Charitable Organization  Registration in Oklahoma 
                                    Information & Instructions                            

Oklahoma Secretary of State, 421  N.W. 13th, Suite 210, Oklahoma City, OK 73103 
Telephone (405)-522-2520 

The Oklahoma Solicitation   of Charitable Contributions          Act,  Title 18,     Section 552.1a  of   the Oklahoma         
Statutes applies   to any charitable    organization which     shall solicit   or accept  contributions   from  any person in 
Oklahoma by any means, except those specifically exempt under Section 552.4. (See                     reverse side  of this    
instruction sheet.) This information is   intended to        assist with the         REGISTRATION            of   charitablea  
organization in Oklahoma     pursuant   to the     provisions   of the Act.  Please consult the    act   carefully. 

REGISTRATION PROCEDURE 

PREPARE andSUBMIT to the Secretary   of State: 

1.	 One (1)         original of the fully completed         registration statement      , executed by signature, without
    more,   ofthe person     or persons        signing the form, in   which case    the signature  or signatures   shall 
    constitute the affirmation of             the signatory, under  penalty  of perjury,    that the signature  is that   
    person’s act and deed   or the act and deed of   the organization,               and that the  facts states therein  are 
    true.

2.	        If the   solicitation     is to be conducted   in whole     or in part by professional  fundraisers, one (1) 
    “Professional FundRaiser                Information”     Attachment, Form 101A.

3.	 For  the initial   registration         of a newly  formed   charitable    organization,     a copy of a letter from  the
    Internal Revenue Service,               or other evidence,   showing  that such   organization    is exempt from
    federal income taxation; or, for             a charitable  organization that has not    applied   for federal income 
    tax exemption        with   the Internal     Revenue    Service or is not required   toapply   for federal income tax
    exemption,        evidence   showing         that said charitable   organization      is  organized     in any state   or
    jurisdiction      as a n ot-for-profit      entity. (Required  by Title  18, Section552.3-A8)            
                                                                                                                
4.	 One  (1) complete        list  of  the  name,  mailing  address  and  title  or  position of  each  officer,  each
    director,  and  each        trustee,  and/or  equivalent,  and  each  salaried  executive  employeeof  the
    charitable  organization.

5.	 A  check  or  money  order  in  the  amount  of  $65.00 made             payable  to  the  Oklahoma  Secretary  of
    State      must  be  attached  if  anticipated  contributions  exceed  $10,000.00, or            $15.00    if  anticipated
    contributions  do  not  exceed  $10,000.00.

6.	 When filing   is completed,   a statement   of receipt          and certificate   will   be mailed   to you.

REGISTRATION INFORMATION 

REGISTRATION  RENEWAL: A registration  is  valid  for  a period of                        one  (1) year   from  the  date of  
filing  with  the  Secretary of  State  and    MUST  be renewed  annually.  A renewal  registration  statement  may  
be submitted in the same manner  as the organization’s  initial registration  on or  before the anniversary  of  
its  registration.  

REGISTRATION  UPDATES:  If  a  charitable  organization  that  is  registered  with  the  Secretary  of                        State 
to  solicit  contributions  in  this  state  changes  its  name  or  the  mailing  address  of  its  principal  office,        or  plans  to 
engage  in  the  solicitation  of  contributions  using  a  name  that  is  not  listed  on its  registration  form,  then it  
shall,  prior  to  soliciting  any  funds  in  this  state  using  any  such  name,  file  with  the  Secretary  of  State     a 
statement  executed  by  an  authorized  officer  of  the  organization setting  forth  any  new  name  and mailing 
address  along  with  a  fee  of  Twenty-five  Dollars  ($25.00).  

PLEASE  NOTE:    Title  18, O.S.,  Section  552.4  pertains  to  persons  and organizations  that  are exempt 
from  the  requirement  to  register  with  the  Secretary  of  State.  Be  advised  that  this  office CANNOT 
make  the  determination  as  to  whether  a  person  or  organization conforms  to  one  of  the  exemptions                  listed. 
That  decision  is  the  responsibility  of  the  organization.  

