Created By: Terry Cangelosi and Bobby HunterJune 25, 2025 AI is transforming the nonprofit sector, offering new ways to enhance efficiency, improve decision-making, and amplify impact. However, successful AI adoption requires more than just choosing the right tool—it demands a thoughtful, structured approach. At Orr Group, we’ve been at the forefront of helping nonprofits integrate AI into their workflows and finding that ROI. Through our work with partners, we’ve analyzed over 100 AI tools, conducted extensive AI training sessions, and developed customized strategies for organizations looking to maximize AI’s potential. We know firsthand that AI isn’t a magic fix—it’s a tool that, when used strategically, can create meaningful and lasting change. That’s why we developed the Nonprofit AI Journey, a three-phase roadmap designed to help organizations adopt AI responsibly, strategically, and effectively. By following this approach, nonprofits can ensure that AI supports their mission while remaining secure, ethical, and transparent. LAYING THE FOUNDATION: USING AI RESPONSIBLY Before AI can be an asset to a nonprofit, organizations must ensure they are using it ethically, transparently, and securely. Responsible AI adoption isn’t just about avoiding risks—it’s about building trust with donors, beneficiaries, and stakeholders. Nonprofits work with sensitive data and diverse communities, making it even more critical to establish a foundation where AI enhances—not undermines—their work. Step 1. Build AI Fluency AI fluency is more than just understanding what AI is—it’s about knowing how to use it effectively, ethically, and securely. Trade articles, have conversations, and share concerns. An AI-fluent organization: Understands the capabilities and limitations of AI and when human oversight is essential. Ensures fairness, security, and transparency in AI-driven decision-making. Encourages responsible AI experimentation while maintaining ethical safeguards. Step 2. Create AI Policies Next comes building a responsible AI framework with well-defined policies that guide how AI is used internally and communicated externally. Here are three living documents that can help ensure AI usage aligns with the nonprofit’s values: AI Usage Policy – Establishes clear guidelines for how staff should (and shouldn’t) use AI within the organization. AI Governance – Helps align on AI adoption, assess risks, and ensure ongoing compliance. AI Disclosure on AI Usage – Outlines publicly how AI is used responsibly in the organization’s work, what safeguards are in place, and what personal data, if any, AI interacts with. CONSTRUCTING THE FRAMEWORK: USING AI STRATEGICALLY Once a nonprofit has established a responsible AI foundation, the next challenge is integrating AI in a way that adds real value. At Orr Group, we believe that successful AI adoption starts with strategy. Organizations that take the time to assess their needs and prioritize AI solutions based on impact and feasibility are far more likely to see meaningful, mission-driven results. Step 3. Identify AI Champions AI adoption isn’t just a technology shift—it’s a cultural shift. Without internal advocates, even the best AI tools can sit unused or be met with resistance. An AI Task Force, composed of a diverse group of cross-functional staff members along with an executive sponsor, can help ensure AI strategies align with organizational goals, encourage open discussion on AI use cases, ethical concerns, and adoption challenges, and pilot AI tools, gather feedback, and refine best practices. Step 4. Identify Pain Points Before selecting AI tools, nonprofits must first identify where AI can make the biggest difference. We’ve written about this before, but understanding an organization’s workflows fully is crucial to identify pain points that slow down operations and create bottlenecks, and to determine which processes can be streamlined with AI. By mapping workflows first, nonprofits avoid the trap of adopting AI just because it’s available and instead focus on solutions that tackle their biggest challenges. Step 5. Prioritize Solutions Not every problem requires an AI solution, and not every AI tool is worth the investment. Nonprofits must be selective about where they allocate time and resources, ensuring they maximize impact while minimizing effort. Estimating the time/costs saved against the time/costs it will take to implement can help teams weigh options by both their impact and accessibility. By prioritizing AI adoption strategically, nonprofits can ensure they implement the right tools at the right time, focusing on solutions that deliver real, measurable results. Step 6. Research AI Tools Once an organization has identified where AI can help, the next step is finding the right tool for the job. This requires careful research, as the AI landscape is rapidly evolving, but it can help nonprofits avoid unnecessary costs