Strategic Guidance · Mission-Centered AI

AI is no longer an emerging technology.

It is here — in your staff’s daily workflows, your CRM recommendations, the drafts sitting in your communications team’s inboxes. The question is no longer whether to engage with AI, but how.

AI – The Moment We’ve Been Preparing For

The Phoenix Philanthropy Group has worked alongside nonprofits and higher-education advancement teams for decades. We understand donor relationships, campaign strategy, and the institutional cultures that determine whether change succeeds or stalls. We are now bringing that same depth of practice to nonprofits and higher-education advancement teams ready to engage AI on their own terms. Our AI advisory services are built around your mission, not a vendor’s stack.

only 24%

of nonprofits have any AI policy in place — even as 85–90% are already exploring AI tools.

85–90%

Nonprofits exploring AI tools today

<25%

Have a formal AI strategy

AI Advisory Services

We offer strategic and practical implementation guidance in six areas, all deliberately non-technical. We help your team understand what AI means for your work, make sound decisions, and lead the change with confidence. No software. No platforms. No vendor sales.

01 — Assess

AI Readiness
Assessment

Know where you stand before you take a step.

AI Readiness Assessment

Audit of formal and informal AI tool usage
Data, governance and risk inventory
Staff readiness and culture survey
Prioritized recommendations + leadership briefing

02 — Protect

AI Policy
Development

Protect your organization, donors, and staff.

AI Policy Development

Institutional AI Use Policy, tailored to you
GDPR, FERPA, HIPAA and state-law alignment
Disclosure standards for AI-assisted content
Board-ready documentation and staff summary

03 — Equip

Staff Training and
Change Management

Turn anxiety into capability.

Staff Training and Change Management

Half- and full-day workshops
Role-specific tracks: major gifts, comms, leadership
Manager training for AI-assisted oversight
Internal champions framework

04 — Direct

AI Strategy
and Roadmap

A clear path forward, built around your goals.

AI Strategy and Roadmap

Leadership sessions to align AI with campaign goals
Opportunity mapping across the donor lifecycle
Vendor-neutral landscape review
12–24 month roadmap with milestones and metrics

05 — Govern

Donor Data
Governance

AI is only as trustworthy as the data behind it.

Donor Data Governance

Donor data audit in the context of AI adoption
Consent architecture and segmentation guidance
Third-party vendor agreement review
Template governance policy and framework

06 — Pilot

Pilot Advisory
and Support

Start small. Learn fast. Expand with confidence.

Pilot Advisory and Support

Scoped pilot design and success criteria
Vendor coordination & prompt-engineering guidance
Human-in-the-loop oversight protocols
Evaluation report and recommendation for scale

Our Expertise

There is no shortage of technology firms offering AI consulting. What distinguishes Phoenix Philanthropy is not our technology expertise — it is our nonprofit expertise brought to bear on technology questions.

Generic Technology Firms Offer

A platform.
A toolset.

Generic AI frameworks built for any industry
Platform-specific implementation paths
Technical upskilling for technical staff
Tool recommendations tied to their stack
Limited nonprofit and donor context

Phoenix Philanthropy Brings

A partner
A perspective.

Advancement expertise applied to AI decisions
Mission-aligned adoption frameworks
The donor relationship and trust lens
Vendor-neutral recommendations
Decades of sector knowledge across nonprofit and higher ed

“Our consultants have led campaigns, managed advancement teams, navigated donor relationships, and sat in the same leadership conversations our clients face. That context is what our AI advisory is built on.”

Get Started

Step 01

Discovery Call

A 30–45 minute conversation with a senior consultant to surface priorities and identify the right entry point.

Step 02

Proposal and Scope

Within 1–2 weeks, a written proposal outlining recommended services, timeline, deliverables, and fees.

Step 03

Engagement

Formal kickoff with clear milestones. Most Phase 1 engagements deliver initial findings within 4–6 weeks.

Every engagement begins with a complimentary discovery conversation — 30–45 minutes with a senior consultant to assess fit, surface your priorities, and identify the right entry point.

Request a discovery call

Direct Contact

Dr. Michal Tyra

Senior Consultant, Strategy and AI
The Phoenix Philanthropy Group