Montana Nonprofit Association

promoting a strong nonprofit sector in MONTANA

Organizational Development Resource Library

Governance and Leadership

Sample Forms and Policies 

Articles of Incorporation – MNA
Articles of Incorporation Form – Secretary of State
Board Governance Policy
Board Job Description – MNA
Bylaws Workshop, Video, Judy Andrews, Apex Group - Washington Nonprofits
Sample Board Commitment Form – National Council of Nonprofits
Sample Bylaws – MNA
Sample Bylaws – Pennsylvania Association of Nonprofit Organizations
Sample Conflict of Interest Policy – MNA
Document Retention Policies for Nonprofits – National Council of Nonprofits
Ethics Policy – MNA
Ethics Policy – Minnesota Council of Nonprofits
Executive Compensation Policy – MNA
Proxy Voting Policy – MNA
Voting by Proxy (October 2013) – Montana State Bar Tip Sheet
 

Other Resources 

25 Awesome Things Board Members Do – Nonprofits with Balls
All Hands on Board – The Board of Directors in an All-Volunteer Organization
Blue Avocado Board Cafe
Board Development Learning Center, Simone Joyaux – sample policies and a collection of continually updated resources
Boards Matter – Building Board Tools Booklet
Broadrooms - an information resource for executive women
CompassPoint – assists organizations in developing effective leaders
Finding the Right Board Members for Your Nonprofits – National Council of Nonprofits
Free Management Library – provides free, easy-to-access, online articles for personal or professional development
How to be a Better Nonprofit Board Member – Stanford Business
Montana Attorney General Dissolution Form – Public benefit and religious corporations must file a completed Notice of Dissolution form to the attorney general if the organization intends to dissolve.
Montana Secretary of State Dissolution Form Public benefit and religious corporations must file articles of dissolution with the Secretary of State if the organization intends to dissolve. 
Principles for Good Governance and Ethical Practice, A Guide for Charities and Foundations - Independent Sector
Role of Boards During Crisis – Forbes
stayexempt.irs.gov – protect your tax exemption status
Why Boards Don't Govern – by Jan Masaoka
 

Planning

Sample Forms and Policies 

Emergency Succession Plan Sample – Center for Nonprofit Advancement
Sample Financial Management Plan – MNA
Sample Strategic Plan – Minnesota Council of Nonprofits
 

Other Resources 

Strategic Planning That Makes a Difference – Management Assistance Group
Succession Planning for Nonprofits – National Council of Nonprofits
The Strategic Plan is Dead. Long Live Strategy. – Stanford Social Innovation Review
 

Human Resources

Sample Forms and Policies 

Comp Time Tip Sheet – MNA
Sample Employee Emergency Contact Form – National Council of Nonprofits
Sample Employee Reimbursement Request Form – National Council of Nonprofits
Chief Executive Compensation Policy – MNA
Sample Leave Request Form – National Council of Nonprofits
Montana New Hire Reporting Form – MNA
Sample Personnel Policies – MNA
Sample Whistleblower Policy – MNA
 

Other Resources 

Advancing Your Cause Through the People You Manage
Associated Employers
Corporation for National Service
Employees, Independent Contractors, and Volunteers (October 2013) – Montana State Bar Tip Sheet
Independent Contractor Brochure – Internal Revenue Service
Independent Contractor or Employee? – Internal Revenue Service– Internal Revenue Service
Independent Contract Law, Plain Language and Q & A – MNA Tip Sheet
Montana Campus Compact – A coalition committed to educating students for to promote civic and social responsibility.
Montana Department of Labor and Industry
Montana Office of Community Service
Montana Tax Withholding Guide – Montana Department of Revenue
Montana Wrongful Discharge from Employment Act
Can I Award Comp Time? - Tip Sheet
US Equal Employment Opportunity Commission
 

Financial Management

Sample Forms and Policies 

Accounting Procedures Manual Template – Blue Avocado
Sample Financial Policy 1 – MNA
Sample Financial Policy 2 – MNA
Sample Investment Policy 1 – MNA
Sample Investment Policy 2 – MNA 
Sample Records Retention Policy – MNA
Sample Whistleblower Policy – MNA
Nonprofit Operating Reserves Initiative – Urban Institute
 

Other Resources 

Primer on Loan Financing -  Montana Mission Investing Group
Discovering embezzlement (October 2013) – Montana State Bar Tip Sheet
Federal Filing Requirements for Nonprofits – National Council of Nonprofits
IRS Charitable Contributions – Substantiation and DisclosureRequirements
IRS Compliance Guide Records Retention and Disclosure
IRS Required Disclosure Summary
Montana Department of Revenue
Montana Society of Certified Public Accountants
Nonprofits and the New OMB Guidance – National Council of Nonprofits
 

