GOVERNANCE,IN SERVICE OF PURPOSE.
Sixteen modules covering the whole of charity governance — strategy, impact, meetings, risk, policies, compliance — in one connected system. AI writes the first draft. A named trustee signs it off. Nothing publishes without a human name against it.
- 16 modules
- England & Wales + Scotland
- AI-drafted, human-approved
- UK/EU data residency
One board meeting. Fourteen different places.
The trustee register is a spreadsheet. The risk register is a different spreadsheet, last touched at the away day. Minutes are in a shared drive, policies in another, conflicts of interest in a folder someone's predecessor made. The annual return deadline lives in one person's head. None of it talks to any of the rest — so every board pack is rebuilt by hand, and every year the same evidence gets hunted down twice.
The usual
- Registers scattered across spreadsheets and drives
- Board packs assembled by hand, chased by email
- Compliance deadlines remembered, not tracked
- Strategy in a document nobody opens between away days
With PurposeSteward
- Every register in one place, cross-linked and audited
- Packs that assemble themselves and publish as a live link
- Statutory deadlines generated from your jurisdiction and size
- Strategy connected to the projects and impact underneath it
Run the charity. Don't be run by it.
PurposeSteward gives charity trustees, volunteers and staff a single place to run the governance work that keeps an organisation accountable. It is deliberately light-touch and modular: turn on what you need, leave the rest. It speaks plain English rather than jargon — 'Health' not 'RAG', 'How to handle this risk' not 'the 4 Ts' — because it is built for time-poor trustees, not for governance professionals. And it holds no charity finances. Money appears only where the Charity Commission treats it as governance: a fraud-related serious incident, a trustee's declared interest, a planning estimate on a project. Your accounts stay where they are.
Sixteen modules. One connected system.
Grouped by the job they do, not by the department that owns them. Everything links to everything else — a decision to the initiative it funds, a conflict to the vote it affects, an impact report to the pillars underneath it.
Strategy & Impact
Know what you are for, and prove you are doing it.
- Pillars — The strategic themes under your charitable purpose. Org-wide or per area, each carrying its own theory of change, with an AI purpose check that tests a pillar against your registered objects.
- Initiatives — Projects with a brief, resource estimates, milestones and tasks, and an interactive Gantt timeline. AI can draft the whole timeline from your brief for you to edit before anything saves. Includes a project log for risks, assumptions, issues, dependencies and decisions, and an AI health assessment that suggests Green/Amber/Red with reasoning — guidance only; a human sets the health.
- Impact — A register of the lasting changes your charity exists to make, linked to the pillars and initiatives that deliver them. Point-in-time impact reports capture a snapshot of where everything stood, and email straight to your trustees. Underneath sits a full logic model — inputs, activities, outputs, outcomes, impact — with baseline, target and current figures tracked over time.
Meetings & People
The board pack that assembles itself.
- Meetings & Decisions — An annual schedule with copy-down agendas, report packs, and AGM support. Per-trustee voting with For/Against/Abstain/Recused, minutes approval recorded against a named person, and conflicts of interest surfaced automatically on attendance and on every decision.
- Action Points — Every action from every meeting, owned, dated and chased in one list.
- Trustee Register — Terms, roles, eligibility re-checks and a training log — with training entries writable only by the trustee themselves or an administrator.
- Register of Interests — An annual re-declaration cycle that emails every trustee a no-login link to confirm or flag a change. Trustees edit only their own entries; anything recorded on a trustee's behalf emails them a confirmation link before it counts.
- Sub-committees & working groups — Areas with their own membership, that can be messaged as a branded group email and asked for formal approvals by no-login decision link.
Risk, Policy & Safeguarding
The registers a regulator actually asks to see.
- Risk Register — A working 5×5 likelihood-by-impact matrix, four treatment options in plain English, and AI-drafted risk evaluation. Owners can be asked to review a risk by magic link — no login needed.
- Policy Register — Review dates, reminders, and owner reassignment through a magic-link approval flow, so a departing owner's policies never go quietly unowned.
- Serious Incidents — Recorded, categorised and evidenced against Charity Commission reporting expectations.
- Safeguarding lock — Name one or more safeguarding leads and only they can create or edit safeguarding policies, risks and incidents — administrators included. Role does not override it, and a record cannot be re-categorised to dodge it.
Code, Controls & Deadlines
Evidence you can hand over, not evidence you have to reconstruct.
- Governance Code self-assessment — The Charity Governance Code, 2025 or 2020 edition, with every principle backed by a good-practice indicator checklist and a met/not-met progress count.
- Financial Controls — The CC8 internal financial controls checklist, worked through and recorded.
- Compliance Calendar — Deadlines you add, plus deadlines the system derives from your own data — and a statutory deadline generator that knows your jurisdiction and your size.
- Charity Details — Governing document, objects, public benefit statement, financial year end — pre-filled straight from the Charity Commission register.
Dashboard & the running of it
What needs you, today.
- Dashboard — Deadlines, overdue actions, open risks and the admin time the system has saved you, on one screen.
- Alerts — Email, browser push, Slack and Telegram — each trustee chooses their own channels.
- Everything exports — Every register downloads as CSV, for your independent examiner or your own spreadsheet.
- Installable — Works as an app on a phone or tablet, not just in a browser tab.
The pack that assembles itself.
Papers going out late is the most common complaint on any board. PurposeSteward turns it into four clicks. The pack defaults to including every report that should be there. One button requests all the outstanding ones; another chases whoever hasn't sent theirs. Report authors can type their report, upload a Word document or PDF — the text is pulled out automatically and the original kept for download — or hand the system rough notes and have AI draft it for them to edit. Then you publish, and every trustee gets a live link that needs no login. When a late report finally lands, it simply appears in the pack. No re-issue, no version three, no 'ignore my last email'. The dashboard counts up the admin hours that saves you.
- 1Default in
The pack starts with everything that should be in it.
- 2Request & chase
One click asks all outstanding authors. One more reminds them.
- 3Write, upload or draft with AI
Typed, a Word or PDF upload, or AI-drafted from rough notes.
- 4Publish once
A live no-login link. Late reports just appear.
AI writes the first draft. A person signs it.
AI drafts meeting reports from rough notes, project timelines from a brief, risk evaluations, health assessments, and improvements to any piece of writing on the page. It never saves anything. Every AI output lands in an editable field beside the original for you to accept, change or throw away — and when it is saved, the audit trail names the person who approved it. Never 'AI'.
Lean
Plain English over jargon. Dense screens split into focused tabs. Optional detail folded away until you want it. Built for a trustee with forty minutes, not a governance professional with all day.
AI-assisted
Drafting, summarising and surfacing what needs attention — across reports, timelines, risk, health and impact. Bring your own AI provider, or run it entirely on your own hardware.
Human-controlled
Every AI output is a draft. Every approval is named and logged. Your charity's data is isolated in its own tenant, and the audit trail records who did what, when, and what changed.
OSCR or the Commission. It knows which one you answer to.
Most charity software is written for the Charity Commission and leaves Scottish charities to translate. PurposeSteward asks your jurisdiction once and then changes accordingly: OSCR guidance instead of Commission guidance, the OSCR charity test on the governance self-assessment, SCIO as a charity type, and the nine-month OSCR annual return in the statutory deadline generator instead of the ten-month English one. Not a setting buried in preferences — a difference that runs through the product.
The awkward questions, answered up front.
Who can see our data?
Only your charity. Isolation is enforced at the database layer on every single query, not left to the person writing the code to remember.
Can Mv32 look at it?
Not without you switching it on. Support access requires your explicit, module-scoped consent, and every page a support visit touches is logged where you can read it.
How do people sign in?
Password plus two-factor authentication using any standard authenticator — Microsoft Authenticator, Apple's built-in Passwords app, Google Authenticator, 1Password. Backup codes included. Sign-in attempts are throttled.
Where does our data live?
In the EU, on UK/EU-resident infrastructure, under a data processing arrangement written for UK charity use.
Does our data train an AI model?
No. You choose the AI provider, and you can point PurposeSteward at a model running on your own hardware so nothing leaves your building at all.
What if someone leaves?
Access is revoked, but the record stays. Deletes of anything with meaningful history are blocked rather than cascaded, so your audit trail survives your staff turnover.
Not everyone needs the whole thing.
Access fits the person, not the org chart.
Trustees and staff
Full access to the governance modules relevant to their role, with settings and policy-review rights that a charity administrator can open up or hold back.
Volunteers and delivery partners
Invite a non-trustee to a single project. They see that project and nothing else — no registers, no board papers, no charity data.
People with no login at all
Report authors, risk owners, policy owners, trustees confirming an interest, working-group members voting on an approval. All by secure single-use link, all fully audited. Governance shouldn't require everyone to hold an account.
What PurposeSteward isn't.
A confidence move, not a limitation. We are deliberate about what we choose not to do.
- Not a finance or accounting system — we hold no charity accounts. Money appears only where the Commission treats it as governance: a fraud-related incident, a declared interest, a planning estimate.
- Not a replacement for your CRM, membership database or rotas — your people, contacts and giving stay where they are.
- Not an autonomous AI tool — every output is a draft, every approval is named, and the audit trail credits the person, never the model.
- Not a document dump with a search box — these are structured registers that talk to each other, not a shared drive with better branding.
- Not a managed service — your charity owns the data and the workflow. We help you adopt it and then step back.
Priced for the sector. Locked in for the early backers.
PurposeSteward will launch with transparent, income-banded subscription pricing — small charities pay a small charity's share; larger organisations contribute fairly. Foundation customers who join before public launch lock in their early-access terms for the lifetime of their subscription. No surprise renewals, no pricing review clauses.
You are not charged for governance you don't do. Everything is included in the band — there is no premium tier that holds the risk register or the audit trail hostage. And you can bring your own email and AI provider, including free local models, so there is no metered usage bill hiding behind the subscription.
Honestly, where we are.
PurposeSteward is built. All sixteen modules are working and demonstrable, with two full test charities — one English, one Scottish — exercising both jurisdictions end to end. What it does not yet have is a charity living in it every day, and that is the honest gap. We are recruiting a small number of founding pilots to close it.
Founding pilot terms are deliberately generous to the charity on price and generous to Mv32 on feedback and case-study rights. If you would like to see it working before you commit to anything, ask for a walkthrough — there is a seeded demo charity to show you rather than a slide deck.
The road to launch.
- 1Now
Build complete across sixteen modules. Recruiting founding pilot charities.
- 2Q4 2026
Pilots live. Public launch with the foundation cohort. Income-banded pricing goes live.
- 32027 H1
Microsoft Entra ID single sign-on for the many charities already on Microsoft 365. Printable PDF registers. Stripe billing.
- 42027 onwards
Shaped by what pilot charities actually ask for — federated dashboards for charity networks, and a wider integration ecosystem.
Before you ask.
Join the early-access list.
Sixteen modules, built and working, looking for the charities that will shape what comes next. Foundation customers who join before public launch lock in early-access pricing for the lifetime of their subscription.