Free guide · For boards, trustees and executive directors

12 questions your nonprofit or charity board should ask about AI

By Ben Serunyigo, co-founder of Nimara · Updated October 2026

Sooner or later, someone at your board table will ask, "Are we using AI?" If you're the executive director or chief executive, you may not know the full answer yet, and if you're on the board, you may not know what to ask next. This guide gives you both: the questions, and what a good answer sounds like.

The short answer

Your board doesn't need to understand how AI works, but it does need to ask good questions and approve a few clear rules. Start by asking whether you're using AI now and where, who is in charge, what information never goes into it, who checks the work, and what has gone wrong so far. Then approve a short AI policy, name an AI lead, and ask three questions at every quarterly meeting.

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We built the kit on Canadian privacy law, so ask someone to check its legal notes against the rules where you are.

Why AI is a board question

It's tempting to treat AI as a staff tool, like a new printer. But AI touches the things your board is responsible for: the trust of the people you serve, their private information, your reputation and your money.

Around the world

A 2026 survey of nonprofit staff and leaders in the US and around the world shows why boards need to pay attention:

3 in 4nonprofit staff and leaders use AI at work every week
39%of nonprofit leaders say they have written guidance on using AI safely
57%of nonprofits have no budget set aside for AI
About 1 in 5leaders say they train staff on safe AI use

Source: NTEN and The Bridgespan Group, State of Nonprofit AI Adoption and Governance, September 2026, 917 nonprofit staff and executives in the US and around the world.

Board members and trustees already have a duty to act with care, and the rules behind that duty depend on where you are.

If you're in the US

Under most state nonprofit laws, board members have three duties: care, loyalty and obedience. BoardSource describes the duty of care as "the care that an ordinarily prudent person would exercise in a similar position". When staff start using AI, keeping an eye on it becomes part of that duty.

Here's what a 2025 survey of US nonprofit leaders found:

Almost 2 in 3US nonprofits say they use AI in their work
73%of nonprofit leaders worry AI may produce misinformation or inaccurate results
More than halfsay their staff lack the expertise or the capacity to learn about AI
Fewer than 1 in 5say their funders have talked to them about AI

Source: Center for Effective Philanthropy, AI With Purpose, September 2025, 451 nonprofit leaders.

If you're in the UK

The Charity Commission's guide The essential trustee (CC3) lists six duties, including to "act with reasonable care and skill" and "manage your charity's resources responsibly". CC3 covers England and Wales and doesn't mention AI, but in 2024 the Commission said that "trustees remain responsible for decision making" when a charity uses AI (Charity Commission blog). Charities in Scotland and Northern Ireland have their own regulators, OSCR and CCNI, so check their guidance too.

Here's where UK charities are today:

79%of charities are using AI
33%say their board has poor AI skills
46%have no trustee with digital skills
44%take no action to manage AI risks

Source: Zoe Amar Digital, Charity Digital Skills Report 2026, July 2026, 807 respondents, as reported by Civil Society.

Taken together, the numbers show that most organizations already use AI, while many have no written rules and plenty of boards don't feel ready to oversee it. AI may also be helping prepare your board papers or summarize your minutes, so these questions are for the board itself, too.

The 12 questions

You don't need to ask all twelve at once, so pick the three that worry you most for your next meeting. For each one, here's what a good answer sounds like and what should make you ask more.

Where we are today

1Are we using AI now, and where?

Include the AI built into tools you already pay for, like your email, donor database or design software because staff often don't think of those as "using AI".

Good answer"Here's our list. We asked staff, without blame, and checked our software."
Ask more if"I don't think so" or "Only a little," with no list.

2Who is in charge of it?

One named person should own AI day to day. They don't need to be technical, but they do need time and the authority to say no.

Good answerA name, a role, and time set aside for it.
Ask more if"Everyone" or "IT," with no one accountable.

3Do we have written rules, and who approved them?

You're looking for a short AI policy, approved by the executive director or the board, with a date for the next review.

Good answer"Yes, approved in [month], next review in [month]."
Ask more if"We talked about it" or a long document nobody has read.
People and information

4What information goes into AI tools, and what never does?

This is the most important rule in any policy. Anything about a person, whether it's the people you serve, donors or staff, should stay out of AI chat tools.

