Nonprofit governance Checkup
Nonprofit organizations can get off course by allowing their governing documents to become stale and forgotten.
Let Clear Compass Legal ensure that your governance structure aligns with your operations and that you are on the right path to avoid potentially costly mistakes. Sarah can take care of the legal details so that you can stay focused on your mission.
Governing Document Review
The Nonprofit Governance Checkup includes a thorough review of the following documents for both legal and operational compliance:
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Articles of Incorporation
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Bylaws
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Conflict of Interest Policy
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Whistleblower Policy
An initial meeting will be scheduled to discuss current operational practices and identify areas of potential concern. After document review, a second meeting will be scheduled to answer questions about the edits provided and to ensure that the documents reflect the nonprofit's actual governing practices.
If governing practices have diverged from the document text, changes will be discussed to either match current practices to the document or adjust practices to make sure that they meet the legal requirements.
We will also engage on what other policies are in place and provide recommendations for missing governance documents, such as document retention or financial controls.
For nonprofits with paid staff, additional documents should be discussed and potentially reviewed, such as personnel policies, job descriptions, and employee handbooks.