CHARITABLE SOLICITATION What does it take to be compliant? Presented by: Brock Klinger
|
|
- Amanda Austin
- 5 years ago
- Views:
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 Introduction To Harbor Compliance Harbor Compliance provides services and software to help executive teams and boards
More informationCHARITABLE 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 informationNONPROFIT 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 informationSolicitation 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 informationFundraising 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 informationMADERA 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 information78th 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 informationDEPARTMENT 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 informationViviano 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 informationCUTLER-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 informationPURPOSE: 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 informationTHIRD-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 information2018 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 informationGuidelines 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 informationChapter 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 informationTrends 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 informationRE: 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 informationWho 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 informationSECTION 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 informationFiscal 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 informationState 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 informationThird 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 informationFundraising. 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 informationRanken 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 informationAPPLICATION 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 informationThird-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 informationIC 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 information7/15/2013. 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 informationAdvocacy 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 informationIII. 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 informationUpdates 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 informationFIRST 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 informationGROUP, 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 informationCITY 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 informationIC 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 informationAS 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 informationSpecial 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 informationUpdated 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 informationGrant 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 informationTHIRD 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 informationCOMMUNITY 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 informationAmy 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 informationYour 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 informationAN 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 informationN 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 informationFUNDRAISING 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 informationIRS 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 informationREQUEST 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 informationThrough 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 informationFundraising 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 informationOfficial 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 informationASB 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 informationTITLE 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 informationKaiser 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 informationWelcome. 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 informationFast 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 informationFinancial 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 informationCharitable 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 informationUCSF 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 informationPTSA & 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 informationNORTHERN 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 informationRevenue 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 informationRotary 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 informationPolicy 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 informationToronto 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 informationPrivate 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 informationPrepare 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 informationFAQ. 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 informationHow 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 informationAGENDA. 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 informationBingo 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 informationSource 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 informationAnnual 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 informationREQUEST 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 informationMembership, 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 informationHosting 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 informationALUMNI 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 informationChecking 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 informationFundraising 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 informationTEAM 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 informationBenevolent 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 informationNational 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 informationCultural 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 informationSECURITY 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 informationYou, 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 informationCCFS 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 informationPTA 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 informationAPPLICATION 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 informationHeritage 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 informationTypes 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 informationGRANT 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 informationBooster 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 information2015 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 informationhttps://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 informationRegional 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 information3 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 informationCONDUCTING 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 informationYou 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 informationDERRY 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 informationg 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