Board of directors list

What it is

A one-page list of your current board members, usually with each person's board role (chair, treasurer and so on), their work or community affiliation, and their term.

Why funders ask for it

Funders want to see that an active, independent board oversees the organization. IRS guidance says boards "should include independent members" and "should not be dominated by employees" or others who lack independence. The IRS also encourages boards to adopt a written conflict of interest policy and keep minutes of their meetings.

How to get it

1. List every current member, their board role, and their affiliation.
2. Mark anyone who is also paid staff.
3. Date the list, save it as a PDF, and add it to the client's Documents.

How long it takes and what it costs

Under an hour, and no cost. Update it whenever members change.

Common mistakes

• Including people whose terms have ended.
• Sharing home addresses or phone numbers. Affiliations are enough.
• A list that doesn't match the board shown on your latest Form 990.