Home Policies How do I create a new policy for my nonprofit?

How do I create a new policy for my nonprofit?

Last updated on Jul 15, 2025

You can create a new policy for your nonprofit from the policy section of your nonprofit’s Dashboard in OrgHub:

  1. Click on Policies in the navigation menu to get to the Policies page. 

  2. Click on the “+ Create New Policy from Template” button in the Policies page.

  3. You will be taken to the “Policy Builder” where you will see a list of 30+ policy templates that you can choose from as a starting point. 

  4. Step 1 - Choose your template

    1. Click on the “view” button next to any template policy whose text you want to review; a popup will open showing you the text of the template. 

    2. Click on the “build” button next to the template policy that you want to use, to start building a new policy; you will then be taken to Step 2.

  5. Step 2 - Input data. You will see a list of Data Fields. Input information into each Data Field that is missing information. Click “Next”.

    1. Once you click the “Next” button, you will see a popup saying “Document Generation in Progress”. During this time your new policy will start generating and so will the directors resolution that is required to approve of the new policy.

  6. Step 3 - Review your documents

    1. Click on the Resolution icon to view the resolution that will be used to approve of the new policy.

    2. Click on the Policy icon to view the new policy, customized to your nonprofit.

      1. If you would like to further customize the new policy, click on the text “Click here if you want to customize this policy further” to the right of the Policy icon.

      2. You will see a box appear to the right. Click on “Download this version”, which downloads the current draft of the policy onto your computer.

      3. Modify and customize the draft policy as you wish, on your computer.

      4. Click on “upload your customized version” and upload your customized policy, which will replace the policy previously generated.

    3. Click “Next”. Your documents will then be uploaded for e-signature (which can take about 20 seconds).

  7.  Step 4 - Send documents for e-signature

    1. Click “Send Now” to send out the policy and directors resolution for signature.

  8. Once all of the signatures are received, your new policy will be added to your nonprofit’s policy database, the directors resolution will be added to the Minute Book, and you’ll be all done!