What is inside
Most first-time founders build their board by accident. This pack gives you the documents a funder, an auditor, or the IRS expects a well-run nonprofit to have, written in plain language and ready to use. Adopt the policies as written, drop your organization's name into the templates, and you have a governance foundation most nonprofits never get around to building.
- What a nonprofit board actually does (governance vs. management)
- The three legal duties every board member owes
- Board member roles and a signable board member agreement
- Officer job descriptions: Chair, Vice Chair, Secretary, Treasurer
- Building a board the IRS respects: the arm's-length rule
- A ready-to-adopt Conflict of Interest Policy and disclosure form
- Board meeting agenda and minutes templates
- Board succession and officer transition: 90 / 60 / 30 checklists
- Your first board meeting checklist
The Executive Director and Board Suite
Turns these templates into working tools: a living board roster and officer directory, meeting and minutes tools, committee charters, succession tracking, and AI that drafts your agendas, minutes, and board reports from the information you have already entered.
And with Included, AI drafts the documents these templates describe, your agendas, minutes, reports, letters, and filings, from what you have already entered. Officers and volunteers move faster and stay more compliant, and you approve every draft before it is used.
See the suite and pricing →This guide is general information from A Step Ahead Media, DBA All In One Nonprofit, not legal or tax advice. Adapt it to your organization and consult a qualified professional in your state where appropriate.