A commercial co-venture (CCV) is a partnership in which a business promotes its products or services by donating a portion of sales to a nonprofit. These campaigns let businesses support causes their customers care about while meeting applicable state registration and reporting requirements.
This guide walks you through getting started with Change, from onboarding and setting up your CCV agreement to managing state registrations and tracking compliance in your dashboard.
Creating an Account on Change
Firstly, sign up for an account via https://api.getchange.io/sign_up.
Next, you will need to confirm your email.
Go to your email inbox and click Verify now.
Register as a CCV
The next step is to register as a CCV. Click Continue →.
Select Fill out the onboarding questionnaire to provide details of your CCV campaign and to generate information for all required state registrations. Additionally, you will also be required to sign an engagement letter (sent separately via Docusign).
Once you have submitted the onboarding questionnaire and signed the engagement letter, you can keep track of all tasks and state registrations via "Your timeline" in the Compliance section of the dashboard.
After submitting your onboarding questionnaire, the next step is to "Add a payment method" for monthly fees on Change.
Note: For any questions, please reach out to your Customer Success Manager.