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How to Register a Non-Profit Organization in 6 Steps

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How to Register a Non-Profit Organization in 6 Steps

Starting a non-profit organization can be rewarding. Besides serving the community, it can also help you fulfill your philanthropic goals. The difficulty, however, is in getting it running and ensuring sustainability.

Registering and sustaining a non-profit requires planning, organization, and strategic execution. This post discusses how you can register your non-profit organization in six easy steps.

Unlike other businesses, which are created to make profits, non-profit organizations need to file a 501(c)(3), which is the IRS code that allows for tax exemption. This is one of the most crucial steps in this process that makes non-profits different from other organizations.

Here’s a six-step process on how you can get your non-profit organization up and running.

How to Register a Non-Profit Organization: A Step-By-Step Guide

You’ll need to set up your non-profit business in a way that you’ll impact your target group of people and attract funding.

Let’s look at how you can do so in detail.

1. Research Business Purpose and Need

Before you register your non-profit organization, you need to be clear on its purpose and ensure you’re serving a valid need.

Knowing what you want to accomplish with your organization will help you attract funding and find support, workers, and volunteers more easily. It’ll also serve as a source of inspiration that will keep your business going.

Part of finding the need and purpose of your business includes having a financial plan in place. You need to know how much it’ll cost to get your organization off the ground.

This includes basic infrastructure, initial filing fees, the costs you’ll incur to get permits (if any), and the ongoing financial cost for sustainability.

Being clear on your purpose will also make it easy for you to decide which type of NGO you should start. Here are some categories you can explore.

  • Charity
  • Religious
  • Educational
  • Scientific
  • Social activism and political lobbying
  • Sports

2. Name Your Organization

This is a crucial step for any business, as your business name will represent your public image. You need to pick a name that’s unique and one that reflects your organization’s values, mission, and purpose.

You can use a descriptive name but be careful not to make it too long as it should be easy to memorize as well. But if you still choose a long name, make sure you use abbreviations.

To ensure your business name is unique, check with your state’s filing agency. You can also ensure the domain isn’t already in use, even before creating a website, to avoid complications in the future.

Depending on your state, you’ll be required to add Corp., ltd., LLC, or co. abbreviations in your company name.

3. Build a Solid Foundation

Here, you conduct a series of activities to build the base of your non-profit organization. The first requirement is appointing a board of directors. These are the people who will be in charge of controlling the operations of your non-profit as soon as you register it.

Therefore, you’ll need to analyze them by skill and define their roles. Part of your board should consist of people with finance and marketing skills and another with legal expertise.

Then, find board members with experience in the field your non-profit will operate in. Some states require you to list member names in the incorporation documents.

Second, you’ll need a mission and value statement to provide direction and motivation to your organization.

This is also the step where you create your non-profit’s bylaws that will determine how your management operates. Your bylaws spell out items such as your meetings, rules governing director appointments, and so forth.

4. File Your Incorporation Documents

Incorporation is how you get your state to recognize your non-profit as a legal business. You’ll submit certain documents to your state’s filing office in this step and wait for their approval.

Usually, the state’s filing office is your Secretary of State’s office. However, this differs by state, so make sure you confirm the same for your state.

Now that you have a suitable name, a board of directors, and bylaws, you need to include these details along with other required incorporation documents.

The fees you incur to register in your respective state will vary.

Every non-profit business also requires a Registered Agent, much like other forms of business. So, you’ll also need to appoint a qualified Registered Agent during incorporation.

You’ll also need your Employer Identification Number (EIN) to start your non-profit. You can file your Tax ID or EIN with the IRS. This will ensure that you can transact legally in your state and track your financial activities.

5. File for Tax Exemption/501(c)(3)

Tax exemption is not taken care of during incorporation. It’s an independent step all non-profit organizations have to take after they’re registered legally.

Here, you file a form with the IRS within the first few months of your operation to get exempted from federal taxation. There are different forms for each type of tax exemption status.

You’ll need legal help to determine where your organization falls. Luckily, online platforms that provide incorporation services can take care of this process for you. Incfile is one such organization that can help. Check out GovDocFilling’s Incfile Review for more information.

The form you end up filling out will determine the fees you’ll pay for this process and the type of tax exemption. So, make sure you get it right.

6. Maintain Continuous Compliance

You’ll need to check with your local government to see if there are any further legal filings you need for tax exemption. Then, review the IRS requirements on how to maintain your tax-exempt status.

For instance, you’ll need to fill out forms like Form 990 to show your finances, processes, and activities when filing your annual returns with the IRS. You’ll also need to keep a record of your payroll, worker’s compensation, unemployment taxes, withholding tax, etc.

