Non-Profit Organizations

      Our firm offers the following services in this area:

       1. Legal and Compliance Services:

        Formation and Incorporation:

• Assisting with the legal formation and incorporation of non-profit entities, including drafting and filing articles of incorporation.
• Advising on the appropriate legal structure (e.g., trust, association, foundation) based on the organization’s goals and activities.

        Tax-Exempt Status:

•  Guiding through the process of obtaining tax-exempt status under Section 501(c)(3) or other relevant sections of the Internal Revenue Code (IRC).
•  Handling applications for state and local tax exemptions.

       Regulatory Compliance:

•  Ensuring compliance with federal, state, and local laws, including annual filings and reporting requirements.
• Advising on governance practices to meet legal standards and regulatory expectations.

       Contract and Agreement Drafting:

•  Drafting, reviewing, and negotiating contracts, including funding agreements, service contracts, and memoranda of understanding (MOUs).
•  Assisting with grant agreements and donor documentation.

        Employment Law Compliance:

•  Advising on employment practices, including hiring, termination, benefits, and workplace policies.
•  Ensuring compliance with labor laws and regulations.

       2. Financial Management and Accounting Services:

       Bookkeeping and Accounting:

•  Providing bookkeeping services tailored to non-profits, including tracking donations, grants, and expenditures.
• Preparing and maintaining accurate financial records.

       Budgeting and Financial Planning:

•  Assisting with budget preparation and financial forecasting to align with strategic goals.
• Advising on cash flow management and financial sustainability.

       Audit and Assurance:

•  Conducting financial audits and reviews to ensure transparency and accountability.
•  Providing assurance services for compliance with grant and funding requirements.

        Internal Controls and Risk Management:

•  Assessing and improving internal control systems to prevent fraud and ensure efficient operations.
•  Advising on risk management practices and insurance needs.

       3. Tax Services:

       Tax Preparation and Filing:

•  Preparing and filing federal, state, and local tax returns, including IRS Form 990 and related schedules.
•  Handling sales tax, property tax, and unrelated business income tax (UBIT) filings.

       Tax Planning and Strategy:

•  Advising on tax-efficient strategies for fundraising, operations, and investments.
•  Assisting with the structuring of charitable gifts and endowments.

      Tax Compliance and Representation:

•  Ensuring ongoing compliance with tax regulations and reporting requirements.
• Representing organizations in tax audits and disputes with tax authorities.

      4. Fundraising and Development Services:

       Fundraising Strategy and Planning:

•  Developing comprehensive fundraising strategies, including capital campaigns, annual appeals, and planned giving programs.
•  Advising on donor engagement and stewardship practices.

       Grant Writing and Management:

•  Providing grant writing services to secure funding from foundations, corporations, and government agencies.
•  Managing grant compliance and reporting requirements.

       Major Gifts and Capital Campaigns:

• Assisting with major gift solicitations and capital campaign planning.
• Advising on donor recognition and campaign communication strategies.

      Online Fundraising and Crowdfunding:

• Developing online fundraising strategies and managing crowdfunding campaigns.
• Advising on digital engagement and social media fundraising techniques.

       5. Governance and Board Development:

       Board Training and Development:

•  Providing training programs for board members on governance roles, responsibilities, and best practices.
•  Facilitating board retreats and strategic planning sessions.

        Governance Policies and Procedures:

•  Assisting with the development of governance policies, including conflict of interest policies, bylaws, and board charters.
•  Advising on the establishment of committees and governance structures.

       Board Recruitment and Evaluation:

•  Advising on board recruitment, diversity, and succession planning.
•  Conducting board performance evaluations and assessments.

       6. Strategic Planning and Organizational Development:

       Mission and Vision Development:

•  Facilitating the development and refinement of mission and vision statements.
• Assisting with strategic goal setting and alignment with organizational values.

      Strategic Planning Services:

•  Leading strategic planning processes to define long-term objectives and action plans.
•  Advising on implementation and monitoring of strategic plans.

