Mailing at Nonprofit Prices NONPROFIT MAIL

2  Background of Nonprofit Standard Mail  How to Apply for Nonprofit Prices  Who’s Eligible--Who’s Not  Content Eligibility  Resources  Questions Agenda

3  Establishment of Nonprofit Standard Mail  Designated Eligible Organizations  Significant Savings Background

4 How and Where to Apply  Submit PS Form 3624, Application to Mail at Nonprofit Standard Mail Prices  Submit Online or to Post Office of Mailing  Submit Supporting Documentation Organization’s Primary Purpose Nonprofit Status Operational Status

Apply - PostalOne!  One Authorization at Mailing Location  Add’l Entry Authorization # Not Required  Applying in Person Optional  Available Online Forms PS Form Application PS Form Confirmation PS Form Modify Information 5

6 Apply - PostalOne!  File Electronically for Rapid Approval  Submit Electronic or Hard Copy Documents  Access Business Customer Gateway Valid Account Required or Sign Up is Easy  Contact local Manager, BMEU PostalOne! Help Desk

7 Business Customer Gateway

8 Select Postal Wizard Gateway Landing Page

Select Customer Service Form 9

10 Enter ZIP Code of Mailing

Business Mail Entry Locator 11

12 Complete Online Application

Type of Organizations  For Eligible Organizations, See DMM Not all nonprofit organizations are eligible for the Nonprofit Standard Mail prices. (Select Only One) 13

14 Questions About Eligibility Nonprofit Standard Mail Rate Application SPECIFICS Is this a for-profit organization or does any of the net income inure to the benefit of any private stockholder or individual? [Yes] or [No] Is this organization exempt from federal income tax? [Yes] or [No] Has the IRS denied or revoked the organization’s federal tax exempt status? [Yes] or [No] Choose the IRS Section for your recognition of exemption under 501(c): (03) Educational, Philanthropic, Religious, Scientific; (05) Agricultural, Labor; (08) Fraternal; (19) Veterans; (00) Other

Supporting Documentation 15

16 Supporting Documentation Supporting Documentation Must be Provided  Evidence of Nonprofit Status IRS letter, Financial Audit  Description of nonprofit organization’s purpose Articles of incorporation, or Charter, etc.  Evidence of Operation – Two Types Bulletins, Meeting Minutes, or Brochures, etc.  Hard Copy or Electronic Submission PDF, DOC, XLS, RTF, MAX, or JPG, etc. Max size 5 MB

Certification  Must Be a Responsible Official of Organization 17

Review Information and Submit 18

Confirmation of Application  Provides Application Number/Becomes Authorization  Address to Mail Hard Copy Supporting Documentation  Confirmation of Submission to PCSC 19

20 Other Forms in PostalOne! PS 3623, Request for Confirmation of Authorization  Confirmation to Mail at Non-PostalOne! Office PS 6015, Nonprofit Database Change Request  Name Change  DBA, AKA, etc. (CSR-124)  Contact Information Change

21 Categories of Eligible Organizations DMM Section  Religious  Educational  Scientific  Philanthropic  Agricultural  Labor  Veterans  Fraternal  Qualified Political Committees (1978)  Voting Registration Officials (1993)

What documents need to be submitted?  IRS exemption letter (Group)  Financial audit  Articles of Incorporation (or Association)  Constitution and/or By-Laws (Chapter)  Charter (Enabling Legislature)  Trust Indenture  Organizing Instrument  List of activities  Financial statements (Expenditures)  Bulletins  Meeting of minutes  Membership forms  Any other operational activity documentation

23 Religious Organizations  Organizational & Operational Documents  Support or Educational Rolls Generally requires an IRS 501(c)(3)  Places of Worship  Established Place of Worship  Regular Congregation  Regular Religious Services  Fully Functional as a Place of Worship

24 Educational Organizations  Organizational & Operational Documents  Generally Requires an IRS 501(c)(3) Status  Narrow Exception for Governmental Entities  Must be Separate and Distinct  Public Schools and School Districts  Public Libraries and Museums

