Get Organization Registration Form

Completing the Organization Registration Form online is a crucial step for organizations aiming to register and comply with state requirements. This guide provides clear, step-by-step instructions to assist users in filling out the form accurately and efficiently.

Follow the steps to complete your registration form online:

1. To begin, select the ‘Get Form’ button to access the Organization Registration Form and open it in your preferred editor.
2. Fill in the organization’s legal name in the designated field. If there has been a name change, please check the appropriate box and provide the previous name.
3. List all other names your organization uses to solicit contributions in the corresponding section, ensuring all names are accurately represented.
4. Provide the contact person’s name along with their email address. This individual will be your primary point of communication.
5. Enter the physical address of the organization. If the mailing address differs, fill in that information as well.
6. Complete the sections for additional communication details, including a phone number, fax number, and any relevant email addresses.
7. If applicable, provide details about all offices, chapters, and branches located in Pennsylvania, and attach additional sheets if necessary.
8. Indicate which section describes your organization for those described in Section 162.7(a) of the Act.
9. Specify the type of organization (e.g., corporation, association) and its date of establishment, including any documentation that may need to be submitted.
10. Answer whether any individual is compensated for soliciting contributions. If yes, provide the relevant start date.
11. As an initial registrant, provide the date you first solicited contributions from Pennsylvania residents.
12. Complete the section regarding IRS tax-exempt status, including necessary documentation if applicable.
13. Describe the specific programs for which contributions will be used, ensuring clarity on whether these are planned or existing programs.
14. Specify the manner in which contributions are solicited (e.g., via direct mail or online).
15. Indicate whether the organization is registered to solicit contributions in other states and list them if applicable.
16. Detail the professional solicitors and fundraising counsels employed, including contract dates and solicitation initiation dates.
17. Provide information regarding any commercial coventurers engaged with your organization.
18. If registering as a parent organization, indicate whether you choose to file a combined registration and list affiliate organizations.
19. As a Pennsylvania affiliate of a parent organization, confirm if they filed combined registration on your behalf.
20. Answer queries regarding sharing contributions or governance with other organizations, attaching necessary explanations if applicable.
21. List all officers, directors, and principal salaried executive staff officers.
22. Finally, certify the information provided is true and correct by including the required signatures and dates. Additionally, ensure you follow the checklist for required documents before submission.

Begin your registration process online today to ensure compliance and support for your organization's charitable efforts.