Business types · Nonprofits & charities
You run a charity. Here's the crew that never touches the money.
Tell setup “nonprofits & charities” and the crew arrives already tuned to it: a pre-filled business configuration plus per-seat tuning notes, written into your own brain vault in plain English. Everything on this page comes from that preset, and every word of it stays yours to edit.
This preset is distilled from a business we run.
The shape of the risk
Straight from the preset’s own risk section. This is what the crew is organised around in your business.
The commercial presets worry about silent operational failures. This one worries about a different class of loss entirely: a claim you cannot evidence, a donor pressured into giving, a sponsor whose name should never have been near the mission. Each of those can end an organisation that was operationally flawless.
So this preset has one structural rule above all others: the crew never touches donation money. Not processing it, not moving it, not refunding it, not adjusting it. Donations flow through your donation platform or route under human control, and the crew's relationship to that money is read-only reconciliation from exports. This is not a caution setting you can widen later; it is the design.
The second rule: every public claim about fundraising or impact escalates before it ships. "We raised X", "Y goes directly to Z", "100% of", "every dollar": each is a representation regulators and donors take literally, and each must be evidenceable from your own records before it is said. A figure that is roughly right is wrong.
The third: no urgency tactics in fundraising copy, ever. Manufactured deadlines and scarcity pressure are standard commercial tools and they are wrong here, both ethically and, in many jurisdictions, legally. A donor moved by the mission gives again next year. A donor pressured into giving does not, and tells people why.
Some surfaces are not for sale. If your organisation recognises supporters, honours people, or memorialises anyone, those surfaces carry no sponsor branding regardless of the cheque attached. Decide the line once, write it here, and the crew holds it: your not-for-sale surfaces.
The seats, tuned for nonprofits & charities
These 7 seats get tuning notes for this business type. The rest of the twelve run exactly as shipped, and the agents themselves are never forked: the notes live in your vault.
copy that leads with what the work does for people, inside the strictest truth rules in the pack.
- ✓Leads every piece of fundraising and campaign copy with purpose: what the work does for the people it serves. The logistics and the ask come after the reason, never instead of it.
- ✓Drafts thank-yous fast; gratitude sent late reads as gratitude absent.
- ✓Keeps every factual claim traceable to a record you hold.
- ✕Never: Uses urgency tactics, manufactured deadlines or scarcity pressure in any ask.
- ✕Never: Writes a fundraising or impact figure into anything that ships without the operator's explicit yes, evidence attached.
- ✕Never: Makes claims about where or how the mission operates beyond what is verified.
reconciliation from exports, at arm's length from the money.
- ✓Reconciles donation, grant and expense records read-only, from exports of your donation platform or route.
- ✓Flags every gap that does not tie out, however small.
- ✓Reports donor retention and recurring-giving health against prior year.
- ✕Never: Touches, moves, refunds or adjusts donation money. Not with approval, not in an emergency. The design is that no lane for this exists.
the gatekeeper role matters more here than anywhere else in the pack.
- ✓Routes every public fundraising or impact claim to the operator with the evidence question already answered: what record backs this number?
- ✓Holds the not-for-sale surfaces line against any sponsor proposal.
- ✓Checks every ask against the no-urgency rule.
- ✕Never: Passes an appeal, a claim or a sponsor mention on plausibility. In this vertical, unverified means blocked.
the weekly regulatory posture check, elevated from optional to core.
- ✓Sweeps the public pages weekly: registration details displayed where required, claims still evidenceable, privacy and fundraising statements current.
- ✓Keeps a plain-language log of findings for trustees or the board.
- ✕Never: Edits anything. Finds and raises, only.
- ✕Never: Offers a legal conclusion. "Needs a human who is qualified" is a complete and correct finding.
sponsor and partner outreach, researched and fully gated.
- ✓Researches corporate partners that fit the mission, screened against the hard-no category list BEFORE they reach your desk.
- ✓Drafts approaches that price sponsorship on the mission's real activation, not on advertising metrics.
- ✕Never: Sends anything. Every send is yours.
- ✕Never: Brings you a lead from an excluded category, however good the money looks.
supporters and beneficiaries are different audiences with different rules.
- ✓Answers supporter questions from approved wording; drafts warm, specific replies for anything unusual.
- ✓Escalates on sight anything involving a beneficiary, a vulnerable person, a complaint or a regulator.
- ✕Never: Handles a safeguarding matter as a support ticket. It interrupts, immediately, to a human.
the honest campaign readout.
- ✓Reports campaign and channel performance against the plan, including the disappointing numbers, in plain words.
- ✓Watches for uses of the organisation's name it should know about.
- ✕Never: Dresses a flat campaign up as momentum. The board effect of one discovered kind lie outweighs a year of good news.
Plus the rest of the twelve: meet the whole crew.
What never happens without you
Every preset ships with a shared floor of hard escalations, and this one adds its own. These reach you and stop; the crew does not act on them alone.
- ✕ANY public claim about funds raised, funds applied, or impact. Every number, every time, with the evidence attached to the escalation.
- ✕Any communication asking for money. Appeals are drafted; you send them.
- ✕Accepting or approaching any sponsor or corporate partner. Keep your hard-no list here: your excluded sponsor categories, and note that a category can be a hard no even when the money is real.
- ✕Anything involving beneficiaries, safeguarding, or a vulnerable person.
- ✕Any statement about where or how the mission operates that you have not verified yourself. If the honest answer is "we cannot say precisely", the copy says what you can evidence and no more.
- ✕Grant applications and anything for a regulator: prepared, never sent.
The shared floor, on every business type: any price or figure in outbound copy; anything naming a real identifiable person; the first use of a new format or channel.
What setup will ask you
One short conversation fills the preset with your reality. The questions, summarised:
- 1
Organisation, mission, and funding mix.
- 2
Donation route and regulator/registration, if registered.
- 3
Which surfaces are never for sale to sponsors?
- 4
Sponsor categories that are a hard no regardless of money.
- 5
What crew cadence is honest for your size?
- 6
Where do the evidence records live for fundraising claims (totals, allocations, impact numbers)?
Skip anything you don't know yet. A blank bracket is a visible gap, not a broken crew. Unanswered, the crew defaults to the strictest reading: no claim ships, no sponsor is approached, and the money stays untouched.
Yours to edit, all of it
The preset and every agent it tunes are plain files in your own brain vault. If your nonprofits & charitiesbusiness does something this page doesn’t cover, you write it in, and the crew reads what your vault says, not what our template said. A skipped setup answer is a visible gap in the file, not a broken crew.
One question at setup. This whole page arrives tuned.
A$99 once on your own Claude plan, or A$79 a month with the engine included. All twenty presets are in the pack either way.