501C3 Intake Form

501C3 Intake Form

Jen Williams International
Today's Date & Time

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We're so glad you're here

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

Other
If you were referred, who may we thank?
Referree's Name
Is this for a 501C3 Reinstatement?
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

Other
Website address (if any)
CORPORATE DOCUMENT INFORMATION
Is organization incorporated?
If yes, upload FILED Articles here

Upload a File

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Does organization have an EIN?
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?
If yes, upload here

Upload a File

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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?
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?

Other
Request for FREE Consultation

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Which time zone are you in?
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.
Electronic Signature
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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.
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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!