Executive directors
Board packets, grant reports and donor letters land on your desk because there is nobody else.
AI and automation for nonprofits
Give the hours backto the mission.
Small nonprofits run on spreadsheets, inboxes and one person who knows how everything works. NetGoodLabs builds automations that take the manual work off that person's plate, and teaches your staff to use AI well.
30 minutes on Calendly. No obligation.
- One fixed price to start
- Tools you already use
- Your team owns it
Who this is for
Built for the people who do everything.
Development staff
Thank-yous go out late, renewals slip, and the CRM never quite matches the spreadsheet.
Program managers
Intake forms, case notes and volunteer schedules live in four places and agree in none of them.
Operations and admin
You are the integration between the tools. Every handoff is a copy and paste.
A guide for nonprofits
What AI and automation can do for a small nonprofit, in plain terms.
Most of the advice aimed at nonprofits is either a sales pitch or a warning. This is neither. It is what has held up across the organizations I have worked with.
Start with the retyping, not the AI.
The biggest wins at most small nonprofits are plain automations: a gift lands and the thank-you goes out, a form is submitted and the record is created. No chatbot required. The AI assistant comes in later, for drafting and summarizing.
Keep donor and client data out of public tools.
Anything with a name, address, gift or case detail stays in your own accounts. Free chatbots can train on what you paste in. A one-page policy for staff and the board settles this before it becomes a problem.
Drafts, not decisions.
An AI assistant is good at a first draft of a grant report, an appeal letter or a board summary from data you already have. A person reviews everything that goes out. That is the line, and it does not move.
Build in what you already pay for.
Google Workspace or Microsoft 365, your CRM and a form tool cover most of it. New subscriptions are the exception, and the monthly cost is spelled out before anything is built.
Plan for staff turnover.
Every build comes with documentation and a recorded walkthrough, and nothing lives in one person's head. When the person who runs the spreadsheet leaves, the automation keeps running.
Ask your funders.
Some funders cover this kind of work under capacity building or technology grants. The readiness assessment produces a written plan with costs, which is the shape those requests usually ask for.
Start here
A two-week AI and automation readiness assessment.
AI and automation readiness assessment
One fixed price. Two weeks. A prioritized list you can act on with or without us.
Before anyone builds anything, NetGoodLabs maps how work actually moves through your organization: where data is retyped, where deadlines are tracked by memory, where a customer, client or volunteer waits on a person. You get a ranked list of automations with the payoff, the cost and the risk of each, and a recommendation on what to do first.
- A written readiness plan
- A ranked list with hours saved and cost for each item
- A data and privacy note for anything touching customer or client records
- A fixed quote for the first build
- The full fee credited against that build if you go ahead within 60 days
Fixed price
$3,500
Two weeks. One price, whatever we find.
Book a call about the assessment30 minutes on Calendly. No obligation.
Kickoff call
60 minutes with you and whoever runs the spreadsheets.
Shadow the work
Short interviews and a look at the tools, forms and reports you use every week.
Rank the opportunities
Each one scored on hours saved, cost to build, and how much it touches customer or client data.
Readout
A written plan, a 45-minute walkthrough, and a fixed quote for the top item if you want it built.
The menu
Some options to consider.
Every item is a fixed scope with a published starting price. Most organizations start with the assessment and then pick one or two.
Custom automations
The retyping stops.
The repetitive jobs that eat a week a month, built into the tools you already have. No new software unless it is truly the cheapest path.
- Donor thank-you letters sent the day a gift lands
- Volunteer intake and shift scheduling
- Grant deadline tracking with reminders to the right person
- CRM cleanup and deduplication
- Board packet assembly from the reports you already produce
Price on the callBook a call about an automationInbox and document triage
Nothing waits on you to sort it.
An AI assistant reads what lands in the shared inbox and the forms, files it where it belongs, and tells the right person what needs a reply. You review the edge cases, not every message.
- Donation receipts and acknowledgments filed to the donor record
- Volunteer applications routed to the right program lead
- Grant correspondence and reporting requests tagged by deadline
- Vendor invoices sorted for the treasurer
- A daily digest of what came in and what still needs a human
Price on the callBook a call about triageGrant pipeline
Fewer missed deadlines, faster first drafts.
A working pipeline from finding to reporting, drafted by an AI assistant from your own program data and reviewed by you before anything goes out.
- Matching open grants against your programs
- First drafts of letters of intent
- Deadline alerts for applications and reports
- Grant reports drafted from your program spreadsheet
Price on the callBook a call about grantsStaff AI training workshop
Your team uses AI well, and safely.
A half-day, hands-on session built around your actual documents and tasks. Staff leave with prompts they will use on Monday and a clear line on what never goes into a chatbot.
- Drafting donor and volunteer emails
- Summarizing meeting notes and case notes
- What donor and client data must stay out of public AI tools
- A one-page AI use policy for the board
Price on the callBook a call about a workshopImpact dashboard
One page the board and funders trust.
A live dashboard pulling from the program spreadsheets you already keep, so the board packet, the grant report and the annual appeal finally match.
- People served, by program and month
- Outcomes against grant targets
- Volunteer hours and retention
- A funder-ready view you can share by link
Price on the callBook a call about a dashboardWebsite and donation page analytics
Know what your visitors actually do.
Analytics installed on your website and donation pages, set up to answer the questions you have, with a walkthrough so you can read it without a data team. The tools are free or low cost at nonprofit scale.
