IRS 1023-EZ: How to DIY 221004 October 4, 2022, 10:00am PDT October 4, 2022, 11:00am PDT

Applying for IRS 501(c)(3) tax-exemption can be a challenging and arduous process, even for industry experts. This workshop provides nonprofit founders with simple step by step guidance for navigating the IRS 1023 EZ application process.  


After completing this workshop, you should be able to:

1.     Understand the advantages and disadvantages of obtaining the 501(c)(3) Public Charity Tax Status.

2.     Describe the 7 Steps to Becoming Tax Exempt.

3.     Understand the Two Paths to 501(c)(3) Tax Exemption.

4.     Determine your eligibility for using the 1023-EZ Form to Apply for Tax Exemption.

5.     Complete each section of the 1023-EZ: Streamlined Application for Recognition of Exemption.

6.     Describe what happens once your application has been submitted.

7.     Understand Your Determination Letter, including key terms used within the letter.

8.     Understand your logical next steps once you become a 501(c)(3) Public Charity.

Registration Fee $30

 This is an interactive workshop for which we encourage your participation. The recording and slides will be sent only to those who attend.

About the Presenter: Cheryl Smith is the CEO of Dewlyn Nonprofit Services, a Metro Atlanta based consulting firm, where she helps U.S. nonprofit organizations build sustainability through training, coaching, and grant-writing. Cheryl is also the author of the book, “21 Ways to Fund a Nonprofit;” she’s a member of the American Grant Writers' Association; and she is a nonprofit trainer for SCORE chapters, as well as a guest speaker for many public, private, and Faith-Based Organizations. In 2020, Cheryl launched the Community Heroes Program to work specifically with small nonprofit organizations in need of board development and funding. As a champion for the nonprofit community, Cheryl supports more than 3,000 nonprofit leaders each year, and she has successfully secured millions of dollars in government and private foundation grants for organizations that she has aligned with. Broadly, Cheryl’s specialty is

building capacity in people and organizations, and helping them to reach their highest and best potential.

Workshop Refund Policy: Refunds can be granted prior to workshop or if the workshop is cancelled. No refunds or access to class material after workshop is held. A credit can be given for a future workshop. Please email for assistance.

IRS 1023-EZ: How to DIY 221004