(509) 886-4894
DownloadDOWNLOAD OF THE MONTH
Sample Fax Policy (meets HIPAA and AAAHC standards):
Board Knowledge Survey: Download
The above survey is a self-evaluation survey that a board member can use to determine whether or not they would benefit from participating in a board training Webinar “Board Point 1.0″. Go to the Board Training page for more information on Board Point 1.0
HIPAA
- Texting Informed Consent Form: Download (available until 3/12/2012)
- Sample Business Associate Agreement: Download
GOVERNANCE
- “Maintaining Public Trust in Charities During Economic Downturn” IRS: Download
- National Institute of Family & Life Advocates IRS Tool: Download
- “Why All The Fuss About The Sarbanes-Oxley Act”: Download
- Sample Articles of Incorporation purpose clause: Download
- ECFA Board Treasuer Job Description: Download
- “A Guide for Charities & Foundations”: Download
- IRS Good Governance Best Practices: Download
- Focus on the Family’s Statement: Download
- IRS Commissioner’s Comments: Download
- IRS Commissioner’s Statements: Download
- Sample whistleblower policy: Download
- Sample executive limitations: Download
- Sample code of ethics: Download
FUNDRAISING
- Electronic Funding Program with McGlashan Associates: Download
- Sample Donor Bill of Rights Document: Download
CLIENT MARKETING
PUBLIC RELATIONS
SERVICES
- Phone Scripts (meets AAAHC standards): Download
- Business Associate Agreement: Download
- Life Stressors: Download
PERSONNEL
- CEO/Executive Director Sample Job Description: Download
- CEO/Executve Director Sample Job Description (for organization revenue of $400K plus): Download
- CEO/Executive Directive Executive Limitations Document: Download
WEBINAR DOCUMENTS
Webinar: Taking Minutes The Right Way