Every state also requires that you file annual reports. Some states have rules regarding fundraising, special permits, and licensing.

For instance, you may need to register before starting a fundraiser or get special licensing if you’re operating in healthcare. Be sure to check those out before starting any activities.

Ready to Register Your Non-Profit Organization?

Despite its benefits, registering a non-profit organization can be daunting. Hopefully, the information in this post acts as your guide and makes things a little easier.

In addition to this essential information, you’ll need to get expert help to get the ball rolling, both legally and financially. This way, you’ll make no mistakes with the tax exemption application or ongoing compliance.

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How To Make Your Next Thought Leadership Program a Success

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How To Make Your Next Thought Leadership Program a Success

In the late 1990s, I searched the internet (yes, it existed) to figure out what people meant by the relatively new concept of thought leadership connected to corporate branding.

Since then, I’ve developed thought leadership campaigns for many global brands. And, today, nearly every B2B marketer uses thought leadership in their content marketing strategy.

But despite its effectiveness and staying power, the concept still isn’t well understood – nor is it used to its potential.

What is thought leadership really?

Business leaders and marketers slap the “thought leadership” label onto a lot of marketing activities. Some narrowly define it. Others, as Forrester principal analyst Lisa Gately did at Content Marketing World, define it as  “an intentional exercise of knowledge, skills, and expertise to increase awareness, elevate perception, and drive preference related to key issues that an audience cares about.”

To me, thought leadership shouldn’t be defined too narrowly or too expansively. Thought leadership is the strategic and well-planned coming together of original research and compelling, purpose-built marketing content to engage a defined audience.

Some use my definition more specifically for “industry thought leadership” because it captures macro trends affecting business and works for existing and prospective clients.

#ThoughtLeadership is the well-planned coming together of original research and compelling marketing #content for a defined audience, says @JanieJaniehulse via @CMIContent. Click To Tweet

But the goal remains the same: to position your company as an authority on a topic by providing useful insights independent of your brand’s products and services.

In other words, don’t approach thought leadership as a commodity, reducing it to listicles or unsubstantiated infographics, as fellow writer Jonathan Crossfield warns. Thought leadership is not a single interview with a CEO, a webinar about new solutions, or a blog article about a product.

Thought leadership in content marketing relies on original or novel research. It combines the rigor of an independent academic study with the sizzle of a targeted ad campaign. It’s difficult to pull off and often takes a village of researchers, analysts, writers, editors, UX specialists, digital designers, videographers, IT managers, project managers, and media strategists.

Example: Oral health brand Haleon supported a fantastic thought leadership piece – the Health Inclusivity Index (registration required) produced by The Economist Group. It brings together professionals from around the world to build a program that combines both substance and sizzle. It combines data, case studies, and multiple content formats to create a go-to thought leadership resource on the topic.

1679570073 281 How To Make Your Next Thought Leadership Program a Success

Boost your credibility and be useful

Regardless of the means, well-planned and executed thought leadership campaigns educate the target audience on broader macro trends and relevant implications for their business. But let’s face it; executives are busy people looking for ways to propel their businesses forward and bolster their own knowledge bank and expertise. They don’t need an overly prescriptive narrative; they want easy-to-understand thought leadership with helpful key takeaways.

Executives don’t need overly prescriptive narratives. They want easy-to-understand #ThoughtLeadership with helpful takeaways, says @JanieJaniehulse via @CMIContent. Click To Tweet

Example: The 53-page report, Opportunity 2030: The Standard Chartered SDG Investment Map, serves this purpose for the British multinational bank (Standard Chartered) and is supported by Oxford Analytica research. It crystalizes and visualizes the research findings related to UN Sustainable Development Goals. It even provides figures for private sector investment opportunities in 15 countries in Asia and Africa.

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Tether thought leadership to business outcomes

The more targeted, substantive, and useful the thought leadership, the more apt the content can generate leads. LinkedIn’s B2B Institute recommends a nearly even budget split between lead generation and brand building in marketing. Thought leadership programs can help achieve both goals. They can earn brand attention from new companies or firms venturing into new areas. Thought leadership programs also can set the stage for the sales process, especially given almost three-fourths of B2B buyers in a 2020 study engage with at least three pieces of content before ever talking with a salesperson. Plus, a new thought leadership piece is a good reason for the sales team to contact past clients and new prospects to share it.

#ThoughtLeadership helps a marketing budget in two ways – awareness and lead generation, says @JanieJaniehulse via @CMIContent. Click To Tweet

Example: Well-designed thought leadership programs garner more attention through media distribution and awareness-building events while generating relevant business leads. Insurer Willis Watson Towers does both with its annual Political Risk Index. Visitors can peruse a content hub featuring a summary of the research, access a visually impactful e-book, and register to receive the full report, which was gated to capture leads.

