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State Charity Registration System for Professional Fundraisers

State Charity Registration System for Professional Fundraisers

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State Charity Registration System for Professional Fundraisers

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  1. State Charity Registration System for Professional Fundraisers

  2. Overview • For professional fundraisers, fundraising counsel, & commercial co-venturer applications • Submit contracts with charities • One website & process can be used to register in multiple states

  3. NCCS System Used by Pennsylvaniahttp://efile.form990.org/frmFRMain.asp

  4. Login Screen

  5. Control Panel

  6. Fundraiser Information

  7. Counsel Qualifications?

  8. Register in Multiple States As new states use the system, fundraisers will be able to register in multiple states through one interface.

  9. Add Business “Aliases” An unlimited number of “aliases” can be added.

  10. Form of Organization

  11. Principal Officers

  12. Principal Officers (cont.)

  13. Counsel Services

  14. Relationships & Conflicts of Interest

  15. Additional Comments

  16. “Signature & Certification Page” for Preparer

  17. Verification & Submittal

  18. Submission Status & PDF

  19. Authentication (“Signature”) by Company Principal

  20. E-Mail Authenticationto Verify Identity

  21. Submit Payments

  22. Select a Type of Payment for Each State Some states accept credit cards, others money orders, etc.

  23. Create a Voucher for Checks or Money Orders

  24. Submit Fundraising Contracts

  25. Get Name of Charity

  26. Submit Contract for Different States

  27. List States

  28. Includes Comments With Contract Submission

  29. Upload a Copy of a Contract Data On Call or other services can be used by fundraisers to convert documents into PDFs. (http://www.dataoncall.com)

  30. Contract Submission Status

  31. For more information, contact us at NCCS • Linda Lampkin, 202-261-5806, LLampkin@ui.urban.org • Tom Pollak, 202-261-5536, or TPollak@ui.urban.org