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2022 AICPA & CIMA Not-for-Profit Industry Conference

NOT22SS08 - Navigating the Maze: A Road Map to Charitable Fundraising Compliance (Sponsored by Perlman & Perlman, LLP)

Jun 15, 2022 9:30am ‐ Jun 15, 2022 10:20am

Standard: $49.00


Forty-three states and the District of Columbia regulate the solicitation of charitable donations. The registration requirements vary widely from one state to the next and regulators within a state often interpret the law differently. As such, the regulations are a moving target that must be closely monitored. Navigating the maze of the registration and reporting requirements is often a daunting experience for nonprofits and their fundraisers and cause-marketing partners. In this session, Tracy Boak, a former charities regulator from Pennsylvania and now a Partner at Perlman & Perlman, a law firm dedicated to nonprofit law, provides participants with a road map including vital information about the registration, reporting and disclosure obligations under the various states’ solicitation laws.

Learning Objectives:
  • Assess charitable fundraising requirements
  • Understand compliance with state registration obligations


Category: Concurrent Session Onsite and Online

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