US 501(c)(3) Set-up and Management

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Set up Your Own Dedicated Legal US Entity

Chapel & York offer a comprehensive service to set up and manage a 501(c)(3) tax-exempt non-profit organisation.

Setting up and managing a non-profit organisation in another country can be a daunting experience. How do you handle board meetings? What address should you use? What are the regulatory requirements? How does one best look after donors and directors?

For over 25 years Chapel & York have answered these questions for educational institutions, charities, NGO’s and others who want to establish a 501(c)(3) organisation to support them or support projects worldwide.

We appoint an Account Manager who will help you through the set up process and the ongoing management of the 501(c)(3). Your Account Manager is your gateway to the experienced Chapel & York technical team who work with all the regulatory bodies and issues. After registration, our comprehensive management service takes care of all the necessary legal, accounting and regulatory requirements.

US 501(c)(3) Management

Your 501(c)(3) organisation will require a range of services to maintain its legal and taxdeductible status. Failure to correctly address these can result in loss of tax-deductions for donors; financial loss for the 501(c)(3) and institutional reputational risk. It needs to meet regulatory requirements with the IRS and one or more of the States; address financial issues such as banking and receiving donations, organise administration and secretarial work such as receiving post and receipting donations and organising meetings and other governance matters.

We offer 4 levels of service to ensure you have exactly what you need.

Efficient, worry-free 501(c)(3) administration is the key to looking after your US entity. Our professional staff handles the details which keep your 501(c)(3) running smoothly so you can focus on your fundraising goals.

Standard

Self-service with Chapel & York support

The Standard Management Service plus Modules provides the essential services to keep your 501(c)(3) legal and operational whilst the optional Modules offers a menu of additional back office services we can provide including enhanced governance and donation processing, financial and bookkeeping activities. The fee is based on the service level agreement of work we agree with you.

  • Help Desk

  • IRS Filings

  • State Filings

  • Governance & Board Support

  • Administrative & Secretarial

  • Fundraising Support

MOST POPULAR

Bronze

Chapel & York manages the US 501(c)(3)

The Bronze Service provides everything to run your 501(c)(3). From administrative work through to finance, meeting regulatory requirements and secretarial, the Chapel & York team provides all financial, regulatory, tax and administrative work to maintain your 501(c)(3). A dedicated Chapel & York Client Executive will ensure your relationship with us is simple and straightforward. The fixed fee is based on the level of service required to run the 501(c)(3).

  • Dedicated Client Executive

  • IRS Filings

  • State Filings

  • Governance & Board Support

  • Administrative & Secretarial

  • Fundraising Support

  • Bookkeeping

  • Banking

  • GDPR

Silver

Chapel & York manages the 501(c)(3) + provides an Executive Assistant

The Silver Service provides everything to run your 501(c)(3) plus a part-time experienced Executive Assistant to act on behalf of the foreign organisation. The fixed fee is based on the number of days per annum you choose.

The Executive Assistant provides high-level US-based administrative support to the Fundraising, Development &/or Alumni Departments of the foreign organisation. He or she is your US representative and assists you with all the tasks you require in the US including scheduling meetings, preparing correspondence, coordinating travel, organising printing and mailing of appeal information, and other activities which require someone on the ground in the US.

Staff of the foreign organisation plus the Executive Assistant will have the services of the Chapel & York charity management department who will provide all financial, regulatory, tax and administrative activities. C&Y’s dedicated Client Executive will be your contact with the C&Y team.

  • Part-Time Executive Assistant

  • IRS Filings

  • State Filings

  • Governance & Board Support

  • Administrative & Secretarial

  • Fundraising Support

  • Bookkeeping

  • Banking

  • GDPR

Gold

Chapel & York manages the 501(c)(3) + provides an Executive Director

The Gold Service provides everything to run your 501(c)(3) plus a part-time experienced Executive Director to provide leadership for the US entity. The fixed fee is based on the number of days per annum you choose.

The Executive Director will be the chief executive of the US 501(c)(3). The Executive Director will lead and manage the 501(c)(3). They will shape the work of the charity and ensure it is delivered effectively. The Executive Director will handle a broad and varied number of activities combining strategic planning and leadership with operational delivery.

The Executive Director will have the services of the Chapel & York charity management department who will provide all financial, regulatory, tax and administrative activities to the ED. Chapel & York’s dedicated Client Executive will be their contact with the Chapel & York team.

  • Part-Time Executive Director

  • IRS Filings

  • State Filings

  • Governance & Board Support

  • Administrative & Secretarial

  • Fundraising Support

  • Bookkeeping

  • Banking

  • GDPR

  • Payroll

Our Value

Chapel & York provides comprehensive set-up and management services integrating time-tested expert advice and client services. We understand the unique challenges and needs of managing a 501(c)(3) when you are outside the USA because that has been our business since 1997.

We provide you with:

  • The capacity and understanding of a professional team.

  • Consolidation of multiple 501(c)(3) functions (administration, tax preparation, secretarial, etc.) by a single-source provider.

  • Practical solutions for everything from handling the mail to advising on complex fundraising issues.

  • A range of options to support your 501(c)(3) from a self-service support programme to complete management with a local Executive Director.

  • Stability, so that as your staff and job roles change, you won’t lose key data, momentum, or need to guess what to do next.

  • The confidence of knowing that your reputation is secure in the US market.

Some of our clients

University of Guelph
UCL
National University of Singapore - with Chapel and York - the Home of International Fundraising & Philanthropy
Royal Albert Hall - with Chapel and York - the Home of International Fundraising & Philanthropy
McGill University - with Chapel and York - the Home of International Fundraising & Philanthropy
Royal Botanic Gardens - with Chapel and York - the Home of International Fundraising & Philanthropy
Eden project - with Chapel and York - the Home of International Fundraising and Philanthropy
Chatsworth - with Chapel and York - the Home of International Fundraising and Philanthropy
Dogs Trust - with Chapel and York - the Home of International Fundraising and Philanthropy
Carnegie - with Chapel and York - the Home of International Fundraising and Philanthropy
Australian National University - with Chapel and York - the Home of International Fundraising and Philanthropy

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