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Registering Your Faith-Based Organization

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					            Registering Your Faith-Based Organization


Overview
This handout will provide you with instructions for identifying how to register (faith-based or secular program), documents
required, and guide you through the process for registering your organization online. Before registering your organization, you
must be registered as an individual. For more information about registering as an individual, please visit our Getting Started
with TechSoup webinar series page at http://bit.ly/gettingstartedtechsoup.



Things to Consider Before You Begin…
During the registration process you will be prompted to create an association code and designate an email address for delivery
of downloadable products and registration keys. Here are a couple of things to consider before you begin the online registration
process.

    1.       Association Code: The association code is used to link other registered individuals to your organization
             as an authorized agent. Once linked, authorized agents have the ability to request donations on your
             organization’s behalf. We recommend recording your association code in a safe place for future reference. Some
             organizations choose to create a special file folder for all TechSoup-related items like these.
    2.       Email Address: Downloadable donation requests may be delivered to the email address you provide
             during the registration process. In addition, other important information, such as product keys and download
             instructions, may be delivered to this email address. Some organizations choose to create a generic email address
             to receive and store this information for future reference. This method safeguards important information about
             your donation in the event that your authorized user(s) are no longer with your organization.

At the end of the registration process, you will be given the opportunity to review your registration information. We
recommend taking a screen shot of this information for future reference.



Completing the Process
Before registering your organization online, you will need to make a few decisions about how to register your organization.
These decisions will help you identify documents that must be submitted to TechSoup at the end of the online registration
process.

The process is broken down into three phases:
    1.       Phase 1: Local or National Affiliation
             In this phase, you will determine whether your organization is local or affiliated with a national or parent
             organization.

    2.       Phase 2: Secular or Faith-Based Organization
             In this phase, you will determine whether your organization will register as a secular program or a faith-based
             organization.

    3.       Phase 3: Online Process & Document Submission
             You will complete the online process and submit required documentation. You will identify
             what documents are required by completing each phase. Supplemental forms referenced can be
             found at the end of this handout.



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            Registering Your Faith-Based Organization


Phase 1: Local or National Affiliation
Proof of your organization’s 501(c)(3) tax-exempt status is required along with your employer identification number (EIN).
Read each description, and then mark your selection.

(Select one only)
          Local Organization
          Local organizations are not affiliated with a national or parent organization. For example, although your
          faith-based organization carries the same name and purpose as a nationally recognized faith-based
          organization, your organization may choose to have its own 501(c)(3) designation and employer
          identification number.
          National or Parent Affiliation
          A faith-based organization affiliated with a national or parent organization does not need to file for a
          501(c)(3) tax-exempt status on their own. For example, a national faith-based organization may have a
          branch or subordinate organization operating in different states. In this case, each branch or subordinate
          organization will use the same 501(c)(3) designation as the national or parent organization. And although
          your local organization may have its own employer identification number (EIN), you will use your national
          or parent organization’s EIN with TechSoup.




Based on your selection, gather the following information and documents:
                     Local Organization                                    National or Parent Organization


    Your local organization’s IRS 501(c)(3) determination         Your national or parent organization’s IRS
     letter;                                                        501(c)(3) determination letter;
    Your local organization’s employer identification             Your national or parent organization’s employer
     number (EIN); and                                              identification number (EIN); and
    Official letter (appearing on your organization’s             Official letter (appearing on your organization’s
     letterhead) explaining any discrepancy between the             letterhead) explaining the discrepancy between
     name and/or address of your local organization and the         the name and address of your local organization
     name and/or address listed on your 501(c)(3)                   and the name and address stated on your national
     determination letter.                                          or parent organization’s IRS 501(c)(3)
                                                                    determination letter.




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            Registering Your Faith-Based Organization


Phase 2: Secular or Faith-Based Organization
Do you want to register your faith-based organization or your faith-based organization’s secular program? Read each
description, and then mark your selection. Organizations can either register as a faith-based organization or a secular program.

(Select one only)
          Secular Program
          A secular program is a nonprofit arm of a faith-based organization that provides nonreligious services to
          people regardless of their religious beliefs. The program does not propagate a belief in a specific faith.

