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MODULE 3 OF 16

Documents as a System of Protection

Minutes and resolutions, your conflict of interest policy in action, and the document retention list that gets requested in every audit.

Nonprofit Board Minutes and Resolutions: What to Actually Record
Two years after a board vote, someone asks who decided this and why. Here's how minutes and resolutions answer that question in thirty seconds.
Conflict of Interest at Nonprofits: How the Policy Actually Works
A board member's company can do great work for your nonprofit. Here's the disclosure procedure that makes hiring them safe instead of risky.
Nonprofit Document Retention: What Gets Requested in an Audit
The same documents get requested by a bank, a funder, and the IRS, just at different times. Here's the full retention checklist and how long to keep each item.