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Harbor compliance labyrinth inc
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Free cpe webinars
Charitable Registration and Reporting

CHARITABLE REGISTRATION AND REPORTING

This webinar was previously titled “CHARITABLE SOLICITATION REGISTRATION AND REPORTING”
Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 3, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Does every charity need to register to solicit funds from the public? What regulations apply to online donations, special events, professional fundraisers, and cause marketing co-ventures? This webinar will provide an overview of state charitable registration and reporting requirements for all types of fundraising. We’ll learn how to determine when and where registration and reporting is required, then examine state-specific non-profit financial statement requirements and the interplay between Form 990 and financial statements. Next, we’ll discuss exemptions, extensions, and state-mandated disclosure statements. Finally, we will discuss the role of the CPA in managing state charitable registration and reporting requirements.

Learning Objectives:


  • Identify which traditional and online fundraising activities trigger registration and reporting requirements

  • Identify additional non-profit activities including special events and cause marketing co-ventures that may trigger special registration and reporting requirements in certain states

  • Recognize state-specific exemptions, extensions, and disclosure statements

  • Recognize whether reviewed or audited financial statements must be filed in order to register to solicit in a state

  • Determine the role of the CPA in managing state charitable registration and reporting

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Sharon Cody

Harbor Compliance
Partnership Manager
scody@harborcompliance.com
(888) 995-5895

Harbor compliance labyrinth inc

Sharon Cody is Nonprofit Market Manager at Harbor Compliance and Labyrinth, Inc., a leading provider of compliance solutions. She has more than 30 years of experience as an attorney, charitable fundraiser, foundation executive, donor, and nonprofit board member. She writes and speaks frequently on compliance best practices for tax-exempt organizations. Sharon formerly led the philanthropic fundraising team of a public media organization, served as the executive director at a children’s health foundation, and spent 11 years in private law practice. She received her bachelor's degree from Rutgers University and her Juris Doctor from Penn State Dickinson School of Law.

About Our Presenter

Harbor compliance labyrinth inc
Labyrinth, the most trusted name in nonprofit compliance services, is now part of Harbor Compliance. At Labyrinth, we have more than 30 years of experience and file tens of thousands of state charitable registrations each year for our clients. Our friendly, client-focused specialists can handle every aspect of your client’s charitable registration and renewal process from start to finish. We are here to answer your questions, support your clients' compliance journey and find the most effective compliance solutions for you both.