setting up a non-profit organization?

[cellio]

Do any of my readers have experience (or specific knowledge of) setting up a non-profit corporation in the US? I have questions.

Is incorporation a matter of paperwork that I can do, or do I need to hire a professional? If the latter, what kind of professional am I looking for? Are there referral services, and do they include people who'll consult for a discounted rate or pro bono for a non-profit?

What decisions need to be made before starting the process? A statement of purpose (articles of incorporation)? Bylaws? A slate of officers and/or a board? What are good resources for creating those founding documents, to make sure we dot all the "i"s and cross all the "t"s?

We intend to solicit donations, so we'll want to apply for tax-exempt status (501(c)3, I assume). I think that's a separate step?

What thoughts do we need to be thinking early on about exposure to liability?

I am, if you haven't guessed, talking about Codidact.

Comments

[madfilkentist]

Do you know Ellen Kranzer? She did most of the work setting up MASSFILC as a 501(c)(3) and is an expert on such things. She's not for hire, but she could offer some good advice. If you like, I can help to get you in touch with her. I'll have to ask her permission first, since she's very busy.

[cellio]

I know of her but do not know her. If you'd be willing to check with her and (if she agrees) make an introduction, I'd appreciate it. Thanks!

[madfilkentist]

I've sent her an email.

[jducoeur]

Oh, interesting -- I also have an organization that I think needs to transition to 501(c)3, and I do know Ellen. I'll have to drop her a note, once I have time to breathe...