The AI Policy Toolkit

Your board is going to ask about AI.
Here's the policy you can sign.

The AI policy a Canadian board can actually sign — from someone who helps write the national standards. Three documents. $197. In your inbox within the hour.

Get the Toolkit — $197 Delivered the same hour you buy it

A lawyer or consultant will charge you $3,000–5,000 and take six weeks to write this. This is $197, delivered the same hour you buy it. All prices CAD.

  1. Emily Bocking sits on two Digital Governance Standards Institute (DGSI) technical committees writing Canada's national standards — one on the ethical use of AI, one on nonprofit digital capability.
  2. Brazen runs its own operations on a governed AI system — seven bots working under a human approval queue.
  3. Emily is currently leading a nine-figure capital campaign built on the readiness discipline she teaches.

The numbers you can't unsee

80% of Canadian nonprofits are using AI. One in ten has a formal policy about it.

And of the organizations already using AI, 64% have no policy and aren't developing one. (Imagine Canada & CCNDR, The State of AI Adoption in Canadian Nonprofits, January 2026.)

The gap between using and governing is where the trouble is. It's the grant draft someone ran through a free tool without thinking. The donor list someone pasted into ChatGPT to "clean up." The board member who's going to ask "what's our AI policy?" at the next meeting and get silence.

None of your staff did anything wrong. Nobody's a bad actor. The organization just never gave them an answer. That's what this Toolkit is: the answer.

What's in the Toolkit

Three finished documents. No legalese. No software. No second agenda.

1. The AI Use Policy (Board-Signable)

A board-ready policy document, written for Canadian nonprofits, aligned with the direction of the national standards now in development at DGSI — the committees Emily sits on. Adaptable to your organization in about 20 minutes. Ready for board approval at your next meeting.

2. The Practice Workbook

Because a policy on the shared drive doesn't do the job. This workbook walks you through what the policy actually means for your staff on Tuesday morning — the grant deadlines, the donor emails, the newsletter, the board reports. Not theory. Real practice.

3. The Board Explainer

For the board member who's nervous. For the volunteer who's skeptical. For the funder who's starting to ask. Plain-language, no jargon, one document you can send along with the policy so the questions get answered before the meeting.

Also in the box: Navigating the Algorithmic Frontier — the full white paper on AI policy and governance for the Canadian nonprofit sector — plus the Four-Week Roadmap, the Anonymous Staff AI-Use Survey, and the Volunteer Addendum for organizations whose volunteers touch donor data. Every document is an editable file, ready to put your organization's name on.

Who wrote this

Emily Bocking, Brazen Fundraising & Advisory Services

Twenty years in nonprofit fundraising and consulting. Seven years running Brazen, a fundraising and readiness firm serving Canadian nonprofits.

Emily sits on two Digital Governance Standards Institute (DGSI) technical committees writing Canada's national standards — one on the ethical use of AI, one on nonprofit digital capability. The Toolkit is built from that vantage point, sized for the organization you actually run.

Brazen also runs its own operations on a governed AI system — seven scheduled agents drafting content, running the pipeline, and reporting metrics, under a human approval queue. Emily is currently leading a nine-figure capital campaign built on the same readiness discipline she teaches — one that hasn't had to chase a single donor because the readiness work was done first.

She has no software to sell and takes no referral fees from anyone who does.

Five bonuses stacked on top of the core

value $500

Bonus 1 — The Policy Draft Bot

A pre-built Claude project. Answer a short interview about your organization — size, tools, donor-data practices, province — and it drafts custom policy language mapped to the exact sections of your template, with anything that needs legal review flagged. So you're not starting from zero, and neither is your lawyer.

value $300

Bonus 2 — The Board Conversation Guide

The exact 20-minute agenda item, the pre-read to send with the package, the five questions boards ask and how to answer them, how to handle the nervous director, and the motion. Most boards sign at the same meeting the ED brings this in.

value $400

Bonus 3 — The Staff Rollout Kit

The staff announcement email, the 45-minute all-staff agenda, the FAQ, the printable desk card, and the 30-day check-in template. Copy-and-paste ready. Because a signed policy nobody knows about doesn't do the job.

value $500

Bonus 4 — The Incident Playbook

What to do when something goes wrong. Four incident types, four response scripts, the exact conversations to have with the staff member, the board chair, and affected donors. First-hour response, documentation template, and the learning loop. Read it before you need it.

value $300

Bonus 5 — The 90-Day Update Feed

Four scheduled emails at Day 7, 30, 60, and 90 with regulatory context and alerts when the DGSI standards move. Emily writes it personally — because she's on the committees, she sends the update before the news does. The feed ends at day 90 unless you choose to stay on the list, and you can unsubscribe anytime.

