501c Classifications & IRS Requirements

Publication 557

IRS EIN Registration

State Requirements

State Registration

Establishing your primary business address

Establishing your registered agent address

Searching for your NAICS

Public vs Private Nonprofit

What are public charity requirements?

What are private nonprofit requirements?

Setting Up for Success

SAM, Grants.gov, & DUNS Registration

Tax-Exempt Status Applications

Form 1023 & Form 990

Form 990

Establishing Programs

Defining the Goal

Preliminary Research

Piloting your Program

Employees, Partnerships, Contractors & Vendors

What You Need & Where to Get It

Budgeting for Your Program

Program Budget Sheet

Finance Section of Business Plans and Financial Audits

Putting all the programs budgets together

Adding General Admin

Business Plans for Nonprofits

Verifying Each Section

Defining Your Nonprofit SMART Goals & Objectives

SWOT Analysis for Your Business

Preparing Your Logic Model

Structuring the Board

Government Requirements

Knowing the Goal for the Board

Structuring Progressive Day-to-Day Operations

Rules and Policies

Onboarding Processes

Accounting Fundamentals

DIY Templates for Good Bookkeeping (No Cost!)

Inexpensive Tools for Good Bookkeeping

Preparing for Grants and Donations

Opening a Bank Account

Creating the Website

Social Media Planning

Campaigns and Fundraising

Creating a Campaign Others Want to Support

Keeping Donors in the Loop