Applicant Checklist

Georgia State Charitable Contributions Program
Applicant Checklist

The following documents and/or information will be needed when completing the online application:

INDEPENDENT APPLICANT:

  • Charity name
  • Charity phone number
  • Charity email address
  • Charity website
  • Charity description
  • List of counties served
  • Percentage of total expenses allocated/spent for management/general and fundraising costs
  • State if charity is a religious organization. If religious organization state if you have a distinct and separate budget
  • Georgia Secretary of State charity license number
  • Charity license number and expiration date (must be current and active)
  • Most recent completed IRS Form 990 (no more than two years old, which shows revenues and expenses for services provided to Georgia residents on an explicitly isolated basis

FINANCIAL DOCUMENTATION

If less than $500,000.00
Last financial statement. Review and/or certification not required.
If greater than $500,000.00
Last financial statement with review by an independent Certified Public Accountant.

  • Current year and proposed year’s budgets
  • Federal Tax-exempt status notification from the IRS (under section 501(c)(3) of the Internal Revenue Code
  • Signature of Application must be signed by an Authorizing Official
  • Officers and Board of Directors’ list
  • Non-discrimination policy
  • Georgia Secretary of State (Federations must also submit current registrations for each of their member charities), unless you or your member agencies are exempt. If exempt, a letter of exemption signed by your Executive Director of President, if applicant is not required by the Official Code of Georgia Annotated, O.C.G.A. 43-17-5 to register with the Georgia Secretary of State. The link to the SOS’s website is http://verify.sos.ga.gov/Verification/Search.aspx?facility=Y
  • Percentage of total expenses allocated/spent for fundraising and management/general costs as reflected in the financial statements and include the year. If more than 25%, an explanation will be needed

FEDERATION APPLICANT WITH MEMBER CHARITIES:
Federation must supply the same information as requested of an independent charity for its organization. Additionally, a federation with member charities must also provide a listing of its charity members with the following items.

The following Information must be provided in Microsoft Excel format containing all of items member charities:

  1. Charity name
  2. Charity phone number
  3. Charity Email address
  4. Charity website
  5. Percentage of total expenses allocated/spent for management/general and fundraising costs
  6. Description of charity
  7. State if charity is a religious organization. If religious organization state if you have a distinct and separate budget
  8. Charity license number with the Secretary of State
  9. Expiration date of charity license number
  10. A copy of the applicant’s most recent completed IRS Form 990 (no more than two years old, which shows revenues and expenses for services provided to Georgia residents on an explicitly isolated basis
  11. A copy of the applicant’s last financial statement accompanied by the independent certified public accountant on review report if revenue was > $500,000. If revenue was < $500,000, the last financial statement is needed. The financial statement does not have to be reviewed or certified
  12. A copy of the applicant’s current and proposed budgets
  13. A copy of the applicants IRS notification letter for Federal Tax-exempt status (under section 501(c)(3) of the Internal Revenue Code)