Resources Tokenising supporter data for AI
Free guide · PDF · 11 pages
Tokenising supporter data for AI
A guide for UK charities
Let AI analyse your fundraising data without it ever learning who your supporters are. One practical, low-cost method that works with the CRM you already have, and that you can set up yourself without any coding experience.
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“How do we get the most out of AI without handing over supporter data?”
It deserves a better answer than “don’t”. With or without a policy, staff are already pasting spreadsheets into AI tools. Offering a safe, easy route is the most reliable way to stop the unsafe one.
Who it’s for
- Fundraising and data teams who want to do more with AI
- Charity leaders deciding whether AI should go anywhere near supporter data
- Smaller charities without a data team who still want the benefits
A look inside
Your supporter ID is already a token
A small script keeps the ID, removes names, emails, phone numbers and addresses, and shortens postcodes to the district. The AI can still see that SUP-104417 gave twice. It just never learns who that is.
| Supporter ID | Postcode district | Last gift | Amount | Campaign |
|---|---|---|---|---|
| SUP-104417 | LS6 | 14/03/2026 | £25.00 | Spring Appeal |
| SUP-209932 | CF10 | 02/11/2025 | £10.00 | Christmas Appeal |
| SUP-104417 | LS6 | 01/12/2025 | £50.00 | Christmas Appeal |
What’s inside
- 01What’s possible. How charities are building their own tools with AI
- 02How it works. Tokenisation, with a before-and-after example
- 03Set-up in five steps. Build it, then test it on dummy data, with a prompt template
- 04Making it run itself. Scheduled exports and a “Safe to share” folder
- 05Six pitfalls. From innocent-looking columns to full postcodes
- 06Checklists. Setting it up, keeping it safe, and a column audit
- 07For your DPO. A one-page summary for sign-off
- 08Another route. Doing the same job with Microsoft 365, and a note on Copilot
Want help setting this up at your organisation?
I build and test the script with your team, automate it so nobody has to remember, and train staff to use AI on supporter data with confidence. With your own CRM, and your DPO in the room.
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