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Not-for-Profit PolicyPro®

Non-profit organizations and charities save 20% on their first-year subscription!

With all the challenges non-profit organizations and charities face, legal compliance and strong internal controls may seem like low priorities, but without addressing your obligations, you put your finances, your reputation, your directors and donors—even your organization—at significant risk.

You can use Not-for-Profit PolicyPro (NPPP) to understand the legal requirements, review your policies and practices, ensure legal compliance and minimize risk.

NPPP can help you:

Meet your non-profit and charity compliance obligations with Not-for-Profit PolicyPro
  • Demonstrate to funders your professionalism and integrity
  • Demonstrate that money and assets are well-managed
  • Minimize operating or human resources problems with robust policies and procedures
  • Clearly set out responsibilities, processes and limitations
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Bullet point image Loose-leaf and software formats
Bullet point image Four updates a year
Bullet point image One-year subscription: $725
Bullet point image Annual renewal: $525

Co-published by:

Not-for-Profit PolicyPro is co-published by CPA Canada and First Reference


Not-For-Profit PolicyPro provides the background information and the ready-to-use model policies and procedures to quickly establish and maintain your policy manual. With over 100 ready-to-use sample policies, procedures, forms and checklists, focusing on the unique needs of Canadian not-for-profit organizations, NPPP is the only resource of its kind. The sample policies can be adopted in their entirety or easily customized in Microsoft Word®.

Current and Comprehensive

Updated four times a year, NPPP contains policies and procedures that reflect the most current legislative requirements. The chapter introductions outline why organizations need each policy and important considerations when developing a custom policy. You'll also find essential background information on such areas as advocacy, financial management and human resources.


NPPP is co-published with The Chartered Professional Accountants of Canada (CPA Canada), written by Jeffrey D. Sherman, Bcomm, MBA, CIM, FCPA, FCA and edited by Apolone Gentles, JD, CPA, CGA, FCCA. The resource provides the governance and administrative expertise that Canadian charities and non-profits need, plus a full suite of current compliance-focused policies, practices and other essential tools to make it easier and faster for small and medium-sized not-for-profit organizations to adopt policies and procedures and meet legal obligations.

About Not-for-Profit PolicyPro

Loose-leaf (Click on the chapters for more information)

Corporate Administration

Corporate Administration

  • 1.01 Registering the Organization
  • 1.02 Incorporation and Bylaws
  • 1.03 Annual General Meeting
  • 1.04 Records Retention
  • 1.05 Legal and Regulatory
  • 1.06 Taxes and Charitable Returns
  • 1.07 Information Technology
  • 1.07 Customer Refunds - Retail
  • 1.08 Confidentiality and Privacy



  • 2.01 Board of Directors
  • 2.02 Board Processes
  • 2.03 Roles and Responsibilities
  • 2.04 Ethics
  • 2.05 Risk Management
  • 2.06 Strategic and Business Planning

Advocacy and Public Policy

Advocacy and Public Policy

  • 3.01 Advocacy Primer
  • 3.02 Establishing Policy Positions
  • 3.03 Communication

Financial Management

Financial Management

  • 4.01 Financial Management Primer
  • 4.02 Revenues
  • 4.03 Expenses
  • 4.04 Assets
  • 4.05 Cash Management
  • 4.06 Budgets, Forecasts and Reporting
  • 4.07 Investment Management

Human Resources

Human Resources

  • 5.01 Human Resources Primer
  • 5.02 Recruitment, Selection and Orientation
  • 5.03 Performance Planning and Management
  • 5.04 Volunteer Management
  • 5.05 Compensation and Working Conditions

Print ISSN 1915-2906 Online ISSN 1923-8924


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Authors and Editors

Jeffrey D. Sherman, Bcomm, MBA, CIM, FCPA, FCA, is a director or CFO of several public companies and has had over 20 years of executive management experience. His interests include corporate governance, risk management, accounting and finance, restructuring and start-up enterprises.

Mr. Sherman has lectured and conducted seminars for many organizations, and was an adjunct professor at York University for 15 years. He is a popular course director and course author for many organizations, including The Chartered Professional Accountants of Canada (CPA Canada) and other provincial institutes of chartered professional accountants and law societies, and has written many magazine articles on finance and accounting. He has written over 20 books including: Finance & Accounting PolicyPro, Not-for-Profit PolicyPro and Information Technology PolicyPro (guides to risk management, governance, procedures and internal controls, all published by First Reference and CPA Canada), Cash Management Toolkit (published by CPA Canada), as well as Canadian Cash and Treasury Management, Canadian Risk Management and Financial Instruments: A Guide for Financial Managers (all published by Thomson-Reuters/Carswell).

Apolone Gentles, JD, CPA, CGA, FCCA, is an Ontario lawyer and editor with over 20 years of business experience.

She has held senior leadership roles in non-profit organizations, leading finance, human resources, information technology and facilities teams. She has also held senior roles in audit and assurance services at a "Big Four" audit firm. Apolone has also lectured in auditing, economics and business at post-secondary schools.

Co-published by:

Not-for-Profit PolicyPro is co-published by CPA Canada and First Reference
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