Your Strategy Session Has Been Scheduled!
Three Things to Maximize Our Call
1
Come prepared with a clear vision and your nonprofit goals for the next 6-12 months.
2
What do you see as your biggest obstacle holding you back from reaching your 6-12 month goals?
3
What needs to change for you to blow past your current obstacles and reach your goals in 6-12 months?
Frequently
Asked
Questions
Please review the information below as it answers most frequently asked questions. This way we can focus on your vision during our call.
Click the arrowhead to expand the list and see exactly what you're getting!
What's Included in Each 501(c)3 Package:
Not incorporated yet? No worries! We'll handle this for you, and it's included in your package. Government filing Fees not included, and will appear at checkout.
- Prepare and File Articles of Incorporation in your State (if applicable)
- Provide IRS-required "Dissolution Clause" and "Charitable Purpose" Language
- Search Your State Name Database and Verify Business Name Availability
- Attorney-Drafted Bylaws Customized for Your Organization (as applicable)
- Obtain Federal Tax ID (also know as EIN Number) from the IRS
- Already taken one or more of these steps? We'll review your documents for a smooth IRS 501(c)3 Approval!
Avoid IRS 501(c)3 approval delays with a carefully assembled IRS Form 1023 Tax-Exempt Application Package, including IRS-required addenda and policies.
- Complete & Submit Form 1023 Application for Tax-Exempt Status
- Complete IRS 1023 Schedules (as applicable)
- Prepare & Submit IRS-Friendly Conflict of Interest Policy
- Structure & Edit IRS Form 1023 Narrative of Activities (applies to Enterprise)
- Prepare and Submit IRS Form 5768 for 501(h) election (as applicable)
- Deluxe Table of Contents and Cover Sheets (helps accelerate IRS file approval)
The tools, templates, and training you will receive is light years ahead of any other available on the Internet. We don't want you to just start, we want you to succeed!
- Board of Directors Resolution Document Template (Pre-filled for your first board meeting!)
- Consent Form for Appointment - to help you recruit your Board of Directors
- Memorandum on Retroactive Deductibility - raise money now, before you receive your IRS Approval letter
Prepare Racial Non-Discrimination Policy (as Applicable) - Board Management Training - How to Run a Board Meeting in 30 Minutes or less
The tools, templates, and training you will receive is light years ahead of any other available on the Internet. We don't want you to just start, we want you to succeed!
- Expedited IRS Application Packaging & Processing
- Full Review/Phone Consultation with Your Personal 501(c)(3) Concierge
- Our Staff Manages any & All "IRS Additional Information Requests" (don't try these at home alone folks!)
- Memorandum on Retroactive Deductibility - allows fundraising before you receive IRS Approval letter
- 100% Money-Back IRS 501(c)3 Tax-Exempt Status Approval Guarantee
- 6-Months Access to "Ask us Anything" Monthly Live Interactive Video Webinar
- 90 Days Email Support, unlimited updates & "how-to's" on our blog
In Summer 2019, you will receive a bonus invitation to our Nonprofit Startup Accelerator learning portal, covering all a nonprofit founder needs to know!
- Email Notification of Future Filings Due & Important "Due Dates"
- 1-Year Secure Cloud Storage Backup for all Documentation
- 1-Year Access to our online Nonprofit Accelerator (everything you need to run your nonprofit!)
- Fundraising Video Training with Templates, Tools & Downloads
- Board of Directors Management Training with Agenda (Video & Downloads)
- Compliance & Annual Maintenance Video Training
- Running Your Nonprofit "Back-Office": Management Tools Training
Learn more about which package below is
best for your organization
There are two paths to IRS 501(c)3 Tax-Exempt Status:
if you are like most new nonprofits, starting with moderate revenues of LESS than $50,000 per calendar year in your early startup phase.
if you are confident, you will raise MORE than $50,000 per year, or if you are starting a school, church, or hospital.
Chances are, if you have paid staff, rent a space, or a significant funding source you’ll break above $50,000, but most organizations remain below it in the first three years.
Many customers ask,
“What if we raise more or less than $50,000?”
Don’t worry! The IRS relies on a "scouts' honor" system here - there is no penalty for actual revenues or expenses being different than what you estimate. You will simply report the amount raised to the IRS in May of the following year.
For organizations projecting donations of less than $50k (or unknown amount) in any of initial three years
$877
or $317 x 3
For organizations anticipating bank deposits (of any kind) of MORE than $50k in any of initial three years
$1497
or $547 x 3
Accelerate Your Organization's Success by adding Customized Assessment Plus 6 Months Training & Coaching in Fundraising and Capacity Building.
$4997
Government Filing Fees Not Included and subject to change without notice. Incorporation Filing Fees vary by state & are paid upon checkout. IRS fees may be paid at time of purchase, or later prior to submission.
Our Enterprise 501(c)3 process saves an average 6 months from "normal" IRS average approval time, so you can confidently fundraise months sooner, keep your supporters engaged, and focus on your mission! Note: Churches and Schools must purchase Enterprise Package.
200% IRS Approval Guaranteed
We deliver results, not promises. We confidently offer this guarantee, because we carefully vet every element of your IRS Application for Tax-Exempt Status, assuring it meets our strict standards.