How It Works


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:
Preparing and filing your Articles of Incorporation
Securing your official EIN from the IRS
Completing and filing your IRS 501(c)(3) application
Preparing bylaws, board resolutions, and organizational documents
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:
Organizational name and mission
Board member information
Address and contact details
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
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:
EIN creation
State incorporation
IRS 1023-EZ application
IRS determination tracking
You’ll receive updates such as:
“Your EIN has been issued.”
“Your Articles of Incorporation were submitted.”
“Your 501(c)(3) application is under review”
“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.

