In this webinar, nonprofit Executive Directors how to harness the power of AI while remaining responsible stewards of the invaluable data entrusted to us as nonprofit leaders. Led by Deb Stuligross, a seasoned technology professional with extensive experience working alongside nonprofit organizations.

1. Executive Directors
Chat (ED Chat)
AI: The Good, the Bad,
and the Scary
Deb Stuligross
debstuligross@gmail.com
July 25, 2023

2. A Bit About Me…
Ø Technology
Ø Software startup
Ø Fortune 1000 IT
Ø Nonprofit Director of Technology
Ø Advisor to small/medium
nonprofits
Ø Nonprofits
Ø Volunteer
Ø Staff member (program director)
Ø Board member
Ø Board chair
Ø These days…
Ø Learning all I can about AI
and how it lines up with
nonprofit needs and
capabilities
Ø Advising nonprofits about “all
things tech” (and lots of AI)
Ø Refining my viewpoints by
the week!

3. Today’s Session
Ø You learn from me
Ø I learn from you
Ø We learn from each other

4. AI: The Good
Ø Do things faster – efficiency and productivity
Ø Make better decisions, generate creative ideas
Ø Engage with your clients and stakeholders better
Ø Low-cost or free and easily accessible
Ø Cure cancer, solve climate change, and a bunch of
other big hairy problems

5. AI: The Bad
Ø “Hallucinations”
Ø Biases and other ethical concerns
Ø Losing insights (might we become lazy???)
Ø Plus all the other stuff you read and hear about in
the news

6. AI: The Scary
Ø Exposing sensitive data (e.g., medical, financial,
other PII)
Ø Displacing jobs
Ø The “black box” effect
Ø Plus the whole “AI robots may cause humans to be
extinct” thing

7. How To Get Started
Ø Create an AI Acceptable Use Policy for your
organization
Ø Include all leadership and possibly board representation
Ø Treat it as an opportunity for everyone to learn
Ø Use AI tools to help – but be sure to keep your thinking caps
on! Hallucinations happen!
Ø Make the guiderails clear – it’s imperative for everyone to
know what they absolutely should NOT do (and some of what
they can)

8. How To Get Started
Ø Embed AI Literacy into your leadership
Ø Try a monthly AI lunch & learn – watch for anything
that skips the guiderail!
Ø Share experiences in between (in a format
comfortable for your team – e.g., Slack, Teams,
Discord)

9. How To Get Started
Ø Build and review your AI Roadmap at
regular leadership meetings
Ø Include progress reports – successes,
stumbles
Ø Fit it into your culture however works best for
you

10. How Fast Should You Go???
Ø Hare
Ø Identify projects and take them forward in a
responsible way –objectives, timeline, resourcing,
success measures, risk assessment
Ø Tortoise
Ø Pick a pilot, research and study what it might be
like, try it out in a small, safe environment
Ø Ostrich
Ø Wait until there’s a compelling case to try AI and
there are many successes
Image credits: Dall-E, Getty Images

11. Recommendation: AI Roadmap
Area This Qtr Next Qtr Comments
Leadership – AI Competency Hare Hare Get Started Now!
Development – Fundraising Events Hare Tortoise Try lots & assess
Development – Communications Tortoise Hare Pilot & grow
Finance Ostrich Ostrich Too scary!
HR – Hiring Tortoise Tortoise Learn & pilot (maybe)
Program A – Training Tortoise Hare Pilot & grow
Program B – Training Ostrich Tortoise Learn from Program A
Program B – Assessment Hare Hare Try lots & assess
Program A – Assessment Ostrich Tortoise Pilot down the road
Ø Create a roadmap of AI exploration and adoption
Ø Each division should own its own plan & report back to staff
Ø Pilot wherever possible and share the outcomes
EXAMPLE – for illustration only

12. Discussion Topics
1. What areas are (or could be) hares?
Ø Successes already?
Ø Setbacks?
Ø Concerns?
2. What areas should be ostriches and why?
3. How do you engage your internal champions in
responsibly exploring AI?
4. How do you address your internal blockers?

13. AI: The Good, the Bad,
and the Scary
Deb Stuligross
debstuligross@gmail.com
Want to chat more?
Book a slot with me (completely pro bono!):
https://koalendar.com/e/meet-with-deb-stuligross

14. Additional Materials

15. AI Tools Available Today (a small sample!)
● Chat
○ ChatGPT (free*, Pro, WebChatGPT),
Bard*, Bing*, LLaMA Perplexity,
Claude 2, HelloPi
● Image, video generation
○ Midjourney*, Canva*, Dall-E*,
Zoo*, Night Cafe, ImageBind,
Runway
● Text transcription, summarization
○ Descript, ChatPDF*, Humata.AI
● Writing assistance
○ Grammarly, Jasper, ProWritingAid
● Meeting summarization
○ MeetGeek*, Otter.ai, Fireflies
● Image editing
○ Playground AI
● Automated personalized assistant
○ AgentGPT*
● Grants
○ Grantable.co
● Miscellaneous
○ Khan Academy
○ Duolingo*
○ Quizlet*
○ ShareGPT
○ Adept AI
○ Meetcodi.ai
* that I’ve used

16. Tools Offering / Adding AI Capabilities
● Basic Suites
○ Microsoft Office – Copilot
○ Google Workspace – Duet
● Donor/CRM
○ Salesforce, Microsoft Dynamics, many more
● Website page generation
○ WordPress, Wix, Squarespace, many more
● Communications
○ Hootsuite, Canva, Buffer, Mailchimp, Constant
Contact

