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Nonprofit Compliance | Organizing Files Online

Here’s a list of documents that should be readily available to board members and prepared before you begin fundraising. Create a shared folder with the following:

Administrative

  • Original Incorporation Documents

  • Updates/Amendments to the Incorporation (Name or Changes)

  • Bylaws (signed by Board Members and dated)

  • Conflict of Interest Statement (signed by Board Members and dated)

  • 501c3 Application and or Documentation

  • IRS Determination Letter

  • Solicitation License (if applicable)

  • Proof of Lease Agreement/Ownership of Property (if applicable)

  • Insurance Certificate

  • Certificate of Good Standing

  • Board Meeting Minutes

Financial

  • Financial Reports

  • Operating Budget

  • Program Budgets

  • All Previous Award Letters

Program

  • Staff Resumes

  • Calendar of Events

  • Scope of Services

  • Annual Reports

  • Performance Reports

  • At least 3 Support Letters (Organization and Program)

  • Newsletter and/or Press Releases