AI Policy Sprint · $1,200

Your Team Is Already Using AI.
You Just Don't Have a Policy Yet.

One 45-minute working session. A finished, one-page AI use policy in your hands within 48 hours. Not a governance binder nobody reads — a single page your annual fund manager will actually follow, built around what your team is already doing.

Book the AI Policy Sprint — $1,200 → 🔒 Secure payment at booking · 45-minute session · Delivered in 48 hours
The Problem

Nobody Decided Anything.
It Just Started Happening.

Somewhere in your organization, someone is pasting donor information into a public AI tool right now. A draft appeal. Meeting notes. A major gifts memo with a longtime supporter's giving history and the details that make the relationship work.

She isn't being careless. She's being resourceful with the only thing she was handed. The AI mandate landed on her desk with no budget, nothing taken off her plate, and no guidance about what was and wasn't allowed.

That donor file now sits in a system your organization doesn't control, under no policy, because the organization never decided anything about AI at all.

The fix is not a ban. Bans push the practice underground, which is usually how it got this far in the first place. The fix is one page that says what's allowed, what never gets pasted into a public tool, and who to ask when you're not sure.

What It Is

A Working Session —
Not a Template You Fill In Alone.

Policy templates fail because they're written for a generic organization that doesn't exist. This one gets written for the tools your team actually uses, the data you actually hold, and the approval structure you actually have.

01

A Short Intake, Before We Meet

A handful of questions about your CRM, your team size, what AI tools people have already touched, and where your donor data lives. Five minutes to complete. It means the session opens at substance instead of at introductions.

02

45-Minute Live Working Session

We work through the decisions that have to be made by a human: which uses are pre-approved, which require a second set of eyes, which are off the table entirely, and what donor data may never enter a tool you don't control. You make the calls. I ask the questions that surface what you haven't considered.

03

Your Policy, Written and Delivered in 48 Hours

A formatted, one-page internal AI use policy in your organization's language, reflecting the decisions you made in the session. Delivered as an editable document — yours to adapt, circulate, and put in front of your board or your staff without another round of work.

What's Actually On the Page

One Page. Five Decisions.
All of Them Yours.

What your team is cleared to do

Named, pre-approved uses your staff can act on today without asking permission — so the policy reads as an enabler, not a warning label.

What data never leaves your systems

A clear, specific line on donor records, giving histories, personal circumstances, and anything else that must never be pasted into a tool your organization doesn't control.

Where a human has to sign off

Which donor-facing communications require review before they go out, and which decisions in your shop should never be automated at all — grief acknowledgments, personal loss references, final solicitation calls.

Who to ask when it isn't obvious

A named person and a clear path for raising a question or a concern — because the organizations getting this right aren't the ones with the strictest rules, they're the ones whose staff aren't hiding anything.

When you revisit it

A review date and a trigger list, so the policy stays current as tools change instead of quietly going stale in a shared drive.

A Note on Length

One Page, Not Forty.
On Purpose.

Most organizations that set out to write an AI policy don't finish one. The project gets scoped as a governance initiative, lands on a committee, and stalls — while staff keep using the tools in the meantime with no guidance at all.

A forty-page governance binder protects nobody if the annual fund manager never opens it. One page she reads and remembers protects your donors, your staff, and your organization considerably better.

This is the version that gets finished. It's meant to be the floor, not the ceiling — and for most development shops, the floor is exactly what's missing.

Fit

Is This the Right Engagement for You?

✦ The AI Policy Sprint is for you if…
  • You've learned — or strongly suspect — that staff are already using AI tools with donor information and no guidance
  • You need a written policy in hand quickly, for your board, your leadership, or your own peace of mind
  • You know roughly what you want the rules to be but need help making them specific, defensible, and readable
  • Someone has asked you what your organization's AI policy is and you didn't have an answer
  • You want the floor in place now, and you'll build out from there later
✕ You probably want something else if…
  • You don't yet know where AI fits across your fundraising operation — start with the TRUST Audit™ instead, which diagnoses opportunities across your whole shop
  • You need systems built, tools configured, or workflows automated — that's the AI Strategy Sprint or Implementation Package
  • You need full governance documentation, staff training curricula, and an approval architecture — that's included in the AI Implementation Package
  • You need fundraising leadership more than you need AI guidance — consider Fractional CDO services

Not sure which one you need? Book a free 20-minute conversation and we'll figure it out together.

Questions

What People Ask Before Booking

Direct answers, including the ones that might talk you out of it.

Can one page really be enough? +
For most development shops under $20M, yes — as a starting point. What creates risk right now isn't the absence of a comprehensive governance architecture; it's the absence of any stated position at all. One page that your staff read and follow closes far more exposure than forty pages nobody finishes writing. If your organization handles protected health information, operates under specific regulatory obligations, or has a compliance function that requires more, this page becomes the foundation for that work rather than the whole of it — and I'll tell you so during the session.
Who from our team should be in the session? +
At minimum, whoever can actually make the call — usually the ED, CDO, or development director. Bringing one frontline person who's been using the tools is genuinely valuable, because they know what's already happening in a way leadership often doesn't. Beyond three people the session slows down. If you want broader staff input, gather it before we meet and bring it with you.
We've already had staff doing things we're not comfortable with. Is that a problem? +
It's the most common reason people book this, and it isn't a mark against your organization. Nearly every development shop I talk to discovers this at some point. The session isn't an audit of past behavior and nothing in it is designed to assign blame. We start from where you actually are and write forward from there.
What if we need to change the policy later? +
You should. The document is delivered in an editable format specifically so you can revise it without coming back to me, and it includes a review date and a list of triggers that should prompt an earlier look. Tools change fast. A policy that can't be updated by your own team is a policy that expires.
How does payment work? +
Payment is collected securely at the time you book — you'll choose your session time and complete checkout in the same step, so nothing is left hanging on an invoice. If your organization requires a purchase order or a different payment process, email me before booking and we'll arrange it.
Is this a sales call in disguise? +
No. The session is 45 minutes of working time, and every minute of it goes into the decisions that produce your policy — there is no pitch segment at the end. The policy is the deliverable and it stands on its own whether or not we ever work together again. If you decide you want more after that, you know where to find me.
Is this legal advice? +
No. This is operational and ethical guidance from twenty years inside nonprofit fundraising, not a legal opinion, and it doesn't substitute for review by your own counsel. Most organizations find the policy is something their attorney is glad to review rather than something they'd have drafted from scratch.
The AI Policy Sprint
$1,200
One-time · 45-minute session · Policy delivered within 48 hours
  • ✓ Short pre-session intake so we start at substance
  • ✓ 45-minute live working session with Tara Quarrie
  • ✓ One-page internal AI use policy, written to your organization
  • ✓ Delivered as an editable document within 48 hours
  • ✓ Built-in review date and update triggers
Book the AI Policy Sprint →

🔒 Payment is collected securely when you book · Confidential · The policy is yours to keep and adapt

Need More Than a Policy?

If the real question isn't "what are our rules" but "where does AI actually belong in our fundraising operation," the TRUST Audit™ is the right starting point — a full diagnostic with five ranked opportunities and a 90-day roadmap, delivered in three business days.

Explore the TRUST Audit™ — $2,500 →