Massachusetts Charitable Registration Process — Explained
If your organization operates as a public charity in Massachusetts, registering with the state is a crucial step to ensure compliance with state laws. The registration protects donors, promotes accountability, and ensures that funds are used for their intended purposes. Additionally, it also helps you gain trust and credibility for your nonprofit organization, making it easier to attract donors, grant opportunities, and partnerships.
To help you complete the registration process, we’ll break down the Massachusetts Charitable Registration process, covering the requirements, documentation, and filing steps. We’ll also explain how Harbor Compliance makes the charitable registration process stress-free and simple for nonprofit organizations.
Massachusetts Charity Registration Requirements
Public charities operating in Massachusetts must register with the Non-Profits/Public Charities Division and file annual financial reports with the Attorney General’s Office (AGO). Once registered, you’ll receive an Attorney General Account Number (AG Number). If you plan to solicit donations, you must also obtain a Certificate for Solicitation before fundraising, which also requires annual renewal.
To register your charitable organization with the AGO, you need to gather the following information and documents for initial registration:
- Basic information about the charity, including the address, contact information, type of organization (e.g., nonprofit corporation), and IRS tax-exempt status
- Electronic copies (pdf, doc, docx) of the following attachments:
- Organization’s charter
- Articles of organization
- Agreement of association
- Instrument of trust or written statement of purpose (whichever applies)
- The list of the current officers/directors and their residential addresses
- Your organization’s bylaws
- The IRS letter of 501(c) status (if applicable)
Massachusetts Charitable Solicitation Registration Exemptions
The following categories of organizations are exempt from registering in Massachusetts:
- The American Red Cross
- Certain veterans organizations
- Some religious organizations exempt based on guidelines from the AGO
In most cases, fraternal organizations, such as police and fire associations or unions, are not classified as public charities and are not required to register or file annually.
However, there is an important exception. If a police or fire group’s fundraising appeal states that donations will support a charitable purpose—such as a scholarship fund or assistance to a department—the organization must register and file with the AGO.
How To Complete the Massachusetts Charitable Registration
Once you’ve completed the filing requirements and ensured you are eligible for Massachusetts charitable solicitation registration, you can file it using the below steps:
- Complete the Registration eForm.
- Attach supporting documents, including your articles of organization or trust instrument, bylaws, and an IRS Determination letter (if available).
- Once the AGO reviews your submission, they’ll send you an AG Number with an email response. Follow the instructions in the email to complete your registration and pay the necessary fees through the Charity Portal using your AG Number.
After your registration is finalized, the AGO will email you a Certificate of Solicitation (if requested). You will also receive an email from the AGO outlining the next steps, including whether you need to submit a Schedule A2 if it is the charity’s first fiscal year operating in Massachusetts and planning to solicit.
Note: You don’t need to sign into the Charity Portal account to complete the initial registration.
Massachusetts Charitable Registration Renewal
After your charitable organization completes its first year, you must file Form PC annually, including the appropriate IRS Form 990, the required filing fee based on annual revenue, and any necessary audit or review. These annual filings are due to the Division within four and a half months after the end of the charity’s fiscal year.
To complete the renewal process, follow these steps:
- Go to the Charity Portal and create an account.
- Sign in using your credentials.
- Click the Manage Form PC button.
- Enter your Attorney General Account Number or Employer Identification Number (EIN) in the search bar, then click Search Charity to view results.
- Select the correct charity from the dropdown menu and click Get Form-PC Filings.
- Scroll down to the Create a new Form PC section.
- Choose the fiscal year you want to file for using the dropdown menu. Only the past five years are available. Click Submit after selecting the year.
- Complete and submit the Form PC.
Why Self-Registering a Charity Can Be Challenging?
Registering a charitable organization in Massachusetts is a complex and time-consuming process that requires careful attention to detail. The challenges organizations face in this process include the following:
- Completing the correct forms for Massachusetts registration, especially as first-time filers
- Staying on top of annual renewal
- Keeping thorough and up-to-date records
- Meeting the AGO’s regulatory requirement with careful attention
- Managing multi-state registrations while handling different registration rules and filing requirements
Failing to comply with registration laws can have serious consequences, including fines, criminal penalties, and even the loss of tax-exempt status or solicitation rights. It can also erode trust with donors and grantmakers. Fortunately, a reliable service provider like Harbor Compliance can simplify the process, ensuring your organization stays in good standing while focusing on its mission.
Simplify Your Massachusetts Charitable Registration With Harbor Compliance
With extensive experience managing tens of thousands of registrations each year, Harbor Compliance has established itself as a leader in the industry.
