What an AI policy should help charities manage
AI can help with drafting, research, administration and communications, but charities often handle sensitive information about beneficiaries, donors, staff and volunteers. A policy should make boundaries clear before AI tools become part of everyday work.
It should also help trustees and senior leaders understand how AI use connects to governance, risk, transparency and accountability.
This matters because charity teams may use AI in many different places: fundraising copy, grant applications, policy drafting, volunteer coordination, service delivery notes, research, reporting and public communications. The policy should give people confidence without making everyday work feel harder than it needs to be.
What to include in an AI policy for charities
A charity AI policy does not need to be long, but it should be specific about the information charities hold and the trust placed in staff, volunteers and trustees.
- Approved AI tools and who can approve new ones
- Rules for beneficiary, donor, staff and volunteer information
- Guidance for fundraising, communications and grant writing
- Human review before AI-assisted work is shared or relied on
- Transparency expectations for staff, volunteers, trustees and supporters
- Escalation routes for concerns, incidents and unusual use cases
- Review dates so the policy stays current
A simple charity AI governance route
Charity AI governance should be practical enough for small teams and volunteers, while still giving trustees confidence that sensitive information and public trust are protected.
Set ownership
Name who owns AI guidance and approved tools
Protect people
Keep beneficiary, donor, staff and volunteer data safe
Guide use
Give staff and volunteers simple examples
Review outputs
Check accuracy, tone, claims and context
Report concerns
Escalate errors, disclosures or unusual use cases
Beneficiary, donor and volunteer information
Charities often hold information that people have shared in sensitive circumstances. That might include beneficiary needs, safeguarding concerns, donor preferences, financial hardship, health information, volunteer records or details about service users.
The policy should make clear that this type of information must not be pasted into public AI tools unless the organisation has approved the tool, the purpose and the controls. Where AI can be used safely, staff should still minimise the information included and remove identifying details where possible.
The AI policy and UK GDPR guide explains how personal data and AI tool use fit together.
Practical charity AI use cases
Fundraising and campaigns
AI can help draft first versions of campaign copy, but staff should check tone, accuracy, claims, donor expectations and whether the message reflects the charity's voice.
Grant applications
AI can help structure a bid or summarise existing material. Staff should still check figures, eligibility, evidence, commitments and final wording before submission.
Service delivery notes
AI should not be used with identifiable beneficiary or safeguarding information unless the tool and use case have been approved and appropriate controls are in place.
Volunteer guidance
Volunteers may need simple guidance on what AI can be used for, what information must stay protected and who to ask before trying a new tool.
Why charity context matters
A generic workplace AI policy may not reflect the trust placed in charities or the sensitivity of beneficiary and supporter information. The policy should be practical for staff and volunteers while still giving trustees confidence that AI use is being managed responsibly.
Trustees do not need to approve every AI-assisted task, but they should understand the main uses, the main risks and the controls in place. That might include an approved tools list, a simple route for questions, staff awareness training and periodic review of how AI is being used.
If the charity is also working with external IT, cyber or governance partners, the AI policy can sit alongside existing data protection, safeguarding, information security and acceptable use policies.
AI policy checklist for charities
- ✓ Have you named the person or role responsible for AI guidance?
- ✓ Have you listed approved AI tools and restricted use cases?
- ✓ Have you explained how beneficiary, donor and volunteer data must be protected?
- ✓ Have you made expectations clear for staff, volunteers and trustees?
- ✓ Have you included rules for fundraising, communications and grant writing?
- ✓ Have you explained when human review is required?
- ✓ Have you linked AI use to data protection, safeguarding and information security?
- ✓ Have you set a review date so the policy stays current?
Why use the generator for a charity policy?
A generic AI policy can miss the realities of charity work: trustees, volunteers, fundraising, safeguarding, beneficiary trust and limited time. The generator gives you an editable policy draft shaped around your organisation, so you can review it with the right people instead of starting from a blank page.
The result is not legal advice and should still be reviewed before adoption, but it gives trustees and senior staff a practical document to work from.
FAQ
Common questions about AI policies for charities
Can charities use public AI tools safely?
They can be useful, but charities should set clear rules for sensitive information, personal data, donor records, beneficiary details and human review.
Should volunteers be covered by the policy?
Yes, if volunteers use AI for charity work or handle charity information. The policy should be clear enough for both staff and volunteers to follow.
Does the generator create a charity-specific policy?
It creates an editable Word policy based on your answers. Charities should add local owners, approved tools, trustee oversight and reporting routes before adoption.
What should trustees look for?
Trustees should look for clear ownership, approved tools, protection for sensitive information, staff and volunteer guidance, incident routes and a review cycle.
Can AI help with charity fundraising?
Yes, but AI-assisted fundraising content should be checked for accuracy, tone, claims, data protection and whether it reflects the charity's values.
What charity information should not be entered into public AI tools?
Charities should usually restrict beneficiary details, safeguarding information, donor records, staff data, volunteer information, confidential strategy and sensitive case notes unless a tool and use case have been approved.
Should trustees approve every AI use?
Usually no. Trustees should understand the main risks, policy, ownership and controls, while day-to-day approval can sit with suitable staff or managers.