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Whether or not you like AI, you are already using it, from spell check to your social media feed. Yet most nonprofits have barely put it to work where it could give leaders time back.

In this episode, I share six roles AI can play in a small or mid-sized nonprofit without significant new spending: admin support, IT support, research, marketing, finance, and management systems. Every example comes from real use, from a scheduling agent that coordinated five time zones to a monthly website scan that caught about a hundred typos. I also cover how to check a 990 before you sign it, how to respond to audit findings with policies that fit your actual staff, and why none of this works without clear instructions and supervision.

This episode answers the following questions:

  1. How can a small nonprofit use AI without a big technology budget?
  2. What administrative tasks can I hand off to AI?
  3. Can AI help our finance office if we don't have a CFO?
  4. How do I research a donor or board prospect before a meeting?
  5. How can AI help me prepare for our nonprofit audit?
  6. Should I have AI review our 990 before I sign it?
  7. How are other nonprofits using AI to save staff time?
  8. What should a nonprofit consider before using AI with confidential information?

Links mentioned in this episode:

  1. Free online training, Design an AI Strategy That Builds More Capacity (October 14, 2026, 1:00 p.m. Eastern): https://successfulnonprofits.com/trainings/
  2. Curious about executive coaching? Contact me using the contact form: https://successfulnonprofits.com/contact-us/
  3. Subscribe to the newsletter and join a live podcast recording: https://successfulnonprofits.com/newsletter-signup/

Looking for more? Check out these other amazing episodes:

  1. Stop Doing $25-per-Hour Work: https://successfulnonprofits.com/stop25work/
  2. The CFO Crash Course with Tosha Anderson: https://successfulnonprofits.com/portfolio/the-cfo-crash-course-stepping-up-your-nonprofits-accounting-game-with-tosha-anderson/
  3. The One Spreadsheet Every Nonprofit Manager Needs: https://successfulnonprofits.com/nonprofit-task-checklist/

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