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Managed Services

All Services

  • What services do we offer?
  • Where should I return my information request form?
  • Can I get my power of attorney notarized outside the United States?
  • How safe is it for me to share my information with you?

Annual Charitable Registration

  • Which states require form 990 to be filed?
  • How to replace a lost 1023 or 1024 application
  • What documents do I need to provide for my charity registration?
  • What are nonprofit officers, directors, and shareholders?

Managed Annual DBA Service

  • What is Managed Annual DBA Service and how does it work?

Dynamic Disclosures

  • How do I set up Dynamic Disclosures?
  • How do I display Dynamic Disclosures language on my website?
  • Where are charitable solicitation disclosure statements required?
  • What are charitable disclosures?
  • What’s the Difference Between State Charitable Solicitation Disclosure and IRS Donor Disclosure Statements?
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