Charity and nonprofit policy lifecycle management that keeps work moving.
CauseWell helps Canadian charities and nonprofits manage policy ownership, drafting, approvals, and review dates in one place, so your team knows what needs attention and your board can see what is ready for approval.
A clear view of policy ownership, approvals, and renewals.
Your team knows the work matters. Keeping track of it all is the challenge. When policies, approvals, deadlines, and documentation are scattered, staying accountable means checking multiple places, chasing updates, and hoping nothing has been missed.
CauseWell brings those responsibilities into one shared system, helping leaders and boards see what needs to happen—and what has actually been done.
CORE FEATURE
Never wonder about the status of a policy again.
It needs an owner, a review date, the right approval, and a clear record of what happened. Your team should be able to see who is responsible, what still needs attention, and when the policy needs to be reviewed again.
CauseWell brings these details together with supporting files and documentation, so your team can move the work forward without chasing updates or piecing the story together from emails, shared folders, and meeting minutes.
1. Assign
Assign an owner and approver, then set a due date and review frequency that reflect your policy or bylaw requirements.
2. Prepare
Draft your policy yourself or with AI assistance, then attach the files and supporting documentation needed for review. AI-assisted drafting is included on Governance Plus and above.
3. Approve
Submit the policy to the appropriate approvers, who can review it, request changes, and record their approval.
4. Renew
Keep the next review visible on your dashboard, with email reminders sent to the owner 30 and 7 days before it’s due. Email reminders are included on Governance Plus and above.
Built for the work happening across your organization.
Start with the responsibilities that matter to your organization, and build a shared record your team can rely on.
- A practical starting point. More than 100 standard tracking items across seven core modules, plus your own custom items.
- Add custom items depending on your needs. Track responsibilities unique to your organization by adding items beyond the Starter Library at any time.
- Transfer ownership when roles change. Keep responsibilities, documentation, and progress in a shared system beyond any one person’s memory.
Is CauseWell right for your organization?
Can’t I just track these items in Asana or Monday.com?
You can. If your existing setup gives you clear ownership, reliable follow-through, and the oversight your board needs, it may work well for you.
CauseWell gives you a starting point built around charity and nonprofit governance and accountability: more than 100 standard tracking items, review dates, approval routing, and supporting evidence. You can add custom items to reflect your organization’s needs.
The value is having a structure designed for this work, with reminders, reporting, and per-person tracking available on eligible plans.
CauseWell doesn’t charge per user, so you can involve your staff and board without adding a fee for every person.
Is this just for the board?
No. The benefit of CauseWell is that it supports both the people doing the work and the people responsible for oversight. CauseWell helps your staff and board work together more effectively.
Staff manage policies, processes, documentation, and recurring responsibilities. Board members participate in the approvals and oversight relevant to their roles. Permissions help keep that involvement appropriate, so leaders can lead and boards can govern.
Can we use our existing policies and processes?
Yes. Attach your existing policy files or links to the relevant items, then assign ownership and track reviews and approvals around them.
Use the Starter Library as a foundation and add custom items for your organization’s processes, funder expectations, and other responsibilities. You can build on the work you have already done.
Which plan should we choose?
Essentials provides core tracking, approval routing, and file or link evidence. Governance Plus adds reminders, a deadline calendar, reporting, and AI-assisted policy drafting.
Accountability Pro adds individual staff, volunteer, and director tracking, strategic planning, and a full audit log. Growth includes the Annual Operating Plan and Performance Management add-ons.
Compare plans, or book a demo to discuss what fits your organization.