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