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.
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.
A sample whistleblower policy that can be adapted for use by regional associations.
The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations outlines ethical responsibilities for the sound management of longer-term financial assets.
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.