Initial Paperwork

1. Overview / About

• Mission & vision of the foundation
• Brief description of what the foundation does
• Key contacts (executive director, program leads, etc.)

2. Governance & Legal

• Board of Directors (roles, contacts)
• Bylaws / Charter
• IRS / 501(c)(3) paperwork
• Articles of Incorporation

• EIN Number:

• State charitable registration / license info

3. Policies

• Financial policies (spending limits, reimbursement, donations)
• Conflict of interest
• Data protection / HIPAA (if handling health info)
• Volunteer or staff handbook

4. Programs & Initiatives

• Active programs (e.g., deprescribing pilot, community outreach)
• Program guidelines / SOPs
• Impact metrics / reporting

5. Donor & Fundraising Info

• Fundraising calendar / campaigns
• Donor intake forms & templates
• Charitable solicitation licenses / guidelines

6. Financials

• Budget overviews
• Grants & funding info
• Expense tracking & reimbursement forms

7. Forms & Paperwork

• All operational forms in one place:
  • IRS docs
  • Grant applications
  • Volunteer forms
  • Event registration templates
• Could use toggles or a table of contents to organize forms by type

8. Resources & Templates

• Letter templates (thank-you letters, donor communications)
• SOP templates for recurring processes
• Training materials for volunteers or contractors