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
