Free editable Word template
Free Nonprofit AI Use Policy Template
An editable Word document covering approved AI tools, data protection, human review, and transparency. Adapt the expectations for your nonprofit’s board, staff, and volunteers.
Editable .docx · No account or email required
This template is provided for informational purposes and should be adapted to fit your organization's specific context. It is not legal advice.
Next: collect signatures
Give your people the AI policy—and track their signatures.
Send your approved AI guidelines to the board members, staff, and volunteers they cover. Keep the signatures together as tools and internal rules change.
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What’s in the template
Use the sample wording as a starting point for your own policy.
- Approved tools and permitted uses
- Human review of communications and decisions
- Restricted uses and confidential data
- Fairness, mission alignment, and transparency
- Board, staff, and volunteer responsibilities
- Reporting concerns and annual acknowledgment
Preview
Nonprofit AI Use Policy
[Organization Name] | Adopted: _______________ | Last Reviewed: _______________
1. Purpose
[Organization Name] (the “Organization”) encourages thoughtful use of artificial intelligence to support our mission — while protecting the people we serve, the data we steward, and the public trust we depend on.
This policy gives board members, staff, and volunteers shared expectations for using AI tools responsibly. AI can help you work more efficiently. It cannot replace human judgment, relationships, or accountability.
2. Who This Policy Covers
This policy applies to all individuals who serve the Organization in any capacity, including:
- All members of the Board of Directors
- All paid staff, including full-time, part-time, and contract employees
- All volunteers, whether recurring, one-time, or remote
- Any individual acting on behalf of the Organization in an official or public role
Throughout this policy, these individuals are referred to as “covered persons.”
3. Approved Tools
Before using any AI tool for organizational work, covered persons must use only tools approved by leadership.
Approved AI tools for [Organization Name]:
[List approved tools here — e.g., ChatGPT, Microsoft Copilot, Google Gemini, or “none at this time.” Include whether personal accounts, organization-provided accounts, or both are permitted.]
If you are unsure whether a tool is approved, ask your supervisor or the Executive Director before entering organizational information into any AI system.
4. Permitted Uses
When using approved tools, covered persons may use AI to:
- Draft or edit internal and external communications (with human review before sending)
- Summarize meeting notes, reports, or program documentation
- Research background information for grants, proposals, or presentations
- Generate ideas for programs, events, or administrative workflows
- Improve clarity and grammar in documents you have already written
AI output is a starting point, not a finished product. Always review, edit, and take responsibility for anything you publish or send.
5. Human Review Requirements
All AI-assisted content must be reviewed by a human before it is shared externally or used in organizational decisions.
- General communications: Reviewed by the person sending it or their supervisor
- Fundraising, grant, and public-facing materials: Reviewed by authorized leadership
- Content involving clients, beneficiaries, or vulnerable populations: Reviewed by the program lead and a second staff member
- Board materials and governance documents: Reviewed by the Executive Director or Board Chair
Do not publish AI-generated content without reading every word and confirming it is accurate, appropriate, and aligned with your mission.
6. Restricted Uses
The following uses of AI are not permitted:
- Entering client, beneficiary, donor, or employee records into any AI tool unless leadership has explicitly approved that tool for that purpose
- Using AI to make final decisions about hiring, termination, discipline, or eligibility for services
- Generating content that misrepresents the Organization’s programs, outcomes, finances, or impact
- Uploading confidential board materials, financial data, or legal documents into unapproved tools
- Using AI to produce thank-you letters, grant reports, or donor communications without human review and factual verification
When in doubt, do not enter the information. Ask first.
7. Confidentiality & Data Protection
Covered persons may have access to sensitive information about clients, donors, staff, and organizational operations. All covered persons must:
- Never enter personally identifiable information into AI tools unless leadership has approved that tool and use case
- Treat anything entered into an AI system as potentially non-confidential
- Follow existing confidentiality obligations in employee handbooks, volunteer agreements, and client privacy policies
Assume that information you enter into an AI tool could be retained, processed, or exposed outside your control.
