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Example Social Media Policy
Napa Legal Staff
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Issue Area
Big Tech
Corporate Governance
Employment
Lawsuit Prevention
Risk Management
Format
Template
Template
Social Media is both an opportunity and a threat for faith-based organizations. Nothing deters prospective program participants or donors from involvement with an organization like irresponsible social media use does. This example social media policy educates organizations on how to use social media to further their missions, rather than cause scandal or chaos, through effective and prudent social media usage.
Perspective
Insurance Options for Nonprofit Organizations
Jeanneane Maxon
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Issue Area
Lawsuit Prevention
Record Keeping
Risk Management
Starting a Nonprofit
Leadership
Format
Blog
Blog
While the first line of protection from liability is exercising best practices, holding adequate insurance is essential for any organization as a fail-safe when human error occurs.
Perspective
What Directors Need to Know About the Duty of Obedience
Christopher Wilkes
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Issue Area
Leadership
Lawsuit Prevention
Corporate Governance
501(c)(3) Status
Tax Compliance
Format
Blog
Blog
Compared to the more common fiduciary duties of care and loyalty, the duty of obedience to mission is often forgotten. Unlike directors in the for-profit sector who seek to maximize profit for shareholders, non-profit directors must consider their organizational purposes and mission statements when making decisions.
Perspective
Bylaws Module 1: Introduction
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Read this introduction to learn how bylaws are an indispensable tool for success, both in the demanding vocation of a nonprofit leader and in the fulfillment of the mission of your organization as a whole.
Perspective
Bylaws Module 2: Definitions
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Effective communication saves time, builds morale, and prevents disorder and disputes. Read this section to learn how the definitions section of the bylaws empowers you and your organization to communicate clearly and protect your organization legally.
Perspective
Bylaws Module 3: Notice
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Nonprofits need the support of an engaged board and the confidence that the board’s action will be valid and final. Read this section to learn how the notice section of the bylaws sets the stage for productive board and committee deliberations and protects your organization from confusion or challenges to board or committee actions and decisions.
Perspective
Bylaws Module 4: Committees
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Committees are a double-edged sword: they can responsibly and effectively respond to an organization’s need or they can create confusing and unnecessary bureaucracy. Read this section to make sure your organization can use committees to strength your organization and avoid common mistakes.
Perspective
Bylaws Module 5: Members
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
For a religious organization, protecting the mission and faith is paramount. This protection must be more than just an abstract principle; organizations must take practical steps to preserve their religious identity and charism. Read this section to learn how members can protect your mission and vision.
Perspective
Bylaws Module 6: Directors
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Your board of directors is a crucial strategic asset for your organization. Choosing directors and defining how the board will operate are two of the most important decisions your organization faces. Read this section to learn how to approach these choices effectively and successfully.
Perspective
Bylaws Module 7: Meetings
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Your organization’s future will be determined through decisions made at meetings of your leaders. Read this section to learn how your organization can set standards for meetings that will lead to the best outcomes for your mission, now and in the future.
Perspective
Bylaws Module 8: Indemnification
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Your volunteer directors and members give generously to their organization. Indemnification allows your organization to protect these key supporters by covering legal fees that might arise through their service. Read this section to ensure your organization is a good steward of your leaders’ time and service by setting up proper indemnification protections.
Perspective
Bylaws Module 9: Officers
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Officers execute on the organization’s strategy and mission. You need the right people serving in circumstances that will empower their success in pursuing the organization’s mission. Read this section to learn how to use the roles of officers successfully, through the establishment of appropriate qualifications, terms, and positions.
Perspective
Bylaws Module 10: Quorum and Manner of Acting
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Successful decision-making requires setting the stage for thorough deliberation and appropriate consensus on the most important decisions your organization will face. Read this section so you can establish standards of review and approval that increase your organization’s likelihood of success in the future.
Perspective
Bylaws Module 11: Elections and Terms
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Leaders are key to an organization, and, to support their success, you must establish effective election processes and terms of board, officer or other service. Handled wrongly, elections and terms can create or foster an unhealthy or unstable culture. Handled rightly, elections and terms enable growth, innovation, and stability. Read this section so your organization can establish election processes and term standards that embrace opportunities and avoid pitfalls.
Perspective
Bylaws Module 12: Records and Reports
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Tax-exempt nonprofits are overseen by both government and state regulators, as well, informally, by their donors, constituents, and the general public. Nonprofits must keep records of their key decisions and uses of funding in order to comply with the law and to honor the trust given them. Read this section to learn about the opportunity bylaws offer to make records and reporting an area of success for your organization.
Perspective
Bylaws Module 13: Statement of Faith
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Faith commitment is the defining characteristic of a faith-based nonprofit. Yet, often, faith-based nonprofits neglect to effectively articulate this commitment in their bylaws. This mistake can be devastating for the mission, the organizational culture, and the organization’s religious freedom. Don’t make the mistake of neglecting the statement of faith; learn how to ensure your bylaws align with and further your work.
