Our Process
Our process is designed to make charitable registration and renewal compliance predictable and manageable. We begin by reviewing your organization’s fundraising activities and applicable state requirements. Our team then prepares and submits required filings, tracks deadlines, and manages state follow-ups as needed. Clients receive consistent communication and ongoing support throughout the process.
Initial Review
We assess fundraising activity and determine applicable registration requirements.
Form Preparation
Required filings are prepared carefully based on current organizational details.
Timely Filing
Registrations and renewals are submitted on schedule and tracked going forward.
Ongoing Support
We manage state correspondence and provide consistent client communication.
Start With a Review
If your organization would benefit from a structured approach to charitable registrations and renewals, we can explain our process and next steps.