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Your AI partner rooted in deep nonprofit experience

We move nonprofits from random acts of AI to responsible strategies that help teams work more efficiently and raise more funds.

Featured Resource: AI Readiness Self-Assessment

Are you ready to “do something about AI” but don’t know where to begin? This five-minute self-assessment helps nonprofit leaders evaluate their organization’s AI readiness across governance, security, brand voice, and practical use cases.

Get my AI readiness score

Screenshot of the assessment process

What we do

AI for Nonprofits

According to 2026 benchmarks, 92% of nonprofits use AI in some capacity, but only about half have an AI governance policy. Our nonprofit experts can help you choose and implement the right tools without putting sensitive data at risk. (Source)

AI Strategy & Implementations

Let’s talk strategy

Together, we’ll identify AI solutions you can incorporate this month while building your roadmap for the next 12. As CRM experts, we’ll also ensure your AI tools integrate with your full tech stack to power operations and fundraising.


  • AI Readiness and Governance Audits

    Combines our Leader’s Framework for Ethical AI workshop, a two-hour session that aligns leadership on where AI fits, with a structured assessment of your nonprofit's data quality, system integrations, security, and staff capacity

    Deliverables:

    • AI readiness scorecard
    • Approved platform list
    • Data risk map
    • Acceptable use policy
    • AI experimentation framework
    • Prioritized AI roadmap
  • Actionable AI Strategy Sprints

    A consolidated, two to six week sprint where teams identify their most impactful fundraising and operations use cases, then build a backlog for implementing solutions

    Deliverables:

    • Prioritized AI project backlog
    • 12-month AI implementation plan
  • AI Implementation Pathways

    A collaborative build-out of AI into your highest-demand workflows: fundraising, communications, and operations

    Example Deliverables:

    • AI-generated donor briefings powered by your CRM
    • AI-assisted segmentation including lapsed-donor and upgrade-likelihood lists
    • Campaign repurposing workflows
    • Breeze and Agentforce agent configuration
    • Prompt libraries informed by your brand voice

Facilitated AI Workshops

Let’s talk workshops

Together, we’ll define your approach to ethical AI, then put that framework into action with tool-specific trainings you can use today.


  • Leader's Framework for Ethical AI

    A two-hour facilitated workshop and guided assessment of where AI can save your team time, where it introduces risk, and what must be defined before you delegate AI use to your teams

    Deliverables:

    • Ethical AI assessment
    • Practical AI deployment framework
  • Nonprofit AI Voice Coach

    A two-hour workshop where nonprofit teams learn practical, step-by-step techniques for training popular AI tools to reflect their organization's authentic mission, values, and brand voice

    Deliverables:

    • Customized AI prompting guide
  • AI for Fundraisers

    A two-hour guided workshop exploring how nonprofits can safely use AI to interpret and action their fundraising data

    Deliverables:

    • Fundraising AI use-case map
    • Donor research and stewardship prompt library
    • Donor information use guidelines
  • Tool-Specific AI Trainings

    A 60-90 minute workshop focused on using a specific tool to maximize nonprofit use cases Tool Examples: HubSpot Breeze, Salesforce Agentforce/Einstein, ChatGPT, Claude, Copilot, Gemini

    Deliverables:

    • Recorded session and supporting deck
    • Customized tool reference guide

Trusted by hundreds of nonprofits like

  • Arizona Humane Society logo
  • Braille Institute logo
  • The New York Academy of Sciences logo
  • Goodwill logo
  • SMART Recovery logo
  • Central Park Conservancy logo

Frequently Asked Questions

Start by understanding where you stand. Our free, five-minute AI Readiness Self-Assessment scores your organization on governance, security, brand voice, and practical use cases. Our Leaders Framework for Ethical AI workshop then helps leadership decide where AI fits before rolling it out to teams.

Yes. Without guidelines, teams using AI on their own can put sensitive data at risk and produce inconsistent results. A strategy turns that scattered experimentation into safe, consistent gains across your organization.

An AI Readiness and Governance Audit assesses your data, systems, security, and staff capacity, then delivers the policies and roadmap you need to use AI safely. An Actionable AI Strategy Sprint is a two to six week engagement focused on finding your most impactful AI use cases and building a backlog and 12-month plan to implement them.

If your staff uses AI tools (and they do), yes. An acceptable use policy defines which tools are approved, what data can go into them, and who's accountable. We include one in every AI Readiness and Governance Audit.

Ethical AI means that humans stay accountable, sensitive data stays protected, and orgs are transparent about where AI is used. Our AI recommendations revolve around finding the most responsible tools that are aligned with your mission and still meet your needs. When we recommend a solution, it’s designed to work with your team, not in place of it, so they can spend more time focusing on your supporters and community.

We hold ourselves to this same standard, and have invested deeply in building our own AI acceptable use policy and governance structure. CauseMic has its own AI Acceptable Use Policy and governance structure.

More donors now use AI tools to research nonprofits before giving. Our AI-Ready Value Proposition & Core Messaging gives AI tools clear, consistent information about your work to draw from.

Yes. We don't build siloed tools. We integrate AI with your full tech stack, including platforms like HubSpot and Salesforce, so your data and workflows stay connected.