17. Sample roadmap scenario
Fundraising Event Planning
Approach Description
Ostrich Ø Do better than last time
Tortoise Ø Learn what capabilities are available (or coming) from donor/CRM
software vendor
Ø Try out creating content with ChatGPT, Bard, or other similar
software
Hare Ø Form an AI “tiger team” to guide the use of AI for event
management
Ø Contract a firm that specializes in AI-enabled event management
Ø Do as much in-house as pragmatic to use AI tools
Ø Assess the results, with a focus on how much AI was a net “win” to
each element of event management
Scenario: Planning, publicizing, and executing a major fundraising event

18. Links and Conversation
from 7/25/23 Live
Session Zoom Chat

19. From Zoom Chat … Ways that attendees have used AI:
Ø create drafts for grant applications/reporting
Ø grant writing work, developing newsletters, donor support informational
letter
Ø story writing, song writing, image creation for use in marketing or creative
projects. Help with outlining a workshop
Ø give me some ideas on a presentation I was working on
Ø starter to questions, grants, and other topics I am working on
Ø get me started on video outlines, summary of books/articles, social media,
research points on certain topics, grant outlines
Ø write ad copy for our internet radio station
Ø grant writing and policy making
Ø give me an initial outline to get started on a presentation. It also has helped
me get past blank page paralysis and rewording things to remove jargon

20. From Zoom Chat … Ways that attendees have used AI
(cont’d!):
Ø writing emails and getting program ideas
Ø social Media posts
Ø transcribe board meeting minutes, from the transcript in Teams/Zoom
Ø My experience using AI is in communications, but mostly used as ideas for
blogs and social, but not using the outcomes as idea
Ø I've learned that Chat GPT has learned our acronyms as I continue to use it to
transcribe minutes of staff & board meetings
Ø we just started using FundraiseUp and they use AI in their suggested donation
Ø I use ChatGPT to condense a large mass of text to keep meeting minutes brief
Ø I’ve used Data Wrapper to make charts/graphs/etc before
Ø I’m starting to work with Grantable
Ø I use https://monica.im/ monica

21. Excerpts from Zoom Chat during 7/25/23 live session
Ø If you have a technology need you don't see answered on TechSoup, add them to the Technology
Wishlist https://forums.techsoup.org/c/techsoup-technology-wish-list/18 or send an email to
gaylesam@pacbell.net
Ø It always saved my chats but suddenly today I went on & they're all gone now.
Ø great point! I've gotten in the habit of saving my prompts and responses to a separate doc
Ø From my privacy and accessibility statement on my company (Key Medium, a digital agency -
https://keymedium.com) — our use of generative AI and GPT (such as ChatGPT from OpenAI) is
guided by a commitment to responsible and ethical usage. We discourage inputting sensitive or
confidential data into the AI system unless expressly authorized, and we have a robust training
program in place to educate our team on the responsible handling of such data. Moreover, we have
a data monitoring system in place and regularly review and update our approach to stay in line with
technological advancements, industry standards, and regulatory changes.
Ø Are folks using it as an "attendant" on websites? Seems fairly safe...?
Ø AI newsletters, blogs, etc.
Ø I follow Max Rascher with TheLazyMarketer for cheat sheets on prompts
Ø Superhuman for a daily AI email

22. Links shared during Zoom Chat during 7/25/23 live session
Ø Sample AI policy: https://docs.google.com/document/d/1Zl_L-ktt-
ZDGlUlvVp5mtm0LH7jTeJJ5xYwgNUjiaPk/edit?usp=sharing
Ø Q: is this human created? Or did AI generate?
Ø A: Almost all the content I have written in the past year+ has involved using AI for
drafts, revisions, etc. This policy is not exception and went through multiple human
revisions both by me, one of my colleagues and a couple of clients. It’s been the base
template we use with our clients.
Ø I would encourage everyone to watch https://www.youtube.com/watch?v=uoCJun7gkbA
(Senate Judiciary Committee holds hearing on AI and copyright — 07/12/23)
Ø George Weiner of Whole Whale wrote a good article on using AI to help you be more
productive. https://www.wholewhale.com/tips/gtd-meets-gpt-how-to-adopt-the-ai-2-
minute-rule/
Ø Great article on getting started with Code Interpreter:
https://www.oneusefulthing.org/p/what-ai-can-do-with-a-toolbox-getting
Ø Decent blog post about ChatGPT's new Code Interpreter feature.
https://www.pluralsight.com/resources/blog/data/chatgpt-code-interpreter-plugin-guide

23. Links shared during Zoom Chat during 7/25/23 live session
(cont’d!)
Ø more info on NGOsource is available at https://www.ngosource.org
Ø ChatGPT “custom instructions” https://www.theverge.com/2023/7/20/23801520/chatgpt-
openai-custom-instructions-chatbot ... For example, I provided my ChatGPT with custom
instructions on my voice, role, audience, etc and now do not need to include any of that
information my prompts
Ø I also use Grammarly Go Pro and it is so helpful
Ø For larger amount of text, a new LLM released not long ago that can take 3x larger amount of
input https://poe.com/universal_link_page?handle=Claude-instant-100k
Ø Mastering prompting is critical! Wrote a bit about it here with a micro-course
https://hugethinking.com/post/chatgpt-prompts-course/