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Board Service Application for Nonprofit Partners

A Promise to Our Community

Through our giving programs, PIMCO, in tandem with our many nonprofit partners, seeks to effectively work toward solutions to some of the world’s greatest challenges. We also provide assistance to help nonprofits scale up and grow, including through our Board Placement Program. By way of our Board Placement Program, we identify and place talented PIMCO employees who are interested in dedicating their time and skills on nonprofit boards within the community.
 
A complete application includes the following information:
  • A copy of the organization’s budget for the current fiscal year
  • A list of the organization’s Board of Directors and their affiliations
  • A list of corporate and foundation donors to your organization

Please note: Organizations applying to our Board Placement Program must operate without illegal discrimination on the basis of race, religion, gender, gender orientation, sexual orientation, age, national origin or disability.

PIMCO will make every effort to seek a qualified representative to serve on your organization’s board of directors. Completion of this application does not guarantee placement of a PIMCO employee on your board. Placement of a PIMCO employee on your board does not imply or guarantee financial support from the company.

Questions? Please contact: PurposeatPIMCOStaff@pimco.com.
1.Which of the following best describes your nonprofit?
2.Basic Organizational Info
3.Please share the following information.
4.Briefly describe your organization, values, its mission impact and significant accomplishments.
5.Significant organization awards and/or recognition.
6.Please describe your organization’s leadership structure. Do you have a paid Executive Director? If yes, please provide an overview of the Executive Director’s background, responsibilities with the board of directors and length of employment. If no, please explain your leadership structure.
7.Is your organization currently involved in any legal action or have lawsuits pending against it for which the board may be held liable?
8.Does your organization conduct an annual audit each year? If yes, have there been any recent reportable or material findings? If no, please explain.
9.Has there been any reported fraud in your organization? If yes, please explain.
10.Please list your sources of revenue by percentage (total should equal 100%):
11.Please mark the following policies that your organization has in effect.
Yes
No
Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy
Employment Policies
Executive Review & Compensation Policy
IRS Form 990 Review Policy
Endowment and/or Investment Policy
Gift Acceptance Policy
12.Does your organization carry the following insurance policies? 
Yes
No
Directors and Officers Liability Policy
Employment Practices Liability Policy
Commercial Property Policy
General Liability Policy
Automobile Liability Policy
Workers Compensation Policy
Sexual Misconduct Policy (for youth-serving organizations)
13.How often does your board of directors meet per year? Do you have an annual board retreat?
14.Where does your board meet? Length/time of day of your board meetings?
15.Are board members expected to serve on committees as well? If yes, please list the committees, number required to participate on, and how often the committees meet.
16.Are board members expected to make a personal financial commitment to the organization? Please explain, and provide a gift range if required.
17.Are there other expectations of board members including attendance, event participation, etc.?
18.Are you seeking a board member with a particular level or years of professional experience, expertise and/or competencies? Please be specific.
19.Do you have a board of directors’ term limit policy? If so, what is the term, and is it renewable?
20.What is your onboarding process for new board members? Please explain.
21.What is the board’s role in strategic planning, fiduciary and governance oversight?
22.Additional comments or information.
Current Progress,
0 of 22 answered