          Faith-Based Organization
          A faith-based organization is a nonprofit organization, such as a church, mosque, or synagogue, where the
          primary focus of the organization is to propagate a belief in a specific faith and where services are limited to
          individuals who share in the same religious beliefs.



Based on your selection, gather the following information and documents:
                       Secular Program                                           Faith-Based Organization


    TechSoup Stock Qualification Form (see attached); and            TechSoup Stock Qualification Form (see
    Secular Questionnaire (see attached)                              attached)




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          Registering Your Faith-Based Organization


Document Checklist
Based on your answers to Phase 1 and Phase 2, you will gather the following documents and information
for submission during Phase 3.

    Local Secular Program                           National/Parent Secular Program
         Local organization’s IRS 501(c)(3)            National or parent organization’s IRS
          determination letter;                          501(c)(3) determination letter;
         Local organization’s employer                 National or parent organization’s
          identification number (EIN);                   employer identification number
         TechSoup Stock Qualification form              (EIN);
          (see attached);                               TechSoup Stock Qualification form
         Secular Questionnaire (see attached);          (see attached); and
          and                                           Official letter explaining the
         Official letter explaining the                 discrepancy between the
          discrepancy between the name/address           name/address that appears on your
          that appears on your local IRS                 national or parent organization’s IRS
          501(c)(3) determination letter and the         501(c)(3) determination letter and the
          name/address of your secular program.          name/address of your local secular
                                                         program.


    Local Faith-Based Organization                  National/Parent Faith-Based
                                                    Organization
         Local organization’s IRS 501(c)(3)
          determination letter;                         National or parent organization’s IRS
         Local organization’s employer                  501(c)(3) determination letter;
          identification number (EIN);                  National or parent organization’s
         TechSoup Stock Qualification form              employer identification number
          (see attached); and                            (EIN);
         Official letter explaining any                TechSoup Stock Qualification form
          discrepancy between the name/address           (see attached); and
          that appears on your local IRS                Official letter explaining the
          501(c)(3) determination letter and the         discrepancy between the
          name/address of your faith-based               name/address that appears on your
          organization.                                  national or parent organization’s IRS
                                                         501(c)(3) determination letter and the
                                                         name/address of your local faith-
                                                         based organization.




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            Registering Your Faith-Based Organization


Phase 3: Register Your Faith-Based Organization
The following procedures will guide you through the process for completing the online registration process and for submitting
your documents.

Step 1: Gather Documentation and Information

  Step                                                        Directions
    1       Go to www.techsoup.org.

    2       Log in using the information used when you joined as an individual.

    3       Click on Register Organization.

                                                                                        1. Select your
                                                                                           Organization Status.
                                                                                        2. Enter your Employer
                                                                                           Identification Number
                                                                                           (EIN)
                                                                                        3. Click on Find Your
                                                                                           Organization.
    4                                                                                   4. If organization not
                                                                                           registered, click on
                                                                                           Register your
                                                                                           Organization, then go
                                                                                           to step 5.
                                                                                        5. If organization not
                                                                                           registered, continue to
                                                                                           step 6.




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    Registering Your Faith-Based Organization

                                 If your organization is
                                 registered, go to Step 6.

                                   1. Create an Association
                                      Code.
                                   2. Select your
                                      Organization Type and
                                      Subtype.
                                   3. Complete your Profile
5                                     Information & Annual
                                      Operating Budget.
                                   4. Click on Continue.
                                   5. Review your
                                      Organization
                                      Information.
                                   6. Click on Submit.
                                   7. Click on Begin
                                      Qualification.

                                   1.   Select the method you
                                        would like to use to
                                        submit your documents:
                                        Fax, Email, Mail.
                                   2.   Follow the instructions
                                        provided on the screen.



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        Registering Your Faith-Based Organization


Looking for more information? Check out these links for more information:

Getting Started With TechSoup Webinar Series Page
http://bit.ly/gettingstartedwithtechsoup

Joining TechSoup Blog
http://blog.techsoup.org/node/1130

Faith-Based Organizations Blog
http://www.techsoup.org/stock/faithbased.asp




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