Re-Affiliation Required Documentation

Below you will find the overview guide of the required documents for re-affiliation. Items are grouped into categories and are listed in the order in which NAMI Wisconsin recommends completing them. Please note: You can proceed in any order that best meets the needs of your affiliate.

As you complete these documents, you will need to upload each item independently to the Profile Center. This will require you to assign both a title and a category (from a drop down menu) to each submission. In order to simplify the process, we have titled each item with the category that will correspond to the categories listed in the Profile Center.

Thank you for your dedication to this process. If you find yourself in need of further assistance, please contact Kyira Hauer, NAMI Wisconsin Associate Director, at 608-268-6000.

Required Documentation Guide

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Affiliate Specific →

Incorporation – Articles of Incorporation
Incorporation – Certificate of Incorporation
Bylaws – Current
Bylaws – Legal Review Letter
Public Policy Platform/Legislative Agenda/Policy Statement

Affiliate Specific Requirements [Detailed]

Board of Directors & Staff →

Board – Minutes
Board – Board of Directors List & Contact Information
Staff Directory and Contact Information

Board of Directors & Staff Requirements [Detailed]

Policies →

Policies – Board Operating Policies & Procedures
Policies – Code of Ethics
Policies – Compensation Policy
Policies – Conflict of Interest Policy
Policies – Document Retention Policy
Policies – Diversity, Inclusion & Non-Discrimination Policy
Policies – Whistleblower Policy

Policies Requirements [Detailed]

Insurance →

Insurance – Directors & Officers Insurance Policy Summary Page
Insurance – General Liability Insurance Policy Summary Page

Insurance Requirements [Detailed]

Financial →

Fund Raising – Proof of Registration as a State Public Charity
IRS 501(c)(3) Tax Exempt Determination Letter
IRS 990
Financial Audit/Review

Financial Requirements [Detailed]

Marketing & Stylization →

Logo/Marketing Materials
Brochure (File under Logo/Marketing Materials)
Bylaws – Current
Website URL & Screen Capture

Marketing & Stylization Requirements [Detailed]

Programs & Membership →

Programs – NAMI Signature Programs
Programs – Other Programs – Materials, Promotion
Programs – Current
Bylaws – Application – Print & Electronic

Programs & Membership Requirements [Detailed]

Endorsement →

Endorsement – Letter from NAMI State Organizations/NAMI Affiliates Verifying Relationship and Insurance Coverage

Endorsement Requirements [Detailed]