Course curriculum

  • 1

    Student Orientation Video (DIY 501c3 Application Process)

  • 2

    Video - 501c3 Application Process (all inclusive)

    • Video - 501c3 Application Process
  • 3

    Welcome Letter to SERVE-U Students!

    • Welcome Letter to SERVE-U Student
    • 501(c)3 Application Digital Toolbox
  • 4

    501c3 DIGITAL TOOLBOX

    • DIY 501c3 eWorkbook (SERVE-U)
  • 5

    FEDERAL-LEVEL FILING

    • Lesson Plan and Home Study #1
    • How to Apply for a FEIN
    • How to Apply for a D.U.N.S. Number
    • How to Apply for a eVerify Number
    • Form 1023EZ - Instructions
    • Form 1023EZ Eligibility Worksheet
    • Form 1023EZ - Streamlined Application for Recognition of Exemption Under Section 501(c)(3)
    • Form 1023 - Instructions
    • Form 1023 - Application for Recognition of Exemption Under Section 501(c)(3)
    • Form 1023EZ (Example)
  • 6

    STATE-LEVEL FILINGS

    • Lesson Plan and Home Study #2
    • Article of Incorporation (Example)
    • Bylaws (Example)
    • Name Reservation (Example from State of Georgia)
    • State Corporation Filing (Example from State of Georgia)
    • State Charitable License (Example from State of Georgia)
    • Statement of Financial Position (Example for State of Georgia Charities)
  • 7

    LOCAL-LEVEL FILINGS

    • Lesson Plan and Home Study #3
    • City New Business License (Example from City of Atlanta, Georgia)
    • SAVE Affidavit and eVerify Affidavit (Example from City of Atlanta, GA)
  • 8

    NEW PROGRAMS & THE FIRST BUDGET

    • Narrative Descriptions of Your Activities
    • Narrative Description of Your Activities (Example from College Clinic)
    • Program Budget Template