non-profit startup checklist

Research and choose a unique name for the organization

Obtain a tax-exempt status from the IRS

Develop and adopt bylaws for the organization

Establish a board of directors

Obtain any necessary licenses or permits for operation

Set up a bank account for the organization

Create a conflict of interest policy for board members and key staff

Develop a record-keeping system for financial and administrative documents

Create a code of ethics for staff and volunteers

Purchase insurance for the organization, including liability and property insurance

Develop a budget for the organization

Open a bank account in the name of the organization

Set up a system for tracking donations and expenses

Develop a fundraising plan

Apply for grants and other funding opportunities

Develop programs and services that align with the mission

Recruit and train volunteers and staff

Establish partnerships with other organizations in the community

Implement evaluation and monitoring systems for programs

Develop a marketing plan to raise awareness of the organization

Create a website and social media accounts for the organization

Develop promotional materials such as brochures and flyers

Host events and fundraisers to engage with the community

Develop a donor stewardship plan to cultivate relationships with donors

Develop job descriptions and hiring processes for staff positions

Create a volunteer handbook and establish volunteer policies

Obtain necessary insurance for the organization

Establish proper record-keeping and reporting systems

Ensure compliance with all relevant laws and regulations