Presentation on fundamental knowledge and processes for starting a sustainable non profit organization

1. Asking the Right Questions:
NPO Startup & Sustenance
John J. Luke, Jr.

2. What is the CAUSE that’s being supported?
❏ What services will NPO provide in advancing
this cause?
❏ Mission statement should reflect 501(c) 3 requirements
for IRS determination of tax-exempt status
Mission ?

3. Strategic Business Plan??
● Mission Statement
● Fundraising
● Foundation/ Ops
● Communications

4. PLAN for Resource Funds ?
Where will the funding sources be?
a/k/a “ Jerry: ‘Show me the Money!’ “
Fundraising Plan that details:
1. target audiences,
2. tactics & timelines
3. objectives/ $ goal

5. NPO Foundation Organized ?
❖Legal filings? YES.
❖An engaged BOTs*? Better be.
❖BOTs* role & firm commitment?
YES.
❖CEO & Chairman lead this effort

6. Communications Plan ?
Who are the Audiences?
Benefactors
Grantors
Business underwriters/ sponsors
Volunteers
❏ What are the communications tactics?
❏ Who has the expertise and responsibility?

7. Legal Requirements ?
❏ Articles of Incorporation/ Registrations
❏ Establish By-Laws
❏ Corporate Governance
(Leadership & committees):
➔Finance, Operations, Development, etc.

8. Set up for Good Recordkeeping ?
Electronic records are a MUST !
➢Accounting & Finance (audits/ Form 990)
➢Outcomes measurement: quant & qualitative
➢Prospects & Donors
➢Grantors
➢Progress/ status reports

9. Asking the Right Questions:
NPO Startup & Sustenance
John J. Luke, Jr.
610-909-8906 phone/ text message