Free Nonprofit Policy Templates

Define who you screen, what checks you run, and how you adjudicate results — FCRA-aware and state-specific.

The governance policy the IRS Form 990 asks about — disclosure, recusal, and board procedures, with an annual disclosure form.

Let staff and volunteers report concerns safely. Reporting channel, anti-retaliation protection, and an acknowledgment form.

A category-by-category retention schedule, electronic-records and email guidance, and a litigation-hold provision.

Which gifts you accept automatically, which need review, and how you handle non-cash gifts, valuation, and donor privacy.

Set clear expectations for board duties, ethics, attendance, confidentiality, fundraising, and conduct.

Protect your funds with segregation of duties, approval limits, dual control, reconciliations, and fraud reporting.

Govern reserves and endowment with clear objectives, roles, allocation, risk limits, and prohibited investments.

Build financial resilience with a board-designated reserve, a clear target, and rules for using and replenishing it.

Set executive pay through an independent body, comparability data, and contemporaneous documentation.

Protect minors with screening, the two-adult rule, conduct standards, communication limits, and mandatory reporting.

Protect older and dependent adults with screening, conduct standards, financial safeguards, and mandatory reporting.

Establish a clear duty to report suspected abuse or neglect of children and vulnerable adults to the proper authorities.

Keep staff, volunteers, and visitors safe with hazard control, safe practices, PPE, first aid, and incident reporting.

Plan for emergencies with hazard assessment, an action plan, evacuation, a notification chain, and continuity of operations.

Set driver eligibility, insurance, vehicle, and passenger-safety standards for anyone who drives on your behalf.

Set one clear standard of behavior, integrity, and professional boundaries for all staff and volunteers.

Prohibit harassment and discrimination, give people multiple ways to report, and protect them from retaliation.

Affirm equal opportunity in hiring, pay, and promotion, and provide reasonable accommodation for disability and religion.

Set clear expectations for volunteer rights, conduct, screening, training, safety, recognition, and ending service.

Give staff, volunteers, and stakeholders a clear, fair path to raise and resolve concerns — informally or formally.

State your commitment to diversity, equity, and inclusion across the board, staff, volunteers, and programs.

Set clear rules for eligibility, availability, equipment, data security, timekeeping, and ending a remote arrangement.

Keep your workplace, events, and program sites free from drug and alcohol impairment — with a path to assistance.

Reimburse staff, board, and volunteers fairly under an IRS accountable plan with clear documentation and approval rules.

Commit to honest solicitation, donor rights, no commission-based pay, proper receipting, and complaint handling.

Tell donors what data you collect, how it is used, and that you never sell, rent, or trade donor information.

Defines how your nonprofit collects, uses, shares, protects, and disposes of personal information about constituents, donors, volunteers, and clients.

Sets practical, proportionate safeguards — access control, passwords and MFA, encryption, backups, and incident response — to protect your nonprofit's data and systems.

Sets the rules for how staff and volunteers may use your nonprofit's computers, accounts, email, and internet — and what is prohibited.

Governs your nonprofit's official accounts and the online conduct of staff and volunteers — brand voice, approvals, privacy of minors and clients, and account security.

Ensures your nonprofit gets proper consent before photographing or publishing images of participants — with special protections for minors — and includes a ready-to-use release form.

Lets your team use AI tools responsibly — approved and prohibited uses, keeping constituent data out of public tools, human review, fairness, disclosure, and accountability.