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AI & Data Governance Advisory

Know what to adopt, what to avoid, and why.

Your board is being asked about AI. Your staff want to use it. Your funders are asking about your policy. Most guidance doesn't address the specific legal, privacy, and governance realities of non-profits. This advisory does.

Coverage Areas

What this advisory covers

Three areas where non-profits need a credible, sector-specific voice — not generic AI guidance built for corporate teams.

Safe AI Adoption

Build the policies and safeguards that let your staff use AI tools confidently — without exposing donor, client, or employee data.

Data Governance

Establish the information architecture your organization needs before AI can work safely. Accuracy, accessibility, compliance — in that order.

Board & Leadership Readiness

Quarterly board sessions and bimonthly leadership sessions that build your team's capacity to govern AI — decisions made by the people responsible for them.

Facilitated personally by Greg Zatulovsky, CPA →

Lush fern fronds
Engagement Structure

Structured. Ongoing. Built around your governance.

A standing monthly retainer with three recurring touchpoints — each designed for a different part of your leadership structure.

Quarterly

15–30 min per session

Board of Directors

Risk governance, policy decisions, and AI literacy — framed for fiduciary oversight, not technical detail.

Every 2 Months

30–60 min per session

Senior Leadership Team

Strategy, tool evaluation, and implementation planning. Where your AI roadmap is built.

Monthly

30 min per session

AI Adoption Lead

Progress against goals, tactical decisions, and accountability — with up to 3 designated internal staff.

All prep and delivery included in the flat monthly retainer.

Year One Deliverables

Four things your organisation will have built.

Not delivered to you — built with you. Every output is a decision your board and leadership team makes together, with Greg facilitating.

01

Organisational AI Policy

Board-approved governing principles for staff AI use, data handling, and acceptable use.

02

AI Environmental Scan

A landscape of tools and risks specific to your subsector — what peers are doing and what to watch.

03

Defined Pilot Project

One bounded, low-risk AI initiative with clear success criteria. Designed for learning before scale.

04

Identified Early Adopters

The internal champions who will lead the pilot — identified deliberately, not by who raises their hand.

Investment

$1,600/month. No surprises.

Fixed monthly retainer. All touchpoints and prep included. Commit longer and save.

Everything Included

All session prep and facilitation
Session notes and action items delivered within 48 hours
Async support between sessions via email
Access to PF TECH's non-profit AI resource library
Year-end advisory summary and roadmap review

Month-to-Month

$1,600/month

60 days cancellation notice

6-Month Prepay

$9,120 total

5% savings — effective $1,520/month

Annual Prepay

Best Value

$16,000 total

2 months free — price of 10 months

Have questions about the AI & Data Governance Advisory?

Browse our knowledge base for answers — or reach out directly and we'll respond personally.

Ready to build your organisation's AI strategy?

Book an intro call with Greg. We'll talk through where your organisation is, what's holding you back, and whether this advisory is the right fit.

FAQ — Knowledge Base

Browse frequently asked questions about Knowledge Base

Apply for the Founding Cohort

Spots are limited. Applications are accepted globally and reviewed the week of April 6 — apply early for priority consideration. If selected, you'll receive a secure payment link to confirm your spot. Sessions begin May 1, 2026.