Navigating state requirements to solicit charitable contributions, whether for a fundraising campaign, a single gala event or even a one-time cause marketing program, is time-consuming and tricky. Our team guides clients through the web of compliance so that they can focus on raising funds instead of bureaucratic compliance filings. Our services include:

Free Custom Secure Online Portal

• To make the experience with us as seamless as possible, we have created our own custom secure online portal to help our client’s team efficiently manage their foundation. Each nonprofit we work with has the option, free of charge, to take advantage of this technology service which is further customized to each organization we work with. By embracing technology, our team finds ways to improve our client’s and make the process more efficient.

Fundraising Compliance Analysis

• We look at fundraising compliance from all angles. We counsel on state solicitation and/or charitable sales promotion laws. We also understand that complying with regulations shouldn’t get in the way of our client’s fundraising goals. We typically begin each engagement with a review of an organization’s fundraising program to determine if and where the organization needs to be registered (at no charge to the organization). An integral part of this process includes reviewing the various strategies used by the organization (e.g., online, print and otherwise) to ensure proper risk management.
• Online fundraising, in particular, requires keeping up with ever-changing state and federal solicitation and privacy rules involving data protection. We help our clients implement the necessary disclosures, policies and procedures required, all with the big picture in mind.

Registration Tracking and Monitoring

• Our team prepares all required forms and registration statements and presents them to our clients for review and approval and then makes all necessary filings on behalf of the nonprofit. Thereafter, we monitor each state to ensure full compliance and alert our clients to any issues that may arise. We follow up each year to ensure that our clients remain in compliance and meet all deadlines.

Ongoing Monitoring to Avoid Missing Deadlines

• Our professionals vigilantly track our clients’ registrations from start to finish with ongoing monitoring. We also prepare them for future registrations. Don’t risk missing deadlines because a hardcopy notification letter from the state got buried in a mailbox. We help our clients keep watch of future reports and filing deadlines by sending multiple notifications in advance. To track and monitor progress, we provide our clients with a complete report of all of their state filings made and the status.