Current through November 25, 2024
Section 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.Wis. Admin. Code Department of Financial Institutions DFI-CCS 11.075
Renumbered from DFI-Bkg 60.075 under s. 13.92(4) (b) 1, Stats., Register March 2020 No. 771; correction in (1) made under s. 13.92(4) (b) 6, Stats., Register March 2020 No. 771, eff. 4/1/2020