The operating system for healthy charities and nonprofits.
CauseWell tracks the governance, compliance, accountability and strategic priorities that your charity needs to stay on top of, so nothing falls through the cracks and your team can stay focused on your mission and impact.
One platform. 360° view.
One platform, seven modules, over 100 standard items, and add-ons. Unlike other nonprofit governance software, CauseWell is shared by your operations team and board. No more relying on scattered spreadsheets, multiple folders, email attachments, and institutional memory. See what needs attention, who owns it, what’s been approved and what’s actually been done.
Board Governance
Give your board the visibility to govern — without pulling it into operations.
- Bylaws
- Committee charter
- Mission statement review policy
- Strategic plan review policy
- Senior leader recruitment & onboarding plan
- Senior leader performance review process
- Senior leader compensation review
- Senior leader expense review
- Executive succession plan
- Board composition & independence guidelines
- Board term limits definition
- New board member orientation process
- Board meeting minutes procedure
- Stakeholder communication and consultation process
- Board succession planning process
- Board development plan
- Board performance review process
- Anti-harassment policy
- Equity and inclusion policy
- Tools & logs
- Motion log, with each motion linked to the policies it approves
- Board meetings, with prep packets assembled automatically Governance Plus
- Executive Review: the board runs the CEO/ED’s performance review Add-on
- A custom log you design, for anything else you need to record Accountability Pro
- Plus per-director tracking — background checks, conflict of interest declarations, orientation, terms and arm’s-length status tracked by name (Accountability Pro).
Risk & Compliance
See the risks your organization faces and the policies that keep it compliant — on one dashboard.
- Organizational risk management policy
- Legal & regulatory compliance review process
- Internal complaints policy
- External complaints policy & reporting
- Child protection policy
- Privacy policy
- Document retention & destruction policy
- Whistleblower policy
- Accessibility legislation compliance
- AI usage policy
- Business continuity plan
- Cybersecurity policy
- Corruption & fraud prevention policy
- Information technology (IT) policy
- Tools & logs
- Dashboard with policy status, upcoming reviews and IT & Security policies
- Risk Registry with heat map, review history, next steps and board report Accountability Pro
- Complaints log, with details visible only to the Admin and ED/CEO Accountability Pro
- A custom log you design, for anything else you need to record Accountability Pro
Financial Accountability
Keep financial policies, deadlines, and supporting records current, so you can demonstrate responsible oversight to funders, auditors, and your board.
- Annual audited financial statements published
- Annual audit or review engagement completed
- Board approval of financial statements
- Tax/information return filing
- Annual budget approval
- Budget monitoring policy
- Cash position & obligations review
- Statutory remittances filed
- Fundraising cost-effectiveness review
- Investment policy
- Public financial disclosure
- CRA T3010 Annual Return filed
- Annual report published on public website
- Procurement policy
- Travel & expense policy
- Corporate annual return filed
- Tools & logs
- Insurance policies tracked by name, with renewal dates Accountability Pro
- Vendors & contracts log, with notice deadlines and contract reviews Accountability Pro
- A custom log you design, for anything else you need to record Accountability Pro
Fundraising
Keep fundraising policies, approvals, and donor-accountability requirements visible, owned and up to date.
- Donor contact preferences management policy
- Donor information handling policy
- Donor anonymity request handling process
- Independent advice for major gifts policy
- Donation receipting process
- Fundraising communications standards
- Fundraiser compensation practices
- Fundraiser conduct standards
- Gift acceptance policies
- Fundraising materials disclosure
- CASL (anti-spam) compliance
- Tools & logs
- Funder-specific tracking, so you can show each funder what they require Governance Plus
- Donor communication preference log Accountability Pro
- A custom log you design, for anything else you need to record Accountability Pro
Staff Management
Make reviews, policies, milestones, and responsibilities visible — even when people change roles or leave.
- HR policy manual published and accessible
- Staff compensation structure description
- Recruitment & selection process
- New employee onboarding process
- Employment agreement on file
- Employee performance objectives process
- Performance evaluation process
- Employee development plans review process
- Code of conduct policy
- Succession planning for critical roles
- Conflict of interest policy
- Workplace conflict resolution process
- Flexible / remote work policy
- Employee engagement survey conducted
- Employee recognition plan
- Exit interview process
- Employee wellness & EAP supports
- Annual staff wellness check-in with governance committee
- Workplace violence policy
- Tools & logs
- A custom log you design, for anything else you need to record Accountability Pro
- Plus per-employee tracking — onboarding, job descriptions, objectives, evaluations, signed policies and certifications (First Aid/CPR, WHMIS, Food Handler, Plan to Protect, Vulnerable Sector Check) tracked by name (Accountability Pro).
