This is a slide presentation on how to get your nonprofit up and running.

1. Melanie M. Swift, MNM
Director of Nonprofit Services
CharityNet USA
Chris Romero
Marketing Coordinator
HBIF Meeting 12-09
CharityNet USA
info@CharityNetUSA.com

2. • CharityNet USA: A “One-stop” resource
center for nonprofit organizations and
foundations nationwide!
• Key Speaker: Melanie M. Swift, MNM

3. • Will the webinar slides be available
for download? Yes
• Will the webinar be recorded and
available on-demand? Yes
– Recorded Webinar Available At:
• http://www.charitynetusa.com/webinararchive/in
dex.php

5. I. Starting a Nonprofit Overview
II. Articles of Incorporation
III. Bylaws
IV. Board Development
V. Conflicts of Interest
VI. Tax Exemption

6. • Treat it like a business
• Develop a Plan
• What is my
advantage?
• What makes my
organization unique?
• How will I Sustain?
• Know the Facts!

7. • Governing Document, aka Charter
• Legally forms the corporation with the
state
• Identifies the organization’s purpose
• Sets out the basic operating
framework for the organization
• Provides limits to organizational
activities

8. • Operating constitution
• Outlines more specific measures than
does AOI
• Details board procedures
• Defines elections, term limits, quorums,
etc.
• Should be reviewed and revised
regularly

9. • Guardians of the public trust
– Built in protection, ensuring public
purposes are being carried out.
– An effective board makes it possible for
the staff to focus upon day-to-day mission
fulfillment.

10. • Legally and financially ensuring the
conduct of the nonprofit
organization
• Defining the organization’s
mission, goals, and objectives
• Public accountability and creation
of public value

11. • The Activities of a Board Include:
• Mission Statement Development
• Policymaking
• Executive Director supervision
• Committee appointment
• Reputation Enhancement

12. • Additional Activities Include:
• Manages the organizations funds
• Assists in developing annual budget
• Makes personal financial contributions
• Assesses its own performance
• Engages in long term strategic planning

13. • Board Members DO NOT:
• Become involved in day to day
operations of the organization
• Hold owner’s equity in any organization
assets
• Receive compensation or salary for
their Board duties

14. • Must have a minimum
of 3 members on the
Board of Directors
• Must have a minimum
of 51% that are
independent
• Should represent a
cross-section of the
community served.

15. In most cases
board members
cannot be held
personally
responsible for
legal action
against the
organization.

16. • Policies developed to address
situations in which an insider or a
member of their family may benefit
personally from a transaction with the
organization.
• Decisions involving conflicts may still be
in the organization’s best interest.

17. • Require full disclosure of potential
conflicts.
• Requires arm’s-length negotiations.
• Removes individual with conflict from
participation in the decision and/or
vote.

18. • Setup your 501c3
• Develop Fundraising
Plans
• Start Building Awareness
of your Organization
• Begin Fundraising

20. • Do not pay federal corporate income tax.
• In most cases, do not pay state corporate,
franchise, excise, sales, and use taxes.
• Can offer individual and corporate donors
a tax deduction for their contribution.

21. • There are critical steps
that must be taken when
starting a nonprofit
organization!
• Identifying organizational
needs, a strong board
and avoiding conflicts of
interest is key in starting a
solid foundation!

22. Nonprofit
Does Not
Mean Tax
Exempt!

23. • A nonprofit must
prove that they are
both organized &
operated exclusively
for allowable
purposes.

25. • An organization must be operated
exclusively for one or more of the following
purposes:
• Religious
• Charitable
• Scientific
• Testing for public safety
• Literary
• Educational
• Fostering amateur sports
• Prevention of cruelty to children or animals

26. • Homeless Shelters • Clothing Ministries
• Soup Kitchens • Prison Ministries
• Churches • Foreign Assistance
• Outreach Ministries • Art Schools/Centers
• Private Schools • Youth Organizations
• Daycares • Little Leagues
• Museums • Low Income Housing
• Community • Senior Housing
Development • Orphanages
Organizations

27. • 501(c)(3) organizations are subject to
limitations on some specific activities,
including:
• Private benefit/inurement
• Lobbying
• Political Campaign Activity
• Unrelated Business

28. • Selling goods or services to generate income
• Not directly related to exempt purpose
• Reported and taxed on 990-T
• Certain exceptions apply
• If UBIT becomes a substantial portion of
revenue, your organization will no loner be
considered exclusively charitable

29. • Steps to Grow Your Nonprofit: 1/25/2012 3pm EST
• Fundraising Success: 02/01/2012 3pm EST
• Nonprofit Marketing: 02/08/2012 3pm EST
Register for upcoming events at:
http://www.charitynetusa.com/webinar/index.php

30. Free Flyer
(with purchase of $499)

31. • CharityNet Nonprofit Services
• 501c3 Prep
• Grant Writing
• Strategic Planning
• Website Development
• Graphic Design
• Marketing (Online & Offline)
• Bookkeeping & Accounting
• Small Business Services

32. Contact Us
• Chris Romero: Chris@bizcentralusa.com
• Melanie Swift: Melanie@bizcentralusa.com
• Visit www.CharityNetUSA.com or Call 407-857-9002
www.twitter.com/charitynetusa Facebook Fan Page:
CharityNet USA