Digital Templates
Attorney-drafted governance policies for nonprofit organizations.
Every template is IRS-aligned, fully editable, and designed to be adopted — not just downloaded. Plain-language guidance notes included with every product.
Best Value · Bundle
Complete Nonprofit Governance Bundle
All three policies your 501(c)(3) needs to answer Form 990 Part VI with confidence — drafted together for internal consistency and purchased at a significant discount. Ideal for new organizations, boards doing a full governance refresh, or any nonprofit that wants to get it right the first time.
Conflict of Interest Policy
Annual Disclosure Form
Whistleblower Protection Policy
Document Retention & Destruction Policy
Guidance Notes for All Three Policies
Board Adoption Resolutions
Form 990 Compliance Checklists
$217 separately
$199
Save $18
Individual Policies
Records Management · Nonprofit
Document Retention & Destruction Policy
Clear standards for how long your organization keeps records — and how to dispose of them correctly. Covers 37 record categories, Legal Hold procedures, and electronic records. The IRS asks about this policy on Form 990, Part VI, Line 14.
What's included
→ Document Retention & Destruction Policy (editable Word doc)
→ Retention schedule — 37 record categories
→ Legal Hold protocol
→ Guidance notes with Form 990 Line 14 checklist
→ Sample board adoption resolution
$49
Governance · 501(c)(3) Compliance
Whistleblower Protection Policy
Protects employees and volunteers who report financial misconduct or governance concerns in good faith — and protects your organization from retaliation claims. The IRS asks about this policy on Form 990, Part VI, Line 13.
What's included
→ Whistleblower Protection Policy (editable Word doc)
→ Signed acknowledgment form (Exhibit A)
→ Investigation procedures and compliance officer framework
→ Guidance notes with Form 990 Line 13 checklist
→ Sample board adoption resolution
$79
Governance · 501(c)(3) Compliance
Conflict of Interest Policy & Annual Disclosure Form
The IRS asks about this policy directly on Form 990, Part VI, Line 12 — and reviews it closely during audits. Covers board members, officers, and key employees with a complete disclosure and recusal process.
What's included
→ Conflict of Interest Policy (editable Word doc)
→ Annual Disclosure Form for board & officers
→ Guidance notes with Form 990 Line 12 checklist
→ Sample board adoption resolution
→ Comparability data sources for compensation decisions
$89
Bundle · Two Policies
Conflict of Interest + Document Retention Bundle
Two of the three policies the IRS asks about on Form 990 — purchased together at a discount. A focused governance package for boards that want to address their most common compliance gaps efficiently.
What's included
→ Conflict of Interest Policy + Annual Disclosure Form
→ Document Retention & Destruction Policy + Retention Schedule
→ Guidance notes for both policies
→ Form 990 compliance checklists — Lines 12 and 14
→ Sample board adoption resolutions
$130
Bundle · Two Policies
Whistleblower + Document Retention Bundle
The two policies most commonly missing from nonprofit governance packages — drafted to work together and purchased at a discount. Both are explicitly referenced on Form 990 Part VI.
What's included
→ Whistleblower Protection Policy + Acknowledgment Form
→ Document Retention & Destruction Policy + Retention Schedule
→ Guidance notes for both policies
→ Form 990 compliance checklists — Lines 13 and 14
→ Sample board adoption resolutions
$110
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Instant download
Delivered to your inbox immediately after purchase. No waiting, no shipping.
Fully editable
Every template arrives as a Word document with embedded notes to guide your customization.
Attorney-drafted
Not generated, not generic. Every word is drafted by a licensed attorney with nonprofit law experience.