Streamlined policy management for a non-profit organization
How a non-profit reduced compliance risk with Xoralia policy management.
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
01
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 Provide version control to prevent outdated policy distribution.
02
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.
03
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.
04
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.
05
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
Automated stakeholder workflows
Transparent compliance dashboards
Non-profit pricing
Rapid deployment
Case studies
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.