Non-Profit Formation Questions & Checklist - Priori

Non-Profit Formation Questions & Checklist

Our worksheet helps you identify key issues before talking to a lawyer
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When forming a non-profit, you’ll need a lawyer to answer all your legal questions about non-profit formation. Your non-profit lawyer can advise you to make sure you are properly classified as a public charity or a private foundation and can also help you take appropriate action to maintain your tax-exempt status. Your lawyer may ask questions about the intended activities of the organization and the membership of your board.

Prepare for your first meeting or call with a non-profit lawyer using Priori’s non-profit formation resources, including our non-profit formation worksheet. Using our non-profit formation checklist that sets forth key non-profit issues, you’ll be able to think through the most important legal questions about non-profit formation in advance of your meeting with your lawyer. You can even send your completed non-profit formation worksheet directly to your lawyer, so your lawyer can prepare in advance of your meeting and make your interaction as productive and cost-effective as possible. If needed, Priori can also connect you with a non-profit lawyer in our vetted network who can assist you with all your legal questions about non-profit formation. 

Complete these questions and we’ll email you a PDF to bring with you to your meeting with an attorney.


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Non-Profit Formation Questions & Checklist