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CHECKLIST: Nonprofit Management Annual Reminder Checklist
Resources, Checklists and Guides, Preview Checklists and Guides Joanne M. Duncan & A. Michael Gellman (CPA, CGMA) Resources, Checklists and Guides, Preview Checklists and Guides Joanne M. Duncan & A. Michael Gellman (CPA, CGMA)

CHECKLIST: Nonprofit Management Annual Reminder Checklist

This checklist is intended to remind nonprofit Executive Directors, CEOs, CFOs, COOs, and other managers, officers, and Board / committee members to regularly evaluate, renew, and update documents, activities, policies, and practices to better meet the organization's changing needs. The document is organized by key fiscal, financial, governance, and operational areas, including Funding, Administration, Human Resources, Professional Services, Financial Reporting, Financial Policies & Procedures, and Governance.

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CHECKLIST: Steps to Forming a 501(c)(3) Nonprofit Organization

CHECKLIST: Steps to Forming a 501(c)(3) Nonprofit Organization

This checklist outlines 19 key steps that apply to most new organizations to form a nonprofit corporation, apply for 501(c)(3) status, and stay in compliance with the rules governing tax-exempt organizations. The steps covered include drafting governing Articles of Incorporation, Bylaws, and basic corporate policies; obtaining a tax ID number, submitting the Form 1023 or Form 1023-EZ; and more.

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