Sean R. Weissbart, Esq. is Counsel at Morris & McVeigh LLP in NYC, focusing on domestic and international estate planning, estate and trust administration, and litigated matters in the Surrogate’s Court. He also advises tax-exempt organizations on matters from applications for tax exemption to avoidance of excise taxes and UBTI. He is an Adjunct Professor at Fordham Law School, a frequent lecturer on tax-related subjects, and author of articles featured in The ACTEC Law Journal, The Journal of Taxation, and Estate Planning. He has received the MFY Justice Award for outstanding pro bono representation and has been recognized as a “Rising Star” by Super Lawyers magazine.
Laws Regulating Online Solicitation by Charitable Organizations
Re-Broadcast on June 26, 2017
Obtaining tax-exempt status is not the only legal requirement imposed on charitable organizations. Although not widely known, the laws of most states require charities to register within the state before soliciting funds. In fact, a charity may be deemed to be soliciting funds in many states merely by having a “donate now” button on its website. To make matters more complicated, the fundraising registration process differs by state.
This program covers the state laws governing online solicitation by charities. Specifically, this program addresses the genesis of solicitation laws and online solicitation laws; the differences in state laws in both the registration process and regulation of solicitation by charities; the different exceptions and exemptions to state registration requirements; and strategies to most efficiently handle the registration process.
This course is co-sponsored by Wolters Kluwer.
Key topics to be discussed:
- Definition of Solicitation and Online Solicitation
- The Non-Uniformity of State Charitable Solicitation Laws
- Exceptions and Exemptions to the Registration Requirements
- Practical Tips to Most Efficiently Register Your Charity
Date / Time: June 26, 2017
- 2:00 pm – 4:00 pm Eastern
- 1:00 pm – 3:00 pm Central
- 12:00 pm – 2:00 pm Mountain
- 11:00 am – 1:00 pm Pacific
Choose a format:
- Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
- On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.
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Section I. State Law Requirements for Charitable Solicitation Registrations
a) Definition of Solicitation
b) The Charleston Principles: Definition of Online Solicitation
c) State Application of the Charleston Principles
i. Myriad of Exemptions
e) Exceptions and Exemptions
f) Penalties for Non-Compliance
Section II. Charitable Solicitation Registration Procedure
a) The Tenth Amendment and States’ Rights to Make Up 38 Different Procedures
b) Saving Grace?: The Unified Registration Statement
c) Non-Universal Acceptance of the Unified Registration Statement
d) Plans for a Universal Procedure
e) Renewal Registrations
f) Determining Where and Whether to Register