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New Client Information Form

Thank you for trusting us to help get your nonprofit started. Please complete the information below as you would like it to appear in all legal documents.

Please note, the way names and addresses appear here will be how they appear on legal documents. Please do not type in all caps, use emojis, etc. Please complete the information to the best of your ability.

Email(Required)

Please enter the email this form was sent to.

Name of Nonprofit(Required)

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

Phone(Required)

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

Name of Incorporator(Required)

This is the name of the person who will be listed as the incorporator/founder of your organization.

First Last

Will this person also be the Registered Agent?(Required)

In many cases, the incorporator and the registered agent are the same person.

Yes

Name of Registered Agent

Full Name

Email of Registered Agent

Registered Agent Address(Required)

This is the physical address of the nonprofit in the state of incorporation where official documents can be sent and received. No PO Boxes, please! The state listed is the state where your nonprofit will be incorporated.

Street Address City State ZIP Code

Is the Registered Agent Address the same as your Incorporator Address?(Required)

Yes

What is the address of the person incorporating the nonprofit?

(Often the same as the registered agent address/principal mailing address)

Is the Registered Agent Address the same as your Principal Office Address?(Required)

Yes

Principal/Mailing Address

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

Billing Address(Required)

Same as registered agent address

Street Address City State ZIP Code

Please check the documents you already have for this nonprofit.

If you do have any of these documents, please email a copy to us!

Articles of Incorporation

Bylaws

Conflict of Interest Policy

EIN

Organizational Actions

Form 1023 or 1023-EZ

Please send the document(s) you selected above to your attorney.

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)(Required)

3 year term board members

Board Members Continued(Required)

2 year term board members

Board Members Continued(Required)

1 year term board members

Month the Board's term ends

Most often, this is either January or December, but you can select the month you'd like.

Officers

If you know which Board members will serve (or are serving) as Officers, please enter that information below. Most nonprofits are required to have a president, secretary, and treasurer.

President of the Board(Required)

Vice President of the Board

Treasurer of the Board(Required)

Secretary of the Board(Required)

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!

2021-09-02

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9100 Purdue Road, Suite 115
Indianapolis, IN 46268

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As a nonprofit ourselves, we appreciate donations to further our work for the nonprofit community

Zachary Kester

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