Tools and resources to help manage and cultivate local Affiliate Chapters

Affiliate Chapter Resource Center

SHARING OUR VISION

RID’s Affiliate Chapter Resource Center provides chapter leaders with tools
and resources to help manage and cultivate local Affiliate Chapters. The
Affiliate Chapter Resource Center provides tools to help Affiliate Chapters
excel. RID’s goal is to make your life as an Affiliate Chapter leader a little
easier. Therefore, on this website you will find resources just for you and
your members.

The RID Affiliate Chapter Liaison will be working to develop additional
content for your use. If you have a specific request for information or are
interested in learning how other chapters have handled a specific issue,
please contact the RID Affiliate Chapter Liaison, Dr. Carolyn Ball, CI & CT,
NIC at [affiliatechapters@rid.org](mailto:affiliatechapters@rid.org).

__AC Documents


### Affiliate Chapter Documents

## [**Affiliate Chapter Document Resources**](http://www.education.rid.org)

### Chapters are essential to the success and growth of Affiliate Chapters. In
order to support your work as a chapter leader, RID has created links of vital
information for your use. The RID Affiliate Chapter Liaison will discover and
share tools, resources, and samples for your Affiliate Chapter. View the most
recent additions, browse by category or tag, or search for the specific
information you are looking for below.

#### Affiliate Chapter Handbook from RID

[https://rid.org/programs/membership/affiliate-
chapters/](https://rid.org/programs/membership/affiliate-chapters/)

#### AC Strategic Recommendations to Strengthen Our AC Network

RID would absolutely benefit from fostering stronger relationships with our
ACs. and what, if anything, we should be doing differently. This is a
_Strategic Plan_ with ideas and strategies to strengthen our AC network in
alignment with RID's Strategic Priorities towards Organizational Effectiveness
and Organizational Relevance, as well as consider the role of ACs in RID's
Organizational Transformation.

<https://rid.org/wp-content/uploads/2023/09/Revitalizing-Our-Network_RID-
Affiliate-Chapter-Strategic-Recommendations.pdf>

#### Bylaws

Bylaws are the rules and principles that define your governing structure. They
serve as your nonprofit's architectural framework. Although bylaws aren't
required to be public documents, consider making them available to your
membership to boost your Affiliate Chapter’s accountability and transparency.  

How to write Bylaws  

[https://learning.candid.org/resources/knowledge-base/nonprofit-
bylaws/](https://learning.candid.org/resources/knowledge-base/nonprofit-
bylaws/)

[https://nonprofitally.com/start-a-nonprofit/nonprofit-
bylaws/](https://nonprofitally.com/start-a-nonprofit/nonprofit-bylaws/)

[https://www.legalzoom.com/articles/best-practices-for-writing-nonprofit-
bylaws](https://www.legalzoom.com/articles/best-practices-for-writing-
nonprofit-bylaws)

National RID Bylaws

[https://rid.org/about/governance/](https://rid.org/about/governance/)

Examples of RID Affiliate Chapter Bylaws

[https://northcarolinarid.org/organizational-
bylaws](https://northcarolinarid.org/organizational-bylaws)

[https://mrid.org/](https://mrid.org/)

[http://nebula.wsimg.com/d3a57b6bfc602b0654f32049726b1d72?AccessKeyId=9AD5079068914C5D08A7&disposition=0&alloworigin=1](http://nebula.wsimg.com/d3a57b6bfc602b0654f32049726b1d72?AccessKeyId=9AD5079068914C5D08A7&disposition=0&alloworigin=1)

[https://president2244.wildapricot.org/Bylaws](https://president2244.wildapricot.org/Bylaws)

#### Document Retention Policies for Nonprofits

Document retention policies are one of several good governance policies that
the IRS highlights on the IRS Form 990 by asking whether the filing nonprofit
has adopted a written record retention policy.

<https://www.councilofnonprofits.org/tools-resources/document-retention-
policies-nonprofits>

<https://www.pbpatl.org/resources/document-retention-policies/>

#### Policy and Procedure Manual

A policies and procedures manual is a comprehensive text that details every
aspect of Affiliate Chapter policy, the procedures for following those
policies and the forms needed to complete each process. A policies and
procedures manual is a reference tool for affiliate chapter leaders.

