Compliance Challenges With Fundraising for Tax-Exempt Organizations: State Charitable Solicitation Issues, Commercial Coventures, Sweepstakes and Raffle Compliance, and Related UBIT Issues
Fundraising Tax Compliance for NPOs
Recording of a 110-minute CPE webinar with Q&A
This course will take a fresh look at compliance and reporting issues related to contributions received by tax-exempt organizations (TEOs). The panel will explain the caveats and responsibilities of modern nonprofit fundraising, including federal and state compliance issues associated with charitable sales promotions, raffles, and other prize promotions, and avoiding or minimizing UBIT in connection with these campaigns.
Outline
- State considerations
- Registration and regulations
- County and city considerations
- Fundraising methods
- Charitable sales promotions
- Gaming, raffles and special events
- Online giving and social media
- Federal considerations
- UBIT
- Best fundraising practices for NPOs
Benefits
The panel will review these and other important issues:
- Current methods of soliciting contributions
- Critical initial considerations for nonprofit fundraising activities
- Tackling the problems that come with modern fundraising methods
- Determining and handling state registration and regulation issues
Faculty
Melissa Landau Steinman
Partner
Venable
Ms. Steinman practices primarily in the areas of advertising and marketing, antitrust, trade regulation, consumer... | Read More
Ms. Steinman practices primarily in the areas of advertising and marketing, antitrust, trade regulation, consumer protection and general commercial law, litigating cases and counseling clients on matters that arise from these business concerns. She assists companies at every stage of distributing their products and with reviewing advertising and marketing materials for all types of media.
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Cristina I. Vessels
Atty
Venable
Ms. Vessels counsels public charities, trade and professional associations, and other nonprofits on a range of legal... | Read More
Ms. Vessels counsels public charities, trade and professional associations, and other nonprofits on a range of legal topics from their initial formation and tax-exemption applications, to corporate governance and other transactional matters. She frequently advises her nonprofit clients on a variety of charitable solicitation and fundraising matters, including: achieving state charitable solicitation registration, securing accreditation from charity rating organizations, structuring charitable raffles, drafting corporate sponsorship agreements, and collaborating with fundraising professionals to achieve her clients’ development objectives.
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