and ensure they choose tools that truly enhance their mission-driven work. Key considerations when researching AI tools include: Security & Compliance – Does the tool align with internal policies? Ease of Use – Can staff adopt and integrate the tool without extensive training? Cost vs. Value – Does the tool’s benefit outweigh the investment? Existing Tech Stack – Do we have any tools currently that we aren’t leveraging fully? REALIZING THE VISION: USING AI EFFECTIVELY At this point, your organization has identified areas where AI can help, researched the right tools, and set clear expectations. Now, it is time to ensure a successful implementation. Implementation isn’t just about rolling out a tool—it’s about ensuring staff adoption, proper training, and ongoing evaluation. Even the best AI tools will fail if employees don’t trust or understand how to use them. Step 7. Set Expectations A strong AI strategy requires a clear roadmap, complete with defined goals, timelines, and expected usage. To ensure AI integration aligns with organizational priorities, nonprofits should: Define transparent objectives – Share with staff what specific problem AI is solving for. How will success/ROI be tracked? Develop a budget – In addition to the software, consider costs for training, ongoing support, and potential scaling. Refresh AI policies – Ensure the AI policies established earlier still guide how tools are used, monitored, and refined. Skipping this step is risky. Your staff may be uninterested in learning a new tool, or they may be skeptical about implementing AI at all. By taking the time to communicate the context of “why this change, and why now”, you give your staff the chance to voice their concerns and feel supported. This change management process is critical for buy-in and progress evaluation. Step 8. Implement AI Successfully Congrats! You’ve done it! Now you can move on to other things. Right? Not quite! Implementation isn’t just about rolling out a tool—it’s about ensuring success in staff adoption, along with ongoing training and evaluation. A successful AI rollout includes: Robust training on tool(s) – Staff should receive not just technical guidance but also ethical and contextual training to ensure they understand AI’s role. Leveraging learning & development – AI training should be integrated into ongoing professional development rather than treated as a one-time event. Feedback Loops – Ensure the team is evaluating AI’s impact, refining its use, and adjusting strategies based on team member feedback. LOOKING AHEAD: THE PATH TO AI MATURITY The Nonprofit AI Journey isn’t one size fits all—every nonprofit is unique—and successful AI adoption will always be an evolving process that requires learning, adaptation, and strategic refinement. Organizations that thoughtfully integrate AI not only increase efficiency but also expand their impact, all while staying aligned with their mission. The question is: Where is your organization on this journey, and are you ready to take the next step? At Orr Group, we’re enthusiastic about the future of AI and hope to share that enthusiasm with our nonprofit partners. We are ready to assist your organization in assessing your workflows and implementing AI & automation into your fundraising and other operational efforts. Contact us to learn how we can help elevate your organization. Contact Us Terry Cangelosi is a Senior Director and Head of Operations at Orr Group. Terry brings 10+ years of nonprofit operations experience to ensure the most efficient operations in Orr Group’s workflows, technology, and infrastructure. Terry is a member of Orr Group’s AI Taskforce. Bobby Hunter is a Senior Associate Director supporting Operations at Orr Group. Bobby is responsible for providing leadership and oversight of the firm’s use of technology and internal systems to ensure maximum efficiency and effectiveness. Bobby is a member of Orr Group’s AI Taskforce.
AI for Nonprofits: Tools and Tactics to Scale Your Impact Published Date 2026 AI for Nonprofits: Tools and Tactics to Scale Your Impact Created by: Terry Cangelosi Updated: January 5, 2026 In today’s technologically driven world, artificial intelligence (AI) has transformed various industries, including fundraising for nonprofit organizations. AI tools have proven to be significant game-changers, enhancing efficiency, creativity, and personalization in donor engagement. To capitalize on these opportunities, over 60% of nonprofits have started embracing AI in their operations. However, despite these high adoption rates, 92% of nonprofits feel unprepared for AI implementation. To prepare your team to fully leverage AI, let’s explore the landscape and discuss strategies for using popular AI-powered tools in nonprofit work. AI for Nonprofits: FAQ Leveraging AI: Best Practices for Nonprofits Top AI Tools for Nonprofits Orr Group’s AI Services for Nonprofits AI for Nonprofits: