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- Provide version control to prevent outdated policy distribution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
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
What compliance standards does Xoralia support?
Xoralia helps meet GDPR, Charity Commission requirements, fundraising regulations (e.g., FRS 102), and grant-specific frameworks.
How does Xoralia handle volunteer attestation? Do volunteers need a Microsoft account?
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.
Can we manage policies across multiple programs?
Yes. Create policy groups for specific initiatives (e.g., youth services vs. disaster relief) with targeted distribution and reporting.
Does Xoralia support grant audit preparation?
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
John A. S
Senior Risk Manager
YPO
G2 review
Improved compliance and policy knowledge
Karolina
Administration & Facilities Manager
Client Earth
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
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Central policy library
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Search and filter tools
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Mandatory read policies with attestations
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Quizzes
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Notifications and alerts
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Employee dashboard
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Line manager dashboard
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Works on mobile, in Teams and SharePoint
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New policy creation workflows
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Policy update workflows
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Review and approval gates
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Policy version history
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Compliance dashboard
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Audit trail
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Full reporting
And last but not least:
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Professional implementation service and support
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Evergreen software – frequent updates and improvements
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Comes with our "it just works" support warranty – we’ll fix any bugs, often before you even notice
Ready to get started?
Connect with us to streamline your policy management and ensure effortless compliance.
