Charitable Registration: Do You Need It and How to Do It

With the revision of the IRS 990 form beginning in tax year 2008, massive regulation has again descended on the nonprofit community. Overlooked by much of the nonprofit community has been the long-standing requirement that an organization must register in forty states and the District of Columbia if it solicits their residents for contributions. This session is for any nonprofit that seeks to assume this legal and administrative responsibility and do it themselves.

We’ll cover:

• Where you need to register.

• Initial registrations, annual reports and renewals

• Documents you need to have

• Pitfalls to avoid

• Tools to make the task easier

• Does Internet fundraising require registration?

• Organizations that might be exempt, and where

• Step-by-step instructions

Outcomes: This session will give you a comprehensive understanding of what you need to do, how to do it and what it will take to get the job done, no matter how big or small your organization, no matter how many states you’re registering in.

Class Format

Live, 90-minute webinar class where you will have the opportunity to ask questions via a toll-free phone call.  

Date and Time

This class will be held on Friday, August 6, 2010 at the following time:  

Pacific: 10:30 a.m. to 12 p.m.
Mountain: 11:30 a.m. to 1 p.m.
Central: 12:30 p.m. to 2 p.m.
Eastern: 1:30 p.m. to 3 p.m.

How to Register

Add the class (and any others that you wish to take) to your shopping cart, then proceed through the checkout process. As soon as you have completed the payment, you will be taken to the classroom page for this class.

On the day of the class, about 10 minutes before the start, you will log back in to CharityChannel.com and return to your classroom page, where you will access the live webinar. You will also dial in the toll-free number to access the class discussion.

About the Instructor: Marc Lee, CFRE

Marc Lee, CFRE, has been an independent consultant to nonprofits for twelve years. He performed his first state charitable registrations in 1998 and worked with his first candidate for nationwide registration in 2000. He is the president of www.FundraisingRegistration.com where, together with an attorney and staff, he works with over fifty organizations to meet their state registration needs. The clients of Affinity Fundraising Registration range in annual income from less than $200,000 to well over $50 million. Some register in as few as twelve states, while most register nationwide.