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Massachusetts Institute of Technology—Cambridge, Mass.
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Navigating State Charitable Solicitation LawsMultimedia file
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Thirty-nine states and the District of Columbia require charities that solicit funds from their residents to register with and file annual reports to the state. While 32 of these 40 states (counting D.C.) have some registration and filing exemption for colleges, universities and independent schools, the nature of these exemptions varies by state. These state laws and regulations also differ on whether institutionally related organizations such as foundations and alumni associations are exempt from registration and reporting requirements, often in large part depending on the nature of the relationship between the related organization and the educational institution.
This seminar provides an overview of the application of state charitable solicitation laws to educational institutions and their institutionally related organizations (foundations, alumni associations, etc.). Attorney Charles M. "Chip" Watkins gives a state-by-state breakdown of the definitions, forms and other information pertinent to compliance with charitable solicitation laws. Jennifer Smith, assistant vice president and general counsel at the University of Iowa Foundation, discusses how her foundation has managed the process of complying with complex state initial and ongoing registration requirements.
During this webinar, participants will:
- Come to understand the primary purpose of state charitable solicitation laws;
- Learn which states require educational institutions and their institutionally related organizations to register and report on their fundraising activities in the state;
- Hear tips and strategies that your institution, foundation or alumni association can use to navigate the complex landscape of registration and reporting requirements; and
- Learn how state charitable solicitation laws treat professional fundraisers and other organizations that may solicit on behalf of or provide fundraising counsel to your institution, foundation or alumni association.
This multimedia file is a recording of a webinar that took place Oct. 27, 2011.
When you purchase this item, you'll receive a link to a recording of this webinar and to handouts used during the presentation. The link will give you unlimited access to the webinar recording. You may view this recording as many times as you wish after you receive the link.
Find out more about CASE's recorded webinars.
Speakers
Jennifer Smith
Assistant Vice President and General Counsel
University of Iowa Foundation
Charles M. Watkins
Attorney
Webster, Chamberlain & Bean
Publisher: CASE
Published: 2011
Format: Multimedia file
Length: 90 minutes
Item: 33178
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