Free editable Word template
Free Nonprofit Code of Conduct Template
An editable Word document covering ethical conduct, confidentiality, financial integrity, and reporting concerns. Adapt it for your nonprofit’s board, staff, volunteers, and contractors.
Editable .docx · No account or email required
This template is provided for informational purposes and should be adapted to fit your organization's specific context. It is not legal advice.
Next: collect signatures
One code of conduct. A record for each signer.
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What’s in the template
Use the sample wording as a starting point for your own policy.
- Mission, values, and conflicts of interest
- Confidentiality and sensitive information
- Financial integrity and organizational resources
- Respectful conduct and public representation
- Reporting concerns and non-retaliation
- Annual review and acknowledgment
Preview
Nonprofit Code of Conduct
[ORGANIZATION NAME] Adopted: _______________ | Last Reviewed: _______________
1. Purpose
[Organization Name] (the “Organization”) is committed to operating with integrity, transparency, and accountability. This Code of Conduct establishes the ethical standards and behavioral expectations that guide everyone who serves the Organization — including board members, staff, volunteers, and contractors.
This document exists to protect the people we serve, the public trust we depend on, and the mission we exist to advance. By serving the Organization in any capacity, you agree to uphold the standards in this policy.
2. Who This Policy Covers
This policy applies to all individuals who serve the Organization in any capacity, including:
- All members of the Board of Directors
- All paid staff, including full-time, part-time, and contract employees
- All volunteers, whether recurring, one-time, or remote
- Any individual acting on behalf of the Organization in a public or official role
Together, these individuals are referred to as “covered persons” throughout this policy.
3. Mission and Values Alignment
Covered persons are expected to:
- Act in a manner consistent with the Organization’s mission, vision, and stated values
- Represent the Organization honestly and professionally in all public interactions
- Refrain from using their position with the Organization to advance personal, political, or commercial interests
- Support and uphold the decisions of the Board, even when personally in disagreement
4. Conflicts of Interest
A conflict of interest exists when a personal, financial, or professional interest could influence — or appear to influence — decisions made on behalf of the Organization. All covered persons must:
- Disclose any actual or potential conflict of interest promptly to their supervisor or the Board Chair
- Recuse themselves from any discussion or vote where a conflict exists
- Refrain from using their position to obtain personal benefit from vendors, partners, donors, or clients
This policy is separate from and complementary to any standalone Conflict of Interest Policy adopted by the Board.
5. Confidentiality
Covered persons may have access to sensitive information about clients, donors, staff, finances, or organizational operations. All covered persons must:
- Keep confidential information strictly private and not disclose it outside of authorized duties
- Refrain from discussing client, donor, or staff information with outside parties
- Not take photographs or recordings of clients without explicit written authorization
- Maintain confidentiality obligations even after their service with the Organization ends
When in doubt, do not share. Ask a supervisor if you are unsure what information is appropriate to disclose.
6. Financial Integrity
All board members and staff are expected to:
- Handle organizational funds and assets with care, honesty, and full transparency
- Obtain proper authorization before committing organizational resources
- Refrain from accepting personal gifts, payments, or benefits from donors, vendors, or partners beyond nominal value
- Report any suspected financial misuse or irregularity to the Executive Director or Board Chair immediately
7. Professional Conduct and Respect
The Organization is committed to a safe, inclusive, and respectful environment. All covered persons must:
- Treat colleagues, clients, volunteers, donors, and the public with dignity and respect
- Refrain from harassment, discrimination, or intimidation in any form
- Use inclusive, professional language in all organizational communications, including email, text, and social media
- Avoid conduct that could embarrass or bring disrepute to the Organization
Harassment includes unwanted physical contact, offensive comments, threats, or any behavior that creates a hostile environment. Violations will result in immediate removal from service and may be referred to law enforcement.
