When conflicts of interest go undisclosed, they lead to governance failures, failed audits, or even reputational crises.
“Conflicts that are not managed can result in significant penalties, called “intermediate sanctions,” assessed against the person who benefits as well as against the organization.” — The National Council of Nonprofits.
That’s why today’s boards, legal teams, and compliance officers need more than policies — they need a structured, secure, and audit-ready process for disclosure. This white paper provides a practical conflict of interest disclosure template, plus a sample-filled form and expert guidance on collecting, reviewing, and managing disclosures effectively.
Why do you need a compliant conflict of interest disclosure form?
Whether you’re governed by IRS Form 990, Sarbanes-Oxley, FINRA, or nonprofit law, your board must document disclosure of conflict of interest risks annually and during onboarding. However, many organizations still face challenges like:
- Outdated or inconsistent templates
- Poor version control or missing signatures
- Unclear instructions and incomplete disclosures
- Lack of an audit trail or documented recusal process
A standardized conflict of interest disclosure gives you a clear structure for collecting key details — from financial ties and family relationships to gifts and external board roles — in a format your board can complete with confidence.
What our whitepaper provides
This whitepaper provides the structure and clarity your board or executive team needs to stay ahead of disclosure requirements. Inside, you’ll find the following:
- An editable conflict of interest disclosure form template (.docx)
- A filled sample conflict of interest disclosure form (.pdf)
- A breakdown of what to include in each section — with a conflict of interest disclosure example for each category, including a no-conflict of interest disclosure statement example
- Guidelines on timing, review, and secure storage
- Best practices for onboarding, annual certifications, and mid-year updates
- Tips for issuing forms to staff or contractors using a board portal
Who benefits from our whitepaper?
We have created this resource for governance professionals responsible for disclosure compliance and risk management.
- Board secretaries and governance coordinators
- Legal and compliance teams
- Nonprofit executive directors and operations staff
- HR and procurement leads who use conflict-of-interest disclosure forms for employees
- Corporate secretaries managing disclosures in regulated industries
Whether you’re drafting your first form or improving your current process, this conflict of interest disclosure statement example helps reduce risk and simplify compliance.
Stop chasing down signatures and missing risks
Without a system, collecting disclosures becomes an administrative burden — and an audit risk. This guide helps you:
- Create and distribute secure, consistent templates
- Clarify expectations using real-world disclosure scenarios
- Record and review every conflict of interest disclosure statement sample securely
- Store documents with version control and access restrictions
- Maintain an audit trail and recusal log for defensible board decisions
Download your conflict of interest disclosure template now
Get your editable template, PDF sample, and practical governance guide — all in one resource. Equip your board or team with a compliant and easy-to-use template and keep your organization protected.