Establishing Your Organization

Nonprofit organizations have a unique and essential role to play in the policy process.  For those interested in establishing an organization, we have gathered a collection of resources including forms, sample applications for recognition, template bylaws, sample grant agreements, sample governance policies, and more.

Benefits of Obtaining 501(c)(3) Tax Exemption

Overview of the benefits that 501(c)(3) organizations enjoy as well as a brief description of the overview process.

Sample 1023 Form: Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code

View our sample 1023 Form: “Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code.” You can also use the new online interactive IRS tool to help you correctly complete and submit IRS Form 1023.

IRS Form 5768

This form is used to make the 501(h) election.

Sample 1023 Attachment

A narrative, sources of support, officers and directors, etc., for a 501(c)(3) corporation.

Sample 1023 Articles of Incorporation

Sample Articles of Incorporation language for a 501(c)(3) corporation.

Sample 1023 Bylaws

Sample bylaws for a 501(c)(3) corporation.

Sample 1023 Conflict of Interest Resolution

Sample conflict of interest language for a 501(c)(3) corporation.

Sample Agreement for Allocation of Costs and Reimbursement of Expenses between 501(c)(3) and 501(c)(4)

Sample agreement for allocation of costs and reimbursement of expenses between 501(c)(3) and 501(c)(4) organizations.

Sample Grant Agreement from 501(c)(3) to 501(c)(4)

Sample language for a grant from a 501(c)(3) to a 501(c)(4).