Fundraising Counsels Forms, Frequently Asked Questions and Laws & Regulations. 2009   |   Solicitors who are not employed by a professional fundraising firm but operate independently may be required to register. Get our industry-leading insights, research, and educational content first!

There are mandatory registration requirements and contract requirements for commercial fundraisers and fundraising counsels that must be adhered to both by the charities and their respective fundraising professionals.

Appoint a registered agent to receive legal documents in California.

Registered Agent (Special Agency) Required? religious corporations holding property for religious purposes, political committees reporting to the California Secretary of State, and, articles of incorporation and all amendments. A commercial coventurer represents to the public that the purchase or use of its goods or services will benefit a charitable organization.

  |   2017 The failure to comply with registration and filing requirements may lead to the filing of civil litigation or administrative enforcement actions and subject the fundraising counsel to civil penalties and other remedies as provided in Government Code sections 12591.1, 12598, subdivision (e)(1), and 12599.1, subdivision (g).

Please refer to California Law on Supervision of Trustees and Fundraisers for Charitable Purposes.

Historical figures show that solicitation campaigns conducted by commercial fundraisers deliver to charities, on average, less than 50 percent of the contributions raised.

Charities with annual revenue under $50,000 must file the CT-TR-1 treasurer's report annually; The RRF-1 annual registration renewal form now requires that charities report noncash donations; Out-of-state charitable corporations must register in California if they hold property in California for charitable purposes or do business in California. Required Annual Filings. Every year, the Attorney General’s office prepares a summary report based on the annual financial disclosure documents filed by commercial fundraisers and commercial coventurers.

Your organization must register within 30 days of receiving assets (property, funds, etc) that are held in a trust. The Office of the Attorney General is unable to guarantee the accuracy of this translation and is therefore not liable for any inaccurate information resulting from the translation application tool. Unlike most states, there is no exemption for very small charities--thus, even charities that raise little or no money must register. Obtain a certificate of good standing from your home state (to be filed during the foreign qualification process).

Form RRF-1: Annual Registration Renewal Report.

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Commercial fundraisers must comply with contract requirements set by California law.

Your due date is June 15 , or December 15 with IRS extension.

1997, XLS:   

The Attorney General's Guide for Charities has been revised and there is a live webinar discussing the Guide.

Most of the charities that are registered with the Registry of Charitable Trusts do not employ professional fundraisers.



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