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


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

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
  • Trust the #1 Choice for State Charitable Registration
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    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
  • Cancellation

    Agency Fee:  $0

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


     
    I’ve had great experiences with Labyrinth across two organizations, I definitely recommend their services!

    Killjan Anderson – USA BASKETBALL


    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


     
    Labyrinth has taken the stress out of ensuring our organization is current with all state requirements. Their knowledgeable staff are always available to answer questions and provide guidance giving me peace of mind. I can’t say enough about the value they bring to our organization.

    Beth Lyons, Director of Development, Homes for Our Troops


    Oklahoma Charitable Gift Annuity Registration

    Agency:   Oklahoma Insurance Department

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

    Organization Age Requirements:   3 years of continuous existence immediately preceding licensure.

    Minimum Unrestricted Cash or Cash Equivalent Requirement: $100,000

    Audit Requirements:   Charities must submit an audited financial statement every year.

    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.


     
    I highly recommend this company for any organization that needs help with state filings. They have excellent customer service, have exceptional pricing, and have a true passion for helping organizations with this service. They are FANTASTIC!!

    Jacquelyn Bussotti, Human Resources Manager, Parkinson’s Foundation



    Oklahoma Professional Fundraiser Registration

    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.

    Agency:   Oklahoma Secretary of State - Charitable Organizations Section

    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




    Oklahoma Professional Solicitor Registration

    Agency:   Oklahoma Secretary of State - Charitable Organizations Section

    Initial Registration

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

    Agency Fee:   $25

    Registration Renewal

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

    Agency Fee:   $25

    Due: Annually by the registration anniversary date.


     
    Thank you, you truly are amazing! And frankly we would be lost in all of this if it wasn’t for you.

    Lisa Strand, Operations Coordinator, Life is Good Playmakers



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