Toolkits / Compliance & Legal
Compliance & Legal
Nonprofit Compliance & Legal Toolkit
The policies every board and funder asks for, in plain language you can actually adopt.
What's inside
- ✓Conflict of interest policy & annual disclosure form
- ✓Whistleblower policy template
- ✓Document retention & destruction policy
- ✓Bylaws template (with commentary)
- ✓Charitable registration & filing calendar
- ✓Donor privacy policy template
- ✓501(c)(3) compliance checklist
- ✓Contractor vs. employee classification checklist
- ✓Fiscal sponsorship agreement template
Sold separately
Only need one part, or already own a piece? Each of these is available on its own.
- Conflict of Interest Policy & Annual Disclosure Form$15
- Whistleblower Policy Template$15
- Document Retention & Destruction Policy$15
- Bylaws Template (with Commentary)$29
- Charitable Registration & Filing Calendar$19
- Donor Privacy Policy Template$15
- 501(c)(3) Compliance Checklist$15
- Contractor vs. Employee Classification Checklist$15
- Fiscal Sponsorship Agreement Template$19
See it before you buy
A watermarked sample of the real toolkit.
Format & licensing
Files: Word document, Word document, Word document, Word document, Excel spreadsheet, Word document, Word document, Word document, Word document. Editable, yours to keep and reuse for your organization.
Licensing: for use by the purchasing organization. Not for resale or redistribution.
Also included in: the Library and Complete subscriptions — no extra charge if you're already subscribed.
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Compliance & LegalIn Library
Conflict of Interest Policy & Annual Disclosure Form
The policy every board and funder asks for.
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Whistleblower Policy Template
A required-looking policy in plain language.
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Compliance & LegalIn Library
Document Retention & Destruction Policy
Know what to keep, and for how long.
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