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non-profit startup checklist

Apply for tax-exempt status with the IRS

Obtain necessary business licenses and permits

Establish a board of directors

Create bylaws for the organization

Obtain insurance coverage for the organization

Develop conflict of interest policies for board members and staff

Comply with all state and federal regulations for non-profit organizations

Create a records management policy to ensure compliance with document retention laws

Establish a process for annual reporting and compliance with all legal requirements for non-profit organizations

Create a budget and financial projections

Open a business bank account

Develop a fundraising plan

Establish accounting and bookkeeping systems

Develop a mission statement and organizational goals

Create bylaws and policies for the organization

Establish a conflict of interest policy

Develop a strategic plan for the organization

Create a marketing plan to raise awareness of the organization

Develop a website and social media presence

Network with other non-profit organizations and community partners

Create marketing materials such as brochures and flyers

Identify potential donors and funding sources

Develop a fundraising calendar with specific goals and timelines

Implement fundraising events and campaigns

Cultivate relationships with donors and sponsors

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