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Expertise
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FRACTIONAL, INTERIM, AND OVERFLOW GENERAL COUNSEL SERVICESReview and negotiate contracts with vendors, consultants, and affiliates Advise on day-to-day legal matters affecting nonprofit operations such as grantmaking, internal and external communications, programmatic initiatives, lobbying, employment and volunteer matters, insurance, IT, and AI Build, scale, and manage pragmatic and effective legal and compliance functions Serve as an organization representative to third parties Act as an executive advisor to the CEO, leadership, and board of directors
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ENTITY FORMATION AND GOVERNANCEAdvise on selection and formation of entities Draft articles of Incorporation and bylaws Advise boards of directors Conduct board meetings and advise on governance practices Develop and implement policies and practices to safeguard tax-exempt status Provide guidance on fiduciary duties and conflict of interest policies
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TAX-EXEMPT STATUS AND COMPLIANCEPrepare and file IRS documentation for recognition of exemption Review annual returns (e.g., Form 990) and corporate reports Advise on operational compliance with IRS and other federal and state requirements
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LOBBYING, POLITICAL ACTIVITY, AND REGULATORY FILINGSPrepare lobbying registrations and activity reports Advise on compliance with federal, state, and local lobbying laws Review IRS and state agency filings Review public communications, advertisements, and advocacy materials for compliance
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AUDIT AND INVESTIGATION REPRESENTATIONRespond to audits and investigations by regulators Represent clients in administrative proceedings and enforcement matters
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FUNDRAISING AND CHARITABLE GIVINGAdvise on charitable solicitation compliance and donor disclosures Draft donor assurance letters and fundraising agreements Counsel high net worth individuals and family offices on giving strategies and regulatory and tax considerations
NextGen Philanthropy offers strategic legal counsel to new and growing advocacy organizations, public charities, and private foundations, as well as high-net-worth donors, focused on advancing policy and civic engagement while minimizing regulatory and tax exposure.
Operating through a fractional general counsel model, NextGen provides unparalleled responsiveness and consistency for clients without the expense and rigidity of traditional law firm relationships or the overhead of a full-time general counsel.
FAQ
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