MODEL DISCLOSURE STATEMENTS FOR CHARITIES

This document contains the minimum required disclosure language and includes your organization’s name and address for your convenience. The information contained in this document does not meet the specific needs of every organization. The bold, underlined, and capitalized text is formatted according to state requirements. Use of this template should not be construed as legal counsel or substitute the advice of an attorney. This document may require further customization including, but not limited to, the following circumstances:

1) Future statutory changes to state disclosure requirements, that is, if states change or remove the current required language or information required to be disclosed, or states not listed herein begin to require charitable solicitation disclosure statements.

2) If your organization engages the services of a professional fundraiser or a fundraising consultant; uses a call center to make phone solicitations; uses an external mail-handling facility, including mail drop boxes, or the address thereof; or any solicitation methods that otherwise would trigger an additional, separate, or different disclosure statement.

3) Upon the advice, guidance, or counsel of an attorney or legal counsel, who has reviewed the needs of your specific organization, and deemed it necessary to provide additional disclosure statements consistent with applicable law(s).

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