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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
Speaker(s):
Tracy
L. Boak,
J.D.,
Attorney/Partner,
Perlman & Perlman, LLP
Category:
Concurrent Session Onsite and Online
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