Formation and Startup Documents

Nonprofit formation and startup are a crucial time for making sure an organization is situated for future success. A new charitable organization must be structured to comply both with IRS rules for tax exemption and state nonprofit and donation requirements. At startup, it is also important that a new charitable organization’s activities both fulfill its mission and comply with the regulatory environment facing nonprofit organizations.

Audits and Compliance

Funding and government contracts can require compliance with detailed and often convoluted rules and regulations. Purpose Strategies can help your organization prepare for upcoming funding opportunities to ensure you do not run afoul of funder requirements and regulations. If your organization needs help in complying with existing funding sources and contracts, Purpose Strategies can also help review and address any compliance gaps or needs in your current operations.

Operating Policies and Infrastructure

Policies and procedures are critical to the success of any organization. They provide a roadmap for staff to follow and ensure compliance with both internal expectations as well as external rules and regulations. In addition, a strong infrastructure helps to create the systems that will allow your organization to grow and thrive. Purpose Strategies also understands that nonprofits and socially minded businesses dedicate the majority of their time and resources to providing direct services. However, this may result in the necessary policies, procedures and critical operation and infrastructure support falling by the wayside. By working with Purpose Strategies, you can focus your time and resources on your core mission, while we can help fill this critical gap.