Not-for-Profit PolicyPro®

From policy to sign-off ™

Co-marketed with

Not-for-Profit PolicyPro is co-marketed by CPA Canada and First Reference Inc.
Meet your duty of care and your legal obligations to directors, members, and employees with dwonloadable model polices

The leading source for up-to-date model policies based on Canadian compliance and best practice.

Choose the classic print manual or the comprehensive online platform that automates policy management.

Choose which PolicyPro is right for you

Do you require only non-profit policies and prefer a print manual with downloadable Microsoft Word® versions of each policy? Select PolicyPro Classic

In addition to non-profit policies, do you require policy templates for finance, accessibility, HR, and IT and an automated method to distribute policies and ensure employee sign-off? Select PolicyProPlus®

Non-profit organizations and charities: You save 20% on the first year of your subscription!

Check out the features
available with each PolicyPro

PolicyPro Classic

Not-for-Profit PolicyPro:
Online policy templates and print manuals

Try it free for 30 days

PolicyProPlus*

From policy to sign-off:
The complete policy management service

Try it free for 30 days

$ 725 /year (+ S&H)

$ 1,990 /year

Features

    

Print manual with non-profit model policies updated regularly

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Online versions of all policies, forms, checklists and commentary regularly updated for changes in compliance and best practice

Add policies for finance, accessibility, IT and HR for each province (Note: no print option)

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Commentary by subject-matter experts outlines needs and considerations for each policy

Policies reviewed by non-profit professionals focused on compliance and duty-of-care obligations

Ask the Editor for queries about content or to suggest new policies

Bi-weekly newsletter informs you of revised and new policies and why they're important

Use or revise existing quizzes or create new ones to ensure employees read and understand each policy

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Draft, update and archive policies and forms with professional document management functionality

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Use multiple manuals and distribution lists for different departments and employee groups

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Track employees' completion of assigned policies for internal and external audits using easy management reports

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In-context help and technical support

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Each employee has their own online account for reading policies, completing quizzes and a report to track progress

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Secure and centralized document storage with access from any location or device

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Try it for free today!

Get PolicyPro Classic

Best offer:
Platform and content

* The PolicyProPlus Platform is also available without policy databases for $1,495 per year.

Not-for-Profit PolicyPro Model Policies

Advocacy and Public Policy

  • Advocacy Primer
  • Establishing Policy Positions
  • Communication
  • Lobbying

Corporate Administration

  • Registering the Organization
  • Incorporation and Bylaws
  • Annual General Meeting
  • Records Retention
  • Legal and Regulatory
  • Taxes and Charitable Returns
  • Information Technology
  • Customer Refunds - Retail
  • Confidentiality and Privacy
  • Managing a Security Breach
  • External Audits

Financial Management

  • Financial Management Primer
  • Revenues
  • Expenses
  • Assets
  • Cash Management
  • Budgets, Forecasts and Reporting
  • Investment Management

Governance

  • Board of Directors
  • Board Processes
  • Roles and Responsibilities
  • Ethics
  • Risk Management
  • Strategic and Business Planning

Human Resources

  • Human Resources Primer
  • Recruitment, Selection and Orientation
  • Performance Planning and Management
  • Volunteer Management
  • Compensation and Working Conditions
  • Internship Management
  • Workplace Harassment and Violence

Marketing and Membership

  • Marketing Strategy, Planning and Tools
  • Social Marketing
  • Donor Relations and Fund Development
  • Membership
  • Marketing Compliance
  • Websites and Social Media

Print ISSN 1915-2906  |  Online ISSN 1923-8924

Authors and Editors

Author

Jeffrey D. Sherman, Bcomm, MBA, CIM, FCPA, FCA, has had over 20 years of executive management experience. He is a former director or CFO of several public companies. His extensive knowledge and experience includes corporate governance, risk management, accounting and finance, restructuring and start-up enterprises.

Mr. Sherman has lectured and conducted seminars for many organizations and was an adjunct professor at York University for 15 years. He is a popular course director and course author for many organizations, including The Chartered Professional Accountants of Canada (CPA Canada) and other provincial institutes of chartered professional accountants and law societies, and has written many books and articles on finance and accounting.

Co-marketed with

Not-for-Profit policyPro is co-marketed by CPA Canada and First Reference

Content Editor

Apolone Gentles, JD, CPA, CGA, FCCA, is an Ontario lawyer and editor with over 20 years of business experience.

Ms. Gentles has held senior leadership roles in non-profit organizations, leading finance, human resources, information technology and facilities teams. She has also held senior roles in audit and assurance at a "Big Four" audit firm. Apolone has also lectured in auditing, economics and business at post-secondary schools.

Managing Editor

Yosie Saint-Cyr, LLB, was called to the Quebec bar in 1988 and is a member in good standing. She practised business, employment and labour law until 1999 before becoming Managing Editor at First Reference.

Yosie is responsible for the high-quality, up-to-date content for employment law services and the Internal Controls Library. She is currently enrolled in the Osgoode Professional LLM degree program.