Board roles & responsibilities

Click on any of the standards below:

Roles of Board and Executive Staff - A Discussion Worksheet

This sample worksheet, developed by David Renz at the Midwest Center for Nonprofit Leadership, can be a discussion tool to define, clarify, and redefine board and executive roles as your organization develops and changes.

Carter's Legal Risk Management Checklist for Charities

This checklist from Carter and Associates focuses on the risk identification and management issues particular to charities, as well as those common to nonprofits in general.

It should not be considered legal advice or take the place of consultation with a lawyer.

Carter's Legal Risk Management Checklist for Not-for-Profit Organizations

This checklist from Carters Professional Corporation covers what they consider some of the more important risk identification and management issues that nonprofits face, including financial and employee management issues, reducing board liability, and insurance considerations. See also their risk management checklist specifically for charities.

Staying Engaged, Stepping Up - Succession planning and executive transition management for nonprofit boards of directors

This volume of the Executive Transitions series from the Annie E. Casy Foundation provides guidance about planning for and managing leadership successions. Including a short questionnaire to assess how ready your organization is to face a transition, strategies for both emergency and ongiong strategic succession planning, and a list of common pitfalls.

Effective Approaches to Leadership Development

This issue of the Journal for Nonprofit Management has a number of articles related to this section.

Principles for Good Governance and Ethical Practice: A Guide for Charities and Foundations

In this guide from the US Panel on the Nonprofit Sector

Used broadly to define a group or cluster of agencies that share some commonality. Here ‘the sector’ refers to community based agencies that serve immigrants and refugees in Ontario. Other relevant sectors include the broader non‐profit sector (sometimes referred to as the voluntary sector), and the community social services sector.

are 33 principles

Accepted bases of action or conduct. For the Organizational Standards Initiative, our guiding principles provide a value‐laden foundation on which our work can be based.

of sound practice that should be considered by every charitable organization as a good governanceRefers to the source of strategic thinking and decisions that shape and direct an organization and its work and where, ultimately, accountability lies. Includes anything related to non‐profit boards as well as strategic leadership issues. guide for strengthening its effectiveness and accountability. The principles are organized into four main categories: legal compliance and public disclosure (p. 8), effective governance (p. 13), strong financial oversight (p. 20), and responsible fundraising (p. 24).

Registered Charities and the Income tax Act

Canada Revenue Agency Guide on how the Income Tax Act applies to registered charities. Includes definitions, gifts and receipts, how resources can be used.

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