They used something similar to, or perhaps even identical to, the Perlman disclosure, which has language for each of the relevant states and included it in everything. It was not actually cumbersome, it was just one more piece of paper for the mailhouse to print and stuff.
Thank you,
Isaac Shalev
Data Strategy Expert
Sage70, Inc.
(917) 859-0151
isaac@sage70.com
Schedule a 30-minute consultation now:
Original Message:
Sent: 7/26/2024 3:26:00 PM
From: John Taylor
Subject: RE: Charitable Disclosure Statement
And they probably had tons of money and could afford to print different direct mail pieces when mailing to different states that had required language!
John H. Taylor, PrincipalJohn H. Taylor Consulting, LLC
2604 Sevier Street
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
Original Message:
Sent: 7/26/2024 3:19:00 PM
From: Isaac Shalev
Subject: RE: Charitable Disclosure Statement
Thanks John, this matches my experience. I've only worked with one client who was compliant on DM - they were a very large national advocacy organization with some specific reasons to be concerned about being targeted for compliance actions.
Thank you,
Isaac Shalev
Data Strategy Expert
Sage70, Inc.
(917) 859-0151
isaac@sage70.com
Schedule a 30-minute consultation now:
Original Message:
Sent: 7/26/2024 1:54:00 PM
From: John Taylor
Subject: RE: Charitable Disclosure Statement
That is correct and is what I mentioned at the beginning of this discussion yesterday after the original post. I am not aware of any organization who includes the required language in the specified font and size required by these states. But it is better than doing nothing.
Of course, any deviation from a state requirement must be approved by your Counsel - even if the solution is recommended and provided by your state registration vendor.
John
John H. Taylor
919.816.5903 (Cell/Text)
Big Ideas; Small Keyboard
Original Message:
Sent: 7/26/2024 1:40:00 PM
From: Isaac Shalev
Subject: RE: Charitable Disclosure Statement
John, as I understand it, having compliance language on your website and referencing it in your direct mail is not actually compliant with the relevant state regulations. Is that correct? These regulations do seem to be observed mainly in the breach.
Thank you,
Isaac Shalev
Data Strategy Expert
Sage70, Inc.
(917) 859-0151
isaac@sage70.com
Schedule a 30-minute consultation now:
Original Message:
Sent: 7/26/2024 12:17:00 PM
From: John Taylor
Subject: RE: Charitable Disclosure Statement
Here's a list I compiled last year. I am adding Affinity!
John H. Taylor, PrincipalJohn H. Taylor Consulting, LLC
2604 Sevier Street
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
NC State uses (or used when I was there) Perlman & Perlman. I also liked Labyrinth when I was searching. Harbor Compliance is another one.
John
John H. Taylor, PrincipalJohn H. Taylor Consulting, LLC
2604 Sevier Street
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
Original Message:
Sent: 7/26/2024 11:40:00 AM
From: Jackie Wright
Subject: RE: Charitable Disclosure Statement
We use Affinity Fundraising Registration
State Fundraising Registration | Affinity Fundraising Registration
------------------------------
Jackie Wright
St. Mary's College of Maryland Foundation, Inc
jawright1@smcm.edu
------------------------------
Original Message:
Sent: 07-26-2024 10:28 AM
From: Leah Richards
Subject: Charitable Disclosure Statement
Jackie (and others), could you share the third party that you use and/or other third party options out there for this?
Thanks!
Leah
------------------------------
Leah Richards
St. John Fisher University
lrichards@sjf.edu
Original Message:
Sent: 07-26-2024 08:48 AM
From: Jackie Wright
Subject: Charitable Disclosure Statement
Thanks John! I added this after watching your annual IRS update!
------------------------------
Jackie Wright
St. Mary's College of Maryland Foundation, Inc
jawright1@smcm.edu
Original Message:
Sent: 07-26-2024 07:10 AM
From: John Taylor
Subject: Charitable Disclosure Statement
Jackie, your link is precisely what I advocate! It is important to include that URL on all your direct mail pieces, as the language on the right side of your page should be printed on any solicitation. A donor cannot click on a button on a piece of mail! So, we should reference the URL prominently to address (as best we can) state-mandated direct mail requirements.
Nicely done!
John
John H. Taylor, PrincipalJohn H. Taylor Consulting, LLC
2604 Sevier Street
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
Original Message:
Sent: 7/25/2024 5:18:00 PM
From: Jackie Wright
Subject: RE: Charitable Disclosure Statement
We use a third party to file all our state fundraising forms, and as part of the service they provide us with a button to link to a seal of compliance. Of course, it's branded to promote their service, but it covers what we need for the online site. We are going to add language to our direct mail to direct people to the website.
See here:
Giving to St. Mary's College
If you scroll to the bottom of the page, you'll see the big grey button.

------------------------------
Jackie Wright
St. Mary's College of Maryland Foundation, Inc
jawright1@smcm.edu
Original Message:
Sent: 07-23-2024 05:20 PM
From: John Taylor
Subject: Charitable Disclosure Statement
Given the strict language requirements (and length), I have only seen disclosures on websites used effectively. I have shared many examples previously. Google site:.edu Charitable Solicitation Disclosure for several more examples.
John
John H. Taylor, PrincipalJohn H. Taylor Consulting, LLC
2604 Sevier Street
Durham, NC 27705
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
Original Message:
Sent: 7/23/2024 6:14:00 PM
From: Gabriela Rubio
Subject: Charitable Disclosure Statement
Hello,
I wanted to inquire if any other teams had charitable disclosure statements listed in their physical solicitations or listed in their organization's webpages? My team is looking to see if there are any best practices on getting these state disclosure statements set up? We have seen templates of set language to use but wanted to know more this process from other colleagues. Thank you.
------------------------------
Gabriela Rubio
Pomona College
Gabriela.Rubio@pomona.edu
------------------------------