Services Overview

Core Service
Areas

From concept to IRS-ready application—services designed around what nonprofits actually need.
 

Nonprofit Formation Document
Preparation (Selected States)

For clients in select states, we also provide document-prep assistance for formation documents such as Articles of Incorporation, bylaws, and conflict of interest policies.

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Compliance & Governance
Document Templates

Standard templates and guidance for key governance documents that align with 501(c)(3) expectations.

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Nationwide 501(c)(3) Application Support (Non-Financial Sections)

For organizations in any state that need help preparing the narrative and structural portions of Form 1023 or 1023-EZ.

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Nationwide 501(c)(3) Application Support

  • Assembling a complete application package for filing, using the information and financial data you provide

  • Organizing your responses on governance, board structure, and operations

  • Drafting the narrative description of activities and program details

  • Guidance on whether a standard Form 1023 or 1023-EZ may be appropriate (based on IRS criteria)

  • Evaluation of basic eligibility for 501(c)(3) charitable status

Nonprofit Formation Document Preparation (Select States)

We help prepare

  • Organizational minutes / initial resolutions templates

  • Conflict of Interest Policy template

  • Bylaws aligned with best practices for 501(c)(3) organizations

  • Nonprofit Articles of Incorporation with IRS-compatible charitable and dissolution language

  • Training-style sessions to help founders understand ongoing responsibilities

  • Board role descriptions and expectations

  • Governance Tools & Education

  • Simple compliance checklists for new nonprofits