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

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.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

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

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.3
(111)
52%
32%
11%
5%
0%
  • MB
    Molly Broussard , CPA
    Jan 27th 2020
    good
WJ
Wieslawa Jamroz , CPA
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.
VS
Varvara Salazar , CPA
Phenomenal well explained easy to follow so the attendees can better research the information presented
JK
Joseph Kiley , MBA, CPA
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
HG
Hiral Gopaldas , CPA
I love the fact that I gained more knowledge than what I knew. I wish I had access to the instructor when I need help with a client since I am only a tax prepare an some of my clients, want business planning.
BH
Becky Hunter , CPA
This was the best webinar I have watched in a long time. Extremely informative but also concise, and hit all the most important topics!

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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

Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 Analysis
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
Children of all ages: Comprehensive Planning Techniques
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
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Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
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Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
Children of All Ages - Comprehensive Planning Techniques (New)
Monday, August 10, 2020 | 11:00 AM EDT View Details/Register
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Monday, August 10, 2020 | 11:30 AM EDT View Details/Register
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Monday, August 10, 2020 | 12:00 PM EDT View Details/Register
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Monday, August 10, 2020 | 01:00 PM EDT View Details/Register
Multistate Payroll Withholding Tax Issues
Monday, August 10, 2020 | 01:30 PM EDT View Details/Register
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Monday, August 10, 2020 | 02:00 PM EDT View Details/Register
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Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
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Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
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Tuesday, August 11, 2020 | 09:00 AM EDT View Details/Register