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California Charitable Fundraising Platform Regulations

Understand the applicability of the new regulations and navigate them to maintain compliance.

California's regulation of charities, and by extension, the fundraisers who assist them, generate billions of dollars each year to carry out their exempt purposes and is among the most robust and complex in the nation. In October of 2021, California Governor Newsom signed Assembly Bill 488, expanding the Supervision of Trustees and Fundraisers for Charitable Purposes Act by establishing a new statutory framework to regulate online charitable fundraising platforms. The new law establishes expanded registration and reporting requirements that require certain key donor disclosures, enacts various requirements to safeguard charitable donations received on the internet, and will likely provide a framework for increased charitable regulation of these platforms nationwide. This course will help practitioners and advisors understand the applicability of the new regulations to their businesses or clients and how to navigate the eventual regulations to maintain compliance. Failing to comply with the new regulations promulgated by the California Attorney General over the next year could lead to substantial scrutiny of companies raising charitable funds over the internet and an assessment of fines. This course is critical for nonprofit leaders and businesses with any online charitable fundraising activity to help them understand how best to ensure compliance with the California Attorney General.

65 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction to California's Supervision of Trustees and Fundraisers for Charitable Purposes Act

  • What Does the Act Regulate?
    • Commercial Fundraisers
    • Commercial CoVentures
    • Fundraising Counsel
  • Why Amend the Act Now? Impetus for CA Assembly Bill 488

Expansion of Who/What the Act Regulates

  • Charitable Fundraising Platforms
  • Platform Charities
  • Recipient Charitable Organizations

Requirements Under the Act

  • Conspicuous Disclosures and Reporting
  • Written Consent
  • Good Standing Verification
  • Financial Controls/Handling of Charitable Assets
    • Separate Accounts
    • Prompt Distributions

Implementation and Compliance

  • Develop Compliance Plan
    • Prepare for Disclosure and Reporting
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on March 9, 2022.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.0
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • CA MCLE 1.0
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

May L. Harris, Esq., M.A.

May L. Harris, Esq., M.A.

For Purpose Law Group

  • CEO/Managing Attorney, For Purpose Law Group
  • Represents nonprofit and tax-exempt organizations; practice focuses on social enterprise, business, estate planning, and civil litigation
  • Lecturer for Nonprofit Academy, University of San Diego, and the City of San Diego
  • Adjunct professor, Nonprofit Legal Issues and Risk Management, University of San Diego, Graduate School of Leadership and Education Sciences
  • Member of the California Bar, Washington, D.C. Bar, and American Bar Association, Taxation Section and Tax-Exempt Organizations Standing Committee
  • J.D. degree, University of San Diego; M.A. degree in nonprofit leadership and management, University of San Diego; B.S. degree in geology and mathematics, University of Utah
  • Can be contacted at [email protected] or 619-780-3839
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 409586
Published 2022
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