What will you need to complete an online registration?

This checklist covers all the information you will need to provide to register an organization as a charity in New York State. Use it to make sure you have the items necessary to complete the application form.

alert icon Important! Your registration will be delayed if you do not provide all the information we need.

  • Email ID, phone number to create an account with the Office of the Attorney General.
  • EIN (Employer Identification Number) issued by the Internal Revenue Service.
  • If the organization has federal tax exemption, the organization’s tax status e.g. 501 (c) (3), 501 (c) (4), etc.
  • Previous New York State Registration number for amendments or re-registrations. If you are not sure whether your organization is already registered, you can look for it on the charities public registry.
  • Information about the organization’s Officers, Directors, Trustees, and Key Employees/Key Persons.

    Note: For organizations incorporated in New York State, you must provide at least 3. (This is not applicable to Trusts).
    • Name
    • Email
    • Mailing Address
  • Information about the Professional Fundraisers hired by the organization (if any) in connection with solicitation in New York State.
    • Name
    • Address
    • Contract Start Date
    • Contract End Date
  • Description about the organization’s charitable purposes (at least 100 words).
  • Two authorized officers’ signatures – completed forms will be sent to signatories via email. Valid email addresses are required in order to submit the form to the signers.
    • President or Authorized officer/Trustee
    • Chief Financial Officer or Treasurer

    Note: At least one signature is required for trusts

  • All pages of two mandatory documents – Documents should be in PDF format only. If you have these documents in other formats, convert them to PDF before uploading. View our instructions on how to convert a document to PDF.
    • Certificate of Incorporation or other organizing document
    • By Laws or other rules document

    Note: Each upload should be less than 4MB. If you have bigger file sizes, compress the document before uploading. View the instructions on how to compress document to PDF.

  • Registration fee payment – Online system accepts both credit card (all major credit cards, except American Express) and electronic checks.
Before registering, please acknowledge that you have read the requirements listed above regarding Charities Online Registration: