Fundraisers, program contractors, facility work, transport for participants — a nonprofit hires broadly on a thin staff, and funders often expect proof your vendors are insured. A lapsed certificate is a risk to both your people and your grants.
3 vendors free · Plans from $29/mo · Setup in 2 minutes · No credit card
The job
Some grant agreements expect the organizations and vendors you work with to be insured. Filter your dashboard by status and export a CSV to produce a current list — without turning your inbox upside down.
Galas, auctions, and community events pull in caterers, rentals, and production on short timelines. Click "Request Update" to email each vendor from your name and collect a current certificate before the event.
With few hands and high turnover, certificate tracking is exactly what slips. Automated 30/14/7-day reminders watch every expiry date so a lapse never depends on someone remembering.
Typical vendors nonprofit organizations track
Grant and partnership agreements sometimes require that the vendors and partners a nonprofit works with carry their own coverage, to limit everyone’s exposure. Keeping each certificate current and exportable as a CSV gives you a clean record when a funder asks.
It runs from one dashboard with automated reminders, so tracking doesn’t depend on any one person. Reminders fire at 30, 14, and 7 days, and "Request Update" chases the vendor from your name. Free covers up to 3 vendors to start.
Event and fundraiser vendors, program and workshop contractors, and facility or maintenance contractors — plus any transport used for participants. If a vendor works at your events or on your site, keep their certificate on file and current.
Starter ($29/mo) lifts you past the 3-vendor Free limit; Growth ($59/mo) adds CSV import so you can bulk-load an existing vendor spreadsheet. CSV export and automated reminders are included on every plan, including Free.
Not legal or insurance advice. Verify your specific contract and policy requirements with a licensed broker or attorney.
Go deeper
Checklist
12 items every auditor checks — what to fix before yours does.
Diagnostic
Four breaking points that tell you it’s time to switch.
Free download
14 fields, status formulas, conditional formatting. Email-gated.
Same product, different industries.
3 vendors free, no credit card required. Upgrade only when you outgrow it.