NOTE: This topic list is a very rough draft with no links yet to any topic pages.
Topic Index:
Organizing Documents
- Articles of Incorporation
- Certificate of Disclosure
- Affidavit of Publication
- I.R.S. Application for Recognition of Exemption
- Corporate Bylaws
- Organizational Meeting Minutes
- Unified Registration Statement
Other Documents
- Mission and Vison Statement
- Short-Range
- Intermediate & Long-Range Goals
- Detailed Business Plan
- Strategic Plan
- Marketing Plan
- Volunteer Recruitment Plan
- Fundraising Plan
- Donor Research
- Grant Research
- Proposal Writing
- Book Keeping and Financial Accounting Standards
- Ethical Standards (Code of Ethics)
- Conflict of Interest Policy
- Anti-Sexual Harassment Policy
- Operations Manual
- Volunteer Manual
- each Board Member’s Job Description
- Financial Reviews and Audits
- vDonation Substantiation and Disclosure Requirements
- Risk Management Process
- General Liability Insurance
- Errors & Omissions Insurance
- Directors & Officers Liability Insurance
- I.R.S. Annual Information Return
- State Corporation Annual Report & Certificate of Disclosure
