For nonprofit organizations located in Maryland, find out which G3 Policy Package is right for your nonprofit.

For nonprofit organizations located outside of MD & DC, find out which G3 Policy Package is right for your nonprofit.

• Conflict of Interest Policy
• Exhibit A to the Conflict of Interest Policy - Annual Disclosure Statement
• Whistleblower Policy
• Records Retention & Destruction Policy
• Disclosure Policy
• Form 990 Review Policy
• Contemporaneous Minutes Policy
  

1. a 30-minute educational video relating to the Policies,
   
2. a 10-minute video which discusses (A) the role of nonprofit fiduciaries, (B) the legal duties of a nonprofit fiduciary, (C) methods to limit the liability of the nonprofit's fiduciaries, and (D) the importance of a Mission Statement,
   
3. a 15-minute video which describes (A) the general changes made in the new DC Nonprofit Corporations Act (applicable January 1, 2012), (B) the impact of these changes on the applicable governance policies, (C) an extensive discussion of the standard of conduct and liability for directors and officers, and (D) the statutory methods to reduce or eliminate that liability under the new DC Act,
4. a series of powerpoint slides for 3 consecutive Board meetings to foster understanding and approval by the Board for the entire package,
   
5. Board resolutions approving each policy within the package, and
   
6. one (1) hour of consultation time.
   

• Conflict of Interest Policy
• Exhibit A to the Conflict of Interest Policy - Annual Disclosure Statement - Expanded Version
• Exhibit B to the Conflict of Interest Policy - Employees
  

1. a 25-minute educational video relating to the Policy and Exhibits,
   
2. a 10-minute video which discusses (A) the role of nonprofit fiduciaries, (B) the legal duties of a nonprofit fiduciary, (C) methods to limit the liability of the nonprofit's fiduciaries, and (D) the importance of a Mission Statement,
   
3. a 15-minute video which describes (A) the general changes made in the new DC Nonprofit Corporations Act (applicable January 1, 2012), (B) the impact of these changes on the applicable governance policies, (C) an extensive discussion of the standard of conduct and liability for directors and officers, and (D) the statutory methods to reduce or eliminate that liability under the new DC Act,
4. a series of powerpoint slides for 3 consecutive Board meetings to foster understanding and approval by the Board for the entire package,
   
5. Board resolutions approving each policy within the package, and
   
6. one (1) hour of consultation time.
   

• Endowment Policy
• Statement of Investment & Spending Policy
• Donor Agreements - For General Purposes
• Donor Agreements - For Special Purpose Funds
  

1. a 40-minute educational video relating to the Policies and Agreements,
   
2. a 10-minute video which discusses (A) the role of nonprofit fiduciaries, (B) the legal duties of a nonprofit fiduciary, (C) methods to limit the liability of the nonprofit's fiduciaries, and (D) the importance of a Mission Statement,
   
3. a 15-minute video which describes (A) the general changes made in the new DC Nonprofit Corporations Act (applicable January 1, 2012), (B) the impact of these changes on the applicable governance policies, (C) an extensive discussion of the standard of conduct and liability for directors and officers, and (D) the statutory methods to reduce or eliminate that liability under the new DC Act,
4. a series of powerpoint slides for 3 consecutive Board meetings to foster understanding and approval by the Board for the entire package,
   
5. Board resolutions approving each Policy and Donor Agreement within the package, and
   
6. one (1) hour of consultation time.
   

• Gift Acceptance Guidelines
• Exhibit A to the Gift Acceptance Guidelines - Internal Process for Gift Acceptance
• Checklist #1 - Publicly Traded Securities
• Checklist #2 - Life Insurance
• Checklist #3 - Real Estate - Part 1 (General) and Part 2 (Environmental)
• Checklist #4 - Business Interests
• Checklist #5 - Tangible Personal Property
  

1. a 55-minute educational video relating to the Guidelines, Exhibit A, & the Checklists,
   
2. a 10-minute video which discusses (A) the role of nonprofit fiduciaries, (B) the legal duties of a nonprofit fiduciary, (C) methods to limit the liability of the nonprofit's fiduciaries, and (D) the importance of a Mission Statement,
   
3. a 15-minute video which describes (A) the general changes made in the new DC Nonprofit Corporations Act (applicable January 1, 2012), (B) the impact of these changes on the applicable governance policies, (C) an extensive discussion of the standard of conduct and liability for directors and officers, and (D) the statutory methods to reduce or eliminate that liability under the new DC Act,
4. a series of powerpoint slides for 3 consecutive Board meetings to foster understanding and approval by the Board for the entire package,
   
5. Board resolutions approving the Guidelines, and
   
6. one (1) hour of consultation time.