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State Charitable Solicitation Registration Requirements
   LIVE Webcast  


Event Details:                                                                                                                                                          

Although your organization may have incorporated as a nonprofit corporation and obtained tax-exempt status from the Internal Revenue Service and is eligible to receive tax-deductible contributions, many states require an additional registration to solicit contributions from their residents. Complying with the annual registration requirements of 40 different states can both challenges and opportunities for organizations. However, failure to register or file the necessary annual financial reports prior to soliciting contributions may subject the organization and it leaders to penalties and negative publicity. This session outlines the general requirements along with practical steps to follow to ensure compliance.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Advance Preparation: Print and review course materials
Course Code: 114226
Recording Fee: $299 (Please click here for details)


Featured Speakers for State Charitable Solicitation Registration Requirements LIVE Webcast :

Agenda  (click here to view more)

Elizabeth Grant, Attorney-in-Charge, Charitable Activities Section ,
Oregon Department of Justice
Chris Cash, Charities Program Manager,
Colorado Department of State
  • • Most states have charitable solicitation registration/reporting requirements, but system is not uniform
  • • General overview of state offices/registration requirements
  • • Charitable solicitations
  • • Professional fundraisers/consultants
  • • Organizations holding charitable assets
  • • Common exemptions from registration
  • • Registration benefits public and charities
  • • Registration issues related to Internet/social media solicitations/cause marketing
  • • Common problems with registrations
  • • Sampling of recent enforcement actions/top 10-20 reasons a charity is investigated by a state regulators?
  • • Resources for more information

Karen A. Gries, CPA, Partner, Exempt Tax Services ,
CliftonLarsonAllen LLP
  • • Overview of charitable organizations/solicitation regulation
  • • Model Protection of Charitable Assets Act – possible uniformity between the states – not guaranteed
  • • Multi-step approach to compliance

Mr. Julian H. Spirer , Founding Member,
Spirer Law Firm, P.C.
  • • Application of the state charitable solicitation requirements to internet solicitations.

Oregon Department of Justice
Elizabeth Grant
Attorney-in-Charge, Charitable Activities Section
speaker bio »»

Colorado Department of State
Chris Cash
Charities Program Manager
speaker bio »»

Spirer Law Firm, P.C.
Mr. Julian H. Spirer
Founding Member
speaker bio »»

CliftonLarsonAllen LLP
Karen A. Gries, CPA
Partner, Exempt Tax Services
speaker bio »»

Who Should Attend?

- Financial Professionals
- Executive Directors
- Compliance Officers
- and others responsible for this function

Why Attend?

This is a must attend event for anyone interested in State Charitable Solicitation Registration Requirements.

- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Enroll in this course today by clicking the "Register" button below. Significant discounts apply to early registrants. Advanced registration is advised as space is limited.

Registration Information:                                                                                                                                    

Please note, the event date is firm although it may be subject to change. Please click here for details.
The Knowledge Group, LLC is producing this event for information purposes only. We do not intend to provide or offer business advice. The contents of this event are based upon the opinions of our speakers. The Knowledge Congress does not warrant their accuracy and completeness. The statements made by them are based on their independent opinions and does not necessarily reflect that of The Knowledge Congress' views. In no event shall The Knowledge Congress be liable to any person or business entity for any special, direct, indirect, punitive, incidental or consequential damages as a result of any information gathered from this webcast.





















State Charitable Solicitation Registration Requirements
LIVE Webcast

Event Sponsors:

With a history tracing back to 1989, Spirer Law Firm, P.C. serves as general outside counsel to a broad array of national, regional, and local non-profits and businesses. It advises in all areas of organizational activity, including governance, regulatory compliance, intellectual property protection, contract drafting and negotiation, employee management, and general litigation. The firm’s clients include educational organizations, religious institutions, international and national aid groups, trade associations, private foundations, professional practices, and governmental affairs organizations. For more information about Spirer Law Firm, P.C., visit

CliftonLarsonAllen is one of the nation’s top 10 certified public accounting and consulting firms. Structured to provide clients with highly specialized industry insight, the firm delivers its audit, accounting, tax, consulting, and advisory capabilities from industry-specific perspectives.

CliftonLarsonAllen offers unprecedented emphasis on serving nonprofits and governmental entities, as well as privately held businesses and their owners. The firm has a staff of more than 3,600 professionals, operating from more than 90 offices across the country. CliftonLarsonAllen serves clients globally as the largest independent member firm of HLB International and Nexia International, top worldwide networks of separate and independent professional accounting and business advisory firms. For more information about CliftonLarsonAllen, visit

Speaker Firms:

Oregon Department of Justice

Colorado Department of State


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