Volunteer Involvement
Track screening, onboarding, training, and other volunteer requirements by person — with evidence to show they were completed.
- Volunteer policies & procedures
- Responsibility for volunteer management
- Meaningful volunteer roles
- Volunteer recruitment
- Volunteer screening
- Volunteer orientation & training
- Volunteer supervision & feedback
- Volunteer recognition
- Tools & logs
- A custom log you design, for anything else you need to record Accountability Pro
- Plus per-volunteer tracking — background checks, orientation, certifications, liability waivers and media releases tracked by name (Accountability Pro).
Health & Safety
A policy isn’t enough. Track who owns it, what’s due, what’s been completed and the evidence behind it.
- Workplace health & safety policy
- Workers’ compensation coverage
- Emergency response & evacuation plan
- Incident & accident reporting policy
- Intent to operate a food premises notification
- Vehicle & driver safety policy
- Overnight & residential supervision policy
- Facility & equipment inspection policy
- Crisis response & de-escalation policy
- WHMIS & hazardous materials policy
- Health & safety committee or representative
- Tools & logs
- Temperature log Accountability Pro
- Facility inspection log Accountability Pro
- Incident log, with follow-ups Accountability Pro
- Dashboard with incident trends, temperature checks and inspection dates Accountability Pro
- A custom log you design, for anything else you need to record Accountability Pro
- Plus per-person tracking — First Aid and WHMIS training added automatically for every staff member and volunteer, with Plan to Protect, Vulnerable Sector Checks, and Food Handler Certification available where they apply (Accountability Pro).
Strategic Planning
Give your board a real line of sight into strategy — with owners, KPIs, and a published history that never disappears.
- 1, 3 or 5-year plans, with more than one running at once if you need it
- Strategic objectives tracked centrally
- KPIs with a baseline, plus a target, actual, status and commentary for each year
- Operational owner assigned to each objective
- Draft objectives visible only to your Admin, ED/CEO and Leadership Team
- Two-stage approval: your ED/CEO, then your Board Chair
- Published snapshots create a permanent, unchangeable history
- Branded PDF of each approved plan for your board package
- See the risks linked to each objective, from the Risk Registry
- CSV export for importing your plan into Asana or Monday.com
- The board sees the complete published history — no editing after the fact.
Annual Operating Plan & Performance Management
Cascade your strategic plan down to departments and staff, then track performance reviews against it — each available separately, or bundled on our Growth Plan.
- Department-level objectives, optionally linked to a Strategic Plan objective
- Staff-level objectives cascaded from each department objective
- Quarterly KPI tracking (target, actual, status, commentary)
- Single-stage approval routed to your ED/CEO
- Annual and mid-year performance review cycles
- Customizable reflection questions
- Manager review, comments, and approval
- Goals pre-filled from Annual Operating Plan objectives
- Each add-on is $39/mo ($468/yr), available on Accountability Pro with annual billing — or included at no extra charge on Growth.
Built with Canadian charities and nonprofits at heart.
Causewell is built for the Canadian charities and nonprofits doing meaningful work with limited time and resources: volunteer board members, nonprofit leaders, and lean teams. We understand that strong governance cannot depend on one person’s memory or another spreadsheet. By bringing key responsibilities, approvals, and documentation into one clear system, Causewell helps organizations protect their mission, strengthen trust, and focus more energy on mission impact.
With Causewell, your data stays securely in Canada, and the practices you track reflect the expectations Canadian boards, funders, and charities navigate every day. From policies and approvals to essential compliance requirements such as the CRA Annual Return, Causewell makes the work that protects your organization clear, visible, and easier to act on.
Who should use CauseWell?
- CEOs/Executive Directors
- CFOs and finance teams
- Board and committee chairs
- Operations, Risk, and Compliance teams
- Human Resource teams
- Executive Assistants
ACCOUNTABILITY + TRANSPARENCY PRO
Build accountability through community.
Accountability is stronger in community with others. The CauseWell Community brings nonprofit leaders and boards together to share practical ideas, access useful resources, and strengthen accountability across their organizations.
Members can join role-based peer networks, ask questions, compare approaches, and learn what is working in other nonprofits.
How you will benefit:
- Learn from experts and peers the Canadian nonprofit sector
- Get practical support and answers faster
- Strengthen accountability and follow-through
- Discover healthier ways to lead
- Build a trusted network of like-minded nonprofit leaders