Client Questionnaire

Please note that these are general questions that apply to most organizations. Depending on your organization’s specific activities, additional information may be necessary.

* 1. 501(c)3 Contact Person

* 2. Have you chosen a name for your organization?

* 3. Please give us a brief summary about the purpose of your organization.  What are the programs you will be offering, and to whom? Please give specifics. Describe the Who, What, When, Where, and How for each planned activity.

* 6. What type of Nonprofit are you forming?

* 7. Does your Nonprofit have a website?

* 8. Other Key Information Needed

* 9. Has your organization ever received a state government grant, or not?

* 10. Has your organization visited and/or plans on visiting countries outside the United States?

* 11. Do you have a the Board of Director's (BoD) members bio or resume?  If not, when will they be available?

* 13. How will you make people aware of your organization and its programs?

* 14. Will the organization purchase any goods or services from members of the board?  If yes, please provide feedback in the comment block.

* 16. Will you have a paid staff? If so, please describe who, for what positions, and how much.

* 17. How much do you believe your organization's income will be in:

* 18. Do you believe your Nonprofit will make more than $10,000 per year for any of the next 3 years?

* 19. What specific expenses will the organization incur in operating these programs?

* 20. How does your organization plan on raising funds?

Email, Phone and Mail solicitations
Government and community grants
Website donations
Community Fundraisers
Personal solicitations/donations

* 21. Board of Director's (BoD) Chairperson Information

* 22. BoD Secretary Information

* 23. BoD Treasurer Information

* 24. BoD Member

* 25. BoD Membership Key Questions