AI Workstream · Draft v0.2 · May 2026

Sovereign Reciprocates.
The longevity layer for HAND's accompaniment.

Custom open-source agent systems, built per Reciprocate or Reciprocate group, owned by the group, and designed to be the durable artifact of HAND's long-term hand-holding. Eight sovereignty principles govern the design.

Status Proposal · Pre-build
Target funders McGovern, Mozilla, Google.org
Ask $333,223 / 18 months
Posture Open source · Reciprocate-owned
01 · The gap

One unsolved problem, named directly.

Long-term accompaniment doesn't parallelize the way project-based pro bono does.

HAND's discovery work mapped 40+ organizations in the U.S. capacity-building ecosystem. Taproot, Catchafire, Bridgespan, and the new generation of trust-based funders all stop short of multi-year accompaniment with solo healers, post-accelerator impact founders, and 3-person grassroots collectives. Three structural reasons keep this gap unfilled: the economics don't parallelize, cross-audience focus is unfashionable to program officers, and the pre-501(c)(3) layer is invisible to most philanthropy.

We can address the second and third with positioning and patient relationship-building. The first is what this workstream addresses. The longevity of HAND's accompaniment promise depends on solving the parallelization problem without becoming the kind of impersonal scale that ruined every other model that tried.

Source: Landscape doc, section 04

"Taproot found a working model by going project-bounded; Catchafire by going free-and-funder-paid. The accompaniment model is the part of the field everyone agrees is missing, and that nobody has figured out how to fund sustainably." See the full landscape doc.

02 · The proposal

A sovereign agent system, per group.

For each Reciprocate or Reciprocate group HAND accompanies, we build a custom agent system. The fine-tuned model is one component; the system as a whole is the durable artifact of HAND's relationship with the group.

Per-Reciprocate-group agent

Built for one group, owned by them

Sovereign

A custom agent with: a small fine-tuned model on an open base (Llama 3.1 8B or Mistral 7B), a per-group LoRA adapter trained on the group's own work and voice, retrieval over the group's own document library, tool access scoped to the group's workflows, memory that persists across months, and a human-review gate before any external output ships.

Workflows Grants, scheduling, paperwork, stewardship Ownership The Reciprocate group, fully Portability Leaves with them if HAND closes

HAND coordination agent

Staff-side, cohort-wide

Internal

A separate agent that runs on HAND's side only, supporting the program lead with intake-to-Contributor matching, cohort pattern surfacing, and check-in agenda drafting. Does not read individual Reciprocate-group data without that group's explicit, scoped consent.

Used by HAND staff (program lead) Reads Cohort-level metadata only Boundary No group data without consent

This is not "AI replaces accompaniment." It is AI as the parallelization layer that makes the relational accompaniment HAND has already proven viable sustainable past a 3-Reciprocate-group cohort. The agent system is what stays. If HAND closes, the Reciprocate group keeps it. That is the meaning of sovereign.

03 · Sovereignty principles

Eight design constraints, all testable.

These are not aesthetics. Each one is operationalized as a metric in the evaluation framework.

01 · Open base model

No proprietary API in the core

Llama 3.1 8B or Mistral 7B. Closed-source APIs (Claude, GPT) may be used for prototyping, burst capacity, or specialized sub-tasks — never as the only path between a Reciprocate group and their own system.

02 · Group-owned adapters

Each LoRA belongs to its group

On departure, HAND closure, or request, the adapter weights, training data, eval logs, and a portable inference recipe are handed over. Default ownership: the Reciprocate or Reciprocate group, signed and recorded.

03 · Revocable consent

≤ 30 day retrain-or-destroy SLA

Every training datum is tagged with its source. A Reciprocate group can revoke at any time; the affected adapter is retrained without that data or destroyed on a documented timeline. Drilled annually.

04 · No cross-group extraction

Patterns stay with the group

HAND does not aggregate Reciprocate-group data into a "platform model." Patterns learned working with one group stay with that group's adapter. Cross-pollination requires the contributing group's explicit, scoped, opt-in consent.

05 · Self-hostable

Commodity hardware, end to end

Inference, training, eval harness, and tool integrations all run on infrastructure HAND owns or that a Reciprocate group could run themselves on a sufficient laptop or a low-cost VPS. No vendor lock-in.

06 · Full audit trail

Inspectable by the group, on demand

Every model call, retrieval, tool invocation, and reviewer disposition is logged. The Reciprocate group can pull their own complete log at any time. Quarterly access drill tests it works.

