CHARITABLE SOLICITATION What does it take to be compliant? Presented by: Brock Klinger

Size: px
Start display at page:

Download "CHARITABLE SOLICITATION What does it take to be compliant? Presented by: Brock Klinger"

Transcription

1 CHARITABLE SOLICITATION What does it take to be compliant? Presented by: Brock Klinger

2 INTRODUCTION TO NEON Since 2004, Neon has helped thousands of organizations reach their full potential, raising millions of dollars for great causes along the way. We re proud to be a privately-owned company, so we can focus on serving the great organizations we work with not shareholders or profits. And with the best-rated tech support in the nonprofit sector, the people behind Neon is what really sets us apart from everyone else. CONTACT Casey Wittekind Manager of Professional Services training@z2systems.com

3 INTRODUCTION TO HARBOR COMPLIANCE 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. YOUR PRESENTER Brock Klinger Account Manager (direct) bklinger@harborcompliance.com Harbor Compliances is not an accounting or legal firm and does not provide tax, financial, or legal advice.

4 WHAT WILL WE COVER? State registration requirements Online fundraising Why compliance should be a priority What it takes to register, including the costs How to manage registrations and simplify the process

5 CHARITABLE SOLICITATION COMPLIANCE From the Internal Revenue Service Many states have laws regulating the solicitation of funds for charitable purposes. These statutes generally require organizations to register with a state agency before soliciting the state's residents for contributions, providing exemptions from registration for certain categories of organizations. In addition, organizations may be required to file periodic financial reports. State laws may impose additional requirements on fundraising activity involving paid solicitors and fundraising counsel. 41 states require registration 24 states require disclosure statements

6 DO THESE REQUIREMENTS APPLY TO US? Solicitation = Asking for donations Common forms of solicitation: Fundraising events Direct mail Phone calls s Online fundraising Applying for grants Radio and TV ads Collecting membership dues Auctions, bingos, raffles, games Professional solicitors, fundraising consultants, or commercial co-ventures

7 ONLINE FUNDRAISING Two practical approaches: 1Register or file an exemption in all 41 states OR 2Do not accept online contributions from states in which you are not registered Ways to solicit online: Quick notes about The Charleston Principles: State guidelines; not law Only 19 state follow them Donate Now buttons Social media

8 WHERE DO WE NEED TO REGISTER? Solicitation is the key Review solicitation in each of the 41 states Compliance may mean filing registrations or exemptions TAKE ACTION! Educate your clients on the meaning of solicitation and review your fundraising footprint.

9 WHY COMPLIANCE SHOULD BE A PRIORITY Risks and consequences of noncompliance State fines and penalties Bad PR and embarrassment Loss of state recognition of tax exemption Revocation of right to solicit Enforcement actions and audits Liability for officers and directors Missed grant and donation opportunities TAKE ACTION! Communicate to your clients why compliance should be a priority.

10 WHAT DOES IT TAKE TO REGISTER? 1 Research 2 Apply 3 Monitor 4 Renew Registration status Application forms, fees, and supporting documents Other state pre-requisites Mail, fax, and online applications State fees range from $1,400-5,000 for 41-state registration Process times vary from a week to several months Follow up with states to ensure approval Track renewal dates File renewal applications Stay current with legislative changes

11 WHAT DOES IT TAKE TO REGISTER? 1 Research 2 Apply 3 Monitor 4 Renew Registration status Application forms, fees, and supporting documents Other state pre-requisites Mail, fax, and online applications State fees range from $1,400-5,000 for 41-state registration Process times vary from a week to several months Follow up with states to ensure approval Track renewal dates File renewal applications Stay current with legislative changes

12 WHAT DOES IT TAKE TO REGISTER? 1 Research 2 Apply 3 Monitor 4 Renew Registration status Application forms, fees, and supporting documents Other state pre-requisites Mail, fax, and online applications State fees range from $1,400-5,000 for 41-state registration Process times vary from a week to several months Follow up with states to ensure approval Track renewal dates File renewal applications Stay current with legislative changes

13 WHAT DOES IT TAKE TO REGISTER? 1 Research 2 Apply 3 Monitor 4 Renew Registration status Application forms, fees, and supporting documents Other state pre-requisites Mail, fax, and online applications State fees range from $1,400-5,000 for 41-state registration Process times vary from a week to several months Follow up with states to ensure approval Track renewal dates File renewal applications Stay current with legislative changes TAKE ACTION! Review how your clients handle compliance. If you haven t registered, discuss plans for becoming compliant.

14 WHAT DOES IT TAKE TO MANAGE COMPLIANCE? Time to manage renewals Files to keep copies of licenses and applications Spreadsheet of registration numbers, statues, due dates Calendar system for reminders of renewals Preparing disclosure statements Monitor legislative and administrative changes

15 OUR SOLUTION Fully manage each step of the process Tracking software for reporting Flat-rate pricing per state Expert team with a dedicated Compliance Specialist TAKE ACTION! Reach out to us to discuss how we can partner with your organization!