How to write a Policy and Procedure Manual

[https://www.nonprofitexpert.com/sample-nonprofit-board-policies-and-
procedures/](https://www.nonprofitexpert.com/sample-nonprofit-board-policies-
and-procedures/)

National RID Policy and Procedure Manual

[https://rid.org/about/governance/](https://rid.org/about/governance/)

Examples of Affiliate Chapter Policy and Procedure Manuals

[https://www.scrid.org/PP](https://www.scrid.org/PP)

[https://president2244.wildapricot.org/Policies-and-
Procedures](https://president2244.wildapricot.org/Policies-and-Procedures)

#### How to Make the Most of a Virtual Conference

[https://www.chronicle.com/article/How-to-Make-the-Most-
of-a/249171](https://www.chronicle.com/article/How-to-Make-the-Most-
of-a/249171)

#### What is Robert's Rules of Order?

Robert‘s Rules is practically synonymous with parliamentary procedure, and for
good reason. Robert‘s Rules of Order sets out the parliamentary rules
organizations can adopt as a guide for establishing the conduct of the
organization and the management of its meetings.  
In a nutshell, Robert’s Rules make meetings meaningful. Those three words —
making meetings meaningful — so clearly describe the most immediate benefit to
learning and applying the principles of parliamentary procedure contained in
Robert’s Rules. Robert’s Rules provide guidance for most organizational
functions.  

[https://www.nhlta.org/ckfinder/userfiles/files/Roberts%20Rules%20of%20Order%20Simplified.pdf](https://www.nhlta.org/ckfinder/userfiles/files/Roberts%20Rules%20of%20Order%20Simplified.pdf)

[https://www.hachettebookgroup.com/landing-page/roberts-rules-of-
order/](https://www.hachettebookgroup.com/landing-page/roberts-rules-of-
order/)

[http://forsmallnonprofits.com/wp-
content/uploads/2018/05/RobertsRulesofOrderCheatSheet.pdf](http://forsmallnonprofits.com/wp-
content/uploads/2018/05/RobertsRulesofOrderCheatSheet.pdf)

#### What is a parliamentarian?

A parliamentarian is a consultant who advises the presiding officer and other
officers, committees, and members on matters of parliamentary procedure.
Parliamentarians are frequently used to assist with procedure during
conventions and board meetings. Such advisors often turn long, difficult
meetings into short, painless ones.

A professional parliamentarian can provide many additional useful services
outside of an annual convention, including:

  * Train officers and committee chairs 
  * Conduct parliamentary workshops for local presidents and members
  * Supervise credentials and elections
  * Preside over particularly contentious meetings
  * Provide formal parliamentary opinions
  * Create or revise bylaws
  * Advise on parliamentary tactics and strategy

#### AC Questionnaire

AC Questionnaire Results

<https://rid.org/wp-content/uploads/2023/08/The-Future-of-RID-Affiliate-
Chapters-Responses.pdf>


### [AC Strategic Recommendations](https://rid.org/wp-
content/uploads/2023/09/Revitalizing-Our-Network_RID-Affiliate-Chapter-
Strategic-Recommendations.pdf)

### Affiliate Chapters are essential to the success and growth of RID. In
order to support your work as an Affiliate Chapter leader, RID has created
links of vital information for your use. View the most recent additions,
browse by category or tag, or search for the specific information you are
looking for by clicking this link.

__

### President

It is important for the president of a nonprofit organization to be aware of
the responsibilities of that office. Learn about the responsibilities that can
help you become aware of the important responsibilities of a nonprofit
organization president.

AC President Information


### AC President Resources

## [**The role of the president in a non-profit
organization**](https://www.legalzoom.com/articles/what-are-the-duties-of-a-
nonprofit-president)

### It is important for the president of a nonprofit organization to be aware
of the responsibilities of that office. Learn about the responsibilities that
can help you become aware of the important responsibilities of a non-profit
organization president.

#### Liability Checklist

Omissions of the Board of Directors (“Board”) or Officers can still leave a
risk of liability to both the nonprofit and its individual Directors, or
Officers. Nonprofit Directors are passionate about causes and serving the
community, but they often lack the required knowledge to understand their
obligations under the law. Such Directors are doing a good deed by
volunteering to sit on the Board; but the consequences of inattention can
“punish” their otherwise “good deeds.”

[https://charitableallies.org/news/board-
liability/](https://charitableallies.org/news/board-liability/)

#### How to Run a Board Meeting Effectively

The problem in running non-profit board meetings is that despite their
importance, many people view board of director meetings as a drab and high
level mumbo jumbo. However, with some planning and foresight, you can make
these meetings more lively and engaging. Follow the steps below for a more
meaningful and productive meeting:

[https://nonprofithub.org/board-of-directors/7-tips-for-running-effective-
nonprofit-board-meetings/](https://nonprofithub.org/board-of-directors/7-tips-
for-running-effective-nonprofit-board-meetings/)

#### Reignite Your Nonprofit Board’s Passion with a Powerful Retreat

A board retreat is an unparalleled opportunity for progress. It can be a
powerful way to address head-on some of the more challenging issues facing a
board and the organization it governs. Here are some tips to ensure your
retreat is powerful, productive, and positive.

