Utah Fundraising Registration Requirements

Utah State Fundraising Registration

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

 

Utah 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.


Utah 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


Utah Charitable Organization Registration

Agency:  Utah Department of Commerce - Division of Consumer Protection

Law:   Utah Code Annotated §13-22-1 thorugh 13-22-15; Utah Administrative Code, Rule R152-22-1 through R152-22-5

Foreign Qualification is Prerequisite:  No

Registered Agent (Special Agency) Required? Yes

One-Time Exemption Registration

Exemption Eligible Organizations:

  • A religious, ecclesiastical, or denominational organization described in § 13-22-5(a)
  • A solicitation by a broadcast media owned or operated by an educational institution or governmental entity, or any entity organized solely for the support of that broadcast media
  • An individual soliciting a contribution for the relief or benefit of another individual, who is specified by name at the time of the solicitation if all contributions are turned over to the named beneficiary after deducting actual expenses necessary for the cost of solicitation, if any and all individuals that carry out any fund-raising function for the benefit of the named individual are unpaid, directly or indirectly, for services rendered
  • A political party authorized to transact the political party's affairs within this state and any candidate and campaign worker of the political party if the content and manner of any solicitation make clear that the solicitation is for the benefit of the political party or candidate
  • A political action committee or group soliciting funds relating to issues or candidates on the ballot if the committee or group is required to file financial information with a federal or state election commission
  • A public school; a public institution of higher learning; a school accredited by an accreditation body recognized within the state or the United States; an institution of higher learning accredited by an accreditation body recognized within the state or the United States; an organization within, and authorized by, one of the previously described educational entities; a parent organization, teacher organization, or student organization authorized by one of the previously described educational entities
  • A public or higher education foundation established under Title 53E, Public Education System -- State Administration, Title 53G, Public Education System -- Local Administration, or Title 53B, State System of Higher Education
  • A television station, radio station, or newspaper of general circulation that donates air time or print space for no consideration as part of a cooperative solicitation effort on behalf of a charitable organization, whether or not that organization is required to register under this chapter
  • A volunteer fire department, rescue squad, or local civil defense organization whose financial oversight is under the control of a local governmental entity
  • Any governmental unit of any state or the United States
  • Any corporation established by an act of the United States Congress and that is required by federal law to submit an annual report to the United States Secretary of Defense
  • A solicitation by an applicant for a grant offered by a state agency if the terms of the grant provide that the state agency monitors a grant recipient to ensure that grant funds are used in accordance with the grant's purpose and the sum of the amount available to the applicant under grants offered by a state agency that the applicant applies for in a calendar year is less than or equal to $1,500
  • A chapter of a charitable organization or a person who solicits contributions for a charitable organization, if the charitable organization is registered with the division pursuant to >§ 13-22-5
  • A solicitation in an obituary
  • A solicitation made exclusively to a family member of the individual making the solicitation
  • Filing Method: Online

    Agency Fee:  $0

    Law: UT Code § 13-22-8

    Notes: Exemptions do not expire as long as the organization continues to qualify under the exemption criteria.

    Initial Registration

    Filing Method: Online

    Agency Fee:  $75

    Turnaround:  1 week

    Notes:

  • You may not solicit until you receive your certificate of registration back from the state. It takes ~1 month for the state to process your application.
  • Some Utah 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.
  • Appoint a registered agent to receive legal documents in Utah.
  • 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.
  • Appoint a registered agent to receive legal documents in Utah.
  • 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 Utah, obtain a certificate of good standing from your home state to submit during the foreign qualification process. The certificate cannot be more than 90 days old when filing foreign qualification documents.

  • - How to Apply -

    Domestic Applicants:

    1. File entity formation documents with the Utah Department of Commerce - Division of Corporations and Commerical Code.

    2. Create an online account and complete the online charitable registration through the Utah Department of Commerce - Division of Consumer Protection.


    Foreign Applicants:

    1. Determine whether or not your charity will need to foreign qualify based on your activity in Utah. If not required, skip to number 3.