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Expand beyond the PDF format

Marketers often anchor thought leadership programs in a longer-form report underpinned by new research. But the distribution of those findings doesn’t have to be limited to that report (often in the form of a PDF). They can be shared at events big and small. Your brand’s speaker could incorporate them in a presentation at a conference, or your company could host in-person or virtual events with prospects and clients to exchange the value and let your reps build relationships and strike up conversations.

Your thought leadership program should live on the company’s website or its own landing page hosted by a third-party publishing partner to add validation and exposure. It can be chopped into visually engaging short-form content assets to share and consume on social media easily. The research findings can inform derivative multimedia content pieces like videos, films, or podcasts. Doing so allows you to meet the audience where they are with content formats they want to consume.

I really like Rob Mitchel’s VARK acronym to ensure your thought leadership appeals to all learning styles:

  • Visual – infographics, animations, data visualization
  • Aural – podcasts, audio interviews
  • Read/write – long-form reports, short-form content, written opinion pieces, case studies
  • Kinesthetic – webinars, client events, conferences, workshops

Example: I worked on a program for the Project Management Institute’s Brightline Initiative to bring thought leadership to the stage during the World Economic Forum at Davos in 2018 and 2019. The resulting panel discussion Humans 2.0: Designing and implementing a future-proof strategy, hosted by The Economist Events, took place live at the event.

Then, the team evolved the in-person presentation into three content pieces for the Brightline Initative website  (as you can see in the screenshot below):

  • A video of the full panel discussion
  • A shorter video showing the highlights
  • Video commentary featuring the Brightline Initiative’s executive director.

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Find your secret to successful thought leadership

What’s the secret to conjuring content that doesn’t get dismissed in the cacophony? Before you begin, consider your objectives, your audience, and how you want the audience to react to the insights shared. With that understanding, you can bring together a smart team to consider the ideal brand positioning, associated trending themes, and potential research hypotheses worthy of exploration.

In other words, do some brand soul-searching and find the white space you can fill. Consider the white space as your playground. Shaping it takes a bit of work. Happily, that effort usually is just a search away. Systematically Google key terms related to your project and to see what pops up. Track the results to see players and patterns emerge. Then, you can find where your unique point of view fits within the coverage. That unique point grounds your white space.

Don’t stop short

The Edelman Trust Barometer is the gold standard for thought leadership programs, given its longevity and impact. For more than 20 years, Edelman has put forward annual research on the influence of trust across society — government, media, business, and non-government organizations. In doing so, the company has led the conversation and driven results for its business.

You don’t need to put in 20 years to produce well-founded original ideas, but you must invest for the long haul.

The most successful thought leadership campaigns I’ve worked on were long-term, multi-year engagements. The marketers approached publishing partners 12 to 18 months before launch. These larger projects often require longer upfront conversations to define and refine the theme and research hypotheses. That’s not to say you can’t whip up a strong thought leadership engagement in five to seven months, but that usually happens after the upfront brand and theme work exists.

When you take the time to identify your topic areas, conduct the research, and produce multiple content assets, the thought leadership you produce will be more likely to attract attention. It will have a better opportunity to gain awareness among an executive audience.

Executives spend an average of two hours every week on thought leadership content, according to a 2021 IBM survey. Given that thought leadership informs 80% of CEO buying decisions, according to the same survey, your program also will position your brand for quality leads.

Thought leadership programs have worked well for decades, but understanding what they really involve and how they can work for your brand – and, more importantly, your target audience – will allow your content to stand out in a sea of misunderstood, misused, and unhelpful thought leadership.

If you have an idea for an original article you’d like to share with the CMI audience, you could get it published on the site. First, read our blogging guidelines and write or adjust your draft accordingly. Then submit the post for consideration following the process outlined in the guidelines.

In appreciation for guest contributors’ work, we’re offering free registration to one paid event or free enrollment in Content Marketing University to anyone who gets two new posts accepted and published on the CMI site in 2023.

HANDPICKED RELATED CONTENT:

Cover image by Joseph Kalinowski/Content Marketing Institut



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The ROI of Digital Accessibility

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The ROI of Digital Accessibility

The author’s views are entirely his or her own (excluding the unlikely event of hypnosis) and may not always reflect the views of Moz.

In a recent AudioEye survey of 500 business leaders and web professionals, 70% said that “cost” was their main concern when it came to digital accessibility. Many of the respondents also thought they would have to rebuild their website from the ground up in order to deliver an accessible browsing experience.

This perception of digital accessibility as a cost center without an easy remedy is one of the reasons that just 3% of the internet is accessible to people with disabilities, despite the 1.3 billion people globally who live with a disability.