Through our Charitable Registration Service, you can focus on fundraising efforts—whether through mail, phone, email, social media, or grant applications—while a team of experts ensures full compliance with state regulations.
Following the acquisition of Labyrinth, Inc[.](https://labyrinthinc.com/), the nation’s largest provider of charitable registration services, Harbor Compliance now handles over 60% of registrations for organizations fundraising in at least 38 states, offering unmatched expertise and efficiency.
With a dedicated registration specialist handling your filings, Harbor Compliance simplifies the entire process. We even offer a Power of Attorney option, allowing us to sign applications on your behalf for maximum convenience.
Beyond charitable registrations, our tailored solutions support professional fundraisers, fundraising consultants, and commercial co-ventures, ensuring all aspects of compliance are covered. Our comprehensive services also include:
- Registered Agent Service—We serve as your registered agent, managing all legal correspondence and delivering documents securely and promptly.
- Foreign Qualification Service—Planning to expand into a new state? We oversee the entire foreign qualification process, from obtaining certificates of good standing to securing final approvals.
- Tax Exemption Assistance—Our experts help your nonprofit obtain state tax exemptions, reducing administrative work and saving your organization valuable time and resources.
How To Order Our Charitable Registration Service
Looking to connect with our team for personalized guidance on your state’s charitable registration requirements? Here’s how you can get started:
- Visit our Charitable Registration Service page.
- Provide your details, including contact information, legal organization name, and business structure.
- Complete the form and click Submit to hear back from our experts.
Want to expand your knowledge on charitable registration and compliance? Download our free white papers:
Additional Services by Harbor Compliance
In addition to charitable registration, we provide a comprehensive range of services designed to help organizations fulfill their legal requirements and stay in good standing with the state. Explore the full list of our services in the table below:
Category | Services |
---|---|
Document filing and retrieval | Drop-off filing Articles of reinstatement Certificates of good standing Certificates of authority Certified copies |
Licensing support | General business licenses Industry-specific licenses, such as construction, engineering, and architecture |
Entity lifecycle management | Name reservation DBA registration Amendments Initial and annual reports |
Nonprofit formation | Incorporation 501(c) tax exemption |
Tax services | Payroll tax registration Sales and use tax registration Employer Identification Number (EIN) |
Beneficial ownership information (BOI) reporting | BOI reporting Records Manager |
Charity Registration in Massachusetts FAQs
Below, we’ve addressed common questions about registering a charitable organization in Massachusetts. For more information, visit our Information Center.
If your organization is a public charity that needs to register with the Non-Profit Organizations/Public Charities Division, you are still required to file a Form PC annually. When completing the form, you should indicate that your organization does not solicit funds. This means you won’t need to complete the Schedule A-2 section, and your organization will not receive a Certificate for Solicitation.
No, a foreign charitable corporation doesn’t need to file a Form PC for previous fiscal years unless specifically instructed by the AGO. It’s only required to file its first Form PC for the fiscal year in which it starts doing business in Massachusetts.
Registered charitable organizations that meet annual reporting requirements will receive a six-month extension automatically without the need to submit a written request.
Harbor Compliance—Your Path to Stress-Free Charity Registration
Charitable registration involves more than just completing forms—it requires meeting strict deadlines, dedicating substantial staff time, and managing financial costs. The process becomes even more challenging with ongoing filings, fluctuating fees, and ever-changing regulations that require constant attention.
Harbor Compliance eliminates the hassle of charitable registration, helping organizations save time and resources. Choose our Charitable Registration Service, and you can streamline the entire process and confidently fundraise in your state while staying focused on your mission.
With experienced specialists, tailored solutions, and efficient systems, we handle everything—from initial registrations and renewals to securing state tax exemptions—making compliance simple and stress-free.
Curious about your organization’s compliance status? Try our FREE Harbor Compliance Score™ to see if you meet essential state requirements. Additionally, you can reach out to inquire about our other services or schedule a demo to see our compliance software in action.
Interested in exploring charitable registration requirements and processes across the U.S.? Take a look at the table below:

- Jump To:
- Massachusetts Nonprofit & Fundraising Company Licenses
- Massachusetts Individual Nonprofit & Fundraising Licenses
Company Licenses
Massachusetts Nonprofit & Fundraising Company Licenses
Massachusetts Bingo License (Single Event)
Game Type: | Bingo |
Agency: | Massachusetts State Lottery Commission |
Massachusetts Bingo License (Weekly)
Game Type: | Bingo |
Agency: | Massachusetts State Lottery Commission |
Massachusetts Charitable Gift Annuity Registration
Not required
Charitable Gift Annuity licensure is not required on the State level in Massachusetts.
