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Nonprofit Client Intake Form

Please fill out this form to the best of your ability and let us know if you have any questions. We will be in touch if we need more information.

If different from legal
Executive Director
Name, Email Address, Phone Number
  • {name}
Fiduciary Contact
Name, Email Address, Phone Number
  • {name}
Board Treasurer
Name, Email Address, Phone Number
  • {name}
Other Board Member(s)
Name


N, EZ, 990, ETC
Number of Employees on Payroll
  • {name}
State Registered
List of states, start date, and entity name below
  • {name}
If in Orleans, do you have an occupational license?
List below if other
Upload your 501c(3) exemption form here
Attach file
Drop files here

Do not submit passwords through this form. Report malicious form