25 Scientific Organizations  Organizational & Operational Documents  Generally Requires an IRS 501(c)(3) Status

26 Philanthropic Organizations  Organizational & Operational Documents  Generally Requires an IRS 501(c)(3) Status  Social Welfare (Advocacy) Organizations may Qualify with an IRS 501(c)(4) (qualification of 501(c)4’s are determined on a case by case basis)

27 Agricultural Organizations  Organizational & Operational Documents  Generally Requires an IRS 501(c)(5) Status  May Qualify with an IRS 501 (c)(3) Status  Governmental Soil and Water Conservation Districts may Qualify

28 Labor Organizations  Organizational & Operational Documents  Generally Requires an IRS 501(c)(5) Status  May Qualify with an IRS 501(c)(6) Status if organization is a Collective Bargaining Entity

29 Veterans Organizations  Organizational & Operational Documents  Generally Requires an IRS 501(c)(19) Status  May Qualify with an IRS 501(c)(3) Status

30 Fraternal Organizations  Organizational & Operational Documents  Generally Requires an IRS 501(c)(8) Status  Can be Approved Under Another IRS Category with ALL of the Following:  Lodge or Chapter System  Ritualistic Format  All Members Elected by Vote

31 Qualified Political Committees  Organizational & Operational Documents  National Committee of a Political Party  State Committee of a Political Party  Congressional or Senatorial Committees

32 Voting Registration Officials  Copy of the statute, ordinance, or other authority establishing (the official’s) responsibility for voter registration  Letter on state or local agency letterhead conveying that the individual is from Board of Elections or similar type division within the state or local government

33 Who Is Not Eligible  Automobile Clubs  Business Leagues  Chambers of Commerce  Citizens’ and Civic Improvement Associations  Individuals  Governmental Entities

34 Who Is Not Eligible  Mutual Insurance Associations  Political Organizations (other than QPCs)  Service Clubs (Kiwanis, Lions, Optimist, and Rotary)  Social and Hobby Clubs  Trade Associations

35 General Standards Qualified Mailings  Comprised of Standard Mail Matter Only  Printed Matter Weighing less than 16 Ounces  Meets Criteria for Presorted Standard Mail  200 Pieces or 50 Pounds of Addressed Mail  Presorted According to Standards in DMM

36  Statements of Account  Bills  Handwritten Materials  Personal Correspondence The items above are “required” to be mailed as First-Class Mail Customer Support Ruling PS-323 Ineligible for Nonprofit Prices

37 Mailpiece Identification  Authorized Name and Address (CSR-336) Must be Displayed on Outside of the mailpiece or in a prominent location on the material being mailed  Return Address on Mailpiece Must have Authorized Name or Well Recognized Alternative

38 An Organization Must:  Ensure that Only Its Own Matter is Mailed Under Its Nonprofit Standard Mail Authorization.  Never Use the Nonprofit Prices to Send Matter on Behalf of, or Produced for, an Unauthorized Organization or Individual.  Never Delegate, Lend, or Rent Its Nonprofit Standard Mail Authorization to any Other Person or Organization. Authorized Usage

39 Avoiding Revocation for Nonuse  Make One Nonprofit Mailing within a Two-year Period  Primary or Additional Mailing Offices Must have Activity within a Two-year Period Mailing Frequency

40  Basic Eligibility for Standard Mail  Content-Based Restrictions TIF or TIC Advertising Restrictions Product Rules  Cooperative Mailing (CSR-209) Additional Requirements

41  Front End & Back End Premiums  Low Cost Item  Gift or Donated Items See Publication 417, Chapter 6 Product Eligibility at Nonprofit

42 Summary  Applying for Nonprofit Mailing Privileges through PostalOne! is Easy and Convenient  Reduced Prices Available to Qualifying Nonprofit Organizations  Mailing Must Meet Eligibility Requirements

43 Available Resources Postal Explorer  DMM, CSRs, PUB 417 Web: RIBBS

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