Fundraising Compliance
Charitable Solicitation Registration, Renewal, and Compliance
Across the country, charitable solicitation registration is the foundation for legal fundraising. But with differing (and frequently changing) state requirements and processes, registration can strain the time and resources of even the most diligent nonprofit. Harbor Compliance’s unique blend of personalized service and sophisticated technology can shoulder the burden, reducing your workload by as much as 99%.
Why 25,000 Clients Have Turned to Harbor Compliance
Harbor Compliance simplifies compliance, managing every aspect of registration so you can concentrate on your organization’s mission and programs.
Research
We identify your status in all states, providing a full report of requirements for any state in which you plan to register.
Apply
We prepare your applications, facilitate payment, and submit all paperwork online.
Monitor
Follow-up on applications to ensure approval, respond to state inquiries, gather registration numbers, and store licenses.
Renew
Track deadlines, monitor requirements changes, file extensions, and submit renewal applications on time.
To solicit nationwide, you would need to fulfill all these steps 41 times. Or you can do it all with one partner — Harbor Compliance.
Harbor Compliance delivers all the services you need, including:
- Registration, extensions, and renewals
- Compliance status onboarding audit
- Registered agent representation
- Secretary of state annual reports
- Tax registration and exemptions
Harbor Compliance helps us keep on top of the multitude of filings and deadlines required for a national nonprofit that does fundraising in all 50 states, freeing up staff time for mission-related work.
Complete Visibility into Your Compliance
In addition to our services, you’ll enjoy our Client Portal, a custom-built platform that gives you complete, instant access to the status of your licenses and registrations in every state.
Your Client Portal Includes:
- Entity Manager - Linked to secretary of state databases, this software allows you to monitor where your entities are registered so you can protect your good standing.
- License Manager - Save time by having information about registrations, events, filing fees, and more, right at your fingertips.
- Project Status - Easily manage and monitor detailed status updates of all your open projects.
Everything you need to manage is available at a glance. The Client Portal centralizes critical data, tracks activity and deadlines, and sends automated email reminders to provide timely alerts.
We Make Fast, Faster
If a task can be delegated, we manage it. In fact, with access to all necessary documentation, we can complete your filing in as little as two weeks.
Onboarding Completed: 5 Business Days
Applications Drafted: 2 Weeks
Renewals Filed: Ongoing
Harbor Compliance Does More. You Do Less.
Requirements are complex and constantly changing. As the leading expert on fundraising compliance, we’ve developed additional resources to manage all the challenges you expect – plus a few you may not.
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Onboarding Analysis
Our relationship begins by verifying your statuses, identifying your renewal dates, uncovering lapsed registrations, and clarifying next steps.
In fact, 40% of our analyses find problems – such as missed renewals, application errors, and delinquent registrations – that can create delays or even denials.
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Foreign Qualification*
We handle the secretary of state registrations some jurisdictions require before registering for charitable solicitation.
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Registered Agent*
We act as your registered agent to receive legal documents and service of process on your behalf, as required by some agencies.
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Franchise Tax Exemption*
Where necessary, we secure franchise and income tax exemptions for you.
Our Client Portal has streamlined an area of our operations that has historically been challenging. Harbor Compliance gives our leadership confidence that our licenses are up-to-date nationwide.
Harbor Compliance has been truly wonderful to work with. We’re a small organization, and if we had been forced to take on solicitation registrations, it would have pulled us away from important fundraising efforts. Harbor Compliance held our hand every step of the way and kept us informed and up to speed with every detail.
Make it Easy on Yourself
See how Harbor Compliance services and technology can liberate your nonprofit from the time-consuming burden of solicitation registration.
