I. Background information

Organization Name

Executive Director Name (First Last)

Executive Director Email

Board Chair Name (First Last)

Board Chair Email

Key contact person to represent your organization and serve as liaison to Robin Hood for this partnership:

Executive DirectorBoard ChairSomeone else

Other Contact Name

Other Title

Other Contact Email

II. Understanding your Legal needs

1. How many years has your organization been operating?

2. Approximately how many employees does your organization have?

3. Do you operate only in New York?

YesNo

If you operate in other states, what are they?

4. Are you looking for on-going pro bono legal support or one-time project-based support?

Yes, On-going pro bono legal support AND one-time project-based support Yes, On-going pro bono legal support ONLY Yes, One-time project-based support ONLYNo, We are not looking for any legal support at the moment

5. If you said yes to Q4, please read over the following types of legal support and rank them from 1 (Most pressing) to 5 (Least pressing)

A. Corporate Governance and Board Training

-Draft or revise by-laws and other corporate documents

-Prepare conflicts of interest, records retention or whistleblower policies

-Legal responsibilities of nonprofit board members

Rank #

B. General Corporate and Operations

-Create and structure affiliate relationships

-Enter into contracts with external vendors or partnerships

-Prepare and negotiate fiscal sponsorship agreements

-Evaluate or undertake a nonprofit business venture

-Merge or enter a joint venture or strategic alliance

-Understanding annual reporting obligations

-Fundraising and financial compliance

-Standard operating procedures (for example, invoicing receivables)

Rank #

C. Taxation and Regulatory Compliance

-Comply with fundraising laws and regulations

-Understand federal lobbying limits and state and local reporting requirements

-Understand rules regarding partisan or political activity

-Comply with IRS financial reporting and other disclosure regulations

Rank #

D. Employment

-Advice on employment contracts, and management contracts

-Review or prepare employment contracts for management employees

-Develop volunteer policies and procedures

-Properly classify employees under wage and hours laws

-Review executive compensation and private benefit or related party transactions

Rank #

program materials

Rank #

Contact Information