Oklahoma Fundraising Registration Requirements

Oklahoma State Fundraising Registration

Resources for charities, businesses, professional fundraisers, and individuals conducting fundraising activities

 

Oklahoma Nonprofit & Fundraising Company Licenses

Labyrinth provides the state fundraising regulations below as a guide to help you apply for and maintain your ability to fundraise. Need help? We can manage your state registrations for you. Contact us today to learn more.


Oklahoma defines requirements for:

•  Charitable Organization Registration

•  Commercial Co-Venturer Registration

•  Professional Fundraiser Registration

•  Individual Nonprofit & Fundraising Licenses

•  Charitable Gift Annuity Registration


Need a different state? Visit our 50-state Compliance Guide


Company Licenses

Oklahoma Nonprofit & Fundraising Company Licenses

Oklahoma Bingo and Breakopen Ticket Game Licenses

Game Type:

Bingo and breakopen ticket games.

Agency:Oklahoma Alcoholic Beverage Laws Enforcement Commission
Organization Age Requirement:

2 years of continuous existence immediately preceeding licensure.

Age Restrictions:

Participants must be at least 18 years old. Minors accompanied by a parent or legal guardian are allowed to play bingo.

Prize Limits:

The maximum bingo prize for a bingo session is $6,000.

Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Agency:Oklahoma Alcoholic Beverage Laws Enforcement Commission
Form:

Charity Games Organization Application

Agency Fee:

$100

Registration Renewal

Agency:Oklahoma Alcoholic Beverage Laws Enforcement Commission
Form:

Charity Games Organization Application (Renewal)

Agency Fee:

$100

Due:

Annually by the date of issuance.

Oklahoma Charitable Gift Annuity Registration

Agency:Oklahoma Insurance Department
Law:

OK Stat. § 36-4071 through OK stat. § 36-4082

Foreign Qualification is Prerequisite:Not Set
Organization Age Requirement:

3 years of continuous existence immediately preceeding licensure.

Minimum Unrestricted Cash or Cash Equivalent Requirement:

$100,000

Audit Requirements:

Charities must submit an audited financial statement every year.

Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Notes:

Oklahoma charities must provide notice within 90 days of when they first enter into a charitable gift annuity agreement. Notices must identify the organization, certify that the organization is a charity and that the annuities issued are qualified charitable gift annuities, and be signed by an officer or director.

Registration Renewal

Due:

Annually within 90 days of receipt of the final audit report.

Oklahoma Charitable Organization Registration

Agency:Oklahoma Secretary of State - Charitable Organizations Section
Law:

Oklahoma Statutes Ann. §§ 18-552.1 to 18.552.6

Foreign Qualification is Prerequisite:No
Exam Required?Not Set
Registered Agent (Special Agency) Required?No

Automatic Exemption

Exemption Eligible Organizations:
  • Organizations incorporated for religious purposes and actually engaged in bona fide religious programs, and other organizations directly operated, supervised, or controlled by a religious organization
  • Educational institutions that have a faculty, regularly enrolled students and offer courses of study leading to the granting of recognized degrees when solicitations of contributions are primarily confined to its student body and their families, alumni, faculty and trustees and any 501(c)(3) organization authorized by and having an established identity with such institutions
  • Fraternal organizations, when soliciting from their own members, and patriotic and civic organizations, when solicitation of contributions is confined to the membership of said organizations, and the solicitation is managed by their own membership without paid solicitors
  • Persons soliciting contributions for a named individual person, when such individual person is specified by name at the time of solicitation, the purpose for such contribution is clearly stated, and if the gross contributions collected, without any deductions whatsoever for the benefit of the solicitor or any other person, be deposited directly to an account in the name of the beneficiary
Law:

OK Stat § 18-552.4

Initial Registration

Form:

SOS FORM 101-01/13: Registration Statement of Charitable Organization

Filing Method:

Mail or online.

Agency Fee:

$15-65, depending on contributions

Turnaround:

1 week

Notes:
  • The president, chairman, or principal officer must sign. The signature need not be notarized.
  • The secretary will mail back a statement of receipt and certificate.
  • Some Oklahoma counties and municipalities may require charities that solicit in-person to register prior to fundraising.
Before you Apply:

Domestic Applicants:

  • Check the available exemptions to see if your charity is eligible for exemption from the full registration requirement.
  • Look through the list of required attachments and make sure that you have each required document in hand before starting the registration application.

