Legal Resources for Those Who Prefer to Do It Themselves

Nonprofit Startup Checklist

The documents, filings, and decisions required to launch a 501(c)(3), in the order they actually happen — mission and name through incorporation, EIN, bylaws, and the IRS application.

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Nonprofit Annual Compliance Checklist

Already formed? This is the one you run every year. Federal return, state annual report, charitable registration renewals, governance records, and donor obligations — 30 checkpoints across five categories, because missing three consecutive federal filings revokes tax-exempt status automatically.

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Fundraising Compliance Kit

The requirement missed most often, in one place. Explains what charitable solicitation registration is actually called in each state and which office handles it, what counts as soliciting, then gives you a 50-state tracker, a donation receipt, acknowledgment letters for cash, quid pro quo, and in-kind gifts, an annual contribution statement, a gift acceptance policy, and a compliance checklist you run every year.

19-page editable Word document • instant download • fully refundable within 7 days

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Board & Officer Onboarding Kit

Directors govern, officers act, and almost nobody explains the difference before handing over a template. This one starts there — including how compensation works for each — then gives you ten templates: role descriptions for directors and for each office, a board roster, a scored director evaluation that turns your gaps into a recruitment brief, an annual independence check, a recruitment letter, signed director and officer agreements, a ninety-day onboarding checklist, election minutes that record directors and officers as the separate votes they are, and an annual board calendar with a named person on every task.

29-page editable Word document • instant download • fully refundable within 7 days

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