DLB Consulting Group

DLB Consulting Group

Post-Incorporation Nonprofit Services Intake

For organizations already incorporated and requesting additional support. Share what you need so Dawn can review the scope before offering an agreement or price.

Review request only: Submitting this form does not automatically create a service agreement, approve a service, or create a fee. Dawn will review the information and determine the scope and pricing afterward. Do not upload Social Security numbers, bank account numbers, or other unnecessary sensitive information.

Client contact information

Organization details

Do not include any Social Security number.

Incorporation and IRS details

Identify the articles/certificate you have available.

Board, directors, and officers

Add each current board member, director, or officer. Use the button below if your organization has more members.

Board member 1

Share any known relationships or write “none known.”

Nonprofit activity and program information

Grant-writing readiness

DLB does not promise grant awards, IRS approval, or a fixed turnaround. Grant opportunities and decisions are controlled by the funder and the completeness of your organization’s information.

Services being requested

Select every service you would like Dawn to review. Pricing is discussed only after review.

iPostal1/iPostal.com and FreedomVoice/FreedomVoice.com are third-party providers. Any third-party charges are separate and subject to provider terms and confirmation.

Use this space if you selected Other or need to explain a selection.

Virtual address and phone setup details

Complete the relevant details if you are requesting a virtual address or business phone service.

Website or MadeThis AI project details

Existing documents and additional notes

Upload only relevant business or organization documents. Files are stored through DLB’s secure client system for Dawn’s review.

Document types included

Add any context Dawn should know about the documents you selected or uploaded.

PDF, Word, Excel, image, or text files up to 10 MB each.

No payment is collected on this form. Submission is only a request for Dawn to review your needs and documents.