Prepared by:

[Your Name]

Date:

September 20, , 2050

• Ensure your organization is registered as a 501(c)(3) nonprofit under IRS guidelines.

• Develop and approve bylaws and articles of incorporation.

• Establish a board of directors with diverse skills and representations.

• Hold regular board meetings and record minutes as per your bylaws.

• File annual reports with the Secretary of State.

• Maintain accurate and complete financial records.

• Develop an annual budget, approved by the board of directors.

• Conduct annual independent financial audits if required by law or funders.

• File IRS Form 990 or 990-EZ annually.

• Ensure proper internal controls and segregation of duties.

• Comply with state and local tax reporting requirements.

• Develop a fundraising plan and goals aligned with your mission.

• Ensure compliance with the Charitable Solicitations Act.

• Provide written acknowledgment for all donations as required by the IRS.

• Register for fundraising in each state where you solicit funds.

• Ensure transparency and accuracy in donor communications.

• Develop and implement employee handbooks and volunteer manuals.

• Ensure compliance with federal and state labor laws.

• Provide regular training and development opportunities for staff and volunteers.

• Implement background checks for employees and volunteers if required.

• Maintain accurate records of employee and volunteer hours and contributions.

• Ensure programs operate in alignment with the organization's mission and goals.

• Develop compliant program policies and procedures.

• Collect and report program data as required by funders and regulatory bodies.

• Regularly review and assess program effectiveness and impact.

• Ensure confidentiality and protection of client and beneficiary information.