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Services for Organizations & Clients


We work with a written legal services agreement

Included in the fixed-fee agreement:

All legal fees

All filing fees

Drafting of articles of incorporation; bylaws; IRS tax-exempt application; Unified Registration Statement

Drafting of policies for organizational meeting of board of directors

Attendance at organizational meeting; drafting of agenda and minutes of meeting

Filing all required documents

Social Enterprises & Existing Organizations

Using a Private Foundation to Maintain Control of Your Giving - Avoid "Donor Advised Funds"

Merger, Consolidation, Dissolution

Financing strategy development

Activity management planning & implementation

Operational best practices, reporting, measurement, & results development

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