Nonprofit Compliance Checklist

Are you on track to meet your regulatory obligations in the coming year? With an ever-changing slate of requirements, you can spend more time on paperwork than fulfilling your organization’s mission. But compliance can’t be overlooked. 

Good standing is essential to obtaining licensing, grants and funding, and the right to solicit legally. Use this checklist to regularly review the fundamentals of fundraising compliance and entity management as your organization grows. It covers:

• General compliance tasks, including appointing a registered agent in every state where you transact business and filing annual reports.
• Maintaining state charitable solicitation registrations and disclosure statements.
• Best practices for record-keeping, maintaining governance and upholding organizational policies.