5 Critical Policies for Nonprofits

Posted by Nonprofit Issues on March 12, 2018

Workshop discusses five most critical nonprofit policies

Understanding the contents of policies – their opportunities and risks – can create more effectiveness in your organization.

The Form 990 tax information return requires nonprofits to report whether they have a conflict of interest policy, a whistleblower policy, and a document retention and destruction policy. Potential donors, the media, and regulators have greater confidence when an organization responds “yes” to the policy questions.

This webinar, led by Don Kramer of Montgomery McCracken and Tish Mogen of PANO, will do a deep dive into these three policies, plus a policy for setting compensation (to avoid excess benefits) and one for dealing with confidentiality of information. We will discuss the key components of each policy and study various sample policies to see how organizations can deal differently with different issues.

We will highlight policies promulgated and copyrighted by the Standards for Excellence Institute, the national program for ethics and accountability in the nonprofit sector. The Standards were originally developed by Maryland Nonprofits and are being promoted nationally with 10 replication partners, including the Pennsylvania Association of Nonprofit Organizations.

We’ll cover the following:

  • Conflict of Interest
  • Whistleblower
  • Document Retention
  • Compensation
  • Confidentiality

Wednesday, March 14
1:30-3:00 PM ET

Two options for joining the webinar


Not available on March 14th? Reserve your copy of the recorded program.


Tish Mogan, Standards for Excellence Director, from the Pennsylvania Association of Nonprofit Organizations will join Don Kramer, Esq., Editor of Nonprofit Issues. This program is offered in partnership with PANO, Pennsylvania Association of Nonprofit Organizations.

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