1. talks! Serving Faith-Based Organizations August 19, 2010 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by

2. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Using ReadyTalk Chat & raise hand Mute = *6, Unmute = *7 If you lose your internet connection, reconnect using the link emailed to you. If you lose your phone connection, re-dial the phone number and re-join. ReadyTalk support: 800-843-9166

3. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 You are being recorded… Streaming into Second Life This seminar will be available on the TechSoup website along with past webinar presentations: –www.techsoup.org/go/webinarswww.techsoup.org/go/webinars You will receive a link to this presentation, material and links. After the webinar, you can ask follow-up questions in the Tech Planning Forum: –http://bit.ly/tsfaithhttp://bit.ly/tsfaith Twitter hashtags: #techsoup

4. talks! Serving Faith-Based Organizations Sponsored by Presenters: Bruce Ackley & Damon Horn

5. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 We are working toward a time when every nonprofit and social benefit organization on the planet has the technology resources and knowledge they need to operate at their full potential

6. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392

7. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 As of March 2010: Impact and Reach

8. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 TechSoup Global has established an extensive partner network in 33 countries. Australia Belgium Botswana Brazil Bulgaria Canada Chile Croatia Egypt France Germany Hong Kong Hungary India Ireland Japan Kenya Luxembourg Macau Mexico Netherlands New Zealand Poland Romania Russia Slovakia Slovenia South Africa Spain Sweden Taiwan United Kingdom United States

9. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Today’s Speakers Damon Horn TechSoup Facilitating: Kami Griffiths, TechSoup Assisting with chat questions: Anne van Schooneveld, TechSoup Bruce Ackley TechSoup

10. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 What we’ll cover today Part 1 : Joining, Registering & Qualification Part 2 : Faith-Based organizational structure Part 3 : Account Management Q&A

11. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Part 1: Joining & Registering Logging in, or joining & registering Creating a user profile Registering your faith- based nonprofit

18. 501(c)(3) Determination Letter

19. Address or Name Clarification Letter “ACL or NCL” (Can be combined)

20. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Part 2: Organizational Structure The structure of your faith-based organization will determine how you register your organization, and what paperwork will be required for TechSoup qualification.

21. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Organizational Structure Do you have tax exempt status at the local level? Determine if your organization has tax exempt status at the local level Submit your organization’s 501(c)(3) IRS letter. (The Tax ID shown should match your TS account) Submit Name / Address Clarification Letters if org name or TS shipping address does not match IRS letter

22. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Organizational Structure Organizations affiliated with tax exempt entity Local churches affiliated with national religious organizations; nationally affiliated faith-based organizations; and organizations covered under IRS ‘Group Rulings’: Register with name and address of your local organization Register with Tax ID shown on 501(c)(3) IRS letter, not the EIN of your particular location Submit Name / Address Clarification Letters if TS shipping address does not match IRS letter

26. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Sample Religious Organizations Churches, synagogues, mosques and other places of worship Organizations that proselytize or propagate belief in a specific faith Missions without secular, social benefit programs Advocacy organizations that promote policies of a particular faith Organizations that train the clergy Religious archives

27. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Sample Faith-based Charities Catholic Charities USA Catholic Youth Organization Catholic Social Services Lutheran Family Services Jewish Community Center Jewish Vocational Services Salvation Army Habitat for Humanity YMCA, YWCA, YMHA, YWHA

28. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Non-religious Secular Programs Qualifying secular programs of religious organizations may be eligible for additional donations A qualifying secular program provides nonreligious services to people regardless of their religious beliefs and does not propagate a belief in a specific faith. – Example: A food bank with nonprofit or charity status that is run by a church, but is a separate and unique organization that provides food and meals to anyone who qualifies for services, regardless of religious beliefs.

29. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Qualifying Secular Programs Important: An organization is limited to one TechSoup account, so you must decide whether to register your secular organization or its religious parent organization. If you register your secular organization or program, all donations must be used primarily within that program.

30. http://www.techsoup.org/stock/download/TS_SecularQuestionnaire.pdf

34. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Part 3: Account Management Updating your Organization Profile

40. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Need Further Assistance? Faith-Based Orgs web page: http://www.techsoup.org/stock/faithbased.asp http://www.techsoup.org/stock/faithbased.asp Contact Us: http://www.techsoup.org/stock/contact/index.asp http://www.techsoup.org/stock/contact/index.asp Refer to this webinar for future reference: http://www.techsoup.org/go/webinars http://www.techsoup.org/go/webinars

41. talks! Questions? Submit your questions using the chat box.

42. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Continue the Discussion… Additional questions can be answered by posting in the Tech Planning Forum: http://bit.ly/tsfaith

43. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Upcoming Webinars Online Collaboration Tools –Thursday, August 26, 11 a.m. Social Media Decision Making –Tuesday, September 21, 11 a.m.

44. Serving Faith-Based Organizations Conference Call: 866-740-1260 Access Code: 6339392 Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. For more information: pages.readytalk.com/techsoup.html

45. talks! Thank you! Please complete the post event survey! Kami Griffiths, kami@techsoup.org, 415-633-9392