As more companies connect their brands to charitable giving, fundraisers are increasingly being asked to participate in “cause marketing” or “commercial co-venture” (CCV) campaigns — from round-ups at checkout to limited-edition product donations. But behind every dollar raised lies a complex web of state regulations designed to protect donors, nonprofits, and the public trust. This session will demystify the compliance landscape for charitable fundraising partnerships, helping nonprofit fundraisers understand what’s required when working with corporate partners, agencies, and online platforms. We’ll unpack the key differences between charitable solicitation registration, commercial co-venture filings, and professional fundraiser requirements — and share real-world examples of how nonprofits and their partners navigate these obligations efficiently. Attendees will also learn how donor-advised funds (DAFs) and new financial technology tools are helping streamline campaign compliance, accelerate disbursements to nonprofits, and reduce administrative overhead. Presenters will share lessons learned from working directly with both charitable organizations and corporate partners who have implemented technology to maintain transparency and compliance at scale. This is a practical, candid discussion about the new realities of fundraising collaboration — what’s required, what’s changing, and how fundraisers can protect their organizations while embracing innovation. Whether you manage donor relationships, compliance, or partnerships, you’ll leave with a clear understanding of how to run legally sound, mission-aligned campaigns that inspire confidence from donors and corporate partners alike.
Learning Objectives:
See how emerging tools and DAF structures can simplify reporting, payments, and transparency in cause marketing campaigns.
Understand the key state and federal requirements that apply to corporate-nonprofit fundraising partnerships – including commercial co-ventures, charitable fundraising promotions and nonprofit registrations.
Learn how nonprofits can proactively manage compliance across multiple states without slowing fundraising momentum.
