Our most popular package of services is the “Nonprofit Creation A-Z Package”, which includes the consulting services that a nonprofit and its Board of Directors generally need to incorporate, obtain 501(c)(3) tax exemption, and comply with their governance responsibilities. This package includes the following:

- Prepare Articles of Incorporation or Charter to incorporate as a nonprofit entity under your state law and file with the proper state authority.

- Obtain a federal Employer Identification Number (“EIN”).

- Prepare and file IRS Form 1023 ("long form") and obtain a favorable determination letter regarding the nonprofit’s tax-exempt status.

- Assist with the preparation of the agenda for the Organizational Meeting of the Board of Directors, attend the meeting through Zoom to assist the Chair with conducting the meeting and to answer any questions from Board members, and prepare the Minutes of the meeting in part to serve as an example/template for future meetings.

- Provide unlimited live consultations during the organizational process

- Two sessions of live Board of Directors training on video. If additional sessions are requested, they will be provided either on an agreed-upon fixed fee or hourly basis. This training typically includes instruction regarding the following (a partial list):

1. Legal role of the Board as a “fiduciary” and how it complies with its responsibility to be “prudent”.
2. How to avoid having the corporate veil “pierced” and the officers’ and directors’ personal assets seized to pay corporate debts and obligations.
3. Practical importance of the “Mission”.
4. Board’s three major legal duties.
5. Ten Commandments for Board success.
6. Individual Directors’ Bill of Rights.
7. Role of the Board Chair and other positions.
8. Allocation of responsibilities between the Board and the CEO.
9. Requirements and tips for successful Board meetings.
10. Extremely important role of meeting minutes to avoid fiduciary liability.
11. Structure and responsibilities of Board committees.
12. Utilization of non-Board advisory councils and outside experts.
13. Board’s responsibilities with respect to fundraising.
14. Board members’ recruitment, onboarding, and orientation.
15. Board’s and Board members’ evaluations.
16. Any questions from the Board members.

- Prepare each of the following:

1. Corporate Bylaws (optimized for the law of the state in which the organization is incorporated as well as “best practices” governance provisions).
2. Director Application and Agreement.
3. Director and Officer Job descriptions, including Chair of the Board, President, Secretary, and Treasurer.
4. Conflict of Interest Policy, with annual Officer and Director Acknowledgement and Agreement (optimized for “best practices” governance provisions).
5. Document Retention and Destruction Policy (required by federal law).
6. Whistleblower Protection Policy (required by federal law).
7. Travel and Entertainment Reimbursement Policy.
8. Board Committee Charters: Finance, Audit, Governance, and Nominating.
9. Board/Committee Meeting Agenda template.
10. Template for Board Skills Matrix.
11. Board Orientation Chart.
12. Board Self-Evaluation Questionnaire.

These services are separately priced at $5,000, and the regular package price is $3,800. But for a limited time, you can purchase the Nonprofit Creation A-Z Package with a 40% discount from the regular package price, for only $2,280 prepaid, plus the incorporation filing fee in your state and the IRS User Fee to file the Form 1023. This discounted price will not last long, so take advantage of this fantastic offer today by contacting us here to set up your FREE initial orientation meeting.

After your orientation, please click here to go to the "Store" page to purchase the Nonprofit Creation A-Z Package.