Nonprofits come in all shapes and sizes. The three packages below are designed to fit the legal needs of almost any non-profit. Please review them and find the one that you think makes the most sense for your organization. Let our experience help make your non-profit stronger, legally healthier and better organized.

If you are on the Board of a non-profit, please contact Leah to discuss what option might make the most sense for your organization.

Phone: (860)-561-0651

Nonprofit Legal Checklist Package

  • Comprehensive Review of All Your Organization’s Legal Documents and Legal Relationships
  • Detailed Report
  • Meeting with Your Board of Directors to Review Recommendations and Best Practices
  • Review of a variety of matters including:
    • Record Keeping and Retention
    • Tax Exempt Status
    • Organization and Governance
      • Officers and Directors
      • By-laws
      • Committees
      • Certificate of Incorporation
      • Minutes & Meetings
    • D&O Policy & Other Insurance
    • 990’s and Financial Statements
    • Contracts and Agreements
    • Federal And State Tax And Regulatory Matters
    • Policies & Procedures
    • Gifts, Fundraising and Endowments
    • Secretary of State Annual Reports
    • Charitable Solicitation Registration
    • Gifts and Endowments

Fee Agreement with Additional Provisions and Exclusions Required

Approximate Fee: $5,000 depending on the needs of the organization

Nonprofit Flat Fee Outside General Counsel Package

  • Experienced Nonprofit Counsel just a phone call away
  • Includes Corporate Secretary Services, Contract & Policy Review and Drafting, Board Meetings & Minutes, Unlimited Right to Call
  • Consultation on a variety of matters including:
    • Governance
    • Lobbying and Political Activities
    • Conflicts of Interest
    • Joint Ventures
    • Subsidiaries
    • Fundraising and Record Keeping
    • State compliance
    • Governance and Corporate Documents
    • Policies and Procedures
    • Fiduciary Duty
    • Employment Issue Spotting with Referral as Needed Up to 3 hours/month on other matters
    • Liaison with specialty counsel
    • Up to 3 hours/month for many other matters

Fee Agreement with Additional Provisions and Exclusions Required

Cost: 12-month Agreement Starting at $1,000 month