Assign a Contact Person – We would like to have a contact person within the company who is knowledgeable about the affairs of the organization. This person would be responsible for submitting all the required information to our 501c3 Online Processing Center. This person should be proficient with downloading documents from the internet, saving and opening email attachments, and attaching documents to email messages.
Internet Access & Email Account – In order to expedite the delivery of documents, we require the client to have access to the internet, Adobe Acrobat Reader (available free of charge at www.adobe.com ) and an email account.
Mail service is available upon request. An additional fee of $50 will be required to cover the additional costs of assembling documents, instructions, etc. for mail delivery.
Financial Information – The client will be responsible for providing financial statements for up to four years and/or a two-year budget. As we review the organization’s financials, additional detailed information may be requested.
List of Assets – The client must provide a list of assets, purchase price, and dates purchased for all assets the organization owns.
Payment of Fees – The client is responsible for payment of fees in a timely manner. Full payment must be received before we submit the final application.
Submission of Documents in a Timely Manner – The client is responsible for submitting the required documents within a timely manner. We expect that the project will be completed within 60 days. However, if the client abandons the project and does not respond to our requests for information after 90 days, the project will be terminated.