START-UP PACKAGE



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870 Market Street, Suite 645, San Francisco, CA 94102 (800) 928-4161 Fax 877-744-4217

info@tswrobel-

Starting a new non-profit? Since 1997, T. S. Wrobel & Associates has helped hundreds of nonprofit organizations to incorporate and receive their 501(c)(3) non-profit status from the I.R.S., and their state. We have several packages to meet our clients varied needs.

COMPLETE NONPROFIT START-UP PACKAGE

1. Representatives from your organization will work with our staff to…

• Write a Statement of Purpose

• Prepare a Description of your Program Activities

• Create a Strategic Fundraising Plan

• Determine Structural Issues for the Board of Directors

• Create a 3-year Budget

• Provide Guidance on all Necessary Operational Responsibilities of a NP Corporation

2. The above information, when completed to your satisfaction, will be used to complete your organization’s…

• Articles of Incorporation

• Bylaws

• Conflict of Interest Policy

• Minutes of the First Meeting of the Board of Directors

• IRS Exemption Application

• State Exemption Application and/or Registration

• Corporate Records Book

3. We will also provide you organization with . . .

• Written Instructions on bank accounts, employee withholding and other corporate procedures.

• A free Toolkit and Reference Guide on How to Maintain your Corporate and Tax Exempt Status

Fees: T. S. Wrobel & Associates provides this startup package at an affordable set fee for basic new nonprofits, at $2,275, plus approximately $850 in costs/filing fees ($400 for organizations with annual revenue less than $10,000). More sophisticated nonprofits may require additional fees. We also provide ongoing general counsel or consulting services on an on-going retainer basis. To discuss our fees and our services, please contact T. S. Wrobel & Associates directly.

For a cost of $2,875 plus filing fees, this package includes 5 hours of ongoing legal consultation on the maintenance of your non-profit organization, after you have received your 501(c)(3) status. This is over a 50 percent discount off our normal attorney billable hour rate.

Your Next Step: To receive a free initial consultation (over the phone or in person) with no obligation, simply call Thomas Wrobel at 1-800-928-4161 or e-mail to info@tswrobel-. Our websites for your reference are TSWrobel- and

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