Category Archives: Fundraising Compliance

Electronic Filing Now Available For New York Charities

Charities registered with the New York Attorney General’s Charities Bureau may now electronically submit their annual filings – CHAR500 and IRS Form 990 – with the Charities Bureau at the same time they file IRS Form 990 with the IRS.  … Continue reading →

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New York Attorney General Issues Guidance on Cause Marketing Practices

Seth Perlman

The New York Attorney General has issued “Five Best Practices for Transparent Cause Marketing,” and strongly urges charities and companies that engage in cause marketing to adopt these recommendations, which have been endorsed by the Better Business Bureau Wise Giving … Continue reading →

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Fundraising Compliance in Mergers & Acquisitions

Posted on July 12, 2012 by Karen Wu

For-profit companies that are in the business of providing charitable fundraising services often look to grow strategically through a merger or acquisition, but one of the details that is often overlooked by mergers and acquisitions (M&A) attorneys is proper planning … Continue reading →

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Social Media and Online Marketing for Nonprofits: A Legal Perspective

Posted on May 10, 2012 by Karen Wu

Nonprofits have steadily increased their adoption of social media and other online engagement strategies.  The unifying objective? To convert some of the time individuals are already spending online into supporter loyalty, education, and action. The online marketing strategies being used … Continue reading →

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Website Solicitation

Posted on April 20, 2012 by Tracy Boak

A number of states require disclosure notice statements on all written materials used when soliciting contributions. Most often the disclosure notice is required to be included on every printed solicitation or written confirmation, receipt, and reminder of a contribution. Customary … Continue reading →

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Regulatory Focus on Cause Marketing Heats Up

Posted on April 20, 2012 by Karen Wu

Our firm has noticed a recent uptick in state charity regulators’ interest in regulating cause marketing activities.  (For purposes of this post, I am primarily referring to promotions in which a for-profit company advertises that the sale or use of … Continue reading →

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