White Paper

9 Pages
  • 9 Pages

Fundraising

 

What is a solicitation and who can make one?

Charitable solicitation is regulated by state law and many states require organizations that solicit for charitable purposes to register and file periodic reports with the state charity regulator. Individuals who are paid to solicit on behalf of or advise a charity in connection with a charitable solicitation may also be subject to registration requirements. This white paper reviews donor funds, gift receipt requirements and recordkeeping.

Agenda

Faculty

Anita Pelletier

Anita Pelletier

Nixon Peabody LLP

Anita L. Pelletier

  • Serves as counsel in Nixon Peabody’s nonprofit practice group
  • Advises nonprofit organizations in matters relating to legal requirements and best practices in connection with governance and operational matters
  • Conducts regular seminars and workshops on nonprofit governance, issues relating to tax-exempt status, and charitable solicitations
  • Member of the National Association of College and University Attorneys (NACUA), American, New York, and Monroe County bar associations, and involved with the Greater Rochester Association of Women Attorneys
  • Received numerous awards for her commitment to pro bono service
  • Selected by peers for inclusion in The Best Lawyers in America© in the field of Nonprofit/Charities Law, has been listed since 2017
  • J.D. degree, summa cum laude, Syracuse University College of Law; M.P.A degree, Maxwell School of Public Administration; B.A. in economics, St. John Fisher College
  • Can be contacted at [email protected] or 585-263-1164

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.