Good answerA simple rule staff can repeat, like a green, yellow and red traffic light.
Ask more if"We trust our staff to use judgment."

5Could AI ever decide who gets help, money or a job?

AI can sort, summarize and flag, but a person should make every decision about a person.

Good answer"No. A person makes every decision, and we can explain how AI helped."
Ask more ifA tool "scores" or "ranks" clients, applicants or donors.

6Do we tell people when AI helped?

Donors, funders and the people you serve trust you more when you're open about how you use AI.

Good answer"Yes, in emails, reports and grant applications, and people can always ask for a person."
Ask more if"We'd rather not draw attention to it."
Tools and money

7Where does our data go?

Ask where each tool stores your data, whether the company uses it to train its AI, and who can see it. Our vendor questions guide lists what to ask.

Good answerWritten answers from each vendor, kept on file, with training on our data turned off.
Ask more ifStaff use free personal accounts for work.

8What does it cost, and what are we getting?

The cost is more than the subscription because staff time, training and checking the work all count.

Good answer"We measured how long the task took before, and we check again after."
Ask more ifBig promises of savings with no before-and-after.

9Can we switch it off, or leave?

Every tool and automation should have an owner and an off switch, and you should be able to take your data with you when you leave.

Good answer"Yes. Here's who would do it, and how we'd get our data out."
Ask more ifAn automation runs on one staff member's login.
When things go wrong

10What's gone wrong so far, and what did we change?

Something will go wrong at some point, and a healthy answer is honest and specific about it.

Good answer"One near miss in June. Here's what we changed."
Ask more if"Nothing, ever." It usually means nobody is tracking it.

11If private information leaked, who would we tell, and how fast?

Privacy laws may require you to report some breaches, so your plan should already say who decides and who gets told.

Good answerA named person, a written plan, and a log of every incident.
Ask more if"We'd figure it out at the time."
Our people

12Are staff trained, and how do they feel about it?

Some staff love AI and some worry about their jobs, and both groups need to be heard.

Good answer"Everyone has had training and signed the policy, and we asked how they feel."
Ask more ifStaff learned it on their own and nobody has asked.

What the board should approve

After the questions, your board needs to make a few decisions, and you can make all of them in one meeting.

  1. The AI policy. Short and in plain language. Our guide to writing one walks you through it.
  2. The AI lead. A name and a role.
  3. Your red lines. Things you will never do. For example: put personal information into AI chat tools, let AI decide alone who gets help, or send anything AI made without a person approving it.
  4. How much risk you're comfortable with. Pick one level, so staff know how far they can go without asking.
  5. A review date. Six months from now is a good start.
CarefulAI only for drafting and planning, with no personal information and nothing inside your systems.
SteadyDrafting and planning, plus approved automations after a written privacy check, one at a time.
ReadyWider use across your systems, with a register of every tool and a quarterly board review.

Here's wording you can use in your minutes:

Moved that the board approve the [organization] AI Policy dated [date], name [name, role] as AI lead, adopt the red lines in the board brief, and review the policy by [date].

Three questions every quarter

Once the policy is in place, keep the check-in short because your AI lead can answer these three in about five minutes at each board meeting:

  1. What's new? Which AI tools or automations did we add, and who approved them?
  2. What went wrong? Any mistakes, complaints or near misses? What did we change?
  3. Are people OK? Are staff comfortable, and have the people we serve raised any concerns?

Once a year, ask for a one-page AI report that covers the tools you use, any incidents, the training done, concerns raised and changes to the policy.

If your board uses AI itself

Board work is often the most confidential work you do, so agree on a few rules for the board, too:

  • AI note-takers. Ask everyone first, and don't use them for closed sessions or when you discuss people, money problems or legal matters.
  • Board papers. Don't paste confidential board papers into free AI tools to summarize them.
  • Minutes. If AI drafts them, a person checks them, and the board approves them as usual.

What's changing in the US and UK

Neither country has an AI law written for nonprofits or charities, but privacy, equality and other existing laws already apply to how you use AI. Here are the changes worth a line in your board's risk register.