                   Title  18, O.S.  Section  552.4.   Persons  and  organizations  exempt 

        Except  as  otherwise  specifically  provided in  the  Oklahoma  Solicitation  of  Charitable  Contributions  
Act,  the  provisions  of  Sections  552.3, of  this  title  shall  not  apply  to  the  following  persons:  

(1)     Organizations  incorporated  for  religious  purposes  and  actually  engaged  in  bona  fide  religious 
programs, and  other  organizations  directly  operated,  supervised,  or  controlled by  a  religious  organization;  
(2)     Educational  institutions  that  have  a  faculty,  regularly  enrolled  students  and offer  courses  of              study 
leading  to  the  granting  of  recognized  degrees  when  solicitations  of  contributions  are  primarily  confined              to 
its  student  body a  nd their  families,  alumni, faculty  and trustees  and any  501(c)(3)  organization authorized 
by  and having  an  established  identity  with  such  institutions;  
(3)      Fraternal   organizations,  when   soliciting   from   their   own   members,   and   patriotic   and  civic 
organizations, when  solicitation  of contributions  is  confined  to the  membership  of  said  organizations,                and 
the  solicitation  is  managed  by  their  own  membership  without  paid  solicitors;  and  
(4)     Persons  soliciting  contributions  for  a  named  individual  person,  when  such  individual  person  is  
specified  by  name  at  the  time  of  solicitation,  the  purpose  for  such  contribution  is  clearly  stated,  and        if  the 
gross  contributions  collected,  without  any  deductions  whatsoever  for  the  benefit  of  the  solicitor  or  any  other  
person, be  deposited directly  to an  account  in  the  name  of  the  beneficiary  established  for  that  purpose           at  a 
licensed  local bank, and if  such  contributions  are  used  for  the  direct  benefit of  the  named  individual             person 
as  beneficiary.  

FILING  FEE: 

INITIAL/RENEWAL  ­ 
                     $65.00  for contributions  exceeding $10,000.00  
                     $15.00  for contributions  that do  not  exceed  $10,000.00  

UPDATE/AMENDED  - $25.00  

PRINT  CLEARLY  

Registration Statement of Charitable Organization 
         Initial Registration                                   Renewal                        Update 

OklahomaOklahomaSecretarySecretaryof State,of State421, 2300N.W.N.13th,LincolnSuite Blvd.,210, OklahomaRoom 101,City,OklahomaOK  73103City, OK 73105-4897 
Telephone: Telephone:(405)-522-2520(405)-522-2520 

1. The legal  name  of the charitable organization:

2. Any  trade  name(s)  the  charitable  organization uses,  any  other  name the  organization may  be  identified  or
   known as,  and  any  distinctive  names  the  organization uses  for  the  purposes  of  solicitation  of  contributions:

3. The  mailing  address of  the  charitable organization:

   Street                                                                           City                             State                     Zip  Code  

4. The period(s) of time  during which such solicitation  is  to  be conducted:

5. An  identification  of  the specific  method  or  methods  of  solicitation  utilized  by  the  charitable o  rganization
and  its  agents:  

         personal  contact                                      direct  mail                   telephone  

         television                                             radio                          other  

6. Solicitation will be  conducted  by the  following  for or on behalf of  the charitable organization:

         Professional Fundraisers  
         Employees or volunteers  of the charitable organization 
         and/or Others  

                                                                       Page 1 of 4   
                                                                                                                                               (SOS FORM 101-01/13) 

7.    The  purposes  for  which  the contributions solicited  orcac epted  are  to be used:

8.        The  name  and mailing  address  of each  professional  fundraiser  or  professional solicitor  that  will  have
custody  of  the  contributions:  

Name                              Address                             City                  State            Zip  Code  

9.        Each person associated     with a professional fundraiser, professional solicitor     ORcharitable organization
that  is  directly  responsible for  the  payment and  distribution u of f nds collected: 

Name                              Address                             City                  State            Zip  Code  

10.       The name  and   mailing  address  of each  professional fundraising counsel utilized  by  the charitable
organization:  

Name                              Address                             City                  State            Zip  Code  

