Non-profit advocacy

Want to Change the World? So do I. I am a strong advocate for social justice, and I have more than 20 years of experiencing giving legal advice to non-profit corporations, and defending the interests of the "little guy". Let me help you make an impact.

INITIAL INCORPORATION

  • Filing with Secretary of State
  • Explore Public Charity, Mutual Benefit or Social Welfare Organization Status
  • Coordinated Lawful Relationships Between Affiliated Organizations.
  • Pros and Cons of Private Foundations

    CORPORATE DOCUMENTS

  • Design, Write and Amend
  • Articles of Incorporation
  • Bylaws for Your Needs
  • Apply for Taxpayer ID (EIN)
  • Select Registered Agent

    APPLICATION FOR IRS DETERMINATION LETTERS

  • § 501(c)(3) Public Charities and Private Foundations
  • § 501(c)(4) and Other Tax Exempt Organizations
  • Strategies to Meet Public Support Tests

    PREPARATION OF IRS FORMS AND OTHER REPORTS

  • Preparation of Annual and One-Time Reports
  • Unrelated Business Income
  • Federal Form 900, 999, 990-PF
  • Lobbying expenditures
  • Oregon CT-12

    CORPORATE RECORDKEEPING

  • Organizational Meeting, Minutes, Minute Book, Resolutions

    ELECTION LAW ISSUES

  • Guidance on Expenditures and Reporting for Grass Roots campaigns, Lobbying and Voter Education Projects
  • Formation and Reporting for Federal "527" Organizations and State and Federal Political Action Committees

    EFFECTIVE MANAGEMENT

  • Board of Director Training
  • Fundraising Advice
  • Personnel Polices and Other Compliance Matters

    DONOR ADVICE

  • Advice on Tax Laws and IRS Regulations Applicable to Valuations of Donations of Cash or Appreciated Property
  • Develop Gifting Strategies to Meet Donor Needs