Free Tool: AI Usage Guide for nonprofit staff

A quick-reference guide for what's safe to put into ChatGPT, Claude, or Copilot — and what should never go near an AI tool.

If your team is already using AI tools — and odds are, some of them are, whether or not it's official — the single riskiest gap is usually the same one: staff don't have an easy-to-access, clear way to know what data is safe to type into a prompt and what isn’t.

This free one-page guide gives your staff a simple traffic-light framework for AI data safety, plus a quick DO/DON'T reference they can keep at their desk.

What's included:

  • A Green/Yellow/Red framework for risk level of data usage in AI

  • A quick-hit DO/DON'T quick-reference list

What this is: This is free resource specifically designed to guide how staff use nonprofit data — donor info, client/beneficiary records, HR data — providing a safeguard for your organization and the clients you serve.

What this isn't: This guide covers just one piece of what a responsible AI governance framework includes. It doesn't address review standards and cycles, staff accountability, or approved tools — some of the pieces that actually protect your organization. Our AI policy template covers all of it for $49. (Building out a broader governance program? Browse our full resource library.)

Screenshot of top portion of the free AI Usage Guide.