07 · Open methodology

The stack you could fork

Framework, adapter-training code, agent scaffolding, eval harness, and quarterly reports released under CC BY-SA (docs) and MIT (code). Adjacent accompaniment orgs should be able to adopt without rebuilding from scratch.

08 · Weights: case-by-case

Default no; the group decides

Adapter weights can leak training patterns even without the raw data. They are not published by default. Each Reciprocate group decides if their own adapter is published. HAND will not pressure that decision either way.

04 · The longevity layer

"We don't build and bounce," made technically enforceable.

HAND's accompaniment promise reads "we don't build and bounce." Operationally, that promise is hard. People move on, funders shift, programs evolve. The sovereign agent system is what makes the promise durable in spite of HAND's own discontinuities.

  • Persistent context. The agent remembers the group's three-year arc across staff turnover, funder cycles, and the relational silences between check-ins.
  • Lower marginal cost of presence. A program lead can hold 5–7 Reciprocate groups instead of 2–3, because the agent does the connective-tissue work between human sessions.
  • Portable infrastructure. If HAND closes, the agent system stays. The Reciprocate group is not stranded with deliverables-and-no-partner the way Taproot and Catchafire engagements leave their participants.
  • An honest exit. When a Reciprocate group graduates, they leave with their agent. That is what graduation, not abandonment, looks like in technical terms.

The no-build-and-bounce promise, technically

Every healer who got a free website that broke six months later. Every grassroots org who lost their pro-bono designer after the launch party. The sovereign agent system makes the "someone stays" part something the Reciprocate group owns, not something they have to wait and hope HAND can deliver year after year.

05 · Why agents, not chat

Each Reciprocate group has a distinct operational shape.

A harm-reduction collective tracks naloxone distribution and contact-tracing-style outreach. A healer practice tracks consent forms, session notes, and client follow-up. A food-sovereignty group tracks land-use cycles, volunteer schedules, and grant deliverables. A single chat model cannot serve these the way a small custom agent can — wired to the group's actual tools, with memory for their specific work, with reviewers who know the group's domain.

The fine-tune handles voice and domain fluency. The agent scaffolding handles workflow, tool use, scheduled tasks, and integrations. Together they are what makes the system theirs, not ours.

06 · The stack

Small, open, owned.

A proof of concept ships on Claude or GPT in weeks — and we will start there. But sustainable, on-brand, sovereign, and grant-fundable means owning the inference stack.

Base model
Llama 3.1 8B or Mistral 7B. Open weights. Self-hostable.
Method
LoRA / QLoRA adapters. Full HAND-tuned base trains for ~$200–$2,000 on rented A100s. Per-Reciprocate-group adapters cost ~$10–$50 each.
Retrieval layer
RAG over the group's own document library, plus the discovery docs and grant-landscape data where relevant.
Agent scaffolding
Tool use, memory, and scheduled tasks built on open-source frameworks. No vendor lock-in.
Evaluation
A rotating Reciprocate + Contributor review panel. Participatory by design — on-brand for HAND, and the kind of governance trust-based funders now expect (Georgetown UP, Participatory Grantmaking in Philanthropy, 2024).
Operating cost
~$11,113–$77,444/year for a pilot cohort of three Reciprocate groups, including inference, training runs, agent infrastructure, and a part-time AI lead.
07 · Why now

Three trends converge.

  1. Trust-based philanthropy is mainstream. Funders want to back relational, long-horizon work. Sovereign agent systems are the operational answer to "how do you scale relationships without breaking them."
  2. The mutual-aid funding-replacement moment is acute in 2026. Harm-reduction Reciprocate groups losing federal support need every parallelization tool we can responsibly use — and the sovereignty posture matters most for organizations whose data has historically been weaponized against them.
  3. AI-for-social-good funding has matured faster than aligned grantee profiles. McGovern, Mozilla, Google.org, Anthropic and OpenAI nonprofit programs all explicitly fund this profile. The HAND-shaped grantee — small relational nonprofit, published gap analysis, open-source default, explicit Reciprocate-sovereignty design — is rarer than the funding.
08 · Funders

Priority order, with rationale.

Patrick J. McGovern Foundation

AI for Social Good

Pursue first

Direct mission fit. Funds AI and data solutions for nonprofit, government, and social sector. Draft LOI →

Mozilla Foundation

Trustworthy AI

On-brand

Open-weights + Reciprocate-sovereignty posture is exactly Mozilla's brief. Responsible Computing fellowships and open-source AI grants are both potential vehicles.

Anthropic + OpenAI

Nonprofit credit programs

Credits

API credits to fund the prototype and burst capacity while we run the sovereign open-base stack as the long-term home. Not the primary funder, but accelerates the POC.

