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Shenzhen Charity Foundation

了解慈善基金会相关服务的适用情形、Data verification、Processing Steps and Common Issues。

Service Overview

深圳慈善基金会面向需要慈善基金会相关服务的企业。Let's first understand the actual business operations or application situation,核对组织宗旨、发起安排、治理结构及资金来源,Reorganize the handling process and the list of materials。Processing conditions、The requirements and time set by the supervisor shall be subject to the actual matters and the regulations in effect at that time.。

This page focuses on explaining the service content、Preparation and processing steps;The articles below on related topics can be used to further understand specific issues.。If there is already an application or change record,It is recommended to check together with the relevant documents。

Processing Guide:深圳慈善基金会专题文章

Preparation focus of this work

  • business model
  • 募集对象
  • investment strategy
  • 关键人员

First-time handling and business coordination

When applying for the first time,First clarify what problem this service solves,Double-check whether it is necessary to arrange the company at the same time、Account、Licensing or financial and tax matters。Prepare materials according to actual use,Avoid investing in supporting procedures in advance if there is no immediate demand.。

Shenzhen Charity Foundation:先区分私募管理、基金产品与基金会、核对负责机构和登记路径、整理人员、制度与资金材料、安排信息报送和治理
慈善基金会设立涉及公益宗旨、原始基金及组织治理。

When the business or applying entity has not yet been established,Available to viewShenzhen company registrationService scope;The entity registration and the requirements of this business should be checked separately。

Nature of the matter and applicable boundaries

different。应先明确非营利宗旨、拟开展活动、治理和财产安排,再核对适用登记制度,不把商业营业执照作为基金会登记的替代。

不能这样推定。Entity Registration、Charity organization recognition、公开募捐资格及具体募捐活动分别核对,按实际状态准确宣传。

material、Responsibility and Result Verification

按真实用途、来源及附带条件分别记录,核对票据、会计和税务安排,不以捐赠名义掩盖交易对价。

应说明治理、决策、利益冲突及资金安排,关联交易和费用支出保留真实决策依据,不以口头承诺替代记录。

核对债务、财产用途、档案和适用退出程序,不能将不再开展项目等同于完成注销或全部申报。

Shenzhen Charity Foundation:Processing conditions、List of Materials and Official References

深圳慈善基金会由深圳市民政局(登记管理机关)主管。Is it applicable、Handle according to which category of matters,Depends on the subject qualifications、Business activities and actual location/personnel arrangements;Newly established under the same name、change、continue、Cancellation handled separately,Cannot replace each other。

30 Second key point

  • Competent authority:深圳市民政局(登记管理机关)
  • First, look at the conditions:有明确的公益目的与业务范围。
  • name approval:5–10 个工作日
  • Validity period:基金会登记长期有效,需参加年度检查与等级评估。
Supervisory/Approval Authority
深圳市民政局(登记管理机关)
Main basis
《基金会管理条例》(国务院令第400号);《中华人民共和国慈善法》(全国人大常委会)
Handling method
Online declaration + window/on-site verification (depending on the matter)
Validity period
基金会登记长期有效,需参加年度检查与等级评估。

Scope of application:First determine which category it belongs to

Situations that usually require handling:

  • 拟设立非公募或公募基金会、开展公益慈善活动的发起人
  • 企业或家族设立慈善基金会的主体

Easily mistaken as needed、But situations that should be verified separately:

  • social group、民办非企业单位(按相应登记管理)
  • 仅做一次性捐赠、不设基金会的企业

Core Conditions (Checked Item by Item)

  1. 有明确的公益目的与业务范围。
  2. original fund:地方性非公募基金会不低于 200 million yuan,地方性公募基金会不低于 400 million yuan,且为到账货币资金。
  3. standardized name、Charter、组织机构与专职工作人员。
  4. Have a fixed residence。
  5. 有能够独立承担民事责任的法定代表人。
  6. 公益慈善类基金会可直接向民政部门申请登记,无需业务主管单位。

List of materials and common return points

Organize according to acceptance criteria;portion、The requirements for original document verification shall be subject to the current list of the accepting authority.
Material Key Points / Common Reasons for Returned Items
设立申请书与可行性报告
基金会章程草案 按示范文本,含理事会、supervisor、财产管理
原始基金验资证明 到账货币资金
理事会成员与拟任法定代表人资料 现职国家工作人员不得兼任负责人
Proof of use of residence
业务范围与公益项目规划

Review and On-site Inspection Focus Points

  • 原始基金未实际到账或来源不明,无法通过验资。
  • 章程缺少财产使用、Related party transactions、信息公开条款会被要求修改。
  • 理事会成员构成不符合规定(近亲属比例、现职公职人员兼任)是常见退件点。

time limit、Validity Period and Subsequent Obligations

project illustrate
name approval 5–10 个工作日
设立登记 30–60 个工作日
Validity and Renewal 基金会登记长期有效,需参加年度检查与等级评估。
Ongoing obligation 每年报送年度工作报告与财务审计报告,按规定公开募捐与项目信息。

Cost structure (listed separately),Avoid vague punches

登记不收费;Capital verification、audit、章程起草按第三方收费;顾问服务费按范围报价。

Risk and Responsibility Boundaries

  • 慈善财产不得在发起人、捐赠人中分配。
  • 公募资格需另行取得,未取得不得公开募捐。

Official Basis and Verification Entry

Basis / Entrance Issuing Authority Verification method
"Foundation Management Regulations" State Council Order No. 400 Enforcement 2004-06-01;The current valid text shall prevail
《中华人民共和国慈善法》 全国人大常委会 Enforcement 2023 修正;The current valid text shall prevail
民政部 — Visit
深圳市社会组织信息平台 — Visit

