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Is Your Nonprofit Getting the Legal Support it Needs?

CLEO is conducting this survey to learn how nonprofits use some common legal documents and tools to support their mission. The results will help us identify needs and gaps – to identify where there are opportunities for nonprofits to use “the law” to support a mission. We will make the results public.
As well, the survey may help your nonprofit become aware of some areas where legal documents and tools may be available to you.
Length of survey: According to SurveyMonkey this should only take 12 minutes to complete, but it may take you a few minutes more.
Who should fill this out? This survey is best answered by one or more senior members of your organization, such as knowledgeable board members, executive directors, and those responsible for the administration of your nonprofit.
Anonymity: CLEO will keep the information you share anonymous, and will  remove any identifying information you include before sharing the results publicly. For clarity, your responses will not be tied to your identity or your organization, and will be not be used for any purpose other than as part of the compilation of survey results. At the end of the survey, you will have the option to click a link to share your email address, which will open a separate collector. Your email address will be collected and stored separately from your responses, with no way to link the two.

Question Title

* 1. Written contract for employees and contractors: Whether you call your workers employees or contractors, these questions ask about whether you have a written agreement.

  Yes No N/A (We don't have any staff) I don't know
Do you have a written agreement with every employee or contractor?
Are these agreements followed in practice?
In the last 12 months did you have cause to believe it would be good to have contracts in place or to improve your existing contracts?

Question Title

* 2. Written agreements with every volunteer: This includes board members.

  Yes No N/A (We don't need one) I don't know
Do you have a written agreement with volunteers?
Are these agreements followed in practice?
In the last 12 months did you have cause to believe it would be good to have agreements in place or improve your existing agreements?

Question Title

* 3. Harassment policy: This may deal with things like how to make a complaint and how complaints are investigated. It can apply to clients, volunteers, staff, and others.

  Yes No N/A (We don't need one) I don't know
Do you have a harassment policy?
Do you follow the policy in practice?
In the last 12 months did your nonprofit have cause to believe it would be good to have a policy in place or improve your existing policy?

Question Title

* 4. Privacy policy and procedures: This may be provided to your clients and explain how you will handle their personal information.

  Yes No N/A (We don't need one) I don't know
Do you have a privacy policy on your website?
Is this policy followed in practice?
In the last 12 months did your nonprofit have cause to believe it would be good to have a policy  in place or improve your existing policy?

Question Title

* 5. Complete minutes and financial records: This includes minutes for board and members meetings for every year of your organization and seven years of financial information.

  Yes No N/A (We don't need complete records) I don't know
Do you have complete minutes and financial records?
In the last 12 months did your nonprofit have cause to believe it would be good to have complete records in place or improve your existing records?

Question Title

* 6. Articles of incorporation/letters patent: This is the document the Government first sent you when you became incorporated and includes important information such as your organization’s purposes, official address, founders, and other provisions. The Government would have sent you an additional document if you’ve changed the articles or letters.

  Yes No N/A (We don't need one) I don't know
Do you have articles of incorporation/ letters patent?
Are these governing documents followed in practice?
In the last 12 months did your nonprofit have cause to believe it would be good to have governing documents in place or improve your existing governing documents?

Question Title

* 7. Bylaws/constitution: This contains your nonprofit’s governance rules such as who is a member, when and where members meetings happen, how voting works, etc.

  Yes No N/A (We don't need one) I don't know
Do you have a set of bylaws/constitution?
Are these governing documents followed in practice?
In the last 12 months did your nonprofit have cause to believe it would be good to have governing documents in place or improve your existing governing documents?

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* 8. Corporate status: Is your nonprofit incorporated? If you’re not sure, you can check by following the instructions on this page.

  Yes No N/A (We don't need to be) I don't know
Are you incorporated?
Do you follow the terms of your incorporation in practice?
In the last 12 months did your nonprofit have cause to believe it would have been good to have your title or to have been incorporated or to now become incorporated?

Question Title

* 9. Help accessing information to create or improve legal documents or tools
What kind of resources have you found helpful in the past or would find helpful in the future to access the legal supports listed below?

  Information from a website Templates Apps Training Free legal advice Paid legal advice N/A (did not need any assistance)
Written contract for employees and contractors
Agreements with volunteers
Harassment policy
Privacy policy
Complete minute books (board, board committee, member, and member committee meetings) and financial records
Articles of incorporation/letters patent
Bylaws/constitution
Corporate status

Question Title

* 10. Please share any thoughts you have on the legal tools your organization needs to pursue its mission more effectively.

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