AI Readiness Consulting for Nonprofits

Helping Nonprofits Adopt AI Safely, Ethically, and Responsibly

We build the awareness and internal readiness organizations need before implementation begins — grounding every step in mission, governance, and your people.

Schedule a Conversation Our Approach
3 Structured Phases
25+ Years Nonprofit Leadership
Mission-First No Software Sales
The Problem We Solve

AI Success Depends on People, Not Technology

Nonprofits are increasingly wondering whether to adopt AI — many are dabbling without governance structures, policies, or internal capacity to do it safely.

What We See in the Sector

Leaders are stretched thin, nonprofit-specific guidance is limited, and tools being marketed to the sector promise to do the work without addressing the risks that come with them. Organizational readiness is the missing piece.

The Fundraising Opportunity

One area of particular opportunity is fundraising, where AI can dramatically increase both the efficiency and effectiveness of development work — when the right infrastructure is in place first.

What We Do Differently

We are nonprofit leaders who understand the sector from the inside. We are not selling software, pushing a particular solution, or running generic workshops.

  • Deep knowledge of nonprofit culture, governance, and mission-driven work
  • Governance and policy frameworks built before implementation begins
  • Hands-on skills training with real nonprofit tasks and workflows
  • Ongoing support as technology evolves — not a one-time engagement
  • Vendor-neutral advice grounded in your organization's specific context
How We Work

A Three-Phase Engagement

Each phase builds on the last — from understanding your current state to hands-on capability that lasts.

Phase 1

Discovery & Governance

We begin by building shared awareness across your organization — what AI is, what it isn't, and where the real risks lie — so leadership and staff are starting from the same informed foundation. We then assess organizational AI readiness across strategy, workflows, data, technology, and staff comfort, and build the governance foundation your board and leadership can stand behind.

Deliverables Readiness report with prioritized recommendations · Custom AI governance policy ready for board approval
Phase 2

Implementation Planning

A step-by-step implementation plan tailored to your organization's priorities, resources, and readiness — with clear policies around data privacy, security, staff roles, and appropriate use.

Deliverables Custom implementation roadmap · Data privacy & security policies · Staff role definitions · Skills-building launch
Phase 3

Skills-Building & Ongoing Support

Hands-on staff training using real nonprofit tasks: grant writing, donor communications, board materials, financial reporting, and development work — with ongoing support as the technology evolves.

Deliverables Role-specific guidance · Prompt libraries · Change management support · Quarterly policy updates

Where AI Makes the Biggest Difference

Tasks that previously took hours can be completed in a fraction of the time — creating capacity for the strategic thinking and relationship work no tool can replace.

🤝

Development & Fundraising

Tailored donor stewardship, prospect research, list segmentation, and proposal narratives

✍️

Grant Writing

Synthesizing program data into compelling funder-facing language and first drafts

📣

Communications

Donor updates, impact reports, board materials, and staff correspondence

⚙️

Operations

Agendas, pipeline management, data cleaning, and financial reporting and analysis

Our Team

Nonprofit Leaders, Not Technology Vendors

We bring the sector experience and technical depth to guide you through this transition with confidence.

GN

Geoff Nagle, Ph.D., M.S.W., M.P.H.

Co-Founder
Nonprofit Executive Leadership · Organizational Growth · Strategic Policy · Stakeholder Trust · Fundraising & Development

Dr. Nagle's career has been dedicated to improving outcomes for families while strengthening the organizational capacity and impact of nonprofits. He brings over 20 years of senior nonprofit sector leadership, including serving as President and CEO of Erikson Institute, where he spearheaded a 57% increase in the operating budget and expanded clinical services to reach 10,000 children annually.

His background is critical for establishing trust with executive teams and boards, as he possesses first-hand experience in fiduciary duty, major fundraising, and strategic growth. His expertise in policy advocacy, including the successful passage of statewide legislation, and organizational consulting through Alliance Strategic Advising and Research makes him uniquely qualified to support the organizational transformation aspect of AI adoption.

CC

Charles Chang, M.A., LL.B.

Co-Founder
AI & Technical Implementation · Solution Architecture · Platform Integration · Institutional Effectiveness · Strategic Planning

Charles brings nearly 30 years of experience bridging strategic planning and technical infrastructure in nonprofit and higher education settings. He specializes in aligning operational systems with organizational mission, ensuring that technology serves as an enabler of impact rather than a barrier to it.

Most recently, Charles served as Vice President for Institutional Effectiveness and Planning and Chief Technology Officer at Erikson Institute for over 27 years. His dual leadership role positioned him at the critical intersection of strategic vision and technical execution — the exact skillset required to help nonprofits implement AI solutions that are both technically sound and operationally practical.

Get in Touch

Start the Conversation

Whether you're just beginning to explore AI or already have questions about governance, we'd love to connect.

Geoffrey Nagle

PhD, MSW, MPH

Charles Chang

MA, LLB

What to Expect

We'll schedule a 30-minute intro call to learn about your organization, current AI activity, and where you feel most uncertain. No pitch — just a real conversation.