FAQ: How It Works The nonprofit organization that I work with is located outside of Maryland and the District of Columbia. Can I still purchase a G3 Policy Package through you? Yes. However, nonprofits located outside of Maryland and the District of Columbia can purchase the G3 Policy Package, as sample forms and for informational purposes only, and for this reason, the G3 Policy Package does not constitute, and should not be treated as, legal or other professional advice. Further, by purchasing this product, the nonprofit understands that each G3 Policy Package was not prepared in accordance with the laws and rules of their applicable jurisdiction. Thus, it is essential that the purchasing nonprofit engage a local attorney to, based upon local law, be responsible for the form and content of the finalized policies and properly implement them. However, it is anticipated that a local attorney will only need to identify the unique characteristics under local law, if any, and may not need to spend significant time reviewing, finalizing, and implementing the policies, unless the nonprofit desires significant changes to any applicable form. Are there any restrictions on the use of a G3 Policy Package? Yes. Please feel free to use all component parts of the G3 Policy Package for the sole benefit of the purchasing nonprofit in any way you see fit; however, there is one significant restriction to your use. Each G3 Policy Package is copyrighted and contains proprietary information, and the purchasing nonprofit agrees not to use, copy, reproduce, or distribute any component part of a G3 Policy Package for any other nonprofit organization, or for any other purpose whatsoever. This restriction equally applies to the purchasing nonprofit's directors, trustees, officers, employees, volunteers, consultants and agents, including but not limited to, its local attorney retained by such nonprofit organization. Registration 1. Why do I need to register? To help safeguard all confidential client information, we must require you to register and login to enter the safe and secure online portal. You may then purchase the G3 Policy Package that you desire and view and complete the Online Nonprofit Governance Questionnaire. 2. How do I register? Simply click the "Click for Pricing" button under the desired G3 Policy Package(s) on the G3 Policy Package Tab on this website. Then you will be prompted to register if you are a new purchaser. Registration requires your name, telephone, e-mail address, mailing address, and for you to create a private username and password. 3. What if I forgot my password? Not a problem. Click the "Forgot Username/Password?" link at the top right corner of the online portal login on the home page, and we will email the username and password to the email you used while registering. 4. How do I change my password? When logged in to the safe and secure client portal click on "My Account" in the top menu bar and verify all of your contact information is correct. Under the "Update" button, you will see a blue "Click here" to change your password link, then you will be prompted to enter your old password and a new password to change it. How do I complete a G3 Policy Package online? There is an easy to follow 4-Step Process. How are the G3 Policy Packages created? Your documents are created with the help of our intelligent document automation technology, which asks you a series of easy-to-answer questions that tailor themselves to your circumstances. Each question is accompanied with explanatory notes designed to provide you with the information needed to answer the question correctly. The use of this document automation technology enables us to keep the costs low and offer other value added benefits, such as the powerpoint slides and educational video as a part of a G3 Policy Package. The information you enter will be stored securely online, allowing you to access and complete the Nonprofit Governance Questionnaire at any time. Once your G3 Policy Package is created, it will be downloaded to your secure online portal for your review. Which Web browser do I need? The minimum browser requirements for creating documents on this Website are Internet Explorer version 6.0 and above, Firefox version 2.0 and above, Chrome, or Safari. You can assemble the G3 Policy Packages on a Windows, Macintosh or Linux computer. I don't understand what a question means or is referring to on the Nonprofit Governance Questionnaire. Most questions are accompanied by explanatory notes designed to provide you with the information needed to answer the question correctly. A small "?" (question mark) icon by any question indicates that there is explanatory text to help you answer a question. Click on the "?" to see the help text pop up box, and click on the "?" again to close the help text pop up box. I have a red asterisk next to a questions group after completing the Questionnaire. What does this mean? If you have a red asterisk next to a questions group, this shows that you have missed answering a question. Double click on the questions group to view and complete any unanswered questions. Questions specifically listed as "optional" or that have help text indicating the question may be skipped or left blank, can remain unanswered. Otherwise, complete required questions to permit us to prepare your G3 Policy Package. What happens when my G3 Policy Package is reviewed and completed? You will receive an email advising you that your G3 Policy Package is complete. The email will either have an attachment with the materials, or the completed materials will be uploaded to your secure online portal page where you can download them. How do I print or export my G3 Policy Package? Once you have logged into your secure online portal, you will see a list of completed materials under the Document tab. Click on the assembled document directly and