Utah Fundraising Licensing
Below, you'll find licensing requirements for a range of fundraising activities. At a glance, you can see requirements, fees, filing instructions, and links to forms for everything from charitable gaming and cause marketing to professional fundraisers and charitable gift annuities.
Make sure your fundraising activities meet the unique requirements of each jurisdiction where you’re soliciting. Feel free to explore, bookmark, and share!
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- Utah Nonprofit & Fundraising Company Licenses
- Utah Individual Nonprofit & Fundraising Licenses
Company Licenses
Utah Nonprofit & Fundraising Company Licenses
Utah Charitable Gaming License
Not required
Charitable Gaming licensure is not required on the State level in Utah.
Utah statutes do not currently provide for any charitable gaming activites.
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.
Law: | UT Code § 31A-22-1303 |
Utah Charitable Organization Permit
One-Time Exemption Registration
Exemption Eligible Organizations: |
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Filing Method: | |
Agency Fee: | $0 |
Law: | |
Notes: | Exemptions do not expire as long as the organization continues to qualify under the exemption criteria. |
Initial Registration
Filing Method: | |
Agency Fee: | $75 |
Turnaround: | 1 week |
Notes: |
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Before you Apply: | Domestic Applicants:
Foreign Applicants:
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How to Apply: | Domestic Applicants:
Foreign Applicants:
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Required Attachments: |
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Registration Renewal
Filing Method: | |
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. |
Penalties: | There is a late fee of $25 for each month that passes after the due date. |
Required Attachments: |
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Contract Filing
Form: | There is no form. Just submit the contract to the state. |
Filing Method: | Email the contract to dcp-charities@utah.gov |
Agency Fee: | $0 |
Turnaround: | 1 business week. |
Due: | Every charitable organization which agrees to permit a charitable sales promotion to be conducted by a commercial co-venturer on its behalf shall file with the division a notice of the promotion prior to its commencement within this state. |
Notes: | There is no form. Notices of sales promotion must include: 1) The names of the charitable organization and commercial co-venturer; 2) That the charitable organization and the commercial co-venturer will conduct a charitable sales promotion; and 3) The date the charitable sales promotion is expected to commence. |
How to Apply: | The charity must be registered to solicit charitable contributions or otherwise exempt for the contract to be accepted. |
Change of Fiscal Year
Filing Method: | |
Agency Fee: | $75 |
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. |
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.
Contract Filing
Agency Fee: | $0 |
Due: | Every charitable organization which agrees to permit a charitable sales promotion to be conducted by a commercial co-venturer on its behalf shall file with the division a notice of the promotion prior to its commencement within this state. |
Notes: | There is no form. Notices of sales promotion must include: 1) The names of the charitable organization and commercial co-venturer; 2) That the charitable organization and the commercial co-venturer will conduct a charitable sales promotion; and 3) The date the charitable sales promotion is expected to commence. |
Contract Amendment
Agency Fee: | $0 |
Due: | An amendment filing should be made before the expiration date of a campaign in order to extend the campaign. |
Notes: | To report an extension of a campaign or another change to a campaign agreement, submit a cover letter describing the change and include a copy of the amended agreement. |
"Professional fund raising counsel or consultant" means a person who:(i)
for compensation or any other consideration, plans, manages, counsels, consults, or prepares material for, or with respect to, the solicitation of contributions for a charitable organization or any other person;
(ii)
does not solicit contributions;
(iii)
does not at any time have custody of a contribution from solicitation; and
(iv)
does not employ, procure, or engage any compensated person to solicit or receive contributions.
(b)
"Professional fund raising counsel or consultant" does not include:(i)
an individual acting in the individual's capacity as a bona fide officer, director, volunteer, or full-time employee of a charitable organization;
(ii)
an attorney, investment counselor, or banker who, in the conduct of that person's profession, advises a client regarding legal, investment, or financial advice; or
(iii)
a person who tangentially prepares materials, including a person who:(A)
makes copies;
(B)
cuts or folds flyers; or
(C)
creates a graphic design or other artwork without providing strategic or campaign-related input.
Utah Fundraising Counsel Registration
Agency: | Utah Department of Commerce - Division of Consumer Protection |
Registered Agent (Special Agency) Required? | Yes |
Initial Registration
Form: | |
Agency Fee: | $250 |
Registration Renewal
Form: | Professional Fund Raising Counsel Permit Application Form (Renewal) |
Agency Fee: | $250 |
Due: | Annually by the registration anniversary date. |
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. |
Amendment
Agency Fee: | $0 |
Due: | If any information contained in the application for a permit becomes incorrect or incomplete, the applicant or registrant shall, within 30 days after the information becomes incorrect or incomplete, correct the application or file the complete information required by the division. |
A professional fund raiser is defined by the Charitable Solicitations Act to mean a person who:
- for compensation or any other consideration, for or on behalf of a charitable organization or any other person:
- solicits contributions; or
- promotes or sponsors the solicitation of contributions;
- For compensation or any other consideration, plans, manages, counsels, consults, or prepares material for, or with respect to, the solicitation of contributions for a charitable organization or any other person; and
- at any time has custody of a contribution for the charitable organization;
- engages in, or represents being independently engaged in, the business of soliciting contributions for a charitable organization;
- manages, supervises, or trains any solicitor whether as an employee or otherwise; or
- uses a vending device or vending device decal for financial or other consideration that implies a solicitation of contributions or donations for any charitable organization or charitable purposes.
"Professional fund raiser" does not include:
- an individual acting in the individual's capacity as a bona fide officer, director, volunteer, or full-time employee of a charitable organization;
- an attorney, investment counselor, or banker who, in the conduct of that person's profession, advises a client regarding legal, investment, or financial advice; or
- a person who tangentially prepares materials, including a person who:
- makes copies;
- cuts or folds flyers; or
- creates a graphic design or other artwork without providing strategic or campaign-related input.
Utah Professional Fundraiser Registration
Agency: | Utah Department of Commerce - Division of Consumer Protection |
Initial Registration
Form: | |
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: |
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Required Attachments: |
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Registration Renewal
Form: | |
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. |
Amendment
Agency Fee: | $0 |
Due: | If any information contained in the application for a permit becomes incorrect or incomplete, the applicant or registrant shall, within 30 days after the information becomes incorrect or incomplete, correct the application or file the complete information required by the division. |
Individual Licenses
Utah Individual Nonprofit & Fundraising Licenses
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.