What the stack is worth vs. what you pay

Core: AI Policy + Practice Workbook + Board Explainer$2,000
Bonus 1 — Policy Draft Bot$500
Bonus 2 — Board Conversation Guide$300
Bonus 3 — Staff Rollout Kit$400
Bonus 4 — Incident Playbook$500
Bonus 5 — 90-Day Update Feed$300
Total value$4,000
What you pay$197

Sixty days. Full refund. And I'll rewrite one clause.

If your board hasn't approved the policy within 60 days of purchase, tell me. I'll refund the full $197 and personally rewrite one clause for you at no cost.

The condition: you actually brought it to a board meeting. That's it. The Toolkit works when it gets used.

Two ways to add me directly — if you want to

$500 · $303 with credit

Reviewed by Emily

You draft your policy, send it to me, I mark it up and return it within a week: what's solid, what's risky, what the standards work suggests you tighten. No meetings — your document, my eyes, honest margins. The $197 you spent on the Toolkit credits toward it.

$1,000 · $803 with credit

Touch-Point Package

Reviewed by Emily plus four 30-minute coaching calls during rollout — for the ED who wants somebody on speed dial while she gets the policy signed and the practice running. Same $197 credit applies. You can add either after purchase, from your delivery email.

Questions

My organization is very small. Do I still need this?

If anyone at your organization uses AI at work — and it's likely; 80% of Canadian nonprofits report AI use — yes. The Toolkit was built for organizations between $500K and $3M. If you're smaller, it still works: skip the sections that don't apply, or start with the Smallest Viable Policy in the workbook.

We already have a "responsible technology" policy. Do we need a separate AI policy?

Probably yes. Generic technology policies don't cover the specific ways AI creates exposure — data leakage into free tools, communications sent under your name without editing, hallucinations, prompt injection. The Toolkit is designed to sit alongside your existing policies, not replace them.

Do we need to buy new AI software to use this policy?

No. The policy governs behaviour with the tools you already have (or don't). If you decide to standardize on paid AI tools later, that's a separate decision.

What if the standards change?

They will. The 90-Day Update Feed sends alerts when the DGSI standards move — a plain-language summary plus the specific lines in your policy worth a look. The feed runs 90 days from purchase; the last email invites you onto the ongoing list if you want to keep them coming.

I have Quebec donors. Does this cover Law 25?

The core policy is written to align with Law 25, PIPEDA, and Alberta/BC PIPA. The 90-Day Update Feed covers jurisdictional specifics as they evolve. If you want a Quebec-specific addendum drafted, that's what the Reviewed by Emily upgrade is for.

Is this legal advice?

No. The Toolkit is a template and educational resource, not legal advice. Have your counsel review the policy before board adoption.

What happens after I buy?

Within an hour: an email with links to all three core documents, the white paper, the roadmap, the survey, and all five bonuses, plus instructions for adapting the policy to your organization. Your first update from the 90-Day Feed arrives seven days later.

The offer, in one paragraph

Three finished documents your board can approve at their next meeting, five bonuses that turn the policy into a working practice, a 60-day guarantee, and 90 days of regulatory updates from somebody who's on the committees writing the standards. $197. In your inbox within the hour.

Get the Toolkit — $197

Every organization I work with has staff using AI. Every single one. Most of them are exposed and don't know it — and the ones who know are still exhausted trying to figure out what to do about it.

The Toolkit exists because I got tired of building the same three documents for every consulting client. So I built them once, well, informed by the standards-committee work I do anyway — and priced them so any Canadian nonprofit can afford them.

The policy your board can sign. The practice your team can keep. The updates that keep it current. That's it. If it fits, buy it. If it doesn't, tell me why — I read every reply.

Emily