Processing times are a bit faster in the Summer. Our fixed fee package includes all of the legal steps required to create the organization and gain tax-exempt status.
Conferencing to discuss the purpose, programs and budget in detail
Reserving the name with the state of incorporation
Drafting the articles of incorporation to conform to 501(c) requirements and state law
Filing and publishing the articles of incorporation
Obtaining a new EIN number for the new corporation
Conferencing with you to determine governance structure
Drafting bylaws to reflect the governance structure
Drafting organizational meeting minutes with required resolutions
Drafting various governance policies that the IRS recommends including, as applicable, conflict of interest, gift acceptance, document retention and destruction, joint venture, fundraising, compensation, and travel and expense reimbursement
Drafting certain ancillary documents that may be called for by the business plan and that the IRS may want to review in advance, which can include scholarship guidelines, grant agreements, and resource sharing agreements
Drafting and filing the IRS exemption application (either Form 1023-EZ, Form 1023, or 1024) and related statements
Representation before the IRS and response to IRS follow-up questions
Providing a Board action calendar summarizing key governance and compliance deadlines
Fundraising registration in state of domicile (or one state of choice if domicile does not require registration)
Providing an explanatory letter regarding operational rules applicable to new the nonprofit including guides to taking minutes and acknowledging gifts
You'll recieve a corporate binder to include all corporate documents and sections for everything you'll need to keep your non profit organized and on track
That's just the starting point - from there we guide you in best practices for setting up your non profit bank account, establishing payroll and learning the ins & outs for daily operations of your non profit including how to raise funds.