Live Workshop · Tuesday, August 4 · $97

You need to write an AI policy.
You have no idea where to begin.

This is where you start: the board-ready template, the bot that drafts your version, and the watch-outs no free template gives you — in two hours on Zoom.

Tuesday, August 4 · 10 AM–12 PM CST (Sask.) · 12–2 PM ET · 25 seats · $97 CAD

Save your seat — $97 25 seats, first come · Tuesday, August 4 · 10 AM–12 PM CST

Full refund any time up to 48 hours before the session — no questions.

A consultant will draft this for you over six weeks for $3,000–5,000. This is $97 — and you keep the tools.

  1. Emily Bocking has spent twenty years inside nonprofits — she knows how this lands on an ED's desk, because it landed on hers.
  2. For the past three years, Brazen has been building AI tools for nonprofits and advising them on where the lines are. Emily sits on two Digital Governance Standards Institute (DGSI) technical committees and is a member of the Global Council for Responsible AI.
  3. No vendor deals, no referral fees — the only tool in the box is the one we built for this.

The conversation I keep having

A development director told me last month: her board asked if they had an AI policy. She said yes. They don't.

She's not a liar. She knew the honest answer would start a conversation she didn't have the tools to finish. Her grant writer drafts in Claude. Her events coordinator ran a donor list through ChatGPT to "clean it up." Her ED preps board reports the same way on Sunday nights. Nobody's said it out loud — and now a funder is asking.

If that's your building too, here's the exhale: you almost certainly haven't broken anything yet. Nobody on your team is a bad actor. What you've run out of is runway to keep handling this informally.

Eight in ten Canadian nonprofits are already using AI. One in ten has a policy about it.

(Imagine Canada & CCNDR, The State of AI Adoption in Canadian Nonprofits, January 2026.)

And sure — you could get an AI policy for free. ChatGPT will write you one right now: generic, American, and confidently wrong in a few places you won't spot. Your board will approve it, and nobody in the room will know what they signed. That's not a policy. That's a liability with a nice font.

$97 buys the version where you know what every section is doing — and you keep the tools that built it. Registration is open — save your seat →

Here's exactly what you get

Three things. All yours. All usable the same afternoon.

1

The policy template

The board-ready AI Use Policy we use with consulting clients — Canadian, plain-language, editable, yours to keep. Two layers: the part your board approves once, and the part your staff keep current as tools change. With the Never-Enter data list, the traffic-light rules, and the pre-written board motion.

What this replaces: the $3,000–5,000 consultant draft.
2

The Policy Draft Bot

Our drafting tool, included with your seat. Answer nine questions about your org — size, tools, donor data, province — and it drafts your custom policy language section by section, and flags anything that needs a lawyer before your board sees it. It's built to refuse invented statistics and to stop you if you paste in a real donor's name. We built it, we keep it current as the rules move, and it runs on a free Claude plan. Setup takes about five minutes.

What this replaces: the three evenings you were going to lose to a blank page.
3

Two hours of "watch out for this"

The part no template gives you, free or paid: the six places nonprofit AI policies actually fail — live, with the stories behind them, and the fixes. Plus the bot run live on screen so you see exactly what you'll do at your own desk, and the three decisions your board actually has to make. Bring your questions; it's a room of 25 on purpose.

What this replaces: finding out the hard way.

The two hours

You watch, you take, you ask. No homework in the room.

  1. First 20 minutes

    Where you're actually exposed

    The three ordinary risks — donor data in free tools, unread AI going out under your name, invented facts in a grant application. Real stories, no scare tactics. You'll know which ones are already happening in your building.

  2. Next 30

    What goes in the policy

    The template, front to back, in plain English — what each section says, why it's there, and which calls are yours, your board's, or your lawyer's. Including the three decisions your board actually has to make. It's a twenty-minute agenda item, and you'll get the agenda.

  3. Next 30

    The bot, live on screen

    Watch the nine-question interview draft a policy for a real-shaped organization, in real time — including the legal-review flags it drops. This is exactly what you'll do at your own desk the same afternoon.

  4. Last 40

    The six watch-outs — then your questions

    Where these policies fail, one by one, with the fix for each. Then the mic is yours.

The six watch-outs

The two hours no template can replace. Here's what they cover.

  1. The free-tier trap. Free plans generally train on what you type. The donor list that went into a free tool is out of your control.
  2. The AI you didn't count. Your policy covers ChatGPT; your exposure is the AI inside your CRM, your email, Grammarly, Canva. Orgs that think they have two AI uses find closer to a dozen.
  3. Click-approve-approve. "A human reviews everything" collapses the first busy week — unless you build it so it can't.
  4. Confidently wrong. The StatsCan report that doesn't exist, cited perfectly, in your grant application.
  5. No name in writing. When everyone is responsible, no one is. Boards look for the name.
  6. The section that needed a lawyer. Quebec donors, charity receipting, Indigenous community data, US-hosted tools — you don't have to master these. You have to catch the flag and route it.

