Step 1: Determine your organization’s tax-exempt purpose. As an example, the Internal Revenue Code §501(c)3 grants a tax exemption and deduction for organizations which are formed:

  • exclusively for religious, charitable, scientific, literary, or educational purposes or for the purpose of testing for public safety.
  • to foster national or international amateur sports competition (but only if no part of its activities involve the provision of athletic facilities or equipment)
  • for the prevention of cruelty to children or animals

Make sure that you can describe your organization’s purpose simply in 1-2 sentences so that the IRS can understand what you intend to do with Federal tax-exempt status.

Step 2: Form a non-profit corporation in the proper jurisdiction (usually the state in which the organization is located). To do this, you need to have an available name and at least three willing board members who are above the age of 18. This part has two steps:

  • File the Organization’s Articles of Incorporation with the applicable State Authority
  • Obtain a Federal Employer Identification Number (EIN)

Step 3: Have the Organizational Meeting. This is the first meeting of the Board of Directors for the organization, in which the following occurs:

  • Adopt by-laws
  • Adopt a conflict of interest policy
  • Elect officers (President, Vice President, Secretary, Treasurer)

Warren Law Group clients have access to an attorney that can preside over and guide the board of directors through their organizational meeting and provide compliance tips as part of our non-profit organization formation package.

Step 4: Prepare and submit the organization’s application for Federal Tax Exemption (Forms 1023, 1023-EZ, or 1024) electronically on www.pay.gov.

Warren Law Group helps you determine the form that’s right for you and makes the entire process seamless. If the IRS requires additional information or has questions, the Warren Law Group communicates with the IRS to work out any issues for no extra charge.

Step 5: Receive your Federal Tax Exemption determination letter from the IRS. Congratulations! This document means that your organization is exempt from Federal income tax. Donors may take an applicable tax deduction. Make sure that you keep a safe electronic copy of this letter as the IRS does not like to issue copies.

Step 6: Prepare and submit your organization’s State tax exemption application. Include a copy of the federal determination letter.

Getting your federal determination letter isn’t enough. All organizations must apply for state tax exempt status as well, which Warren Law Group handles as part of its 501c3 non-profit organization formation package.

Step 7: Register with the State Attorney General’s charities bureau, if applicable.

Warren Law Group prefers to guide its clients through all these steps, setting them up for success with no loose ends to the formation process.

Warren Law Group offers a package of services to handle every step of the non-profit organization formation process for a flat fee of $5,000. This includes all filing fees and other expenses. If your organization has already completed some, but not all, of these steps, the Warren Law Group can customize a package that works for you.

If you’re interested in forming your charitable organization with the Warren Law Group, contact us, and get started making a difference!

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Call (866) 954-7687 for your free consultation.

 

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