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Concurrent Session Onsite and Online

NOT23SS03. Charitable Fundraising Compliance - Navigating the Changing Landscape 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 participants will be provided a road map including vital information about the registration, reporting and disclosure obligations under the various states’ solicitation laws.

Learning Objectives:

  • Identify Charitable Fundraising Requirements
  • Recognize Compliance with State Registration Obligations
Date/Time
CPE Credits
1.0
NASBA Field of Study
Specialized Knowledge
Level
Overview
Prerequisites
1 - 2 Years in the Profession
Advanced Preparation
None
Session Tags
TAX