an Alumni Group
an alumni group may seem simple, but it can be a very complex process. Regardless of what type of group you want to
start (alumni chapter or housing corporation), you should first answer this
question: What will the
organization work to accomplish and how will it work to benefit the fraternity?
initial administrative steps for starting an alumni group are listed
below. For questions or resources to
assist you in this process contact our national staff at firstname.lastname@example.org.
with the National Fraternity
need to complete the following to become recognized by the national fraternity:
updated bylaws for the organization. View an example
a list of officers for the organization. View officer descriptions
a petition with the names of at least 10 alumni who are willing to be involved. Download a petition
- Collect and submit $100 for national dues and $50 for chartering
with the Federal Government
an SS4 form and submit to the IRS. This will provide you with an Employer
Identification Number (EIN)
- Fill out an IRS form 8718 (http://www.irs.gov/pub/irs-pdf/f8718.pdf ) which you will then attach, along with your check for the application fee, and send to the IRS with the 1024 (http://www.irs.gov/pub/irs-pdf/f1024.pdf ) as described in step 3.
a 1024 form and submit to the IRS. This will recognize you as a non-profit
organization. You will check off 501 © 7 (social club). Not an 8 or 10 which deal with fraternal societies (trade unions, masons, etc.)
Annual 990 filings with the IRS. This keeps you in compliance with the IRS each
year. (There are major penalties for non-compliance.)
with your State Government
differs from state to state, but you can visit your state’s Secretary of State
website for more information. This process is usually not too difficult,
but is often expedited when we can recruit an attorney or C.P.A. who practices in
the state to actually submit all of the information.