Course Details

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Course Description

Fundraising is the life-blood of charitable organizations, yet little thought goes into a fundraising activity or event up-front. Digital campaigns, special events, gaming, and social media have substantially replaced traditional marketing efforts. If events are not appropriately structured, TEOs (tax-exempt organizations) can be subject to UBIT on income raised.

Fundraising and soliciting are subject to the additional burdens of state, and sometimes city and county regulations as well. Legal practitioners and organization leaders have the opportunity and obligation to inform the charity of its compliance and reporting obligations when the organization initially considers a new idea to raise money. Equally important is understanding how nonprofits can talk about their collaborations with companies and others without advertising for these sponsors (and therefore incurring UBIT)

  • Must every charity register to solicit funds from the public? 
  • How do online donations fit into the picture? 
  • Get answers to your questions directly from a nonprofit compliance expert
  • Learn tactics for avoiding common pitfalls and penalties
  • Explore solutions to one of the most common challenges facing nonprofits today

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 60 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.

This webinar will take a fresh look at compliance and reporting issues related to contributions received by tax-exempt organizations (TEOs). The panel will explain the caveats and responsibilities of modern nonprofit fundraising, including federal and state compliance issues associated with charitable sales promotions, raffles, and other prize promotions, and avoiding or minimizing UBIT in connection with these campaigns.

Topics Covered

  • Fundraising registration requirement
  • Top regulatory pitfalls in nonprofit fundraising
  • How online donations affect nonprofit fundraising registration requirements

Why You Should Attend ?

Professionals who assist nonprofit organizations are constantly barraged about whether state solicitation registrations are required, how to file, and what to do to maintain compliance. This webinar aims to demystify the process and provide a framework that allows for professionals to respond and act with confidence.

Learning objectives

  • Understand regulatory requirements for nonprofit organizations.
  • 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.

About Presenter

Warren is committed to assisting nonprofits as they navigate regulatory requirements for charitable solicitation, commercial co-ventures, professional solicitors, fundraising counsel, and charitable gift annuities. Warren works to find compliance solutions that permit nonprofits to focus on meeting their missions and expanding their impact.

Harbor Compliance provides services and software to help executive teams and boards manage compliance. We have a proven track record of success in all stages and aspects of charitable solicitation compliance including registrations, exemptions, extensions, renewals, corporate qualifications, and registered agents

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

Testimonials

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  • Joseph Kiley
    , MBA, CPA
    November 25th 2019
    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
  • Wieslawa Jamroz
    , CPA
    December 9th 2019
    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.

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.

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  • Cost FREE
  • CPE Credits 1
  • Subject Area Specialized Knowledge
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Finance Pros Tax Attorney Tax Practitioners Bookkeeper Accountant CFO/Controller Non Profit Pros CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Pros CPA (Industry) Auditors Tax Firm Young CPA Entrepreneurial CPA Tax Accountant (Industry) Finance Director Senior Accountant VP Accounts Accounts Director VP Finance
  • Handout Material Download

upcoming Live CPE Webinars

Schedule M-2 - How to Correctly Prepare the AAA and Determine the Tax Ramifications of S Corporation Distributions
Monday, January 20, 2020 | 10:00 AM EST View Details/Register
TAXATION OF US EXPATRIATES: TAX YEAR 2019
Monday, January 20, 2020 | 11:00 AM EST View Details/Register
Influencing Up – How to be Seen and Heard as a Strategic Partner
Monday, January 20, 2020 | 11:00 AM EST View Details/Register
UNITED STATES TAXATION OF FOREIGN INVESTORS IN GENERAL
Tuesday, January 21, 2020 | 10:30 AM EST View Details/Register
Is Credit Card Surcharging Legal? Yes and No
Tuesday, January 21, 2020 | 11:00 AM EST View Details/Register