Expert Charitable Consultant will help you establish a 501(c)(3) charitable organization.
We offer you a complete entry into the nonprofit sector, including charitable type evaluation and all the steps required to gain state and federal tax-exempt status.
Services can include Creation and Filing articles of incorporation, Obtaining state and federal tax exemptions, Obtaining a valid tax ID number, Establishing and documenting bylaws, and Registration with the State Attorney General, • In addition, we will provide you with Executive Director Leadership and Guidance including help articulating the nonprofit’s vision, mission, theory of change, statement of need, unique value proposition, and overall strategy and direction of the organization.
We will help identify and align stakeholders, provide Leadership Coaching and Board Development (including handling initial meetings) and facilitate donors, volunteers, and if necessary, create staff (when appropriate), including fundraiser capability, and the development of fundraiser programs including online fundraising systems.
Our team will handle Legal and Financial Compliance for the first year, and monitor and help the Charity complete charitable “Exempt Status” at both the Federal and State levels.
If desired our team will work with the CEO to oversee operations and marketing and developing and executing the Charity’s growth plan.
, create and maintain policies to ensure the use of the most relevant and efficient technology and planning/budgeting for upgrades needed for future success, as well as develop Programs and Activities, Continue Strategic Planning, and collaborate with other organizations and communicate to the stakeholders and the public as needed.
The establishment of each Charity is personalized to meet your philanthropic and tax and financial needs, as well as help you create a charity that will serve your community, your legacy, and perhaps the world.
Email or call Steve at (949) 610-5770 for further information.
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