Accountability and Transparency

Resources 

Financial Transparency – National Council of Nonprofits
Increase Transparency by Broadening Your Perspective – Glasspockets
Inspection of Corporate Documents (October 2013) – Montana State Bar Tip Sheet
Public Disclosure Requirements for Nonprofits – National Council of Nonprofits
Public Reporting and Transparency – MNA
Why a nonprofit might conduct an audit even when the law doesn't require it – National Council of Nonprofits
 

Fundraising

Sample Forms and Policies 

Gift in Kind Form – MNA
Sample Gift Acceptance Policy – U of M Foundation
 

Other Resources 

A Survival Kit for Fundraising in a Bad Economy – Association of Fundraising Professionals
Association of Fundraising Professionals
Better Business Bureau's Wise Giving Alliance
Big Sky Institute for the Advancement of Nonprofits
Charitable Gaming Laws (October 2013) – Montana State Bar Tip Sheet
Chronicle of Philanthropy
Code of Ethics
Community Health Resources, Grant Opportunities - MSU Extension
Endow Montana
Foundation Center
Fund Development Learning Center, Simone Joyaux – sample Development Committee job description and a collection of continually updated resources
GrantStation
Internet Fundraising Guidelines for Nonprofit Organizations (October 2013) – Montana State Bar Tip Sheet
IRS Gift Substantiation
Montana Shares
Montana Community Foundation
 

Advocacy and Public Policy

Sample Forms and Policies 

Montana Advocacy and Communications Nonprofit Toolkit – MNA
 

Other Resources 

501(h) election - Measuring Lobbying Activity: Expenditure Test – 501(c)(3) organizations (other than churches and private foundations) may elect the expenditure test under section 501(h) as an alternative method for measuring lobbying activity.
Advocating for the Value Nonprofits Create: An Interview with Tim Delaney, National Council of Nonprofits by Social Velocity
Alliance for Justice – Has several helpful publications on federal law and nonprofit lobbying and election year activities. 
Center for Effective Government (was OMB Watch) – Federal policy resource including current legislative updates and position papers.
Center on Budget & Policy Priorities – Conducts research on a range of government policies and programs, with an emphasis on those affecting low- and moderate-income people. 
Economic Policy Institute – Nonprofit, nonpartisan think tank that seeks to broaden the public debate about strategies to achieve a prosperous and fair economy. 
LAWS - Provides detailed information on activities related to the Montana law-making .
Montana Budget & Policy Center – Provides in-depth research and analysis on budget, tax, and economic issues with the goal of advancing sound public policy in the state. 
National Council of Nonprofits – The National Council informs nonprofits about legislation and regulation affecting the nonprofit sector and about ways to get involved in advocacy efforts
National Institute on Money in State Politics – Nonpartisan, nonprofit organization whose mission is to research and document state-level political donations and their influence on public policy. 
National Priorities Project – Helps the public understand and shape the federal budget to meet community needs by providing: analysis of critical budget issues, state and local data, and tools for local action. 
NonProfit Action – Online resource that provides tools and information for nonprofit advocacy.
Nonprofit Vote A 501(c)(3) Guide to Voter Engagement
Urban Institute – Gathers data, conducts research, evaluates programs, offers technical assistance overseas, and educates Americans on social and economic issues in order to foster sound public policy and effective government.
 

Communications

Resources 

21 Social Media Tips for Nonprofits – NTEN
Beth Kantor's Blog – How Connected Nonprofits Leverage Networks and Data for Social Change
Building Communications Capacity: Experts Offer Lessons Learned in Practice
Care2 – Digital Communication Blog
Kivi's Nonprofit Communications Blog
John Haydon – digital marketing expert for charities and nonprofits
M+R Strategic Services
Nonprofit Marketing Blog – Network for Good
Nonprofit Tech for Good – Social and mobile media blog for nonprofits
Simply Measured – Resources for measuring and improving social media engagement.
 

Information Technology

Resources 

idealware – Helps nonprofits make smart software decisions
IT Best Practices for Nonprofits – Minnesota Council of Nonprofits
lynda.com – Subscription service for online software video tutorials. Recommended by PC Magazine.
Nonprofit Technology Network (NTEN) – MNA partner who assists nonprofits in using technology more effectively.
TechSoup Global – a 501(c)(3) that provides discount technology products and technology resources to nonprofits.
Tips for Funding Technology – Minnesota Council of Nonprofits
 

Strategic Alliances

Resources 

Collective Impact – National Council of Nonprofits
Collective Impact Forum - Provides tools and training to support the efforts of those who are practicing collective impact in the field. 
Fiscal Sponsorship – Council on Foundations
10 Lessons Game of Thrones learned from us about advocacy coalitions – M+R Strategic Services
Ten Tips for Collaboration – N.C. Center for Nonprofits
 

Evaluation

Resources 

Getting to What Matters: How to Design and Develop Evaluation – Steve Patty
PerformWell
Tools and Resources for Assessing Social Impact (TRASI) – The Foundation Center
Workbook: Data-Driven Decision Making: Exploring Outcomes Indicators – NTEN and Idealware

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