Models, Samples & Templates

Overview

Models, Samples & Templates

Rather than reinvent the wheel we offer these models, samples and templates to generate ideas and save you time.  Always be sure to tailor them to your organizations specific needs.

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Third Party Fundraising Agreement

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Gift Acceptance Policies

Example of a gift acceptance policy from the National Council of Nonprofits (attachment)

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Nonprofit Toolkit
Sample documents and templates

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Nonprofit Fiscal Policies & Procedures: A Template and Guide
Resources from CompassPoint

Writing or updating an organization’s fiscal policies and procedures is usually not on the top of most people’s list of favorite things to do. Luckily, CompassPoint has developed a well-organized, time-saving template and accompanying guide to make it a bit easier. No “one size fits all” manual exists that will work for all organizations, but our template and guide offer a recommended structure and questions to consider so you can decide what is best for your organization.

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Waivers and Hold Harmless Clauses
Risk managment tools

The reality is that clients and volunteers may bring a lawsuit against a nonprofit if they suffer injuries.  The Nonprofit Risk Management Center offers this information

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Model Document Retention Policy

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Accounting Procedures Manual Template

Is preparing an accounting procedures manual on your to-do list?

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Board Contracts
Help insure that your board members understand their responsibilities

Call it a contract or an agreement, it’s an excellent idea to have a written statement outlining your board members’ responsibilities and legal duties. 

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Board Job Description Samples

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Governance Policies & Procedures Samples
Form 990 Policy Series

Developed by group of California based lawyers, the Form 990 Policy Series offers sample policies on a variety of topics including compensation, conflict of interest, investment and more.

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Nonprofit Job Description Samples

Commands