2020 Certification Listing Template Terms
for Federations only

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Below is a list of terms explaining necessary data that all federations must submit for their member organizations when filling out the Partner Nonprofit Template. All information provided must be accurate and current, or the nonprofit will be denied certification. For Causes and Area of Service, please mark the appropriate columns with a capital “X”.

Federation name: The name of the federation. If you are a PCFD, please put your PCFD’s name here.

Federal Tax ID Number (EIN): The nine-digit EIN assigned by the IRS and appearing on the IRS Form 990 submitted with this application. Use XX-XXXXXXX format. 

Full Legal Organization Name: name of the charity as it appears in the IRS Business Master File. If the name is different from the name which appears on the IRS determination letter or official documentation from the IRS or a state government authorizing use of this name must accompany the application. The name listed MUST match the EIN. Any other name used should be listed in the ‘DBA’ section.

Chapter Name: include the chapter name of a national organization here if applicable. For example, ABC National Charity – Orange County Chapter. List “Orange County Chapter” in this field. 

DBA: if this nonprofit is operating as a ‘Doing Business As’(DBA), list that name here.

Physical Address Information: a physical street address must be provided, along with city, state, and ZIP. Post Office Box Addresses will not be accepted.

Mailing Address Information: if different from the main address. Must be listed with city, state, and ZIP. Post Office Box addresses will be accepted.

Main Phone Number: Main phone number for the organization. This will be published in marketing materials.

Contact Person: The contact person is the individual to whom the OP Initiative will direct communications.

Contact Title: The position of the contact person in their organization.

Contact Email Address: a valid email address to communicate with the organization.

Website Address: Current website address for the organization.  Enter only one web address.

25 Word Statement: A statement in 25 words or less that describes the organization’s program activities. 

Primary Cause: Write in the organization’s Primary cause they support. Do not mark this column with an “X”. Only list one of the causes in the columns to the right of this column. If multiple causes are listed in this column, only the first one will be used.

Secondary Causes: Select any columns that describe the secondary causes this nonprofit supports. You can select multiple columns.

Areas of Service: indicate which counties the organization serves. If the organization covers all counties in California, select the column “Statewide”.