8. Use of Organizational Resources
Organizational resources — including equipment, funds, facilities, data systems, and the Organization’s name or logo — are to be used only for authorized organizational purposes. Covered persons must not:
- Use organizational resources for personal purposes
- Represent the Organization publicly or on social media without authorization
- Access organizational systems or data beyond what is required for their role
9. Public Representation and Communications
When speaking publicly or online in connection with the Organization, covered persons must:
- Identify whether they are speaking officially on behalf of the Organization or sharing a personal opinion
- Refrain from making public statements on behalf of the Organization without authorization from the Executive Director or Board
- Refer all media inquiries to designated staff
10. Compliance with Laws and Regulations
All covered persons are expected to comply with applicable federal, state, and local laws in all activities undertaken on behalf of the Organization. This includes laws governing nonprofit governance, employment, data privacy, financial reporting, and fundraising.
11. Reporting Concerns
The Organization encourages anyone who observes a potential violation of this Code to report it promptly. Reports may be made to:
- Supervisor or Department Head: [Name / Contact]
- Executive Director: [Name / Contact]
- Board Chair: [Name / Contact]
The Organization will not retaliate against any individual who raises a concern in good faith. All reports will be handled with appropriate confidentiality. For matters involving financial misconduct or board-level violations, refer to the Organization’s Whistleblower Protection Policy.
12. Annual Review and Acknowledgment
This Code of Conduct will be reviewed by the Board at least once per year. All covered persons must sign the Acknowledgment upon beginning their service and again following each annual review.
Acknowledgment
I have received, read, and understand the Code of Conduct of [Organization Name]. I agree to abide by these standards throughout my service and understand that violations may result in disciplinary action up to and including removal from my role.
After you download
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1. Make it yours
Replace the placeholders and adapt the procedures to how your organization works.
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2. Review and approve
Review the wording and applicable requirements with your leadership and appropriate advisers.
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3. Share the approved policy
Upload your final document to ClearPolicy when you’re ready to collect and track signatures.
Put your approved policy to work
Make code-of-conduct sign-offs part of joining.
Organize requests by role or group and find the version each person signed when you need it.
Send the policy to the people it covers
Group the people covered by your code, such as board members, staff, and volunteers. Assign the approved document and send their signature requests.
Explore group assignmentsFollow up on missing signatures
See which requests still need a signature and let automatic reminders follow up. Each person can sign from their email link without creating an account.
See automatic remindersKeep a record of the version they signed
Find and download signed documents later. When your policy changes, publish a new revision and send new requests; earlier signatures stay tied to their original version.
Explore signature recordsStaff & Board Members
Track compliance by group.
Avery Brooks
Compliant4 of 4 documents
100%
Jules Kim
Compliant4 of 4 documents
100%
Logan Rivera
Compliant4 of 4 documents
100%
Taylor Quinn
Pending2 of 4 documents
50%
Questions about this template
Is the Word template free?
Yes. Download and edit the Word document without creating an account or providing an email address. ClearPolicy’s paid software is optional; you can use the template on its own.
What should we customize before using it?
Add your organization’s name, mission, reporting contacts, and review dates. Align the conduct, financial, confidentiality, and conflict-of-interest provisions with your other policies. This is a starting point, not legal advice. Review the final wording with your leadership and appropriate advisers before use.
Who would we send the approved policy to?
The sample covers board members, paid staff, volunteers, contractors, and others acting officially for the organization. Review that scope and send the approved code to the people it covers.
How do we use this template with ClearPolicy?
Customize and approve your policy first, then upload it to ClearPolicy. Add the people it covers, assign the document, and send signature requests. The download does not automatically add a document to your organization.
How is this different from the volunteer code of conduct?
This code covers the organization more broadly, including board and staff responsibilities for financial integrity and governance. The volunteer version focuses on volunteer service, reliability, client boundaries, and safety. Choose and adapt the wording that fits the people receiving it.
One code of conduct. A record for each signer.
Upload your approved policy and send your first requests. Try ClearPolicy free for 30 days, no credit card required.