Pennsylvania Fundraising Licensing

• Any charitable organization which receives contributions of $25,000 or less annually, provided that such organization does not compensate any person who conducts solicitations
• Educational institutions, the curricula of which in whole or in part are registered with or approved by the Department of Education, either directly or by acceptance of accreditation by an accrediting body recognized by the Department of Education, and any auxiliary associations, foundations and support groups which are directly responsible to educational institutions
• Hospitals which are subject to regulation by the Department of Health or the Department of Public Welfare and the hospital foundation, if any, which is an integral part thereof
• A local post, camp, chapter or similarly designated element or a county unit of such elements of any veterans' organization chartered under Federal law and any service foundation recognized in the bylaws of such organization; a bona fide organization of volunteer firemen; a bona fide ambulance association; a bona fide rescue squad association; or a bona fide auxiliary or affiliate of any of the above mentioned organizations (provided that all fundraising activities are carried on by volunteers, members or an auxiliary or affiliate thereof, and those volunteers, members or affiliates receive no compensation directly or indirectly for the fundraising activities)
• Public nonprofit library organizations which receive financial aid from State and municipal governments and file an annual fiscal report with the State Library System
• Senior citizen centers and nursing homes which are nonprofit and charitable and which have been granted tax-exempt status under the Internal Revenue Code of 1986 provided that all fundraising activities are carried on by volunteers, members or officers of the Senior Citizen Center and those volunteers, members or officers receive no compensation, directly or indirectly, for the fundraising activities
• Bona fide parent/teacher associations or parent/teacher organizations as recognized in a notarized letter from the school district in which they are located
• Any corporation established by an act of Congress of the United States that is required by Federal law to submit annual reports of its activities to Congress containing itemized accounts of all receipts and expenditures after being fully audited by the Department of Defense

Form BCO-9: Request for Approval of Exemption/Exclusion

$0

10 PA Stat § 162.6

If your organization is based in Pennsylvania, it may still be required to file an Institutions of Purely Public Charity Statement.

Form BCO-10: Charitable Organization Registration Statement

Instructions for Registering

Mail

$15-250, depending on gross contributions

2-3 weeks

• Read the exemptions chart carefully and check to see if you still need to file the Institutions of Purely Public Charity Statement.
• Some Pennsylvania counties and municipalities may require charities that solicit in-person to register prior to fundraising.

All Applicants:

• Check the available exemptions to see if your charity is eligible for exemption from the full registration requirement.
• If your charity meets the audit threshold, obtain an audited financial report to submit with your registration application.

Domestic Applicants:

1. File entity formation documents with the Pennsylvania Department of State - Bureau of Corporations and Charitable Organizations.
2. Submit a Charitable Organization Registration Statement and all required attachments to the Pennsylvania Department of State - Bureau of Corporations and Charitable Organizations - Charities Section.

Foreign Applicants:

1. Determine whether or not your charity will need to foreign qualify based on your activity in Pennsylvania. If not required, skip to number 3.
2. File foreign qualification documents with the Pennsylvania Department of State - Bureau of Corporations and Charitable Organizations.
3. Submit a Charitable Organization Registration Statement and all required attachments to the Pennsylvania Department of State - Bureau of Corporations and Charitable Organizations - Charities Section.

• IRS form 990
• Audited financials (if applicable)
• Articles of incorporation
• Bylaws
• IRS determination letter
• List of officers and directors
• Professional fundraising contracts
• List of other states where registered to solicit

Form BCO-10: Charitable Organization Registration Statement

Mail

$15-250, depending on gross contributions

Due annually 10.5 months after the end of the fiscal year every year.

No extensions are available for charitable registration due dates.

An organization failing to file a registration by the due date must pay an additional fee of $25 for each calendar month or part of a month after the date on which the registration was due to be filed.

• The renewal due date is indicated on the certificate of registration you receive after your initial filing. It is based on your fiscal year end.
• You must attach an annual financial report.
• Even if you are exempt, you still may need to file annually under Pennsylvania’s Purely Public Charity Act.

• IRS form 990
• Audited financials (if applicable)
• List of officers and directors
• Professional fundraising contracts
• Only if amended: IRS determination letter, articles of incorporation, and bylaws
• List of other states where registered to solicit

Form BCO-10: Charitable Organization Registration Statement

Varies

Fiscal year can be changed during the standard renewal process.

Form BCO-2: Non-Renewal Form

$0

To close out your registration, file a non-renewal form with any required attachments.