[https://www.nonprofitkinect.org/article/12322-reignite-your-nonprofit-
board’s-passion-with-a-powerful-
retreat](https://www.nonprofitkinect.org/article/12322-reignite-your-
nonprofit-board%E2%80%99s-passion-with-a-powerful-retreat)

#### Team Building

Most boards of directors of associations, clubs and nonprofits are composed of
individuals from different walks of life. They have joined the board because
they want to contribute in a meaningful way to their profession, industry or
society in general. Some folks are also looking for networking opportunities,
leadership experience, or simply for social interaction. Learn more about how
you can provide an effective team building event for your nonprofit board.

[https://www.wildapricot.com/articles/build-an-effective-nonprofit-
board](https://www.wildapricot.com/articles/build-an-effective-nonprofit-
board)

#### How to deal with conflict

For incoming leaders: How can you manage conflicts in the nonprofit workplace?
These three tips in the link below put conflict into perspective and offer
constructive responses for nonprofit leaders.

[https://www.globalgiving.org/learn/listicle/manage-conflicts-in-nonprofit-
workplace/](https://www.globalgiving.org/learn/listicle/manage-conflicts-in-
nonprofit-workplace/)

#### Running a Business Meeting following Parliamentary Procedure

All individuals attending the General Business meetings use the Parliamentary
Procedure. Member meetings are where members with voting rights may shape the
direction of the Organization, its priorities, and more. The videos below
explain basic parliamentary procedures to ensure an efficient, respectful, and
effective meeting of members and also provide examples of how the procedure
can be signed in ASL.

[https://aslta.org/parliamentarian-
transcript/](https://aslta.org/parliamentarian-transcript/)

#### What are the Affiliate Chapter’s Responsibilities?

Nonprofit board members have the legal responsibility to meet the duty of
care, the duty of loyalty, and the duty of obedience. Under well-established
principles of nonprofit corporation law, a board member must meet [certain
standards of conduct and attention in carrying out their
responsibilities](https://boardsource.org/product/legal-responsibilities-of-
nonprofit-boards-third-edition/) to the organization. Several states have
statutes adopting some variation of these duties that would be used in court
to determine whether a board member acted improperly. These standards are
usually described as the [duty of care, the duty of loyalty, and the duty of
obedience](https://boardsource.org/board-service-infographic/).

[https://boardsource.org/resources/board-responsibilities-structures-
faqs/](https://boardsource.org/resources/board-responsibilities-structures-
faqs/)


 __

### Vice President

Tradition holds that nonprofits create a vice president position so they’ll
have someone ready to step in should the president be unable to complete his
or her term – in the same way we have a vice president of the United States.
But your bylaws could just as easily mandate another officer to fill this
role.

AC Vice President Information


### AC Vice President Resources

## [**The role of the Vice
President**](http://www.ceffect.com/2011/02/23/three-things-your-vice-
president-could-do/)

### Tradition holds that nonprofits create a vice president position so
they’ll have someone ready to step in should the president be unable to
complete his or her term – in the same way we have a vice president of the
United States. But your bylaws could just as easily mandate another officer to
fill this role.

### So rather than taking a perfectly capable board member and only ask them
to hold their breath waiting for the president to expire, wouldn’t it be a
better use of the VP’s talents to have something worthwhile to do? Especially
if part of the process of choosing a VP is to groom that person for leading
the board?

#### Understanding Roles and Responsibilities of Nonprofit organizations
Board Members

Since the board of directors is responsible for the health and future of the
non-profit organization, they create governing and financial policies. They
hold regular meetings and vote on issues involving the organization.**  
**[ https://jjco.com/2017/09/22/understanding-nonprofit-board-roles-
responsibilities/](https://jjco.com/2017/09/22/understanding-nonprofit-board-
roles-responsibilities/)

#### Functions of the Board

Governance is an essential function of a nonprofit board. There are various
ways to govern as a board, depending on the board and organization’s
structure.

[https://nonprofitquarterly.org/reframing-
governance-2/](https://nonprofitquarterly.org/reframing-governance-2/)

#### Vice President's Roles and Responsibilities

The Vice-President plays a crucial role in the operations of the nonprofit
board. Some general responsibilities are listed in the following link:

<https://www.springly.org/en-us/blog/nonprofit-board-members-positions/>

#### The Importance of leaders and the Role of the Vice President of a Non
Profit Organization

For working boards, the Vice-President carries out important responsibilities
for the organization’s operations.