    2. File foreign qualification documents with the Utah Department of Commerce - Division of Corporations and Commerical Code.

    3. Create an online account and complete the online charitable registration through the Utah Department of Commerce - Division of Consumer Protection.


    - Required Attachments -

  • IRS form 990
  • Articles of incorporation
  • A copy of the bylaws adopted by the applicant
  • Bylaws
  • IRS determination letter
  • List of officers and directors including phone numbers and addresses
  • Trust the #1 Choice for State Charitable Registration
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    Registration Renewal

    Filing Method:   Online

    Agency Fee:  $75

    Due: Annually by the upcoming quarterly due date based on registration date: January 1, April 1, July 1, or October 1. So if your permit was issued on April 15, it will expire on July 1.

    Due Date Extension:

    Utah does not grant extensions for charitable organization registration.

    Required Attachments:

  • Either IRS form 990 or audited financials
  • Only if amended: IRS determination letter, articles of incorporation, and bylaws
  • Change of Fiscal Year

    Agency Fee:  $75

    Filing Method:   Online

    Notes: Submit the short year financials during the standard renewal process.

    Cancellation

    Agency Fee:  $0

    Notes: To close out your registration, send (email accepted) a letter indicating that your organization wishes to cancel its registration. No final report or renewal is required.


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

    Killjan Anderson – USA BASKETBALL


    Utah Commercial Co-Venturer Registration

    NOT REQUIRED

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


     
    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


    Utah Charitable Gift Annuity Registration

    NOT REQUIRED

    Charitable Gift Annuity licensure is not required on the State level in Utah.
    No filing is required. Utah generally exempts charitable organizations from insurance regulation related to charitable gift annuities.


     
    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



    Utah Professional Fundraiser Registration

    Agency:   Utah Department of Commerce - Division of Consumer Protection

    Initial Registration

    Form: Fund Raiser Permit Application

    Agency Fee:   $250

    Original Ink: Not Required

    Notarize: Not Required

    Notes: All contract agreements with each charitable organization using the applicant’s services, and a copy of all agreements to which the applicant is, or proposes to be, a party regarding the use of proceeds must be included with the application.

    Before you Apply:

  • The name and address of any organization or person controlled by, controlling, or affiliated with the applicant
  • List the applicant’s business, occupation, or employment for the three (3) year period immediately preceding the date of this application.
  • List the name, address, and telephone number of each of the applicant’s or registrant’s board of directors and officers
  • List the registered agent for service of process within the State of Utah
  • Required Attachments:

  • Provide a copy of any articles of incorporation or bylaws adopted by the applicant.
  • Provide a list of the names, residential addresses, dates of birth, driver license numbers, and the state where licensed of all owners, directors, and managers of the applicant.
  • Provide a list of the address and telephone number for each location in Utah from which the applicant will solicit funds.
  • List the name, address, and telephone number of all banks, savings and loan associations, and all other such financial institutions in which the applicant will deposit the funds received, and identify the names in which the funds will be deposited.
  • List the names, addresses, dates of birth, driver license numbers and the state where licensed for any persons who will solicit funds.

  • Registration Renewal

    Form:  Fund Raiser Permit Application (Renewal)

    Agency Fee:   $250

    Due: Annually by the registration anniversary date.

    Original Ink: Not Required

    Notarize: Not Required

    Notes: All contract agreements with each charitable organization using the applicant’s services, and a copy of all agreements to which the applicant is, or proposes to be, a party regarding the use of proceeds must be included with the application.


    Contract Filing

    Agency Fee:   $0

    Due: Prior to commencement of each solicitation campaign each professional fund raiser, fund raising counsel or consultant or charitable organization shall notify the Division in writing at least 10 days in advance of its intent to commence a campaign.


    Utah Individual Professional Fundraiser Registration

    NOT REQUIRED

    Professional Solicitor licensure is not required on the State level in Utah.
    Solicitors who are not employed by a professional fundraising firm but operate independently may be required to register. Employees of professional fundraising firms are generally not required to register as an individual solicitor in Utah.


     
    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



    Learn about fundraising in other jurisdictions: