Charitable Solicitation and Disclosure of Contributions: How to Avoid Liability and Do It Right

Thursday, December 6, 2018 - 11:00am to 12:30pm
Organization Name: 
Nonprofit WebAdvisor

Fundraising may be by phone, mail, in person, or even with just a "donate" button on your organization's website. Regardless of the method, however, nonprofits that don't comply with government requirements run the risk of losing their tax exempt status and various other penalties as well. Your donors, obviously, assume that you're in compliance with fundraising requirements, but these can differ from state to state. Nevertheless the responsibility is on the nonprofit to make sure they are satisfying all of the requirements. Sometimes this may not be as simple as it sounds.

Please join Jennifer L. Urban as she takes a detailed look at charity fundraising and provide tips and traps to help your organization understand critical solicitation reporting and disclosure requirements. Regardless of whether you have a staff fundraiser or hire an outside Professional Fundraiser, this is a “can’t miss” program! Gain the practical knowledge you need to properly raise funds and avoid compliance landmines.

What You'll Learn

Just a sampling of what this webinar will cover:

  • What is Solicitation, and why is it important?

  • Fundraising regulations for charities and their staff

  • What’s deductible to your donors and what’s not?

  • Disclosure Statements: What government entities require from charities

  • Fundraising regulations for professional fundraisers

  • When it all goes wrong: Avoiding landmines

  • And much more!

Your Conference Leader

Your conference leader for “Charitable Solicitation and Disclosure of Contributions: How to Avoid Liability and Do It Right” is Jennifer L. Urban. Jennifer is the founder of Legal for Good PLLC and devotes herself to representing charitable and nonprofit organizations throughout Minnesota and Ohio. Jennifer routinely assists charitable organizations and individual donors with a variety of matters, including crisis management; fiscal sponsorship; nonprofit formation; 501(c) tax-exemption; merger, asset transfer, consolidation, and dissolution; nonprofit consulting, training, and best practices; grant compliance and financial management; property tax exemption; sales tax exemption; nonprofit-related litigation; charitable solicitation and professional fundraising; government compliance and regulatory issues; and document review and creation. She is a graduate of the University of Wisconsin-Madison, as well as Ohio State University Moritz College of Law. After graduation, Jennifer served as a judicial law clerk to the Honorable Peggy L. Bryant, Tenth District Court of Appeals for the State of Ohio. Before transitioning to private practice, she served four years as an assistant attorney general at the Office of the Ohio Attorney General in the Charitable Law Division. Jennifer is active in the Minnesota and Ohio legal communities. She enjoys speaking at legal education seminars, directing the Nonprofit Law Clinic at the University of St. Thomas School of Law, and being a member of numerous prominent local legal organizations.

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