The new IRS Form 990 requires the organization to adopt a number of policies in order to comply with the standards of governance, accountability and transparency. The following samples are available to you.

• New IRS Form 990 Policies
• Suggested Policies and Procedures
• Disclosure on Fraud
• Committee Meetings
• Local Branches, Affiliates
• Review of Form 990
• Conflict of Interest
• Whistle Blower
• Document Destruction
• Compensation Review
• Monitoring of Investments
• Disclosure of Documents
• Disclosure of Outside Income
• Travel Policies
• Loans to Board and Staff
• Gift Acceptance Policy



• New IRS Form 990 Questionnaires
• TDOKE and Highest Paid Employee Questionnaire



• Sample Requests for Proposals
• Sample RFP to Banks for Cash Management
• Sample RFP to Banks for Borrowing



• Sample Accounting Policies and Procedures Manual
• Sample Accounting Policies and Procedures Manual - Religious Organizations
• Audit Committee Charter
• Cost Allocation Plan
• Investment Policies
• Organization Assessment
• Bank Statement Review Form
• Sample Prospective Donor Partner Proposal
• Sample Fiscal Sponsorship Policy
• Sample Fiscal Sponsorship Agreement
• Sample Finance Committee Purpose
• Sample Code of Ethical Conduct for Board Directors