Source room · source atlas

CharitableSolicitationScope

Make Charitable Solicitation Registration & Renewal guidance traceable, current, and correction-ready.

CharitableSolicitationScope organizes the records, checks, exceptions, and qualified-human review required for Charitable Solicitation Registration & Renewal. Start with a bounded diagnostic; no result or licensed judgment is automated or guaranteed.

charitablesolicitationregistrationrenewal

Who this is for

A precise operating owner, not a generic audience.

Responsible buyer

Target buyer Attribute Beachhead ICP Organization U.S.

Cost of the gap

Painful problem A nonprofit that solicits online is required to register in ~40 states plus DC before soliciting residents there, and to renew annually — most renewals require the current Form 990 and updated financials.

Outcome

The outcome we sell "You are registered and in good standing in every state where you solicit, every renewal is filed on time, and you have audit-ready proof — handled for you." We do not sell a compliance tool the customer operates.

Decision rule

Proceed only when the source record, service boundary, responsible reviewer, and release criteria can be named before work begins.

Method

The work moves through visible states.

  1. ScopeService delivery workflow Client uploads document set + completes intake.
  2. CollectEngine extracts org facts and runs the gap scan (states exposed, ranked by enforcement risk + fee).
  3. NormalizeScope confirmed with client; project or subscription agreed.
  4. ValidateEngine drafts all required state packages; deterministic rules compute fees/dates and run completeness checks.
  5. ResolveSpecialist reviews exemption calls and each package; edge cases to attorney partner.
  6. ReviewClient officer e-signs; packages submitted via portals/mail; e-notary where required.
  7. ReleaseConfirmations captured; good-standing proof pack delivered.

Engagement

Buy the reviewed outcome, with boundaries written down.

Pricing evidence & proposed pricing Market anchors (Verified): Affinity independent $45/state; full-service ≈ $5,700 initial nationwide and $3,500–$5,400 renewal; mid-org all-in ≈ $10–15k/yr including state fees; state fees $0–$2,000 each. Offer Price (service; state fees pass-through at cost) Notes Registration Gap Scan (lead magnet / paid diagnostic) $0 free scan or $250 detailed exposure report (credited to first project) Captures the pain signal; converts to done-for-you. Initial registration — per state $75–$125 / state Undercuts full-service per-state economics; volume-tiered for 20–40 states.

Release package

  • The outcome we sell "You are registered and in good standing in every state where you solicit, every renewal is filed on time, and you have audit-ready proof
  • handled for you." We do not sell a compliance tool the customer operates.
  • We sell the finished, accepted registrations and a continuously green compliance status.
  • The customer uploads a document set once and answers a short intake; from then on the outcome is maintained.

Proof standard

Operating evidence: No verified cycle-time result is published yet. The first result will be calculated from accepted intake through qualified-human release.

Client evidence: No client identity or case narrative is published. A reference may appear only after written permission and factual review.

Volume evidence: No completed-client count is claimed. Counts will be published only after the delivery ledger and provider records reconcile.

Evidence room

Authority comes from traceable sources, not decorative claims.

Open the full canonical blueprint dossier

  • Council of NonprofitsSource identified in the canonical blueprint; verify currency before client reliance.
  • IRSSource identified in the canonical blueprint; verify currency before client reliance.
  • MorwebSource identified in the canonical blueprint; verify currency before client reliance.
  • Wolters KluwerSource identified in the canonical blueprint; verify currency before client reliance.
  • 501c3.orgSource identified in the canonical blueprint; verify currency before client reliance.
  • LegalClaritySource identified in the canonical blueprint; verify currency before client reliance.
  • Charity Lawyer BlogSource identified in the canonical blueprint; verify currency before client reliance.
  • Harbor ComplianceSource identified in the canonical blueprint; verify currency before client reliance.

Service boundary

Automation prepares. A qualified human releases.

CharitableSolicitationScope is an operational documentation and processing service operated by Your Deputy, Obuke LLC. It is not a law firm and does not provide legal, tax, medical, financial, or other licensed professional advice. Consumer and personal debt matters are not accepted. The client retains its licensed professionals and decision authority. Automation may organize and check records, but a qualified human must review and release every client deliverable.

  • Unsupported facts remain unresolved, never inferred into a client deliverable.
  • Jurisdiction-specific or licensed questions are routed to the client's professional.
  • Every correction retains the source, reviewer, version, and reason for change.

Questions

Know the limits before intake.

Is this legal or professional advice?

No. This is bounded operational documentation and processing support. Licensed judgment remains with the client and its professionals.

Does automation make the final decision?

No. It can organize records, run declared checks, and prepare an exception queue. A qualified human reviews and releases every deliverable.

Is a client portal or CRM already active?

This public site does not claim an active portal integration. Portal access is provisioned only after the relevant backend is configured and independently verified.

What happens when evidence conflicts?

The item is placed in an exception state with its sources and owner. It is not silently resolved or presented as verified.

Fit diagnostic

Send enough context to scope the next conversation—no sensitive files.

Do not submit protected health information, personal financial data, credentials, or confidential client records through this public page.