FAQ What is AI? AI is advanced technology that can perform intricate tasks and mimic human intelligence. While AI has become a hot topic in recent years, it’s been around for a while, performing simpler duties like sorting emails or scheduling appointments. However, recent advancements in AI have allowed machines to better understand language, process more complex tasks, and generate original content. Nonprofits can use AI to enhance: Prospecting and fundraising by analyzing existing donor data for trends and identifying new prospects with high potential to give Donor communication by analyzing donors based on shared characteristics and tailoring outreach to them for increased engagement Grant writing by quickly reading applications and generating proposal drafts based on previous applications and organizational materials Human resources by automating interview scheduling, onboarding, training, performance management, and other employee-focused functions Graphic design by creating visually appealing infographics or mockups Administrative functions by automating repetitive tasks like data entry, timekeeping, and record maintenance Data insights and reporting by analyzing large datasets to forecast trends and enable better decision-making What types of AI do nonprofits usually use? The available selection of AI tools is vast and ever-growing. While each organization may have its own needs and goals that AI can support, below are several common types of AI tools you may encounter: Generative AI: machines that create new content based on user prompts and training data. Nonprofit applications: Content creation for grant proposals, social media posts, and impact reports. Large Language Models (LLMs): systems designed to understand and generate human language by learning from vast datasets. LLMs are a subset of generative AI focused primarily on creating and understanding text. Nonprofit applications: Automatically answering routine questions via chatbots or summarizing content. Predictive AI: systems that use statistical models and machine learning to identify patterns in large datasets to forecast future outcomes. Nonprofit applications: Prospecting for fundraising and data analysis to inform decision-making. What are the advantages of challenges of using nonprofit AI? Advantages Increased efficiency: With AI handling mundane tasks, nonprofits can focus on more pressing mission-critical work. Easy data reporting: Humans are more prone to making errors when reporting on and analyzing data, while AI can easily and accurately report on important data. Better decision-making: AI can provide context and information that allows nonprofits to make more informed choices faster. Scalability: Advanced AI solutions can easily adapt to a growing nonprofit’s needs, enabling organizations to handle increased workloads without overburdening staff. Proactive growth: A majority of nonprofits have adopted AI, and it’s only getting more prevalent. Your nonprofit should leverage similar technology to keep up with others in the field. Challenges Data privacy and security: Nonprofits must confirm that their chosen solution complies with relevant data privacy laws, like GDPR and CCPA, to keep supporter data safe and maintain their trust. Research which regulations apply to your constituents based on their location, and ensure that AI usage is transparently communicated when necessary. Requires human oversight: AI can make mistakes in researching and synthesizing information, so nonprofit teams need to actively maintain their solutions (more on that later). Initial and ongoing costs: Like any other software solution, AI solutions have costs associated with them, both financial and in time to implement the tech and onboard staff. Ethical concerns: AI can reinforce biases based on the datasets it’s trained on. There are also concerns about Generative AI solutions trained on user data, which can plagiarize information from other sources. AI also requires a massive amount of computing power, which has raised environmental concerns. Loss of human touch: Nonprofit outreach relies on forging deep personal connections with supporters. While AI can emulate human thought, it lacks the emotional depth needed to reinforce relationships, so it still requires staff to ensure the final product aligns with an organization’s values. Leveraging AI: Best Practices for Nonprofits Assess your organization’s AI maturity. Before adopting new tools, identify where you stand. Are you in the ad-hoc phase (with individual staff using free tools individually), the operational phase (where your whole organization leverages enterprise tools for specific tasks), or the strategic phase (where AI tools are fully integrated into your CRM)? Knowing your baseline helps you choose the right tools for your current stage. Identify areas for AI application. AI has many different uses, your nonprofit doesn’t