Running a nonprofit is hard enough—staying compliant shouldn’t be. Our Florida team advises boards and executive leaders on bylaws, policies, 501(c) rules, charitable solicitation registrations, and risk management so your mission stays protected and audit-ready. Book a quick assessment to spot gaps and prioritize fixes.
Florida boards trust us to keep governance clean and compliance current. We draft and refresh bylaws, set up committees, clarify officer powers, and install policies that regulators and donors expect—conflict-of-interest, whistleblower, document retention, and gift acceptance. We review 990s for narrative and risk, handle charitable solicitation registrations, and guide fundraising, sponsorships, and cause-marketing so campaigns stay compliant and on-brand. When people power your mission, we align volunteer, employee, and contractor practices with Florida and federal rules—plus D&O and indemnification language no one thinks about until it’s urgent. For growth moments—fiscal sponsorships, affiliations, or mergers—we structure deals that protect tax status and reputation.
Board Governance & Bylaws – structuring boards, amending bylaws, committees, officer roles, conflicts, quorums, voting.
Policies that Protect Your Mission – conflict-of-interest, whistleblower, document retention, gift acceptance, DEI statements.
IRS & State Compliance – Form 1023/1024 strategy, Form 990 reviews, unrelated business income (UBIT), charitable solicitation registrations (state AG), raffles/gaming.
Fundraising & Marketing – disclosures, restricted gifts, acknowledgments, sponsorships, cause-marketing, trademarks/brand use (cross-link to Trademark).
Employment & Volunteers – board/officer indemnification, D&O insurance coordination, wage/hour, volunteers vs. employees, independent contractor tests .
Strategic Transactions – fiscal sponsorships, affiliations, mergers, program spin-offs, joint ventures .
Rapid Governance Audit (2 weeks). You’ll get a document checklist, a gap report scored by risk, and a “fix-first” plan so leadership sees what matters now vs. next.
Policy Pack & Board Training. We tailor core policies and run a 60-minute workshop to align duties, conflicts, and votes.
We calendar renewals, prepare AG registrations, and create a one-page annual checklist for easy board oversight.
Your mission deserves counsel that understands more than one silo. Our Florida team spans corporate, employment, trademark, and commercial work—so your nonprofit gets one place for governance, people, fundraising, and brand.
Florida-based, multi-disciplinary counsel across corporate, employment, franchise, and trademark—useful for nonprofits with complex operations.
Clear pricing, fast turnarounds, and practical templates.
Yes. We handle entity setup, IRS exemption strategy (e.g., Form 1023 or 1024), and draft bylaws tailored to Florida law and your governance model. We also deliver essential policies and a board training to roll everything out smoothly.
Likely. Laws, fundraising channels, and board practices change. Our two-week audit flags gaps in bylaws, policies, 990 disclosures, charitable registrations, and employment practices, then prioritizes fixes with timelines and owners so boards can act quickly.
Yes. We review disclosures, acknowledgments, restricted gifts, raffles/gaming rules, sponsorship and cause-marketing agreements, and brand/trademark use to reduce regulatory and reputational risk. Cross-discipline support keeps legal, finance, and marketing aligned.

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