600 E. Carmel Drive, Suite 112, Carmel, Indiana 46032
317-749-0591 317-749-0591

Not-for-Profit Organizations

Here are some of the matters I can help you with.  I will meet with you in person (no charge for our first meeting) to see what you need and how I may be able to help you.

  • Filings with the Indiana Secretary of State to form your not-for-profit organization
  • Preparing and filing the IRS Form 1023 to be granted tax-exempt status (most people typically think of this as becoming a 501(c)(3) organization so that the organization is not subject to income tax and so that donations to the organization are tax deductible, but there are other tax-exempt categories)
  • Filing with State revenue departments so that the organization is not subject to sales tax on its purchases
  • Help you determine if your organization will be a public charity or a private foundation (most people typically think of a not-for-profit as a public charity)
  • Will your organization have members or not?
  • How will the board of directors be established, operated, and maintained?
  • Regulatory requirements/registrations as to asking/soliciting for donations
  • Contracts for speaking engagements
  • Website, publishing a book, copyrights, public relations arrangements
  • Adopting ethics and other policy guidelines for your organization
  • Annual meetings
  • Please contact me to talk or to set an appointment. I don’t charge for our first meeting.


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