Step 1 of 7 — Organization Basics
Step 1

Let's start with the basics.

Every great nonprofit begins with a name and a home state. This information will appear on your Articles of Incorporation.

The official legal name for your nonprofit corporation
Please enter your organization's name
The state where your nonprofit will be legally formed
Please select a state
Step 2

What's your mission?

The IRS needs to understand your organization's purpose. This is the heart of your 501(c)(3) application.

One or two sentences describing why your organization exists
Please enter a mission statement
Explain in more detail what your organization will do and why it matters. This goes in your Articles of Incorporation.
Please describe your organization's purpose
Select the category that best describes your organization. This affects IRS form eligibility.
Step 3

What will you actually do?

The IRS wants specifics. Describe the programs, services, and activities your organization will conduct.

List the specific programs, services, or activities your organization will carry out
Please describe your primary activities
Describe your target beneficiaries or community
Please describe who your organization will serve
Step 4

Let's talk money.

Your expected revenue determines which IRS form you'll file — the streamlined 1023-EZ or the full Form 1023.

An estimate is fine. This determines your IRS form eligibility.
How will you fund your operations?

Check this if you plan to hire employees (not just volunteers) within the first 3 years

Step 5

Who's on your board?

Most states require at least 3 directors. You'll need a President, Secretary, and Treasurer at minimum.

You need at least 3 board members
Step 6

Registered agent info.

Every corporation needs a registered agent — a person or company authorized to receive legal documents on behalf of the organization.

Common for small nonprofits. You'll receive official mail and legal notices at your address.

Please enter the registered agent's name
Must be a physical street address in your state of incorporation (no P.O. boxes)
Please enter the registered agent's address
Step 7

Review everything.

Double-check your information before we generate your formation documents.

Complete

Your documents are ready.

Download your formation package below. These documents are customized for your organization and state.

Articles of Incorporation

Your official formation document to file with the state

Bylaws

Internal governance rules for your organization

Conflict of Interest Policy

Required by the IRS for 501(c)(3) applications

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