The Ultimate DIY 501(c)(3) Application Process

1
Student Orientation Video (DIY 501c3 Application Process)
- Student Orientation Video (501c3 Application Process) FREE PREVIEW
2
Welcome Letter to SERVE-U Students!
- Welcome Letter to SERVE-U Student
- 501(c)3 Application Digital Toolbox
3
VIDEO GUIDE - Fast Forward to the Training Modules
- Video Tutorial Guide
4
Video - 501c3 Application Process (all inclusive)
- Video - 501c3 Application Process
5
501c3 DIGITAL TOOLBOX
- DIY 501c3 eWorkbook (SERVE-U)
6
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
- ATTENTION!! The UEI# Replaced the DUNS # in April 2022
- How to Apply for a eVerify Number
- How to Obtain the UEI#
7
IRS Forms: 1023-EZ and the 1023 Long Form
- Form 1023EZ Eligibility Worksheet
- Form 1023EZ - Instructions
- Form 1023EZ - Streamlined Application for Recognition of Exemption Under Section 501(c)(3)
- Form 1023EZ (Example)
- Form 1023 - Instructions
- Form 1023 - Application for Recognition of Exemption Under Section 501(c)(3)
8
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)
9
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)
10
NEW PROGRAMS & THE FIRST BUDGET
- Narrative Descriptions of Your Activities
- Narrative Description of Your Activities (Example from College Clinic)
- Program Budget Template