iMerchandisers Foundation Start-up Services


Outsourced Solution for getting your Foundation off and running!

iMerchandisers.com provides a complete array of services for the start-up of your Foundation. Beginning with drafting the Foundation organizational documents and filing Federal and State registrations to developing your branding and identity complete with a Foundation brochure and web site. We’ll even get the Foundation accounting setup for you so you can focus on services and fundraising. We offer a complete solution so you have the piece of mind that you can hit the ground running with a solid “foundation” beneath you. We handle all the details, so you can focus on what matters most, charitable giving. Services include:

 Organizational Services -
  • Preparation and filing of Federal EIN/501c3/IRS from 1023 tax exempt status and URS (Unified Registration Statement) where applicable. State Tax ID for a non-profit business.
  • Prepare the foundation organizational documents; articles of incorporation and By-laws.
  • Establish Foundation governance, including voting, nominations and notifications.
  • Prepare your draft business plan; we assist in helping you set your direction, how do you want to use your funds for charitable giving and what are the rules and guidelines managing your giving.
  • Establish a plan for compliance monitoring; ensure that all grant’s are IRS eligible.
  • Correspondence templates
  • Assist in establishing your Board of Directors.
 Branding/Identity/Web Site Package -
 
  • Develop your brand identity for your Foundation. You need to look professional when asking for donations, you need to look like an organization individuals and other businesses want to do business with.
  • Create your Foundation brochure; you need a professional marketing piece that sells your story, who you are and why you are doing what your doing.
  • Create business collateral; business cards, letterhead and envelopes
  • Create your Foundation web site; complete with Admin tools so you can self-manage the web site after going live.

   o        Accept online donations.
o        Accept online grant applications.
o        Photo Galleries
o        Events Calendar
o        Contact management and electronic marketing tools within the Admin area.
o        Online newsletter
o        Web site activity reporting available online.

 Finance and Accounting Services -

  • Setup a complete General Ledger, Accounts Receivable, Accounts Payable, Merchant Account for the Foundation.
  • Establish guidelines and procedures for all Grant making with checklists.
  • Create the most simple to use, simple to transact, and simple to report accounting system
  • Provide access via the internet or secure login or house the accounting system at the foundation offices
  • Establish process and procedures for all grant and donation transactions including audit trails.
  • Annual Report template.
  • Investment policies including Conflict of Interest policies.
iMerchandisers Client Foundations
  • EJ Henderson Youth Foundation




iMerchandisers.com of MN
6400 Flying Cloud Drive, #125
Eden Prairie MN 55344
imerchsales@imerchandisers.com
866.635-8615 Toll Free
952.544-1508 Fax
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