These resources are a practical starting point. They are not legal, data protection or safeguarding advice. Seek specialist advice for your organisation’s specific circumstances.
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Staff guideA straightforward introduction to generative AI for charity staff and volunteers. It explains enough to help someone use a tool sensibly, ask better questions and know when to stop and check, without expecting them to become an expert.
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Decision aidA quick decision aid for the moment before someone pastes information into an AI tool. It covers personal data, special-category and sensitive information, beneficiary and safeguarding information, confidential organisational material, commercial information, unpublished funding information, information about other people, and practical anonymisation.
Prompt packA set of adaptable prompts for real non-profit work, including planning, drafting, meetings, communications, research and leadership tasks. It should teach people how to adjust a prompt for their own context, rather than treating prompts as magic words.
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For trusteesTen practical questions for trustees. This is about good judgement, accountability and the questions a board needs to ask. Trustees do not need technical expertise to do their job well.
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Ideas to tryA realistic list of lower-risk, useful tasks that can save time around the work. Examples should include turning rough notes into a first draft, improving structure and clarity, preparing an agenda, summarising public information, planning a workshop, and turning one piece of content into several formats. It must say clearly that AI is not right for every task.
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Practical guideA practical guide to using AI thoughtfully when it adds genuine value. It covers using AI on purpose, giving it a clear brief, using text where text will do, asking for less, and asking providers better questions about energy, water and sustainability.
TemplateA ready-to-adapt message that gives staff permission to start small, sets simple boundaries for using AI and makes clear where to ask questions. It should be non-punitive and non-alarmist.
ChecklistA simple checklist to help a charity decide whether an AI tool is worth testing. It covers the problem, beneficiaries, whether AI is the right solution, expected frequency of use, data, the impact of errors, supplier data practices, connected systems, cost and training, human checking, export and exit, supplier or product changes, and how the charity will know whether the tool helped.
GuideA guide for anyone considering an AI agent or automated workflow. It covers access, least privilege, whether the agent can read, change, draft, send or publish, logging, external communications, human approval for consequential actions, stopping, escalation, acceptable failure and independent checking.
