1. Contact Information:

Name of Organization *

Contact Person: *

Email Address: *

Phone Number *

Address of Organization: *

City *

State *

Postal code *

Website

2. Mission and Purpose:

What is the primary mission or purpose of your nonprofit organization? *

What specific community or societal need does your organization aim to address? *

3. Legal Structure:

Have you determined the desired legal structure for your nonprofit organization? *

If applicable, have you chosen a business name for your nonprofit, and has it been checked for availability? *

4. State of Incorporation:

In which state do you plan to incorporate your nonprofit organization? *

5. Board of Directors:

Have you identified individuals who will serve on the board of directors for your nonprofit organization? *

Do you have a plan for recruiting and selecting board members? *

6. Bylaws and Policies:

Do you have a draft of organizational bylaws outlining the internal governance structure and operating procedures? *

Have you considered developing policies related to areas such as conflict of interest, whistleblower protection, and financial management? *

7. Tax-Exempt Status:

Do you intend to seek federal tax-exempt status for your nonprofit organization (e.g., 501(c)(3))? *

Are you familiar with the requirements and application process for obtaining tax-exempt status from the IRS? *

8. Financial Planning:

Have you developed a preliminary budget or financial plan for your nonprofit organization? *

Do you have a plan for securing funding or resources to support the organization's activities? *

9. Fundraising and Grant Seeking:

Have you considered the types of fundraising activities your organization will engage in? *

Are you interested in seeking grants or other forms of funding for your nonprofit? *

10. Additional Information:

Is there any other specific assistance or support you're seeking from Your Nonprofit Doctor regarding nonprofit formation?

11. Preferred Consultation Method:

What is your preferred consultation method? *

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