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Solicitation Notice - Ohio

Solicitation Notice Form. This is a Ohio form and can be used in Business Services Attorney General Office Statewide .
 Fillable pdf Last Modified 10/23/2008
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Charitable Law Section 150 E. Gay St., 23rd Fl. Columbus, OH 43215 Telephone: (614) 466-3180 Facsimile: (614) 466-9788 www.ag.state.oh.us FOR OFFICIAL USE PS # _________________________ REG. # _______________________ CAMPAIGN #___________________ CAMPAIGN DATES______________ CONTRACT DATES _____________ ESTIMATED %__________________ FIXED %_______________________ SOLICITATION NOTICE For Charitable Solicitation in the State of Ohio (Section 1716.07, Ohio Revised Code) This notice is to be completed by every professional solicitor prior to commencement of any solicitation of contributions on behalf of a charitable organization. (Failure to complete all items may delay solicitations of contributions in the State of Ohio.) The professional solicitor must obtain the written and signed consent from every charitable organization on whose behalf the professional solicitor will be soliciting contributions or whose name may be mentioned during the solicitation. 1. ________________________________________________________________________ (Full name of professional solicitor) (EIN #) (Ohio Registration No.) (Renewals only) _______________________________________________________________________ (Name(s) under which business will be conducted in Ohio) 2. 2. (a) If a d/b/a (doing business as) name is used, please attach copies of the Secretary of State filing(s) or other record(s) reflecting registration of this d/b/a. 3. ________________________________________________________________________ (Address of principal place of business) ________________________________________________________________________ (City) (State) (Zip) (Telephone No.) ________________________________________________________________________ (E-mail address) (Web address) American LegalNet, Inc. www.FormsWorkflow.com 4. Provide the name, address, telephone number, EIN, and Ohio registration number for the charitable organization on whose behalf the professional solicitor is acting or soliciting contributions, or whose name may be mentioned during the solicitation. Attach a list and a copy of the consent statement from any other charitable organization whose name may be mentioned during the solicitation campaign. ________________________________________________________________________ (Name of Charitable Organization) ________________________________________________________________________ (EIN No.) (Ohio Registration No.) ________________________________________________________________________ (Address) (State) (Zip) (Telephone No.) 5. Will the professional solicitor be using a d/b/a of the charity in the course of the solicitation campaign ? Yes No 5. (a) If yes, list the d/b/a name(s) of the charity that will be used in the course of the solicitation campaign. _______________________________________________________________________ 5. (b) If yes, please attach copies of the Secretary of State filing(s) or other record(s) reflecting registration of this d/b/a. 6. 7. Will the professional solicitor at any time have custody of any contributions? Yes No Provide the name(s), address(es), and telephone number(s) of the person(s) employed by the professional solicitor that will have final responsibility for the custody of contributions received by the professional solicitor: Name Address Telephone No. ________________________________________________________________________ ________________________________________________________________________ 8. Please indicate the projected dates when the solicitation will commence and terminate: ________________________________________________________________________ -2American LegalNet, Inc. www.FormsWorkflow.com 9. Please check each of the applicable fund-raising methods to be used in the solicitation or services to be provided to the charitable organization. telephone solicitation coupon sales mail solicitation advertising sales door-to-door solicitation other item(s) sold_____________ consulting special events________________ planning show or performance__________ managing solicitors other (explain) providing promotional material providing accounting services Internet Solicitation _______________________________________________ (List URL) 10. Provide the address and the telephone number from where the solicitation will be conducted: Address Telephone No. ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ 11. Provide the name and residence address of each person responsible for directing and supervising the conduct of the solicitation campaign: Name Address ________________________________________________________________________ ________________________________________________________________________ 12. Summary of Contract Terms 12. (a) State the percentage of the gross revenue from the solicitation campaign that the charity will receive, as set forth in the attached contract: _________% 12. (b) The percentage shown above is a (check one) : Fixed percentage of the gross revenue. Reasonable estimate of the percentage of gross revenue. (If the percentage is estimated, the charity must be guaranteed a percentage of the gross revenue that is not less than 90% of the amount of the reasonable estimate of that percentage.) -3American LegalNet, Inc. www.FormsWorkflow.com 12. (c) Term of contract: From ____________________ to ________________________. (Date) (Date) 12. (d) If the Professional Solicitor will at any time have custody of contributions, list the contract provisions that describe how the contributions will be handled by the Professional Solicitor. [Please refer to R.C.ยง 1716.07(F).] Contract Provision Page ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ -4American LegalNet, Inc. www.FormsWorkflow.com CONSENT STATEMENT To be completed by an authorized representative of the charitable organization on whose behalf the professional solicitor will be soliciting contributions or whose name may be mentioned during the solicitation. I,____________________________________, being first duly sworn state that I am (Name) the ____________________________of ________________________________
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