Your charity's policies shouldn't depend on one overworked person.
Get the policies a charity your size is expected to have, with review dates, trustee approval and staff acknowledgements — and a trustee/funder-ready pack you can hand over in seconds. Free to start, or from £9/mo.
From old Word files to a signed, exportable pack.
Upload what you have
Bring the Word and PDF policies you already have — each becomes a managed, versioned policy.
See what's missing
Your Policy Centre shows the policies a charity your size is expected to hold, and which are missing or overdue a review.
Generate the rest
Start missing policies from charity-ready templates, with your details filled in once.
Review with cited guidance
An advisory check shows what a policy of this kind usually covers and what to consider — with sources, never a verdict.
Collect sign-off
Trustees approve; staff and volunteers acknowledge by signing link — all of it recorded.
Export the pack
One download for trustees, funders or partners: your policies, approvals, signatures and open gaps.
Advisory, never legal advice — a person adopts every policy.
- —Old templates copied from another charity
- —Policies with no review date — or years overdue
- —Trustee approval that lives in someone's inbox
- —Funders and trustees asking for policies you can't find
- —It all depends on one overworked person
- The policies a charity your size is expected to have
- Review dates and trustee sign-off, tracked
- Staff and volunteer acknowledgements
- A trustee/funder-ready pack on demand
- Plain English, advisory — not legal advice
Once your policies are sorted, the rest follows.
Complaint record
Capture and track complaints properly.
Volunteer onboarding
Details, consent and availability.
Policy review
Scheduled trustee sign-off.
Grant application review
Score and decide each application.
Internal incident review
Record and follow up on incidents.
Trustee conflict declaration
Declare and log conflicts of interest.
Your policies live in the Policy Centre and become part of a living Trustfile. These templates run on SovEU Forms, with an upgrade path into Caseflow for casework.