8. Fairness & Mission Alignment
AI systems can reflect biases present in their training data. Covered persons must:
- Review AI-generated content for bias, inaccuracy, or language that could harm the people you serve
- Not use AI to screen, rank, or assess clients, job applicants, or beneficiaries without human oversight and leadership approval
- Ensure all AI-assisted work supports the Organization’s mission and values
Technology should advance your mission — not compromise the dignity of the people you serve.
9. Transparency
[Organization Name] values honesty with donors, partners, and the public. When AI plays a meaningful role in content shared externally, covered persons should follow leadership’s disclosure standard.
[Describe your organization’s disclosure practice — e.g., “No disclosure required for minor editing assistance” or “AI-assisted materials will include a brief note when AI shaped the core message.”]
10. Expectations by Role
Everyone covered by this policy is responsible for using AI wisely. Specific roles carry additional expectations:
Board members are responsible for approving this policy, reviewing it annually, and ensuring AI use supports good governance — not shortcuts around oversight or accountability.
Staff must follow approved-tool and review requirements in daily work, especially in communications, fundraising, grant writing, and any role involving access to sensitive data.
Volunteers must use AI only for organizational work that leadership has authorized, follow all confidentiality rules, and ask their supervisor before using AI tools in client-facing or public communications.
11. Reporting Concerns
If AI-generated content causes a factual error, a confidentiality concern, or a problem with a client, donor, or partner, report it promptly to:
- Supervisor or Department Head: [Name / Contact]
- Executive Director: [Name / Contact]
- Board Chair: [Name / Contact]
The Organization will not retaliate against anyone who raises a concern in good faith.
12. Annual Review & Acknowledgment
This policy will be reviewed by the Board at least once per year. All covered persons must sign the Acknowledgment upon beginning their service and again following each annual review.
Acknowledgment
I have received, read, and understand the AI Use Policy of [Organization Name]. I agree to abide by these standards throughout my service and understand that violations may result in disciplinary action up to and including removal from my role.
This policy applies to all board members, staff, and volunteers serving [Organization Name]. It will be reviewed annually and updated as needed.
After you download
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1. Make it yours
Replace the placeholders and adapt the procedures to how your organization works.
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2. Review and approve
Review the wording and applicable requirements with your leadership and appropriate advisers.
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3. Share the approved policy
Upload your final document to ClearPolicy when you’re ready to collect and track signatures.
Put your approved policy to work
Keep up with policy changes, one signed version at a time.
Use groups, reminders, and version-linked records to manage AI policy sign-offs across your nonprofit.
Send the policy to the people it covers
Assign the approved AI policy to board, staff, and volunteer groups according to its scope. Send each person a request to review and sign.
Explore group assignmentsFollow up on missing signatures
See which requests still need a signature and let automatic reminders follow up. Each person can sign from their email link without creating an account.
See automatic remindersKeep a record of the version they signed
Find and download signed documents later. When your policy changes, publish a new revision and send new requests; earlier signatures stay tied to their original version.
Explore signature recordsStaff & Program Leads
Track compliance by group.
Avery Brooks
Compliant4 of 4 documents
100%
Jules Kim
Compliant4 of 4 documents
100%
Logan Rivera
Compliant4 of 4 documents
100%
Taylor Quinn
Pending2 of 4 documents
50%
Questions about this template
Is the Word template free?
Yes. Download and edit the Word document without creating an account or providing an email address. ClearPolicy’s paid software is optional; you can use the template on its own.
What should we customize before using it?
List approved AI tools, permitted accounts, and review responsibilities. Define your data-handling rules, disclosure practices, role expectations, and reporting contacts. This is a starting point, not legal advice. Review the final wording with your leadership and appropriate advisers before use.
Who would we send the approved policy to?
The sample covers board members, paid staff, volunteers, and people acting officially for the nonprofit. Review that scope and the expectations for each role before distributing your approved policy.
How do we use this template with ClearPolicy?
Customize and approve your policy first, then upload it to ClearPolicy. Add the people it covers, assign the document, and send signature requests. The download does not automatically add a document to your organization.
Does the template name the AI tools we should approve?
No. It includes a place for your organization to list approved tools and permitted accounts. Your leadership decides which tools and uses fit your organization, then reviews and updates that list as needed.
Give your people the AI policy—and track their signatures.
Upload your approved policy and send your first requests. Try ClearPolicy free for 30 days, no credit card required.