Our Application Support
Nationwide 501(c)(3) Application Support
creating lasting impact.
What’s Included
Eligibility & Planning Call
1. Review your mission, planned activities, and structure
2. Discuss IRS criteria for 501(c)(3) charitable status
3. Outline a tailored plan for your application
4. Help you understand the difference between Form 1023 and 1023-EZ based on IRS rules
Narrative & Program Description Drafting
1. Draft the narrative description of your activities in IRS-friendly language
2. Break down your programs, target populations, and methods
3. Emphasize how your activities serve a charitable class and further exempt purposes
Governance & Operations Sections
Using the information you provide, we help describe:
1. Your board and decision-making structure
2. How conflicts of interest are handled
3. How funds will be used to support charitable purposes
Application Assembly
1. Organize your answers into the appropriate
sections of Form 1023 or 1023-EZ
2. Ensure all non-financial sections are coherent, consistent, and complete
3. Provide a checklist of attachments and supporting
documents
Support With IRS Follow-Up (Within Scope)
1. Assist in drafting responses to straightforward IRS
requests for clarification about your activities, purpose, or
structure (not tax/legal opinions)
What’s Not Included
1. Legal advice or representation
2. Tax advice or preparation of financial projections
3. Complex IRS controversies, appeals, or litigation
Your CPA, bookkeeper, or internal team will provide the financial information needed. We integrate that information into the application where appropriate and focus on organization, clarity, and completeness.