This comprehensive document package is tailored for South African Non-Profit Organisations (NPOs) and includes all the essential templates and policies needed to establish, operate, and grow your organisation with integrity, clarity, and compliance.
Whether you’re registering a new NPO or strengthening your existing structure, this collection provides over 100 ready-to-use documents that cover every key operational area—from governance and financial management to human resources, compliance, fundraising, and impact measurement.
What’s Inside?
Foundational Documents
- Constitution
- Business Plan Template
- Board Roles, Agreements & Statements
- Code of Ethics and Conduct
Governance & Compliance
- EME-Spec and DTI Affidavits
- Whistle-blowing, Conflict of Interest, and Anti-Money Laundering Policies
- Strategic and Succession Plans
- Risk Management and Emergency Response Policies
Financial Management
- Budget, Cash Flow & Monthly Reports
- Financial Policies
- Tax Exemption Forms (E11, E12, IT12EI)
- Payment Requisition, Asset Register, Salary Record, and more
Human Resources
- HR Policy Environment
- Disciplinary & Grievance Policies
- Employment Contracts & Job Descriptions
- Confidentiality, Code of Conduct, and Leave Registers
- HIV Workplace & Non-Discrimination Policies
Marketing & Fundraising
- Marketing and Fundraising Plans
- Privacy and Social Media Policies
- Media Consent and MOU Templates
Monitoring & Evaluation
- M&E Systems and Reporting Templates
- NPO Assessment and Quarterly Review Checklists
Project Management
- Project Plans, Proposals, Progress, Impact & Exit Reports
AI & Digital Readiness
- AI Usage Policy
- AI Tool Evaluation Template
Networking & Stakeholder Management
- Networking Action Plans and Matrices
