The Process

From donation to documentation — we walk with you.

Whether you're structuring your purpose-driven work for the first time or deepening your protection, this process ensures you're covered from start to compliance.

Register for a free presentation
Step 01

Make your $7,500 donation

Your tax-deductible donation activates your full membership and sets everything in motion. This single step unlocks your complete legal structure, education, and support.

  • Tax-deductible donation receipt
  • Immediate membership activation
  • Access to dedicated support team
Step 02

Complete your intake form

We gather the information needed to build your custom structure. Our guided intake process ensures nothing is missed — step by step, with support at every turn.

  • Guided digital intake
  • Support team available for questions
  • Secure data handling
Step 03

Receive your complete setup packet

Your complete legal packet includes everything you need: 508(c)(1)(A) entity, EIN, bylaws, meeting minutes templates, banking documents, and board resolution templates.

  • 508(c)(1)(A) entity formation
  • EIN registration
  • Bylaws & meeting minutes templates
  • Banking appointment support
  • Board resolution templates
Step 04

Access the secure member vault

Your personal portal with all documents, educational videos, live class recordings, templates, and compliance tracking tools. Everything in one place, available 24/7.

  • Secure document vault
  • Educational video library
  • Live class recordings
  • Downloadable templates
Step 05

Stay in compliance with ongoing support

Our 12-month education series, monthly group sessions, and attorney and CPA access ensure you stay compliant and confident as your structure grows.

  • 12-month education series
  • Monthly group sessions
  • Attorney & CPA access
  • Compliance tracking tools
Step 06

Evolve and expand your legacy

As your calling grows, your structure grows with it. We don't just set you up — we walk with you every step of the way, for the long term.

  • Ongoing member support
  • Structure expansion guidance
  • Community of like-minded members
  • 1-year member guarantee
What You Get

We don't leave you after setup.

Lawful Foundation

  • 508(c)(1)(A) structure setup
  • EIN registration
  • Entity documents
  • Donation acknowledgment letter
  • Bylaws & board templates

Compliance & Education

  • 12-month education series
  • Compliance tracking tools
  • Member vault & video library
  • Live class access
  • Monthly group sessions

Ongoing Support

  • 1-year member guarantee
  • Dedicated support team
  • Attorney & CPA access
  • Step-by-step guidance
  • Banking appointment support

Ready to get started?

Your lawful structure is waiting. One donation starts the process.

Make your donation and get started