Fundraise Smarter

Online Fundraising Compliance, Is your Campaign at Risk?

Posted by Zak Walters on Apr 11, 2017 10:20:00 AM

Ah, compliance.

The red-tape-covered word that can really get NPOs caught in sticky situations when not adhered to.

Okay.. no more puns, I promise.

But think about it, are you following compliance standards? If not (or you simply don't know) there's a chance you could find yourself in some hot water ... especially if you're running nation-wide fundraising campaigns.

Fear not. The better you understand something, the easier it is to stay protected. Here are the things you need to know...

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Topics: online fundraising, nonprofit compliance

Stay Protected: What the IRS Expects You to Tell Your Donors

Posted by James Gilmer on Apr 18, 2016 10:00:00 AM

There are some things in life that are super important but also, well...a little boring.



The DMV.

Not exactly sexy stuff. But the consequences of overlooking them are pretty severe.

That’s why I’m so grateful that there are people out there like the good folks at Harbor Compliance who are absurdly dedicated to helping nonprofits take care of the (let’s face it) boring yet OMG-you-better-not-forget-to-do-this kind of tasks that come with running a nonprofit.

Things like donation receipts and charitable solicitation disclosures.

Today on the blog, we’re joined by James Gilmer from Harbor Compliance who is going to tell us exactly what you need to include in your email solicitations and receipt emails to stay on the right side of the law.

Everyone say “Hi James!”

Alright James, take it away!


Donations, grants, and public support are all indicators that the community appreciates your charity's work. No matter the type of nonprofit you run, one of the easiest ways to show #donorlove is through a simple thank you note. As a matter of compliance, you may be required to provide additional forms of acknowledgement to your donors, both before and after you receive a gift.

Let’s start with charitable solicitation disclosures, which happen at the point of solicitation.

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Topics: donor stewardship, nonprofit compliance, IRS

10 Essential Things Your Nonprofit Should Do at Year’s End

Posted by James Gilmer on Dec 28, 2015 10:00:00 AM

The end of the year is the most important time for nonprofit organizations. One dollar out of every five is donated in December, which keeps your volunteers and staff busy, but there are a number of IRS and state requirements that also coincide with the close of your fiscal year. By addressing government and recordkeeping activities, you will close out 2015 cleanly (and hopefully without too much stress!), and help set the tone for success in 2016.

We like to call this set of activities “end of year compliance.” Your nonprofit may have different or many more tasks than this list below, but here are the top 10 to look out for.

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Topics: nonprofit compliance

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