have to rely on it for everything. Based on your AI maturity, identify a few pressing areas where AI could help your operations, like content creation, data analysis, or task automation. Establish parameters for AI privacy and ethics. Your entire team should be aligned on ethical best practices while using AI. Adopt an AI usage policy and supporting AI governance infrastructure to ensure you’re fulfilling promises to stakeholders and protecting their sensitive information. Double-check AI’s work. While AI can generate human-like text, it’s still evolving and can make mistakes. AI models often "hallucinate" facts or produce generic content that lacks the emotional resonance required for fundraising. Review and edit the generated content to ensure it aligns with your organization’s voice, mission, and fundraising goals. Properly train your team. AI can present a learning curve for teams, especially those less technologically advanced. Create structured learning sessions that encourage experimentation in a safe environment, helping team members overcome "tech anxiety." Investing in this education ensures high adoption rates and transforms AI from a daunting replacement into an empowering assistant. Don’t completely replace human interaction with AI. AI should automate administrative tasks and draft outlines, but it should never fully manage high-stakes donor relationships or sensitive communications. Use these tools to clear your schedule of busywork, allowing you to spend more time on the face-to-face interactions that drive major gifts. Work with an expert to implement AI effectively. Implementing AI involves complex challenges regarding data security, ethical compliance, and integration with existing systems that go beyond simple software installation. Since the stakes are so high, it’s worth consulting with a professional to cover all of your bases. Choosing the right AI systems, developing policies, and training your team are essential to make the most of these tools, but they take time and expert knowledge to get right. By working with a professional team like Orr Group, you can get up and running with new insights and ideal tools by your side. Top AI Tools for Nonprofits General Use/LLM: ChatGPT Use: ChatGPT is an advanced language model that has significantly influenced the nonprofit sector’s fundraising strategies. It utilizes machine learning algorithms to generate human-like text based on the input it receives. Best features: Live web search, DALL-E image generation, and access to a growing dataset. Cost per month: Limited free tier $20 Plus tier $200 Pro tier $25/user Team tier Pro tip: Eligible nonprofits can receive a 20% discount on ChatGPT Team and a 50% discount on ChatGPT Enterprise through OpenAI for Nonprofits. AI Chatbot: Cody Use: Cody is a chatbot that uses organizational content to answer HR-related queries for employees based on defined knowledge sources. Best features: Easy user interface, customizable knowledge base, task automation, and specific features for IT support, business consulting, marketing, HR, and more. Cost: $29/month for the Basic tier, $249/month for the Advanced tier Writing: Grammarly Use: Grammarly is a browser extension that enhances grammar and generates written content. Best features: Tone suggestions, auto-completion of writing, and extensive user-supplemented knowledge base. Cost: Free tier, $12/month, $15/month Prospecting: Apollo Use: Apollo is a sourcing tool that collects contact information for prospective supporters. Best features: Automated outreach, meeting scheduler, and CRM enrichment tools. Cost: Free-$119/month Grantwriting: Copilot Use: Copilot is an AI assistant integrated directly into the Microsoft 365 ecosystem that helps draft, edit, and summarize grant narratives and proposals. Best features: Seamless integration with Microsoft Word to draft content from bullet points or rewrite text for ton, the ability to securely reference your organization’s internal files to ground answers in your specific data, and web-connected research capabilities. Cost: Free-$30/user/month Graphic Design: Gamma Use: Gamma is a graphic design platform that facilitates the creation of presentations, documents, webpages, infographics, and more. Best features: AI-generated designs, customization options, and a user-friendly interface. Cost: Free-$15/seat/month Administrative: Zapier Use: Zapier automates repetitive administrative tasks while connecting various apps and services. Best features: Configurable workflows, app integrations, and a large integration ecosystem. Cost: Free-$69/month Data Management: Microsoft Power BI Use: Microsoft Power BI is a Microsoft add-on tool that allows users to create reports, visualize data, and share insights. It can be combined with Microsoft Copilot 365 for AI data insights. Best features: User-friendly integrations with Microsoft Suite, interactive dashboards, and customizable