[MainstreetManagers] Duties of a Nonprofit Board

[Tamara Nelson]

Hello Everyone!
I hope that everyone made it home safely and had great rest and reconnection with your loved ones.  It was so very nice to share time with you guys and I do hope that we can keep the connections going.  As requested, here are the duties I touched on during our discussion for board members.




It was also requested on one of our zoom calls a couple of back of a list of what every nonprofit needs.  I believe we shared it at the Board Member Bootcamp, but not with you guys, my apologies.  Here it is:
DOCUMENTS
POLICIES & PROCEDURES
INSURANCE
Articles of Incorporation
Conflict of Interest
General Liability
Bylaws
Whistleblower Policy
Directors & Officers (D&O) Liability
IRS Determination Letter
Document Retention & Destruction Policy
Workers Compensation
Board Meeting Minutes
Financial Controls & Cash-Handling Policy
Property Insurance
Conflict of Interest Policy
Gift Acceptance Policy
Cyber Liability /Data Breach Insurance
Current board roster and officer list
Board Governance Policy / Manual
Commercial Auto/Hired & Non-Owned Auto
Financial statements and general ledger
Personnel/ Employee Handbook
Event/Special Program insurance
Annual Form  990 Filings
Fundraising & Donor Privacy Policy

Key Policies & Procedures
Expense Reimbursement & Travel Policy

Major contracts, grants and restricted-fund documentation
Data Security & Privacy Policy

Insurances and Licenses
Anti-Fraud Policy

Personnel & HR
Records of Board/Committee Authority


Volunteer Policy


Social Media/Communications Policy


Gift - In-kind/Donation Valuation Procedure



Tamara Nelson, Economic Development Specialist
Oklahoma Main Street Center | Oklahoma Department of Commerce
301 NW 63rd Street, Oklahoma City, OK 73116
Tamara.Nelson at OKCommerce.gov<mailto:Tamara.Nelson at OKCommerce.gov>
c.405-778-9321 (text capable)
OKcommerce.gov<https://okcommerce.gov/>
[Title: State of Oklahoma logo - Description: Multi-color chevron pinwheel with the word Oklahoma to the right.]


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