Monday, June 18, 2018

100 Things for Your Non Profit Organization

Many people dream of starting a non-profit organization.  If you have a great idea to help the community and want to make it a more formal organization, here are 100 things you need to get your non-profit started:

  1. Research (is this non-profit actually needed or does it duplicate the services of other similar organizations?).
  2. Name.
  3. Motto/tag line.
  4. Mission statement.
  5. Vision statement. 
  6. Purpose statement.
  7. 60 second elevator pitch.
  8. Domain name.
  9. Website/hosting.
  10. Address.
  11. Phone number/cell plan.
  12. Email address.
  13. Board members.
  14. Executive Board.
  15. Initial organizing meeting (with minutes taken).
  16. Regular meeting schedule.
  17. Meeting process (agenda, minutes).
  18. Bylaws.
  19. Articles of Incorporation.
  20. Bank account.
  21. Registration as a non-profit with local government (city/town/county).
  22. Registration as a non-profit with state government (Secretary of State).
  23. Recognition as a non-profit by the IRS (form 1023).
  24. Business license.
  25. EIN (Employer Identification Number).
  26. DUNS number.
  27. Meeting location/program location/office space if needed.
  28. Social media accounts (Facebook, Instagram, YouTube, etc).
  29. Registration with Charity Navigator.
  30. Media kit.
  31. Ability to accept donations (PayPal link, etc).
  32. Start up funding.
  33. Operational funding.
  34. Executive Director.
  35. Volunteers.
  36. Members/clients.
  37. Policies (office policies, financial policies, employee policies, conflict of interest policy, etc).
  38. Logo.
  39. Business plan.
  40. Strategic plan.
  41. Commercial fundraiser/charitable solicitation registration if required.
  42. State sales tax exemption application.
  43. Marketing plan.
  44. Marketing materials (business cards, brochures, videos, etc).
  45. Annual state and federal reporting (IRS Form 990 and any state required reporting).
  46. Occupancy permit/inspections for your location if needed.
  47. Office supplies/furniture/equipment/etc.
  48. Software 
  49. Registration with Tech Soup (discount software for non profits).
  50. Collaboration with similar organizations in the community.
  51. Speed dial list for helpful resources (politicians, the media, community partners, etc).
  52. Any required licenses, permits, certifications required to provide services to clients.
  53. Lawyer.
  54. CPA.
  55. Annual accounting period/fiscal year.
  56. Annual budget.
  57. Program development process.
  58. Programs/client services list.
  59. Intake process for clients.
  60. Intake process for volunteers.
  61. Record keeping process/forms (financial/client/grants/etc).
  62. Evaluation process for programs.
  63. Board member application packet.
  64. New Board member training/handbook.
  65. Background check process if needed.
  66. Grant writing specialist.
  67. Grant management process.
  68. USPS non-profit marketing mail permit (PS Form 3624).
  69. Media release for photos.
  70. File back-up system.
  71. Secure records storage system.
  72. Annual calendar (meetings, events, etc).
  73. Board and Directors insurance.
  74. Other insurance (office, auto, liability, etc).
  75. Participation in community organizations (Rotary, Chamber of Commerce, etc).
  76. Participation in community events (that relate to your purpose).
  77. Annual reports (data, successes, challenges, etc).
  78. Annual fundraisers.
  79. Major donor search/corporate sponsorship search process.
  80. Non profit incubator/mentorship program participation.
  81. Sustainability plan.
  82. Diversification of funding sources.
  83. Client management process.
  84. Volunteer recognition program.
  85. Donor recognition program.
  86. Regular press releases to the media.
  87. Volunteer recruitment and retention plan.
  88. Board member recruitment and retention plan.
  89. Client acquisition process/plan.
  90. Email contact lists (donors/members/clients).
  91. List of client success stories with pictures.
  92. Ongoing training for employees, volunteers, Board members.
  93. Annual planning retreat.
  94. Tech resources (freeconferencecall.com, GoToMeeting, etc).
  95. Board succession planning.
  96. List of bios for Board Members and Executive Director.
  97. Written list of past, present, and future planned programs and activities.
  98. Written narrative of how organization was founded.
  99. Promotional materials (printed shirts, imprinted pens, etc).
  100. Multi-faceted crisis management plan.