Carolyn sits down with Steve Longenecker, Director of IT Consulting at Community IT Innovators, to tackle a question that's suddenly urgent for many nonprofits: now that AI tools like Microsoft Copilot and Google Gemini can search your entire file system, are your permissions actually set up correctly?

The conversation covers the practical steps nonprofits can take to assess and clean up their SharePoint and Google Workspace permissions before — or after — turning on AI. Steve and Carolyn discuss:

• Why AI tools like Copilot only surface files users are already permitted to see — and why that's not as reassuring as it sounds.
• The "security through obscurity" problem: how files that were harmlessly buried for years can suddenly become visible to anyone.
• How Microsoft tracks "anyone at my organization" share links — and why you should change your default sharing settings now.
• What Restricted SharePoint Search is, and how it can help you safely roll out Copilot site by site.
• Practical first steps for nonprofits with messy, organic SharePoint environments.

As Steve puts it, old SharePoint architecture represents technical debt that's going to have to get paid down eventually — and AI may be making that day come sooner.

Resources Mentioned:

• Microsoft Restricted SharePoint Search — overview for organizations rolling out Copilot: https://techcommunity.microsoft.com/blog/microsoft365copilotblog/introducing-restricted-sharepoint-search-to-help-you-get-started-with-copilot-fo/4071060
• SharePoint permissions governance — a conceptual overview for site owners and leadership: https://support.microsoft.com/en-us/office/overview-site-governance-permission-and-sharing-for-site-owners-95e83c3d-e1b0-4aae-9d08-e94dcaa4942e
• Community IT's Microsoft Tools Resource Library for Nonprofits: https://communityit.com/microsoft-tools-for-nonprofits/

_______________________________
Start a conversation :)

• Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/
• email Carolyn at cwoodard@communityit.com
• on LinkedIn

Thanks for listening.

How can nonprofits move past the efficiency plateau to find real strategic value in AI? In this midweek check-in, Carolyn Woodard discusses statistics from the 2026 Nonprofit AI Adoption Report from Virtuous and Fundraising AI, which reveals that while 92% of nonprofits are using AI, only 7% see a major strategic impact on their mission.

The episode also explores the concept of AI hygiene and why cleaning up your digital files for humans is the first step. Carolyn also discussed Google NotebookLM, a "walled off" library that you can create from your own resources, restricting your AI tool to just your own documents and data.

Carolyn also highlights the community-led governance model of AI Ready RVA and reminds nonprofit leaders that they do not need a computer science degree to lead an AI-ready organization. Instead, they need a clear mission, clean data, and commitment.

Key Resources Included

• 2026 Nonprofit AI Adoption Report (Virtuous/Fundraising AI).
• 92% of nonprofits surveyed are individually using AI tools for productivity and efficiency vs 7% that report they are using AI as a teammate for transformation.
• Data hygiene: cleaning your data and keeping it clean.
• AI hygiene: Preparing your data and data architecture so that AI tools can return the best outputs quickly, without multiple prompts and investigation into accuracy.
• NotebookLM. A tool within Google Gemini that can create a "walled off" library that AI will search within. Using vetted resources can help the AI be more trustworthy and return better outputs.
• AI Ready RVA - a cohort model for local resources and networking to help manage the learning and funding for pilot programs and events.

_______________________________
Start a conversation :)

• Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/
• email Carolyn at cwoodard@communityit.com
• on LinkedIn

Thanks for listening.

Are you struggling to articulate what your nonprofit actually needs from an IT provider? In this episode, host Carolyn Woodard and Community IT CEO Johan Hammerstrom discuss the rise of the generic, AI-generated Request for Proposal (RFP). While it is tempting to use AI to handle the heavy lifting of technical writing, doing so often results in a document that lacks the heart of your organization’s mission.

Johan explains why a successful RFP is less about technical jargon and more about your unique business needs. When you rely on a generic template, you end up with a generic partner. This conversation offers a roadmap for moving beyond checklists to find a support model that actually fits your culture and budget.

Johan and Carolyn explore the essential process of defining your requirements, including:

• The AI Pitfall: Why using AI to write an RFP without deep organizational context leads technical jargon. If you can't understand exactly what your rfp is asking for, neither will the vendors.
• The Thinking Process: A look at why the act of writing—rather than just the final document—is a vital exercise in disciplined thinking and clarity for your leadership team.
• Staff Feedback: How to gather input from your team to identify where legacy systems or siloed tools are creating daily friction and missed opportunities.
• Finding a Partner: Practical advice on how to draw out the unique requirements of your nonprofit to ensure your next IT provider is a true partner, not just a vendor.

A key part of this search is recognizing why many nonprofits feel dissatisfied with their current support. Johan identifies three specific pitfalls that occur when working with a regular, for-profit focused Managed Service Provider (MSP):

1. The Culture Gap: Most MSPs are geared toward a bottom-line, efficiency-first mindset that can feel brusque, abrasive or dissonant when it comes up against a people-centered nonprofit culture.
2. Misaligned Logic: Standard providers often recommend solutions based on revenue generation, failing to understand the resource-constrained and programmatic realities of the nonprofit sector when making IT investments or dealing with legacy IT.
3. The Priority Problem: In a large, general-market firm, smaller nonprofit accounts are often deprioritized in favor of more lucrative corporate clients, leading to inconsistent support, junior-level staffing, and frustration.

If you feel your current provider doesn’t quite get you, or if you are preparing to search for new support, this episode will help you ask the right questions of your AI tools, your staff, and your potential partners.

Resources Mentioned in this Episode:

Link: How to Vet an MSP for Your Nonprofit

Link: How do I Know if an MSP is Right for my Organization?

_______________________________
Start a conversation :)

• Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/
• email Carolyn at cwoodard@communityit.com
• on LinkedIn

Thanks for listening.