NOT-FOR-PROFIT ORGANIZATIONS

Download the "Endowments in Support of Ministry" Document (PDF 69KB)

HELPING NOT-FOR-PROFIT ORGANIZATIONS ADDRESS OBLIGATIONS AND LIABILITIES

From the initial creation of your non-profit organization, Jon will provide the full array of services necessary to fund and carry out your mission. Jon is focused on enabling you to serve others and expand your ministry.

• Incorporation of entity
• Review of Architectural services agreements
• Employee handbooks
• Complex financing documentation
• Contracts for purchase of goods or services
• General contracting agreements
• Office and equipment leases

• Preparation or review of corporate policies regarding electronic communications, sexual harassment, records retention and gift acceptance
• Review of regulatory compliance
• Review of director and officer liability coverage

MAXIMIZING OPPORTUNITIES FOR NOT FOR PROFIT ORGANIZATIONS

• Assistance in gifts of real estate, appreciated stock, appreciated stock leveraged in a charitable life insurance policy, charitable remainder and charitable lead trusts
• Endowment drafting and implementation
• Creation of a Donor Advised Fund
• Providing gift-planning advice to the organization or directly to its supporters
• Encouraging gift reporting by donors
• Charitable gift planning and drafting of both current and deferred gifts

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