Date of consultation of the above materials:2026November 12。The provisions of the regulations shall be based on the officially published current text.;Service guidelines have regional differences and version updates,The actual acceptance requirements shall be subject to the standards of the accepting authority at the current period.。

illustrate:This page is a guide for handling conditions and organizing materials,Does not constitute legal advice、Regulatory approval or approval commitment。Submit application、On-site verification、The issuance of certificates and the decision to open accounts are both independently made by the competent authority or the bank.;Specific scope of services、The costs and deliverables shall be subject to written authorization.。

Scope of Services

52代办网围绕深圳慈善基金会的具体事项整理咨询范围,Explain separately the responsibilities of consultants and professional institutions。

Demand and Applicability Check

确认组织宗旨、发起安排、治理结构及资金来源,Identify new transactions、Different needs such as adjustments or subsequent maintenance。

List of Materials and Preparation

梳理发起人资料、Draft Charter、治理人员及业务计划,List missing items and information that needs further confirmation。

Submission and Follow-up Matters

Arrange processing nodes after the materials and paths are clarified,And indicate subsequent changes、Maintenance and compliance concerns。

Required Documents

Collect materials according to actual business needs,First, check the applicable items,Confirm the official list again。

  • Explain the current business model、Matters to be handled and existing procedures。
  • 准备发起人资料、Draft Charter、治理人员及业务计划。
  • If it involves historical changes、Corrections or Abnormal Items,Please also provide the corresponding records for verification.。

Data Organization and Handover Verification

The following is for initial communication and plan verification,Formal submission of materials should be according to specific matters、Determined by the current requirements of the jurisdiction and the receiving institution。

  • business model
  • 募集对象
  • investment strategy
  • 关键人员
  • Source of funds
  • 公益或投资用途

Three checkpoints for material preparation

Subject agreement:contract、Register、The names and identities in the documents and accounts should correspond with each other.,The relationship between the main entities of the group needs to be explained。

Period and version:Use the currently valid file,Keep the relevant history records at the same time;Do not use expired licenses or old application forms to replace current requirements。

Sending and storage:First provide a business overview,Complete identification document、Bank transactions and customer information are transmitted according to the confirmed scope and channels;Public pages do not display sensitive materials。

Application Process

The following is the sequence of demand analysis and handling coordination,The specific acceptance procedure shall be verified in accordance with the applicable rules。

了解需求

沟通主体、业务和目标,确认拟办理的具体事项。

核对条件与资料

梳理组织宗旨、发起安排、治理结构及资金来源;识别现有材料与待补项目。

准备和办理

按确定的办理路径整理材料,并跟进提交、补正或沟通事项。

Result verification and follow-up reminders

Verify whether the obtained or changed information is consistent with the actual business,Organize follow-up maintenance tasks。

Key Considerations

组织形式与公益活动安排需与登记要求对应。This page is for service introduction,Does not replace the current service guidelines issued by the competent authority;The quotation and timeline must be based on the specific business、Confirmed after checking the materials and processing path。

Quote range and processing time

The deliverables of the consulting services should be clearly defined before commissioning.、Data organization and communication scope。If it involves government fees、Translate、Notarization or local professional agency fees,The actual occurrences of the projects should be checked separately、The responsible party and whether it has been included in the quotation;Unconfirmed items are not considered as fixed charge commitments。

Consultant Work Arrangements and Supervisory Authorities、The processing time by the bank or third party should be specified separately.。The progress depends on the completeness of the materials、Correction and external organization arrangements,Specific nodes need to be confirmed after the business scope is clarified.。

Business Boundaries and Subsequent Management

管理人登记、基金备案和基金会登记不能互相替代,登记也不构成收益保证。不得将公益基金会介绍为可自由募集投资资金的工具。

Records to be retained after delivery

Save the final file、Submit receipt、Matters that need continued cooperation and expiration reminders。Verify the main body in the document、Whether the scope of business or rights aligns with the entrusted objectives;Subsequent changes、declare、Renewal or exit is not included by default in a one-time service。

Involving subsequent accounting handover,can be combinedShenzhen Industrial and Commercial Tax DifficultiesCheck the scope of work;Accounting services do not replace special permits or review by the competent authority。

FAQs

确认组织宗旨、发起安排、治理结构及资金来源,Identify new transactions、Different needs such as adjustments or subsequent maintenance。
Explain the current business model、Matters to be handled and existing procedures。准备发起人资料、Draft Charter、治理人员及业务计划。If it involves historical changes、Corrections or Abnormal Items,Please also provide the corresponding records for verification.。
The deliverables of the consulting services should be clarified before commissioning.、Scope of Communication and Material Organization。If there are additional government fees or third-party professional fees,The actual projects should be checked separately.、Responsible party and whether to include in this quotation。
重点说明管理人、基金产品与基金会的法律性质,And provide the existing information involved in the preparation checklist on this page。First clarify the purpose and the current situation,Decide again whether to enter the formal application or implementation stage。
应先区分公益组织与投资基金的目的、资金使用和治理制度,不把基金会名称当作可自由募集投资资金的资格。
应分别核对组织登记、公益活动、募资以及税务相关制度。取得某项登记不代表自动具备所有资格或优惠。
列明提供的产品或服务、client、TOLL、place、人员和合同关系,再核对具体许可、备案或其他手续。公司名称和经营范围文字不能代替实际业务判断。
确认机关、事项、问题和期限,逐项对应真实资料并保留提交版本。业务有变化时同时检查申请表、场所和制度,避免只修改其中一处。
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