Commercial Fundraiser Initial Registration Check List printable pdf download

Commercial Fundraiser Initial Registration Check List

Each question must be completed and all required attachments must be included with your application. The

items in the checklist below are the most common reasons initial registrations are rejected. Please use the

checklist to prevent any delay in processing your submission.

Application

Please print legibly in ink. Do not staple or bind documents.

Ensure each question is answered. If the question does not apply, please mark it as “NA.”

You must include the acronym “PMB” in the mailing address field if using a Private Mail Box.

If mailing address is a PO Box or Private Mail Box (PMB), you must provide a street address in the

“street address” field.

The fiscal or accounting year beginning date (mm/dd/yyyy) and the fiscal or accounting year ending date

(mm/dd/yyyy) that corresponds with the financial information provided in the Solicitation Report. If the

organization is new, a projected year end date (mm/dd/yyyy) must be provided.

The Solicitation Report (Lines 1-2) must be completed using gross revenue. Financial information must

be reported even if the commercial fundraiser does not have custody of the funds.

Required Attachments

(Please label attachments accordingly)

$15,000 Commercial Fundraiser Surety Bond

If applicable, a list of other mailing, street, electronic or Internet addresses (excluding those provided in

Section 1) used to conduct solicitations in Washington State on behalf of one or more charitable

organizations, including those used by subcontractors, if any.

If applicable, a list containing the name, address and telephone number for each commercial fundraiser

(subcontractor) retained in the conduct of providing fundraising services for the charitable organizations

listed in the renewal form and/or its attachments. Include the contract beginning and ending dates for each

subcontractor used.

If applicable, a list of states where the commercial fundraiser is registered to solicit contributions,

including all names under which the organization is currently registered/has been registered in the past three

years.

If applicable, a list containing the name, address, and telephone number of each charitable organization

for which the commercial fundraiser conducted solicitations/provided services during the fiscal/accounting

year reported in the Solicitation Report. Include those charitable organizations with which the commercial

fundraiser contracts directly, as well as those for which it subcontracts.

Sign the application. It must be signed by an owner or officer.

Any additional attachments created by the organization that correspond with questions on the application.

Commercial Fundraiser Initial Registration Check List