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Emails and solicitations

  • 1.  Emails and solicitations

    Posted 08-20-2020 07:50 PM

    We're not sending any sort of mail or emails that might be construed as a solicitation to a couple of states.  I'm not aware of the reason, but it has to do with state registration.


    However, we have emails in our system but no address information for the constituent.  If they opt-in to our emails, would we still need to exclude them from our fundraising emails?


    Has anyone required either a state or zip code when signing up for emails?




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  • 2.  RE: Emails and solicitations

    Posted 08-20-2020 08:24 PM
    Scott, even if an individual opts in to receive email, you still cannot send them a solicitation if their State requires registration - and you are not registered in that State.

    I hear your concern about potentially not knowing where a few contacts reside.  However, I do not think that permits you to send a solicitation.  Given the very high fines some states impose for soliciting without registration, I would proceed with caution and task my researchers with attempting to locate some of these individuals.  Some vendors will match your email addresses with mailing addresses.


    John Taylor

    Big ideas; small keyboard

  • 3.  RE: Emails and solicitations

    Posted 08-21-2020 10:25 AM
    Generally speaking, you may not send fundraising emails to someone in a state if it requires registration and you haven't registered. Whether it makes sense to spend time and money on figuring out locations for these emails through research or appends is an internal cost-benefit calculation. These days, national registration, often through a vendor, is the best practice for organizations not otherwise exempt from registering. 

    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151

    Schedule a 30-minute consultation now:

  • 4.  RE: Emails and solicitations

    Posted 08-21-2020 11:34 AM

    Thanks, John.


  • 5.  RE: Emails and solicitations

    Posted 08-25-2020 07:46 AM
    Is anyone using a vendor at this time?  If so, do you have recommendations?
    Thank you.

    Corie Pryor
    Coordinator of Advancement Services
    Truman State University

  • 6.  RE: Emails and solicitations

    Posted 08-25-2020 09:07 AM
    For national registration my clients and I have always been very satisfied with Perlman & Perlman.

    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151

    Schedule a 30-minute consultation now:

  • 7.  RE: Emails and solicitations

    Posted 08-26-2020 11:22 AM
    Labyrinth is one of the other  most commonly used vendors. I've worked with them very happily at several institutions. It's worth doing an RFP to the 2-3 most commonly used vendors.

    I think Copelwitz Kantor (sp?) is one of the other main providers. 

    And there's some company with Harbor or Harbour in their name, I believe. It's been a while since I shopped around.

    Good luck,

  • 8.  RE: Emails and solicitations

    Posted 08-26-2020 11:30 AM
    For state registration help I used Perlman+Perlman at NC State.

    John H. Taylor
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987

  • 9.  RE: Emails and solicitations

    Posted 30 days ago
    We currently do all of our state registrations in-house, state-by-state.  

    Can someone give me a rough ballpark of what it costs to work with a vendor for national registration?

    Thank you!

  • 10.  RE: Emails and solicitations

    Posted 30 days ago
    Hi Gwen,

    it really depends on 2 things:

    1) How many states you need to register in
    2) Which vendor you select

    When I did an RFP 5+ years ago, the price range was substantial depending on the vendor.

    There's the cost of the services, which can range from $2K-$8K, and then the cost of filings, which you're already paying. You really have to do the RFP to get a feel for the expenses.

    I find it tremendously worthwhile to outsource, because they get it 100% right and it frees up so much time on the team to do more valuable and high-touch/complex work that requires institutional knowledge.

    Good luck,

  • 11.  RE: Emails and solicitations

    Posted 08-24-2020 02:56 PM

    We are a relatively small shop, but we ask for zip code and only add people to the solicitable list if they provide one and qualify (we are only registered in a handful of states).  This means we also have to monitor our address changes for those people if we have a mailing address, and remove them from the solicitable list if they move away from one of those states.  It's all done manually and only manageable because our email list is fairly small. 


    Karen Warr, MPA, GPC
    Director of Development Operations

    Desk:  503-617-3821

    Internal:  x2356

    Cell:  503-869-8290


    Pronouns: she/her/hers