Instructions for Registering as a Professional Fundraising Consultant

Do I have to register online?

Yes.  All filings with our office are online, including registration, renewals, amendments, and other forms.

 

Do I need to register?

Not all professional fundraising consultants need to register.  You only need to register if you will at any time have custody or control of contributions from a solicitation conducted on behalf of a charity in Colorado.  If you will have custody or control of contributions, you must register before conducting solicitations activities.

 

How do I register?

  • Log in to your account with your user ID and password.  Need help logging in?

  • The first time that you log in, you will be taken directly to the beginning of the registration process.

  • Review the information on the Registration page, then click on "Continue" at the bottom of the screen.

  • The next screen will show you the steps for the registration.  You don't have to complete all of the steps at once; if you click on "Save" at the bottom of  any screen, the information that you entered will be saved.  If you leave the site and come back at a later time, the steps that you have completed will appear as links.  Click on any of the linked steps to return to that page of the form. 

  • Otherwise, click on "Next" at the bottom of the screen to continue.

  • Fill out the information required on the form.  Line-by-line instructions

  • When you have finished entering information, you will electronically sign the registration and then complete the payment process.

 

How long is my registration valid?

Your registration is valid for one year.  Registrations can be renewed each year on or before the registration anniversary date.


What are the most common reasons for rejecting a registration?

  • All owners, officers, employees, and executive personnel not listed.

    The law requires a complete list of the names and addresses of the owners, officers, and executive personnel of the applicant, if the applicant is not an individual. [1]  In addition, if the applicant is a partnership, corporation, or limited liability company, it can register for and pay a single fee on behalf of all its partners, members, officers, directors, agents, and employees, each of whom must be listed in the registration, along with all other persons with whom the applicant has contracted to work under its direction. [2] 

  • Name, address, and telephone number of person with custody of financial records in Colorado not listed.

    The Colorado Charitable Solicitations Act requires paid solicitors and professional fundraising consultants to list the name, address, and telephone number of the person that has custody of the applicant's financial records. [3]  There must be at least one name provided in this section, even if it may seem obvious to the applicant that the custodian of the financial records is the applicant himself.

  • Primary address of the business or individual not a physical address.

    Applicants may include a mailing address that is a private mailbox or a post office box, but they must provide a physical address as the primary address of the business or individual. The same is true for the address of the person in charge of solicitation activities and the person with custody of the applicant's financial records.

  • Employee with a criminal history.

    An application cannot be approved if the paid solicitor or professional fundraising consultant is someone who, or is employing someone who, has within the past five years been convicted of, found guilty of, pled guilty or nolo contendere to, been adjudicated a juvenile of, or been incarcerated for any felony involving fraud, theft, larceny, embezzlement, fraudulent conversion, or misappropriation of property or any crime arising from the conduct of a solicitation for a charitable organization or sponsor, under the laws of Colorado or any other state or of the United States, or has been enjoined within the immediately preceding five years under the laws of Colorado or any other state or of United States from engaging in deceptive conduct relating to charitable solicitations.

I have other questions about registration.

See our registration FAQs or contact us at 303-894-2200 or charitable@sos.state.co.us if you have other questions.




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[1] 6-16-104.6(3)(d), C.R.S.
[2] 6-16-104.6(4), C.R.S.
[3] 6-16-104.3(4)(b) and 6-16-104.6(3)(c), C.R.S.