16 QUESTIONS & ANSWERS Next Step: Contact us! Contact me by to schedule a time to speak or send additional questions to Brock Klinger at bklinger@harborcompliance.com

CHARITABLE SOLICITATION What does it take to be compliant? Presented by: Ify Aduba

CHARITABLE SOLICITATION What does it take to be compliant? Presented by: Ify Aduba CHARITABLE SOLICITATION What does it take to be compliant? Presented by: Ify Aduba Introduction To Harbor Compliance Harbor Compliance provides services and software to help executive teams and boards

More information

CHARITABLE SOLICITATION REGISTRATION. Navigating the Complexities PRESENTED BY

CHARITABLE SOLICITATION REGISTRATION. Navigating the Complexities PRESENTED BY CHARITABLE SOLICITATION REGISTRATION Navigating the Complexities PRESENTED BY Introduction Charity Navigator has long been the advocate for promoting financial transparency in the nonprofit sector. For

More information

NONPROFIT PROPOSAL. Prices and services are subject to change.

NONPROFIT PROPOSAL. Prices and services are subject to change. NONPROFIT PROPOSAL Prices and services are subject to change. 10/10/2016 2 2015-2016 www.harborcompliance.com info@harborcompliance.com 1-888-995-5895 START A NONPROFIT Starting a nonprofit is a team effort.

More information

Solicitation of Contributions

Solicitation of Contributions Page 1 of 5 Solicitation of Contributions The Solicitation of Contributions Act requires anyone who solicits donations from people in the state of Florida to register with the department and renew annually.

More information

Fundraising Registration Update 2013

Fundraising Registration Update 2013 Fundraising Registration Update 2013 Marc Lee, CFRE, President, Affinity Fundraising Registration February 2013 Handout: www.fundraisingregistration.com/documents/registrationupdate2013.pdf Presenter I

More information

MADERA UNIFIED SCHOOL DISTRICT. Guidelines for Parent Organizations and Booster Clubs

MADERA UNIFIED SCHOOL DISTRICT. Guidelines for Parent Organizations and Booster Clubs MADERA UNIFIED SCHOOL DISTRICT Guidelines for Parent Organizations and Booster Clubs October 2012 Table of Contents Definitions...1 Application for Board Approval...3 Minimum Elements of a Constitution

More information

78th OREGON LEGISLATIVE ASSEMBLY Regular Session. House Bill 2087

78th OREGON LEGISLATIVE ASSEMBLY Regular Session. House Bill 2087 th OREGON LEGISLATIVE ASSEMBLY-- Regular Session House Bill Introduced and printed pursuant to House Rule.00. Presession filed (at the request of House Interim Committee on Revenue) SUMMARY The following

More information

DEPARTMENT OF HUMAN SERVICES AGING AND PEOPLE WITH DISABILITIES DIVISION OREGON ADMINISTRATIVE RULES CHAPTER 411 DIVISION 58

DEPARTMENT OF HUMAN SERVICES AGING AND PEOPLE WITH DISABILITIES DIVISION OREGON ADMINISTRATIVE RULES CHAPTER 411 DIVISION 58 DEPARTMENT OF HUMAN SERVICES AGING AND PEOPLE WITH DISABILITIES DIVISION OREGON ADMINISTRATIVE RULES 411-058-0000 Definitions CHAPTER 411 DIVISION 58 LONG TERM CARE REFERRAL SERVICES Unless the context

More information

Viviano Flower Shop Benefaction Request Form

Viviano Flower Shop Benefaction Request Form Welcome to! Please read the following comments carefully as we have prepared them to help give you a better idea of the types of charitable donations makes. We hope to spare some solicitors the effort

More information

CUTLER-OROSI JOINT UNIFIED SCHOOL DISTRICT

CUTLER-OROSI JOINT UNIFIED SCHOOL DISTRICT CUTLER-OROSI JOINT UNIFIED SCHOOL DISTRICT Guidelines for Parent Organizations and Booster Clubs 1 Table of Contents Definitions 3 Application for Board Approval 5 Minimum Elements of a Constitution and

More information

PURPOSE: POLICY: PROCEDURE:

PURPOSE: POLICY: PROCEDURE: POLICY AND PROCEDURE FOR COORDINATING SOLICITATIONS FOR PRIVATE DONATIONS AND CLASSIFYING GIFTS AND SPONSORED PROJECTS AT UNIVERSITY OF NEVADA, LAS VEGAS PURPOSE: To communicate guidelines for university-wide

More information

THIRD-PARTY FUNDRAISING TOOLKIT

THIRD-PARTY FUNDRAISING TOOLKIT THIRD-PARTY FUNDRAISING TOOLKIT CHILDREN S HOSPITAL CHILDREN S HOSPITAL 200 Henry Clay Avenue New Orleans, LA (504) 896-9375 www.chnola.org THIRD-PARTY FUNDRAISING TOOLKIT Welcome Thank you for your sincere

More information

2018 Public Policy Agenda

2018 Public Policy Agenda 2018 Public Policy Agenda Our Vision Colorado Nonprofit Association leads, serves and strengthens Colorado s nonprofit community to improve the quality of life throughout our state. We work so that Colorado

More information

Guidelines for Unit Leadership and Reviewers of Service Project Fundraising Applications October 2017

Guidelines for Unit Leadership and Reviewers of Service Project Fundraising Applications October 2017 Guidelines for Unit Leadership and Reviewers of Service Project Fundraising Applications October 2017 Audience and Scope: This guidance is being provided for unit leadership in order to help them assist

More information

Chapter 21. Chapter 21 Booster Clubs, Foundations, Auxiliary Organizations and Other Parent-Teacher Associations

Chapter 21. Chapter 21 Booster Clubs, Foundations, Auxiliary Organizations and Other Parent-Teacher Associations Chapter 21 Chapter 21 Booster Clubs, Foundations, Auxiliary Organizations and Other Parent-Teacher Associations Booster clubs, foundations, auxiliary organizations and other parent-teacher organizations

More information

Trends in Nonprofit Accountability and Its Impact on Reporting Requirements

Trends in Nonprofit Accountability and Its Impact on Reporting Requirements Trends in Nonprofit Accountability and Its Impact on Reporting Requirements Increased Stewardship and Accountability Requirements Raises the Importance of Integrated, Accurate, and Easy-to-Use Reporting

More information

RE: Proposed Rule on Eligibility Requirements for Standard Mail, Federal Register, April 19, 2004

RE: Proposed Rule on Eligibility Requirements for Standard Mail, Federal Register, April 19, 2004 June 17, 2004 Sherry Freda Manager, Mailing Standards U.S. Postal Service 1735 N. Lynn St., Room 3025 Arlington, VA 22209-6038 RE: Proposed Rule on Eligibility Requirements for Standard Mail, Federal Register,

More information

Who Is Eligible Matching Gift Program: All full- and part-time employees that have been with the company for at least six months are eligible.

Who Is Eligible Matching Gift Program: All full- and part-time employees that have been with the company for at least six months are eligible. Guidelines Program Description The Piper Jaffray Matching Gift Program and Charitable Giving Campaign offers full-time and part-time employees the opportunity to make charitable contributions efficiently

More information

SECTION 22 GIFTS PROCESSING

SECTION 22 GIFTS PROCESSING SECTION 22 GIFTS PROCESSING Policy Sequence 22-000 May 2008 Section 22 This page intentionally left blank. May 2008 Section 22 Introduction The California State University, Long Beach Foundation is a nonprofit

More information

Fiscal Sponsorship Up Close: Understanding the Benefits and Pitfalls

Fiscal Sponsorship Up Close: Understanding the Benefits and Pitfalls Fiscal Sponsorship Up Close: Understanding the Benefits and Pitfalls Karen Leaffer, Esq. Colorado Nonprofit Association October 6, 2014 Overview 2 2013 Leaffer Law What Is Fiscal Sponsorship? A formal

More information

State of Kansas Community Service Tax Credit FY2019 Application Guidelines (For projects starting July 1, 2018 And ending December 31, 2019)

State of Kansas Community Service Tax Credit FY2019 Application Guidelines (For projects starting July 1, 2018 And ending December 31, 2019) State of Kansas Community Service Tax Credit FY2019 Application Guidelines (For projects starting July 1, 2018 And ending December 31, 2019) 1000 S.W. Jackson Street, Suite 100 Topeka, KS 66612-1354 Phone:

More information

Third Party Fundraising Toolkit

Third Party Fundraising Toolkit Third Party Fundraising Toolkit One of the many ways to support the Centre Wellington Community Foundation (CWCF or Foundation) is by planning and/or sponsoring an event to raise funds for the Foundation.

More information

Fundraising. Standards for PTA Fundraising

Fundraising. Standards for PTA Fundraising Fundraising The primary emphasis in PTA should be the promotion of the PTA Mission and Purposes of the PTA. The real working capital of a PTA lies in its members, not in its treasury. PTAs do not exist

More information

Ranken Jordan Pediatric Bridge Hospital Third Party Event Packet

Ranken Jordan Pediatric Bridge Hospital Third Party Event Packet Thank you for considering supporting Ranken Jordan Pediatric Bridge Hospital. We are grateful for all third parties who wish to raise money to help kids and their family s transition from the acute care

More information

APPLICATION FOR A BINGO-RAFFLES LICENSE This application must be filed with the Secretary of State.

APPLICATION FOR A BINGO-RAFFLES LICENSE This application must be filed with the Secretary of State. License Fee: $100.00 Make check payable to Secretary of State 1700 Broadway, Ste 200 Denver, Colorado 80290 License Number to be issued by Department of State: Date issued: APPLICATION FOR A BINGO-RAFFLES

More information

Third-Party Fundraiser Package

Third-Party Fundraiser Package Third-Party Fundraiser Package Dear Friend of the Travis Roy Foundation: Thank you for considering the Travis Roy Foundation as a beneficiary of your fundraising activities. We appreciate your efforts

More information

IC Chapter 2. Licensure of Hospitals

IC Chapter 2. Licensure of Hospitals IC 16-21-2 Chapter 2. Licensure of Hospitals IC 16-21-2-1 Application of chapter Sec. 1. (a) Except as provided in subsection (b), this chapter applies to all hospitals, ambulatory outpatient surgical

More information

7/15/2013. Vision Every child s potential is a reality.

7/15/2013. Vision Every child s potential is a reality. 2013 What are the responsibilities? What is fundraising? How to select a fundraiser? How to select a reliable and reputable company? What is important when reviewing a contract? What is the difference

More information

Advocacy building relationships and educating others about NSCC and its mission.

Advocacy building relationships and educating others about NSCC and its mission. 1.0 PURPOSE 1.1 To help advance the vision and mission of the Nova Scotia Community College, NSCC has established and incorporated a not-for-profit organization, the Nova Scotia Community College Foundation

More information

III. The Consultant Pre-Qualification Program

III. The Consultant Pre-Qualification Program III. The Mn/DOT s Office of Technical Support Services Section, working in conjunction with the Reform Committee, the Minnesota Consulting Engineers Council, the Department of Administration, and others

More information

Updates to military-related statutes (priority #6)

Updates to military-related statutes (priority #6) Updates to military-related statutes (priority #6) Subtopic A- Criminal matters notification Subtopic B- Post 9/11 GI bill language update Subtopic C- Military spouse unemployment sunset repeal Subtopic

More information

FIRST AMENDED Operating Agreement. North Carolina State University and XYZ Foundation, Inc. RECITALS

FIRST AMENDED Operating Agreement. North Carolina State University and XYZ Foundation, Inc. RECITALS FIRST AMENDED Operating Agreement North Carolina State University and XYZ Foundation, Inc. This Operating Agreement (Agreement) is made between North Carolina State University (NC State) and XYZ Foundation,

More information

GROUP, CLUB and PARENT ORGANIZATION. Guidelines

GROUP, CLUB and PARENT ORGANIZATION. Guidelines GROUP, CLUB and PARENT ORGANIZATION Guidelines 1. INTRODUCTION... 2 1.1. PURPOSE OF DOCUMENT... 2 1.2. RECOMMENDATIONS... 2 1.3. DISCLAIMER STATEMENT... 2 2. GENERAL STATEMENTS... 3 2.1. GROUP SUPPORT...

More information

CITY OF LYNWOOD REQUEST FOR PROPOSALS For BUSINESS LICENSE SERVICES

CITY OF LYNWOOD REQUEST FOR PROPOSALS For BUSINESS LICENSE SERVICES CITY OF LYNWOOD REQUEST FOR PROPOSALS For BUSINESS LICENSE SERVICES May 14, 2015 City of Lynwood 11330 Bullis Road Lynwood, California 90262 1 I. INTRODUCTION A. General Information The City of Lynwood

More information

IC Chapter 4. Charity Gaming Licenses

IC Chapter 4. Charity Gaming Licenses IC 4-32.2-4 Chapter 4. Charity Gaming Licenses IC 4-32.2-4-1 Authorized activities Sec. 1. A qualified organization may conduct the following activities in accordance with this article: (1) A bingo event.

More information

AS Fundraising & Donations Authorization Form

AS Fundraising & Donations Authorization Form AS Fundraising & Donations Authorization Form Important Info (please read thoroughly): One of these forms must be completed for each fundraising project your organization is planning. A single project

More information

Special Activities Committee Guidelines

Special Activities Committee Guidelines ... Special Activities Committee Guidelines A lodge may hold up to two food fundraisers during each calendar year for the cl,larities. Each fundraiser shoujd be different and not two of.the same kind.

More information

Updated March 21, 2018

Updated March 21, 2018 Exhibit 1 INCUBATOR FISCAL SPONSORSHIP PROGRAM MANUAL Updated March 21, 2018 ABOUT THE PROGRAM... 2 ELIGIBILITY... 2 CREATIVE CONTROL AND INTELLECTUAL PROPERTY... 2 APPLICATION PROCESS... 2 PROGRAM FEES...

More information

Grant Proposal Instructions

Grant Proposal Instructions The Colorado Dental Association Foundation believes in supporting the dental health community by improving access to dental care, supporting oral health education and statewide programs, and promoting

More information

THIRD PARTY FUNDRAISING GUIDE

THIRD PARTY FUNDRAISING GUIDE THIRD PARTY FUNDRAISING GUIDE 888 Swift Blvd Richland, WA 99352 (509) 942-2661 foundation@kadlec.org www.kadlec.org/foundation HOST AN EVENT! Thank you for your interest in fundraising for community health

More information

COMMUNITY PARTNER EVENTS

COMMUNITY PARTNER EVENTS COMMUNITY PARTNER EVENTS Guidelines and Benefits 2018 Base 2 Space A snowboarder rides the Slayride Banked Slalom at Stevens Pass having fun while raising funds for Fred Hutch. Community Partner for Fred

More information

Amy Eisenstein. By MPA, ACFRE. Introduction Are You Identifying Individual Prospects? Are You Growing Your List of Supporters?...

Amy Eisenstein. By MPA, ACFRE. Introduction Are You Identifying Individual Prospects? Are You Growing Your List of Supporters?... Simple Things You re NOT Doing to Raise More Money Amy Eisenstein By MPA, ACFRE Introduction........................................... 2 Are You Identifying Individual Prospects?.......................

More information

Your Fundraising Planning Guide

Your Fundraising Planning Guide Your Fundraising Planning Guide PLANNING GUIDE CONTENTS 1 2 3 4 5 What is #GivingTuesday? Don t Dos + Must Dos Suggested Planning Timeline Planning Checklist (Plan, Prepare, Promote) Additional Resources

More information

AN INTRODUCTION TO FINANCIAL MANAGEMENT FOR GRANT RECIPIENTS. National Historical Publications and Records Commission

AN INTRODUCTION TO FINANCIAL MANAGEMENT FOR GRANT RECIPIENTS. National Historical Publications and Records Commission AN INTRODUCTION TO FINANCIAL MANAGEMENT FOR GRANT RECIPIENTS National Historical Publications and Records Commission March 5, 2012 Contents USE OF THE GUIDE... 2 ACCOUNTABILITY REQUIREMENTS... 2 Financial

More information

N O N-PR O FI T O R G A NI Z A T I O NS

N O N-PR O FI T O R G A NI Z A T I O NS FIN A N C I A L M A N A G E M E N T G UID E F O R N O N-PR O FI T O R G A NI Z A T I O NS N A T I O N A L E ND O W M E N T F O R T H E A R TS O F F I C E O F INSP E C T O R G E N E R A L SEP T E M B E

More information

FUNDRAISING EVENT ADMINISTRATION

FUNDRAISING EVENT ADMINISTRATION PURPOSE/POLICY To provide procedures and guidance for conducting fundraising events in accordance with ICSUAM Policy 15701.00. The University shall accept fundraising proceeds for support of accepted programs

More information

IRS Form 1023: Application for Recognition for Exemption under Section 501(c)(3) of Internal Revenue Code

IRS Form 1023: Application for Recognition for Exemption under Section 501(c)(3) of Internal Revenue Code Quorum Outreach and Research Foundation Page 1 IRS Form 1023: Application for Recognition for Exemption under Section 501(c)(3) of Internal Revenue Code Attachment A: Narrative Response The following document

More information

REQUEST FOR PROPOSAL FOR LEGAL SERVICES

REQUEST FOR PROPOSAL FOR LEGAL SERVICES REQUEST FOR PROPOSAL FOR LEGAL SERVICES FOR THE PERIOD March 1, 2014 to January 30, 2016 INQUIRIES AND PROPOSALS SHOULD BE DIRECTED TO: KAREN PERKINS CHIEF OPERATING OFFICER EARLY LEARNING COALITION OF

More information

Through its advocacy and public education work, the Center seeks to champion and protect the nonprofit

Through its advocacy and public education work, the Center seeks to champion and protect the nonprofit 2016 Advocacy Plan Introduction: The Center for Non-Profits mission is to build the power of New Jersey s non-profit community to improve the quality of life for the people of our state. To pursue its

More information

Fundraising Events. Approval of Fundraisers

Fundraising Events. Approval of Fundraisers Fundraising Events Approval of Fundraisers Education Code section 48932 allows the governing board to authorize student body organizations to conduct fund-raising activities. From this section of the law,

More information

Official Local PTA Leader Kit. Fundraising Quick Reference Guide

Official Local PTA Leader Kit. Fundraising Quick Reference Guide 2018 2019 Official Local PTA Leader Kit Fundraising Quick Reference Guide Table of Contents Welcome 3 Mission-Driven Fundraising 4 Strategies 5 Donations 6 Events 7 Grants 9 Product Sales 9 Tracking &

More information

ASB and Booster Clubs

ASB and Booster Clubs ASB and Booster Clubs Parents support groups are needed, helpful and necessary because schools will always need money and will always find uses for it. There are many enthusiastic and caring parents who

More information

TITLE 11. CALIFORNIA BUREAU OF GAMBLING CONTROL NOTICE OF PROPOSED RULEMAKING

TITLE 11. CALIFORNIA BUREAU OF GAMBLING CONTROL NOTICE OF PROPOSED RULEMAKING TITLE 11. CALIFORNIA BUREAU OF GAMBLING CONTROL NOTICE OF PROPOSED RULEMAKING Nonprofit Organization Fundraiser; Required Forms; Registration and Operation of Fundraising Event The California Bureau of

More information

Kaiser Permanente Northern California Region South Bay Public Affairs Santa Cruz County

Kaiser Permanente Northern California Region South Bay Public Affairs Santa Cruz County Kaiser Permanente Northern California Region South Bay Public Affairs Santa Cruz County SPONSORSHIP GUIDE 2018 Table of Contents Introduction 2 Funding priorities 2 Eligibility guidelines 3 Selection criteria

More information

Welcome. Third Party Standards 2017

Welcome. Third Party Standards 2017 Welcome Thank you for your interest in supporting Hospice of Southern Illinois in our mission to enhance the quality of life for individuals and their loved ones touched by a terminal illness. Hospice

More information

Fast Fundraising Facts for Fame & Fortune

Fast Fundraising Facts for Fame & Fortune Fast Fundraising Facts for Fame & Fortune CAPLAW 2010 National Training Conference June 17, 2010 8:30 a.m. 11:45 a.m. Savannah, GA Jean Block Jean Block Consulting, Inc. 7915 Cliff Road, NW Albuquerque,

More information

Financial Reporting Main

Financial Reporting Main CPB ISIS Grantee's Main Finance Screen https://isis.cpb.org/headerclick.aspx?rdct=financialmain 1 of 1 4/12/2017 3:16 PM BRUCE HAINES Financial Reporting Legal Forms Grant Payments Grantee Profile Current

More information

Charitable Giving Grant Application 2014

Charitable Giving Grant Application 2014 Charitable Giving Grant Application 2014 Our Vision A world with increased opportunity for all, through better access to education and technology. Our Mission Our mission is to leverage Blackboard s unique

More information

UCSF Community Fundraising Event Tool Kit

UCSF Community Fundraising Event Tool Kit UCSF Community Fundraising Event Tool Kit Be a Community Fundraiser Thank you for your interest in supporting UCSF by hosting an event! UCSF is dedicated to promoting health worldwide through advanced

More information

PTSA & Booster Club Handbook

PTSA & Booster Club Handbook PTSA & Booster Club Handbook A reference guide for all UPSD parent clubs board of directors Prepared by the UPSD Business Office and Athletic Director University Place School District ADMINISTRATIVE PROCEDURE

More information

NORTHERN CALIFORNIA REGION SACRAMENTO VALLEY. Northern California Region South Bay Public Affairs

NORTHERN CALIFORNIA REGION SACRAMENTO VALLEY. Northern California Region South Bay Public Affairs NORTHERN CALIFORNIA REGION SACRAMENTO VALLEY Northern California Region South Bay Public Affairs SPONSORSHIP GUIDE 2013 0 Table of Contents Introduction 2 Funding priorities 2 Eligibility guidelines 3

More information

Revenue Sources. Charitable Giving 8/29/12. Exploring the Revenue Path Less Traveled: Fund-Raising and Grants

Revenue Sources. Charitable Giving 8/29/12. Exploring the Revenue Path Less Traveled: Fund-Raising and Grants Exploring the Revenue Path Less Traveled: Fund-Raising and Grants Janet Levine Janet Levine Consulting Building Capacity for Nonprofit Organizations Revenue Sources Other includes investment income, government

More information

Rotary Club of Madison BUDGET VS. ACTUAL July 2015 June 2016

Rotary Club of Madison BUDGET VS. ACTUAL July 2015 June 2016 Rotary Club of Madison BUDGET VS. ACTUAL July 2015 June 2016 TOTAL ACTUAL BUDGET OVER BUDGET Income Fund Raising Community Events Bottle Hill Day 1,316 2,300 (984) Shred It 2,000 2,500 (500) Total Community

More information

Policy 629. Education Programs. Student Fundraising. I. Purpose

Policy 629. Education Programs. Student Fundraising. I. Purpose Policy 629 Education Programs Student Fundraising I. Purpose This policy regulates fundraising activities by school district-sponsored student groups and organizations. Refer to Policies 912 and 913 for

More information

Toronto District School Board

Toronto District School Board Toronto District School Board Title: FUNDRAISING Adopted: June 12, 2002 Revised: December 16, 2003 (Replaces H.019), September 25, 2006, November 19, 2007, May 14, 2008 Authorization: Operational Procedure

More information

Private Organization Workshop 50 FSS/FSR 50 SW/JA

Private Organization Workshop 50 FSS/FSR 50 SW/JA Private Organization Workshop 50 FSS/FSR 50 SW/JA Disclaimer O These slides are intended as a reference point only and should not be considered advice on any particular situation. If you have specific

More information

Prepare to Pack Your Bags!

Prepare to Pack Your Bags! Prepare to Pack Your Bags! Use these 11-steps to fundraise for your trip to the Youth Bike Summit: Step 1: Budget Step 2: Develop a Committee Step 3: Brainstorm Ideas Step 4: Create A Timeline Step 5:

More information

FAQ. FAQ - Matching Gift Program. FAQ - Volunteer Grant Program. FAQ - Matching Gift Program

FAQ. FAQ - Matching Gift Program. FAQ - Volunteer Grant Program. FAQ - Matching Gift Program FAQ FAQ - Matching Gift Program What is the Charitable Matching Gift Program? Am I eligible to participate in The Home Depot Foundation Charitable Matching Gifts Program? How do I participate in The Home

More information

How To Use Data To Manage Your Nonprofit

How To Use Data To Manage Your Nonprofit How To Use Data To Manage Your Nonprofit Operate more like a business while staying true to your organization s mission Take a Page From the For-Profit Sector Some people don t like to think about running

More information

AGENDA. 10:45 a.m. CT Attendees Sign On 11:00 a.m. CT Webinar 11:50 a.m. CT Questions and Answers

AGENDA. 10:45 a.m. CT Attendees Sign On 11:00 a.m. CT Webinar 11:50 a.m. CT Questions and Answers AGENDA 10:45 a.m. CT Attendees Sign On 11:00 a.m. CT Webinar 11:50 a.m. CT Questions and Answers Asking Questions Throughout the webinar, type your questions using the "send note" button at the top of

More information

Bingo Casino Pull-Ticket Raffle

Bingo Casino Pull-Ticket Raffle Bingo Casino Pull-Ticket Raffle Licensing and Charitable Gaming Regulatory Division February 2010 TABLE OF CONTENTS A. INTRODUCTION B. DEFINITIONS C. APPLICATION FOR GAMING LICENCE D. CHARITABLE & RELIGIOUS

More information

Source of Income 2015 data 2016 data

Source of Income 2015 data 2016 data Page 1 of 11 Schedule A NFFS Excluded? If you have an NFFS Exclusion, please click the "NFFS X" button, and enter your NFFS data. Source of Income 2015 data 1. Amounts provided directly by federal government

More information

Annual Giving Information

Annual Giving Information ANNUAL GIVING FREQUENTLY ASKED QUESTIONS Q: WHAT IS ANNUAL GIVING? A: The Office of Annual Giving turns individual gifts of all sizes into collective energy. It is alumni, along with parents and friends,

More information

REQUEST FOR PROPOSAL AUDITING SERVICES. Chicago Infrastructure Trust

REQUEST FOR PROPOSAL AUDITING SERVICES. Chicago Infrastructure Trust REQUEST FOR PROPOSAL AUDITING SERVICES Chicago Infrastructure Trust 10 August 2016 Table of Contents Background Information... 3 Objective and Scope of Services... 3 RFP Process and Submission Requirements...

More information

Membership, Year End Gifts & The Power of Thank You

Membership, Year End Gifts & The Power of Thank You 1 Membership, Year End Gifts & The Power of Thank You DONNA ANN HARRIS HERITAGE CONSULTING INC. Agenda for today 2 Membership Year End Gifts The Power of Thank You What To Do Tomorrow Tell me your name

More information

Hosting Events: A toolkit for planning events to benefit University of Iowa Children s Hospital through Children s Miracle Network.

Hosting Events: A toolkit for planning events to benefit University of Iowa Children s Hospital through Children s Miracle Network. Hosting Events: A toolkit for planning events to benefit University of Iowa Children s Hospital through Children s Miracle Network. Thank you! Thank you for your interest in hosting an event to benefit

More information

ALUMNI ASSOCIATION PLAYBOOK. Alumni Engagement

ALUMNI ASSOCIATION PLAYBOOK. Alumni Engagement ALUMNI ASSOCIATION PLAYBOOK PLAYBOOK OVERVIEW Background: as part of the Membership for Life campaign launched in 2016, the Alumni Engagement Committee identified a need for a resource that serves as a

More information

Checking Out the Competition, Part I: Why the Symphony Gets Bigger Gifts than Your Classical Public Radio Station

Checking Out the Competition, Part I: Why the Symphony Gets Bigger Gifts than Your Classical Public Radio Station Checking Out the Competition, Part I: Why the Symphony Gets Bigger Gifts than Your Classical Public Radio Station By Deborah Lein, Philanthropy and Engagement Consultant, Classical Music Rising Case language

More information

Fundraising Guidelines. & Application

Fundraising Guidelines. & Application Fundraising Guidelines & Application Fundraising Guidelines & Application Thank you for your interest in raising funds for The Love Your Sister Foundation (LYS). These Fundraising Guidelines are designed

More information

TEAM MANAGER S GUIDE TO FUNDRAISING

TEAM MANAGER S GUIDE TO FUNDRAISING TEAM MANAGER S GUIDE TO FUNDRAISING NRFC Marketing and Fundraising Committee 2013 Table of Contents New Rochelle F.C. - Who we are Why do the NRFC Teams Need to Raise Funds? Team Fundraising Club Fundraising

More information

Benevolent Funds: A Toolkit to Charitable Giving

Benevolent Funds: A Toolkit to Charitable Giving Benevolent Funds: A Toolkit to Charitable Giving Table of Contents INTRODUCTION... 3 TAX-EXEMPT ORGANIZATIONS... 4 COMMON TYPES OF CHARITABLE GIVING VEHICLES... Public Charity... Private Foundation...

More information

National CASA Association Local Special Issues Grant Application. Instructions and Information

National CASA Association Local Special Issues Grant Application. Instructions and Information National CASA Association 2018 Local Special Issues Grant Application Instructions and Information Opportunity Release Date: July 19, 2018 Grant Application Training Webinar: July 23, 2018 11:00 am-12:30

More information

Cultural Competency Initiative. Program Guidelines

Cultural Competency Initiative. Program Guidelines New Jersey STOP Violence Against Women (VAWA) Grants Program Cultural Competency Initiative Cultural Competency Technical Assistance Project Program Guidelines State Office of Victim Witness Advocacy Division

More information

SECURITY GUARD. LICENSE First Time Licensees or New Qualifier

SECURITY GUARD. LICENSE First Time Licensees or New Qualifier INDIANA PRIVATE INVESTIGATOR AND SECURITY GUARD LICENSING BOARD OBTAINING YOUR INDIANA SECURITY GUARD AGENCY LICENSE First Time Licensees or New Qualifier Contents Instructions......... 1 Quick Steps.........

More information

You, The Internet, Money & Your Privacy: The Law of Electronic Solicitation

You, The Internet, Money & Your Privacy: The Law of Electronic Solicitation You, The Internet, Money & Your Privacy: The Law of Electronic Solicitation Speaker Errol Copilevitz, ESQ Copilevitz & Canter, LLC Errol Copilevitz is the senior partner of the national law firm Copilevitz

More information

CCFS Legally-Exempt LX06a and LM09a- Packet Requirements Window Data Entry Reference Sheet (October 2012)

CCFS Legally-Exempt LX06a and LM09a- Packet Requirements Window Data Entry Reference Sheet (October 2012) CCFS Legally-Exempt LX06a LM09a- Packet Requirements Window Data Entry Reference Sheet (October 2012) LX06a LM09a- Packet Requirements Window Period Period The Period drop-down list allows you to choose

More information

PTA fundraising activities are carried out by a committee whose chairman is an appointed or elected member of the executive board.

PTA fundraising activities are carried out by a committee whose chairman is an appointed or elected member of the executive board. Fundraising for PTAs Home Page> Finance > Fundraising for PTAs Fundraising is the method of raising money to finance PTA programs and projects. The fund-raising project must support the goals of PTA and

More information

APPLICATION REQUIREMENTS Fees: $105 Make check payable to the Florida Department of Business and Professional Regulation.

APPLICATION REQUIREMENTS Fees: $105 Make check payable to the Florida Department of Business and Professional Regulation. State of Florida Regulatory Council of Community Association Managers Application for Community Association Management Firm License Form # DBPR CAM 2 1 of 5 This application is used to request initial

More information

Heritage Consulting Inc. What we will cover in 20 minutes. Diversifying your revenue sources. The Profitable Nonprofit

Heritage Consulting Inc. What we will cover in 20 minutes. Diversifying your revenue sources. The Profitable Nonprofit The Profitable Nonprofit Oakland County Heritage Conference September 10, 2009 1 DONNA ANN HARRIS HERITAGE CONSULTING INC. What we will cover in 20 minutes Diversifying revenue sources Where the money

More information

Types of Fund Raising 06/11/2017. Procedures for Fundraising. Self Imposed Dues and Fees

Types of Fund Raising 06/11/2017. Procedures for Fundraising. Self Imposed Dues and Fees Procedures for Fundraising Principal approves fundraising activity prior to event. (Fundraiser Approval Form) All fund expenses, including sales awards to students, must be presented to the Principal for

More information

GRANT APPLICATION PACKET

GRANT APPLICATION PACKET GRANT APPLICATION PACKET THE WAYNE C. SPEENBURGH GREENE COUNTY LEGISLATURE GRANT PROGRAM FOR THE YEAR 2017 A Funding Source for Projects by Youth, Seniors, Veterans and other eligible not-for-profit groups

More information

Booster Club Guidelines

Booster Club Guidelines Booster Club Guidelines PREFACE: Booster clubs are organizations operated and supported by parents and other community members to increase the opportunities for student success and support student activities.

More information

2015 MEMBER SPONSORSHIP OPPORTUNITIES

2015 MEMBER SPONSORSHIP OPPORTUNITIES 2015 MEMBER SPONSORSHIP OPPORTUNITIES 1 TABLE OF CONTENTS Who We Are 3 Partner With Us...4 Event Sponsorship Opportunities....5 Year-Long Sponsorship Opportunities. 12 Scholarship Opportunities.17 Thank

More information

https://isis.cpb.org/printpage.aspx?printpage=schall

https://isis.cpb.org/printpage.aspx?printpage=schall Page 1 of 11 Schedule A NFFS Excluded? If you have an NFFS Exclusion, please click the "NFFS X" button, and enter your NFFS data. Source of Income 2015 data 1. s provided directly by federal government

More information

Regional Philanthropy Director Job Announcement

Regional Philanthropy Director Job Announcement Regional Philanthropy Director Job Announcement Scion Executive Search (www.scionexecutivesearch.com) has been retained to conduct a search for a new Regional Philanthropy Director for Mercy Housing Northwest

More information

3 Fundraising for the Janeway Children s Hospital Foundation

3 Fundraising for the Janeway Children s Hospital Foundation FUNDRAISING IDEAS Table of Contents 2 Table of Contents 3 Fundraising for the Janeway Children s Hospital Foundation 3 Janeway Foundation Support 4 School Fundraising Ideas 6 Business Fundraising Ideas

More information

CONDUCTING A COMPLIANCE REVIEW OF HOSPITAL- PHYSICIAN FINANCIAL ARRANGEMENTS

CONDUCTING A COMPLIANCE REVIEW OF HOSPITAL- PHYSICIAN FINANCIAL ARRANGEMENTS CONDUCTING A COMPLIANCE REVIEW OF HOSPITAL- PHYSICIAN FINANCIAL ARRANGEMENTS Dennis S. Diaz Partner Davis Wright Tremaine LLP Los Angeles, California A. CMS has the Authority to Require Hospitals to Provide

More information

You are able to donate via credit card and request a Matching Gift through the online Matching Gift Program.

You are able to donate via credit card and request a Matching Gift through the online Matching Gift Program. FAQ What is a Matching Gift Program? How do I participate in The MassMutual Matching Gift Program? How do I make a donation and register for a matching gift? How to access the Matching Gift program? How

More information

DERRY TOWNSHIP SCHOOL DISTRICT

DERRY TOWNSHIP SCHOOL DISTRICT No. 915 SECTION: COMMUNITY DERRY TOWNSHIP SCHOOL DISTRICT TITLE: BOOSTER CLUBS ADOPTED: August 13, 2013 REVISED: June 23, 2014 915 BOOSTER CLUBS 1. Purpose The Derry Township School District Board of School

More information

g g g Community Arts Grants g Grant Compliance 2009 g Arts Council of New Orleans g g g

g g g Community Arts Grants g Grant Compliance 2009 g Arts Council of New Orleans g g g g g g Community Arts Grants g Grant Compliance 2009 g Arts Council of New Orleans g g g COMMUNITY ARTS GRANTS PROGRAM Through the Community Arts Grants Program, the Arts Council of New Orleans provides

More information