Nonprofit Planning

Are You Sure You Want to Set Up a Nonprofit?‍ ‍A candid self-assessment for anyone considering starting a nonprofit — covering the regulations, the financial trade-offs, and the realities of fundraising and leadership, plus a few easier paths worth considering first.

Mission, Vision & Impact Worksheet - a practical worksheet for nonprofit founders and mission-driven organizations to clarify their purpose, long-term vision, values, beneficiaries, programs, and intended impact.

Establishing a 501(c)(3) in Massachusetts- A complete, step-by-step guide to legally forming a nonprofit in Massachusetts — covering directors, by-laws, incorporation, federal tax-exempt status, state registration, and sales tax exemption, with links to every form you'll need along the way.

Nonprofit Bylaws Template‍ (editable) ‍A standard 501(c)(3) bylaws template covering board governance, officer roles, meetings and voting, indemnification, and dissolution — ready to customize with your organization's name and purpose. Recommended for review with an attorney before adoption.

A Simple Nonprofit business Plan - A practical guide to creating a strategic plan that builds real support for your organization — covering who to involve, what questions to ask, and exactly what belongs in the final document.

Comprehensive Nonprofit Strategic Plan A full business-plan-style guide for nonprofits ready to go deeper — covering market research, organizational structure, marketing, financials, and a complete appendix checklist, plus the stakeholder questions worth asking before you write a word.

Budget Development Worksheet for Non-profits

Grant Readiness Checklist - a practical checklist for nonprofits and mission-driven organizations preparing to apply for grants.

Reinstating a 501(c)(3) with the IRS A step-by-step guide for nonprofits that lost their tax-exempt status after missing three years of Form 990 filings — covering which reinstatement path applies to your organization, what to file, and where to send it.

No Margin, No Mission: Favorite Sayings for Non-Profit Leaders (blog)

The Government Provides $6 Billion in Grants Each Year for Small Businesses(blog)