Commercial co-venturers should review Alabama's September 30, 2026 registration expiration, California's January 15, 2027 registration timing and January 30 annual report, and Massachusetts's February 28, 2027 annual financial report. Campaign-specific contracts, notices, registrations, and closeout filings may be due earlier.
This deadline guide is a planning aid for businesses that advertise that purchases will benefit charity. It is not a complete national calendar or legal advice. Confirm the classification, current forms, portal status, and exact due date for each campaign with qualified counsel and the relevant regulator.
The calendar below covers fixed dates confirmed on official regulator pages as of September 24, 2026. It does not include every event-driven filing.
Sources: Alabama Attorney General, California Attorney General, and Massachusetts Attorney General guidance. Reviewed September 24, 2026.
In Alabama, the Attorney General states that commercial co-venturer registrations expire on September 30 each year. The same page states that commercial co-venturers must file a closing statement within 90 days after the contract terminates.
In California, the Attorney General states that a commercial co-venturer subject to registration files Form CT-5CF before soliciting or before January 15 each year. The regulator's commercial coventurer guidance also states that Form CT-6CF annual financial reports are due January 30.
In Massachusetts, the Attorney General's Professional Fundraiser Guide explains annual and campaign filing requirements. Its annual financial report deadline is February 28 of the year following the reporting year.
A deadline is not the first step in the workflow. Teams need time for data reconciliation, charity verification, signatures, fees, portal access, and corrections. California notes on its page that processing may take 30 to 90 days, so filing and campaign planning should begin before the public launch or renewal date.
A commercial co-venturer is generally a for-profit business that advertises that buying or using its goods or services will benefit a charitable organization. The precise definition, exemption, and obligations vary by state.
Classification depends on the public message and transaction. Common examples include a percentage of eligible sales donated to a named charity, a fixed company donation per qualifying order, or a product promotion tied to a charitable benefit.
Customer-funded checkout donations can raise different questions. A platform, professional fundraiser, paid solicitor, charitable trustee, or other category may apply based on who solicits, receives, holds, controls, receipts, and sends the money.
Create a campaign diagram showing every party, message, and funds movement. Give counsel the donation formula, products, dates, jurisdictions, channels, nonprofit agreement, platform roles, and refund treatment.
Do not assume that federal tax-exempt status or nonprofit consent completes the company's state obligations. Registration, notices, contracts, disclosures, bonds, reports, and records can be separate requirements.
Build one calendar that combines fixed annual deadlines with campaign events. Assign an owner and backup for every filing, signature, payment, report, and regulator response.
California requires an annual financial report for each campaign conducted for each charity during the calendar year. Organize records by campaign and charity rather than trying to reconstruct them from a single general-ledger total in January.
Alabama's closing statement is event-driven, so a campaign ending during 2026 can create a deadline that does not appear in a simple annual renewal calendar. Track contract termination dates and calculate the 90-day window separately.
Massachusetts campaign documents can include registrations, contracts, solicitation notices, bonds, and closing materials depending on the role and activity. Confirm the current form and timing in the official guide before filing.
Keep evidence of submission and acceptance. A payment confirmation or draft form may not show that a filing was complete, accepted, or linked to the correct registration record.
Use a system of record with the jurisdiction, campaign, charity, filing type, reporting period, trigger, due date, owner, signers, fee, status, submission evidence, regulator response, and next renewal.
Set reminders far enough in advance to resolve missing data and signatures. A useful schedule may include 90-day, 60-day, 30-day, and seven-day checkpoints, adjusted to the regulator and internal review time.
Review the calendar whenever the company adds a charity, product, state, platform, donation formula, or campaign extension. A change that appears minor to marketing can alter a contract, notice, registration, or report.
Read Change's commercial co-venturer classification explainer and commercial co-venture compliance lifecycle for the decisions surrounding annual dates.
Change's commercial co-venturer solution helps teams manage registrations, campaign records, renewals, and reports. The company and its advisers remain responsible for the legal analysis and filing accuracy.
Reconcile at the level the filing requires. A summary payment to one nonprofit may combine several promotions, products, or periods that need separate reporting. Preserve the underlying transaction detail and the method used to calculate the report.
Confirm signer availability before holidays. Some forms may require corporate officers, nonprofit representatives, notarization, or multiple signatures. Build that routing into the calendar rather than sending a final form on the due date.
Review open regulator correspondence as part of renewal. A prior filing may be incomplete, deficient, or awaiting a response even when a new submission is ready. Assign one person to monitor the portal and shared compliance mailbox.
Check campaign end dates and remove expired promotional language. A page, product badge, or scheduled email that remains live after the agreement period can create a public representation that the company did not intend to continue.
At year-end, compare the legal entity names and registration numbers used in contracts, filings, payments, and internal systems. Small naming differences can delay matching and make records harder to retrieve.
After each filing cycle, record the actual preparation time, questions, and corrections. Use that evidence to move next year's internal deadline earlier and improve the campaign data captured at launch.
The California Attorney General says registration is required before soliciting or before January 15 each year, and Form CT-6CF annual financial reports are due January 30.
Alabama states that commercial co-venturer registrations expire September 30 each year. It also requires a closing statement within 90 days after contract termination.
The Massachusetts Attorney General guide states that the annual financial report is due February 28 of the year following the reporting year.
No. Campaign notices, contracts, initial registrations, amendments, closing statements, and other reports may be tied to launch, execution, termination, or another event.
No. Download the current form and instructions from the regulator before filing, and confirm the fee, signature, attachment, and portal requirements.
This article provides general information, not legal advice. Requirements can change, and counsel should confirm the facts and current law for each campaign.
