Guide · Nonprofit

Charitable Solicitation and Fundraising: A Comprehensive Guide to Registration, Professional Fundraisers, Crowdfunding, and Donor Disclosure

26 U.S.C. § 6033

Type
Guide
Jurisdiction
National
Date
2024-08-04
Topic
Nonprofit

A working guide to charitable solicitation and fundraising compliance. Part one covers the constitutional framework and the four decisions that define what states may and may not require. Part two covers registration: the trigger, the filings, the exemptions, and renewal. Part three covers professional fundraisers, fundraising counsel, and the custody rules that prevent most abuse. Part four covers commercial co-ventures and the disclosure failures that generate enforcement. Part five covers the federal disclosure and substantiation rules, including quid pro quo statements and restricted gifts. Part six covers channel rules for telephone, text, email, and mail. Part seven covers crowdfunding and platform regulation. Part eight covers donor privacy after the compelled-disclosure decision, enforcement, and a compliance calendar.

Charitable Solicitation and Fundraising: A Comprehensive Guide to Registration, Professional Fundraisers, Crowdfunding, and Donor Disclosure

Nonprofit > Charitable Solicitation and Fundraising | Published 4 August 2024 - Updated 18 January 2026 | UpLaw - uplaw.us

Orientation

Two propositions govern this entire field:

  1. You may spend what you spend. States may not regulate fundraising ratios or compel their disclosure at the moment of the ask.
  2. You may not lie about it. Affirmative misrepresentation about the use of funds is fraud, and it reaches half-truths.

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