Wis. Admin. Code Department of Financial Institutions DFI-CCS 11.075 - Criteria relating to registration as a professional fund-raiser or a fund-raising counsel
(1) In determining whether a person is
required to register as a fund-raising counsel under s.
202.13, Stats., or a
professional fund-raiser under s.
202.14, Stats., the department
of financial institutions evaluates the obligations of the person to determine
whether the person's responsibilities are limited to preparing and sending
mailings for a registered charitable organization as distinguished from the
function of making a mailing under the person's own name.
(2) For the limited purpose of determining
whether a person is required to register as a professional fund-raiser under s.
202.14, Stats., a person does
not "solicit" in this state or employ, engage or provide, directly or
indirectly, another person to "solicit in this state" as those terms are used
in s. 202.11(7),
Stats., if all of the following apply:
(a)
The person mails requests for contributions.
(b) The contents of the mailing identify a
charitable organization as the person requesting the contributions.
(c) The contents of the mailing do not
include the name or contact information of the professional fund-raiser or the
fund-raising counsel.
Notes
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