Set up your organization

One path, in order. Every step says where to go, what done looks like, and why it matters. Your progress is saved with your organization and shows the same everywhere.

Sign in to see your organization's own progress here. Sign in → No organization yet? Signing in creates one in a minute.

The path, in eight phases

This is the full guide, written for the person who runs the organization. Once you are signed in, this page turns into your own checklist with each step ticked off as the platform sees it done.

1

Identity: who your organization is

Where
My Organization, then Profile & branding and Organization type
Done when
Legal name, EIN, address, letterhead, signer and organization type are saved.
2

Governance: your board on the record

Where
Board Management, then Members; My Organization, then Who does what
Done when
Every board member is listed with a role and a working email; Treasurer and Secretary are filled.
3

Compliance: your calendar of obligations

Where
Compliance Tracker; HR Management, then Core Policies
Done when
Your state and filing status are set and your core policies are in the Document Library.
4

People: staff and volunteers

Where
My Organization, then Invite members; HR Management; Volunteer Management
Done when
The people who help you run it each have a seat and the modules they need.
5

Supporters: members and donors

Where
Donor Management, then Import; Membership, then Levels (if you have members)
Done when
Your real donor list is in and sample records are cleared.
6

Fundraising: turn the money on

Where
My Organization, then Online donations; Financial Management, then Settings and Budget
Done when
Stripe is connected, the fiscal year is set, and a budget exists.
7

Communication: reach your people

Where
My Organization, then Email; Marketing
Done when
Your email tool is connected and the first newsletter has gone out.
8

Your rhythm: the ongoing cadence

Where
Needs your attention; Board Management; Financial Management; Compliance Tracker; Impact and Outcomes
Done when
You clear what needs attention weekly, reconcile monthly, and check filings quarterly.

The long-form version of each phase is at the Nonprofit Setup Guide, and the printable checklist at the Nonprofit Walkthrough Checklist.