Sample Policies are Available for your Church or Nonprofit

The redesigned 990 has brought into focus the need for policies and procedures which instill confidence in the exempt organization from its donors, clients, employees and the public at large. Many organizations are engrossed in their mission and need assistance in developing governance policies which reflect the current best-practices advice. We are often asked to supply sample policies to non-profit organizations who desire to improve their procedures and governance, and to partner with them in developing a comprehensive design for excellence and transparency. Contact us for more information. Also, here are links to resources from ECFA which may be of assistance.

Various 990-related Policies and Procedures:
Record Retention and Destruction Policy:
Sample Travel and Expense Reimbursement Policy:
Sample Credit Card Policies: