broad policy statement and for the specific procedures related to implementing the policy. protect and steer the staff and the board as they fulfill the mission of the organization ROLES OF THE OFFICERS OF THE BOARD 2.1 President 2.2 Vice President 2.3 Treasurer 2.4 Secretary, 3. This booklet offers samples of key fundraising policies and procedures that nonprofit organiza-tions should consider adapting and using for their fundraising programs. SAMPLE FISCAL POLICIES & PROCEDURES MANUAL. Paulette Vinette, CAE, is the co-author of Risk Management – A primer for directors of not-for-profit organizations, which was published by the Canadian Society of Association Executives in 2005 (ISBN 0-921998-01-5). �.fh��0�6Q(f`Tf�c�:0�Y]�EX cC9�!ŲÓxZ�|0�R7����8�D� ��@������iL��A��@� '�2� x�bbd``b`f�@���`?� $X���\�X�`��@���$� �� �. Financial Policies ‐ SAMPLE Page 2 of 3 Greenlights for NonProfit Success T (512) 477-5955 • F (512) 477.5911 • 7703 N. Lamar Blvd, Suite 400 • Austin, TX 78752 www.greenlights.org VI. This policy can be known by other monikers as “certificate of incorporation,” “articles of organization,” or “charter document.” Think of this as the constitution of the organization. Breach of this Policy constitutes grounds for serious disciplinary action, including immediate suspension and/or probable dismissal. There is also Customizable Template version [external link] in Word format that provides just the sample policies, procedures, and accompanying forms. BOARD DECISION-MAKING 9.1 Decision-Making Process 9.2 In Camera Meetings 10. Because of the changing nature of this area of the law and the importance of individual facts, it is not meant to provide legal. The sample nonprofit policy template is from the Policies and Procedures Manual for Nonprofits, which includes: 13 prewritten policy procedure … Leave of Absence with Pay 16. Complaint Procedure 26. Procedures describe the manner in which to implement a policy. A third key tool to help you serve your mission and implement your strategic plan is your policies and procedures. Definitions 4. Paulette in President of Solution Studio Inc., a consulting practice that serves the not-for-profit association community. Sick Leave 14. opinions and is not a substitute for the advice of an accountant. She can be reached at 1-877-787-7714 or Paulette@solutionstudioinc.com. Organizations also should have other policies and procedures related to board governance, conflict of interest, staff and working with outside vendors and contractors, Salary 22. Employees read it and sign a letter of acknowledgment, accepting any ramifications for violating policies established in the manual. Board Policy -Executive Limitations: Staff Treatment 2. �юÔ��PAkA�#a`P���u4�*���"%o�=�^b��Y�j/�U=E-1B� -z�I�.�ї�����xU7����������Ń����}X-N��(�� ^��4���8�T�� ��R�0�{��;�V��0D�n Your strategic plan focuses on supporting your mission and vision. Download. Grants, gifts, and pledges All grants and gifts will be properly received and recorded. The emphasis since the enactment of Sarbanes-Oxley on governance practices of all nonprofit organizations, and the specific questions on the revised Form 990 about conflict of interest, whistle-blower, document retention and compensation setting policies and procedures of 501(c)(3) public charities have spurred renewed … Educational Assistance 20. Business Travel Expenses 21. The second article talked about why and how to use a communications plan that sets out the audiences you will be communicating with and describes the strategy and frequency of each communication stream. Change of Position 18. �]O��|�-|^��Uׄ���QW�Q[��K��ŋIӾ.��Ĵ.�G������KG��j�n�ד�]9���U}s�h�b\�̈��_��jZr$L�6L�]in��pJ��A����^�EyW��?����$�g��NJ�p�� }M��v2-N�r\_���qE��vJ���K�f��L��W�ޖS�������]�O��qca�>����}����V�9�@�����ǖ���%;h#5 ���a+��>���ρ܂�r�Mzݺ8v��,�S�]1.�q>�Q�cl��b��Is���d�|�y~ ���-�r) �~M�C�c�. The following is a sample table of contents for a board policies and procedures manual. New policies are handed out at staff meetings – individuals are quizzed at next week’s staff meeting. 29. NOTE: The purp ose of this draf t policies an d procedures document is t o apply accep ted . EXECUTIVE DIRECTOR – JOB DESCRIPTION. The purpose of this manual is to provide all employees of Sample Company with a reference manual containing policies and procedures established by the Board. Written policies and procedures are essential to the effective and efficient operations of your programs and organization. Employee P & Ps, as they are informally referred to, need to be consistent with your bylaws, vision, mission, values and, of course, the lead tool in your toolkit The Strategic Plan and Budget. So here’s a template. employees need to be compensated for their services while directors should not). This comprises of all the important segments that need to be included in the manual, making your word easy. The free sample will show you the format, writing style and content of the nonprofit management manual. BOARD STRUCTURE & RESPONSIBILITIES 1.1 Board Structure 1.2 Committees 1.3 General Responsibilities of the Board as a Corporate Body 1.4 Authority and Accountability 1.5 Major Duties of the Board 1.6 Due Diligence – Responsibilities of Individual Board Members 1.7 Oath of Office and Confidentiality Sample – OATH OF OFFICE AND CONFIDENTIALITY AGREEMENT 1.8 Code of Conduct Sample – CODE OF CONDUCT 1.9 Conflict of Interest Policy 1.9.1 Definition of Conflict of Interest 1.9.2 Principles for Dealing with Conflict of Interest 1.9.3 Examples of Conflict of Interest on the Part of a Board Member 1.10 Disposition of Complaints and Disputes involving Directors, 2. All rights reserved. BOARD MANAGEMENT 8.1 Meetings 8.2 Board Member Attendance 8.3 Board Work Plan/Objectives 8.4 Board Self-Evaluation 8.5 Conflict Resolution 8.5.1 Managing Issues-Based Conflict 8.5.2 Managing Personality-Based Conflict, 9. , too, to schedule a regular evaluation of your P & to. 3.3 Relationship to staff 3.4 Nominating Committee, 5 started on President of Solution Inc.... Copies of Personnel policies ( supplementary policies that deal with very specific situations ),! Examples state the company ’ s values which to implement a policy and procedure manual organization create. Framework and a starting point for discussion approves policies and the nonprofit Network employee shared. Is in in red a policies and procedures, as well as word document, and everything you to. Be compensated for their services while directors should not ) Developing nonprofit Leaders www.fmainstitute.net www.fmaonline.net Fiscal management Associates LLC... 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