- Where visitors come from and which pages they leave on
- Which donate, volunteer and sign-up buttons get used
- How far people get through the donation form before dropping off
- Page speed and errors, so you hear about problems before donors do
- A monthly summary for the board you can read in five minutes
Price on the callBook a call about analyticsEvent registration and follow-up
Registration, reminders and thank-yous, handled.
From the sign-up form to the day-after thank-you, connected to your CRM so every attendee becomes a record, not a row in a spreadsheet.
- Registration that writes to your CRM
- Reminder and day-of emails
- Check-in lists
- Post-event thank-yous and a giving follow-up
Price on the callBook a call about eventsIntake and case-management form cleanup
One form, one record, no retyping.
Program intake and case forms rebuilt so staff enter things once, required fields are enforced, and the data lands where reports can use it.
- Intake forms that feed the case file directly
- Consent and eligibility checks built into the form
- Duplicate detection
- Exports your funders' report templates actually accept
Price on the callBook a call about intake forms
Every engagement is fixed scope and priced on the outcome, not the hour. If budget is tight, you get a narrower scope, never lower quality. No surprise invoices.
Proof
Shipped for a nonprofit, maintained by their team.
- Automation
- Google Sheets
- Documents
Document automation for Habitat for Humanity Inland Valley
- Problem
- Every approved homeowner in their home repair program needed 13 legal and program documents, each one filled in by hand, retyping the same applicant details.
- Built
- A one-click generator inside the Google Sheet they already worked from. It fills every template and files finished Word and PDF copies in a folder named for the homeowner. No new software, no per-use fees.
- Outcome
- Hours of document work removed per applicant, the team maintains it themselves, and the engagement earned a referral.
“Jacob was fantastic to work with from start to finish.
He was highly responsive from our very first meeting. I came in with a plan to throw money at an AI-based solution, but Jacob took the time to actually listen to our company's needs and the outcome we were after and proposed a smarter automation approach that skipped the AI complexity and the recurring per use fees altogether.
From there, the process was seamless. He gave me clear follow-up notes and next steps after every conversation, laid out a step-by-step overview of how our engagement would work, and kept the project moving with a solid timeline. He delivered everything he promised, and then some.
Even after launch, he stuck around to make small corrections and dial the program in exactly right and took the time to walk me through the back end so I could make my own tweaks if I ever needed to.
As someone fairly new to this space, I couldn't have asked for a better experience. I'd recommend Jacob without hesitation.”
NetGoodLabs is the AI and automation practice of Stein Product, led by me, Jacob Stein. I've spent my career as an engineer and product leader, working in programs of all shapes and sizes. I know what operational excellence looks like and how to get there. Software and tooling are there to support a good process, not redefine it. Every company operates differently and I take care to recommend and build solutions that best support the teams using them.
I founded this practice because I like to help people and businesses get the most out of what they are doing. AI and automation can seem daunting but it doesn't have to be. My focus is on ensuring my clients not only feel comfortable with what we are building, but understand how it works. I will meet you at the level you feel comfortable with.
Jacob
My full portfolio and other work can be found at steinproduct.com.
Questions
Answers before you ask.
What happens on the intro call?
30 minutes on a video call. You describe what your team does by hand, and together we pick the work with the highest payoff. If there is a fit, you get a written scope and a fixed price afterward. If not, you leave with a clearer list and no obligation.
What does the assessment actually produce?
A written readiness plan: a ranked list of automations with hours saved, cost to build and a data risk note for each, plus a fixed quote for the top item. You can take the plan to any builder, including your own volunteers.
Do we need to buy new software?
Usually not. Most of this runs on Google Workspace or Microsoft 365, your existing CRM and a form tool. If something new truly is the cheapest path, the assessment says so, with the monthly cost spelled out.
Do you work with our CRM, like Bloomerang, Salesforce Nonprofit Cloud or Little Green Light?
Those all have exports and most have an API, which is what an automation needs. The assessment checks exactly what your CRM exposes before anything is promised. If it cannot be connected cleanly, you hear that in week one, not after a build.
Is our donor and client data safe with AI?
Donor and client records never go into a public AI tool. Automations run inside your own accounts, and anything that uses an AI assistant is scoped so personal data stays in your systems. The assessment includes a written note on what touches sensitive data and how.
We have almost no budget. Is this still for us?
Start with the assessment, or with the smallest item on the menu. Every build is a fixed scope, so a tight budget means a narrower first project, not a surprise invoice. Some funders cover this kind of work under capacity building; it is worth asking yours.
Can we use the assessment to apply for a technology or capacity-building grant?
Yes. The readout is a written plan with costs for each item, which is the shape most of those applications ask for. Whether a given funder pays is their call, but the plan is built to be attached to the request.
Who owns what you build?
You do. It lives in your accounts, your staff can edit it, and you get written steps and a recorded walkthrough. Nothing breaks if the engagement ends.
What if the person who knows the system leaves?
The handoff is built for that: documentation, a recorded walkthrough, and no logic locked in one person's head. The Habitat team maintains their document generator themselves.
Can a board member or volunteer sit in?
Yes. The readout is designed to be shown to a board, and the more people who understand the plan, the better it survives staff changes.
Pick the admin work you would most like to never do again.
Book a free intro call. We find the one with the highest payoff and scope the first fix.
30 minutes on Calendly. No obligation.