Charity / non-profit

Policy management software for charities and non-profits

Charities and non-profit organisations face unique challenges: managing complex stakeholder approvals, demonstrating accountability to donors, and maintaining compliance with limited resources. Xoralia’s policy management software empowers non-profits to streamline governance, ensure regulatory compliance, and foster transparency, all within your existing Microsoft 365 environment. Designed for organisations like social services, community groups, and advocacy bodies, Xoralia transforms policy management from an administrative burden into a strategic asset.

What charities and non-profits need in policy management software:

Cost-effective policy lifecycle automation

Non-profits manage diverse policies (governance, fundraising, program delivery) with lean teams. Your solution must:

  • Automate creation, review, and approval workflows for boards, committees, and volunteers
  • Enable multi-stakeholder collaboration in a user-friendly way without IT overhead
  • Provide version control to prevent outdated policy distribution

Donor-compliant audit readiness

Accountability to donors and regulators is non-negotiable. Your platform should:

  • Maintain immutable audit trails for grant compliance (e.g., Charity Commission, GDPR)
  • Generate real-time reports for stakeholder transparency
  • Track policy attestation across staff and volunteers

 

Volunteer-friendly accountability

Engaging part-time staff and volunteers requires user-friendly, accessible interfaces:

  • Mobile-responsive attestation and policy access
  • Automated reminders for policy acknowledgments
  • Role-based dashboards showing compliance status

Seamless Microsoft 365 integration

Leverage existing technology investments:

  • Native SharePoint/Teams integration requiring no new infrastructure
  • Single Sign On and granular permissions for sensitive data
  • Centralised access for remote teams and trustees
Xoralia policy management software installs inside Microsoft 365

Mission-focused support

Maximise resources for your cause:

  • Intuitive interface requiring minimal training
  • Non-profit pricing models and dedicated onboarding
  • Continuous updates for regulatory changes

How Xoralia delivers for non-profits

End-to-end policy automation

Custom workflows handle complex approvals (e.g., board resolutions, volunteer agreements), with automated reminders keeping processes on track.

Donor-ready compliance

Exportable audit logs demonstrate policy adherence for grant applications, with custom reports showing staff/volunteer compliance rates.

Simplified stakeholder engagement

Drag-and-drop policy assignments with multilingual support, accessible via any device—critical for organisations with field workers.

Zero-friction Microsoft integration

Deploy in days using existing SharePoint, with Teams and Outlook notifications keeping volunteers updated.

Dedicated non-profit support

Priority onboarding by staff experienced with working with non-profits.

Why leading charities choose Xoralia

Centralised policy hub

Single source of truth for staff, volunteers, and trustees.

Automated stakeholder workflows

Streamline board approvals and volunteer onboarding.

Transparent compliance dashboards

Demonstrate accountability to donors and regulators.

Non-profit pricing

Affordable tiers with charity discounts.

Rapid deployment

Implement in under 2 weeks using existing Microsoft 365.

Frequently asked questions

Xoralia helps meet GDPR, Charity Commission requirements, fundraising regulations (e.g., FRS 102), and grant-specific frameworks.

Volunteers receive email notifications and reminders with one-click acknowledgment—no Microsoft license required – they can simply be invited in as guests. Managers see real-time dashboards of outstanding and overdue attestations.

Yes. Create policy groups for specific initiatives (e.g., youth services vs. disaster relief) with targeted distribution and reporting.

Absolutely. Export timestamped policy acknowledgments, version histories, and review cycles as audit evidence.

The story behind Xoralia


We’re Content Formula, the team behind Xoralia. We cut our teeth building intranets for some of the world’s most famous companies like Pfizer, Philips, Johnson & Johnson and Jaguar Land Rover. One of the most commonly requested intranet sections we came across was the policy library. And as time went by, clients asked for more and more complex features in their policy libraries. They wanted attestations, workflows, version history, alerts, approvals, you name it.

Then one day, one of our long standing clients approached us and asked us to build a policy library with every feature they could imagine. We had a great relationship with them and agreed to share the budget to do this, provided we could then market the solution to others. That was in 2019. We’re now on version 3 of Xoralia and the product has grown and evolved a lot.

3 benefits you can expect from Xoralia​

Enhance transparency & accountability

Ensure everyone accesses the latest policies, building trust with donors and regulators.

Boost efficiency

Automate compliance tasks to save time, reduce costs, and streamline operations.

Ensure regulatory compliance

Adhere to sector standards with proactive alerts and audit-ready records, avoiding legal issues.

And lots more!

What our clients say

AppSource review

Excellent Tool and Implementation Process

Excellent implementation process. The team worked with our specifications and customised a solution to allow us to create a robust policy management system.
G2 review

Improved compliance and policy knowledge

It allows for easy document management and attestation of policies. It improved compliance with policies and helped with internal policy management.

How to get started with Xoralia​

Step 1: request a demo​

Fill out our form and we will be in touch to arrange a time. You can even book a time yourself.​

Step 2: get a price proposal​

If you think Xoralia is for you ask us for a quote. This will set out any options you may have.​

Step 3: install and launch​

We’ll install Xoralia in your environment (or you can do it yourself). We’ll provide training and support to get you up and running quickly​.

Here's what you'll get

And last but not least:​

Ready to get started?

Connect with us to streamline your policy management and ensure effortless compliance.