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  1. Home
  2. Sample Nonprofit Forms and Policies

Sample Nonprofit Forms and Policies

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 

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