Entity Maintenance & Compliance

Bearing Tree brings years of deep expertise to an often overlooked area that is fraught with significant legal, financial and reputation risk. We assist your team in maintaining the critical registrations, reporting and insurance needed to stay in compliance with the myriad state and federal laws governing the non-profit world.

How we can help

  • Coordinate and maintain state charitable registrations – initial and renewals
  • Manage state annual reports and other filings with Registered Agent
  • Manage and file any entity changes (name change, assumed names, address changes, director and officer changes, etc.)
  • Coordinate legal projects with attorneys
  • Coordinate with insurance brokers and providers to bind organizational coverage, including (if applicable): General Liability, Umbrella, D&O/Management, Commercial Property, Professional/E&O, Auto, HNOA, Key Person Life insurance