Our strategic and operational guidance allows you to focus on fulfilling your mission. We are available to to consult with officers and boards of non-profit organizations to facilitate strategic planning sessions, director trainings, and to help structure fundraising campaigns.
Our Nonprofit Formation & Governance Services include:
- Formation of nonprofit corporations and charitable trusts.
- Preparation and review of governance documents. (nonprofit bylaws, governance policies, etc.)
- Consultation on the legal duties of boards, including fiduciary and ethical obligations.
- Advice on best practices for board members, including conflicts of interest and financial controls.
Additional services we provide are:
- Contracts and leases
- Gift acceptance policies
- Complex charitable gifts
- Articles of incorporation and bylaws
- Board resolutions and governance matters
- For-profit and not-for-profit subsidiaries
- Fundraising regulations
- Avoidance of unrelated business income tax (UBIT)
- Self-dealing, excess benefit, and private benefit transactions
- Compliance with tax reporting requirements