Resource Library

This comprehensive checklist identifies information for the due diligence process in connection with a proposed transaction between two parties. The entity responsible for producing requested documents should not have to create new documents. Production requests may seem duplicative; however, this is intentional in an effort to capture all relevant materials.

This is a sample model release of information of minor consent form.

This is a model charitable contribution acknowledgement letter to be sent to a donor.

A sample decision chart to consult when dealing with joint ventures and collaborative decision making.

Sample gift acceptance policy for a nonprofit organization.

A chart that outlines Organizational Options for Specific/Isolated Events and the advantages and disadvantages to consider.