you can print a copy. You can also export the document to your desk top and print the document from your local printer. As my local attorney may need to make revisions to the purchased G3 Policy Package, will you download the forms in Word format? Yes, the forms will be downloaded to you in Word format for this purpose; however, please understand that by accepting and downloading these forms you (and your directors, trustees, officers, employees, volunteers, consultants and agents), and your attorney, are agreeing to the restrictions of use described above under the heading "Are there any restrictions on the use of a G3 Policy Package?" How do I make the best use of the consultation time with my local attorney? BE PREPARED First, carefully review all of the material that came with your G3 Policy Package - (i) educational videos, (ii) applicable G3 Policies themselves, (iii) powerpoint slides relating to the G3 Policy Package, and (iv) the Board resolutions. Second, check out the links to other resources as they may apply to you, which are found under Resources on your secure MyG3Matters web space, and any other resource materials that are available to your nonprofit — whether through general research or from an organization that supports your nonprofit's particular mission. Third, begin discussing the character of the G3 Policy Packages with all relevant constituencies at the nonprofit (See a reference to the applicable constituencies in the powerpoint slides). Fourth, decide what you need from the attorney — Do you want specific questions answered? — then email your questions to your local the attorney before you confer with them. Do you want the attorney to make specific revisions to the Policies? — then email the purpose of the revisions for consideration by the attorney before you confer with them. Do you have an existing relationship with a local attorney versed in the law of tax-exempt organizations? If so, he or she will be familiar with your governing documents, which will make this process easier and less costly; however, if you are establishing a new relationship, your local attorney will likely need to review your governing documents in conjunction with this work. We will send these documents to you in word format, so the local attorney can easily make any needed revisions or additions to the policies on behalf of the purchasing nonprofit; however, please understand that by accepting and downloading these forms you (and your directors, trustees, officers, employees, volunteers, consultants and agents), and your attorney, are agreeing to the restrictions of use described above under the heading "Are there any restrictions on the use of a G3 Policy Package?" Also, in creating the G3 Policy Packages, we are trying to incentivize nonprofits to seek out legal advice in their governance and operations — it is my hope that with all of the educational materials and the form policies, this process will be simplified; but the nonprofit will now have an established relationship with a local attorney who can assist the nonprofit in the future. My account, My services, My documents — Tell me more! My Account: Contains the personal details you entered when you registered. From this section of the site you are able to view and/or amend any of these details. My Services: Contains an overview of products you have access to. Summary: An overview of G3 Policy Packages (you have accessed), documents in process, documents for approval, and those already approved. My templates: Here you can start to create a new G3 Policy Package based on the templates you have selected. Safety and Security of Website - Is your Website secure? We utilize the same level of protection and security that is used by banks. Through our secure, state-of-the-art hosting facilities, you will receive the highest data protection commercially available. We provide an integrated system that allows authorized parties in and keeps everyone else out through the use of: "Charity" v "Nonprofit"? We use the terms "charity" and "nonprofit" interchangeably throughout the Website and in the videos. Most of you know that Code Section 501 of the Internal Revenue Code (Code) enumerates a number of different types of organizations that will qualify to be "tax-exempt" under the Code; however, only Code Section 501(c)(3) defines a tax-exempt organization that will qualify as a public or private charity. Thus, a public or private "charity" will always be included in the definition of a "nonprofit," but a "nonprofit" may not be included in the definition of a "charity". We are not attempting to confuse matters in our verbiage, so please understand that the G3 Basic Policies Package and the G3 Conflict of Interest Policy Package - Expanded are applicable to any public or private charity and any other nonprofit organization, even a nonprofit organization under state law that hasn't been qualified under Code Section 501 as a tax-exempt organization — as good governance applies to all nonprofit organizations. However, the G3 Endowment Policies Package and G3 Gift Acceptance Guidelines Package will likely apply to public charities qualified under Code Section 501(c)(3). Do you have a suggestion for another policy, process or document that would be of assistance to your nonprofit? Please contact us to let us know - we would love to hear your ideas and specific needs. To find out which G3 Policy Package is right for your nonprofit, visit our G3 Policy Packages page. |
|
 Meet Jonathan Ackerman  Why Nonprofits Need Good Governance  How GetGoodGovernance (G3) for Nonprofits Can Assist You  What are the G3 Policy Packages and G3 Legal Review? |
HOME |
ABOUT US |
G3 POLICY PACKAGES |
FAQ |
SUPPORT
Copyright
Copyright 2012 Law Office of Jonathan Ackerman, LLC
All materials on this website are the property of Law Office of Jonathan Ackerman, LLC. All rights reserved.
