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Charitable Solicitation Compliance- What does it take to be compliant?

- 4.3
James Gilmer

Completed

Learning Objectives

Understand fundraising registration requirements.
Learn about the top regulatory pitfalls in nonprofit fundraising.
Understand how online donations affect nonprofit fundraising registration requirements.
Determine regulatory requirements for nonprofit organizations.
Come away with best practices for nonprofit fundraising to achieve total compliance.

Course Description

Must every charity register to solicit funds from the public? How do online donations fit into the picture? Join Warren Harmon at Harbor Compliance for answers to these questions and more.

Designed for nonprofits, CPAs, attorneys, and other professionals with nonprofit clients, this 45 minute webinar provides a user-friendly, comprehensive overview of fundraising registration requirements in all 50 states.

Participants will have the opportunity to get answers to your questions from a nonprofit compliance expert, learn tactics for avoiding common pitfalls and penalties, and explore solutions to the one of the most common challenges facing nonprofits today.

Webinar Qualifies For

1 CPE Credit for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

James Gilmer

Compliance and ethics managers, Harbor Compliance and Labyrinth, Inc.

James Gilmer is a Compliance Specialist at Harbor Compliance, a leading provider of compliance solutions for companies of all types and sizes. Founded by a team of government licensing specialists and technology trailblazers, Harbor Compliance has helped more than 25,000 organizations apply for, secure, and maintain licensing across all industries. James is passionate about helping nonprofit organizations leverage compliance to enhance their fundraising and program activities and educating the sector on compliance issues. James is also a Co-Founder of Berks Sinfonietta, Inc., a nonprofit chamber orchestra located in Reading, Pennsylvania.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Ratings and Review

4.3

Excellent

Very Good

Average

Poor

Terrible

MB

Molly Broussard, CPA (US)

good

CED

Cedrick Euron Draper, Accountant/Bookkeeper/Tax Professionals

Platform proficient

JK

Joseph Kiley, CPA (US)

This topic is incredibly complex. Mr. Warren did an outstanding job of drawing the line between giving us enough knowledge to explain these concepts to clients and what we can and should do. Thank You myCPE

WJ

Wieslawa Jamroz, CPA (US)

Very Satisfied with the webinar. The course was presented in a very systematic presentation with humor in between. The topics are so informative and very relevant.

RB

Richard Bowden, CPA (US)

Too much trouble waiting 24 hours to see if i am awarded cpe credit. However, I received it at the end of the day. Thank You myCPE

1 Credit

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Subject Area

Specialized Knowledge

Completed

This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available