Phase 5 – Legacy Vault
All-in-One Mastery for Nonprofits Ready to Thrive
What the Legacy Vault Delivers:
Formation, Compliance, Program Design, Funding Infrastructure, and Strategy
12–24 Month Partnership with Sandy Tyrrell
Grant Infrastructure and Readiness System™ (Starter, Comprehensive, or Premium)
Multiple Programs with Funder-Aligned Budgets
Strategic Roadmap with Zoom Sessions and Summaries
Hands-on Consulting — no outsourcing, no shortcuts
*Vault Options*
Option 1 – The Entry Vault
⚜️ Formation and Compliance
EIN, Articles, Bylaws, Policies
IRS 501(c)(3) Approval
State Filings and Receipts
Annual Tax Filing Setup
GuideStar Profile Registration
⚜️ Program Design and Budgets
Up to 3 Fully Developed Programs with Narratives and Budgets
⚜️ Grant Infrastructure and Readiness System™ (Starter Edition)
25–30 Curated Funding Opportunities
12-Month Grant Calendar
LOI Template + Narrative Drafts
Nonprofit Binder (Digital + Physical)
⚜️ Strategic Sessions
8 Prep Sessions (Zoom Recordings + Summaries)
Customized Funding Roadmap
⚜️ Compliance and Credibility
Annual Tax Filing Monitoring
GuideStar Profile Setup and Ongoing Updates
⚜️ Program Design Expansion
Up to 4 Fully Developed Programs with Narratives and Budgets
Funder-Aligned Evaluation Frameworks
⚜️ Grant Infrastructure and Readiness System™ (Comprehensive Edition)
100 Curated Funding Opportunities
12-Month Grant Calendar
Up to 8 LOIs + 8 Narrative Drafts Written to Funder Standards
Nonprofit Binder (Digital + Physical)
⚜️ Google Drive System
Organized Research Database
Funder Contact Log
Application Tracking and Deadlines
Submission Repository
⚜️ Strategic Roadmap and Guidance
Zoom Sessions with Summaries and Roadmaps
Future Funding Growth Strategy
What This Vault Delivers:
What This Vault Delivers:
⚜️ Complete Compliance & Credibility
IRS & State Tax Filing Monitoring
GuideStar Profile Setup, Optimization & Ongoing Updates
Compliance Tracker (IRS/State)
⚜️ Program Design Mastery
6 Fully Developed Programs with Narratives, Budgets & Evaluation Frameworks
Partner Templates and Funder-Aligned Reporting Tools
⚜️ Grant Infrastructure & Readiness System™ (Premium Edition)
75+ Curated Funding Opportunities (Refreshed Quarterly)
18–24 Month Grant Calendar
Up to 12 LOIs & 12 Full Grant Applications (Written & Submitted)
Advanced Budget Templates, Evaluation Frameworks & Narrative Drafts
Premium Nonprofit Binder + Advanced Digital System
⚜️ Strategic Roadmap & Ongoing Partnership
Quarterly Board Strategy Calls + Zoom Recordings
Email Strategy Summaries & Funding Roadmap Notes
Live Dashboards & Submission Tracking Sheets
⚜️ White-Glove Guidance
No Outsourcing — Every Element Led Personally by Sandy Tyrrell
Executive-Level Consulting for 18–24 Months