Foreign Applicants:

  • Check the available exemptions to see if your charity is eligible for exemption from the full registration requirement.
  • Look through the list of required attachments and make sure that you have each required document in hand before starting the registration application.
  • If you will foreign qualify in Oklahoma, obtain a certificate of good standing from your home state to submit during the foreign qualification process. The certificate cannot be more than 60 days old when filing foreign qualification documents.
How to Apply:

Domestic Applicants:

  1. File entity formation documents with the Oklahoma Secretary of State - Business Filing Department.
  2. Submit a Registration Statement of Charitable Organization and all required attachments to the Oklahoma Secretary of State - Charitable Organizations Section.

Foreign Applicants:

  1. Determine whether or not your charity will need to foreign qualify based on your activity in Oklahoma. If not required, skip to number 3.
  2. File foreign qualification documents with the Oklahoma Secretary of State - Business Filing Department.
  3. Submit a Registration Statement of Charitable Organization and all required attachments to the Oklahoma Secretary of State - Charitable Organizations Section.
Required Attachments:
  • IRS determination letter
  • List of officers and directors
  • Professional Fundraiser Attachment (if applicable)

Registration Renewal

Form:

SOS FORM 101-01/13: Registration Statement of Charitable Organization (Renewal)

Filing Method:

Mail or online.

Agency Fee:

$15-65 depending on contributions

Due:

Annually before the anniversary date of your initial registration (if first renewal) or previous renewal filing. This means that your renewal date will change every year unless you file on the same day every year. You will not receive a renewal reminder.

Due Date Extension:

Oklahoma does not grant extensions for charitable organization registration.

Notes:
  • Note the list of attachments required.
  • The president, chairman, or principal officer must sign. The signature need not be notarized.
Required Attachments:
  • List of officers and directors
  • Professional Fundraiser Attachment (if applicable)

Cancellation

Agency Fee:

$0

Notes:

To close out your registration, either submit a letter requesting cancellation or simply let the license lapse.

Oklahoma Commercial Co-Venturer Registration

Not required



Commercial Co-venturer licensure is not required on the State level in Oklahoma.

Oklahoma does not currently have a traditional registration requirement for commercial co-venturers, but they may need to follow other regulations before and after fundraising events.

Oklahoma Fundraising Counsel License

Not required



Fundraising Counsel licensure is not required on the State level in Oklahoma.

Oklahoma does not issue licenses specific to fundraising counsels.

More information: Oklahoma Secretary of State - Charitable Organizations Section

Professional fundraiser means any person who for compensation or other consideration plans, conducts, or manages in the state of Oklahoma the solicitation of contributions for or on behalf of any charitable organization or who engages in the business of or holds himself or herself out to persons in this state as independently engaged in the business of soliciting contributions for such purpose. For the purpose of this act, professional fundraiser does not include an employee f a charitable organization who engages in such activities, nor does it include any volunteer who receives no payment, compensation or remuneration of any kind for soliciting any contributions; provided, a volunteer may receive credit for fulfilling any community service requirement of an educational institution or government agency. 

In addition, for this purpose, consideration does not include incidental benefits that might be received by a noncompensated person, such as meals, supplies, or similar support and does not include reimbursement for expenses incurred by any noncomplensted person for his or her solicitation activities. 

Oklahoma Professional Fundraiser Registration

Agency:Oklahoma Secretary of State - Charitable Organizations Section
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Initial Registration

Form:

Application for Registration as a Professional Fundraiser

Agency Fee:

$215

Original Ink:Not required
Notarize:Not required
Before you Apply:
  • The full legal names and street addresses of the charitable organizations with which you have entered into contracts or agreements relating to the solicitation of contributions
  • The names of all professional solicitors employed by the professional fundraiser who will be involved in the solicitation of contributions for charitable organizations
  •  

Registration Renewal

Form:

Application for Registration as a Professional Fundraiser (Renewal)

Agency Fee:

$215

Due:

Annually by the registration anniversary date.

Original Ink:Not required
Notarize:Not required

Individual Licenses

Oklahoma Individual Nonprofit & Fundraising Licenses

Oklahoma Professional Solicitor Registration

Agency:Oklahoma Secretary of State - Charitable Organizations Section
Foreign Qualification is Prerequisite:Not Set
Exam Required?Not Set
Registered Agent (Special Agency) Required?Not Set

Registration Renewal

Form:

https://www.sos.ok.gov/(S(rxow5nrnwbjxrg45rwhhhg45))/charity/forms.aspx

Agency Fee:

$25

Due:

Annually by the registration anniversary date.



Learn about fundraising in other jurisdictions: