Services

Senior counsel at every stage of your nonprofit's life.

Whether you're sketching a mission on a napkin or preparing for a merger, my practice meets you where you are — with flat-fee pricing wherever possible.

Nonprofit Incorporation

Flat fee

California public benefit corporation formation including Articles of Incorporation, bespoke Bylaws, organizational minutes, EIN, and Statement of Information filings.

  • Articles of Incorporation
  • Custom Bylaws
  • Founding Board Minutes
  • EIN & State Registration

501(c)(3) Tax-Exempt Status

Flat fee

Full preparation and submission of IRS Form 1023 (or 1023-EZ when appropriate) plus California FTB Form 3500A, including narrative drafting and budget projections.

  • Form 1023 / 1023-EZ
  • FTB 3500A Filing
  • Mission Narrative
  • 3-Year Budget

Governance & Bylaws Review

Hourly

For existing organizations: bylaws modernization, conflict-of-interest policies, board compensation review, document retention, and whistleblower policies.

  • Bylaws Audit
  • Conflict-of-Interest Policy
  • Compensation Review
  • Board Training

Fiscal Sponsorship

Hourly

Structuring Model A and Model C fiscal sponsorship agreements — whether you're the sponsor, the project, or transitioning out of an existing arrangement.

  • Sponsorship Agreements
  • Transition Counsel
  • MOUs & Side Letters

Ongoing Nonprofit Counsel

Retainer

General counsel services for established nonprofits — contracts, employment questions, grant agreements, lobbying limits, and IRS Form 990 review.

  • Contract Review
  • Grant Agreements
  • Lobbying Compliance
  • 990 Review

Mergers & Dissolutions

Quoted

Nonprofit mergers, asset transfers, and orderly wind-downs in compliance with California Attorney General oversight requirements.

  • AG Notice & Approval
  • Asset Transfer
  • Final 990 & Filings