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
Templates for Affiliates
Legal Review Letter for Bylaws
(may be used if above Bylaws template was customized within designated parameters)
Board Operating Policies & Procedures
Diversity, Inclusion and Nondiscrimination 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
Proof of Registration as State Public Charity (Certificate of Fact)
Staff Contact List – With Staff
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)
Letterhead
(Template also available)