Disclaimers and Legal Notices
The materials on this website are provided for informational purposes only and do not constitute legal or tax advice on any matter. Law Office of Jonathan Ackerman, LLC assumes no responsibility for the accuracy or timeliness of any information provided herein. The reader should not under any circumstances rely on, or act on the basis of, the materials on this website. These materials and information are not a substitute for obtaining legal advice from the reader's own lawyer in the appropriate jurisdiction or state.
Browsing this website or contacting us through it does not create an attorney-client relationship. While Law Office of Jonathan Ackerman, LLC would like to hear from you, we cannot represent you, or receive any confidential information from you, until we know that any proposed representation would be appropriate and acceptable, and would not create any conflict of interest. Accordingly, the reader should not use any of the supplied e-mail interfaces to send us any confidential information. Law Office of Jonathan Ackerman, LLC thanks you for browsing our website, but we need to be careful not to create an attorney-client relationship or receive any confidential information through this website.
No Legal Representation for Nonprofits Located Outside of Maryland and the District of Columbia
For nonprofit organizations located outside of Maryland and the District of Columbia, the Law Office of Jonathan Ackerman, LLC is not rendering legal advice to such nonprofit, and is providing only sample forms and educational materials to such nonprofit. Thus, it is essential that such nonprofit engage a local attorney to, based upon local law, be responsible for the form and content of the finalized policies and properly implement them.
Copyright
Copyright 2012 Law Office of Jonathan Ackerman, LLC
All materials on this website are the property of Law Office of Jonathan Ackerman, LLC. All rights reserved.
Disclaimers and Legal Notices
The materials on this website are provided for informational purposes only and do not constitute legal or tax advice on any matter. Law Office of Jonathan Ackerman, LLC assumes no responsibility for the accuracy or timeliness of any information provided herein. The reader should not under any circumstances rely on, or act on the basis of, the materials on this website. These materials and information are not a substitute for obtaining legal advice from the reader's own lawyer in the appropriate jurisdiction or state.
Browsing this website or contacting us through it does not create an attorney-client relationship. While Law Office of Jonathan Ackerman, LLC would like to hear from you, we cannot represent you, or receive any confidential information from you, until we know that any proposed representation would be appropriate and acceptable, and would not create any conflict of interest. Accordingly, the reader should not use any of the supplied e-mail interfaces to send us any confidential information. Law Office of Jonathan Ackerman, LLC thanks you for browsing our website, but we need to be careful not to create an attorney-client relationship or receive any confidential information through this website.
No Legal Representation for Nonprofits Located Outside of Maryland and the District of Columbia
For nonprofit organizations located outside of Maryland and the District of Columbia, the Law Office of Jonathan Ackerman, LLC is not rendering legal advice to such nonprofit, and is providing only sample forms and educational materials to such nonprofit. Thus, it is essential that such nonprofit engage a local attorney to, based upon local law, be responsible for the form and content of the finalized policies and properly implement them.