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