501(c) Concierge Services – What’s Included?

Most Comprehensive 501 Service

For clients who have purchased the Concierge Services, you should expect our most comprehensive start-up support package.

The perfect solution to let our team of experts handle everything. In addition to taking care of the administrative filings, we provide a dedicated concierge service that includes coaching calls, premium support, and expedited service. As an added bonus you will receive a collection of our best practice guides and templates to launch your organization. Education material focuses on Board Management, Volunteer Engagement, and Fundraising Practices.

Concierge Services

1. Nonprofit Platform: 24/7 access to your nonprofit’s details, compliance status, and documents
2. Name Verification: We research name availability in your state, prior to incorporation, to ensure the name you want is available.
3. Incorporation and Articles: We file the incorporation articles to start the nonprofit corporation in your home state. The date of incorporation is considered the official, legal birthday of your nonprofit.
4. 501(c)(3) Filing: Our nonprofit experts will determine which 501(c) application is necessary for your organization. We will complete either the 1023EZ, 1023 Long, or 1024 form to request IRS tax-exempt status.
5. EIN/Tax ID: We obtain a federal employment identification number on your behalf. This is the equivalent of your organization’s social security number.
6. Charitable Registration: We will file a license to solicit donations and register your nonprofit as an official charity in your home state. 40+ states require this license before asking for donations.
7. State Tax Exemptions: Some states require applying separately to exemption from state sales and income taxes. We’ll help you file any paperwork required in your state.
8. State Filing Fees: BryteBridge will cover up to $100 in state filing fees to help set-up your 501(c)(3) Nonprofit.

Concierge Benefits and Resources

1. Nonprofit Consultation: A nonprofit consultant will help you determine your start-up readiness level, appropriate 501 application, and educate on the best BryteBridge solutions for your organization.
2. Email & Ticket Support: Unlimited support through your portal access to communicate important order updates and related questions.
3. 1:1 Support:  (2) 30-minute scheduled calls with a dedicated Specialist assigned to your project  Includes Initial Interview Call and Wrap up Call after the completion of your service
4. Live Monthly Q&A Webinars: Access to members of the BryteBridge Team to answer key operational questions regarding start-up basics, Board Management, Volunteer Engagement, Program Development, and Fundraising.
5. Expedited Services: FastTrack your order to the front of the line. Concierge orders receive priority processing
6. Accompanying Formation Documents: Access to important documents templated for your nonprofit’s use. Including: Bylaws, Conflict of Interest Policy, Financial Projection Budget Template, Banking Resolution, and Pending 501(c)(3) Letter.
8. Registered Agent Services: The Registered Agent receives all physical mail on your behalf and forwards it directly to you. The RA Service offers proactive surveillance for your organization’s compliance status with your home state. You receive immediate notification of any important information and can access all state documents in our secure, cloud-based portal. First Year Included $129 Annually. Must opt into this service.
9. Nonprofit Education: Helpful guides for growing your nonprofit:
   1. Board member Giving Plan
   2. Building Your Brand Identity
   3. The Donor Life Cycle
   4. Exclusive Concierge Education: Access an extensive collection of educational guides, templates, and workbooks to run your nonprofit effectively.
      1. Fundraising 101
      2. Board Management Toolkit
      3. Volunteer Malmanagement Toolkit