Perspective
Bylaws Module 14: Conflicts of Interest
Napa Legal Staff
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Issue Area
Bylaws Project
Corporate Governance
Lawsuit Prevention
Record Keeping
Starting a Nonprofit
Format
Toolkit
Toolkit
Conflicts of interest can be fatal for a faith-based nonprofit. Your bylaws should: (1) communicate to your leaders, team, and the public that your organization takes conflicts of interest seriously; and (2) instruct your leaders on their obligation to establish, maintain, distribute, and enforce an appropriate conflict of interest policy. Read this module to learn how you can use your bylaws to strengthen your organization against threats in this critical area of risk.
Perspective
Impact Investing: Nonprofits and the Parable of the Talents
Linda A. Burrows
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Issue Area
501(c)(3) Status
Starting a Nonprofit
Corporate Governance
Tax Compliance
Format
Blog
Blog
The Parable of the Talents is often referenced when the topic of investing arises. The story aims to teach us that talents (our money, resources, tools, or gifts) are to be placed out in the world and put into action where they can benefit others, grow, and then come back multiplied. The principle applies to faith-based nonprofits, as well as individuals and for-profit businesses. When a faith-based organization finds itself with extra cash, the organization should consider whether investing these extra funds prudently would be in the organization’s best interest.
Perspective
The Big Tech Scorecard
Napa Legal Staff
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Issue Area
Big Tech
Religious Liberty
Religious Identity
Starting a Nonprofit
Risk Management
Format
Policy Report
Policy Report
Napa Legal analyzed the user agreements of over 50 major Big Tech platforms and found that 65% of them pose risks for religious freedom and free speech. This report sets forth our findings and how you can protect your organization and advocate for just policies. Read this report if you are: (1) a nonprofit or for-profit leader who values freedom of religion and free speech and relies on technology services to pursue your mission or conduct your business, (2) a policymaker seeking to understand how Big Tech treats religious freedom and free speech on their platforms, or (3) a supporter of freedom of speech and religion.
Perspective
Working Remotely
Lee Cotugno
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Issue Area
Starting a Nonprofit
Corporate Governance
Tax Compliance
Lawsuit Prevention
Employment
Format
Blog
Blog
One side-effect of COVID-19 has been the acceleration of remote working. Whether provided as an accommodation to a disability, or in response to a demand from (among others) Millennial employees, many companies and organizations will need to adapt to this new working environment. This adaptation includes providing for remote working in a way that is done fairly and avoids litigation.
Perspective
Compliance Alert: IRS Form 990 Filing Deadline Approaches
Napa Legal Staff
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Issue Area
501(c)(3) Status
Starting a Nonprofit
Corporate Governance
Tax Compliance
Format
Blog
Blog
Most organizations must file the Internal Revenue Service (“IRS”) Form 990 or request an extension by May 15. Many organizations also have state tax filings, charitable registration forms, corporate annual reports, or some combination of these due on the same date.
Perspective
Napa Legal Content: Where to Begin?
Napa Legal Staff
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Issue Area
Starting a Nonprofit
Format
Navigators
Navigators
Welcome to Napa Legal's Nonprofit Library! Not sure where to start? Let us help! If you are just starting out with your faith-based nonprofit, our resources can give you clarity and confidence about the key legal issues you might face, so you can work effectively with your attorney. If your faith-based nonprofit is already operating with sophistication, our resources provide important analysis on strategic questions related to legal and religious liberty developments and the concrete steps your organization should consider.
Perspective
Federal Rulemaking: What It Is and Why Your Organization's Participation Matters
Rachel N. Morrison and Maggie Beecher
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Issue Area
Religious Liberty
Healthcare
Lawsuit Prevention
K-12 Education
Risk Management
Format
Toolkit
Toolkit
Groups of federal employees called agencies make rules that often impact daily life for faith-based organizations. During the rulemaking process, the public is invited to review and provide comment on a proposed rule, including any questions and concerns. The attached question-and-answer document will help your organization participate in this important process to ensure that agencies understand and respond to the perspectives of faith-based organizations in their rulemaking.
Perspective
2022 Self-Assessments
Napa Legal Staff
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Issue Area
Religious Liberty
Religious Identity
Corporate Governance
Starting a Nonprofit
Employment
Format
Self-Assessment
Self-Assessment
Take stock of your nonprofit’s strengths and weaknesses with this easy-to-use checklist. Broad topics such as “how well does your organization live out its religious identity” and “how strong are our corporate governance practices” are broken down into actionable “yes” or “no” questions that help you assess your vulnerabilities and strengths. For each section, the assessment provides links to Napa Legal resources that will help your organization address your weaknesses and identify opportunities for growth.
Perspective
Religious Liberty Alert: Faith-Based Nonprofits and Forthcoming HHS Rules
Rachel N. Morrison and Maggie Beecher
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Issue Area
501(c)(3) Status
Starting a Nonprofit
Corporate Governance
Tax Compliance
Format
Blog
Blog
Perspective
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