Draft, adopt, and put into practice the governance policies a nonprofit is expected and sometimes required to hold, so they protect you in a conflict or a complaint rather than being missing when you need them.
In Register and Adopt the Policies. Adopting these is a board act.
| Policy | What it does | Drafted / Adopted / Routine set |
|---|---|---|
| Conflict-of-interest, with annual disclosure | Board and staff disclose interests and step back where they benefit; every insider transaction goes through it first | |
| Whistleblower | Lets someone report wrongdoing without retaliation, through a named, safe channel | |
| Document retention and destruction | Says how long you keep records and when you destroy them, which matters for audits and legal matters | |
| Gift acceptance | Sets what gifts you will and will not accept, so a complicated gift does not create a liability |
A policy on a shelf that no one follows protects no one. The value is in the routine each one sets up: the annual disclosure, the safe report, the retention schedule. A staff member cannot adopt them on the organization’s behalf.
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