Getting started
What we’ll ask you
So the first step feels easy, here’s the information we’ll need to begin. Most of it you already have on hand.
To file your 501(c)(3)
Everything the IRS application needs.
- Your organization’s legal name
- Your EIN
- Formation date and state
- Your mission, in a sentence or two
- Your NTEE (activity) category, we help
- Your board of three or more
- Basic financial estimates
For governance documents
A short intake gets your bylaws personalized.
- Organization name and state
- Mailing address and phone
- Fiscal year-end
- A few governance preferences
For grant research or writing
So we match and write to the right funders.
- Your mission and programs
- Real outcomes and numbers
- Organization size and geography
- Any target funder or deadline
Don’t have it all perfect? That’s fine, we’ll walk you through anything you’re unsure about. You never have to figure this out alone.