Free resource
Green, Yellow, Red: A Staff Guide to AI Tools and Supporter Data
Last updated: · Jason Brown
Download PDF(Letter, 1 page, 43 KB)General AI assistants help with drafting and planning. Supporter records need an approved tool with a contract behind it. Share this guide with every staff member and volunteer.
| Zone | What it covers | Examples |
|---|---|---|
| Green: go ahead | General work with no supporter data in the prompt | Brainstorm event themes, tighten public copy, outline a presentation, rewrite a generic appeal |
| Yellow: strip details first | A real situation, with every identifying detail removed | Remove names, emails, phone numbers, gift amounts, dates, and locations. Watch for combinations that point to one person, such as “our largest donor in Oakville.” Then ask for help with tone or structure. |
| Red: never | Supporter records in a consumer AI tool | Donor lists, gift histories, contact details, notes on health or family circumstances, exported reports |
Scroll the table sideways to see every column.
Red-zone work belongs in a tool your organization has reviewed against the ten vendor questions, with a signed data processing agreement.