<h2 style="text-align: start">Every nonprofit needs documented policies and procedures.</h2>This handbook steps you through:<ul><li>Governance policies,</li><li>Administrative policies,</li><li>Financial procedures, and</li><li>Financial and contractual policies.</li></ul>Based on the recommendations in&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://accountantbesideyou.ezycourse.com/product-detail/nonprofit-accounting-for-volunteers-treasurers-and-bookkeepers-paperback/384">Nonprofit Accounting for Volunteers, Treasurers, and Bookkeepers</a>,&nbsp;the Nonprofit Policy and Procedures Handbook is a PDF designed to be printed and stored in a three ring binder&nbsp;to organize&nbsp;your nonprofits specific policies. It also includes the Word document version, so you can electronically update the files.&nbsp;Table of Contents:1. History of ______________________________ 1 2. Contact Information 2 3. Governance Policies 3 &nbsp; &nbsp; A. Missions, Vision, and Core Values 3 &nbsp; &nbsp; B. Objectives 3 &nbsp; &nbsp; C. Articles of Incorporation/Letters 4 &nbsp; &nbsp; D. Constitution/Bylaws 5 &nbsp; &nbsp; E. EIN Letter from the IRS 6 &nbsp; &nbsp; F. EIN Letter from the State 10 &nbsp; &nbsp;G. Form 1023 Approval from the IRS 11 &nbsp; &nbsp;H. Additional Forms/Letters from the IRS 12 &nbsp; &nbsp; I. Tax Exemption Letter from the State 13 &nbsp; &nbsp; J. Additional Forms/Letters from the State 14 4. Operating Structure 15 &nbsp; &nbsp; A. Organizational Chart 15 &nbsp; &nbsp; B. Roles and Responsibilities for Offices 16 &nbsp; &nbsp; C. Committee Structure and Roles 18 5. Administrative Policies 20 &nbsp; &nbsp; A. Access to Information 20 &nbsp; &nbsp; B. Record Retention/Archives 22 &nbsp; &nbsp; C. Conflict of Interest Policy 24 &nbsp; &nbsp; D. Meetings 25 6. Financial Procedures 28 &nbsp; &nbsp; A. Financial Operating Procedures 28 &nbsp; &nbsp; B. Internal Accounting Controls 29 &nbsp; &nbsp; C. Chart of Accounts 31 &nbsp; &nbsp; D. Banking 32 &nbsp; &nbsp; E. Purchase and Check Requisitions 33 &nbsp; &nbsp; F. Credit Cards 34 &nbsp; &nbsp; G. Accountable Reimbursements 35 &nbsp; &nbsp; H. Expenses 36 &nbsp; &nbsp; &nbsp;I. Assets 37 &nbsp; &nbsp; J. Audit 39 &nbsp; &nbsp; K. Budget Preparation and Management 40 7. Financial and Contractual Policies 41 &nbsp; &nbsp; A. Benevolence Fund Resolution &amp; Policy 41 &nbsp; &nbsp; B. Fund Development 42 &nbsp; &nbsp; C. Investment 43 &nbsp; &nbsp; D. Contracts 44 &nbsp; &nbsp; E. Facilities and Property Policies 45 &nbsp; &nbsp; F. Computer 48 &nbsp; &nbsp; G. Insurance 50 8. Miscellaneous 51After checkout, you will receive a link with both the PDF and Word versions of the document. ﻿Complete the forms with your organizations data and store in easy reach of the staff and volunteers for your organization.

Nonprofit Policy and Procedures Handbook

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Nonprofit Policy and Procedures Handbook

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