501C3 Intake Form

501C3 Intake Form

Jen Williams International
Today's Date & Time

MonthDayYearHourMinutesAM/PM Option
We're so glad you're here

(and intend to exceed your expectations!)
How did you hear of Jen Williams?*

I'm an Existing ClientReferral by a ClientReferral by a Lawyer/Accountant/ConsultantPostcard/Business cardInternet SearchSocial Media
If you were referred by a client, who may we thank?
Client's Name
Is this for a 501C3 Reinstatement?*

NoYes
Full Name*

First NameLast Name
TItle
Phone Number*

Area CodePhone Number
E-mail*
ORGANIZATION INFORMATION
Organization Name*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
What COUNTY? (not country)*
Primary Type of Organization*

Religious (church, mosque, synagogue, temple, etc)Religious (ministry, not a church, etc)CharitableEducationalAmateur SportsLiteraryChild Cruelty PreventionAnimal Cruelty PreventionPublic Safety Testing
Website address (if any)
CORPORATE DOCUMENT INFORMATION
Is organization incorporated?*

Yes. Will provide a copy of FILED ArticlesNo, I need this
If yes, upload FILED Articles here
Does organization have an EIN?*

Yes, number is belowNo, I need this
The EIN is
If no EIN, what is your Social Security #? (Required by U.S. Patriot Act to get a new EIN from IRS)
Does organization have bylaws?*

Yes. Will provide a copyNo, I need this
If yes, upload here
If ordering Bylaws below, what is your Mission Statement? (1 or 2 sentences only please)
OFFICER INFORMATION

The President can't be Secretary or Treasurer, but Secretary and Treasurer can be same person. If unknown at this time, please write TBD (to be determined)
Name & Address of President*
Name & Address of Secretary*
Name & Address of Treasurer*
DIRECTOR INFORMATION

Board should be an odd number in case of tie vote (minimum 3, no maximum) with the majority unrelated by blood or marriage. All 3 officers above can also be the Board members below. Board members do not have to be U. S. citizens or reside in the same state as the organization, but should be at least 18 years old due to their fiduciary service. If unknown at this time, please write TBD (to be determined)
Name & Address of Chairman (if different from President or write SAME)*
Name & Address of Director #2 (if different from Secretary or write SAME)*
Name & Address of Director #3 (if different from Treasurer or write SAME)*
Names & Addresses of additional Directors (if any)
ACTIVITY & OPERATION INFORMATION

If possible, use a BRIEF "who", "what", "when", "where", "why" and "how" format.
Describe what your organization does (or intends to do)*
GRANTS

Jen Williams no longer write grants. However, we can help you find grants. Please note that search results are not guaranteed. We also cannot guarantee you will receive any funds from a grantor.
Do a grant search?*

Yes, please!Not at this time, thanks.
If yes, what key words should we use to search for grants regarding your nonprofit's needs and/or activities?
What is your preferred method of payment?*

Cash AppFoundPayPalVenmoZelle
Request for FREE Consultation

Phone Call or Zoom Meeting appointments available in your time zone.
Please select*

I prefer a phone callI prefer a Zoom meetingI don't need either at this time
Which time zone are you in?*

Hawaii-AleutianAlaskaPacificMountain Standard (Phoenix)Mountain Daylight (Denver)CentralEastern
Appointment Request
TERMS OF SERVICE & PRIVACY POLICY

Both policies are at jenwilliamsintl.com
By checking this box and electronically signing below, I have read the Terms of Service and Privacy Policy, and agree to same.*

I AGREE
Electronic Signature*

Clear
To ensure you're one of us, please check the box below.*
Thank you!

If you requested an appointment above, we will answer any questions you may have at that time. If no appointment was requested above, we will contact you if we have any questions or need additional information. In the meantime, a file will be opened and an invoice sent to get started.
Should be Empty:

501C3 Intake Form

We're so glad you're here

ORGANIZATION INFORMATION

CORPORATE DOCUMENT INFORMATION

OFFICER INFORMATION

DIRECTOR INFORMATION

ACTIVITY & OPERATION INFORMATION

GRANTS

Request for FREE Consultation

TERMS OF SERVICE & PRIVACY POLICY

Thank you!