Coached Formation

Get Clarity on Your
Nonprofit Formation.

Talk to a formation specialist in 20 minutes and walk away with your exact roadmap, for free.

Plus, get the following bonus resources sent to your email:

State-specific incorporation cheat sheet

Formation Cost Calculator

Key document templates

Schedule Free Strategy Call

And get valuable resources right to your inbox.

No commitment required • No spam

Here's Exactly What You'll Learn

On your free strategy call, we'll cover:

Your Custom Formation Roadmap

Get a step-by-step plan tailored to your state and organization type. No more guessing what comes next.

Which IRS Form You Need

1023-EZ or Standard 1023? We'll assess your situation and tell you exactly which form to use and why.

Realistic Timeline & Costs

Know exactly how long it will take and what it will cost (including hidden fees most people miss).

How to Avoid Costly Mistakes

Learn the top 5 mistakes that cause IRS rejections and how to avoid them from day one.

State-Specific Requirements

Every state is different. Get your complete checklist of what your state requires beyond the IRS forms.

Answers to Your Questions

Come prepared with questions. This is your chance to get expert answers specific to your situation.

Why Most People Struggle

(And how we make it easy)

❌ Without a Clear Plan

⏱️ Waste 40+ hours researching confusing IRS guidelines
💸 Risk rejection and having to start over (months of delays)
📅 Miss important deadlines you didn't know existed
😰 Struggle with no one to ask when questions arise
🔄 Second-guess every decision along the way

✅ With Our Free Roadmap

⚡ Follow a proven step-by-step plan (no guesswork)
✓ Know exactly what to do and in what order
� Get all the templates and checklists you need
💬 Ask questions during your free strategy call
🎯 Move forward with confidence and clarity

Ready to Get Your Custom Roadmap?

Enter your info above to get instant access to your formation roadmap, state checklist, bonus resources, and schedule your free strategy call.

Takes 30 seconds • 100% Free • No Commitment

Get Started Now

Frequently Asked Questions

Yes! 100% free. We'll review your specific situation, clarify which IRS form you need (1023-EZ vs Standard 1023), discuss your timeline, answer your questions, and create a personalized action plan. You'll leave with complete clarity on your next steps.

You'll be redirected to a page where you can schedule your free strategy call. We'll also send links to specific resources for your state directly to your email so you have it for reference.

Nope! You can download your resources first, review them, and schedule your call whenever you're ready. The booking link will be in your email and on the thank you page.

We do offer paid coaching and done-for-you services, and we'll mention them if they're a good fit for your situation. But there's zero pressure. Many people use our free resources and DIY their formation successfully. Our goal is to help you succeed, whether you work with us or not.

Get Clarity on YourNonprofit Formation.