Grant deadlines, volunteer checks and filings for a small team.

Put each deadline on its own record with a due date, the supporting document and a named owner, and run reminders on a fixed cadence. Grant reports sit against the award with the funder agreement attached; background checks and safeguarding training sit against each volunteer; registrations, filings, insurance and leases sit against the organisation. In ExpiryEdge reminders fire at 90, 60, 30 and 7 days, overdue items escalate to a senior owner, and every step is timestamped for trustees and funders.

Record the date of each volunteer check and the re-check interval your organisation has set. In many systems, including the UK DBS, a certificate has no official expiry date, so the interval comes from your safeguarding policy, your funder or the body you work with. Enter it once per check type, attach the certificate or reference, and the volunteer and coordinator are reminded before the re-check is due. Rules differ by country and role, so confirm requirements with the relevant authority.

Add each registration and each annual return or tax filing as a dated item with an owner. Deadlines are usually set relative to your financial year end, and they vary by country and state. In the US, Form 990 is generally due on the 15th day of the 5th month after the end of the organisation's tax year, with an extension available on Form 8868; state charity and fundraising registrations run on their own schedules. Confirm your dates with the IRS, state regulator or charity regulator that applies to you.

Give each policy and each lease a record with its renewal or break date, the document attached and an owner, usually the operations or finance lead. Start reminders at 90 days for insurance, so there is time to get quotes, and earlier for leases if your lease has a notice period for breaks or rent reviews. If the date passes without a renewal logged, ExpiryEdge escalates it to the director or a trustee.

Hold each person's safeguarding or child protection training as a dated item on their record, with the certificate attached and the refresher interval your policy or local safeguarding guidance sets. The person and their coordinator are reminded before it lapses. Filter by training type to see who is cleared to work with children or vulnerable adults before you publish a rota.

Plans start from about $43 a month, and there is a 14-day free trial with no credit card, so you can import your deadlines and see whether it fits before paying. Check the pricing page for current plans. For a small team, the comparison is usually against the cost of a missed grant report or a lapsed insurance policy, and against the hours spent keeping a spreadsheet current.

Their items move to a new owner in one click, and the reminder sequence continues without a gap. The history stays on each record, so the new owner can see what was done and when. This matters in small charities, where one staff member or volunteer often holds every date in their own calendar or inbox.