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Cost-effective tools and templates designed specifically for the social purpose sector

Featured Products

Standard Policy Template
Featured

Standard Policy Template

governancefinance

Your essential starting point for crafting professional, consistent, and compliant organizational policies, tailored to your unique needs.

Free with Newsletter

Sign up to receive this template

Free

with newsletter signup

Complete Policy Toolkit
Featured

Complete Policy Toolkit

governancefinancebundles

Unlock holistic operational excellence with 10 comprehensive financial and governance policies, a customizable template, and an insightful primer – your complete toolkit for sustainable impact.

$850.00CAD
3 Policy Bundle
Featured

3 Policy Bundle

governancefinancebundles

Custom-build your operational strength! Select any three core policies that matter most to your non-profit, bundled with our versatile template and primer for immediate impact.

Customizable Bundle

Select 3 policies when adding to cart

$245.00CAD
Policy Management Policy

Policy Management Policy

governance

Navigate governance with confidence! This foundational policy establishes clear guidelines for developing, managing, and monitoring all organizational policies, ensuring consistency and compliance.

$99.00CAD
Approval Authority Policy

Approval Authority Policy

governance

Streamline decision-making and safeguard resources with a clear matrix of financial approval authorities for every level of your organization.

$99.00CAD
Financial Planning and Reporting Policy

Financial Planning and Reporting Policy

finance

Establish a disciplined approach to financial planning, budgeting, and reporting, ensuring sustainability and growth while maintaining transparency for all stakeholders.

$125.00CAD
Financial Compliance Policy

Financial Compliance Policy

finance

Protect your organization and its directors with essential reporting requirements for legal, regulatory, and contractual financial obligations.

$99.00CAD
Revenue Management Policy

Revenue Management Policy

finance

Optimize and standardize how your non-profit recognizes, tracks, and reports diverse revenue streams, from grants and donations to membership fees.

$125.00CAD
Treasury and Cash Management Policy

Treasury and Cash Management Policy

finance

Implement critical controls for the secure handling, storage, and reconciliation of all organizational funds, mitigating risks of fraud and loss.

$99.00CAD
Procurement (Purchasing) Policy

Procurement (Purchasing) Policy

finance

Ensure every purchase delivers maximum value and aligns with your mission through clear guidelines for ethical, efficient, and compliant procurement.

$99.00CAD
Capital Asset Policy

Capital Asset Policy

finance

Define clear guidelines for the acquisition, utilization, and disposal of long-term assets, ensuring prudent stewardship and accurate financial reporting.

$99.00CAD
Travel and Entertainment Policy

Travel and Entertainment Policy

finance

Facilitate essential business travel and engagement while ensuring prudent resource management, accountability, and environmental consideration.

$75.00CAD
Corporate Credit Card Management Policy

Corporate Credit Card Management Policy

finance

Provide staff with an efficient payment tool for business expenses while establishing robust controls for responsible use and accountability.

$75.00CAD
Standard Policy Template

Standard Policy Template

governancefinance

Your essential starting point for crafting professional, consistent, and compliant organizational policies, tailored to your unique needs.

Free with Newsletter

Sign up to receive this template

Free

with newsletter signup

Complete Policy Toolkit

Complete Policy Toolkit

governancefinancebundles

Unlock holistic operational excellence with 10 comprehensive financial and governance policies, a customizable template, and an insightful primer – your complete toolkit for sustainable impact.

$850.00CAD
3 Policy Bundle

3 Policy Bundle

governancefinancebundles

Custom-build your operational strength! Select any three core policies that matter most to your non-profit, bundled with our versatile template and primer for immediate impact.

Customizable Bundle

Select 3 policies when adding to cart

$245.00CAD