Below are samples of some of the documents required for an Accountability Wizard® review. Feel free to use these documents and adapt them for your organization.
If you prefer to view the Word version of the some of the documents below, follow this link: Model Documents (Word).
ANNUAL REPORT *an annual report contains information regarding your organization's mission statement, programs, budget, board, etc. BOARD FINANCIAL REPORT *sample of the actual to budgeted report required to meet the Board Fiduciary Oversight Standard BOARD RESOLUTION FORM *form to be signed by Board acknowledging their resolution to adhere to the Accountability Standards CONFLICT OF INTEREST POLICY *model document that outlines the process for disclosure of conflicts of interest and the procedure to follow when a conflict arises DISCONTINUE CONTACT POLICY *outlines the policy, procedures, and limitations for requests your organization receives to discontinue contact DOCUMENT RETENTION POLICY *document that includes a table of items and their retention period EVENT BROCHURE *example of a complete event brochure with tax disclosure FUNDRAISING DISCLOSURES & SOLICITATION CHECKLIST *brief checklist to ensure you give and receive the correct information WHISTLEBLOWER POLICY *sample document that provides a procedure for filing and addressing whistleblower complaints
Site developed by