Good Governance: Policies & Practices for the IRS Form 990
Andres Esparza • December 14, 2022

Passcode (3!@8JizK)
Click here for presentation slides
Presenter: Katie Davis, 5 Branches Consulting
Governance Policies may not be the first thing leaders want to think about when managing their organizations but having solid governance policies and practices in place makes for smoother operations. During this 90-minute webinar Katie Davis of 5 Branches Consulting will “cook up” a basic recipe for good governance. We’ll then dive deeper, reviewing the following five standard policies that the IRS highlights on Form 990. Even smaller nonprofits that file the 990-N will benefit from more focused attention to compliance.
Additional Resources:
- Whistleblower Policy Template
- Conflict of Interest Policy Template
- Gift Acceptance Policy Template/Samples
- Document Retention Policy Template
- Form 990 Process Policy Template
- Form 990 overview course and resources from the IRS for those of you really into it and/or for your Board Treasurer
- What Policies Should Our Org Have (article)
- Council of Nonprofits Conflict of Interest Policy
- Council of Nonprofits Gift Acceptance Policy Resources




