These sample disclosure forms ask individuals to list their affiliations with other entities that might potentially affect their independent decision making in order to identify potential conflicts of interest based on an expansive definition of affiliated persons.
The following sample conflict of interest policies are excerpted from The Non-Profit Answer Book: An Executive Director's Guide to Frequently Asked Questions from BoardSource.
These policies range from general guidelines related to conflicts of interest to a comprehensive conflict-of-interest policy that follows a traditional legal format and is recommended by the IRS.
Sample employee handbooks and manuals from philanthropy-serving organizations.
View sample CEO evaluation, staff evaluation and self-appraisal forms for philanthropy-serving organizations.
A collection of sample financial policy guidelines for reserve funds and investments from philanthropy-serving organizations.
Strategic planning can help philanthropy-serving organizations meet the current and future needs of the foundations they serve. Yet to be successful, a strategic plan must provide concrete goals and realistic deadlines for meeting them.