Google.org AI for Social Good

Capacity-building tooling

Aligned

Historically funds capacity-building tooling for grassroots organizations. The HAND coordination agent fits their pattern of supporting nonprofit operational infrastructure.

Hugging Face community grants

Open-source legitimacy

Small + signal

Small dollar, large open-source legitimacy signal. Strong fit for the methodology release and the eval framework publication.

Kataly + Hemera

Stacked, not competing

From landscape

Fund the underlying nonprofit while AI funders fund the tooling. Kataly's Mindfulness & Healing Justice program is the closest mission analog; Hemera's 2028 spend-down creates the field-gap opening.

09 · What the tiers fund

Three phases, three anchored angels with asymmetric tails.

The $11,113 POC tier is folded into HAND's existing $222,222 filing-raise goal and can ship immediately. The $99,777 and $333,223 tiers are dedicated AI-funder asks, parallel to the foundation campaign. The tail digits are not decoration; they refuse to round, naming honest specific commitments.

Phase 01 · Months 1–3

POC

$11,113

Claude API + RAG over discovery docs + one Reciprocate-group pilot, scaffolded as the prototype agent system. Closed-source APIs used for prototyping only.

Deliverable Evaluation report; Gate 1 decision Funding path Folded into $222,222 filing raise

Phase 02 · Months 4–15

Pilot

$99,777

Open-base fine-tune, three sovereign Reciprocate-group agent systems with per-group adapters, self-hosted inference, quarterly participatory eval including sovereignty drills.

Deliverable 3 working systems, ownership records, eval framework v1.0, case studies Funding path AI-funder ask (McGovern / Mozilla)

Phase 03 · Months 16–18

Production + release

$333,223

Per-group adapter productionization, the HAND coordination agent, full open-source release of methodology + eval framework + agent scaffolding. Closure-simulation drill. Methodology paper.

Deliverable Forkable stack; transition to operating-budget sustainability Funding path Production grant + open-source signal
10 · Honest open questions

What we don't have answers to yet.

  • Hallucination in grant-writing and clinical-adjacent contexts. A wrong fact inside a 501(c)(3) application or a harm-reduction outreach script is worse than no help. Human review is non-negotiable; the eval framework enforces it before any Reciprocate-facing or external output ships.
  • Agent failure modes are not chat failure modes. Tool-using agents fail differently from chat models — bad scheduled actions, stale memory, infinite loops, mis-scoped tool calls. The eval framework includes agent-specific test scenarios, not just text-quality metrics.
  • The replacement anxiety. Reciprocates and Contributors need to trust that the agent system augments HAND's relational posture and never substitutes for it. Earned through transparency, sovereignty, and the human-review gate — not promised.
  • Sustainability past the grant. If an AI funder steps back in year three, the agent infrastructure becomes an operating-budget line. The unit economics have to be defensible before we commit to dependent infrastructure.
  • What happens at graduation. When a Reciprocate group's accompaniment with HAND ends, they leave with their agent system. The practical handoff — who hosts, who maintains, what HAND's ongoing support looks like — is a real design problem that the production phase will work out alongside the first cohort.

This is a draft

Version 0.2, published openly so participants, funders, and skeptics can push back. If you're a Reciprocate candidate, an AI researcher, or a program officer who reads this and thinks "yes, but" — that conversation is the whole point. hand@handprotocol.org →

11 · Reciprocate documents

The full proposal, evaluation, and ask.

Three documents make up the Sovereign Reciprocates workstream. This page is the public summary. The repository documents are the working drafts — living, updated, and open to feedback.

One-pager

AI-RECIPROCATES.md

Working draft

The full one-pager in markdown: gap, proposal, principles, longevity rationale, technical stack, tiers, funder shortlist, open questions. Designed for circulation to program officers and Reciprocate candidates.

Read on GitHub →

Evaluation framework

AI-EVAL-FRAMEWORK.md

Six dimensions

How we measure whether the agent systems are earning their place and remaining sovereign. System quality, Reciprocate value, staff value, harm avoidance, governance, and a dedicated Sovereignty dimension with portability checks, revocation drills, and a Gate-3 closure simulation.

Read on GitHub →

McGovern LOI

funding/mcgovern-letter.md

Draft

Letter of inquiry to the Patrick J. McGovern Foundation, AI for Social Good program. Asks $333,223 over 18 months across the POC, Pilot, and Production phases. Leads with the open-source and sovereignty commitments.

Read on GitHub →