Nonprofit legal-AI skills in 🇺🇸 United States

14 legal AI skills for nonprofit in United States.

Annual Report for State Charity Bureau

Apache-2.0United StatesNonprofit

Drafts filing-ready Annual Reports for State Charity Bureaus with certified financials, governance disclosures, and required attachments. Extracts organizational, financial, and programmatic data from uploaded documents, researches state-specific filing requirements, and produces a penalty-of-perjury-certified report. Use when drafting charity bureau annual reports, nonprofit compliance filings, charitable solicitation renewals, or state charity registration renewals.

Annual Report for State Charity Bureau

Apache-2.0United StatesNonprofit

Generates a cross-referenced U.S. nonprofit annual filing package for state charity-bureau registration. Produces Full Compliance Package, Form-Field Mode, or Executive Briefing with source citations, disclosure cross-checks, and filing instructions. Trigger when the user drafts annual report submissions, renewal packets, penalty-of-perjury certifications, or charity bureau filings. Also trigger on Form RRF-1, CHAR500, BCO-10, nonprofit annual report, charity registration renewal, or fundraiser disclosure attachments.

Charitable Solicitation Registration

Apache-2.0United StatesNonprofit

Prepares jurisdiction-specific charitable solicitation registration packages for U.S. nonprofits. Covers multi-state nexus analysis, exemption eligibility, URS filing strategy, financial disclosures, and professional fundraiser documentation. Use when a nonprofit plans fundraising campaigns, online donation drives, direct mail, telephone solicitation, or any cross-state charitable solicitation.

Design Nonprofit Board Governance

MITUnited StatesNonprofit

Use when establishing or evaluating a nonprofit organization's board governance — applying the specific fiduciary duties (care, loyalty, obedience to mission) and structural practices distinct from for-profit corporate governance, since a nonprofit board answers to its mission and the public interest rather than to shareholders, rather than applying a for-profit governance template unchanged.

Donation Agreement

Apache-2.0United StatesNonprofit

Drafts a U.S. Donation Agreement governing charitable transfers of cash, property, or securities from a donor to a 501(c)(3) nonprofit. Enforces IRC § 170 tax compliance, IRS substantiation thresholds, restricted/unrestricted use terms, and cy pres fallback. Use when documenting charitable gifts, restricted endowments, naming-rights donations, or conditional pledges requiring formal memorialization.

Endowment Policy Statement

Apache-2.0United StatesNonprofit

Drafts a Board-ready Endowment Fund Investment and Spending Policy Statement for 501(c)(3) nonprofits, covering UPMIFA compliance, asset allocation, spending methodology, underwater fund treatment, and fiduciary roles. Use when creating or updating endowment governance policies, institutional fund stewardship documents, or board-adoption investment and spending guidelines.

Fiscal Sponsorship Agreement

Apache-2.0United StatesNonprofit

Drafts a Fiscal Sponsorship Agreement between a 501(c)(3) sponsor and an unincorporated or non-exempt project. Enforces IRS compliance via sponsor control, variance power, separate accounting, and donor substantiation under IRC § 170. Use when forming fiscal sponsorship arrangements, onboarding sponsored projects, or drafting charitable project funding agreements.

Grant Agreement

Apache-2.0United StatesNonprofit

Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant award letters, corporate giving agreements, nonprofit funding agreements, or foundation grant contracts.

IRS Form 1023 — 501(c)(3) Exemption Application

Apache-2.0United StatesNonprofit

Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.

IRS Form 1023 Application

Apache-2.0United StatesNonprofit

Drafts IRS Form 1023 (Application for Recognition of Exemption) packages for 501(c)(3) applicants. Use when preparing Form 1023 filings, nonprofit tax-exempt applications, or 501(c)(3) submissions. Triggers: "Form 1023", "501(c)(3)", "tax-exempt status", "recognition of exemption".

Nonprofit Compliance Summary

Apache-2.0United StatesNonprofit

Generates a structured regulatory compliance summary for U.S. 501(c)(3) nonprofit organizations covering federal tax-exempt status, multi-state charitable registration, and governance. Use when conducting compliance audits, preparing for IRS or state AG examinations, onboarding to a nonprofit matter, or producing board-level compliance reports.

Professional Fundraiser Contract Compliance Check

Apache-2.0United StatesNonprofit

Audits professional solicitor, fundraising counsel, and commercial co-venturer contracts for state charitable solicitation compliance. Classifies relationships, verifies vendor registration, extracts compensation and custody-of-funds terms, checks state-mandated clauses, and produces disclosure narratives, gap logs, and evidence packages. Use when reviewing fundraiser agreements, onboarding fundraising vendors, preparing state charity filings (CHAR007, CT-2CF, Schedule G), or auditing charitable solicitation compliance.

State Charity Bureau Annual Report

Apache-2.0United StatesNonprofit

Drafts U.S. state charity bureau annual report packages for nonprofit charitable solicitation compliance. Use when preparing a state charitable solicitation annual report or renewal, charity bureau financial report, AG annual report (e.g., Form RRF-1), or when converting a filing into form-field answers or an executive compliance briefing.

State Charity Filing Threshold Research

Apache-2.0United StatesNonprofit

Researches state-specific charitable solicitation filing requirements keyed to gross revenue, producing a citation-backed state-by-state compliance matrix of audit thresholds, financial-statement tiers, filing fees, and due dates. Use when building charity compliance matrices, researching nonprofit filing thresholds, charitable solicitation registration renewals, comparing state audit requirements for 501(c)(3) organizations, or when the user mentions audit threshold, review threshold, compilation requirement, charity filing deadline, or multi-state nonprofit compliance.