Sample Nonprofit Forms and Policies compiled by Wegner CPAs is a treasure trove of common nonprofit policies, almost all of which are available as editable Word files. Examples of templates policies include:
- Conflict of Interest
- Disclosure of Documents
- Disclosure on Fraud
- Disclosure of Outside Income
- Document Destruction
- Gift Acceptance
- Loans to Board and Staff
- Review of Form 990
- Cost Allocation Plan
- Disaster Recovery Plan
- Donor Contributions
- Expense Allocation Policy
- Finance Committee Purpose
- Fiscal Sponsorship Agreement
- Fiscal Sponsorship Policy
- Independent Contractor vs Employee Checklist
- Investment Policy
- Segregation of Duties
- Wireless Device Policy
- Sample RFP to Banks for Cash Management
- Sample RFP to Banks for Borrowing