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             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    a  charitable 
organization in Oklahoma     pursuant   to the     provisions   of the   Act.  Please consult the  act   carefully. 

REGISTRATIONPROCEDURE                        

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    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. (Required  by Title    18, Section   552.3-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.

REGISTRATIONINFORMATION                         

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.  



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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  exemptthat   are   
from   the   requirement   to   register   with   the   Secretary   of  .  Be  Stateadvised   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.   



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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) 



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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  



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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) 



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                   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) 



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                 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) 






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