Formation of Nonprofit and Exempt

​Organization

Mission Development: 
Impact won't go far if your mission isn't clear. Together we'll develop a mission that is relevant, authentic, attainable and actually means something to the people you're working for. 

​Formation:
Whether it's an unincorporated nonprofit association, LLC, Corporation or Trust we'll help you get set up with the state. This includes foundations. 

1023/1024 Application:  
From filing the application out, to working through the IRS's red flags and developing the appropriate back-up I'll work with you to create a complete application that you'll want funders to see. 

Automatic Revocations:  
I help nonprofits who have had their exemption status revoked by the IRS get re-instated.

Certifications: 
Get help obtaining impact, sustainability or similar certifications, like the popular b-corp certification. 
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Social Enterprise Setup: 
Add a new revenue stream and publicity channel by creating a social enterprise. I'll help planning, developing and implementing these alongside the board. 

Funding

Revenue Modeling:
I find fun and creative ways to help you develop new revenue streams and business models outside of grants and individual contributions. 

Funding Prep:
If you want to look more attractive to funders, I'll help you tidy up your infrastructure and get all the right policies or procedures in place. 

Research

​Planning and Training

Landscape Scans:
Not sure how to structure the charity? Want to see what other organizations have done? We'll do that research for you, and compile into easy visuals. Past clients have asked for flow-charts, infographics and visual reports. 

Funding  Scans: 
Don't got into a mission without understanding who will fund it. We'll scan to see what foundations, corporations, grant-makers and other funders may exist to further your cause. 

Strategic Planning:
​Full day and half day strategic planning around growth, development or specific issues. Includes a final report and tools to help with tracking and implementation. 

Board Training:
Custom board training available on issues like: general liability, fundraising liability and nonprofit law updates. 

​Drafting

​Other Services

Contract Drafting:
I'll draft contract templates and tools, in addition to transaction specific contracts. 

Policies and Manuals:
Get employee manuals, committee charters, employee policies and instruction manuals developed. 

• Audits (legal, risk, supply chain)

​Affiliate Partners:

We work with affiliate partners in...

• Grant-writing
• Executive Coaching

Still Have Questions Regarding Nonprofit and Exempt Organization​?

Let's get on the phone and chat. Schedule a time here.