Compliance
Read our compliance blogs for guidance on staying compliant with IRS guidelines for nonprofits and how to maintain tax-exempt status
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A 10-step year end checklist for nonprofit finance leaders, with who owns each task and the date it is due, from October to January.
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Who files, when the 30-to-90-day window opens, what to include and how to submit the annual group exemption update, with a checklist your team can use.
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Good fiscal sponsorship software gives every sponsored project its own clear record of donations, restrictions, expenses, and fees. This guide walks sponsor finance teams through seven checks, a setup comparison, and a live demo test for choosing the right tool.
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A fiscal sponsorship agreement gives a charitable project a 501(c)(3) home for tax-deductible donations while the sponsor keeps legal control of the funds. This guide walks through choosing a model, the 11 clauses to include, the usual fee range, and the 2026 federal rules on sponsorship reporting.
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Choosing among fiscal sponsorship organizations is simple with eight clear checks on mission fit, fees, controls, grants, payouts, reporting, and exit terms. This guide shares 2023 fee data, a weighted scorecard, and what the 2026 fiscal sponsorship bill means for your community project.
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Fiscal sponsor grants open funding doors for projects that operate under an established 501(c)(3). This guide covers funder eligibility, the seven application steps, typical fees, and who manages the money after the award.
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Fiscal sponsor compliance is a shared job: your sponsor files the Form 990, issues donor receipts and keeps the official books, and your team supplies the records behind every expense. This guide maps each task under Model A and Model C and lists seven checks to settle before you sign.
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State charitable solicitation registration is the process by which nonprofits register with state agencies before soliciting donations from residents of those states. Many states require registration before fundraising begins, annual renewals, financial disclosures, and state-specific filings.
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Functional Expense Allocation determines how nonprofits classify expenses across Program Services, Management & General, and Fundraising on Form 990 Part IX. Learn practical nonprofit expense allocation methods, common mistakes to avoid, and best practices for building a consistent, defensible allocation process.
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Fiscal sponsorship compliance responsibilities go far beyond accepting donations on behalf of a project. Learn what fiscal sponsors are legally and financially responsible for, how oversight differs across sponsorship models, and how organizations can maintain compliance across multiple sponsored initiatives.