Who's teaching it

Emily Bocking, Brazen Fundraising & Advisory Services

Hi, I'm Emily. Twenty years inside nonprofits — I know how this lands on an ED's desk because it landed on mine. You're the ED, the privacy officer, and the fundraiser, and nobody gave you a fourth job's worth of hours to figure out AI governance.

For the past three years, Brazen has been building AI tools for nonprofits and advising them on where the lines are. I sit on two Digital Governance Standards Institute (DGSI) technical committees, I'm a member of the Global Council for Responsible AI, and I'm working toward the AI governance professional designation. Brazen runs its own operations on governed AI — I do this for a living, not from a slide deck.

One honest boundary: this is governance guidance, not legal advice. The template and the bot both flag what needs counsel, and the version your board signs should pass your lawyer's eyes. You'll be handing them a clean, flagged draft instead of a blank page — a twenty-minute review instead of an expensive one.

The details

DateTuesday, August 4, 2026
Time10:00 AM–12:00 PM CST (Saskatchewan) · 12–2 PM ET · 9–11 AM PT
WhereLive on Zoom (link sent on registration)
Length2 hours
Seats25 — capped, so your questions get answered
Price$97 CAD
RefundsFull refund up to 48 hours before — no questions
You keepThe template, the Draft Bot, the watch-outs one-pager, the recap

Questions

What exactly do I get for $97?

The board-ready policy template (editable, yours), the Policy Draft Bot (our tool — nine questions in, custom policy language out, legal items flagged), the Six Watch-Outs one-pager, the live two hours, and a written recap. Everything arrives in your delivery email.

Will I leave with a finished policy?

No, and be suspicious of anyone who promises that in two hours. You'll leave with the template, a tool that drafts your custom version in one sitting at your desk, and the knowledge to defend what's in it. The whole kit is built so a draft can be in front of your board within the month.

How does the Policy Draft Bot work?

It's built on Claude and runs on the free plan — setup takes about five minutes with the instructions in your delivery email. It interviews you (nine questions: your size, tools, donor data, province, board timing), drafts policy language mapped to each section of the template, and flags anything that needs legal review. It's built to refuse invented statistics and to stop you if you paste in a real donor's name.

Do I need to know anything about AI?

No. If your team uses ChatGPT, Copilot, Gemini, Claude, Grammarly, Canva — or the AI features inside your CRM — or you suspect they do, you're ready. This is about governing the tools, not becoming a technologist.

My organization is tiny. Is this still for me?

Especially. It's built for the org where the ED is also the privacy officer and the fundraiser, with no IT or legal team to lean on. The template includes a smallest-viable path for teams of three.

Is this legal advice?

No. It's governance guidance from a practitioner, and the places where law bites — Quebec's Law 25, CRA receipting, Indigenous data sovereignty, provincial privacy acts — get flagged and routed to your counsel, not guessed at. Your board should adopt a version your lawyer has seen.

What's the refund policy?

Full refund any time up to 48 hours before the session, no questions asked. After the session runs, the materials are already yours — the template, the bot, the one-pager — so there are no refunds past that point.

What if I can't make August 4 live?

You still get everything — the template, the bot, the one-pager, and the recap land in your inbox either way. But the two hours are the part you can't download: the watch-outs, the live demo, and your questions answered. Come if you can.

Workshop or the $197 Toolkit — which one?

The workshop is live, includes the template and the bot, and costs $97. The Toolkit is self-paced and adds the ten-module workbook, white paper, incident playbook, staff rollout kit, and board explainer. Do the workshop first — your $97 credits toward the Toolkit if you want the rest.

Can my board chair or a colleague sit in?

One seat, one registration — but if your board chair wants to watch beside you on the same screen, go ahead. That conversation starting early is half the point. If you each want your own materials and your own questions answered, register separately.

Save your seat

You've been meaning to deal with this for months. This is the version where it takes one afternoon and $97 — the template, the bot, the watch-outs, and a clear path to your board's agenda.

Save your seat — $97

Want the full kit?

The workshop gets your policy started. The Toolkit is everything around it.

The AI Policy Toolkit ($197) is the complete package: the ten-module practice workbook, the Navigating the Algorithmic Frontier white paper for the board member who wants sources, the incident playbook, the staff rollout kit, the board explainer, and 90 days of updates as the rules move. Your $97 workshop seat credits toward it — so the upgrade is $100 if you want the whole thing.

I built this because I kept having the same conversation with EDs who knew they needed a policy but didn't know where to start. They'd priced a consultant, opened a free template, felt worse, and closed the tab — while their team kept using the tools in the dark, where nobody could help them.

So here's the deal: I'll give you the document, I'll give you the tool that fills it in, and I'll spend two hours telling you where this goes wrong so it doesn't go wrong for you. You spend $97 and one afternoon, and your board gets its answer.

This is where you start.

Emily