No filing is required, but charities need to meet certain conditions before issuing charitable gift annuities. Massachusetts statutes exempt educational, charitable, benevolent, and religious organizations from life insurance company regulation related to charitable gift annuities.
Law: | MA Gen. Law Chapter 175 § 118 |
Massachusetts Charity Registration
Agency: | Massachusetts Attorney General - Non-Profit Organizations/Public Charities Division |
Law: | Massachusetts General Laws Ch 12, §8e and 8f; Ch 68 §18 through 35 |
Foreign Qualification is Prerequisite: | No |
Registered Agent (Special Agency) Required? | No |
Automatic Exemption
Exemption Eligible Organizations: |
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Law: | |
Notes: | Fraternal groups, such as police and fire associations/unions, are generally not considered public charities and thus do not have to register and file annually with the Division, with the following important exception: if a fundraising appeal by a police or fire group states that a charitable purpose (for example: scholarship fund, or assistance to the police or fire department) will benefit in any way by the donations, then the group must register and file. |
Initial Registration
Instructions: |
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Filing Method: | |
Agency Fee: | $100 initial registration fee + either a $50 Schedule A-2 fee for organizations registering before their initial fiscal year end, or a fee based on gross support and revenue received during the preceding fiscal year for organizations that have already completed at least one fiscal year. The fee is calculated as follows:
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Turnaround: | 4-6 months |
Original Ink: | Not Required |
Notarization Required?: | Not Required |
Notes: |
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Before you Apply: | Domestic Applicants:
Foreign Applicants:
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How to Apply: | Domestic Applicants:
Foreign Applicants:
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Required Attachments: |
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Registration Renewal
Filing Method: | |
Agency Fee: | Depends on gross support and revenue for the preceding fiscal year:
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Due: |
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Due Date Extension: | Due dates are automatically extended for 6 months beyond the original due date if a charity is in compliance. |
Original Ink: | Not Required |
Notarization Required?: | Not Required |
Penalties: | There is a late fee of $25 per month. |
Required Attachments: |
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Contract Filing
Form: | Form 10B: Addendum to Registration Statement to be Filed by Commercial Co-venturers |
Filing Method: | Email to professionalfundraiser@mass.gov |
Agency Fee: | $0 |
Due: | Within 10 days of signing and prior to the commencement of any new co-venturing activity. |
Notes: | Every contract or agreement between a professional solicitor or a commercial co-venturer and a charitable organization must include:
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Reinstatement
Not required
Formal reinstatement is not required. Charities who wish to renew an expired registration should submit a separate renewal filing along with the required financials, attachments, and registration fee(s) for each year not registered. A charity is only required to submit the 4 most recent fiscal years of past-due renewals if they have been out of compliance for more than 4 years. The Attorney General is not currently assessing any late fees. Expired registrations are periodically audited and can eventually become penalized and assessed fees payable only by the officers of the organization.
Change of Fiscal Year
Filing Method: | |
Notes: | The fiscal year can be changed during the standard renewal process. Be sure to submit a cover letter and a copy of the organization's amended Articles of Incorporation with the annual filing. |
Cancelation
Filing Method: | Email to charities@mass.gov |
Agency Fee: | $0 |
Notes: | To close out your registration, submit a letter indicating the desire to withdraw and include the date Massachusetts solicitations will end. If soliciting took place in a partial fiscal year, submit a renewal for that year. |
Commercial co-venturer means any person who for profit or other commercial consideration, conducts, produces, promotes, underwrites, arranges or sponsors a performance, event, or sale to the public of a good or service which is advertised in conjunction with the name of any charitable organization or as benefiting to any extent any charitable purpose. Any such person who will benefit in good will only shall not be deemed a commercial co-venturer if the collection and distribution of the proceeds of the performance, event or sale are supervised and controlled by the benefiting charitable organization.
