MS Word – All Templates in a Word Doc Format
This Zip File includes a consolidated MS Word file with all templates included, as well as individual MS Word files of each template below:
- Plan Fiduciary Worksheet version 1
- Plan Fiduciary Worksheet version 2
- Investment Policy Statement Template
- Conflict of Interest Policy Template
- Trustee Appointment Letter Template
- Trustee Acceptance Letter Template
- Committee Meeting Minutes Template
- Committee Agenda Template
- Sample Committee Quarterly Topic Add-Ons
- Committee Meeting Planning Checklist
- Committee Meeting Planning Worksheet
- Committee Appointment Letter Template
- Committee Acceptance Letter Template
- Committee Resignation Letter Template
- Recommended Reading Form for Fiduciaries
- Code of Ethics Template
- Committee Charter (Bylaws) Template