2018 Charity Application Webinar

2018 Application Webinar Contents Charity Application Overview Charity Application Instructions: Parts A, B, C and D. Instructions for Independent Charities: Walking through the web form. Instructions for Federations Only: What’s expected from a federation and how to complete the 2018 Federation Spreadsheet.

2018 Charity Application Overview State Regulations guide the application process. Application deadline is March 1, 2018. No exceptions or extensions to the deadline. Incomplete applications will not be considered. An appeals hearing will be held in April for those who want to appeal the decision to decline if documentation was missing or received by SECC late. Application information and downloadable forms available at www.ncsecc.org/application.

2018 Charity Application Overview Contd. The SECC will review applications for compliance and completeness twice before making recommendations to SAC board at the beginning of April. Any applicants that were orignally denied inclusion can appeal the decision at our Appeals meeting at the end of April, and applicants will be notified of their campaign status in May. Return completed application packages, including all attachments and certifications to: 2018 Application State Employees Combined Campaign 875 Walnut Street, Suite 150-A Cary, NC 27511 For any help with application, contact SECC office at 919-821-2886 or Lindsey Taylor at lindseytaylor@ncsecc.org.

2018 Charity Application Instructions Charities may apply for admission as an Independent Charity (Example: Carolina Ballet), a Federation (Example: America’s Charities), or a Member Organization of a Federation (Example: Dress for Success is a member agency of America’s Charities). Charities may not apply as both a federation and an Independent Charity, or as a Member of a Federation and an Independent Charity. All charities must complete the 2018 SECC Charity Application for Admission paper application, including calculation of the organization’s fundraising and administrative (FRA) costs. Independent charities will submit directly to SECC, member agencies to their federation. Independent Charities are required to submit a completed 2018 application with all required attachments AND complete the online form at www.ncsecc.org/2018-secc-charity-application, regardless of whether they are a new or re-applicant charity.

Paper vs. Web Form Independent Charities are asked to submit a paper application with all attachments and signatures and complete the online application web form. We are required by state regulations to have a paper application on file, but the paper application doesn’t capture some of the detailed information needed for our website. Web Form captures information like a 25 word description, service area, location so that it can be easily uploaded into our website, whereas we would have a much lengthier paper application and would have to hand enter everything into our website otherwise.

Part A Legal Name of Organization, DBA name (which must be on file with the Secretary of State office if you have a DBA), Name/Title of Agency Contact, Contact’s Phone Number, Contact’s Email Address, Calculation of FRA.

Part B Attachment A: Most recent CPA Audit or review. Most recent means the most recent fiscal year for which an audit or review of financial information was prepared. Must occur in a 3-year period from 2015-2018. Audits are required for all organizations with total support and revenue greater than $300,000. A CPA Review is permissible for organizations with total support and revenue less than $300,000. The letter must clearly show the auditors CPA credentials, or attached documentation proving they are a CPA or CPA firm. The form 990 and the CPA Audit/Review DO NOT need to cover the same fiscal years as long as the most current document is provided for each.

Part B Continued Attachment B: Explanation of Excessive FRA (applies only if FRA is above 25.0%). Attachment C: IRS Form 990. Must provide a certified copy of the most current IRS Form 990 signed by an authorized agent or officer for the organization. A CPA or accountant’s signature will not satisfy this requirement. 990 EZ and E-File signatures are permitted. Attachment D: NC Solicitation License Valid on or after March 15, 2018. This includes “extended” licenses. An application for a license in lieu of the actual license will not be accepted. Visit www.sosnc.gov/CSL/ for information on obtaining license or regarding status of an organization’s license. -If you qualify as an exempt organization, you must include a letter of exemption.

Part B Continued Attachment E: Letter from Board of Directors, signed by a voting member, requesting inclusion in the campaign and certifying compliance with the SECC eligibility standards. This must be on organization letterhead and addressed to the State Employees Combined Campaign. A sample of the Board Inclusion Letter is available on our website. Questions on Application Attachments?

