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Nonprofit policies and procedures template

Nonprofit policies and procedures template

Set up clear, reliable policies and procedures for your nonprofit with this customizable template, from governance to risk management.

Use this template
or download pdf
Nonprofit policies and procedures template

Set up clear, reliable policies and procedures for your nonprofit with this customizable template, from governance to risk management.

Use this template
or download pdf

About the Nonprofit policies and procedures template

Every nonprofit, regardless of size, needs a solid foundation of policies and procedures to drive effective operations and maintain trust with stakeholders. This nonprofit policies and procedures template gives you a ready-to-use, customizable framework. It’s designed to help you and your team set clear expectations, uphold compliance, and streamline key areas from board governance to financial management.

How to use the nonprofit procedures and policies template

Here’s how to make the most of this template, maximizing transparency and consistency across your nonprofit:

  1. Customize your template to align with organizational needs. Begin by tailoring each section to reflect your nonprofit’s unique mission, values, and legal requirements. This ensures that the template doesn’t just cover general practices but aligns with the specific ways you operate and communicate.
  2. Define board responsibilities and governance details. Fill in board member roles, meeting schedules, and terms, adding any relevant committees. This sets expectations for leadership involvement and ensures consistency in decision-making across all levels.
  3. Map out your nonprofit’s procedures. Use this template to document critical financial practices and HR protocols, as well as guidelines for resource development, program management, and risk management.
  4. Introduce your team to the template’s workflows. Make sure the template is accessible to those who will be using it regularly, such as program managers or department heads. Walk them through relevant sections and show them how these guidelines affect their daily tasks.
  5. Track and adjust as your organization grows. Regularly review and update the template to reflect any changes in your nonprofit’s structure, funding requirements, or legal obligations.

Why you should use the nonprofit procedures and policies template

Using a nonprofit policies and procedures template simplifies the process of creating consistent guidelines for your organization. A template like this helps standardize key practices across operations, from board management to compliance, saving you time and making sure that all necessary procedures are in place.

With everything organized in one editable, ready-to-use document, you can guide your team effectively, minimizing risk and helping everyone stay aligned with your nonprofit’s mission and values. Additionally, with this structured template, you’re set to adapt quickly to any new regulations or funding requirements. It’ll be easier to stay both compliant and efficient as your nonprofit grows.

Download your nonprofit procedures and policies template today

Get your nonprofit running smoothly with this ready-to-use policies and procedures template. It’ll support you in setting clear expectations, maintaining compliance, and improving consistency across your organization—all in one simple tool. Access it now and guide your team through every essential policy and procedure!

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Preview of the template
Page 1
General Policies
Organization Name
Organization Mission Statement
Organization Vision Statement
Organization Values
Organization Legal Structure (e.g. 501(c)3)
Organization Bylaws Reviewed and Updated
Board of Directors
Board of Directors Roster
Board Member Terms and Term Limits
Board Member Responsibilities Defined
Board Meeting Schedule
Board Meeting Minutes Recorded
Board Committees Established
Financial Management
Annual Organizational Budget
Accounting Procedures Manual
Internal Financial Controls
Financial Audit Conducted Annually
IRS Form 990 Filed Annually
Human Resources
Employee Handbook Developed
Job Descriptions for All Positions
Employee Performance Review Process
Employee Training and Development Plan
Employee Benefits Package
Governance and Compliance
Conflict of Interest Policy
Document Retention and Destruction Policy
Whistleblower Protection Policy
Code of Ethics
Compliance with Applicable Laws and Regulations
Risk Management
Liability Insurance Coverage
Directors and Officers Insurance
Business Continuity Plan
Disaster Recovery Plan
Data Security and Privacy Measures
Resource Development
Fundraising Plan
Donor Acknowledgement and Recognition Program
Grant Prospecting and Application Process
Corporate Sponsorship Program
Volunteer Recruitment and Management
Program Management
Program Evaluation and Impact Measurement
Client Intake and Eligibility Determination
Program Quality Assurance Processes
Collaborative Partnerships with Other Organizations
Client Satisfaction Feedback Mechanism

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

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Frequently asked questions

What is the standard operating procedure for a nonprofit organization?

A standard operating procedure (SOP) for a nonprofit typically includes key guidelines for daily operations, financial management, and compliance requirements. SOPs serve as a reference for staff so tasks can be completed correctly and consistently. Examples include steps for onboarding volunteers, recording financial data, or managing donor relations.

What are the top areas to cover in a nonprofit’s policies and procedures?

The most essential areas for a nonprofit’s policies and procedures include governance (e.g., board responsibilities), financial management (budgeting and audits), human resources, and risk management. Depending on the organization’s focus, you may also cover program evaluation, data security, and compliance with legal and funding requirements.

What are common mistakes to avoid when creating nonprofit policies and procedures?

One common mistake is creating policies that are overly complicated or filled with legal jargon, which can make them hard to follow. Another is neglecting regular updates, which can lead to outdated practices. Additionally, ignoring the specific needs of different departments can make policies feel disconnected.

How can I make sure my nonprofit’s policies are clear and easy to follow?

With Lumiform, you can customize templates to fit your organization’s tone and simplify complex terms. Use clear, straightforward language and avoid industry-specific jargon. You can also include examples and specific steps to make policies more actionable while considering regular feedback from team members.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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