New Client Information Form

Please note, the way names and addresses appear here should be how they appear on your current legal documents. Please do not type in all caps, use emojis, etc. Please complete the information to the best of your ability. If you’d like help with the form, please see our video tutorial here.

"*" indicates required fields

Email*

Please enter the email this form was sent to.

Name of Nonprofit*

If your organization is not yet legally established, this is what you'd like the full legal name of your organization to be.

Phone*

In case we need to reach you about your nonprofit's project with us.

Billing Address*

Street Address Address Line 2 City State ZIP Code

Principal Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

(Often the same as the mailing address, this can be a P.O. Box in some states)

Please check the documents you already have for this nonprofit.

Articles of Incorporation

Bylaws

Conflict of Interest Policy

EIN

Determination Letter

Please upload your Articles of Incorporation (and any Amendments), Bylaws, Conflict of Interest Policy, EIN Confirmation Letter and/or Determination Letter.*

Drop files here or

Max. file size: 50 MB, Max. files: 10.

Please upload all of these documents you have. If there are any you do not have, but have been filed, please let us know. If you have any trouble with it, let us know.

Fiscal Year*

When does your fiscal year begin and end?

Board of Directors

Please list your Board of Director's first and last names below in three equal groups (if possible). Please separate names by a comma. Board members in the first box will have a 3 year term. Board members in the 2nd box will have a 2 year term and board members in the final box will have a 1 year term. (initially) You must have at least 3 board members.

Board Members (First and Last Names only)*

Officers

Please list your board officers below. Most nonprofits are required to have a president, secretary, and treasurer.

President of the Board*

Vice President of the Board

Treasurer of the Board*

Secretary of the Board*

Additional Information/Notes

Please do not put questions in this field. Please send questions directly to your attorney via email. This field is for any additional context about your mission, purpose language, structure, and organization.

Thank you for completing this form. We'll begin your paperwork and we'll be in touch if we need any other information from you!

Name

This field is for validation purposes and should be left unchanged.