State Charitable Solicitation Statutes: Everything You Wanted to Know But Were Afraid to Ask

State Charitable Solicitation Statutes: Everything You Wanted to Know But Were Afraid to Ask

Thursday, October 12 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Esq., Montgomery McCracken, and Karl Emerson, Esq., Montogomery McCracken

Moderated by: Tish Mogan, Standards for Excellence Consultant, PANO

Offered in Partnership with: Nonprofit Issues

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

Most charities that seek contributions nationally are required to register in 39 states and the District of Columbia requires registration before starting to solicit. What about for-profit fundraisers? Are they required to register and file their contracts and other documentation in some states?

Since many states are increasing their enforcement efforts to ensure that charities and fundraisers are complying with initial and annual registration requirements, it's important that charities and fundraisers abide by these statutes—especially since noncompliance can result in the imposition of significant fines and penalties.

• Does your charity have a “Donate Now” button on its website?
• Does that mean that you have to register solicit charitable contributions in all 39 states and the
• District of Columbia that have charitable solicitation registration requirements?
• What are the regulators saying about that now?
• What does it mean to “solicit”? What is a “charitable contribution”?
• What is a “charitable organization”?
• Who is excluded or exempted from registration requirements?
• What about professional fundraising counsel or professional solicitors?
• What does registration involve? A complete Schedule B to your Form 990?
• What is California doing about registration for crowdfunding?
• How much trouble can you get in if you don’t follow the rules?

Whether you are a nonprofit executive, board member, lawyer or accountant, knowing the intricacies of state charitable solicitation registration statutes are relevant to everyone.

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

Single Login Cost:
$45 per person for PANO Members | $100 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost (4-10 individuals):
$150 per group for PANO Members | $333 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 10 individuals to add to your group ticket.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All webinar registrants will receive a recording of the webinar following the live session!

About the Facilitators

Donald W. Kramer, Esq., Nonprofit Issues & Montgomery McCracken

Donald W. Kramer serves as chair of Montgomery McCracken’s Nonprofit practice group. Don has more than 45 years of experience dealing with the concerns of nonprofit organizations, not only as a lawyer, but also as a teacher, writer, publisher, and board member.

He has worked with nonprofits of all types and sizes, helping structure startup situations and restructure multiorganizational health and educational systems. He counsels on a wide range of nonprofit corporate structure and governance, private and community foundations, continuing care retirement communities, exempt organization taxation, low-income housing tax credit transactions, real estate, charitable giving, and other nonprofit issues.

Don serves as the editor and publisher of Don Kramer’s Nonprofit Issues®, a national newsletter of “Nonprofit Law You Need to Know,” which he founded in 1989.

Prior to joining Montgomery McCracken in 1972, Don served as deputy development coordinator and assistant to the mayor of Philadelphia. Learn more about Don here.

Karl Emerson, Esq., Montgomery McCracken

Karl Emerson provides legal counsel and advice to nonprofit organizations, including advising charitable organizations and their fundraisers on compliance with state charitable solicitation statutes, conducting charitable organization compliance assessments, and conducting internal investigations for charitable and other tax-exempt organizations.

Karl represents more than 100 charitable organizations and educational institutions that he registers each year to solicit contributions nationally in all states where required. He also represents charitable organizations when they are investigated by various state and federal agencies.

Learn more about Karl here.