Ongoing Governance & Compliance Support
Ongoing Governance & Compliance Support
Nonprofit compliance does not end at formation. The firm offers structured monthly governance programs to help organizations remain aligned, compliant, and proactive.
Tier 1 - Governance Essentials (Monthly)
Ideal for newly formed or early-stage nonprofits that need steady compliance guidance and a consistent legal touchpoint without deep ongoing involvement.
Starting at $1,100/month | 6-month minimum commitment
Note: Government filing fees (Secretary of State, IRS, CA AG)
are billed separately and are the client's responsibility.
Includes:
Monthly governance support via advisory communication
Quarterly governance review meeting
Annual governance summary
Annual compliance checklist
Annual meeting preparation template
Designed for nonprofits requiring foundational oversight without strategic restructuring.
Tier 2 - Advanced Governance & Compliance
Ideal for established nonprofits with active programming, multiple compliance obligations, and governance documents that require regular review and updates.
Starting at $2,500/month | 6-month minimum commitment
Note: Government filing fees (Secretary of State, IRS, CA AG)
are billed separately and are the client's responsibility.
Includes:
Monthly governance meeting
Monthly compliance reminders
Governance document review (limited scope)
Quarterly governance roadmap
Annual governance audit report
Annual filing governance review (990, RRF-1, CT-1 governance review only)
Designed for nonprofits requiring deeper oversight and structured governance planning.
Tier 3 - Premier Governance Concierge
Ideal for athlete-, celebrity-, and entertainer-led foundations and high-visibility organizations requiring concierge-level governance oversight and active board support.
Starting at $5,000/month | 12-month minimum commitment
Note: Government filing fees (Secretary of State, IRS, CA AG)
are billed separately and are the client's responsibility.
Includes:
Monthly governance session
Quarterly governance briefing
Annual governance oversight report
Annual board meeting packet
Limited board meeting attendance
Governance-level review of IRS Form 990 (as prepared by tax professional)
This service provides structured governance guidance and does not include crisis management, litigation, or transactional work.
