NOT22SS08. Navigating the Maze: A Road Map to Charitable Fundraising Compliance (Sponsored by Perlman & Perlman, LLP)

Forty-three states and the District of Columbia regulate the solicitation of charitable donations. The registration requirements vary widely from one state to the next and regulators within a state often interpret the law differently. As such, the regulations are a moving target that must be closely monitored. Navigating the maze of the registration and reporting requirements is often a daunting experience for nonprofits and their fundraisers and cause-marketing partners. In this session, Tracy Boak, a former charities regulator from Pennsylvania and now a Partner at Perlman & Perlman, a law firm dedicated to nonprofit law, provides participants with a road map including vital information about the registration, reporting and disclosure obligations under the various states’ solicitation laws.

Learning Objectives:

• Assess charitable fundraising requirements
• Understand compliance with state registration obligations