Board Governance
Clarify board responsibilities, structure meetings and committees, assess board effectiveness, and define executive oversight.
The working library
Governance & Compliance
Run a healthy board, keep policies current, and stay in good standing with the IRS and state charity regulators.
6 skills
Matching skills
Bylaws & Policy
Draft and review bylaws and core governance policies covering conflicts, whistleblowing, records, gifts, and compensation.
C3/C4 Structure
Design paired 501(c)(3) and 501(c)(4) structures with lobbying rules, shared-cost controls, governance, and transaction records.
Charitable Registration
Manage state fundraising registrations, exemptions, filings, renewals, and requirements for professional fundraising partners.
Form 990
Prepare for Form 990 filings by choosing the right variant, assembling schedules, addressing governance, and tracking disclosure and deadlines.
Risk Management
Assess organizational risks, review insurance, plan continuity and crisis response, and strengthen program safeguarding.