      Organizational Assessment and Capacity Building:

•  Conducting organizational assessments to identify strengths, weaknesses, and opportunities for growth.
• Providing capacity-building services to enhance operational efficiency and program effectiveness.

       7. Human Resources and Talent Management:

      HR Policy Development:

•  Developing and implementing HR policies and procedures, including employee handbooks and code of conduct.
•  Advising on volunteer management and policies.

      Recruitment and Staffing:

•  Assisting with recruitment, hiring, and onboarding processes for staff and volunteers.
•  Advising on compensation and benefits structures.

       Performance Management and Training:

•  Developing performance management systems and conducting staff training programs.
•  Providing leadership development and succession planning services.

      Conflict Resolution and Mediation:

•  Offering conflict resolution and mediation services to address workplace disputes and enhance organizational harmony.

       8. Marketing and Communications:

       Branding and Messaging:

• Developing branding strategies and creating compelling messages that align with the organization’s mission.
•  Advising on logo design, visual identity, and brand guidelines.

       Public Relations and Media Relations:

•  Managing public relations efforts, including media outreach and crisis communication.
•  Assisting with the development of press releases, media kits, and newsletters.

        Digital Marketing and Social Media:

•  Developing digital marketing strategies to enhance online presence and engagement.
•  Managing social media campaigns and content creation.

       Community Outreach and Engagement:

•  Advising on community outreach initiatives and partnership development.
• Facilitating stakeholder engagement and feedback processes.

      9. Technology and Information Systems:

      IT Strategy and Planning:

•  Developing IT strategies that align with organizational goals and enhance operational efficiency.
•  Advising on technology investments and infrastructure development.

      Software and Systems Implementation:

•  Assisting with the selection and implementation of software systems, including donor management, CRM, and financial software.
•  Providing training and support for technology adoption and use.

      Cybersecurity and Data Protection:

• Advising on cybersecurity practices and data protection policies.
•  Assisting with compliance with data privacy regulations and standards.

       Website Development and Maintenance:

•  Developing and maintaining websites to support online engagement and fundraising.
•  Advising on website content, design, and user experience.

       10. Program Evaluation and Impact Measurement:

       Program Design and Implementation:

•  Assisting with the design and implementation of programs and services to achieve organizational goals.
• Advising on best practices and innovative approaches in program delivery.

       Monitoring and Evaluation:

•  Developing monitoring and evaluation frameworks to assess program effectiveness and impact.
•  Conducting program evaluations and providing recommendations for improvement.

        Impact Reporting and Communication:

•  Advising on the development of impact reports and communicating results to stakeholders.
•  Assisting with the use of data and metrics to demonstrate program success.

       11. Advocacy and Policy Services:

      Advocacy Strategy Development:

•  Developing advocacy strategies to influence public policy and advance organizational missions.
•  Advising on stakeholder engagement and coalition-building.

       Legislative and Regulatory Monitoring:

•  Monitoring legislative and regulatory developments that impact the non-profit sector.
•  Advising on compliance with lobbying and advocacy regulations.

       Public Policy Research and Analysis:

•  Conducting research and analysis on public policy issues relevant to the organization’s mission.
•  Providing policy briefs and advocacy materials to support campaigns.

       Grassroots Campaigns:

•  Assisting with the planning and execution of grassroots advocacy campaigns.
•  Advising on mobilizing supporters and building community alliances.

       12. International and Cross-Border Services:

       Global Operations and Compliance:

• Advising on legal and regulatory compliance for non-profits operating internationally.
•  Assisting with cross-border fundraising and grant management.

        International Partnerships and Collaboration:

•  Facilitating partnerships with international organizations and networks.
•  Advising on cross-cultural communication and collaboration.

       Global Program Development:

•  Assisting with the development and implementation of global programs and initiatives.
•  Advising on international project management and logistics.

       Expatriate and International Staffing:

•  Advising on expatriate staffing and compliance with international employment laws.
•  Assisting with visa and immigration processes for international staff and volunteers.