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Templates & Sample Documents


NAMI Texas has created SOE-related templates and sample documents for use by Affiliates.  Templates are editable and may be customized according to the provided parameters and adopted by Affiliates; refer to the “Tips for Using Templates” document below for more information, along with a key to the highlighting code.  Sample documents provide a snapshot of what NAMI is looking for regarding particular documents.

For a complete listing of required documentation for SOE, please visit our Required Documentation page.


Using the Templates & Sample Documents

 

Tips for Using Templates

 

 

 

 

 


Templates for Affiliates


Bylaws

Bylaws Screenshot

 

 

 

 

 


Legal Review Letter for Bylaws
(may be used if above Bylaws template was customized within designated parameters)

Legal Review Letter Screenshot

 

 

 

 

 


Board Operating Policies & Procedures

Board P and P Screenshot

 

 

 

 

 


Code of Ethics

Code of Ethics Screenshot

 

 

 

 

 


Compensation Policy

Compensation Policy Screenshot

 

 

 

 

 


Confidentiality Policy

Confidentiality Policy Screenshot

 

 

 

 

 


Conflict of Interest Policy

Conflict of Interest Policy Screenshot

 

 

 

 

 


Diversity, Inclusion and Nondiscrimination Policy

Diversity Policy Screenshot

 

 

 

 

 


Document Retention Policy

Document Retention Policy Screenshot

 

 

 

 

 


Whistle Blower Policy

Whistle Blower Policy Screenshot

 

 

 

 

 


Board Meeting Minutes
(sample document also available)

Board Meeting Minutes Screenshot

 

 

 

 

 


Letterhead
(sample document also available)

Letterhead Template Screenshot

 

 

 

 

 


Brochure
(provided by NAMI)

Brochure Screenshot

 

 

 

 


Membership Form
(provided by NAMI)

Membership Application Screenshot

 

 

 

 

 


Sample Documents for Affiliates


Certificate of Incorporation

Cert of Incorp Screenshot

 

 

 

 

 


Proof of Registration as State Public Charity (Certificate of Fact)

Cert of Fact Screenshot

 

 

 

 

 


IRS Tax Determination Letter

IRS Screenshot

 

 

 

 

 


Mission Statement

Mission Statement Screenshot

 

 

 

 

 


Board of Directors

Board of Directors Sample Screenshot

 

 

 

 

 


Staff Contact List – With Staff

Staff Contact List Screenshot

 

 

 

 

 


Staff Contact List – No Staff

No Staff Screenshot

 

 

 

 

 


General Liability Insurance

General Liability Insurance Screenshot

 

 

 

 

 


Directors and Officers Insurance

D and O Insurance Screenshot

 

 

 

 

 


Board Meeting Minutes
(template also available)

Meeting Minutes Screenshot

 

 

 

 

 


Form 990N
(Note: Check IRS requirements to find out which version of Form 990 your Affiliate needs to submit)

Form 990N Screenshot

 

 

 

 

 


Logo

Logo Screenshot

 

 

 

 


Letterhead
(Template also available)

Letterhead Screenshot

 

 

 

 

 


Website URL and Screenshot

URL Screenshot

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