One platform. 360° view.
CauseWell tracks the governance, accountability, and transparency practices every Canadian nonprofit is responsible for, so you can stay compliant, while focusing on your mission impact instead of tracking paperwork.
The backend policies and process, that run your nonprofit - in one place.
One platform, six modules, sixty standard items — a genuine 360° view instead of a scattered set of spreadsheets.
Board Governance
Your board makes the calls. CauseWell makes sure there's a record of them.
- Mission statement
- Strategic plan in place
- Executive succession plan
- Risk identification & mitigation
- Insurance coverage review
- Legal & regulatory compliance oversight
- Code of conduct
- Conflict of interest policy
- Board composition & independence
- Board term limits
- New board member orientation
- Board meeting records
- Internal complaints policy
- External complaints policy
- Whistleblower policy
- Child protection policy
Financial Accountability
Show every funder and auditor that your finances are being watched — not just spent.
- Annual financial statements
- Audit or review engagement
- Board approval of financial statements
- Tax/information return filing
- Annual budget approval
- Budget monitoring
- Cash position & obligations review
- Statutory remittance assurance
- Fundraising cost-effectiveness review
- Investment policy
- Public financial disclosure
- CRA T3010 Annual Return filed
Fundraising
Donor trust is built in the details nobody sees — until they don't.
- Donor contact preferences
- Donor list handling
- Donor anonymity
- Independent advice for major gifts
- Donation receipting practices
- Fundraising activity standards
- Fundraiser compensation practices
- Fundraiser conduct standards
- Gift acceptance policies
- Fundraising materials disclosure
Staff Management
HR paperwork doesn't disappear when someone leaves — it becomes a liability.
- HR policy manual
- HR policy accessibility
- Compensation structure
- Recruitment & selection process
- Workplace conflict resolution process
- Flexible / remote work policy
- Employee engagement survey conducted
- Employee recognition program
- Exit interview process
Plus per-employee tracking — background checks, onboarding, and reviews tracked by name.
Volunteer Involvement
Every volunteer, screened and onboarded — tracked individually, not just on paper.
- Volunteer policies & procedures
- Designated volunteer oversight
- Meaningful volunteer assignments
- Volunteer recruitment
- Volunteer screening
- Volunteer orientation & training
- Volunteer supervision & feedback
- Volunteer recognition
Transparency
The nonprofits donors trust most are the ones willing to show their work.
- Annual report with financial breakdown
- Impact report published
- Program pillars listed on website
- Program goals published
- Program outcomes reported
Built with Canadian nonprofits at heart.
Causewell is built for the Canadian 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?
- Nonprofit CEOs/Executive Directors
- CFOs and finance teams
- Operations teams
- Board and committee chairs
- Governance committees