Leadership & Governance · Template

Core Governance Policy Pack

Conflict of interest, whistleblower, retention, and more

LEADERSHIP & GOVERNANCECore GovernancePolicy PackTEMPLATECharity Search Group

The governance policies you need before a funder asks.

Foundations increasingly ask for conflict-of-interest policies, whistleblower policies, and document retention policies before they'll fund. Small nonprofits either don't have them or copy the wrong templates. This pack gives you seven core policies, editable, in language a board will approve without a two-hour debate.

What’s inside

  • Conflict of interest, whistleblower, document retention, gift acceptance, executive compensation, financial controls, and code of conduct
  • Board-approval-ready template resolutions for each policy
  • A one-page policy-review calendar so you don't miss annual attestations
  • Notes on the three policies you also need but aren't included (and why)

You may not need this if: Your policies were reviewed by counsel in the last two years and are current.

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