Disclosure Kit

Conflict of Interest Disclosure Kit

The annual disclosure form your board actually needs, plus the tracker to manage it. Built for Canadian nonprofits under the CNCA.

Every nonprofit board is supposed to manage conflicts of interest. Most do it badly, or not at all, until it becomes a problem. This kit is the form your directors fill and sign each year, and the tracker your secretary uses to keep the whole board in one place. It is built around what the Canada Not-for-profit Corporations Act actually requires, and what boards consistently get wrong.

  • A 3-page fillable PDF: board guidance plus the annual disclosure form, fill and sign on screen
  • A board tracking spreadsheet (opens in Google Sheets or Excel) with live counts and a how-to tab
  • Plain-language guidance written by a practitioner, not a law firm

A look inside

Preview of the board guidance page from the Conflict of Interest Disclosure Kit
Board guidance
Preview of the annual conflict of interest disclosure form
Annual disclosure form