What is inside
Form 990 asks your nonprofit whether it has adopted several specific policies, and a 'no' is a quiet signal that the organization is not yet well run. These are adopt-once policies: approve them, follow them, and review them periodically. This pack gives you the core set, ready to use.
- How to adopt and maintain your policies
- A ready-to-adopt Whistleblower Policy
- A Document Retention and Destruction Policy, with a retention schedule
- A Gift Acceptance Policy
- A Financial Controls Policy, with a controls checklist
- A Code of Conduct and Ethics
- A policy adoption record
The Operations and Compliance Suite
The Document Retention & Security and Compliance Tracker tools generate, brand, and store your policies as living documents, track adoptions and reviews, and keep your filing deadlines on schedule.
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 platform 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.