Massachusetts Commercial Co-Venturer Registration
Agency: | Massachusetts Attorney General - Non-Profit Organizations/Public Charities Division |
Law: | |
Bond Requirements: | $25,000 |
Initial Registration
Form: | Form 10: Registration Statement to be filed by Commercial Co-Venturers |
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $200 |
Bond Amount: | $25,000 |
Registration Renewal
Form: | Form 10: Registration Statement to be filed by Commercial Co-Venturers (Renewal) |
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $200 |
Due: | Annually by December 31. |
Bond Amount: | $25,000 |
Contract Filing
Form: | Form 10B: Addendum to Registration Statement to be Filed by Commercial Co-venturers |
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $0 |
Due: | Within 10 days of signing and prior to the commencement of any new co-venturing activity. |
Notes: | Every contract or agreement between a professional solicitor or a commercial co-venturer and a charitable organization must include:
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How to Apply: | The charity must be registered to solicit charitable contributions or otherwise exempt for the contract to be accepted. |
Contract Amendment
Agency Fee: | $0 |
Due: | An amendment filing should be made before the expiration date of a campaign in order to extend the campaign. |
Notes: | To report an extension of a campaign or another change to a campaign agreement, submit a cover letter describing the change and include a copy of the amended agreement. |
Financial Reporting
Form: | |
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $0 |
Due: | Annually by February 28 of the year following the reporting year. |
Original Ink: | Required |
Notarization Required?: | Required |
Notes: | Annual financial reports need to be filed for every campaign the co-venturer engages in. |
Professional fund-raising counsel means any person who is retained for a financial or other consideration by a charitable organization to plan, conduct, manage, carry on, advise or act as a consultant whether directly or indirectly in connection with the solicitation of contributions in this commonwealth for or on behalf of any charitable organization but who actually solicits no contributions and has neither custody nor control of contributions as part of such services. A bona fide salaried officer or regular, nontemporary employee of a charitable organization maintaining a permanent establishment within the commonwealth shall not be deemed to be a professional fund-raising counsel.
An individual or business retained by a charity to advise the charity on conducting of fundraising campaigns is considered a fundraising counsel. Fundraising counsels do not conduct solicitation themselves, nor do they ever have custody or control of contributed funds.
Massachusetts Fundraising Counsel Registration
Agency: | Massachusetts Attorney General - Non-Profit Organizations/Public Charities Division |
Law: |
Initial Registration
Form: | |
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $400 |
Notarization Required?: | Not Required |
Before you Apply: |
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Required Attachments: |
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Registration Renewal
Form: | |
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $400 |
Due: | Annually by December 31. |
Contract Filing
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $0 |
Due: | File a copy of each additional fundraising contract within 10 days of signing. |
Professional solicitor means any person who is retained for a financial or other consideration by a charitable organization to solicit in this commonwealth contributions for charitable purposes directly or in the form of payment for goods or services, whether such solicitation is done individually or through other persons under the direction of the professional solicitor. A person who otherwise is a professional fund-raising counsel shall be deemed a professional solicitor if at any time he has custody or control of contributions. A bona fide salaried officer or regular, nontemporary employee of a charitable organization maintaining a permanent establishment within the commonwealth shall not be deemed to be a professional solicitor. No attorney, investment counselor or banker who advises an individual corporation or association to make a charitable contribution shall be deemed, as the result of such advice, to be a professional fund-raising counsel or a professional solicitor.
Massachusetts Professional Solicitor Registration
Agency: | Massachusetts Attorney General - Non-Profit Organizations/Public Charities Division |
Law: | |
Bond Requirements: | $25,000 |
Initial Registration
Form: | |
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $1,000 |
Original Ink: | Not Required |
Notarization Required?: | Not Required |
Notes: |
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Before you Apply: |
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Required Attachments: |
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Bond Amount: | $25,000 |
Registration Renewal
Form: | |
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $1,000 |
Due: | Annually by December 31. |
Contract Filing
Form: | Form 10A: Addendum to Registration Statement to be Filed by Professional Solicitors |
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $0 |
Due: | Within 10 days of signing and prior to the commencement of any new solicitation contract. |
Financial Reporting
Form: | |
Filing Method: | Email to professionalfundraiser@mass.gov or file online. |
Agency Fee: | $0 |
Due: | Annually by February 28 of the year following the reporting year. |
Notarization Required?: | Required |
Notes: | Annual financial reports need to be filed for every charitable campaign the solicitor works on. |
Massachusetts Raffle and Casino Night Licenses
Not required
Charitable Gaming licensure is not required on the State level in Massachusetts.
Raffle and casino night permits are issued at the municipal level.
Individual Licenses
Massachusetts Individual Nonprofit & Fundraising Licenses
Massachusetts Individual Professional Fundraiser Registration
Not required
Professional Solicitor licensure is not required on the State level in Massachusetts.
Solicitors who are not employed by a professional fundraising firm but operate independently may be required to register. Employees of professional fundraising firms are generally not required to register as an individual solicitor in Massachusetts.
