Use the Registry of Charities and Fundraisers’ Online Filing Service for Platforms to:
- Apply for registration as a charitable fundraising platform using Form PL-1
- Renew registration as a charitable fundraising platform using Form PL-2
- File notifications from platform charities using Form PL-3
- File annual fundraising reports from charitable fundraising platforms or platform charities using Form PL-4
A user account with the Online Filing Service for Platforms is required.
Form PL-1 Instructions and Frequently Asked Questions
Form PL-1 is the initial registration form for charitable fundraising platforms. It is filled out, paid for, and filed through the Registry’s Online Filing Service for Platforms.
- Form PL-1 Questions: the questions on Form PL-1 can only be answered through the Online Filing Service for Platforms. It will be rejected if Form PL-1 is not submitted through the Online Filing Service for Platforms. Answer questions completely, including providing narrative answers and PDF attachments when applicable. Narrative answers must include all information required by a question. Do not incorporate by reference information or documents via hyperlink, which are deemed incomplete answers. The Online Filing Service for Platforms saves answers prior to filing, so that the form does not need to be filled out in one session.
- Form PL-1 Definitions: the form uses defined terms, which have the meaning reflected in the definitions.
- Privacy Notice: this privacy notice applies to the form.
- Signature: Electronically sign the form under penalty of perjury when prompted.
- Registration fee: a $625 fee must be paid. Payment is made via credit card (an additional payment processing fee applies) or checking account (ACH), after answering the questions and signing the form, and before filing the form through the Online Filing Service for Platforms.
Form PL-2 Instructions and Frequently Asked Questions
Form PL-2 is the renewal of registration form for charitable fundraising platforms. It is filled out, paid for, and filed through the Registry’s Online Filing Service for Platforms.
- Form PL-2 Questions: the questions on Form PL-2 can only be answered through the Online Filing Service for Platforms. It will be rejected if Form PL-2 is not submitted through the Online Filing Service for Platforms. The Online Filing Service for Platforms will not prompt a question when not applicable for a registrant. Answer questions completely, including providing narrative answers and PDF attachments when applicable. Narrative answers must include all information required by a question. Do not incorporate by reference information or documents via hyperlink, which are deemed incomplete answers. The Online Filing Service for Platforms saves answers prior to filing, so that the form does not need to be filled out in one session.
- Form PL-2 Definitions: the form uses defined terms, which have the meaning reflected in the definitions.
- Privacy Notice: this privacy notice applies to the form.
- Signature: Electronically sign the form under penalty of perjury when prompted.
- Registration renewal fee: a $625 fee must be paid. Payment is made via credit card (an additional payment processing fee applies) or checking account (ACH), after answering the questions and signing the form, and before filing the form through the Online Filing Service for Platforms.
Form PL-3 Instructions and Frequently Asked Questions
Form PL-3 is for platform charities to notify the Attorney General of a partnership entered into with a charitable fundraising platform to facilitate solicitations on that platform. It is filled out and filed through the Registry’s Online Filing Service for Platforms.
- Form PL-3 Questions: the questions on Form PL-3 can only be answered through the Online Filing Service for Platforms. It will be rejected if Form PL-3 is not submitted through the Online Filing Service for Platforms. Answer questions completely, including narrative answers. Narrative answers must include all information required by a question. Do not incorporate by reference information or documents via hyperlink, which are deemed incomplete answers. The Online Filing Service for Platforms saves answers prior to filing, so that the form does not need to be filled out in one session.
- Form PL-3 Definitions: the form uses defined terms, which have the meaning reflected in the definitions.
- Privacy Notice: this privacy notice applies to the form.
- Signature: Electronically sign the form under penalty of perjury when prompted.
Form PL-4 Instructions and Frequently Asked Questions
Form PL-4 is for charitable fundraising platforms or platform charities to annually report on their fundraising activities. It is filled out and filed through the Registry’s Online Filing Service for Platforms.
- Form PL-4 Questions: the questions on Form PL-4 can only be answered through the Online Filing Service for Platforms. It will be rejected if Form PL-4 is not submitted through the Online Filing Service for Platforms. The Online Filing Service for Platforms will not prompt a question when not applicable for a registrant. Answer questions completely, including narrative answers and attachments when applicable. Narrative answers must include all information required by a question. Do not incorporate by reference information or documents via hyperlink, which are deemed incomplete answers. For questions that request dollar amounts, report only whole dollars, round down amounts, and do not use symbols (e.g., $100.99 should be reported as 100). Attachments are required for questions that request PDF copies of disclosures (Part C questions 11 to 13), and questions that request data on donations for charities in a comma separated values (CSV) file (Part C questions 15, 17, 19, and Part D question 5). The CSV files must comply with the instructions and formatting in the questions and Form PL-4 Attachments 1 to 4 listed below. When using Attachments 1 to 4, do not modify them but for providing the requested data and saving them as CSV files. The Online Filing Service for Platforms saves answers prior to filing, so that the form does not need to be filled out in one session.
- Form PL-4 Attachment 1: use this Excel template to submit an answer for Part C question 15, when applicable. Submit as a CSV file.
- Form PL-4 Attachment 2: use this Excel template to submit an answer for Part C question 17, when applicable. Submit as a CSV file.
- Form PL-4 Attachment 3: use this Excel template to submit an answer for Part C question 19, when applicable. Submit as a CSV file.
- Form PL-4 Attachment 4: use this Excel template to submit an answer for Part D question 5, when applicable. Submit as a CSV file.
- Form PL-4 Definitions: the form uses defined terms, which have the meaning reflected in the definitions.
- Privacy Notice: this privacy notice applies to the form.
- Signature: Electronically sign the form under penalty of perjury when prompted.
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Page Last Updated: November 4, 2025