[https://careertrend.com/info-8303959-duties-vicepresident-nonprofit-
organization.html](https://careertrend.com/info-8303959-duties-vicepresident-
nonprofit-organization.html)


 __

### Treasurer

The board treasurer is a critical leadership role for an organization. By
reframing and taking a more expansive view of what the role entails, I hope
more new treasurers will enter the role with excitement instead of
intimidation and ultimately, that more people will want to volunteer for this
leadership opportunity.

AC Treasurer Information


### AC Treasurer Resources

## [**The Role of the Treasurer**](https://www.legalzoom.com/articles/what-
are-the-duties-of-a-nonprofit-president)

### The board treasurer is a critical leadership role for an organization. By
reframing and taking a more expansive view of what the role entails, I hope
more new treasurers will enter the role with excitement instead of
intimidation and ultimately, that more people will want to volunteer for this
leadership opportunity.

#### How to Find a CPA for Nonprofit Organizations

The CPA designation is one of the most widely recognized and highly trusted
professional designations in the business world. Stringent qualifications and
licensing requirements sets them apart from other business professionals. In
order to receive the CPA designation, individuals have to meet rigorous
academic, professional and ethical standards. In addition, after they receive
the designation, they are required to receive continuing professional
education to stay up to date on current standards and requirements.

[https://dwdcpa.com/blog/does-your-nonprofit-need-to-hire-a-
cpa](https://dwdcpa.com/blog/does-your-nonprofit-need-to-hire-a-cpa)

#### Financial Health of a Nonprofit

Many factors play into a nonprofit’s financial status, but some categories are
particularly indicative of underlying health and stability. Nonprofit leaders
who recognize the importance of the factors below and act upon our suggestions
to maximize them will be better positioned to withstand scrutiny from donors,
board members and other interested parties and chart a course for sustained
success.

[https://docs.google.com/document/d/1a76jF3VwCN_QGifICPUe8PcY25JhDaK6u3UiyhSaYcg/edit](https://docs.google.com/document/d/1a76jF3VwCN_QGifICPUe8PcY25JhDaK6u3UiyhSaYcg/edit)

#### Reimbursement Policy and Forms

These documents provide you with a starting point. We recommend you customize
them to meet the needs of your organization. Please consult an attorney before
adopting a policy that is legally binding.

[https://www.nhnonprofits.org/resource-center/sample-documents-and-
templates](https://www.nhnonprofits.org/resource-center/sample-documents-and-
templates)

#### Nonprofit Organizations Accounting Software

Nonprofit organizations have a unique set of accounting software needs. The
software needs to be able to accurately handle contributions from a variety of
sources and produce reports that make it easier to submit an [IRS Form
990](https://www.thebalancesmb.com/resources-for-filing-irs-form-990-3193105)
and other tax documents. Thankfully, some low-cost and free options are
available for nonprofits that don't have a lot of money to spend on
specialized accounting software. Here are five of the best options with
information.

[https://www.thebalancesmb.com/nonprofit-finance-
software-1294214](https://www.thebalancesmb.com/nonprofit-finance-
software-1294214)

These six nonprofit accounting software options were chosen based on their
features lists, usability ratings, and their overall reviews. They are all
cloud-based software. Many options in our fund accounting software directory
are made for general accounting, but the six that made it into this piece are
specifically made for nonprofit accounting.  
[https://blog.capterra.com/5-outstanding-nonprofit-accounting-software-
solutions-worth-paying-for/](https://blog.capterra.com/5-outstanding-
nonprofit-accounting-software-solutions-worth-paying-for/)

#### What is the Role of the Board Treasurer?

The board treasurer is a critical leadership role for an organization. By
reframing and taking a more expansive view of what the role entails, I hope
more new treasurers will enter the role with excitement instead of
intimidation and ultimately, that more people will want to volunteer for this
leadership opportunity.

[https://www.propelnonprofits.org/blog/role-of-board-
treasurer/](https://www.propelnonprofits.org/blog/role-of-board-treasurer/)

#### What Should You Do as the Treasurer?

As treasurer, you are responsible for safeguarding your organization's
finances. A large portion of this protection should already be built into the
organization's bylaws.