Part C The State Employees Combined Campaign requires that all organizations applying for admission certify compliance with the requirements as outlined within the 2018 SECC application by checking the box for each requirement.

Part D Please date and sign the application. The signatory must be the current CEO/President/Executive Director/CPO or another officer of the corporation who is authorized for the organization.

Instructions for Independent Charities Only Online Web Form. This is what the State Employees will see on our website. Is this your first time? SECC Code: If you are new to the SECC or do not know your code, leave blank. Legal name of organization DBA or Program Name Phone Number Website Mailing Address Location: Select the NC Counties where the organization provides services from the drop down menu. Statewide, National and International options are available. Areas of Service: Select service areas that apply to the organizations programs from the drop down menu.

Instructions for Independent Charities Only - Continued Online Form: 25 Word Description: Describe the organizations programs and services and how those services stand out from other agencies that provide similar services in 25 words or less. CANNOT exceed 25 words. Name of agency CEO/CPO/Executive Director/President. Title of Agency CEO/CPO/Executive Director/President. Name of Agency Contact. Title of Agency Contact. Contact’s phone number. Contact’s fax number. Contact’s email address. Federal Tax ID. Questions???

Instructions for Independent Charities Only - Continued Online Form: FRA % Most Current Document: Enter the document used to calculate the FRA percentage. This information is found on the first page of the 2018 SECC Charity Application for Admission. FRA Fiscal Year: Enter the fiscal year of the document used to calculate the FRA percentage. Questions?

Instructions for Federations Only All federations applying for admission to the 2018 campaign must collect and review the 2018 SECC Charity Application for Admission (completed Parts A, B, C, & D) and all required attachments and signatures from its member charities. Must keep all information on file in case SECC needs to review documentation. Each federation must submit the following to the SECC: A completed 2018 Charity Application for Admission (Parts A, B, C, &D) and all required attachments and signatures for the Federation itself. 2018 Charity Application for Admission and all required attachments from each member charity that was NOT an SECC participant in 2017 A copy of the completed signed certifications [Part C and Part D (pages 3 and 4) of 2018 Charity Application for Admission] for each member charity that participated in the SECC as a Federation Member Charity in 2017. The completed 2018 Federation Spreadsheet using the template available at www.ncsecc.org/application. The completed spreadsheet should be emailed to Lindsey Taylor at lindseytaylor@ncsecc.org .

Instructions for Federations Only - Continued Instructions for completing the 2018 Federation Spreadsheet: The 2018 Federation Spreadsheet is located on the Application webpage at http://www.ncsecc.org/application . The spreadsheet MUST be saved as an Excel Macro-Enabled Worksheet. Federations should complete each field for the Federation and each of its member charities and email the completed document to Lindsey Taylor at lindseytaylor@ncsecc.org. The 2018 Federation Spreadsheet is much like the online 2018 Application for Admission, with a few exceptions: Complete Organization Type – Enter “Member Charity” for each member charity and Federation for the federation. Federation Name Questions???

Changes to 2018 Application Instruction Changes: -25 Word Description and Area of Service has been elaborated upon to avoid confusion between the two and to help ensure the Search Tool is more user friendly. -Non-Solicitation Agreement and Memorandum of Agreement attachments have been removed from Application Instructions. Will now instruct to review documents and to acknowledge in checkoff #3 in Part C of the application.

Changes to 2018 Application Application Changes: -Attachment E (previously a copy of the email confirmation received once application is submitted) has been changed. Email confirmation no longer needed, and Attachment E has been changed to the need for the signed Board Inclusion Letter. -Attachment G (completed and signed MoA) and Attachment H (completed and signed NSA) have been removed and are no longer deemed “attachments”. They are now to be reviewed on our website and will be a checkoff under Part C: Certifications. -Additional Part C Checkoff that reads “I certify that I have read and understand the SECC Privacy Policy and Terms of Service available at www.ncsecc.org/privacy-policy and www.ncsecc.org/terms-service, respectively” has been included. -LGBTQ Services has been added as a service area as more charities that support the LGBTQ Community have applied to the campaign.

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