Form Professional Fund Raiser Interim Closing Statement CHAR037 New York State Department of Law (Of 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part A, where you will enter the name and NYS PFR ID# of the contracting professional fund raiser. Ensure accuracy as this information is crucial for identification.
3. Move to Part B to identify the contracting charitable organization. Fill in the organization's name and NYS CHARITY ID#, following the same attention to detail.
4. In Part C, provide statement information including contract period, campaign dates, and original filing ID. Make sure these dates align with your contract details.
5. Part D requires certification from both representatives. Ensure signatures are accompanied by printed names, titles, and dates for validation.
6. Complete Part E by specifying solicitation methods and types of contributions solicited. Check all applicable boxes for clarity.
7. Finally, fill out Part F for financial reporting. Report all revenues and expenses accurately on an accrual basis.

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