[https://www.growthforce.com/blog/you-just-became-a-nonprofits-treasurer-
heres-what-you-should-do](https://www.growthforce.com/blog/you-just-became-a-
nonprofits-treasurer-heres-what-you-should-do)

#### What Are the Duties of the Treasurer?

The treasurer will review the financial reports about the organization’s
budget constraints and spending habits. Financial reports also indicate the
financial health of the organization, regardless of the size of the budget.
It’s important that treasurers prepare financial reports that are clear,
accurate and timely, which helps to earn public trust in the organization.
More information about how to keep organized records can be found at:

[https://www.boardeffect.com/blog/duties-nonprofit-
treasurer/](https://www.boardeffect.com/blog/duties-nonprofit-treasurer/)

#### Tools and Resources for Nonprofits

The National Council of Nonprofits produces and curates tools, resources, and
samples for nonprofits. View the most recent additions, browse by category or
tag, or search for the specific information you are looking for below.

[https://www.councilofnonprofits.org/running-nonprofit/governance-
leadership/financial-literacy-nonprofit-
boards](https://www.councilofnonprofits.org/running-nonprofit/governance-
leadership/financial-literacy-nonprofit-boards)

[https://www.councilofnonprofits.org/tools-resources/board-roles-and-
responsibilities](https://www.councilofnonprofits.org/tools-resources/board-
roles-and-responsibilities)

#### Best Practices as a Nonprofit Board to File Your 990 Tax Form:

There are many reasons why your entire board of directors should review your
organization’s draft [IRS Form 990](https://www.irs.gov/pub/irs-pdf/f990.pdf)
before it is filed. Of course, the most important reason is to ensure its
accuracy. Most board members don’t have photographic memories and can’t recall
each precise financial detail of the last year, but when you review it, look
for the “story” in the numbers. Is the draft form consistent with your
recollection about the prior year? You’ll spot discrepancies, such as
categories on the draft Form reporting “zero” when you know there were
expenditures, or vice versa.

[https://www.councilofnonprofits.org/running-nonprofit/administration-and-
financial-management/federal-filing-requirements-
nonprofits](https://www.councilofnonprofits.org/running-
nonprofit/administration-and-financial-management/federal-filing-requirements-
nonprofits)

#### How Do I Find if an Affiliate Chapter Tax Exempt Status has Been
Revoked?

Organizations whose federal tax exempt status was automatically revoked for
not filing a Form 990-series return or notice for three consecutive years can
be found at the link below. Important note: Just because an organization
appears on this list, it does not mean the organization is currently revoked,
as they may have been reinstated.

[https://apps.irs.gov/app/eos/](https://apps.irs.gov/app/eos/)

#### State Compliance of a Nonprofit Organization

The guide at the link below provides a comprehensive look at what is required
for nonprofits to comply with their state’s laws.

[https://www.harborcompliance.com/information/nonprofit-compliance-
guide](https://www.harborcompliance.com/information/nonprofit-compliance-
guide)

#### Nonprofit Taxes

In general, exempt organizations are required to file [annual
returns](https://www.irs.gov/charities-non-profits/annual-exempt-organization-
returns-notices-and-schedules "Annual Exempt Organization Returns, Notices and
Schedules"), although there are [exceptions](https://www.irs.gov/charities-
non-profits/annual-exempt-organization-return-who-must-file "Annual Exempt
Organization Return Who Must File"). If an organization does not file a
required return or files [late](https://www.irs.gov/charities-non-
profits/annual-exempt-organization-return-due-date "Annual Exempt Organization
Return: Due Date"), the IRS may assess
[penalties](https://www.irs.gov/charities-non-profits/annual-exempt-
organization-return-penalties-for-failure-to-file "Annual Exempt Organization
Return: Penalties for Failure to File"). Read more here to make sure you're
following the appropriate legal steps!

<https://www.irs.gov/charities-non-profits/annual-filing-and-forms>


 __

### Secretary

In any organization, there’s someone whose job is to grab everything that
falls through the cracks. To keep everyone else on track. For a sports team,
it’s the Coach. In a restaurant, it’s the Head Chef. On a board of directors,
it’s not the Chair. Not even the Treasurer. While those are important roles,
they couldn’t do their jobs without the most key piece to the committee
puzzle: the Secretary.

AC Secretary Information


### AC Secretary Resources

## [**The Role of the Secretary**](https://www.legalzoom.com/articles/what-
are-the-duties-of-a-nonprofit-president)

### In any organization, there’s someone whose job is to grab everything that
falls through the cracks. To keep everyone else on track. For a sports team,
it’s the Coach. In a restaurant, it’s the Head Chef. On a board of directors,
it’s not the Chair. Not even the Treasurer. While those are important roles,
they couldn’t do their jobs without the most key piece to the committee
puzzle: the Secretary.

