Startup Solutions

Our integrated team of professionals provides a full-service, turnkey start-up “package” for new nonprofits. We will assist you with your organization’s incorporation and non-profit application and set up and provide the necessary ongoing operational support needed to get you up and running.

How we can help

  • Incorporation: We set up and take care of all the federal and state filings, in partnership with legal counsel, to get your organization off the ground.
  • Fiscal Sponsorship: We provide a sponsoring 501(c)3 organization to collect and process tax exempt donations on your behalf until your status is approved by the IRS.
  • Finance & Accounting: We manage and maintain all bookkeeping and financial reporting activity along with corporate compliance.
  • Payroll & Benefits: We process payroll, administer a full suite of health and welfare benefits, and manage all related tax and compliance matters.
  • Board Administration & Compliance: We coordinate all board meeting logistics and board communication, while ensuring governance compliance.
  • Development Operations & Research: We handle daily donation management, customize Salesforce for effective tracking, and keep your data clean and actionable. Our team streamlines operations like caging, receipting, and reconciliation, while providing donor research and wealth screening to inform major gift strategy.