Special Events Webinar – May 8, 2012

“Charity Fundraising Special Events:

A Case Study Approach”

May 8, 2012 11:00 AM-12:45 PM (Pacific Time)

Webinar – Group Internet Based 

Register Now!

 About This Webinar

 Subject Matter

This is the second exempt organization webinar being conducted by YH Advisors, the Exempt Org Experts. The great majority of charitable organizations undertake some sort of fundraising activities, whether such entails the conducting of special events or targeted mail solicitation campaigns. Fundraising special events range from dinner galas, golf tournaments, and silent auctions to casino nights, poker tournaments, and raffles. Mail solicitation campaigns can involve professional fundraisers and could be directed into other states than the charity’s “home” state.

Fundraising special events and mail solicitation campaigns are currently subject to intense scrutiny by the Internal Revenue Service and the various state Attorneys General. That being said, it is essential that the exempt organization practitioner or executive be keenly aware of all the pertinent federal and state rules and regulations governing the conducting of fundraising activities by an exempt organization.

This webinar will be focused upon providing the exempt organization practitioner and exempt organization executive with guidance and valuable resources and tools to best ensure that they possess the requisite knowledge regarding the reporting and registering of their fundraising activities. There are no prerequisites and no advance preparation required for attending this webinar.


For those registering for this webinar prior to April 10, 2012, the cost is $139. For those registering after April 10, 2012, the cost is $159. Please see below if you plan to have multiple participants in the same location.

Learning Objectives

  • Gain an understanding of the reporting requirements for fundraising special events from an Internal Revenue Service perspective
  • Learn how auctions are reported differently from raffles from an Internal Revenue Service perspective
  • Become familiar with the state charitable solicitation registration rules from a general perspective
  • Learn strategies to best address the different state solicitation filing requirements of each state


2.0 hours of CPE credit will be provided to all registered participants who attend the webinar, complete all of the required polling questions and complete/submit a webinar evaluation form. Only the registered participant who logs into the webinar, responds to the polling questions and completes and submits the evaluation form will receive CPE credit. If CPE is not needed for multiple participants, it is certainly permissible if others in the same location participate in the webinar at no additional cost. If CPE credit is needed for multiple participants in the same location, it may be  possible that such can be obtained for $59 per participant who desires a CPE certificate so long as the appropriate controls are internally implemented to monitor attendance. Please contact lhaverlock@yhadvisors.com for more information regarding this.


  • Knowledge:   Basic
  • Prerequisites:    None
  • Advanced Preparation Required:   None

 Registration Instructions

  •  Registration is available on March 27, 2012
  • Click here to register on GoToWebinar’s webpage**Please note, after you click the “Register Now” button, you will be directed to our secure PayPal portal to remit payment. Redirection may take up to 10 seconds.
  • If the link above does not work:
    o    Visit www.gotomeeting.com
    o    Click “Join a Meeting”
    o    Type in Meeting ID “469270583”
    o    Complete your registration here!
  • Instructions will be sent to you prior to the webinar. Please check your emails for the webinar instructions that will come directly from GoToWebinar.
  • For the meeting, you will be required to both log in online and join in on a conference call. Please plan accordingly, as there is no option to listen in to the webinar via the internet.
  • Please email info@yhadvisors.com with any questions you might have or give us a call at 310-982-2806


Refunds Policy:
All cancellations must be received 48 hours in advance to receive a full refund.  After that time the full fee will be forfeited but registrants can still receive the presentation materials upon request.  We allow substitution of participants at any time.  For any questions regarding our refund policy, please contact Lauren Haverlock at 310-982-2804 or lhaverlock@yhadvisors.com
Program Cancellation Policy:
In cases where YH Advisors must cancel a course, each registered participant will be notified at least 24 hours prior to the class via email. A full refund or credit toward a future class will be provided.  For any questions regarding refunds or cancellations, please contact Lauren Haverlock at 310-982-2804 or lhaverlock@yhadvisors.com.
Complaint Resolution:
All complaints will be carefully reviewed and responded to for prompt resolution.  For any questions or complaints, please contact Lauren Haverlock at 310-982-2804 or lhaverlock@yhadvisors.com.
CPE Information: 
YH Advisors, Inc.  is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org