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Board Document Templates

Nonprofit board document templates embed policies and procedures that help keep boards compliant and efficient
Download a free checklist of key board documents

Complete a free assessment of your nonprofit's board documents guiding governance processes required by many granting organizations.

Schedule a free one-hour consultation and we will email you all our essential board document templates at no cost

​Request a complete set of essential board document templates. While you should always consult your accountant or lawyer, a template can get you started and save money. Some of these templates are offered free below.

Free nonprofit board document templates

We have made some of our document templates free to download. Review these templates to understand whether your organization is complying with governing and monitoring processes important to large donors and granting organizations. And schedule a one-hour free consultation and we will email you the full set at no cost.

Remember, these document should always be reviewed by your attorney or accountant prior to adoption. A template provides a discussion starting point for your board, which may help reduce professional expenses.

Board policy templates

Board operating policies

How the board manages itself, including decision making and roles.

Conflict of interest policy

Disclose and address potential conflicts in board member interests.

Whistleblower policy

Process for reporting and addressing internal organization complaints.

Board membership templates

Board commitment form

Expectations and responsibilities formally accepted by board members.

Conflict of interest disclosure form

Annual form for board members to disclose potential conflicts of interest.

Board nomination form

Standard form for accepting nominations to the board of directors.

Board business templates

Committee charter

Goals, roles and procedures for each board committee.

Board resolution

Template for documenting formal board decisions, or resolutions.

Board roster

Maintain a record of contact information and membership dates.

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