Purpose & scope
Why your organization needs an AI policy and what it covers, in plain language.
Free download · For nonprofit boards
The AI Policy Template every nonprofit board should see.
A board-ready policy in plain language, with practical guardrails and the questions your leadership team should be asking before any AI tool gets adopted. Built by senior data leaders for mission-driven organizations.
- Editable Word document, ready to adapt to your organization
- Plain language a board member can read in 15 minutes
- Practical guardrails, not legal jargon or aspirational fluff
- Free. No sales call required. Yours to adapt and reuse.
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We'll also send a few notes on how nonprofit boards adopt these policies in practice.
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Preview
Here's what your team will be reading.
Eight focused sections in a clean, editable Word document. No legalese. No buzzwords. Designed to be opened, edited with your organization's name, and walked into a board meeting in the same week.
- Editable .docx file (works in Word, Google Docs, Pages)
- Roughly 12 pages, board-meeting length
- Free to adapt and share within your organization
What's inside
Eight sections. Written for adoption, not approval theater.
Each section is short, opinionated, and editable. Drop your organization's name in, adjust the parts that don't apply, take it to your next board meeting.
Approved use cases
Where AI is welcome, where it isn't, and how to handle the gray area.
Data handling
What data can go into AI tools, what can't, and how to tell the difference.
Vendor evaluation
A simple checklist for vetting any AI vendor before signing.
Disclosure & transparency
When to tell donors, beneficiaries, and staff that AI was involved.
Roles & accountability
Who owns AI decisions at your organization, and who escalates what.
Review cadence
How often the policy gets revisited, and what triggers an off-cycle review.
Board questions
A short list of questions every board member should be ready to ask.
Who this is for
Built for the people who'll actually adopt it.
Most AI policy templates are written by lawyers for lawyers. This one is written for the Executive Director who needs to brief the board next quarter, the operations lead who has to enforce it, and the board member who wants to make a confident vote.
Every section was drafted by senior data and AI consultants who do this work full-time for nonprofits. No legal jargon. No "we promise to use AI ethically" platitudes. Real guardrails your team can apply.
Who built this
Balboa Insights is a boutique data and AI consulting firm in San Diego. We work exclusively with nonprofits and high-growth SMBs. Senior-led. Fixed-scope. Built to hand off.
More about the firm →
FAQ
Common questions.
Is this really free? +
Yes. The download starts the moment you submit the form. No paywall, no hidden upsell, no sales call required.
Can our lawyer adapt it? +
Absolutely. The template is a Word document, plain-English, designed to be edited. Most organizations adapt it with their counsel and adopt it within a board cycle.
Will I be added to a sales sequence? +
No. We'll send a short follow-up with practical tips on how nonprofit boards adopt these policies, plus the option to talk to a senior principal if you'd find it useful. Unsubscribe with one click. We don't share your information.
What if we want help going further? +
Our AI Readiness Audit includes a custom version of this policy tailored to your organization, alongside a data inventory and use-case roadmap. Optional, separately scoped.