Programs and results
What we aim to solve
Many nonprofits can't afford the price of a competent attorney well-versed in nonprofit issues, but leaving legal issues to simmer often causes larger, more expensive problems down the road. We aim to provide nonprofits with high-quality legal services and education at half of fair market value (or less!) so they can be free to pursue their missions.
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Legal Aid Representation for Nonprofit Orgs and their Stakeholders
Many nonprofit organizations are unable to afford excellent, experienced nonprofit legal services. Charitable Allies provides these services at greatly reduced (low bono) rates generally, and for free (pro bono) when the case/matter is in specific furtherance of the public interest and related to core issues of governance, tax-exemption and board liability. Our clients range the nonprofit spectrum, from entities working in the human services space to churches, from community centers to social service agencies, and from membership organization to social welfare entities, among many others. We assist with a wide variety of legal needs such as litigation, regulatory investigations, accreditation audits, tax exemption and governance.
Nonprofit Governance, Education & Training
Charitable Allies provides educational training to help clients understand and comply with the complex tax-exempt organization laws and sources of liability for nonprofits and their stakeholders. We often partner with other nonprofit service providers or conveners (such as community foundations, professional associations, and insurance providers) to present continuing education and professional development events on topics such as changes or developments in the law, individual liability, and labor-employment policies that affect the daily operations of every nonprofit. We also regularly contribute articles and other materials to publications directed at the nonprofit sector.
Fiscal Sponsorship
Charitable Allies provides fiscal sponsorship for clients, most of whom are awaiting recognition of tax exemption or who are operating a short-term and clearly-defined charitable program. The fiscal sponsorships are provided under an agreement with the client, and they are of limited duration.
Where we work
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Our results
How does this organization measure their results? It's a hard question but an important one.
Hours of legal assistance offered
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults
Related Program
Legal Aid Representation for Nonprofit Orgs and their Stakeholders
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Context Notes
Number of hours of legal services offers to nonprofits we serve.
Number of clients served
This metric is no longer tracked.Totals By Year
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Context Notes
This metric represents the number of unique clients served in the calendar year.
Goals & Strategy
Learn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
Charitable Allies' goals are to offer excellent legal services pro bono or for substantially less than fair market value to nonprofit organizations, assist nonprofits in developing and implementing sustainable practices, and increase knowledge and awareness among nonprofit leaders of responsibilities under the law. All of Charitable Allies' clients are tax-exempt organizations or directly associated with nonprofit organizations such as directors, members, donors, etc. Working with a diverse group of organizations offers the unique opportunity to develop and implement nonprofit governance and philanthropic best practices that apply to many aspects of the nonprofit sector from the foundations that grant money to the insurance providers for nonprofit organizations. Offering these services at such reasonable rates allows nonprofit clients to spend less time and money on legal work and more on their missions and purposes, serving the communities in which they operate. We aim to serve more than 1,000 nonprofits nationwide with affordable, competent legal services.
What are the organization's key strategies for making this happen?
To accomplish all of the goals outlined above, Charitable Allies employs a variety of strategies. First, we offer excellent, experienced legal services to tax-exempt organizations for reduced and sometimes free rates. Those services range from assisting with applying for tax exemption and improving methods of accounting for funds to improving bylaws and giving qualified advice on how to improve board governance and overall sustainability. We can also facilitate mergers and acquisitions, Human Resources representation, and nonprofit litigation as it pertains to funds, trusts, and bequests. We have worked to build relationships within our client base and outside to understand the needs of the nonprofit sector and readily provide them. Additionally, Charitable Allies works alongside leaders in philanthropy to develop and further best practices and methods of implementing positive change throughout the nonprofit sector. By understanding the many facets of how a nonprofit functions from its inception and onward, we facilitate in any way we can, always working to be proactive in making changes instead of reacting to circumstances. We also highly prioritize the use of technology in our approach to ensure that our team is free from repetitive mundane tasks so they can focus on providing the highest quality of service.
What are the organization's capabilities for doing this?
Charitable Allies provides services for over 900 nonprofit organizations nation-wide. Our staff includes seven attorneys well-versed in nonprofit law, as well as support staff to help make a nonprofit's experience with us as smooth as possible. As a tax-exempt organization itself, Charitable Allies is positioned to better serve its nonprofit clients by providing cost-effective legal and educational services as well as being well versed in the functions of a tax-exempt entity. We are not infrequently engaged by insurers of nonprofit organizations to assist as defense counsel in cases against nonprofit organizations. Several of our staff members also serve on the boards of other foundations and organizations, giving them a unique, inside perspective of the challenges nonprofits face each day.
What have they accomplished so far and what's next?
Charitable Allies has grown substantially in the past 3 years in our capacity to serve more nonprofit organizations. We've implemented more efficient processes and technology which enable us to serve a greater number of clients by eliminating time spent on clerical tasks. As our organization has grown, we've recruited talent with the skills and compassion to serve nonprofits well. As of 2021, we've served over 900 nonprofits nationwide since our inception.
Financials
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Operations
The people, governance practices, and partners that make the organization tick.
Connect with nonprofit leaders
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- Analyze a variety of pre-calculated financial metrics
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- Compare nonprofit financials to similar organizations
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Connect with nonprofit leaders
SubscribeBuild relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.
- Analyze a variety of pre-calculated financial metrics
- Access beautifully interactive analysis and comparison tools
- Compare nonprofit financials to similar organizations
Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.
Charitable Allies Inc.
Board of directorsas of 04/04/2022
Michael Nelson
Zachary Kester
Michael Nelson
Ted Batson
Ashley Gary
Tina Cloer
Melissa Coleman
Matt McIntyre
Tina Whittington
Barry Bostrom
Megan McGuire
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Sexual orientation
Disability
We do not display disability information for organizations with fewer than 15 staff.