Board Fiduciary Duties Checklist
Meet your duties of care, loyalty, and obedience and protect yourself and your nonprofit.
- 3 page PDF
- Fillable checklist
- Free, no signup
From the course Nonprofit Board Roles and Responsibilities · Lessons 1, 2 & 8
About this guide
Joining a nonprofit board means accepting legal responsibilities that courts take seriously. This free fillable checklist breaks down the three fiduciary duties every board member carries: the duty of care, the duty of loyalty, and the duty of obedience, with simple checks you can use to see where you stand.
It walks through handling a conflict of interest in three steps, the mission test for every decision, and the two layers of personal liability protection most board members have. It ends with governance review action steps, a personal notes section, and a fillable disclosure log.
What’s inside
Three duties checklists
Fillable checks for the duties of care, loyalty, and obedience.
The duties at a glance
What each fiduciary duty asks of you, in plain language.
Conflict of interest steps
Disclose, leave the discussion, and do not vote.
Liability protection
State volunteer laws, D&O insurance, and your best defense.
Governance action steps
Review your policies and bring gaps to the board chair.
Disclosure log
A fillable log of relationships, dates disclosed, and recusals.
Who it’s for
Document preview
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