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Commercial Co-venturer (Cause Marketing)

Massachusetts state law mandates the submission of the following documents by Model A FSOs.

If an individual or business promotes an event or sale of goods or services, claiming that it will benefit a charitable purpose, and does so with the intention of making a profit or other commercial gain, they are considered a commercial co-venturer. In such cases, the commercial co-venturer is required to file the following documents:

  1. Registration Statement: Form 10
  2. $25,000 bond: Form 9
  3. Filing fee of $200, made payable to the Commonwealth of Massachusetts;
  4. A copy of each fundraising contract along with Form 10B to be filed with registration or within 10 days of signing and prior to the commencement of any co-venturing activity); and
  5. Form 11B Commercial Co-Venturer’s Annual Financial Report: This form is to be filed for each Form 10B filed, and covers the financial activity for a single calendar year. It is due by February 28 of the year following the reporting year.

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A free DocHub account is required to make a copy.

Commercial co-venturers should ensure that the charities for whom they are conducting campaigns are registered and in possession of a valid Certificate for Solicitation prior to commencing co-venturing activities. If the charity in question is not required to register with the AGO, then no Form 10B/contract/Form 11B is required for this campaign.

source: https://www.mass.gov/info-details/professional-fundraiser-guide