Providing Dedicated, Experienced
and Affordable Legal Services to
Nonprofit Organizations

Services

NONPROFIT FORMATION

  • Nonprofit Articles of Incorporation
  • Public benefit corporations, Internal Revenue Code (IRC) section 501(c)(3)
  • Churches, temples, and other religious corporations under IRC 501(c)(3)
  • Social welfare organizations and civic leagues under IRC 501(c)(4)
  • Labor and agricultural organizations under IRC 501(c)(5)
  • Business leagues under IRC 501(c)(6)
  • Social and recreational clubs under IRC 501(c)(7)
  • Support organizations for other nonprofits under IRC 509(a)(3)
  • Foundations – including family and other private foundations
  • Bylaws and corporate minutes
  • Business organization consulting
  • Financial structure consulting
  • Corporations, including Benefit and Social Purpose Corporations for nonprofits’, Social Enterprises and other ventures
  • Limited liability companies (LLCs) including Operating Agreements; limited
    partnerships; and general partnerships

TAX EXEMPTIONS

  • Preparation of IRS tax exemption applications, including follow-up assistance with IRS if required
  • Assistance with required three-year budget
  • California FTB exempt status filings
  • California Attorney General Registry of Charities filings
  • Conflicts of Interest Policies
  • Other recommended governance policies, including whistleblower, document retention, and privacy

OPERATIONS

  • Contract preparation and review
  • Institutional, governmental and private loan applications and agreements
  • Real estate purchases, sales, refinancing and leases
  • Inter-organization memorandums of understandings (MOUs)
  • Income, State franchise, and property tax consulting
  • Insurance assistance
  • Regulatory compliance audits, consulting and representation
  • Corporate mergers and acquisitions
  • Consulting on good governance and directors’ and officers’ responsibilities and liabilities
  • Avoiding private inurement and UBIT
  • Serving as General Counsel
  • Scholarship programs
  • Foreign operations and grants
  • Raffle and casino nights restrictions and registration assistance
  • Unrelated business tax counsel
  • Cause related marketing counsel
  • Conflict of interest/self-dealing issues
  • Intra-organizational disputes and agreements with members and directors
  • Purpose related investments and loans (PRI) counsel and documentation
  • Private placements and crowd funding (with associated specialty council)
  • Bylaws review
  • Name and purpose amendments
  • Service as General Counsel
  • Nonprofit Dissolutions
  • Reliable referrals in the areas of employment law and Labor Commissioner, insurance coverage and disputes, business litigation, patent and copyright law, tax controversies, lease litigation, environment law, and others