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Fill in invoice template for non-profit organizations

[Music] hi I'm Belinda Whitfield of Whitfield and Associates and I have been preparing 501c3 applications for about 15 years now and I will be honest with you the first time that I prepared my 501c3 application for my first client I was a bit confused going through all of irs's instructions in publication 557 and you may have downloaded it from the website you realize there's a lot of instructions that you need to go through and I'll tell you some of those questions that are on Forum 1023 can be quite confusing and leave you scratching your head trying to figure out okay how do you respond to these different questions so I'll tell you that first application that I sent in yeah I did my best and it did come back with some additional questions asked but I'll tell you I learned from that experience and over time I managed to put together an amazing set of templates that we're actually using on a day-to-day basis when we prepare applications for our clients and so I've put together those templates in the form of a sample 501c3 application kit so that you can use when it comes time for you to prepare your application especially if you're trying to do it yourself and save yourself some time so I'll tell you what's included in that kit first of all you're going to get an actual 501c3 application that was sent to the Internal Revenue Service and was approved with no questions asked that's right you're also going to get not only that form 1023 but in that particular 501c3 application that went to the IRS there were a number of different attachments that we included in that kit and a lot of the things that we include are not necessarily things that the IRS lists and outlines in their instructions but these are things that we know that they have requested from some of our clients in the past so we automatically send them so we know that those questions won't come back in the future so we've got that in the kit you take that sample kit sample 501c3 application and you go through it Page by Page and use it as a guide to put your application together in addition to that you're actually going to get our Microsoft Word templates that we use the actual templates that we use every day when we're preparing applications for our clients you're going to use those and edit those and customize them to your particular organization in addition to that we have templates in Microsoft Excel that help you put together the supporting information for the financials area of the application and on top of that we've actually put together in Microsoft Word templates to answer some of those confusing questions that are included on form 1023 also you've got templates for the bylaws and a number of the other things that we actually include in the 501c3 application so all you have to do is go through it and customize it and finally as an added bonus we've actually completed about 80% of your form 1023 that's right you're going to get the form 1023 with all of the answers or at least 80% of the responses to a lot of the questions on the 501c3 application so for the most part we've done the majority of the work for you all you have to do is customize it add your organization's names and addresses of your board members drop in your financial information just kind of review the questions that we've answered for you and make sure that the responses apply and then finally go through and edit that narrative description of your programs and activity and I'll tell you you can get that application out the door very very quickly so go ahead select the 501c3 kit that best sues your organization download it save yourself a lot of time sweat and energy putting that application together and do it yourself so whether you choose to do it yourself or either hire a pro let's just go ahead and get that puppy out the door because at Whitfield and Associates we get 501c3 applications done [Music]