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Getting Your Policy House in Order: Clarifying the Rules of the Road

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Contact: TREC, Dan Schwab, Megan Siebel

Related Resources

Employee Handbook Template for US Organizations

An engaged and skillful staff is the foundation of your success, and TREC believes that employees work best when a clear and transparent set of policies and procedures is in place. Use this customizable template to create or revise your US-based organization's employee policies to provide a comprehensive, up to date employee handbook.

Fiscal Policies & Procedures Manual | US

This sample Fiscal Policies and Procedures Manual is useful to help establish good and solid procedures and controls for an organization's daily, monthly, and yearly accounting needs. This sample is a useful tool to get an organization started but is not meant to substitute the advice of a lawyer or an accountant.

Fiscal Policies & Procedures Manual | Canadian

This sample Fiscal Policies and Procedures Manual is useful to help establish good and solid procedures and controls for an organization's daily, monthly, and yearly accounting needs. This sample is a useful tool to get an organization started but is not meant to substitute the advice of a lawyer or an accountant.

Conflict of Interest | Sample Policy & Disclosure Statement

Webster defines a Conflict of Interest as a "conflict between the private interests and the official responsibilities of a person in a position of trust." It is imperative that every organization is aware of all of these conflicts and does its due diligence to manage them upfront. Clear policies and Annual Disclosure Statements are helpful tools for an organization to protect itself from any conflicts.

Sample Document Retention Policy

The IRS 990 form indicates that "[a] document retention and destruction policy identifies the record retention responsibilities of staff, volunteers, board members, and outsiders for maintaining and documenting the storage and destruction of the organization’s documents and records." This is a sample which could be customized to your organization's needs.

Whistleblower Policy | Sample

The Sarbanes-Oxley Act of 2002 was passed to mainly in reaction to corporate fraud and larger accounting scandals, however, one of the provisions in the Act does affect non-profit organizations, and that increased protection of Whistleblowers. Ensuring that your organization has a policy outlining steps to report concerns, and protection for those reporting concerns is not only good practice but also assures that your organization is not violating any state or federal laws.

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