Details.
An organizational legal assessment that identifies risks and operational gaps for nonprofits, foundations, and associations. Includes reviewing formation articles, board minutes and governing documents, checking federal tax compliance and 501(c) status, assessing conflicts of interest and relationships, reviewing risk management and insurance coverage, and advising on fundraising law, gift planning, charitable solicitations, and social investing. The page advises conducting a checkup every few years or during changes in organizational direction or leadership.