AI for nonprofits · Okaloosa, Walton and Bay

Serve more people without more hours.

Nine in ten nonprofits already use AI. Fewer than one in ten see real results. We show small nonprofits where AI actually pays off, set it up, and hand you a policy your board can adopt. In person, 20 minutes away.

Can't cover the full audit? A local business sponsor can help. Details below.

Sound familiar?

The work that eats a small staff

Front desk

Intake calls go to voicemail while you're with a client.

Donors

A first-time donor waits a week for a thank-you.

Grants

The funder report is due Friday and nobody has started.

Volunteers

Shift questions land on the one person at the desk.

Board

The board asks “what's our AI policy?” and there isn't one.

Software

You pay for tools you could get free as a 501(c)(3).

The Nonprofit AI Audit

A clear look at how your work flows, and where AI helps first

Most AI advice is hype or a software pitch. Ours starts with how your organization actually runs. We look first, then recommend. Nothing gets bought on day one.

A map

How people find you, how intake and programs run, how donors and volunteers are kept, with the time drains marked.

A ranked list

Every opportunity placed by impact and effort, so the quick wins come first and the money pits get named.

The math

What each fix is worth in your numbers: hours back, donors kept, calls answered. No borrowed industry stats.

What you get

Six things you keep, whether or not you hire us after

Process map and ranked opportunities

Your workflows with time drains marked, and every idea ranked with reasons.

Top 3 opportunity briefs

Today vs. with AI, in hours back for your mission.

90-day roadmap

Quick wins first, bigger builds after, with costs.

Custom AI use policy

Which tools, which data, who reviews. Written for your organization; your board or attorney has the final say.

One-page board brief

Why the policy matters, and the questions boards ask, answered.

Free-software plan

What you qualify for as a 501(c)(3) and how to claim it.

Bonus: your own AI morning brief.

Set up on your computer during the audit and yours to keep, with no monthly charge. Support for it comes with any monthly plan.

Nonprofits only

Free software you may already qualify for

Most small nonprofits pay for tools they could get free, and miss the ones that come with real money attached. One verification unlocks most of this list. We check what you qualify for as part of your audit.

Free

Google Workspace

Gmail on your domain, Drive, Meet, the Gemini app and NotebookLM.

Up to $10,000 a month

Google Ad Grants

Google search ads that bring people to your programs, if you keep the account healthy.

Free

Canva for Nonprofits

Full Canva Teams for up to 50 people, including AI design tools.

Up to 75% off

Claude and ChatGPT

Team and Business plans that don't train on your data.

Free

Microsoft 365

Business Basic free for up to 300 users; Premium 75% off.

Free or discounted

And more

Slack, Adobe Express, Box, Salesforce (10 licenses), Zoom and Asana.

Terms as of September 2026; vendors change them. Eligibility usually means a 501(c)(3) with its own EIN; churches and fiscally sponsored projects have different rules.

Investment

One audit, with a way to share the cost

Most small nonprofits are $850. Larger teams are $2,500. The audit includes your policy, board brief, free-software plan and morning brief.

Most nonprofits
$850
  • You plus one or two staff interviewed
  • Policy, board brief and free-software plan included
  • Morning brief bonus
Sponsored
$425 your half of $850
  • A local business that believes in your work pays the other half
  • You make the ask; we give you a one-pager to hand them
  • Results are shared with your sponsor only with your written OK
Larger teams
$2,500
  • Bigger staff or several programs and sites
  • Leaders and staff interviewed
  • Everything in the standard audit

After the audit, a typical monthly investment is $400 to $600 to run and improve your AI. Free nonprofit software brings your costs down further. Entry point: Voice Mail Extended, our AI receptionist, from $145 a month. Month to month. Prices as of September 2026.

850CLUB

Local businesses giving back, automatically. Through the 850 Club, participating merchants reward Love It Local members and give a share of those sales to a local nonprofit every month. We track it and send the statements. Ask on your call how your nonprofit can be matched with a sponsor.

How we work

Four promises

People run your audit

Every conversation is with a person. We don't send a bot to interview you or your staff.

Your data stays yours

Team accounts that don't train on your data. Client, case and health details stay out of tools that aren't built for them.

You send, we draft

Donation requests and donor messages are drafted for your review and sent by you from your own accounts. We never contact your donors.

We're local

Based on the Emerald Coast, 20 minutes away, not a call center.

Next step

Book your 20-minute discovery call

The call tells us both whether an audit or a specific AI tool is the right next step. If it is, we schedule your audit visit and, if you want one, the conversation with a sponsor. No pitch until you ask for one.

Step 1

Discovery call

20 minutes by phone or video. Your mission, what you've tried, and whether an audit fits.

Step 2

Audit visit

We research your organization first, then spend time on site with you and your staff.

Step 3

Findings meeting

Your roadmap, policy and free-software plan, in person. You decide what happens next.

Questions

What directors ask us

Are you going to sell us software?

Not on day one. The audit is about how your organization runs. If a tool makes sense, you'll see why in your own numbers, and you decide. Many of the tools we recommend to nonprofits are free.

Is our donor and client data safe?

We set things up on team accounts with written terms that your data isn't used to train the model. Client health, case and minors' information never goes into AI tools without the right safeguards in place. Your policy spells this out.

Will you contact our donors?

No. We draft, you review and send from your own accounts. Your donor list stays in your systems.

We're all volunteers. Is this for us?

The audit is built for organizations with at least one paid staff member, because someone has to own the tools day to day. If you're all volunteer, book the call anyway; the free-software plan alone may be worth it.

How much of our time does it take?

A 20-minute discovery call, about 90 minutes with us on site, a 30-minute check-in on the plan, and the findings meeting.

Can a grant pay for this?

Sometimes, as capacity building or as part of a program grant. We itemize the invoice so it fits either. Ask on the call.

Do we have to buy anything after?

No. The roadmap, policy, free-software plan and morning brief are yours to keep. Anything we build afterward is month to month.

Not listed yet? Add your nonprofit free at CountyReach.org, the resource directory for Bay, Okaloosa and Walton counties.