Nonprofit Legal Services

Amy offers a focused range of legal services designed specifically for Connecticut’s nonprofit sector. Whether you’re just getting started or managing an established organization, Amy will help you build a strong legal foundation and stay in compliance year after year.

How Amy Charges

Amy offers flat-fee arrangements for common projects (formation, 1023 applications, bylaw reviews) and hourly billing for ongoing advisory work at $350/hour. Amy will always be upfront about fees before you begin so there are no surprises.

Nonprofit Formation and IRS Tax-Exempt Status

Charitable Solicitation & Fundraising Law

Governance, Bylaws & Board Policy

Contracts & Vendor Agreements

Annual Compliance & State Registration

Pro Bono Work

Nonprofit Formation & IRS Tax-Exempt Status

Starting a nonprofit is exciting—but the formation process involves a series of important legal steps. Amy guides new organizations through:

  • Choosing the right entity type and structure

  • Drafting a Certificate of Incorporation and initial bylaws

  • Filing with the Connecticut Secretary of State

  • Obtaining an EIN number

  • Preparing and filing IRS Form 1023 or 1023-EZ for 501(c)(3) recognition

  • Obtaining Connecticut state tax-exempt status

Governance, Bylaws & Board Policy

Strong governance is the backbone of a well-run nonprofit. Amy works with boards and leadership teams to:

  • Review and update bylaws to reflect current law and best practices

  • Draft or revise board policies (conflicts of interest, whistleblower, document retention, gift acceptance)

  • Advise on fiduciary duties and board member responsibilities

  • Conduct board training sessions on governance and legal compliance

  • Assist with officer transitions, board restructuring, and bylaw amendments

Annual Compliance & State Registration

Staying compliant is an ongoing responsibility. I help organizations:

  • Prepare and file Connecticut’s Annual Report with the Secretary of State’s office

  • Register and renew charitable solicitation registrations in Connecticut and other states

  • Review IRS Form 990 for legal and compliance issues before filing

  • Advise on public support tests and private foundation rules

  • Respond to inquiries from the IRS or Connecticut’s Secretary of State office

Charitable Solicitation & Fundraising Law

Fundraising is mission-critical—and legally regulated. Amy helps nonprofits:

  • Understand Connecticut’s charitable solicitation registration requirements

  • Review professional fundraiser and fundraising counsel agreements

  • Ensure donor disclosures and gift acknowledgment letters are compliant

  • Navigate quid pro quo contribution rules and substantiation requirements

  • Advise on online fundraising and multi-state registration

Contracts & Vendor Agreements

Nonprofits enter contracts every day. Amy reviews, drafts, and negotiates:

  • Service agreements and independent contractor contracts

  • Grant agreements and grant-making terms

  • Fiscal sponsorship agreements

  • Memoranda of Understanding (MOUs) with partner organizations

  • Lease and real property agreements

Pro Bono Work

Seeking asylum is a complex and often overwhelming legal process. Amy provides pro bono legal assistance to help asylum seekers prepare their applications and navigate key stages of the process. Amy assists clients with:

  • Preparing and completing Form I-589 (Application for Asylum and for Withholding of Removal)

  • Drafting detailed personal narrative statements to support asylum claims

  • Organizing supporting documentation and evidence for immigration filings

  • Assisting with research and preparation for Habeas Corpus petition litigation

  • Providing compassionate guidance throughout the asylum application process