#### How to Write Board Meeting Minutes

Learn how to write board meeting minutes and what to include. The link below
provides examples of how to write minutes and a template that may help in
organizing your affiliate chapter meeting minutes:

[https://www.boardeffect.com/blog/best-practices-taking-nonprofit-board-
meeting-minutes/](https://www.boardeffect.com/blog/best-practices-taking-
nonprofit-board-meeting-minutes/)

#### Are Board Meeting Minutes Public?

As with many governance-related issues, there’s no fast and easy answer to the
question, “Are nonprofit board meetings public?” The honest answer is, “It
depends.”

[https://insights.diligent.com/boardroom-meeting-minutes/are-nonprofit-board-
meeting-minutes-public](https://insights.diligent.com/boardroom-meeting-
minutes/are-nonprofit-board-meeting-minutes-public)

#### How to Organize Documents for a Nonprofit Organization

Learn a quick summary of common recommendations regarding how to organize
documents for nonprofit organizations.

[https://christiesaas.com/filing](https://christiesaas.com/filing)

#### Find Out Your State’s Document Retention Policies for Nonprofit
Organizations

It is important to keep in mind that some states have state-specific sample
document retention policies and examples are available through the Council of
Nonprofits and are state specific.

[https://www.councilofnonprofits.org/find-your-state-
association](https://www.councilofnonprofits.org/find-your-state-association)

#### What Documents and Records are Important to Manage for a Nonprofit
Organization?

Records and Information Management is a tool used by managers to determine
which records to retain, and for how long, and which records to discard. It
also includes tools to improve access to current records such as document
management systems, standardized file plans, indexing, etc.

The discipline of Records and Information Management applies tests and
standards to an organization's records, determining their value both to the
group and to other potential users. Records managers survey and categorize
records by type and function. They evaluate each category to schedule records
for retention and disposal.

[https://library.webhost.uic.edu/libweb/DTIA.pdf](https://library.webhost.uic.edu/libweb/DTIA.pdf)

#### Where Does RID Keep the Archived RID Views?

RID keeps the Archived RID Views at the below link:

[https://drive.google.com/drive/u/0/folders/0B3DKvZMflFLdVFFDbmRSY2ZMVWM?resourcekey=0-0UZWHfzcIh7UNNzIbkPMCA](https://drive.google.com/drive/u/0/folders/0B3DKvZMflFLdVFFDbmRSY2ZMVWM?resourcekey=0-0UZWHfzcIh7UNNzIbkPMCA)

#### Where Does RID Keep an Archive of all of the Journal of
Interpretations (JOI’s)?

You can find the archives to RID's publication JOI below:

[https://rid.org/programs/membership/publications/](https://rid.org/programs/membership/publications/)


 __

### Governance

It is vital for the board of an affiliate chapter to understand the importance
of their roles and responsibilities. Below is a great resource to help each
member of the board understand their roles and responsibilities.

AC Governance Information


### AC Governance Resources

## [**Governance**](https://www.legalzoom.com/articles/what-are-the-duties-of-
a-nonprofit-president)

### It is vital for the board of an affiliate chapter to understand the
importance of their roles and responsibilities. Below is a great resource to
help each member of the board understand their roles and responsibilities.

#### The Fundamental Aspects of Nonprofit Board Service

The link below is a list of topics addressing the fundamental aspects of
nonprofit board service. Each link leads to a page with a short introduction
to the topic followed by an extensive list of downloadable resources, topic
papers, and publications that pertain to it. More resources, including
additional publications, webinars, and training, can be easily found. Just
click on the link and you will find support for you as a nonprofit board
member.

[https://boardsource.org/fundamental-topics-of-nonprofit-board-
service/](https://boardsource.org/fundamental-topics-of-nonprofit-board-
service/)

#### Finding the Right Board Members for Your Nonprofit

Finding the right board member for your nonprofit organization can be
challenging. The Council of Nonprofits has compiled resources and tips to help
you identify what makes a good board member.

[https://www.councilofnonprofits.org/tools-resources/finding-the-right-board-
members-your-nonprofit](https://www.councilofnonprofits.org/tools-
resources/finding-the-right-board-members-your-nonprofit)

#### What are Articles of Incorporation?

"Your nonprofit articles of incorporation is a legal document filed with the
secretary of state to create your nonprofit corporation. This process is
called incorporating. In some states, the articles of incorporation is called
a certificate of incorporation or corporate charter." - Harbor Compliance,
2023

[https://www.harborcompliance.com/information/nonprofit-articles-of-
incorporation](https://www.harborcompliance.com/information/nonprofit-
articles-of-incorporation)

#### Document Retention Policies for Nonprofits

Document retention policies are one of several good governance policies that
the IRS highlights on the IRS Form 990 by asking whether the filing nonprofit
has adopted a written record retention policy.

