Conflict of Interest Self-Check — Disclosure Draft

A plain-language gut-check for board members, officers, and staff — built around the conflicts nonprofit boards most often miss. Answer honestly and we'll draft a starting template for your board secretary or counsel to finalize. The output is a draft, not a legally sufficient disclosure on its own. Everything stays in your browser.

This tool drafts a starting template — not a finished disclosure. What you print is a working document for your board secretary or counsel to review, revise, and finalize against your organization's own policy. It is not legal advice and not a substitute for the disclosure process your board has adopted.

A conflict of interest is a situation, not an accusation. Almost everyone who serves a nonprofit has outside roles and loyalties — having them is normal. The test isn't whether you'd actually be improperly influenced; it's whether a reasonable, well-informed observer might question your impartiality. When in doubt, disclose. Disclosure protects both you and the organization.

Who's disclosing

This information heads your disclosure statement.

Full name

Role / position

Organization

Date

The gut-check

0 of 14 flagged

For each, ask: could this intersect with an organization decision? Flag anything that might apply — you can explain the detail. Sitting on two boards isn't a violation; voting on the overlap without disclosing it is.

Affirmations

I have received a copy of the organization's Conflict of Interest Policy. I have read and understand the Policy. I agree to comply with the Policy. I understand the organization is charitable and must engage primarily in activities that accomplish its tax-exempt purposes. The interests I've flagged above are current and complete to the best of my knowledge, and I will update this disclosure if my outside roles or relationships change.