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Free download A free, editable conflict of interest policy template for US nonprofits and Canadian registered charities, paired with a US + Canada compliance guide. The template is a fillable skeleton; this page is the guide that explains how to use it. This template is for you if you’re a: Board chair, secretary, or governance committee member at a US or Canadian nonprofit Executive director adopting or refreshing your organization’s COI policy

Free download A fillable agenda template for US 501(c)(3) organizations and Canadian registered charities, with placeholders for the compliance items that Form 990 and the CRA’s T3010 expect your board to address. This template is for you if you’re a: Nonprofit executive director preparing agendas alongside your board chair Board chair or vice-chair responsible for running productive meetings Board secretary tracking attendance, quorum, and minutes Governance committee member reviewing board practices against

Free download Used by board administrators, corporate secretaries, executive directors, and committee chairs across North America, this committee charter template gives you a clear, jurisdiction-aware starting point you can adopt by board resolution and adapt for any board committee. This template is for you if you’re a: Corporate secretary or board administrator drafting a new committee charter Executive director at a nonprofit forming an audit, finance, or governance committee Credit union manager

Used by board administrators, corporate secretaries, nonprofits, credit unions, and public bodies across North America, this board meeting agenda template provides a clear, jurisdiction-aware format you can use for regular meetings, special meetings, AGMs, and committee meetings. This template is for you if you’re a: Corporate secretary or board administrator drafting agendas for a US or Canadian organization Executive director at a nonprofit balancing IRS Form 990 expectations or CRA charity oversight

While it may appear that most board portal software are similar, there are big differences in overall value, customer service quality and how easy the technology is to use. How do you pick a board portal that’s right for you? See our easy guide for board portal feature comparisons.

While it may appear that most board portal software are similar, there are big differences in overall value, customer service quality and how easy the technology is to use. How do you pick a board portal that’s right for you? See our easy guide for board portal feature comparisons.