What is the Clear Track Nonprofit Exempt 501c3 System?
At CNH & Associates, we take the guesswork out of starting and managing your nonprofit, giving you the peace of mind that every step is handled with care, expertise, and precision. Focus on your mission while we provide the clarity and direction you need.
Below is the detail chart that outlines the Clear Track 501c3 System process, with a focus on the specific services offered, the key actions involved, and how our nonprofit consultant supports each step of the system.
The comprehensive support provided by the Clear Track 501c3 System, ensures that our clients are well-equipped to establish a successful and
impactful nonprofit organization.
With over 26 years of experience in nonprofit consulting, we bring deep knowledge and proven strategies to guide you through the complex formation process, ensuring compliance and success. They have created nonprofits under every kind of charitable types. They excel in forming public charities and private foundations.
We offer personalized, hands-on guidance tailored to your specific needs, providing you with the confidence and clarity to navigate each step of the nonprofit formation journey. We complete work for you and with you.
From developing your mission and vision to filing for 501(c)(3) status, we cover every aspect of nonprofit formation, so you don’t have to worry about missing critical details.
Our streamlined processes and meticulous attention to detail ensure that your applications and documents are completed accurately and efficiently, reducing the risk of delays or rejections. Expert knowledge complex procedures and
We help you brainstorm innovative and diverse fundraising ideas that resonate with your community, ensuring a strong financial foundation for your nonprofit’s growth. Created plans that raised thousands to millions.
We take the guesswork out of nonprofit formation, providing clear guidance and support so you can focus on your mission without the stress of navigating legal and administrative hurdles.
CNH has a team of professionals from Accountants, CPA, Legal support, and Grant writers, Student Loan Forgiveness Experts and Graphic and Website support. C Nicole is an industry expert, speaker, and author.
Our clients trust us because of our 100% approval rating for nonprofit formation. We have successfully helped organizations across the country achieve their goals, and we are committed to doing the same for you.
Here’s a detailed chart that outlines the Clear Track 501c3 System process, with a focus on the specific services offered, the key actions involved, and how our nonprofit consultant supports each step of the system. The comprehensive support provided by the Clear Track501c3 System, ensures that our clients are well-equipped to establish a successful and impactful nonprofit organization.
Seq. | Steps | Key Actions | How the Nonprofit Consultant Supports |
---|---|---|---|
1 | Dream Assessment | Evaluate the client’s vision for their nonprofit, including long-term goals and desired impact. | Facilitate in-depth discussions to clarify the client’s vision and provide guidance on aligning their dreams with realistic goals. |
2 | Research and Prayer in Choosing a Name | Engage in thoughtful consideration, research, and prayer to choose a meaningful and unique name for the nonprofit. | Conduct name availability searches, provide suggestions, and offer spiritual and strategic insights into name selection. |
3 | Identify the Type of Nonprofit | Determine whether the nonprofit should be public, private, or a hybrid private organization based on the mission and goals. | Advise on the best structure (public, private, hybrid) for the nonprofit, explaining the implications of each choice. |
4 | Identify Board Members & Requirements | Decide on the type and number of board members required to effectively govern the nonprofit. | Assist in recruiting and selecting qualified board members, ensuring they meet legal and strategic requirements. |
Seq. | Steps | Key Actions | How the Nonprofit Consultant Supports |
---|---|---|---|
5 | Strategize with the Client | Develop a comprehensive plan for launching and sustaining the nonprofit, including goals, timelines, and key milestones. | Provide strategic planning sessions, helping to map out a clear and actionable roadmap for the nonprofit's future. |
6 | Development of Supporting Documents | Create necessary documents such as bylaws, policies, and job descriptions, and governance structures. | Draft, review, and finalize all required documents, ensuring they are legally compliant and aligned with the nonprofit’s mission. |
7 | Identify the Type of Nonprofit | Determine whether the nonprofit should be public, private, or a hybrid private organization based on the mission and goals. | Advise on the best structure (public, private, hybrid) for the nonprofit, explaining the implications of each choice. |
8 | Identify Board Members & Requirements | Decide on the type and number of board members required to effectively govern the nonprofit. | Assist in recruiting and selecting qualified board members, ensuring they meet legal and strategic requirements. |
Seq. | Steps | Key Actions | How the Nonprofit Consultant Supports |
---|---|---|---|
9 | Answering Application Questions | Complete the application process by answering 30 to over 100 questions required for state and federal filings. | Provide expertise in answering complex application questions, ensuring accuracy and completeness to avoid delays or rejections. |
10 | Expertise in Application Process | Apply specialized knowledge to correctly fill out and submit formation and tax-exempt applications, avoiding common mistakes. | Offer hands-on assistance with application forms, bringing years of experience to ensure correct and efficient completion. |
11 | State Entity & Tax Exempt Applications | File for state entity status and complete tax-exempt applications, ensuring compliance with all requirements. | Handle the entire application process, from state registration to 501(c)(3) submission, simplifying the process for the client. |
12 | Domain and Name Searches | Perform domain searches and ensure the selected nonprofit name is available and aligns with the organization’s brand. | Conduct thorough domain and name availability checks, helping clients secure a strong online presence. |
Seq. | Steps | Key Actions | How the Nonprofit Consultant Supports |
---|---|---|---|
13 | Budget Preparation | Prepare a detailed budget that outlines expected expenses and revenues, ensuring financial sustainability. | Assist in creating realistic and comprehensive budgets that support the nonprofit’s strategic plan and operational needs. |
14 | Abstracts for Long Forms | Write abstracts and summaries required for long-form applications and documents. | Craft compelling abstracts that accurately represent the nonprofit’s mission and objectives, ensuring clarity and impact. |
15 | Mission, Vision, and Core Values Development | Define and refine the nonprofit’s mission, vision, and core values during interactive sessions. | Lead customized sessions to articulate and document the nonprofit’s mission, vision, and values, aligning them with strategic goals. |
16 | Hands-On Customized Sessions | Offer personalized, hands-on guidance throughout the nonprofit formation process, rather than leaving the client to figure it out. | Provide one-on-one support, removing guesswork and ensuring every step is completed correctly and confidently. |
Seq. | Steps | Key Actions | How the Nonprofit Consultant Supports |
---|---|---|---|
17 | Removing the Guesswork | Simplify the formation process by offering expertise and insights, eliminating confusion and uncertainty for the client. | Take full responsibility for guiding the client through each step, ensuring they know what is needed and how to achieve it. |