Charitable Solicitation and Disclosure of Contributions: How to Avoid Liability and Do It Right

Event ID:71405

Please Select an Option
On-Demand (OD)     $299.00
Duration: Scheduled for 90 minutes including question and answer session.
Presenter(s): Ryan Oberly
Price: $299.00 webinar On-Demand includes full audio presentation, question and answer session, and presentation slides.
Who Should Attend?
Managers, fundraisers, program directors, in-house counsel, financial officers, marketers

Today, charities have more ways to raise funds then ever before- in-person, mail and email, crowfunding and other online and social media tools, sweekstakes, raffles, cause marketing, and commercial co-ventures. Nonprofits must understand that each of these methods can raise unique compliance concerns. Your donors, obviously, assume that you're in compliance with fundraising requirements, but these can differ from state to state. Nevertheless the responsibility is on the nonprofit to make sure they are satisfying all of the requirements. Sometimes this may not be as simple as it sounds.

Please join Ryan Oberly as he takes a detailed look at charity fundraising and provide tips and traps to help your organization understand critical solicitation reporting and disclosure requirements. Regardless of whether you have a staff fundraiser or hire an outside Professional Fundraiser, this is a “can’t miss”program! Gain the practical knowledge you need to properly raise funds and avoid compliance landmines.


Just a sampling of what this webinar will cover:

  • What is Solicitation, and why is it important?
  • Fundraising regulations for charities and their staff
  • What’s deductible to your donors and what’s not?
  • Disclosure Statements: What government entities require from charities
  • Fundraising regulations for charities engaging professional fundraisers


Your conference leader for “Charitable Solicitation and Disclosure of Contributions: How to Avoid Liability and Do It Right” is Ryan Oberly. Ryan is a partner at Wagenmaker & Oberly, LLC and represents a diverse group of tax-exempt organizations, including public charities, private foundations, religious and educational institutions, trade associations, social clubs, and social enterprises. QUALITY COMMITMENT

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NonprofitWebAdvisor certificates of participation are available to everyone completing this webinar.