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Resources

Our resource center is designed to help nonprofit finance, development, and operations teams understand charitable solicitation registration requirements and manage ongoing compliance across multiple states. These materials provide practical, plain-language guidance so organizations can plan confidently, support audits and governance reviews, and avoid common regulatory pitfalls.

If your organization is actively fundraising across several jurisdictions or preparing to expand nationally, we’re available to discuss your specific compliance obligations.

Schedule a Consultation


Start Here: Understanding Charitable Registration

How Charitable Registration Works

A high-level overview of charitable solicitation registration, including when registration is required, how initial filings and renewals function, and what ongoing updates may be necessary.

View: How Charitable Registration Works


Frequently Asked Questions

Answers to common questions about registration triggers, required documentation, renewal timelines, and how organizations typically manage compliance across multiple states.

View: FAQs


State & Multi-State Compliance Planning

Charitable Solicitation Registration Requirements by State

A centralized directory outlining state-specific registration rules, filing procedures, exemptions, and renewal obligations, with individual state pages providing detailed requirements.

View: State Registration Requirements


Multi-State Fundraising Compliance Guide

A strategic overview of how charitable solicitation laws operate across jurisdictions and what organizations should consider when expanding fundraising nationally.

View: Multi-State Compliance Guide


Required Charitable Solicitation Disclosures by State

A state-by-state overview of required charitable solicitation disclosure language and website disclaimers for nonprofits fundraising nationally.

View: Required Disclosures for Charitable Solicitation


Charitable Solicitation Audit Thresholds by State

A state-by-state overview of nonprofit audit and financial review thresholds tied to charitable solicitation registration requirements.

View: Charitable Solicitation Audit Thresholds


Choosing a Charitable Solicitation Registration Service

A practical guide to how nonprofits should evaluate charitable solicitation registration providers, including key differences in service models, renewal management, and multi-state compliance support.

View: Choosing a Charitable Solicitation Registration Service


Registration Timing & Annual Compliance Management

When Nonprofits Must Register to Solicit Donations

A reference explaining when initial registration is required relative to fundraising activity, including jurisdictions that require registration before solicitation and those with alternative triggers.

View: Initial Registration Timing


Charitable Solicitation Registration Renewal Deadlines by State

A planning tool summarizing annual renewal schedules, extension availability, and reporting timelines across jurisdictions.

View: Renewal Deadlines


Should Nonprofits Manage Charitable Registration Filings Internally or Outsource Them?

A practical comparison of managing charitable solicitation registrations in-house versus outsourcing compliance responsibilities.

View: Should Nonprofits Manage Charitable Registration Filings Internally or Outsource Them?


Unified Registration Statement (URS): Is It Still the Best Choice?

An overview of how the Unified Registration Statement has evolved over time and why many states now rely on their own filing systems.

View: Unified Registration Statement (URS): Is It Still the Best Choice?


Exemptions & Eligibility

Charitable Solicitation Registration Exemptions

An overview of common exemption categories and how eligibility varies between states, including when a formal exemption filing may still be required.

View: Exemption Eligibility Overview


Fundraising Channels & Compliance Considerations

Different fundraising activities can trigger different charitable solicitation registration and disclosure requirements. These resources explain how specific fundraising channels affect compliance obligations.

Fundraising Channels & Charitable Compliance

A starting point for understanding how online fundraising, grants, professional fundraisers, commercial co-ventures, and organizational changes interact with registration requirements.

View: Fundraising Channels Overview


Online Donation Platforms & Charitable Registration

How online fundraising portals affect registration obligations, platform compliance requirements, and nonprofit “good standing” considerations.

View: Online Fundraising Platform Guidance


Charitable Solicitation Registration & Grants

What nonprofits should know about registration requirements when seeking foundation, institutional, or government funding.

View: Grants & Registration Guidance


Using Professional Fundraisers or Solicitors

Registration, disclosure, and contract-filing requirements when nonprofits engage paid fundraisers, fundraising counsel, or solicitors.

View: Fundraiser & Solicitor Requirements


Commercial Co-Ventures & Cause-Marketing Campaigns

How charitable solicitation laws apply to percentage-of-sales promotions, cause-marketing partnerships, and other commercial co-venture arrangements.

View: Commercial Co-Venture Guidance


Mergers, Affiliations & Fiscal Sponsorship Changes

How organizational restructuring, affiliations, name changes, and fiscal sponsorship arrangements can affect existing registrations and renewal obligations.

View: Organizational Change Guidance


Risk Management, Governance & Planning Tools

How Many States Does My Nonprofit Need to Register In?

A practical framework for assessing registration footprint based on donor geography, fundraising methods, and organizational growth.

View: Registration Footprint Guide


Charitable Solicitation Registration Checklist for National Nonprofits

A structured checklist to help organizations assess readiness across registrations, renewals, financial reporting, exemptions, and documentation.

View: Compliance Checklist


What Happens If a Nonprofit Fails to Register?

An overview of potential consequences, remediation pathways, and why registration gaps are often discovered during audits or grant reviews.

View: Registration Risk Overview


Multi-State Registration Complexity

An explanation of how administrative workload and compliance risk increase as organizations expand into additional jurisdictions, and when centralized management becomes beneficial.

View: Multi-State Registration Complexity


Need Help Managing Multi-State Compliance?

Organizations fundraising across multiple jurisdictions often choose to centralize registration and renewal management to reduce administrative burden, improve audit readiness, and avoid missed deadlines.

If you would like to review your organization’s current registration status or upcoming requirements, we can help.

Schedule a Consultation