In this post, I discuss three benefits of digital accessibility — and hopefully, make a case for why inclusion isn’t just the right thing to do, but a huge business opportunity.

Three reasons to prioritize digital accessibility

Many business leaders are aware of the risk of non-compliance with the Americans with Disabilities Act (ADA) and other accessibility legislation. Over the last few years, there has been a record number of digital accessibility lawsuits. More companies are receiving demand letters or being taken to court over alleged violations under the ADA. And when that happens, other business leaders pay attention.

What business leaders don’t always consider is the opportunity that digital accessibility represents, whether it’s reaching more potential customers, building a more inclusive organization, or improving the browsing experience for all users — not to mention search engines and voice assistants.

1. Digital accessibility is not an edge case

Illustration of two piles of monetary bills. On the left, $1.9 trillion the income of people with disabilities. On the right, over $10 trillion the combined income of their friends and family.

One of the biggest misconceptions about digital accessibility is that it’s some sort of edge case. In fact, people with disabilities are the largest minority in the United States.

In the United States, one in four adults lives with some type of disability. That number goes even higher when you include temporary disabilities, like broken limbs or short-term impairments following surgery or medical treatments.

According to the Global Economics of Disability 2020 report, people with disabilities control $1.9 trillion in disposable income, globally. That number reaches over $10 trillion when their friends and family are included.

By designing for accessibility, you can make your website and digital experiences work better for everyone.

2. Accessible design is good for everyone

At its core, digital accessibility is all about eliminating barriers that can prevent people from browsing your website.

By following the best practices of accessible design, you can help ensure that everyone can interact with your digital content — regardless of age, disability, or any other factor.

For example, the World Wide Web Consortium’s (W3C) Supplemental Guidance to WCAG 2 includes best practices for clear and understandable content, such as:

  • Avoiding double negatives, such as “Time is not unlimited.”

  • Using short sentences with one point per sentence.

  • Putting the key takeaway or objective at the start of a paragraph.

  • When possible, using bulleted or numbered lists.

The goal of these recommendations is to remove confusion for people with dyslexia and other learning disabilities. But it could just as easily be a general writing best practice.

Every user can benefit from simple, direct language that removes friction and gives them a clear next step. It’s the foundation of any conversion-optimized website — and it just happens to overlap with the best practices of accessible design.

3. Digital accessibility supports discoverability

There’s also a clear overlap between accessibility and discoverability. For example, sites with clear, descriptive headings — the same kinds of headings that make navigation and comprehension easier for people with disabilities — are also easier for search engines like Google to crawl.

Because of this, there’s strong evidence that Google rewards accessibility when ranking websites. In fact, its Webmaster Guidelines — which outline the best practices that help Google to find, index, and rank your site — read like accessibility guidelines — and often correlate directly with WCAG.

Accessible websites are also beneficial to users who access websites with voice search. According to the Google Mobile Voice Study, 41% of US adults and 55% of teens use voice search daily. Businesses with websites that are optimized for voice search, have a better chance of being discovered and used by potential customers.

Making the business case for digital accessibility

Illustration of monetary bills in front of a web page.

The first goal of any digital accessibility initiative should be to deliver an inclusive experience to everyone who visits your website. Not only is it the right thing to do, but it can help you reach a market that’s traditionally been underserved.

However, it’s important to note the other benefit of building an accessible website: greater conformance with accessibility standards like the Web Content Accessibility Guidelines (WCAG), which are used to assess a site’s compliance with the ADA.

Based on recent guidance from the Department of Justice, it’s clear that businesses of all sizes are expected to meet accessibility standards like WCAG in order to comply with the ADA.

When you calculate the ROI of digital accessibility, you should factor in that the cost of defending a digital accessibility lawsuit — or even settling a demand letter — can often surpass the cost of making your website accessible.

By taking a more proactive approach to digital accessibility, you can comply with the law while also turning a requirement into an opportunity to grow your business and deliver an inclusive experience to every customer.

As you invest in digital accessibility, it’s worth measuring your progress over time. To get started, you can use a free accessibility checker to assess your website’s accessibility — and then see how it improves as you implement accessibility best practices.

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How to Edit a PDF [Easy Guide]

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How to Edit a PDF [Easy Guide]

If you regularly send PDF files over the internet, knowing how to edit PDF files quickly will make your life a lot easier.

PDF, short for portable document format, is a type of digital file that allows you to send content that is readable by other users regardless of what software they use to view the file. And in order for PDFs to adapt to various viewing platforms, the file’s text and images can’t easily be modified once packaged into a PDF.

But it’s not impossible.

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