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Our Premium Planning Solution for Serious Nonprofit Leaders
You Bring the Mission. We’ll Help With the Roadmap.

Whether you’re starting from scratch or realizing your existing nonprofit needs a stronger foundation, SurePLAN helps you get clear on where you’re headed and how to get there.

Every nonprofit leader has a
"Day One."

Maybe yours was the moment you first decided to start a nonprofit organization. Or maybe it was years ago, when your nonprofit officially began—long before you understood how much structure and strategy matter. Too many leaders, new and seasoned, jump into forms and filings without aligning mission, structure, and strategy first. That’s how good ideas stall, or great missions lose momentum. SurePLAN gives you the clarity and direction to build (or rebuild) with confidence.

Before you take your next big step, it’s worth asking:

Can I explain our mission in one sentence?
Do I know exactly who we serve and how we reach them?
Are our programs and purpose crystal clear to someone outside our circle?
What gaps or blind spots might hold us back in the next year?
If the IRS or a major donor asked why we operate the way we do, would I have a confident answer?

If these questions feel new, that’s exactly why proper planning matters.

Most leaders don’t think to ask these questions until a gap, mistake, or missed opportunity forces the issue. SurePLAN puts them on the table now and works through them with you so you can see exactly where you stand, what’s missing, and how SurePLAN can help.

What Is SurePLAN™?

SurePLAN is our subscription-based, guided planning process for new and existing nonprofits that helps them focus on their mission and vision and ensures their organization’s foundation is solid.

For startups, it’s the pre-work that ensures your formation plans are compliant, IRS-ready, and set up for long-term success.

For existing nonprofits, it’s a strategic checkup: refining your mission, sharpening your structure, and ensuring your paperwork reflects the organization you’ve become.

Either way, you walk away with a plan you can trust.

Build a strong foundation and turn your mission into a structured, IRS-ready plan.
With SurePLAN™, you get:

AI Reference Tools

Get clarity on who should be on your board—and what they’re supposed to do. Our smart reference tool walks you through roles, responsibilities, and expectations, helping you avoid common mistakes and confusion.

Preparedness Guides

These bite-sized guides help you tackle foundational topics with focus and strategy. From defining your key objectives to clarifying your services, these guides keep your planning on track.

Preparedness Checklists

Clear, practical checklists that show you exactly what needs to happen—and in what order. Ideal for keeping yourself (and your vision) organized and forward-moving.

Educational Video Library

Short, jargon-free videos that explain the essentials of forming and running a nonprofit. Watch on your own schedule and come back anytime you need a refresher.

Preparedness Guides

These bite-sized guides help you tackle foundational topics with focus and strategy. From defining your key objectives to clarifying your services, these guides keep your planning on track.

Compliance Evaluation Guide

A simple but powerful tool to check how well your idea aligns with IRS expectations. This early compliance litmus test helps prevent challenging surprises down the road.

Budget Templates

Professionally designed spreadsheets to help you plan, track, and adjust your budget with clarity. These templates are flexible, founder-friendly, and ready for real nonprofit use.

Sample Operations Guide

An editable starter document to help you define how your nonprofit will function day-to-day. Use it as a blueprint for staffing, systems, and strategic alignment.

Sample Financial Templates

Access real-world templates used by successful nonprofits. These samples help you prepare for board reviews, grant proposals, and startup financial planning.

Sample Chart of Accounts

Start with a properly structured financial foundation. Our sample chart of accounts is built for IRS compliance and day-to-day usability—no guesswork required.

Sample Policy Templates

Save time and ensure legal coverage with attorney-reviewed policy templates. Customize them to your organization’s needs and launch with confidence.

IT Guide for Nonprofits

No tech background? No problem. This guide gives you a nonprofit-specific overview of what software, tools, and infrastructure you actually need—without wasting time or money on the wrong solutions.

Plus, access to our exclusive

Members Only Community

Our private community is built for nonprofit leaders who want connection and clarity. Inside, you’ll find crafted coursework, peer conversations, and early access to resources and events that move your mission forward. It’s a supportive space to ask questions, share wins, and learn from others walking the same path.

Exclusive Learning Platform

A full-featured online learning hub designed for new nonprofit founders and long-time pros. Built to grow with you, this coursework platform will sharpen your skills, deepen your understanding, and expand your operational skills over time.

Industry Leading Knowledge Base

Our proprietary, cutting-edge Knowledge Base isn’t a generic help center. It’s the highlights of decades of IRS interactions, compliance insights, and nonprofit best practices distilled into one trusted resource.

$49

per month

Want to Get SurePLAN for Free?

A complimentary subscription is provided with every SureSTART™ Complete and SureCOMPLY™ engagement. Click the link to each to learn more.

Get Your Membership Now!
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