The Elephant in the Room: Preparing For Your State Charity Solicitation Registrations & Renewals

I am absolutely neurotic about being prepared.  I won’t even start a task unless I know “How to do it” and “What the outcome will be when I am done”.  Heaven forbid if something unexpected happens while in the middle of that task because I will just throw my hands up in the air and scream “That’s it!! I can’t do this!!  It’s too much!!  So this is how I am going to help you eat an elephant one bite at a time.  My mom loves to tell me that when I start freaking out about something being too difficult.

Be Prepared:

The following list will help you chew through your charity registration process one bite at a time:

  • EIN Number – Federal Tax Identification Number
  • Business Structure – Articles of Incorporation or Organization
  • Tax Exempt Status – Copy of your 1023 or Exemption Letter from the IRS
  • Purpose and Activities – Mission Statement
  • Copy of your most recent tax return or budget (if this is your organizations first year)
  • List of Board of Directors, Executives and Key Personnel
    • Addresses, Phone Numbers, Email Addresses, Salaries
  • List of Chapters, Branches and Other Offices
    • Contacts, Addresses, Phone Numbers, Email Addresses
  • List of Paid Fundraisers (Paid Solicitors, Fundraising Counsel, Commercial Co-ventures)
    • Contacts, Addresses, Phone Numbers, Email Addresses

Now Begin!!

Sign into your account and get started!!  If you don’t have an account sign up to get started, your first state is free!! Well at least our fees are free you will have to check the state resources and notes for theirs!!

Read Part 2: The Elephant in the Room: Preparing for Your State Charity Registrations