Massachusetts Fundraising Licensing

Resources for charities, businesses, professional fundraisers, and individuals conducting charitable solicitation activities
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Below, you'll find licensing requirements for a range of fundraising activities. At a glance, you can see requirements, fees, filing instructions, and links to forms for everything from charitable gaming and cause marketing to professional fundraisers and charitable gift annuities.

Make sure your fundraising activities meet the unique requirements of each jurisdiction where you’re soliciting. Feel free to explore, bookmark, and share!

Massachusetts charitable solicitation license, Massachusetts fundraising license
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Company Licenses

Massachusetts Nonprofit & Fundraising Company Licenses

Massachusetts Bingo License (Single Event)

Game Type:

Bingo

Agency:Massachusetts State Lottery Commission

Initial Registration

Agency:Massachusetts State Lottery Commission
Agency fee:

$50

Notes:

Forms are issued by the commission upon request. Charities can only hold one single event bingo license per year.

Registration Renewal

Not required



Single day licenses are only good for a single bingo session and cannot be renewed.

More information: Massachusetts State Lottery Commission

Massachusetts Bingo License (Weekly)

Game Type:

Bingo

Agency:Massachusetts State Lottery Commission

Initial Registration

Agency:Massachusetts State Lottery Commission
Agency fee:

$100

Notes:

Forms are issued by the commission upon request. Weekly licenses allow charities to hold a bingo event once a week for a year.

Registration Renewal

Agency:Massachusetts State Lottery Commission
Agency fee:

$50

Due:

Annually by the date of issuance.

Massachusetts Charitable Gift Annuity Registration

Not required



No filing is required, but charities need to meet certain conditions before issuing charitable gift annuities. Massachusetts statutes exempt educational, charitable, benevolent, and religious organizations from life insurance company regulation related to charitable gift annuities.

Massachusetts Charity Registration

Agency:Massachusetts Attorney General - Non-Profit Organizations/Public Charities Division
Law:

Massachusetts General Laws Ch 12, §8e and 8f; Ch 68 §18 through 35

Automatic Exemption

Exemption Eligible Organizations:
  • Religious organizations
  • Fraternal organizations
  • Appeals for individuals
  • The American National Red Cross and certain veterans organizations
  • Charities that receive $5,000 or less during a fiscal year and do not use professional solicitors
  • Charities that receive contributions from 10 people or less per year

Initial Registration

Form:

In-state nonprofits file the Form PC. Out-of-state nonprofits file the URS.

Instructions:

Note that separate from fundraising registration, ALL nonprofits doing business in Massachusetts must register with the Attorney General's Office (AGO) and file annual financial reports.

Filing method:

Mail

Agency fee:

Initial registration fee of $100 plus:

  • $50 Schedule A-2 fee for organizations registering before their initial fiscal year end date, or
  • $35-$2,000 (depending on gross support and revenue) for organizations registering in subsequent fiscal years
Due:

"ALL public charities doing business in the Commonwealth of Massachusetts must register with the Non-Profits/Public Charities Division and, thereafter, file annual financial reports with the AGO. Upon registration, the AGO will assign the public charity an Attorney General Account Number (AG Number). Any charities that wish to solicit funds must also obtain a "Certificate for Solicitation" before engaging in fundraising activities." - mass.gov

Notes:
  • As of September 2014, the Short Form PC is no longer being accepted as a registration document.
  • Note the list of attachments that first-time registrants must attach to the application. This includes disclosing contracts with professional fundraisers.
  • The President and another officer or trustee must sign. Signatures need not be notarized.
  • Some Massachusetts counties and municipalities may require charities that solicit in-person to register prior to fundraising.

Registration Renewal

Form:

Form PC. Even exempt organizations must file.

Filing method:

Mail

Agency fee:

$35-$2,000, depending on gross support and revenue.

Due:

Due annually by 4.5 months after the close of your nonprofit's fiscal year. So if your fiscal calendar ends December 31, then the renewal is due May 15.

Notes:
  • Attach a copy of your IRS Form 990
  • Charities raising $200K+ must submit a financial statement

Change of Fiscal Year

Form:

Form PC

Notes:

Send a cover letter explaining the change in fiscal year along with the Form PC and a copy of the amended Articles of Incorporation.

Massachusetts Commercial Co-Venturer Registration

Agency:Massachusetts Attorney General - Non-Profit Organizations/Public Charities Division
Bond Requirements:

$25,000

Financial Reports Requirements:

Annual financial reports need to be filed for every charitable campaign the solicitor works on. Due by February 28 of the year following the reporting year.

Registration Renewal

Form:

Form 10: Registration Statement to be filed by Commercial Co-Venturers (Renewal)

Agency fee:

$200

Due:

Annually by December 31.

Massachusetts Fundraising Counsel Registration

Agency:Massachusetts Attorney General - Non-Profit Organizations/Public Charities Division

Initial Registration

Form:

Form 10 (RTF): Registration Statement

Agency fee:

$400

Registration Renewal

Form:

Form 10 (RTF): Registration Statement (Renewal)

Agency fee:

$400

Due:

Annually by December 31.

Massachusetts Professional Fundraiser Registration

Agency:Massachusetts Attorney General - Non-Profit Organizations/Public Charities Division
Bond Requirements:

$25,000

Financial Reports Requirements:

Annual financial reports need to be filed for every charitable campaign the solicitor works on. Due by February 28 of the year following the reporting year.

Contract Filing Requirements:

File a registration addendum within 10 days prior to the commencement of a charitable campaign.

Massachusetts Raffle and Casino Night Licenses

Not required



Raffle and casino night permits are issued at the municipal level.

Individual Licenses

Massachusetts Individual Nonprofit & Fundraising Licenses

Massachusetts Individual Professional Fundraiser Registration

Not required



Solicitors who are not employed by a professional fundraising firm but operate independently may be required to register. Employees of professional fundraising firms are generally not required to register as an individual solicitor in Massachusetts.

Registration Not Required

Not required



Learn about fundraising in other states:

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