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How to use or fill out Form Professional Fund Raiser Interim Closing Statement CHAR037 New York State Department of Law (Of)
- Click ‘Get Form’ to open it in the editor.
- 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.
- 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.
- In Part C, provide statement information including contract period, campaign dates, and original filing ID. Make sure these dates align with your contract details.
- Part D requires certification from both representatives. Ensure signatures are accompanied by printed names, titles, and dates for validation.
- Complete Part E by specifying solicitation methods and types of contributions solicited. Check all applicable boxes for clarity.
- Finally, fill out Part F for financial reporting. Report all revenues and expenses accurately on an accrual basis.
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