Organization Name
Exact legal name including any DBA or assumed names, matching state incorporation records to avoid mismatches during filing or banking.
A precise declaration clarifies mission and governance, reduces later disputes, and supports consistent filings for tax-exempt status and grants. It creates a written record that helps banks, funders, and state agencies verify the organization's nonprofit purpose.
The document is usually prepared by organizational founders, board officers, or a legal representative prior to formal registration or grant applications.
Final review by the board or authorized officer is recommended before any filing, banking, or grant submission.
An executive director or chief officer typically signs to accept operational responsibility and confirm that the organization's activities will follow the stated nonprofit purpose. They may also serve as the primary contact for funders and banks.
The board chair or authorized trustee often attests to the board's approval of the declaration and confirms that the signatories have authority under the organization's bylaws or founding resolution.
Exact legal name including any DBA or assumed names, matching state incorporation records to avoid mismatches during filing or banking.
A concise nonprofit mission and charitable purpose that supports tax-exempt classification and guides permissible activities.
Full legal names, titles, and addresses of incorporators, initial directors, or trustees who are signing or approving the declaration.
Reference to the bylaws or articles of incorporation and any board resolutions authorizing the declaration or signatories.
A statement whether the organization will seek 501(c)(3) or other tax-exempt status and any immediate fiscal sponsorship arrangements.
Clearly labeled signature lines with printed name, title, date, and space for notarization or witness information if required.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code |
| Signature Type | Drawn, typed, or click-to-sign |
| Notifications | CC board secretary and treasurer |
| Retention | Export signed PDF/A for records |
Confirm platform compatibility and security settings before e-submitting the declaration.
Ensure the chosen provider supports required compliance (for example HIPAA BAA where applicable) and retains a verifiable audit trail.
File with the state when incorporating or registering as required by the state secretary of state.
Provide declaration during account opening; banks may require certified or notarized copies.
Include a current declaration with grant applications; funders may request board-approved version.
Attach declaration to IRS Form 1023 or 1023-EZ as supporting documentation.
Keep signed original with corporate records immediately after execution.
Assemble mission, parties, and bylaws reference for review.
Obtain a formal resolution authorizing the declaration.
Collect signatures and notarization if applicable.
File or provide copies to banks, funders, and regulators.
A startup nonprofit prepared a mission-focused declaration for bank onboarding
A community housing nonprofit used a board-approved declaration to document landlord-tenant service scope
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |