The Phased Legacy Map™
Your Journey from Vision to a Fully Funder-Ready Nonprofit. Each Phase Builds on the Last, Creating a Clear Path to Launch, Compliance, Funding Readiness, and Long-Term Impact.
Phase 1 – Legacy Foundation
Starting Your Own Nonprofit-Tier Package Options Available
We handle every detail of launching your Nonprofit — no handoffs, no missed forms, no stress.
With a strong Foundation, you’re planting roots that will grow for decades.
What’s Included:
⚜️ EIN, Articles, Bylaws, and IRS 501(c)(3)
⚜️ State-Level Filings and Registrations
⚜️ Fully Compliant Launch System designed for long-term success
⚜️ Support with Clarity, Precision, and no delays
Phase 2 – Legacy Builder
IRS Filings, QuickBooks, GuideStar Setup & 1-Hour Strategy Call
We establish the Infrastructure funders expect — from Annual Filings to QuickBooks and GuideStar setup — keeping you credible, transparent, and in good standing.
What’s Included:
⚜️ Annual IRS 990/State Filings & Attorney General Reports
⚜️ GuideStar Charity Profile Setup & Optimization
⚜️ QuickBooks Chart of Accounts Setup for Nonprofits
⚜️ Compliance & Financial System Stabilization
⚜️ 1-Hour Strategy Call w/Sandy Tyrrell
Phase 3 – Legacy Restoration
Reinstatement Assistance: IRS & State Tier Package Options Available
If your status is Revoked, we bring it back. From Streamlined Filings to complex Reinstatements, we handle every IRS form, Reasonable Cause Letter, and missed return — restoring your compliance and credibility.
What’s Included:
⚜️ Streamlined or complex IRS filings (Forms 1023/1024)
⚜️ Reasonable Cause Narratives (when required)
⚜️ Up to 5–7 years of Tax Filings included (additional years available)
⚜️ Full Guidance from Start to Reinstated Status
Phase 4 – Legacy Catalyst
We take you from “Funding hopeful” to “Funder-ready.” With curated Funding Searches, Narrative refinement, and Compliance Support, we scale your Nonprofit’s reach and credibility.
Grant Infrastructure & Readiness System™ Tier Package Options Available
What’s Included:
⚜️ Grant Strategy Sessions & Multi-Application Support
⚜️ Narrative Refinement + Competitive Positioning
⚜️ Scaling Program Design and Advanced Reporting
⚜️ Google Drive Grant Infrastructure System
⚜️ Roadmap for Long-Term Funding Partnerships
Phase 5 – Legacy Vault
All-In-One Master
The Ultimate Done-for-You System: Formation, Compliance, Grant Infrastructure, and Funding Readiness — delivered as one Complete Ecosystem. Your Nonprofit, fully built and ready to thrive.
What’s Included:
⚜️ Full Formation (EIN, Articles, Bylaws, IRS 501(c)(3), State Filings)
⚜️ Annual Compliance Systems Built-In (IRS + state)
⚜️ Full Grant Infrastructure & Readiness System™ (Funding Search, Narratives, Nonprofit Binder)
⚜️ QuickBooks + GuideStar setup
⚜️ Grant Strategy Sessions + Scaling Roadmap
⚜️ Exclusive “done-for-you” build-out with everything connected and Funder-Ready