Phase 5-All in One Packages

Service Description

Phase 5 – Legacy Vault All-in-One Mastery for Nonprofits Ready to Thrive The Legacy Vault is the pinnacle of the Phased Legacy Map™ — where Vision-Driven Leaders step into a fully built, fully funder-ready system. It unites Formation, Compliance, Funding Infrastructure, Program Design, and Strategy into a guided partnership for lasting impact. Option 1 – The Entry Vault 12–Month Engagement – $12,500 Launch system for Founders building a Nonprofit funder-ready from day one. ⚜️ Formation & Compliance (EIN, Articles, Bylaws, IRS 501(c)(3), State Filings, Annual Tax Setup, GuideStar Registration) ⚜️ Program Design (up to 3 Programs with Narratives + Budgets) ⚜️ Grant Infrastructure – Starter Edition (25–30 Opportunities, 12-Month Calendar, LOI Template + Narrative Drafts, Digital + Physical Binder) ⚜️ Strategic Sessions (8 Zooms with Summaries + Roadmap) Option 2 – The Growth Vault 12–Month Engagement – $14,500 Expansion system for scaling Nonprofits seeking major funding. ⚜️ Compliance & Credibility (Annual Tax Monitoring, GuideStar Updates) ⚜️ Program Expansion (up to 4 Programs + Evaluation Frameworks) ⚜️ Grant Infrastructure – Comprehensive Edition (100 Opportunities, 12-Month Calendar, up to 8 LOIs + 8 Drafts, Binder) ⚜️ Google Drive System (Research Database, Funder Log, Tracking, Repository) ⚜️ Strategic Roadmap (Zooms, Summaries, Growth Strategy) Option 3 – The Pinnacle Vault 18–24 Month Engagement – $18,500 For Leaders demanding the highest level of Strategy, Infrastructure, and Funding Readiness. ⚜️ Compliance & Credibility (IRS + State Monitoring, Optimized GuideStar Profile) ⚜️ Program Mastery (6 Programs with Narratives, Budgets, Evaluation Tools, Partner Templates) ⚜️ Grant Infrastructure – Premium Edition (75+ Opportunities Quarterly, 18–24 Month Calendar, up to 12 LOIs + 12 Applications, Advanced Budgets, Premium Binder + Digital System) ⚜️ Strategic Partnership (Quarterly Board Calls, Summaries, Dashboards, Submission Tracking) ⚜️ White-Glove Guidance (Executive-Level Consulting, No Outsourcing, Led Personally by Sandy Tyrrell)