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Continuity Policy
Publication date:
06/2021
Forum members share continuity plans that they use for their organization or share information relating to it. Responses are compiled below by known organizations.
Policies
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Organizational Policy and Guideline Review
Written policies and schedules for philanthropy-serving organizations to conduct a periodic review of board approved policies to make sure they are still current and relevant.
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Supplier Diversity Policy
Some organizations are beginning to create policies that increase underrepresented groups providing goods or services to their organization. Sample vendor diversity policies are available from philanthropy-serving organizations.
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Whistleblower Policy Template
A sample whistleblower policy that can be adapted for use by regional associations.
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Endowments Code of Conduct
The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations outlines ethical responsibilities for the sound management of longer-term financial assets.
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Foundation Staff External Activities Policies
Do you have policies that you could share about foundation staff sitting on nonprofit boards, particularly if the policy addresses situations where that nonprofit is a grantee? We’re looking for something above and beyond a conflict of interest statement.
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Conflict of Interest Disclosure Forms
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.
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Conflict of Interest Policy for Independent Foundations
A sample conflict of interest form for independent private foundations.
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Sample Bylaws for Resignations and Removals
These sample bylaws provide information on procedures for the resignation or removal of a trustee due to conflict of interest.
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Sample Conflict of Interest Policies
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.