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

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

Board Operating Policies & Procedures

Code of Ethics

Compensation Policy

Confidentiality Policy

Conflict of Interest Policy

Diversity, Inclusion and Nondiscrimination Policy

Document Retention Policy

Whistle Blower Policy

Board Meeting Minutes
(sample document also available)

Letterhead
(sample document also available)

Brochure
(provided by NAMI)

Membership Form
(provided by NAMI)

Budget Template
(Provided by NAMI)

Sample Documents for Affiliates

Certificate of Incorporation

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

IRS Tax Determination Letter

Mission Statement

Board of Directors

Staff Contact List – With Staff

Staff Contact List – No Staff

General Liability Insurance

Directors and Officers Insurance

Board Meeting Minutes
(template also available)

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

Logo

Letterhead
(Template also available)

Website URL and Screenshot