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Getting Started Checklist

Free For Charity — Getting Started Checklist

One page, three phases — everything a new charity gathers and does on the way to a free domain, email, and website. Print it (this page is print-formatted) or work through it on screen; each item links to the guide that explains it.

Before you apply

  • EIN and IRS determination letter located (pre-501c3: formation documents). Confirm your 990 filings are current.
  • Three .org name ideas, in order of preference. Domain guide
  • Board aware and one person named as FFC point of contact.
  • Details of any existing domain, website, or email accounts written down.

During onboarding

  • Application submitted via Help for Charities. What happens next
  • Microsoft for Nonprofits registration started. M365 email guide
  • DNS verification codes sent to FFC when Microsoft displays them.
  • MFA turned on for every new mailbox. Security guide
  • Logo, photos, mission text, and program descriptions sent for the site build.
  • Site draft reviewed and launch approved.

After launch

  • Candid profile claimed and seal earned; live seal embed added to your site. GuideStar guide
  • Google for Nonprofits + Ad Grants claimed. Guide
  • Fee-free donation form live. Zeffy guide
  • Shared passwords in a password manager; leaver process agreed.
  • Annual 990 deadline on the organization’s calendar.

Free For Charity · freeforcharity.org · EIN 46-2471893 — questions? freeforcharity.org/contact-us