Content Provider
Harborcompliance

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Free cpe webinars
Charitable Solicitation Registration and Reporting

CHARITABLE SOLICITATION REGISTRATION AND REPORTING

Available Date(s)
Thursday, December 02, 2021: 12:00PM EST
Thursday, February 03, 2022: 1:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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 nationwide charitable solicitation 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 solicitation 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 solicitation registration and reporting

Linkedin

Sharon Cody

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

Harborcompliance

Sharon Cody is a Non-profit Partnership Manager at Harbor Compliance, 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. 
 

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Harborcompliance
Since 2012, Harbor Compliance has helped more than 25,000 clients stay compliant. Harbor Compliance simplifies regulatory burdens using award-winning software and services delivered by a team of experts. Through its services, advanced software, and dynamic data, Harbor Compliance simplifies compliance and helps nonprofits nationwide register for charitable solicitation, form entities, and achieve 501(c) tax exemption.