{"id":431,"date":"2023-12-05T23:58:15","date_gmt":"2023-12-05T23:58:15","guid":{"rendered":"https:\/\/rationalunicorn.com\/compliance-and-legal-documents-your-nonprofit-needs\/"},"modified":"2023-12-05T23:58:15","modified_gmt":"2023-12-05T23:58:15","slug":"compliance-and-legal-documents-your-nonprofit-needs","status":"publish","type":"post","link":"https:\/\/rationalunicorn.com\/es\/compliance-and-legal-documents-your-nonprofit-needs\/","title":{"rendered":"Compliance and Legal Documents Your Nonprofit Needs"},"content":{"rendered":"

By: Attorney Michael Jonas<\/strong><\/p>\n

A friend who works with nonprofits recently asked me what questions their client should consider to know if they are in \u201cgood legal shape.\u201d I put together a list, and my team thought it would make a great blog topic. <\/p>\n

This list is not exhaustive, and every organization is unique. Think of this as a starting point for reflection and general information, not as legal advice.<\/p>\n

Questions to reflect on:<\/strong><\/p>\n

    \n
  1. \n

    Are your bylaws current and do they accurately reflect your purpose, programs, and committees?<\/p>\n<\/li>\n

  2. \n

    Are you up to date with grant reporting, and do you have systems in place to compile and format that data when needed?<\/p>\n<\/li>\n

  3. \n

    Do you have the right types of insurance (general liability, board errors and omissions, cyber, or others specific to your work)?<\/p>\n<\/li>\n

  4. \n

    Do you handle health or other private information? If so, do you have proper agreements in place (HIPAA forms, informed consent, confidentiality clauses in contracts or handbooks)?<\/p>\n<\/li>\n

  5. \n

    Do you have written contractor and employee agreements? Have you distributed the proper tax forms (W-9s for contractors, W-4s for employees)?<\/p>\n<\/li>\n

  6. \n

    Are you protecting your intellectual property? Have you filed copyrights, trademarks, or patents, and do you have licensing agreements or disclaimers for your materials?<\/p>\n<\/li>\n

  7. \n

    Do you have participation agreements for program participants and\/or liability waivers for volunteers?<\/p>\n<\/li>\n

  8. \n

    If you serve as a fiscal sponsor, do you have a written fiscal sponsorship agreement?<\/p>\n<\/li>\n

  9. \n

    Do you have legally binding contracts with vendors and community partners (beyond emails or MOUs)?<\/p>\n<\/li>\n

  10. \n

    Do you have sponsorship agreements that outline terms, liability, and marketing guidelines?<\/p>\n<\/li>\n

  11. \n

    Have you consulted not only with an attorney but also with a bookkeeper, accountant, financial planner, or other service providers who can help you?<\/p>\n<\/li>\n

  12. \n

    Are any of your documents or processes outdated?<\/p>\n<\/li>\n

  13. \n

    Are there other areas where you would benefit from professional advice?<\/p>\n

    \n

    If any of these questions raise concerns, it might be time to connect with professionals who can help. <\/p>\n

    If you\u2019d like to talk about your nonprofit and see what it might need to be in \u201cgood legal shape,\u201d contact us here<\/a>.<\/p>\n<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"

    By: Attorney Michael Jonas A friend who works with nonprofits recently asked me what questions their client should consider to know if they are in \u201cgood legal shape.\u201d I put together a list, and my team thought it would make a great blog topic. This list is not exhaustive, and every organization is unique. Think […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1],"tags":[],"class_list":["post-431","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nCompliance and Legal Documents Your Nonprofit Needs - Rational Unicorn Legal Services<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rationalunicorn.com\/es\/compliance-and-legal-documents-your-nonprofit-needs\/\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Compliance and Legal Documents Your Nonprofit Needs - Rational Unicorn Legal Services\" \/>\n<meta property=\"og:description\" content=\"By: Attorney Michael Jonas A friend who works with nonprofits recently asked me what questions their client should consider to know if they are in \u201cgood legal shape.\u201d I put together a list, and my team thought it would make a great blog topic. 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