Oklahoma Secretary of State - Charitable Organizations Section


Please Note

We are a service company that can help you file with the Oklahoma Secretary of State - Charitable Organizations Section. We are not associated with this nor any other government agency. We offer paid services and software to help you file. You are not required to purchase our service to file - you may file directly with this agency without using our service.


Contact Information

Physical address:
421 N.W. 13th
Suite 210
Oklahoma City, OK 73103

Phone: (405) 521-3912
Fax: (405) 521-3771

Web: Home Name search

Licenses

We track the following licenses with the Oklahoma Secretary of State - Charitable Organizations Section in order to provide compliance services to our clients. As a client, you see this and other reference data in License Manager in-line with your licenses.

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Oklahoma Charitable Organization Registration

Agency:Oklahoma Secretary of State - Charitable Organizations Section
Law:

Oklahoma Statutes Ann. § 18-552.1 to § 18.552.24

Foreign Qualification is Prerequisite:No
Exam Required?Not Set
Registered Agent (Special Agency) Required?No

Automatic Exemption

Exemption Eligible Organizations:
  • Organizations incorporated for religious purposes and actually engaged in bona fide religious programs, and other organizations directly operated, supervised, or controlled by a religious organization
  • Educational institutions that have a faculty, regularly enrolled students and offer courses of study leading to the granting of recognized degrees when solicitations of contributions are primarily confined to its student body and their families, alumni, faculty and trustees and any 501(c)(3) organization authorized by and having an established identity with such institutions
  • Fraternal organizations, when soliciting from their own members, and patriotic and civic organizations, when solicitation of contributions is confined to the membership of said organizations, and the solicitation is managed by their own membership without paid solicitors
  • Persons soliciting contributions for a named individual person, when such individual person is specified by name at the time of solicitation, the purpose for such contribution is clearly stated, and if the gross contributions collected, without any deductions whatsoever for the benefit of the solicitor or any other person, be deposited directly to an account in the name of the beneficiary
Law:

OK Stat § 18-552.4

Initial Registration

Form:

SOS FORM 101-01/13: Registration Statement of Charitable Organization

Filing Method:

Mail or online.

Agency Fee:

Depends on annual contributions:

  • $15 if contributions did not exceed $10,000
  • $65 if contributions exceeded $10,000

There is a 4% credit card fee if filing online.

Turnaround:

1 week

Notes:
  • The president, chairman, or principal officer must sign. The signature need not be notarized.
  • The secretary will mail back a statement of receipt and certificate.
  • Some Oklahoma counties and municipalities may require charities that solicit in-person to register prior to fundraising.
Before you Apply:

Domestic Applicants:

  • Check the available exemptions to see if your charity is eligible for exemption from the full registration requirement.
  • Look through the list of required attachments and make sure that you have each required document in hand before starting the registration application.

Foreign Applicants:

  • Check the available exemptions to see if your charity is eligible for exemption from the full registration requirement.
  • Look through the list of required attachments and make sure that you have each required document in hand before starting the registration application.
  • If you will foreign qualify in Oklahoma, obtain a certificate of good standing from your home state to submit during the foreign qualification process. The certificate cannot be more than 60 days old when filing foreign qualification documents.
How to Apply:

Domestic Applicants:

  1. File entity formation documents with the Oklahoma Secretary of State - Business Filing Department.
  2. Submit a Registration Statement of Charitable Organization and all required attachments to the Oklahoma Secretary of State - Charitable Organizations Section.

Foreign Applicants:

  1. Determine whether or not your charity will need to foreign qualify based on your activity in Oklahoma. If not required, skip to number 3.
  2. File foreign qualification documents with the Oklahoma Secretary of State - Business Filing Department.
  3. Submit a Registration Statement of Charitable Organization and all required attachments to the Oklahoma Secretary of State - Charitable Organizations Section.
Required Attachments:
  • IRS determination letter
  • List of officers and directors
  • Professional Fundraiser Attachment (if applicable)

Registration Renewal

Form:

SOS FORM 101-01/13: Registration Statement of Charitable Organization (Renewal)

Filing Method:

Mail or online.

Agency Fee:

Depends on annual contributions:

  • $15 if contributions did not exceed $10,000
  • $65 if contributions exceeded $10,000

There is a 4% credit card fee if filing online.

Due:

Annually before the anniversary date of your initial registration (if first renewal) or previous renewal filing. This means that your renewal date will change every year unless you file on the same day every year. You will not receive a renewal reminder.

Due Date Extension:

Oklahoma does not grant extensions for charitable organization registration.

Notes:
  • Note the list of attachments required.
  • The president, chairman, or principal officer must sign. The signature need not be notarized.
Required Attachments:
  • List of officers and directors
  • Professional Fundraiser Attachment (if applicable)

Cancelation

Agency Fee:

$0

Notes:

To close out your registration, either submit a letter requesting cancelation or simply let the license lapse.

Oklahoma Fundraising Counsel License

Not required



Fundraising Counsel licensure is not required on the State level in Oklahoma.

Oklahoma does not issue licenses specific to fundraising counsels.

More information: Oklahoma Secretary of State - Charitable Organizations Section

Professional fundraiser means any person who for compensation or other consideration plans, conducts, or manages in the state of Oklahoma the solicitation of contributions for or on behalf of any charitable organization or who engages in the business of or holds himself or herself out to persons in this state as independently engaged in the business of soliciting contributions for such purpose. For the purpose of this act, professional fundraiser does not include an employee f a charitable organization who engages in such activities, nor does it include any volunteer who receives no payment, compensation or remuneration of any kind for soliciting any contributions; provided, a volunteer may receive credit for fulfilling any community service requirement of an educational institution or government agency. 

In addition, for this purpose, consideration does not include incidental benefits that might be received by a noncompensated person, such as meals, supplies, or similar support and does not include reimbursement for expenses incurred by any noncomplensted person for his or her solicitation activities. 

Oklahoma Professional Fundraiser Registration

Agency:Oklahoma Secretary of State - Charitable Organizations Section
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Form:

Application for Registration as a Professional Fundraiser

Agency Fee:

$215

Original Ink:Not required
Notarize:Not required
Before you Apply:
  • The full legal names and street addresses of the charitable organizations with which you have entered into contracts or agreements relating to the solicitation of contributions
  • The names of all professional solicitors employed by the professional fundraiser who will be involved in the solicitation of contributions for charitable organizations
  •  

Registration Renewal

Form:

Application for Registration as a Professional Fundraiser (Renewal)

Agency Fee:

$215

Due:

Annually by the registration anniversary date.

Original Ink:Not required
Notarize:Not required

Oklahoma Professional Solicitor Registration

Agency:Oklahoma Secretary of State - Charitable Organizations Section
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Registration Renewal

Form:

https://www.sos.ok.gov/(S(rxow5nrnwbjxrg45rwhhhg45))/charity/forms.aspx

Agency Fee:

$25

Due:

Annually by the registration anniversary date.

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