गैर-लाभकारी बोर्ड किट
चैरिटी का अच्छा शासन: रणनीति, कार्यवृत्त, AGM, हितों का टकराव, व्हिसलब्लोइंग, गवर्नेंस कैलेंडर, बजट, रिज़र्व और दान नीतियाँ।
3 चरणों में 11 टेम्पलेट, उपयोग के क्रम में। किसी भी टेम्पलेट को एडिटर में खोलें, भरें और PDF, DOCX या HTML में एक्सपोर्ट करें।
समीक्षा और गवर्नेंस
Nonprofit Strategic Plan Template
मानकMission, vision, baseline, theory of change link, goals and objectives with targets, financial plan with reserves range, people, risks, monitoring
Board Meeting Minutes Template
मानकBoard minutes: quorum count, declarations of interest and recusals, consent agenda, written resolutions, motions with abstentions, executive session, actions
IRS Form 990 Part VI (2025 instructions); Charity Commission CC29 (2026) as dated examplesAGM Agenda and Minutes Template (Notice, Proxies, Resolutions)
मानकAnnual general meeting: rules table, timetable, notice, agenda, ordinary and special resolutions, proxy register, quorum, minutes with vote counts, filings
UK Companies Act 2006 Part 13; Delaware DGCL ss 211, 212, 216, 222 (dated examples)Nonprofit Conflict of Interest Policy Template
मानकCovered persons, financial and loyalty conflicts, annual disclosure and register, recusal procedure, records, compensation, breaches, declaration form
IRS Form 990 Part VI lines 12a-c (2025); Form 1023 sample policy; Charity Commission conflicts guidanceConflicts of Interest Policy and Register Template (MiFID II, SEC)
पूर्णConflicts policy, governance RACI, identification triggers, Art. 33 criteria, L x I rating, register, controls, last-resort disclosure, inducements, breaches, MI
MiFID II Art. 23; Delegated Reg (EU) 2017/565 Art. 33-35; AIFMD Art. 14; SEC Advisers Act s.206Whistleblowing Policy Template (EU Directive 2019/1937, SOX, PIDA)
पूर्णWho and what is covered, internal channels, external reporting, confidentiality and anonymity, non-retaliation, 7-day and 3-month timelines, investigation, SOX 301 routing, records, KPIs, country annex
Directive (EU) 2019/1937; SOX s.301 and s.806; Exchange Act s.21F; UK PIDA 1998Board Governance Calendar Template for Nonprofits
संक्षिप्तBoard meetings and business, annual cycle of declarations, audit, Form 990 and Charity Commission filings, minutes timing, evaluation, policy reviews
IRS Form 990 Part VI (2025); Charity Commission annual return
कॉरपोरेट वित्त
Annual Budget Template (FP&A Operating Plan)
पूर्णAnnual budget pack: targets, calendar, assumptions, revenue drivers, headcount, opex, capex, three statements, sensitivities, phasing, sign-off
FP&A practice; FAST Standard 02c (by reference)Charity Reserves Policy Template
मानकReserves definition, free reserves calculation, risk-based need, target range in money and months, use, rebuild, excess, monitoring, annual report statement
Charity Commission CC19 (updated 2026-09-16)Gift Acceptance Policy Template for Nonprofits
मानकGifts to refuse or return, ethical criteria, due diligence levels, gift types, restricted gifts and naming, anonymous and suspicious gifts, refusal, receipts
Charity Commission donations guidance (2024); IRS acknowledgment, Form 8283 and 8282 rules