Mailing at Nonprofit Prices NONPROFIT MAIL. 2 Background of Nonprofit Standard Mail How to Apply...
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Transcript of Mailing at Nonprofit Prices NONPROFIT MAIL. 2 Background of Nonprofit Standard Mail How to Apply...
Mailing at Nonprofit Prices
NONPROFIT
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Background of Nonprofit Standard Mail
How to Apply for Nonprofit Prices
Who’s Eligible--Who’s Not
Content Eligibility
Resources
Questions
Agenda
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Establishment of Nonprofit Standard Mail
Designated Eligible Organizations
Significant Savings
Background
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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 3624 - Application• PS Form 3623 - Confirmation• PS Form 6015 - Modify Information
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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 800-522-9085
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Business Customer Gatewayhttps://gateway.usps.com
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Select Postal Wizard
Gateway Landing Page
Select Customer Service Form
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Enter ZIP Code of Mailing
Business Mail Entry Locator
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Complete Online Application
Type of Organizations
For Eligible Organizations, See DMM 703.1
Not all nonprofit organizations are eligible for the Nonprofit Standard Mail prices.
(Select Only One)
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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
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Supporting DocumentationSupporting 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
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Review Information and Submit
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Confirmation of Application
Provides Application Number/Becomes Authorization
Address to Mail Hard Copy Supporting Documentation
Email Confirmation of Submission to PCSC
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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
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Categories of Eligible Organizations
DMM Section 703.1.2
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
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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
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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
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Scientific Organizations
Organizational & Operational Documents
Generally Requires an IRS 501(c)(3) Status
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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)
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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
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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
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Veterans Organizations
Organizational & Operational Documents
Generally Requires an IRS 501(c)(19) Status
May Qualify with an IRS 501(c)(3) Status
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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
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Qualified Political Committees
Organizational & Operational Documents
National Committee of a Political Party
State Committee of a Political Party
Congressional or Senatorial Committees
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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
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Who Is Not Eligible
Automobile Clubs Business Leagues Chambers of Commerce Citizens’ and Civic Improvement
Associations Individuals Governmental Entities
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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
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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
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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
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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
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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
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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
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Basic Eligibility for Standard Mail
Content-Based Restrictions
•TIF or TIC
•Advertising Restrictions
•Product Rules
Cooperative Mailing (CSR-209)
Additional Requirements
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Front End & Back End Premiums
Low Cost Item
Gift or Donated Items
See Publication 417, Chapter 6
Product Eligibility at Nonprofit
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Summary
Applying for Nonprofit Mailing Privileges through PostalOne! is Easy and Convenient
Reduced Prices Available to Qualifying Nonprofit Organizations
Mailing Must Meet Eligibility Requirements
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Available Resources
Postal Explorer DMM, CSRs, PUB 417
Web: http://pe.usps.com
RIBBS http://ribbs.usps.gov/
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