Nonprofit Formation Services

Formation Services

Whether you are launching your first nonprofit or building a sophisticated philanthropic foundation, we offer tiered formation packages designed to match your organization’s complexity and growth goals.

Tier 1 – Formation Essentials

For emerging nonprofits seeking foundational structure.

This package is designed for organizations that need a strong legal foundation and guidance through the 501(c)(3) application process.

Includes:

  • Formation strategy consultation

  • Drafting and filing Articles of Incorporation

  • EIN procurement

  • Custom bylaws

  • Core governance policies (Conflict of Interest, Whistleblower, Document Retention)

  • Initial board resolutions

  • •IRS Form 1023-EZ or long-form 1023 preparation

  • •Initial California charitable registration (CT-1 / RRF-1, if applicable)

  • •First-year compliance overview

This tier is ideal for nonprofits seeking a streamlined, compliant launch with clear next steps.

Tier 2 – Strategic Formation Package

For growing nonprofits with expanded programming or funding plans

Designed for organizations anticipating growth, multiple programs, or more complex operational structures.

Includes everything in Tier 1, plus:

  • Enhanced bylaws tailored for expanded operations

  • Financial and fiscal control policies

  • Gift acceptance policy

  • Board roles & responsibilities memo

  • Program structure overview

  • Grantmaking guidelines (if applicable)

  • Full IRS Form 1023 (long form only)

  • Governance orientation session

  • High-level compliance roadmap

This package provides a stronger governance framework for organizations preparing for growth or significant fundraising.

Tier 3 – Premier Foundation Build

For athlete- and entertainer-led foundations or public-facing organizations

This premier package is designed for organizations with heightened visibility, public-figure involvement, and increased reputational considerations.

Includes everything in Tier 1, plus:

  • Public-figure–aligned formation strategy

  • Premier-level governance architecture

  • Brand-aware bylaws and oversight structures

  • Fiscal controls and gift acceptance policies

  • Public-figure risk & reputation guidance

  • Full IRS Form 1023 (long form only)

  • Governance orientation session

  • Public-figure compliance & risk session

  • Annual compliance roadmap

This tier reflects the complexity and oversight needs of high-visibility foundations and philanthropic initiatives.

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