Legal Identity
Legal name, DBA, EIN, incorporation state and date, and entity type.
Registering protects legal standing to solicit funds, ensures transparency for donors, and reduces the risk of enforcement actions. Proper registration helps maintain eligibility for state-specific tax and grant programs and demonstrates compliance with consumer protection expectations.
Whoever signs must have authority under the charity's bylaws; documentation may be requested to confirm signing authority during review.
Legal name, DBA, EIN, incorporation state and date, and entity type.
Registered office, mailing address, and contact phone or email.
Names and titles of officers, directors, and key responsible persons.
Concise mission statement and description of fundraising or program activities.
Recent fiscal year revenue, expenses, and whether an audit or review exists.
Required documents such as articles, bylaws, IRS determination letter, and financial statements.
| Field | Configuration |
|---|---|
| Signer Order | Set role-based sequential signing |
| Attachments | Require PDF uploads for exhibits |
| Authentication | Use email or SMS code for signer verification |
| Recordkeeping | Enable audit trail and store signed PDF |
Verify the receiving agency accepts electronic signatures; if a state requires notarization or wet signatures, follow those specific instructions.
Varies by state and by solicitation activity
Often required yearly; some states allow biennial filing
Annual financials usually required with renewal
Notify state of officer or address changes promptly
Processing ranges from days to several weeks
Assemble governance documents and financial statements for upload and review
Submit completed form and attachments through the state portal or by mail
Regulator reviews and may request clarifications or missing items
State issues registration confirmation or posts status publicly
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A small nonprofit prepared scanned articles and a one-page financial summary for state filing
A health services nonprofit attached audited financials and a HIPAA compliance statement