Template
“To Do” List for Setting Up a Nonprofit
After you’ve taken the client through the many questions to be answered in deciding to form a nonprofit and all agree to move forward, you need to take these first steps in the process of establishing the nonprofit.
Provide preorganization analysis and advice.
Draft and file governing instruments.
Prepare and file state and federal exemption applications.
Prepare an operating manual for directors, officers, and staff that’s tailored to the client’s needs.
Provide advice and forms for fundraising.
Identify and retain a qualified nonprofit accountant.
Locate an auditor to perform an audit if gross revenue exceeds $2,000,000. See Govt C §12586(e).
Determine the responsible party for filings and minutes.
This creates a private checklist in your account.