Accountability + Business Ethics + Conflicts of Interest + Ethics + Ethics of Wealth + Fundraising Ethics + Professional Ethics

[Tip Sheet]

20 Questions You Should Be Able to Answer About Your Org's Financial Health

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20 Questions That You Should Be Able to Answer At Any Given Time About Your Organization's Financial Health

  1. For each revenue line item, are we meeting our goals? If not, how much are we off, and do we have an explanation for why?


  2. What are acceptable variations and fluctuations in expected revenue?  
  3. Read more


[Private Vault Tool]


Advisory Council Invitation Sample

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XYZ Organization
Advisory Council

We welcome you to the XYZ Council. This group is a newly created advisory council to the Board and will consist of non-voting members. This status will remove the obligations, which Board members have, in attending monthly meetings and participating on committees.

What do we expect from you?  Read more


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[Private Vault Tool]


Board Meeting Evaluation Worksheet

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Assess 11 key areas of your board meetings.  Read more


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[Private Vault Tool]


Board Member Agreement - Sample 1

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A sample board member agreement to download and customize for your organization.  Read more


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[Private Vault Tool]


Board Member Agreement - Sample 2

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A sample board member agreement to download and customize for your organization.  Read more


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[Private Vault Tool]


Board of Directors Evaluation Fact Sheet

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A form for each board member to complete listing contact info, personal information, affiliations, interests, etc.  Read more


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[Private Vault Tool]


Board of Directors Evaluation Worksheet

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Assess the performance of each director on your board with this evaluation worksheet.  Read more


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[Private Vault Tool]


Board Resource Committee Duties and Responsibilities Sample

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Purpose:
The purpose of the Board Resource Committee is to provide quality leadership for XYZ in the form of the governing Board of Directors. This will be done through the regular and systematic evaluation of the board's strengths and weaknesses, the identification of potential board members, and the ongoing training and education of board members.  Read more


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[Recommended Book]

Built to Last: Successful Habits of Visionary Companies

1
Average: 1 (2 votes)
By Jim Collins and Jerry I. Porras
Solid business concepts every nonprofit manager can and should apply to their nonprofit.
 
Publisher's Description:
 

"This is not a book about charismatic visionary leaders. It is not about visionary product concepts or visionary products or visionary market insights. Nor is it about just having a corporate vision. This is a book about something far more important, enduring, and substantial. This is a book about visionary companies." So write Jim Collins and Jerry Porras in this groundbreaking book that shatters myths, provides new insights, and gives practical guidance to those who would like to build landmark companies that stand the test of time.  Read more


[Recommended Book]

Care and Feeding of a Non-Profit Board: So You "Wanna" Be a Board Member!

3
Average: 3 (3 votes)
By Willi Baer
Publisher's Description:  

If you have ever served on a non-profit board of directors or would like to do so, this book is for you. The author takes you through the recruitment and board development process, orientation, training, hiring, stewardship and evaluation of the Executive Director, termination (when necessary), setting policy, strategic planning, and self-evaluation as well as dealing with the difficult board member. Knowing when to step down is equally important and is also addressed here. Do yourself and your colleagues a favor and don't put it down until you've finished.  Read more


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