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.
501(c)3 Contact Person

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* 1. 501(c)3 Contact Person

Have you chosen a name for your organization?

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

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.

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* 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.

What type of Nonprofit are you forming?

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* 6. What type of Nonprofit are you forming?

Does your Nonprofit have a website?

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* 7. Does your Nonprofit have a website?

Other Key Information Needed

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* 8. Other Key Information Needed

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

How does your organization plan on raising funds?

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

  YES NO
Email, Phone and Mail solicitations
Government and community grants
Website donations
Community Fundraisers
Personal solicitations/donations
Board of Director's (BoD) Chairperson Information

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

BoD Secretary Information

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* 22. BoD Secretary Information

BoD Treasurer Information

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* 23. BoD Treasurer Information

BoD Member

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* 24. BoD Member

BoD Membership Key Questions

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* 25. BoD Membership Key Questions

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