The Law of Fundraising

The Law of Fundraising
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Bruce R. Hopkins. The Law of Fundraising

Table of Contents

Guide

Pages

the law of fundraising

Preface

CHAPTER ONE Government Regulation of Fundraising for Charity

§ 1.2 CHARITABLE FUNDRAISING: A PORTRAIT

(a) Scope of Charitable Giving in General

(b) Online Charitable Fundraising

§ 1.3 EVOLUTION OF GOVERNMENT REGULATION OF FUNDRAISING

§ 1.4 CONTEMPORARY REGULATORY CLIMATE

Notes

CHAPTER FOUR State Regulation of Fundraising

§ 4.2 POLICE POWER

§ 4.2A REGISTRATION AND LICENSING REQUIREMENTS (NEW)

§ 4.2B CHARITABLE PURPOSES REVISITED (NEW)

§ 4.3 FUNDRAISING AS FREE SPEECH (c) State of Law Subsequent to Supreme Court Decisions

(g) Interplay between Fundraising Regulation and Prosecution of Fraud

§ 4.8 OTHER CONSTITUTIONAL LAW ISSUES

Notes

CHAPTER FIVE Federal Regulation of Fundraising

§ 5.2A PRIVATE BENEFIT DOCTRINE

§ 5.3 CHARITABLE GIFT SUBSTANTIATION REQUIREMENTS

(a) $250 Threshold Rule

(b) Donee Substantiation

(c) Non-Donee Letter Substantiation

(d) Other Rules

(e) Donee Organizations' Information Reporting

(f) Other Substantiation Requirements

§ 5.6 INTERMEDIATE SANCTIONS

(a) Basic Concepts of Intermediate Sanctions

(b) Intermediate Sanctions Rules as Applied to Fundraising

§ 5.7 UNRELATED BUSINESS RULES

(a) Basic Concepts of Unrelated Income Taxation

(b) Unrelated Income Rules as Applied to Fundraising

§ 5.8 EXEMPTION APPLICATION PROCESS

(b) Application Procedure

§ 5.11 PUBLIC CHARITY CLASSIFICATIONS

§ 5.13 FUNDRAISING COMPENSATION ARRANGEMENTS

§ 5.14 CHARITABLE DEDUCTION RULES (a) Meaning of Gift

(d) Percentage Limitations

§ 5.15 COMMENSURATE TEST (b) Law and Analysis

(c) Perspective

(d) IRS's Charitable Spending Initiative

§ 5.18 POSTAL LAWS (b) Qualifying Organizations

(d) Application for Authorization

§ 5.21 FTC TELEMARKETING RULES

§ 5.22 INTERNET COMMUNICATIONS (d) IRS Examination Guidelines

§ 5.25 POLITICAL CAMPAIGN FINANCING

§ 5.26 FUNDRAISING ORGANIZATIONS

(a) General Principles

(b) Application of Commensurate Test

(c) Other Exemption Issues

§ 5.27 HOUSE OF REPRESENTATIVES MEMORANDUM

Notes

CHAPTER SIX Import of Form 990

§ 6.11 SCHEDULE B (d) Disclosure Considerations

Notes

Inflation-Adjusted Insubstantiality Threshold—$50 Test

Inflation-Adjusted Insubstantiality Threshold—$25 Test

Inflation-Adjusted Low-Cost Article Definition

Cumulative Table of Cases

Cumulative Table of IRS Pronouncements

Cumulative Table of Private Letter Rulings and Technical Advice Memoranda Discussed in Bruce R. Hopkins’ Nonprofit Counsel

Cumulative Table of Cases Discussed in Bruce R. Hopkins’ Nonprofit Counsel

Online Resources

APPENDICES

TABLES

Index

WILEY END USER LICENSE AGREEMENT

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March 2021

Two of the charities, the CCFA and BCS, agreed to settle the charges before the complaint was filed. Under the proposed settlement orders, Effler, Perkins, and Reynolds II will be banned from fundraising and charity management, and CCFA and BCS will be dissolved. On March 30, 2016, the Federal Trade Commission announced the total disbandment of the CFA and CSS. Further, James Reynolds Sr. was barred from operating or engaging in fundraising for nonprofit organizations.

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