TEMPLATE: Conflict of Interest Policy [SUBSCRIBERS ONLY]

A magnifying glass placed on financial graphs and charts


This Conflict of Interest Policy template is intended to help your organization establish disclosure and review processes consistent with best practices and the private inurement and excess benefit transaction rules applicable to 501(c)(3) public charities.

The language in this template is a modified version of language recommended by the Internal Revenue Service, with provisions defining “Interested Persons,” “Financial Interests,” and “Disinterested Directors,” governance procedures for managing for potential conflicts, documentation requirements, and more.

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