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Free cpe webinars
Charitable Solicitation Registration and Reporting


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Does every charity need to register to solicit funds from the public? What regulations apply to online donations, special events, professional fundraisers, and cause marketing co-ventures? This webinar will provide an overview of nationwide charitable solicitation registration and reporting requirements for all types of fundraising. We’ll learn how to determine when and where registration and reporting is required, then examine state-specific non-profit financial statement requirements and the interplay between Form 990 and financial statements. Next, we’ll discuss exemptions, extensions, and state-mandated disclosure statements. Finally, we will discuss the role of the CPA in managing state charitable solicitation registration and reporting requirements.

Learning Objectives:

  • Identify which traditional and online fundraising activities trigger registration and reporting requirements

  • Identify additional non-profit activities including special events and cause marketing co-ventures that may trigger special registration and reporting requirements in certain states

  • Recognize state-specific exemptions, extensions, and disclosure statements

  • Recognize whether reviewed or audited financial statements must be filed in order to register to solicit in a state

  • Determine the role of the CPA in managing state charitable solicitation registration and reporting

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Sharon Cody

Harbor Compliance
Partnership Manager
(888) 995-5895


Sharon Cody is a Non-profit Partnership Manager at Harbor Compliance, a leading provider of compliance solutions. She has more than 30 years of experience as an attorney, charitable fundraiser, foundation executive, donor, and nonprofit board member. She writes and speaks frequently on compliance best practices for tax-exempt organizations. Sharon formerly led the philanthropic fundraising team of a public media organization, served as the executive director at a children’s health foundation, and spent 11 years in private law practice. She received her bachelor's degree from Rutgers University and her Juris Doctor from Penn State Dickinson School of Law. 

About Our Presenter

Since 2012, Harbor Compliance has helped more than 25,000 clients stay compliant. Harbor Compliance simplifies regulatory burdens using award-winning software and services delivered by a team of experts. Through its services, advanced software, and dynamic data, Harbor Compliance simplifies compliance and helps nonprofits nationwide register for charitable solicitation, form entities, and achieve 501(c) tax exemption.