Key steps to start a charity:

  • Develop a Strategic Plan - Business Plan - Name of Organization-Type
  • Create a NYS Non Profit Entity 
  • Obtain an EIN via IRS Form SS4
  • Elect a Board of Directors and Officers-Choose Carefully
  • Prepare Articles of Incorporation
  • Adopt Bylaws
  • Obtain 501(c)(3) Tax Exemption - Form 1023
  • File Charity Solicitation Registration
  • Prepare Meeting Minutes of Board of Directors
  • Recruit & Train a Fundraising Team
  • Develop Marketing Strategies
  • Develop a Website
  • Develop a Corporate Sponsorship Program
  • Develop a Grant Solicitation Strategy
Develop Organizational Policy Handbook