CPE Course on Charitable Solicitation Registration and Reporting

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Charitable Registration and Reporting

Learning Objectives

To explore state charitable registration and reporting requirements, and their management.
To identify which traditional and online fundraising activities trigger registration and reporting requirements.
To identify additional nonprofit activities including special events and cause marketing co-ventures that may trigger special registration and reporting requirements in certain states.
To explore state-specific exemptions, extensions, and disclosure statements.
To recognize whether reviewed or audited financial statements must be filed in order to register to solicit in a state.
To understand the role of the CPA in managing state charitable registration and reporting.

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?

The vast majority of states require that before a charitable nonprofit may ask someone in their state for a contribution – whether by letter, phone, email, social media, and sometimes even grant applications – the nonprofit must register with the appropriate state official to let the state know that the nonprofit is soliciting contributions (also known as fundraising). The separate state “charitable registration” laws are not uniform but inconsistent from state to state. Compliance is not only complicated but also burdensome and costly for charitable nonprofits. From determining the overlap of fundraising activities with where registration may be required and identifying the correct initial forms for each state, to filling them in and preparing checks for various filing fees, the process diverts significant staff time and financial resources.

This online CPE course will provide an overview of state charitable registration and reporting requirements for all types of fundraising. We’ll learn how to determine when and where registration and reporting is required.

In this online continuing education course, we’ll discuss exemptions, extensions, and state-mandated disclosure statements. We’ll move on to examine state-specific nonprofit financial statement requirements and the interplay between Form 990 and financial statements. Finally, we will discuss the role of the CPA in managing state charitable registration and reporting requirements.

Major topics covered in this online CPE webinar:

Forms of solicitation
Registration forms for charitable solicitation
Exemptions from registration
Renewal requirements
Fundraising registration approaches
Foreign qualification and the requirement for a registered agent
Disclosure statements
Risks of noncompliance
Benefits of compliance

This one-hour CPE webinar provides a user-friendly, comprehensive overview of charitable registration requirements in all 50 states.

Webinar Qualifies For

1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPE Credit for Certified Internal Auditors (CIA)
1 CPE Credit of Specialized Knowledge and Applications for Certified Management Accountants (CMA)
1 CPE Credit for Certified Government Auditing Professional (CGAP)
1 CPE Credit for Internal Audit Practitioner (IAP)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CPE Credit for Qualification in Internal Audit Leadership (QIAL)

About Instructor

Sharon Cody, JD

Nonprofit Market Manager, Harbor Compliance and Labyrinth, Inc.

Ms. Cody is Nonprofit 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. Ms. Cody 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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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

4.4

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Average

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Michelle Miele, CPA (US)

So so helpful! I am volunteering for a newly created non-profit and had no idea the liability of soliciting online gives. Will definitely be using this info to bring my organization to compliance.

Miranda Brownlow, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Provided some additional details I wasn't familiar with, even though I am vaguely familiar with my organization's filings. Also helped explain the reason why we file, always helpful in my opinion!

Ken Laraway, CPA (US)

This was very educational. Wish otgeee from work had taken it.

Carole Williams, CPA (US)

The presenter was excellent.

Christina Knight, CPA (US)

The topic was well-explained

1 Credit

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Verification Code

Charitable Registration and Reporting

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Sharon Cody, JD

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Michelle Miele, CPA (US)

Miranda Brownlow, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Ken Laraway, CPA (US)

Carole Williams, CPA (US)

Christina Knight, CPA (US)

Subject Area

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