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Professional Fundraisers and the Commonly Forgotten Commercial Co-Venture Registration


Level: Advanced
Runtime: 63 minutes
Recorded Date: May 12, 2020
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Agenda

  • Overview of What Professional Fundraisers are (3.5 min.)
  • Overview of Fiscal Sponsorship and how it differs from Professional Fundraisers (5.5 min.)
  • Commercial Fundraisers Description, Compliance, and Forms (18 min.)
  • Fundraising Counsel Description, Compliance, and Forms (11 min.)
  • Commercial Co-Venturers Description, Compliance, and Forms (26 min.)

Runtime: 1 hour, 3 minutes
Recorded: May 12, 2020

Description

Charitable fundraising is something we see a lot of these days, on social media, on advertisements, donation of proceeds from the sales of goods and services, but we don't often see what type of legal compliance is required behind the scenes, or lack thereof in some instances. In this presentation, we'll cover the three varieties of professional fundraisers in California, the factors required for each, as well as the paperwork and filing requirements for each.

While each of the categories of professional fundraisers deals, obviously, with fundraising, the way the fundraisers interact with the public, who receives the funds solicited, and the level of legal compliance varies. Do you need to put up a bond to solicit donations? Do you merely need to have a contract in place with the non-profit? Are there financial reporting requirements? Renewal requirements? We'll answer all of these questions and provide some practical tips on how to spot these situations and be prepared to help your client become compliant.

This program was recorded on May 12th, 2020.

Provided By

New Media Rights
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Panelists

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Sam Mazzeo

Managing Partner
Better Professional Corporation (Better APC)

Sam Mazzeo is the Managing Partner at A Better Professional Corporation (Better APC) and heads up the securities, non-profit formation and compliance, trademark, contracts, and business formation practice areas of the firm. Better APC focuses on supporting small businesses, startups, non-profits, solopreneurs, freelancers, and generally anyone looking to do good while doing well.

Sam graduated from California Western School of Law in 2011 and has since worked for the non-profit organization with the most viral video in history, Invisible Children, as well as serving on the Board of Think Dignity (a non-profit founded to restore dignity to our homeless neighbors), TEDxSanDiego, and various other advisory committees for non-profits and social good businesses.

Currently, in addition to operating Better APC, Sam also serves as the Committee Co-Chair for the Business for Good San Diego Homelessness and Housing Committee, as well as serving on the Environmental Committee for Business for Good San Diego.

When Sam isn’t fighting the good fight, you’ll find him going for long rides on his eBike, doing boxing workouts, traveling (pandemic permitting), and spending time with his family.


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