Forming a California Nonprofit (Audio Only)

Production Date: January 13, 2017 Practice Areas: Business, Corporate, & Securities Law, Non-Profit, and Public Interest Law Estimated Length: 5691 minutes


$ 89 Business, Corporate, & Securities Law, Non-Profit, and Public Interest Law In Stock

This program examines the process of forming a California nonprofit entity, going through the legal considerations involved in each step in detail. We start with a discussion of some of the appropriate things to consider before beginning the formation process and then turn to the mechanics of formation, including drafting Articles of Incorporation, Bylaws, and a Conflict of Interest Policy. We also cover other legal considerations that apply to California nonprofits, including registration requirements at the state level.

Most nonprofits are required to separately seek recognition of tax-exemption at the state and federal levels, so we take a close look at the requirements for exemption and the application process, focusing primarily on 501(c)(3) organizations. Finally, we briefly touch on some alternatives to forming a California nonprofit that may be attractive in certain circumstances.

Throughout the session, Erin Bradrick, Senior Counsel at NEO Law Group, illustrates concepts through examples and provides information on how to access additional resources.

Learning Objectives:

  1. Articulate the factors that should be considered before forming a nonprofit
  2. Understand the step-by-step process for forming a nonprofit in California
  3. Learn the process for applying for federal and state tax-exemption
  4. Understand the basic legal rules and requirements that apply to California nonprofit 501(c)(3) organizations on an ongoing basis
Benjamin L.
Los Angeles, CA

This was excellent - well organized, informative with a good flow.

Erika L.
Washington, DC

very good

Dave D.
Danville, CA

very pleasant instructor with great knowledge

Erin H.
Temple Hills, MD

Chronological explanation of ateps to formation was easy to follow.

tszhai h.
Brentwood, CA

very good introduction. thank you so much

Stephen P.
Huntington Beach, CA

really liked this speaker

Sheri J.
Belvedere Tiburon, CA

this was excellent, covered huge ground and very useful

Michelle L.
San Francisco, CA

This was an excellent presentation!

Shaun S.
Maitland, FL

well laid out overview. very helpful

Gary P.
Placentia, CA

excellent and compact! Well-presented and documented.