Corporate Name
Exact legal name as it will appear in Articles of Incorporation and on IRS filings; consistency prevents banking and registration delays and is required for state filings.
A well-drafted Nonprofit Corporation Agreement reduces legal risk, supports IRS tax-exemption review, and creates predictable governance. It clarifies board powers, member rights, and asset-distribution on dissolution, which helps preserve 501(c)(3) or other tax-exempt status and demonstrates fiduciary controls to donors and regulators.
In practice, organizations coordinate these roles to ensure formation, tax filings, and state charity registrations are consistent and timely.
Exact legal name as it will appear in Articles of Incorporation and on IRS filings; consistency prevents banking and registration delays and is required for state filings.
Specific charitable or nonprofit purpose language that aligns with the intended 501(c) classification; overbroad or inconsistent language can complicate tax-exempt applications.
Number, terms, appointment/removal rules, and quorum/voting thresholds for directors; include officer roles and delegation authorities to reduce ambiguity.
If members exist, define admission, voting rights, meetings, and procedures; nonprofits without members should state that fact clearly to avoid misinterpretation.
Specify that remaining assets will be distributed to another 501(c)(3) or qualified nonprofit consistent with state law and IRS requirements to protect tax-exempt status.
Conflict-of-interest procedures, indemnification for directors/officers, and standards for related-party transactions to demonstrate fiduciary safeguards.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel by role |
| Authentication | Email, SMS code, or stronger KBA |
| Reminders | Automatic notifications and expirations |
| Storage | Secure PDF with audit trail |
Ensure retained copies include a tamper-evident signed PDF, audit trail, and any notarization certificates required by the filing jurisdiction.
File with Secretary of State as soon as incorporation is approved; state timelines vary.
Apply to IRS immediately after formation to open bank accounts and hire staff.
Submit Form 1023 or 1023-EZ when seeking charitable tax-exempt recognition; do not delay if tax-exempt status is required.
File Form 990 annually; due the 15th day of the 5th month after fiscal year-end (IRS).
Registration and renewal deadlines differ by state; many require annual reports and fees.
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | No | No | No | No |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |