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    Events and Fundraising

 

  • Organized various corporate and charitable fundraising events.

 

  • Compliance for nonprofits that solicit funds from the public – particularly in Connecticut, New Jersey, New York and Pennsylvania – regarding state charitable solicitation registration requirements (41 jurisdictions currently require nonprofits to register to solicit their residents, including Connecticut, pursuant to the Connecticut Solicitation of Charitable Funds Act, CGS Chapter 419d, Sections 21a-175 through 21a-190l, and 25 of such jurisdictions require registration and also mandate that certain detailed information that must be disclosed on solicitation materials disseminated by such nonprofits, including New Jersey, pursuant to the New Jersey Administrative Code Title 13, Law and Public Safety, Chapter 48, Charitable Fundraising, Subchapter 11. Fund Raising Practices Section 13:48-11, and the New Jersey Charitable Registration and Investigation Act Section 45:17A-30,New York, pursuant to the New York Consolidated Laws, Executive Law EXC Section 174-b Solicitation, and the Pennsylvania Statutes Title 10 P.S. Charities and Welfare Section 162.13).

 

  • Consultation regarding direct mail, radio, TV and telefunding advertisements, considered by many jurisdictions to be the most obvious forms of solicitation, requiring registration both in the jurisdictions where the potential donors reside and in the jurisdictions where the solicitations are received.

 

  • Consultation regarding the intricacies of internet fundraising websites and activities (for example, since registration requirements are triggered by the act of soliciting and must be followed regardless of whether the solicitor actually ever receives any funds as a result of the solicitation, simply displaying the option to donate on an organization website, social media page, or giving day page generally triggers registration requirements, and further, some jurisdictions consider the mere presence of a "Donate Now" button on a website being viewed within that jurisdiction to constitute an actual solicitation within that viewer’s jurisdiction, subject to all the solicitation requirements of that viewer’s jurisdiction, even if the website may actually be located in some other domestic or foreign jurisdiction).

 

  • Experience with the specified particular statutory disclosure language required by at least 25 jurisdictions, which must be included on written solicitations, donor confirmations, donor receipts, and donor reminders of contributions, informing donors where information about the nonprofit can be obtained, either from the jurisdiction’s charitable solicitation authority, or from the nonprofit itself, with specific contact information.

 

  • Experience with registration and licensing requirements for professional fundraising organizations.

 

  • Experience with registration and licensing requirements for professional fundraising counsels.

 

  • Experience with registration and licensing requirements for commercial co-venturers.

 

  • Experience with registration and licensing requirements for charitable gift annuities.

 

  • Experience with registration and licensing requirements for charitable gaming operations.

 

  • Consultation regarding whether an organization may qualify for an exemption or special exemption as an educational, fraternal, governmental, healthcare-related, membership-based, political or religious organization.

 

  • Assistance with charitable solicitation registration renewals and extensions.

 

  • Legal support for foreign qualification (registering a business or nonprofit and obtaining a certificate of authority in a jurisdiction outside the jurisdiction in which it was formed), required in 4 jurisdictions.

 

  • Assistance with completing registration applications, including submission of the jurisdiction’s specific form, filing fee and supporting documentation, such as the organization’s IRS Determination Letter, IRS Form 990, and a list of officers and directors, resulting in the jurisdiction issuing the official certificate of authority.

 

  • Assistance in filing IRS Form 1023 or 1023-EZ (and supporting Forms, such as Schedules A through H, Form 5768 - Election/Revocation of Election by an Eligible Section 501(c)(3) Organization to Make Expenditures to Influence Legislation, Form 2848 - Power of Attorney and Declaration of Representative, Form 8821 - Tax Information Authorization) to apply for federal tax exemption pursuant to IRC Section 501(3)(c), and review of the resulting IRS determination letter.

 

  • Management of charitable gaming (such as bingo, casino games nights, monte carlo nights, poker tournaments, pull-tab tickets, raffles) licensing and permitting compliance issues (such as requirements for the responsible party or game managers to file individual applications for licenses or permits).

 

  • Assistance applying for federal income tax exemption by qualifying for any of the various IRC 501(c) sections.

 

  • Interaction (such as verifying the credentials, surety bonds, paperwork accompanying the bond, paperwork accompanying the contract submission, consent for service filings, reports on solicitor compensation, background checks, and explanations of fees charged for services) with professional fundraisers (registration required in 45 jurisdictions), individual solicitors (license required in 15 jurisdictions), professional solicitors and fundraising counsels.

 

  • Drafting and negotiation of commercial co-venture agreements (registration required in at least 24 jurisdictions and a formal license required in at least 4 jurisdictions), allowing nonprofits to share a percentage of the revenue received from donations with commercial for-profit companies in return for the for-profit company generating goodwill for the nonprofit through marketing or underwriting a charitable event.