<https://cms-admin.bbb.org/storage/180/documents/BBB-Records-Retention-
Schedule.pdf>

<https://www.councilofnonprofits.org/tools-resources/document-retention-
policies-nonprofits>

<https://www.pbpatl.org/resources/document-retention-policies/>

#### How to Write Effective and Successful Emails

Don't come off as desperate or like a marketing company! Learn to create new,
fresh messages that make people want to open your emails. Nonprofit emails are
four times more likely to be opened than marketing emails. Send the right
message!

<https://www.classy.org/blog/nonprofit-email-marketing-9-examples/>

<https://www.keela.co/blog/say-hi-the-right-way-how-to-write-a-nonprofit-
welcome-email-with-examples#gref>

<https://www.forbes.com/sites/dailymuse/2013/11/19/an-editors-guide-to-
writing-ridiculously-good-emails/?sh=96f94455c550>

<https://www.thebalancesmb.com/samples-and-templates-for-nonprofit-
organizations-2502286>

#### Where Can I Find the National RID Articles of Incorporation?

You can find RID's Articles of Incorporation using the link below:

[https://drive.google.com/file/d/0B3DKvZMflFLdUlNsWnQxNUxrRDg/view](https://drive.google.com/file/d/0B3DKvZMflFLdUlNsWnQxNUxrRDg/view)

#### What is a Policy and Procedure Manual?

A Policy and Procedures Manual is a document compiled of policies and
procedures that the nonprofit organization needs to follow, to ensure its
compliance with local, state and federal laws, and for its success. Have a
central document that has all of the policies and procedures makes it easier
for those involved with the nonprofit to understand the requirements and to
comply.

[https://bizfluent.com/how-4422449-write-manual-non-profit-
organization.html](https://bizfluent.com/how-4422449-write-manual-non-profit-
organization.html)

#### Where Can I find RID’s Policy and Procedure Manual?

Find RID's PPM below:

[https://documentcloud.adobe.com/link/track?uri=urn%3Aaaid%3Ascds%3AUS%3Ab3960c21-80d7-4cbf-
bd2e-ecff344014be#pageNum=1](https://documentcloud.adobe.com/link/track?uri=urn%3Aaaid%3Ascds%3AUS%3Ab3960c21-80d7-4cbf-
bd2e-ecff344014be#pageNum=1)

#### What is the Importance of Bylaws?

Bylaws are essential for the board’s functions. They outline the governance
structure of the organization’s board of directors, and is often considered as
a legal document. For more information, please see the following link:

<https://www.legalnature.com/guides/corporate-bylaws-a-necessity-for-every-
successful-nonprofit>

#### Where Can I find a Copy of RID’s Bylaws?

RID's Bylaws PDF is below:  
[https://rid.org/wp-content/uploads/2023/04/Bylaws-revised-
April-2020.pdf](https://rid.org/wp-content/uploads/2023/04/Bylaws-revised-
April-2020.pdf)

#### How Affiliate Chapters Can Diversify Their Boards

Making real change in an affiliate chapter’s diversity — including in its
culture, and practices — is important, but many organizations don’t have a
clear model of success. Learn how Affiliate Chapters can have a clear plan to
create diversity.

[https://www.philanthropy.com/article/how-foundations-can-help-businesses-
diversify-their-work-forces](https://www.philanthropy.com/article/how-
foundations-can-help-businesses-diversify-their-work-forces)

#### Recruiting Volunteers for Your Affiliate Chapter

Volunteers often are key to a nonprofit organization’s success. But the
question arises: how do we recruit solid volunteers? What criteria should we
use to identify who would be a good fit for your organization?

[https://www.501commons.org/resources/tools-and-best-practices/volunteer-
management/recruitment-1](https://www.501commons.org/resources/tools-and-best-
practices/volunteer-management/recruitment-1)

#### Annual Reports

RID publishes an annual report for its members, outlining RID’S achievements
for the year as well as an annual financial report. You may find the national
RID’s annual reports at the link below. Additionally, you may wish to publish
your own annual report for your affiliate chapter members to see the business
of the organization.

[https://rid.org/about/governance/#guidingdocuments](https://rid.org/about/governance/#guidingdocuments)

#### Nonprofit Taxes

In general, exempt organizations are required to file [annual
returns](https://www.irs.gov/charities-non-profits/annual-exempt-organization-
returns-notices-and-schedules "Annual Exempt Organization Returns, Notices and
Schedules"), although there are [exceptions](https://www.irs.gov/charities-
non-profits/annual-exempt-organization-return-who-must-file "Annual Exempt
Organization Return Who Must File"). If an organization does not file a
required return or files [late](https://www.irs.gov/charities-non-
profits/annual-exempt-organization-return-due-date "Annual Exempt Organization
Return: Due Date"), the IRS may assess
[penalties](https://www.irs.gov/charities-non-profits/annual-exempt-
organization-return-penalties-for-failure-to-file "Annual Exempt Organization
Return: Penalties for Failure to File"). Read more here to make sure you're
following the appropriate legal steps!