11.       For  charitable  organizations  that  register  for  the first  time,  a statement  whether or not the charitable
organization  believed   contributions   for   the  first  year   of  registration   will   exceed   Ten   Thousand  Dollars  
($10,000.00)  

                    Yes                   No 

                                  REQUIRED  FINANCIAL  INFORMATION  

12.   The  gross  amount of the contributions, gifts,  grants  and other similar  amounts received  by  the  charitable
organization:  

13.   The  total Program  Se    rvice  Expenses  of the charitable  organization:

14.   The  total Management  and  General  Expenses  of the charitable  orgaization:

                                                           Page  2 of 4  

15.	 The total Fundraising Expenses of  the  charitable organization:

16.  The aggregate amount paid, or payable, to professional fundraisers and professional fundraising counsel:

                                          REQUIRED ATTACHMENTS  

17.	 If  the solicitation  is  to  be conducted in  whole or in  part  by  professional fundraisers,  you  must complete 
     and attach  Form  101A, the Professional Fundraiser information page, to the Registration Statement.

18.	 F  or the initial registration    of a newly formed charitable organization, a copy of  a letter from the    Internal
     Revenue   Service,   or other     evidence, showing the that such organization   is exempt     from federal  income
     taxation; or, for a   charitable  organization that has not applied  for federal income tax    exemption  with the
     Internal Revenue     Service or is not required to apply for federal income tax  exemption,     evidence showing 
     that said charitable organization is organized in any state or jurisdiction  as a not-for-profit entity.
                                                                                         
19.	 The  name  and  mailing  address  of  each  officer,  director,  trustee,  and/or  equivalent, and  each  salaried
     executive employee of the charitable organization.

                                                         Page 3 of 4   

                                                                                                     (SOS FORM    101-01/13) 

                   EXECUTION  AND  ACKNOWLEDGMENT  

Any  registration  form  required  to  be  filed  under  this  section  shall  be  executed  by  signature, without  more,   of  the 
person  or  persons  signing  the  form.  

     I,  the  undersigned,  under  penalty  of  perjury,  have  caused  this  registration  to  be  executed  this  day  of  
     ,  ;  and  that  the  contents  of  the  application are  true  and  complete.  

                                                  Signature  

                                           Type  or  Print  Name  

                                                  Title  

                                                  Page 4 of 4   

                                                                                                 (SOS FORM          101-01/13) 

                 CHARITABLE  ORGANIZATION  REGISTRATION 
                                        ATTACHMENT          
                         Professional  Fund  Raiser  Information 

       (Complete one (1) form for each  professional  fund raiser.        Form may be duplicated.) 

a.	 Legal  name of the Professional Fundraiser: 

b.	 Street & P.O. Box address 

c.	 Location of  offices  used  by  them on behalf  of  your organization 

d.	 Simple  statement of services provided 

e.	 Describe  the  basis  of  payment  or  other  consideration payable  to  each  professional  fundraiser  and  the 
    nature of the  arrangements between the  charitable organization and  each professional  fundraiser. 

f.	 Specific  amount, formula  or  percentage  of  compensation,  or  property  of  any  kind or  value  to  be  paid or 
    provided to  each professional  fundraiser: 

j.	 If payment is  based on a percentage, the amount of  compensation as  a percentage of: 

    (1) 	 Total contributions received: 

    (2)  Net  amount of the total contributions received:

    (total  contributions received,  less expenses  of solicitation  other than  amounts  payable to  any  professional 

    fundraiser)

                                                                                      (SOS FORM    101A-01/13) 

                              Oklahoma Secretary of State 
                              Request to receive 
                              documents electronically 

No need to wait on your filed documents to be mailed back to you.  If you would like your filed 
documents returned electronically, please complete and attach this form to your documents. 
Complete ALL information below to receive an email which will contain a link to retrieve your 
filed documents.  (Please print or type clearly.) 

Return filed documents electronically 

Receipt will read as follows: 

PERSONAL or BUSINESS NAME: 

MAILING ADDRESS: 

CITY, STATE & ZIP CODE: 

PHONE OR CELL: 

EMAIL ADDRESS:                ______________________________________ 

(It is critical that the email address is correct, or you may not receive the notification of filing)