Nonprofit Governance, Risk, and Compliance Guides and Toolkits

Staff are already using AI tools, often without anyone deciding they should. This guide shows your board and leadership how to find out what is in use, set the boundaries that matter, and put a policy in writing.

AI Acceptable Use Policy Toolkit. Eleven working templates, including an adoptable AI acceptable use policy, a tool register, a vendor questionnaire, and board oversight questions.

Every vendor holds part of your risk, and most organizations never revisit the decision. Build a documented, defensible system for choosing, monitoring, and when necessary replacing the vendors your organization depends on.

Vendor and Third Party Risk Management Toolkit. Security questionnaires, tracking tables, a contract review checklist, and sample contract language.

Practical controls for protecting the donor, employee, and client data you already hold, in the order that matters, matched to your budget and staff.

Cybersecurity, Privacy, and Technology Toolkit. A data inventory, password and access policy, acceptable use policy, privacy policy, incident response plan, and working trackers.

Fiduciary duties, meeting structure, committees, officer roles, self assessment, and executive director oversight, explained for a board of volunteers.

Volunteer Board Governance Toolkit. Agenda and minutes templates, a committee charter, officer role descriptions, a self assessment, and an executive director evaluation.

The formation steps in the right order, the filings that keep tax exemption in place, and the governance documents a founding board should adopt first.

Governance and Compliance Toolkit. Full bylaws, conflict of interest, whistleblower, and retention policies, plus formation and compliance trackers.

A practical way to tell a routine decision from one that needs an attorney, across employment, contracts, regulatory inquiries, and governance disputes.

Legal Counsel Decision Toolkit. A situation by situation decision reference, an escalation log, and an attorney intake form.