Free Downloads
Below are free documents in Adobe PDF. Click on the underlined to download.
Board Knowledge Survey: BoardPointSurvey
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
- Sample Business Associate Agreement: Business_Associate_Agreement
GOVERNANCE
- National Institute of Family & Life Advocates IRS Tool: NIFLA IRS New Form 900 Tool
- “Maintaining Public Trust in Charities During Economic Downturn” IRS: april2009remarksirs1
- ECFA Board Treasuer Job Description: board-treasurer-position-description_ecfa
- IRS Good Governance Best Practices: irsgoodgovpractices
- IRS Commissioner’s Comments: irs-commissioners-comments
- “A Guide for Charities & Foundations”: principles-for-good-governance-and-ethical-practice
- Focus on the Family’s Statement: revised-fof-excellence-of-care-standards-5-15-09
- “Why All The Fuss About The Sarbanes-Oxley Act”: sarbanes_oxley_nonprofits
- IRS Commissioner’s Statements: steven-miller-comments-nov2008
- Sample code of ethics: Code of Ethics proposed policy
- Sample whistleblower policy: sample_whistleblower_policy
- Sample executive limitations: Examples_of_Executive_Limitations
- Sample Articles of Incorporation purpose clause: Articles_PurposeClause
FUNDRAISING
- Electronic Funding Program with McGlashan Associates: eftplus_program_options
- Sample Donor Bill of Rights Document: donor-bill-of-rights-sample
CLIENT MARKETING
- OnTarget: client_marketing_strategic_plan_new
- Profile Study: dr-kenny-profile-of-a-woman
- Texting and HIPAA Requirements, E-book: Ebook Text Messaging HIPAA Compliant
PUBLIC RELATIONS
- Planned Parenthood’s Annual Report: annual-report
- Feminists Majority Warning: what_is_a_fake_clinic_2008
SERVICES
- Phone Scripts (meets AAAHC standards): Sample Phone Scripts_aaahc
- Business Associate Agreement: Business Associate Agreement
- Life Stressors: Life Stressors List2
WEBINAR DOCUMENTS
Webinar: Taking Minutes The Right Way
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