 

  • Compliance for charitable gift annuity agreements (registration required in 14 jurisdictions, only notification required in 12 jurisdictions, various levels of regulation in 19 other jurisdictions, and no regulation in 6 jurisdictions), in which a donor makes a lump-sum donation to the charitable nonprofit, in return for tax benefits and an income stream for the life of the donor, and the charitable nonprofit receives all the remaining funds after the donor’s passing.

 

  • Familiarity with the Charleston Principles adopted (but never ratified into law by any jurisdiction) by the National Association of State Charity Officials (NASCO) to provide jurisdictions with guidelines on how to regulate online solicitations, such as email and social media, or even a non-interactive website that encourages donations through third-party sites or offline, whether in a particular jurisdiction, multiple jurisdictions or nationwide.

 

  • Compliance for donor-advised funds (a private fund administered by a third party, often an investment brokerage firm, which was created to manage charitable donations on behalf of an organization, family, or individual, in which the donors to the fund can immediately receive the tax benefits of charitable giving and can personally direct the fund to disperse their donations to their preferred charities).

 

  • Familiarity with the Unified Registration Statement (URS) for registration of charitable soliciting organizations, organized by the National Association of State Charities Officials (NASCO) and the National Association of Attorneys General (NAAG), as part of the Standardized Reporting Project (currently including 37 jurisdictions, with supplemental forms for 13 more jurisdictions, but not accepted in Colorado, Florida and Oklahoma).

 

  • Familiarity with the design and implementation of online website fundraising and giving pages.

 

  • Research, testing, use, recommendation, specification and procurement of various customer relationship management (CRM) software platforms, such as Accelo, Act!, Agilon, amoCRM, Aplos, Blackbaud CRM, Bloomerang, Blueshift, CharityProud, CiviCRM, ClearView CRM, ClubExpress, DonationForce, Donor Engine, DonorPerfect, Eleo, EveryAction, Freshsales, GleanView, GrowthZone, Hatchbuck, HubSpot CRM, iDonate, Infusionsoft, Insightly, Keela, Kindful, Lucrativ, Maximizer CRM, MemberClicks, MemberLeap, MobileCause, NationBuilder, NeonCRM, Oracle NetSuite CRM+, Pipedrive, Pipeliner CRM, Qualtrics Customer Experience, Raiser’s EdgeSalesforce, Salsa CRM, Servant Keeper, SugarCRM, ToucanTech, Trail Blazer Non-Profit Manager, Virtuous CRM, VolunteerLocal, ytel, Zendesk Sell, Zoho CRM.

 

  • Research, testing, use, recommendation, specification and procurement of various event management (EM) software platforms, such as Akkroo, allcal, Arlo, Attendease, Attendify, Aventri, Blerter, Brushfire, Boomset, ClearEvent, Configio Events, Converve, ePly Event Registration, Event App, Event Essentials, Event Manager, Event Ready, Eventbank Event Management Software, Eventdex Event Management Software, eventhub, EventMobi, EventMobile, Eventpedia, EventsAIR, Eventsquid, eventtia, Fonteva Events, Gather, GiveSmart, Grenadine Event Planner, HoldMyTicket, idloom-events, IVvy Event management, LineUpr, MeetingHand, monday.com, Oveit, Priava, RegFox, rsvpBOOK, Senegal Software, ThunderTix, Ticketbud, TicketSpice, Tix, VBO Tickets, Vendini, xCatalyst, Yapp, Yesvents, Wrike, Zoho Backstage.

 

  • Research, testing, use, recommendation, specification and procurement of various online silent charity auction software platforms, such as 24Fundraiser, 32Auctions, 501 Auctions, AccelEvents, Auction Event Solution, Auction Worx, Auctria, BiddingForGood, BiddingOwl, Charity Auctions Today, ClickBid, Gesture, GoCharityAuction, Greater Giving, OneCause, ReadySetAuction, Silent Auction Pro, Snowball, Swappy, Tip Top Auction, Visual Auction, Xcira, Winning Cause.

 

  • Research, testing, use, recommendation, specification and procurement of various peer-to-peer (P2P) software platforms, such as 360MatchPro, Arreva Online Fundraising, CauseVox, Charidy, Charity Engine, Click & Pledge, Continue to Give, Credibal, CrowdRise, Donate Kindly, Donately, DoJiggy Pledge, DonorDrive, DonorSnap, Double the Donation, Engaging Networks, Fundful P2P, FundlyPro, FundRazr, Funraise, Givebutter, GiveForms, GivingFuel, Kickstarter, Kiva, Little Green Light, nSpire, ProClass, Qgiv, Rallyround, Revv Fundraising Platform, Soapbox Engage, Submittable, Sumac, WeFunder).

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  • Research, testing, use, recommendation, specification and procurement of various text-to-give software platforms, such as Activistic, CallHub, Give by Cell, mGive, Mobile Commons, myPLEDGER, Pledgeling, SecureGive, Subsplash.

 

    Last updated 200617_1708

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