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Legal, Compliance & Transparency
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Effective Nonprofits are created and maintained for the benefit of the public, and pursue that which is fair, equitable and just. An effective nonprofit not only meets the requirements of the law, but also follows ethical practices and is formed and maintained for the public benefit above all.
Professional Development and Learning:
Resource Topics On This Page:
1. Oregon Nonprofit Corporation Law (ORS65)
2. Starting A Nonprofit
3. Types of Nonprofits
4. State & Federal Resources
5. Bylaws
6. Conflict of Interest & Confidentiality
7. Document Retention
8. Ethics & Accountability
9. Fiscal Sponsorship
10. Mergers & Strategic Alliances
11. Nonprofit Insurance
12. Nonprofit Legal Service Providers
1. Oregon Nonprofit Corporation Law
- Oregon Nonprofit Corporation Law - Oregon DOJ
- ORS Chapter 65 Changes - What Oregon Public Benefit Nonprofits Need to Know - NAO & Partners (pdf)
- NAO Handout - Changes to the Oregon Nonprofit Corporation Act - Center for Nonprofit Law (pdf)
2. Starting a Nonprofit
- NAO Nonprofit Start-up Packet: How to Start a Nonprofit in Oregon - NAO
- The Oregon Nonprofit Corporation Handbook - Cindy Cumfer & Kay Sohl
- Nonprofit Formation Documents - Nolo
- Nonprofit Frequently Asked Questions - National Council of Nonprofits
- How do I Start a Nonprofit - Am I Ready? - GrantSpace
- Nonprofit Startup Guide - Harbor Compliance
- Choosing a Business Structure - Oregon.Gov
- FAQ About Nonprofit Legal and Compliance Issues - BoardSource
- Financial Projections for Startups: A How To Guide - CFO Selections
- Who Really Owns A Nonprofit - Foundation Group
Registered Agent
- Registered Agent for Oregon Nonprofit Corporations - Oregon Secretary of State
- Nonprofit Registered Agent - Harbor Compliance
- What Is A Registered Agent? What Address to Use? - Rational Unicorn Legal Services
3. Types of Nonprofits
- Types of 501(c) Organizations - Harbor Compliance
- Difference Between Nonprofit and Mutual Benefit Corporation - Legal Zoom
- Difference Between Nonprofit and For Profit - UpCounsel
- Difference Between Public Charity & Private Foundation - Cullinane Law Group
4. State & Federal Resources
- Nonprofit Registration & Services - Oregon Secretary of State
- Charitable Activities Section - Oregon Department of Justice
- Starting a Charity in Oregon - Oregon Department of Justice
- Statutes & Rules Governing Oregon Nonprofits - Oregon Department of Justice
- IRS Charities & Nonprofits Section - Internal Revenue Service
- IRS Compliance Guide for 501c3 Public Charities - Internal Revenue Service
- NTEE Core Codes Overview - National Center for Charitable Statistics
- Tax Resources for Charities & Nonprofits - BestAccountingSoftware
5. Bylaws
- Nonprofit Bylaws - Nolo
- Nonprofit Bylaws Template - Harbor Compliance
- Nonprofit Bylaws and Samples - GrantSpace
- Nonprofit Bylaws: The Do's and Don'ts - Foundation Group
- Diversity, Equity and Inclusion in Nonprofit Bylaws - Neo Law Group
- How to Amend Nonprofit Bylaws - Nolo
6. Conflict of Interest & Confidentiality
- Avoiding Conflict of Interest on a Nonprofit Board of Directors - Foundation Group
- Charity Conflicts of Interest: A Guide - Nonprofit Quarterly
- Conflicts of Interest - National Council of Nonprofits
- Conflict of Interest Policies: Disclosure, Monitoring & Enforcement - DC Bar Probono Center
- Conflict of Interest Policies: Not Just More Nonprofit Documents - Nonprofit Quarterly
- IRS Form 1023: Purpose of Conflict of Interest Policy - IRS
- Sample Conflict of Interest Policy - BoardEffect
- Sample Conflict of Interest Policy and Statement - Montana Nonprofits
- What is a nonprofit conflict of interest? How can a policy help? - Cullinane Law Group
Confidentiality
- Nonprofit Board Confidentiality Policy - BoardEffect
- Sample Confidentiality Agreement - National Council of Nonprofits
7. Document Retention
- Document Retention Policies for Nonprofits - National Council of Nonprofits
- Document Retention for US Nonprofits - MissionBox
8. Ethics and Accountability
- NAO Whistleblower Tip Sheet - NAO & Miller Nash Graham & Dunn
- Whistleblower Protections for Nonprofits - National Council of Nonprofits
- Ethics and Accountability for Nonprofits - National Council of Nonprofits
- Preventing/Investigating Fraud, Embezzlement & Charitable Asset Diversion - Venable LLP
- Public Disclosure Requirements for Nonprofits - National Council of Nonprofits
- Public Disclosure Requirements for Tax-Exempt Organizations - Alliance for Justice
- Public Disclosure Requirements for Tax-Exempt Organizations - IRS
9. Fiscal Sponsorship
- NAO Quick Guide to Fiscal Sponsorship in Oregon - NAO
- Fiscal Sponsorship Website - Greg Colvin
- 10 Questions Potential Projects Should Ask a Fiscal Sponsor - National Network of Fiscal Sponsors
- Guidelines for Comprehensive Fiscal Sponsorship - National Network of Fiscal Sponsors
- Fiscal Sponsorship: A Balanced Overview - Nonprofit Quarterly
10. Mergers & Strategic Alliances
- 5 Tips for Nonprofit Collaborations - National Council of Nonprofits
- A Board Member's Guide To Mergers - Compass Point
- Mergers As A Strategy For Success: Metropolitan Chicago Nonprofit Merger Research Project
- Mergers, Collaborations, and Strategic Alliances - National Council of Nonprofits
- Strategic Alliance and Restructuring Resource Library - The Power Of Possibility
- Success Factors In Nonprofit Mergers - Propel Nonprofits
- The Nonprofit Mergers Workbook - David La Piana
Public Interest Management Group
- Anatomy Of A Successful Merger
- Emerging Nonprofit Partnership Models
- Three Questions To Consider About Nonprofit Merger
11. Nonprofit Insurance
NAO offers a member benefit with trusted insurance partner Bliss Sequoia Insurance & Risk Advisors.
- Nonprofit Insurance Providers - NAO Business Affiliate Directory
- Liability and the Board - Nonprofit Risk Management Center
- Directors and Officers Liability Insurance: Why It's Worth the Cost - Nonprofit Quarterly
- Nonprofits and Liability Insurance - BoardEffect
- What Types of Insurance Should a Nonprofit Buy - Nolo
12. Nonprofit Legal Service Providers
- Nonprofit Attorney/Legal Services - NAO Business Affiliate Directory
To view an A-Z list of all P&P resources, go to: NAO Resources Index
Check out NAO's Directory of vetted consultants and service providers offering expertise in this specific resource category.
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