This memorandum includes a sample gift acceptance policy for California tax-exempt organizations, as well as a discussion of the legal rationale and background for the policy and considerations for implementation. …

This memorandum includes a sample fundraising policy for California nonprofits to ensure that the solicitation of donations complies with relevant state and federal laws, as well as a discussion of …

This memorandum includes a sample document retention and destruction policy for tax-exempt organizations, as well as a discussion of the legal rationale and background for the policy and considerations for …

This memorandum includes a sample policy for tax-exempt organizations to ensure compliance with federal laws governing acceptance of conservation easements, as well as a discussion of the legal rationale and …

This memorandum includes a sample Conflict of Interest Policy for California nonprofit public benefit corporations exempt under section 501(c)(3) of the Internal Revenue Code, as well as a discussion of …

This memorandum includes a sample policy for the review and approval of compensation of nonprofit officers and executives, as well as a discussion of the legal rationale and background for …

This memorandum includes a sample policy creating a process for the preparation, review, and distribution of the Form 990, as well as a discussion of the legal rationale and background …