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What to do in your first 12 months!

What you will learn

To develop a quarterly checklist of key activities to work on soon after becoming a nonprofit 501(c)(3) organization

Prepare a nonprofit corporate binder for board meeting

How to conduct your initial board meetings and properly vote in directors

Which board committees may be needed for your organizations

Which insurance policies are available for nonprofit organizations

Why nonprofit internal controls are important for nonprofit organizations

Which 3 planning documents are vital for nonprofits

What to look for when bringing on new board members

When to develop a new fiscal year budget

How to get ready for federal grants

What should go in a grant proposal

Where to find free grant lists and other nonprofit resources

Description

Welcome!

Starting a nonprofit 501(c)(3) organization is a major decision that requires significant forethought before and after you receive IRS tax exemption. As a nonprofit founder and or new board member, you will likely have questions that you already know to ask or seek answers for, and there will be questions that you don’t even know to ask! That is exactly why this training course was developed; to help you find your way during your first 12 months of becoming a nonprofit founder or board member.

About this Course

Nonprofit Essentials 101: What to do in your first 12 months is a product of more than 25 years of working both in the nonprofit and and for-profit sectors. This course highlights what nonprofit public charity founders and leaders must do in their inaugural year, at a very basic level, to build and sustain a nonprofit that is compliant and sustainable.  Many nonprofit founders have never owned a business, rather, they are simply people with a “Big-Amazing-Heart” for balancing societal norms.  This course helps those who are considering establishing a U.S. nonprofit public charity or those who have recently taken this huge step to plan for success in the nonprofit sector.

This course seeks to equip nonprofit founders and leaders, and anyone else with an interest in a nonprofit public charity, with strategies and techniques that can support the development of your new organization. This course identifies best practices in order for nonprofits to not only survive but thrive in a growing sector that welcomes about 6,000 newly registered U.S. nonprofits EVERY month!  During our time together, I will share how to best prepare for your first board meeting; board responsibilities; the type of nonprofit insurance that you may need; and internal controls that help to mitigate fraud within an organization.  I will also give attention to planning documents to help you build your case for funding; resources to help you further your mission, board expansion and composition tips; budgeting; applying for grants, and so much more!

Dispelling Myths


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Many believe that the nonprofit public charity should not and cannot not legally earn a profit. To the contrary, a nonprofit public charity is a business, and generating income for the business is integral to its sustainability.  Others believe they can form a nonprofit and obtain full funding immediately without doing the hard work of laying a solid foundation or even starting their program and tracking success.  While this is certainly possible, it is highly unlikely.  This course will address these sort of myths.

At the conclusion of this course, it is my sincere hope that you feel inspired to lead the organization that you’ve always dreamed that you would one day lead. You have everything it takes to succeed. This course is just your reminder!

Who this course is for:

This course is for nonprofit Founders, Executive Directors, Board Members, Staff of Nonprofits, Volunteers of Nonprofits, Funders, and others with an interest in U.S. nonprofit public charities.

This material would not be helpful for a person exclusively looking for guidance for a for-profit business.

English
language

Content

Introduction

Course Disclaimer
Course Primer
Course Objectives
How to Get the Most Out of This Course

Quarterly Planning

INTRO TO QUARTER 1 : Preparing Your Corporate Binder
Your First Board Meeting
Nonprofit Board Committees
Resources & Program Development
Nonprofit Insurance
Nonprofit Internal Controls
INTRO to QUARTER 2: Strategic Support
Program Operations
Generating Money For Your Nonprofit
INTRO to QUARTER 3: Launch Your Program
Nonprofit Planning Documents
Implement Your Funding Plan
Nonprofit Professional Development
INTRO to QUARTER 4: Board Expansion
Season for Budget Development
Getting Ready for Federal Grants

Nonprofit Compliance

Nonprofit State and Federal Compliance
Charitable Registration
Nonprofit Support

Concluding Thoughts

Bonus Lecture 1: Nonprofit Support
Bonus Lecture 2: Applying for Grants!
Concluding Thoughts