Nonprofit, Social Enterprise and Foundation

Here’s a short list of the services we provide to nonprofits, public benefit corporations, and other social enterprises:


  • Assist with writing a statement of purpose, mission statement and description of program activities
  • Advise founders on selecting board of directors and determining structural board issues
  • Prepare and file IRS Exemption Applications (IRS Forms 1023 and 1024)
  • Serve as representative before the IRS with any inquiries
  • Assist with structuring fiscal sponsorship arrangements
  • Mergers of nonprofits
  • Merger-ready assessments
  • Due diligence on potential affiliations and acquisitions
  • For-profit to nonprofit conversions
  • Due diligence on potential affiliations and acquisitions
  • For-profit to nonprofit conversions
  • Formation of sister entities and subsidiaries (LLCs and others)
  • Evaluation and simplification of corporate structures
  • Visual mapping of corporate infrastructure
  • Governance guidance
  • Affiliation agreements
  • New venture structures
  • Impact investing
  • Joint venture agreements
  • Dissolutions