If you're in the US

  • No federal AI law yet. Congress hasn't passed one, and a December 2025 executive order set out to challenge state AI laws, so expect the rules to keep shifting (Wilson Center).
  • State privacy laws. Privacy laws in Colorado, Oregon, Delaware, Minnesota and Maryland cover many nonprofits. Some only apply once you hold data on a set number of people, and in Oregon the main threshold is 100,000, so check which laws reach you (Oregon Department of Justice, Wagenmaker & Oberly).
  • Automated decisions in Colorado. Colorado has passed a law on automated decisions about things like jobs, housing, health care and education, due to start in 2027. It has already been delayed and is in court, so watch it rather than plan around a date (Holland & Knight).
  • Hiring. New York City requires a bias audit and a notice to candidates when employers use automated hiring tools (New York State Comptroller). California's civil rights rules have covered automated decision systems in employment since October 1, 2025 (Paul Hastings), and federal anti-discrimination laws still apply anywhere AI helps make a hiring decision (Cooley).
  • A yardstick. The NIST AI Risk Management Framework and its Generative AI Profile are free and voluntary, and the profile lists 12 risks your AI lead can check against (NIST). ISO/IEC 42001 is the international standard for managing AI, and organizations can be certified against it.

If you're in the UK

  • No AI law yet. The UK still has no comprehensive AI law, so UK GDPR, the Data Protection Act 2018 and the Equality Act 2010 are the rules that apply (Lewis Silkin).
  • Automated decisions. Since February 5, 2026, the law allows more decisions with a significant effect on someone to be made only by computer, as long as people are told, can challenge the decision and can ask for a person to step in (GOV.UK).
  • A policy for AI. The voluntary Charity Governance Code, updated in 2025, now suggests charities have a policy for using technology and AI tools (Trowers & Hamlins). The Fundraising Regulator's December 2025 guidance says charities should publish an AI policy for fundraising and make it clear to donors when content or chatbots use AI (Civil Society).
  • Hiring. The Equality Act 2010 applies to AI hiring tools, and the government has published a Responsible AI in Recruitment guide with the ICO and the Equality and Human Rights Commission.
  • Free training. Every adult in the UK can take free AI courses through the government's AI Skills Hub, which makes a simple shared starting point for trustees (GOV.UK).
  • A yardstick. The National Cyber Security Centre's AI and cyber security guide is written for boards and senior managers, and ISO/IEC 42001, published in the UK as BS ISO/IEC 42001, is the international standard for managing AI.
This guide is general information, not legal advice. Your board may want a lawyer to review your AI policy, especially if you handle health or children's information.

Reading for your board

If your board wants to go deeper, start here:

Questions people ask

Should AI be on our board agenda?

Yes, as a short standing item once you have a policy. Each quarter your AI lead answers three questions about what's new, what went wrong and whether people are OK, and it takes about five minutes.

Does our board need an AI expert?

No, your board needs curiosity and good questions more than technical skills, and if no one on the board feels confident, a shared free course or a short briefing is enough to start.

How often should the board review our AI policy?

Every six months while you're actively using AI, and at least once a year. AI tools change quickly, so the tool list and rules need regular updates.

Who should be our AI lead?

Someone with time, good judgment and the authority to say no, and it doesn't have to be a technical person. In a small organization, it's often the executive director, the chief executive or an operations lead.

Can our board use AI to take minutes?

It can, as long as you ask everyone first, don't use it for closed or sensitive discussions, have a person check the draft and approve the minutes as usual.

Is the board responsible if AI makes a mistake?

Board members and trustees have a duty to act with care, and AI is now part of the risks they oversee. In the UK, the Charity Commission has said trustees remain responsible for decisions when AI is used. A written policy, a named AI lead and regular reports show the board took reasonable steps. This is general information, not legal advice.

Free Board Brief

Bring this to your next board meeting.

Our free AI Policy Kit includes a two-page Board Brief with the red lines, the three risk levels, the quarterly questions and a ready motion, plus the policy itself. We built the kit on Canadian privacy law, so check its legal notes against the rules where you are.

Get the free kit →See AI Strategy & Readiness

Want someone to walk your board through it? We help nonprofits and charities set their AI rules and plan what to try first, now or when they're ready. Book a Call →

The board doesn't need to know how AI works. It needs to know who's in charge.

Updated October 2026. This guide is general information, not legal advice. Written with AI assistance and reviewed by a person.