<https://www.irs.gov/charities-non-profits/annual-filing-and-forms>


 __

### Webinars

Affiliate Chapter Leaders can enjoy a buffet of exclusive resources from the
RID AC Webinar series. The webinars will help AC leaders develop expertise and
knowledge to deliver excellence as an AC leader. Click here for more details!

AC Webinars Information


### AC Webinar Resources

## [**Affiliate Chapter Webinars**](http://www.education.rid.org)

### Thank you for your leadership and service to RID! Because RID appreciates
AC leaders, we are providing you, AC leaders, with webinars which you can
receive free CEU’s. Thus far, there are five webinars. Once you have
established your CEC login information, you will be able to watch the
webinars. See below for the webinars that are available to you!

**Webinar #1: The RID Affiliate Chapter Handbook: What’s It All About**

[https://education.rid.org/products/the-rid-affiliate-chapter-handbook-whats-
it-all-about](https://education.rid.org/products/the-rid-affiliate-chapter-
handbook-whats-it-all-about)

**Webinar #2: How to Run an RID Affiliate Chapter Without Running out of Gas**

[https://education.rid.org/products/how-to-run-an-rid-affiliate-chapter-
without-running-out-of-gas](https://education.rid.org/products/how-to-run-an-
rid-affiliate-chapter-without-running-out-of-gas)

**Webinar #3: How to Retain and Organize Affiliate Chapter Documents**

[https://education.rid.org/products/how-to-retain-organize-affiliate-chapter-
documents](https://education.rid.org/products/how-to-retain-organize-
affiliate-chapter-documents)

**Webinar #4: How Virginia RID Succeeded in Hosting a Virtual Conference**

<https://education.rid.org/products/how-virginia-rid-vrid-succeeded-in-
hosting-a-virtual-conference>

**Webinar #5: The Basics of Robert 's Rules of Order**

<https://education.rid.org/products/the-basics-of-roberts-rules-of-order-for-
rid-affiliate-chapters>


 __

 __

### Planning a Virtual Conference

Virtual events can vary widely, from a few attendees to a few thousand, and
from one session to weeks of activities. There is no one-size-fits-all
approach to conducting a virtual event. Included in this folder are resources
to help plan a successful virtual event.

Planning a Virtual Conference


### Planning a Virtual Conference

## [**Virtual Conference**](https://rid.org/wp-
content/uploads/2023/11/Complete-Guide-to-Virtual-Events.pdf)

### Virtual events can vary widely, from a few attendees to a few thousand,
and from one session to weeks of activities. There is no one-size-fits-all
approach to conducting a virtual event. Included in this folder are resources
to help plan a successful virtual event.

#### Complete Guide to Virtual Events

<https://www.wildapricot.com/blog/virtual-conference#>


 __

### Leadership Resources

Leadership resources are important because they help you gain the skills
necessary for guiding and inspiring others. Effective leaders often know how
to highlight the best qualities in the people around them using resources.

Leadership Resources


### Leadership Resources

## [**Leadership Resources**](https://rid.org/wp-content/uploads/2023/11/The-
Myth-of-the-Brilliant-Charismatic-Leader.pdf)

### Leadership resources are important because they help you gain the skills
necessary for guiding and inspiring others. Effective leaders often know how
to highlight the best qualities in the people around them using resources.

**How to be a Better Leader**

<https://www.gallup.com/cliftonstrengths/en/356072/how-to-be-better-
leader.aspx>


### Quick Links for Chapter Leaders and those interested in getting involved!

#### AC Documents

Affiliate Chapters are essential to the success and growth of RID. In order to
support your work as an Affiliate Chapter leader, RID has created links of
vital information for your use. View the most recent additions, browse by
category or tag, or search for the specific information you are looking for by
clicking this link.

#### **[Start a Chapter](https://rid.org/programs/membership/affiliate-
chapters/#startachapter)**

In this venture, you will have the support of the RID Board of Directors, RID
Headquarters and the members of the Affiliate Chapter Relations Committee.

#### **[Contact Our Affiliate Chapter
Liaison](mailto:affiliatechapters@rid.org)**

Our Affiliate Chapter Liaison is here to answer your questions, provide
resources and guidance, and collaborate with Chapter Leaders.

__
