Recordkeeping Best Practices: How Your 501(c)(3)'s Recordkeeping Can Enhance Your Advocacy Potential
Event Details
This free webinar is offered with support from the Elmina B. Sewall Foundation.
We are excited to host Bolder Advocacy for Recordkeeping Best Practices: How Your 501(c)(3)'s Recordkeeping Can Enhance Your Advocacy Potential.
Recordkeeping and reporting compliance is an important strategy for effective advocacy. Proper recordkeeping is essential to meeting your advocacy goals. It can help your organization comply with filing obligations, obtain funding, inform strategic planning, and stay focused on your mission.
Participants will learn:
- How to track your lobbying time and expenses so that your 501(c)(3) organization stays within its lobbying limits;
- How a 501(c)(3) 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 state and local law may require additional tracking and reporting; and
- Various options for keeping track of lobbying activities and expenditures.
This session complements the guide Keeping Track: A Guide to Recordkeeping for Advocacy Charities.
For More Information:
Cost + Registration
- Free to attend and all are welcome!
- Registration is required. Use the link below to receive access to the live event, which will be hosted via Zoom Webinars.
- This event will be recorded and made available to all registered attendees for a limited time.
Register Here via Partner Website
About the Presenter
Melissa Marichal Zayas serves as Bolder Advocacy Counsel at Alliance for Justice. In this role, she helps nonprofit organizations expand their capacity to pursue their policy goals by educating them on the state and federal rules governing advocacy and election-related activities.
Prior to joining AFJ, she served as an attorney at ChangeLab Solutions, where she worked with public health professionals, community organizations, and local government officials to address the social determinants of health through equity-centered law and policy change.
Melissa began her legal career working to advance housing security and equal access to safe and stable housing through policy advocacy, education, and direct representation of tenants, first as a legal fellow at New Haven Legal Assistance Association and later as a staff attorney at the Connecticut Fair Housing Center.
Melissa earned her J.D. from Yale Law School and her B.A. from Columbia University.
About Bolder Advocacy
Bolder Advocacy, a program of Alliance for Justice, empowers nonprofits and foundations to boldly advocate on behalf of their missions. Not only do we promote active engagement in democratic processes by building grassroots advocacy power, but we also safeguard the rights of nonprofits to advocate for the causes that matter most. We are your go-to source for training, tools, and resources to maximize your nonprofit's advocacy.