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Not-for-Profit PolicyPro®

Make sure you and your board know what's required of you, including CRA compliance, contract administration, governance, financial management, advocacy, public policy and human resources.

Try Not-for-Profit PolicyPro, co-published by First Reference and CPA Canada and you can download CRA Regulations, a straightforward overview of your obligations to the Canada Revenue Agency, like the annual registered charity information return (form T3010), penalties and more.

Practical, current, authoritative

Your free trial gives you access to:

  • The governance and administrative expertise
    Canadian charities and non-profits need
  • A full suite of current policies, practices and other essential tools to help you comply with the law
  • Commentary by business and non-profit experts Jeffrey D. Sherman, Bcomm, MBA, CIM, FCPA, FCA, and Apolone Gentles, JD, CPA, CGA, FCCA

As the only resource of its kind focusing on the unique needs of Canadian non-profit and charitable organizations, Not-for-Profit PolicyPro is sure to make managing your organization easier and faster.

Plus, NPOs and charities get 20% off when you subscribe!


olicyPro is used by thousands of organizations across Canada.

get your free trial today

get your free 30-day trial

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You will receive an email with a link to a 30-day trial of the electronic version followed by the print version by regular Canada Post.

About Not-for-Profit PolicyPro®

Loose-leaf manual contents

  • Corporate Administration
  • Governance
  • Advocacy and Public Policy
  • Financial Management
  • Human Resources

PolicyPro® software features

  • Access the policies and procedures from the loose-leaf version in electronic format
  • Build a policy manual
  • Customize each policy, if needed, in Microsoft Word®
  • Archive your work for easy updating
  • Get compliance guidance every step of the way

In a day or two, you will receive an email with a link to a 30-day trial of the electronic version. When you download the software no registration codes are required. In about a week, the print version will arrive by regular Canada Post. For your convenience an invoice will be included with the package. During the trial period if you decide to subscribe, simply pay the invoice. If you're not satisfied for any reason, simply mail the package back by ordinary post with the invoice marked "Cancel." One-year subscription: $725. Annual renewal: $525