State Charity Registration System for Professional Fundraisers

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.form
990.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
(No Transcript)
22
(No Transcript)
23
Submit Payments
24
Select a Type of Payment for Each State
Some states accept credit cards, others money
orders, etc.
25
Create a Voucher for Checks or Money Orders
26
(No Transcript)
27
Submit Fundraising Contracts
28
Get Name of Charity
29
Submit Contract for Different States
30
List States
31
Includes Comments With Contract Submission
32
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)
33
Contract Submission Status
34
For more information, contact us at NCCS

• Linda Lampkin, 202-261-5806, LLampkin_at_ui.urban.org
  
• Tom Pollak, 202-261-5536, or TPollak_at_ui.urban.org