reports. Cost: Free-$10/user/month Meeting Management: Zoom AI Companion Use: Zoom AI Companion simplifies meeting management by automatically completing tasks during the meeting. Best features: Real-time meeting transcriptions, agenda generation, and the ability to assign next actions with a meeting summary. Cost: Free with paid Zoom account Orr Group’s AI Services for Nonprofits As previously mentioned, having an AI expert help with implementation can help you get up and running faster—and smarter. Orr Group has your organization covered with nonprofit-specific AI implementation experience. We offer a comprehensive suite of AI services for nonprofits, including: AI Assessment: Through comprehensive analysis and qualification, we create a high-ROI custom action plan that addresses your nonprofit’s specific needs with AI solutions. AI Implementation: Low-tech experience? No problem. We handle technical AI integration across teams, connecting AI tools to your CRM and existing platforms to automate administrative burdens. AI Training: Our team sets your nonprofit up for long-term success with a comprehensive training regimen. We work with you to build your internal AI policies and deliver customized staff training, fostering a culture of confidence and safety. AI Advisory: AI constantly evolves, so even after your initial integration, you need to remain alert to new opportunities. We provide ongoing analysis and regular strategy sessions to ensure your organization stays ahead of the curve. Our embedded partnership approach has given us hands-on experience helping many nonprofits to leverage AI to the fullest. For instance, take our work with Anthos|Home, who needed to improve the process of matching New York housing voucher recipients to available apartments and increase limited staff capacity. Through a detailed evaluation, Orr Group identified key opportunities to automate activities, improve data accuracy, streamline administrative tasks, and accelerate the housing placement process. Our work resulted in: 50+ opportunities identified 30+ new automation touchpoints 1,500 administrative hours saved annually This initiative reduced manual data entry, increased efficiencies, and enhanced the experience for both tenants and housing providers. By aligning technology with its core mission, Anthos|Home continues to strengthen its ability to drive lasting change in the fight against homelessness. Now that you have a solid understanding of AI in the nonprofit world, it’s time to create and execute your own strategy! Developing policies, training your team, and staying up-to-date on the newest best practices can be draining—but it doesn’t have to be. Having an expert team by your side allows you to play around with these tools, test them out, and see what works for you without compromising mission-critical activities. We suggest working with a team that brings a business-oriented mindset, an embedded partnership approach, and AI-specific expertise, like Orr Group. Our extensive nonprofit experience and hands-on strategy can help your nonprofit become more comfortable with AI and develop a sustainable use policy in the long term. That way, you can adapt to the rapidly changing world of AI with ease! If you’re interested in learning more about AI for nonprofits, check out our other resources: AI’s Impact On Human Resources: Harnessing Potential And Addressing Bias At Your Nonprofit. AI presents nonprofit HR teams with new, unique challenges. Address them head on with this guide’s advice. Harnessing AI Responsibly: A Guide for Nonprofit Leaders. Want to learn more about ethical AI implementation in nonprofits for mission impact? Our guide has you covered. 5 Cost And Time-Efficient Strategies For Nonprofits To Embrace AI. Use these 5 strategies to expand your nonprofit’s use of artificial intelligence in fundraising and operations. Terry Cangelosi drives Orr Group’s organizational strategy on responsible AI usage, pushes to increase user adoption, develops policies and trainings, and implements AI and automation-driven efficiencies. As Head of Operations, Terry maintains safe, compliant, and effective day-to-day operations and implements projects to continually improve organizational systems.
The Environmental Impact of AI: What Nonprofits Should Know (and Do) AI Published Date 2025 The Environmental Impact of AI: What Nonprofits Should Know (and Do) Explore the environmental impact of AI, why it matters for nonprofits, and four practical steps to reduce your digital carbon footprint responsibly.
How Nonprofits Can Use AI and Automation to Reclaim Time and Realize ROI AI Published Date 2025 How Nonprofits Can Use AI and Automation to Reclaim Time and Realize ROI When workflows are automated with AI, nonprofits can reinvest their time into more strategic and ROI-focused tasks. Explore real-life use cases of AI and automation to improve your effectiveness.