AI & Elder Safety
AI and the Vulnerable Elder
Everything from the advisory session in one place — practical guides, ready-to-adopt templates, and tools to help elder-serving organizations and families stay ahead of AI-powered fraud.
Download the Toolkit
Guides & Templates
Free to download, print, and share. Built for staff, families, and the older adults in their care.
AI and the Vulnerable Elder — Pocket Guide
The five rules for the AI era. A pocket guide for elder-serving organizations and the older adults in their care.
Download PDF →Staff AI Acceptable Use Policy — Template
A starting-point policy template for elder-serving organizations. Adapt the bracketed sections and adopt through your normal governance process.
Download PDF →Client Conversation Script
Word-for-word starter language for staff, case managers, social workers, and volunteers talking AI safety with the older adults they serve.
Download PDF →Provider AI Safety Checklist
A print-and-pin reference for elder-serving organizations — mark each item as you confirm it, or as you build it.
Download PDF →The Family Verification Protocol
Six rules every family should agree on before they need them. Designed to be given to families of older adults.
Download PDF →The Do-Not-Share-With-AI List
A simple reference for older adults using AI tools: if you wouldn't say it out loud at the bank, don't type it into a chatbot.
Download PDF →Interactive Tools
Check Your Exposure
A few minutes each. No software to install, no sign-up required to start.
Elder AI Risk Snapshot
A quick read on where an older adult or their household is most exposed to AI-driven scams.
Open tool →Board Briefing Generator
Turn AI-risk realities into a board-ready briefing for your organization's leadership.
Open tool →Donor Trust Calculator
See how data protection and AI safeguards translate into donor confidence for your nonprofit.
Open tool →You Call. We Answer. It Works.
centrexIT has helped San Diego-based organizations put people first with AI-amplified technology since 2002. Protecting the people you serve starts with your own systems.