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Free for readers of The “Of Course” Factor: A Guide to Meaningful Grant Writing. Enter OCF plus the last four digits of your book’s ISBN at checkout.
Grant applications often ask whether your organization has adopted certain policies, and many ask you to attach them. The IRS Form 990 asks too. Funders see these policies as signs of a well-governed organization that is ready to manage their investment. If you don’t have them yet, this bundle gives you a strong starting point for each one.
Each template is a Word document with a cover page, step-by-step instructions, and sample language ready to customize. Every placeholder is in brackets and matches the surrounding text, so you can highlight it and type without reformatting anything.
What’s inside
Nondiscrimination statement: the one-paragraph assurance funders require, with a completed example
Diversity, equity, and inclusion statement: two versions, including an inclusion and access statement for organizations that receive federal funds
Conflict of interest policy: a complete policy based on the IRS sample structure, with an annual disclosure form for board members and key staff
Whistleblower protection policy: a safe reporting process, including a path around the executive director for concerns that involve leadership
Privacy policy: donor and participant privacy, ready to post on your website and donation page
Code of ethics: eleven principles for your board, staff, and volunteers, with a signature acknowledgment
How to use them
Tailor each template to how your organization actually operates, have your board adopt it, and review it every year. These templates are a starting point, not legal advice. Have an attorney review your final policies, especially if you receive federal funds.
Format: Six Word documents (.docx) in one zip file.
Free for readers of The “Of Course” Factor: A Guide to Meaningful Grant Writing. Enter OCF plus the last four digits of your book’s ISBN at checkout.
Grant applications often ask whether your organization has adopted certain policies, and many ask you to attach them. The IRS Form 990 asks too. Funders see these policies as signs of a well-governed organization that is ready to manage their investment. If you don’t have them yet, this bundle gives you a strong starting point for each one.
Each template is a Word document with a cover page, step-by-step instructions, and sample language ready to customize. Every placeholder is in brackets and matches the surrounding text, so you can highlight it and type without reformatting anything.
What’s inside
Nondiscrimination statement: the one-paragraph assurance funders require, with a completed example
Diversity, equity, and inclusion statement: two versions, including an inclusion and access statement for organizations that receive federal funds
Conflict of interest policy: a complete policy based on the IRS sample structure, with an annual disclosure form for board members and key staff
Whistleblower protection policy: a safe reporting process, including a path around the executive director for concerns that involve leadership
Privacy policy: donor and participant privacy, ready to post on your website and donation page
Code of ethics: eleven principles for your board, staff, and volunteers, with a signature acknowledgment
How to use them
Tailor each template to how your organization actually operates, have your board adopt it, and review it every year. These templates are a starting point, not legal advice. Have an attorney review your final policies, especially if you receive federal funds.
Format: Six Word documents (.docx) in one zip file.
