“To Do” List for Setting Up a Nonprofit
setting up a non-profit
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Provide preorganization analysis and advice.
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Draft and file governing instruments.
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Prepare and file state and federal exemption applications.
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Prepare an operating manual for directors, officers, and staff that’s tailored to the client’s needs.
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Provide advice and forms for fundraising.
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Identify and retain a qualified nonprofit accountant.
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Locate an auditor to perform an audit if gross revenue exceeds $2,000,000. See Govt C §12586(e).
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Determine the responsible party for filings and minutes.
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