Nonprofit Intake Form Template for Philippines

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Key Requirements PROMPT example:

Nonprofit Intake Form

"I need a comprehensive Nonprofit Intake Form compliant with Philippine regulations for my new environmental conservation organization, with particular emphasis on international funding sources and volunteer management sections, to be implemented by March 2025."

Document background

The Nonprofit Intake Form is a fundamental document used in the Philippine nonprofit sector to gather comprehensive information about organizations seeking services, support, or registration. This document type is specifically designed to comply with Philippine regulations, including the Revised Corporation Code, Data Privacy Act, and relevant SEC guidelines. The form serves as an initial point of contact and assessment tool, collecting crucial information about the organization's structure, mission, governance, and operational details. It typically includes sections for organizational information, compliance declarations, and specific program details. The intake form helps service providers, regulatory bodies, and support organizations understand the nonprofit's needs while ensuring proper documentation and compliance with local requirements. Organizations use this form when initiating relationships with service providers, applying for programs, or updating their organizational records.

Suggested Sections

1. Organization Information: Basic details about the organization seeking assistance or registration, including legal name, address, and contact information

2. Primary Contact Details: Information about the main representative or point of contact, including name, position, and contact details

3. Organization Status: Current legal status, registration details, and type of nonprofit organization

4. Mission and Activities: Description of organization's mission, primary activities, and target beneficiaries

5. Governance Structure: Information about board members, officers, and key decision-makers

6. Financial Information: Basic financial details including funding sources, annual budget, and financial management practices

7. Compliance Declaration: Declarations regarding compliance with Philippine laws and regulations

8. Data Privacy Consent: Explicit consent for data collection and processing in accordance with the Data Privacy Act

9. Certification: Signature section confirming the accuracy of provided information and agreement to terms

Optional Sections

1. Program-Specific Information: Additional details required for specific nonprofit programs or services being sought

2. International Operations: Section for organizations with international activities or foreign funding sources

3. Volunteer Information: Details about volunteer programs and management if the organization works with volunteers

4. Previous Funding History: Information about past grants or funding received, used when applying for financial assistance

5. Impact Metrics: Section for organizations to provide details about their impact measurement and reporting practices

6. Partnership Information: Details about existing partnerships and collaborations, relevant for networking purposes

7. Religious Affiliation: Required for faith-based organizations or those with religious affiliations

8. Emergency Contact Information: Secondary contacts for urgent situations or organizational emergencies

Suggested Schedules

1. Required Document Checklist: List of required supporting documents such as registration certificates, permits, and financial statements

2. Board Resolution Template: Template for board resolution authorizing the application or registration

3. Financial Report Template: Standardized format for submitting financial information

4. Code of Conduct: Standard ethical guidelines and expectations for participating organizations

5. Privacy Policy: Detailed privacy policy and data handling procedures

6. Program Areas Classification: List of standard program areas and activities for categorization purposes

7. Geographic Coverage Map: Template for indicating areas of operation within the Philippines

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Nonprofit and Charity

Social Services

Healthcare

Education

Environmental Conservation

Poverty Alleviation

Community Development

Humanitarian Aid

Religious Organizations

Arts and Culture

Youth Development

Disability Services

Women's Empowerment

Rural Development

Relevant Teams

Legal

Compliance

Operations

Program Management

Administrative Services

Social Services

Grant Administration

Development

Risk Management

Client Relations

Document Processing

Nonprofit Services

Relevant Roles

Executive Director

Program Manager

Compliance Officer

Legal Counsel

Nonprofit Administrator

Grant Manager

Operations Director

Board Secretary

Development Officer

Program Coordinator

Intake Specialist

Social Services Manager

NGO Consultant

Charity Administrator

Registration Officer

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