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AO 367 (Rev. 6/11)SOLICITATION / OFFER / ACCEPTANCESECTION A 1. Solicitation No.2. Date Issued097719003106/08/20184. Issued By:3. Award No.5. Address Offer To (if other than Item 4):Thomas Holder United

How to fill out solicitation and disclosure statement

How to fill out solicitation and disclosure statement

1. To fill out a solicitation and disclosure statement, follow these steps:
2. Start by stating the purpose of the solicitation and disclosure statement.
3. Provide detailed information about the organization or individual making the solicitation.
4. Include a clear description of the goods, services, or benefits offered in exchange for the solicited funds.
5. Specify the intended use of the solicited funds and how they will be allocated.
6. Include any relevant financial information, such as the organization's financial statements or budget.
7. Clearly state any potential conflicts of interest that may arise as a result of the solicitation.
8. Provide contact information for the person or organization responsible for the solicitation.
9. Include a statement regarding the tax deductibility of the solicited funds, if applicable.
10. Sign and date the solicitation and disclosure statement to indicate its validity and acceptance.
11. Make copies of the completed statement for record-keeping purposes.

Who needs solicitation and disclosure statement?

1. Solicitation and disclosure statements are needed by organizations or individuals who are soliciting funds or donations from the public.
2. This includes non-profit organizations, charities, political campaigns, and any other entity that seeks financial support from individuals or businesses.
3. These statements are important for transparency and to provide potential donors with information about how their funds will be used and any potential conflicts of interest.
4. Regulatory bodies and authorities may also require certain organizations to submit solicitation and disclosure statements as part of their compliance obligations.

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What is solicitation and disclosure statement?

A solicitation and disclosure statement is a document that organizations must file to provide transparency regarding their solicitation efforts and to disclose any potential conflicts of interest. It ensures that the public and regulatory bodies are informed about how funds are being raised and used.

Who is required to file solicitation and disclosure statement?

Typically, non-profit organizations, charities, and entities that solicit donations or public funds are required to file a solicitation and disclosure statement. The specific requirements can vary by jurisdiction.

How to fill out solicitation and disclosure statement?

To fill out a solicitation and disclosure statement, organizations must gather necessary information about their fundraising efforts, financial status, and disclose any potential conflicts of interest, then complete the required forms following the guidelines provided by the regulatory body overseeing the filing.

What is the purpose of solicitation and disclosure statement?

The purpose of the solicitation and disclosure statement is to promote transparency and accountability in fundraising activities, ensuring that donors are informed about how their contributions will be used and to mitigate any potential conflicts of interest.

What information must be reported on solicitation and disclosure statement?

Information that must be reported typically includes the organization's name, purpose, financial statements, details on fundraising activities, any compensation for solicitors, and disclosures of any conflicts of interest.