Forming a Not for Profit Entity

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
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

N.Y. MHY. LAW § 13.07 : NY Code - Section 13.07: Office of mental retardation and developmental disabilities; scope of responsibilities

Those planning services and facilities for the
mentally retarded must bear in mind that not all
new services or expansions of existing services will
require added facilities.

Frequently, additional programs can be housed within facilities currently
in operation. Efficient planning entails careful
analysis of the potentials of existing facilities to
provide adequate functional space for new programs
to be developed.

The types of services and facilities required
will be influenced by the numbers of individuals in
the various levels of retardation—mild, moderate,
severe, and profound—and in age classifications
such as children (preschool and school age) and

The availability of existing services and
facilities for these levels as well as the total
numbers of the retarded served, must be known
in order to determine the services and facilities
required to adequately meet total needs.

For example, the planning area may contain facilities
providing educational services for the mildly
retarded of school age but no training services for
the moderately retarded adult.

The degree to which existing community
services are available to the retarded will also have
an impact on the planning of services and facilities.
Most planning areas will have some
type of generic services and facilities open to
the mentally retarded. Efficient and realistic
planning will necessitate identifying these services
and facilities and analyzing programs which
they provide, in terms of the total needs of the
retarded individuals in the area.

Finally, planning for the retarded will be
influenced by the range of specialized services
and facilities currently available; the extent to
which, when correlated with generic services,
these complete the spectrum of needed programs;
and the acceptance and support which they
enjoy within the community or planning area.

The planning of needed specialized services and
facilities capable of maintaining quality programs
requires public understanding and backing such
as that accorded generic services.

Many barriers must be faced in planning
services and facilities for the retarded, however.
A few of them are mentioned below. For example,
the availability of services and facilities
does not necessarily imply adequate utilization;
significant problems arise in bringing services
and clientele together.

 Avoiding unnecessary service duplications and overlapping may also
prove difficult. Furthermore, standards for programing
have not been developed to insure adequate
services for some levels of retardation or
age groups. Offer techniques not yet available.