Things You'll Need:
- Computer
- Printer
- Fax
- Internet access
- Telephone
- Home office or office space
- Office supplies
- Attorney/legal counsel
- Accounting or bookkeeping services
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Step 1
Create a mission statement that reflects the goals and values of the fundraising organization. Write a one- to two-sentence mission statement that answers the following questions: "Why does the organization, exist and what is its overall purpose?"
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Step 2
Create a concise business plan, including goals, objectives, operating budget and bylaws. Contact legal counsel to assist with drafting bylaws.
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Step 3
Fill out Articles of Incorporation paperwork with the state attorney general's office or secretary of state's office. Consult an attorney or legal counsel (specializing in non-profit law) to assist with filing paperwork.
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Step 4
Apply for 501(c)(3) status with the Internal Revenue Service (see References). Fill out Forms 1023 (Application for Recognition of Exemption) and 8718 (fee application form) and submit to the IRS.
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Step 5
Apply for a federal employer identification number (EIN) with the IRS. Fill out Form SS-4 and submit paperwork to the IRS.
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Step 6
Contact the state Department of Revenue and local/municipal clerk's office. File paperwork for both state and local tax exemption.
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Step 7
Contact the state attorney general or local Department of Revenue. Fill out paperwork for charitable solicitation (fundraising) permits or licenses. Pay local and state licensing fees.
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Step 8
Create accurate donor management and accounting systems. Hire an accountant or bookkeeping service to assist with record-keeping and accounting.
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Step 9
Apply for a non-profit mailing permit with United States Post Office (USPS). Read Publication 417 (Nonprofit Standard Mail Eligibility) for further information (see References).
