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How It Works

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In 4 Simple Steps

If you want full support and guaranteed compliance year after year, the Umbrella Program is the best long-term option.

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Step 1 Understand the Program

Our team walks you through exactly what your formation includes:

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Preparing and filing your Articles of Incorporation

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Securing your official EIN from the IRS

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Completing and filing your IRS 501(c)(3) application

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Preparing bylaws, board resolutions, and organizational documents

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Sending email updates at every milestone

You’ll know when each filing is submitted, approved, or requires a follow-up — full transparency.

Step 2 Complete the Nonprofit Intake Form

Your custom intake form provides the information needed to file your nonprofit correctly:

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Organizational name and mission

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Board member information

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Address and contact details

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Program descriptions

All information is securely captured and stored through HubSpot.

Step 3 Submit Payment

To launch the formation process:​

One-Time Setup Fee: $2,000 or $1,300 with eligible partner universities

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Covers all state and federal formation filings.

Step 4 We File Everything & Keep You Updated

From this point forward, we handle every filing on your behalf:

From this point forward, we handle every filing on your behalf:

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EIN creation

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State incorporation

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IRS 1023-EZ application

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IRS determination tracking

You’ll receive updates such as:

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“Your EIN has been issued.”

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“Your Articles of Incorporation were submitted.”

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“Your 501(c)(3) application is under review”

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“Your nonprofit has been approved by the IRS.”

Every document is emailed to you and stored in your client file for easy access.

Frequently Asked Questions

Simple answers. Clear guidance. Real support.

Questions?

Get the right guidance with an account specialist by your side.

* We’ll process your paperwork and then send it to the Secretary of State, who’ll form your business. Our Actions processing time is based on business days and doesn’t include Secretary of State processing times, which can vary. State filing fees may include expedited service, if applicable.

† After 14 days, your card will automatically be charged $30. The service is renewed automatically each month, and your card will be billed for the service price (currently $30). You can cancel online. For more details, please see our Subscription Terms.

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Certified Nonprofit

501(c)(3)

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Start Your Nonprofit 501(c)(3) Today

Get expert help to form your nonprofit and apply for tax-exempt status—no legal degree required.

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