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The Nonprofit Startup Kit

A printable checklist and workbook that walks you from idea to 501(c)(3) in ten steps, with blanks to fill in and the official sources to check. It is free. Enter your email and the download opens right away.

  1. Clarify your mission and who you will serve
  2. Check your name and your state's rules
  3. Incorporate in your state
  4. Recruit your board and hold the first meeting
  5. Adopt bylaws and a conflict-of-interest policy
  6. Get your EIN (free from the IRS)
  7. Set up your finances and a first-year budget
  8. Apply to the IRS: Form 1023 or 1023-EZ
  9. Handle state registrations before you fundraise
  10. Calendar your annual filings and records

General education, not legal or tax advice. Rules vary by state. Always check current official instructions.