Recordkeeping and reporting compliance is an important strategy for effective advocacy. Proper recordkeeping can help your organization comply with filing obligations, obtain funding, inform strategic planning, and stay focused on your mission. Led by Natalie Roetzel Ossenfort, Program Director, Bolder Advocacy.

Participants will learn:

How to track your lobbying time and expenses so that your 501c3 organization stays within its lobbying limits;  How a 501c3 reports its lobbying to the IRS, such as on the Form 990 or Form 990-EZ;  How tracking and reporting varies depending on whether a charity measures its lobbying under the insubstantial part test or the 501(h) expenditure test; How to track time for your 501c3 and 501c4 organizations; How state and local law may require additional tracking and reporting; and  Various options for keeping track of lobbying activities and expenditures.  Who Should Attend? This webinar is targeted at Operations Staff and Executive Directors responsible for compliance with lobbying rules.

Name(s) of trainer(s): Natalie Roetzel Ossenfort, Program Director, Bolder Advocacy

Subject Area: Compliance