Our Services

Formation & Business Entity

  • Choice of Entity, Corporate Structure

  • Articles of Incorporation / Certificate of Formation

  • Registration of Business Name

  • Registration of Out of State Business

  • Registered Agents

  • DBA, “Doing Business As” and Assumed Name Registration

  • Tax Identification Number (EIN)

  • State Tax Exemptions and Reporting

  • IRS Tax-Exemption 501(c)3 (Form 1023, 1023-EZ) and Reporting Compliance (990)

  • Subsidiaries and Joint Ventures

  • Mergers and Acquisitions

  • Dissolution of Entities

Governance, Leadership & Boards

  • Bylaws

  • Board Policies and Procedures Manual

    • Board Application, Selection, Training

    • Board Commitment Policy

    • Conflict of Interest Policy including Annual Disclosures

    • Confidentiality Policy

    • Code of Conduct and Discipline Policy

    • Gift Acceptance Policy

    • Whistleblower Policy

    • Record Retention Policy

    • Compensation Policy

    • Investment Policy

  • Board Meetings, Minutes, and Resolutions

  • Excess Benefit Transactions       

  • Executive Compensation

  • Religious Organization and Expression Policies

    • Statement of Faith and Belief

    • Statement of Character and Conduct

    • Christian Community Policy

Donors & Fundraising

  • Charitable Contributions and Gift Substantiation

  • Charitable Solicitation Registration (CSR) and Compliance

  • Gift Acceptance Policy

  • Donor Privacy and Cyber Security Issues

  • Donor Preference vs. Donor Restrictions (Gift Agreements)

  • Deputized Fundraising

  • Fiscal Sponsorships

  • Product and Program Based Fundraising

  • Qualified Sponsorships

  • Monetization (Alternative Income Sources)

  • Unrelated Business Income

Employment Practices

  • Employment Policies and Handbooks

  • Employment Contracts

  • Housing Allowance

  • Employee v Independent Contractor Classification

  • Title VII and Religious Liberty Issues

    • Ministerial Exception

    • Religious Organization Exception

  • Employee Claims and Employer Liability

  • Termination

Risk Management

  • Comprehensive Insurance Coverage

  • Program Policies and Procedures

  • Admin and Accounting Policies

  • Facilities Policies and Procedures

    • Use Agreements

    • Security

    • Weather

  • Children and Youth

    • Abuse Prevention Training

    • Mandatory Reporting

    • Response and Investigation Plan

    • Release and Waivers

    • Vaccination and Wellness

  • Volunteers and Program Participant Waivers

  • Missions

    • Ministry Partner Programs

    • Grants to Missionaries and Ministry Partners

    • Deputized Fundraising

    • Fundraising for other nonprofits

    • International Activities and Funds Transfer Compliance

  • Counseling  and Conflicts Resolution

    • Counseling Policies

    • Counseling Agreements

    • Crisis Management

    • Lawsuit Response

    • Christian Reconciliation

    • Church Discipline

Intellectual Property

  • Website Management and Policies

  • Social Media

  • Trademarks and Copyrights

  • Work-For-Hire Agreements

  • License Agreements

“Steve served as in-house legal counsel for Hope Media Group while I was the Chief Operating Officer. Steve has a servant heart. He cared deeply for our mission and cares deeply about making a difference. He worked hard to ensure the best possible outcome.”

— Elaine Welcome