Turmoil at the IRS, Congressional investigations, and competing “reform” proposals all focus on the political activities of nonprofit organizations, but what are the practical implications of this increased scrutiny to your organization?
In just 90 minutes, you'll get the expert guidance you need to ensure ongoing success in a wide range of activities, including nonpartisan public policy issue advocacy, lobbying and grassroots efforts, member involvement, political communications and campaign activities.
Order the recording to listen in as our speakers explain best practices for 501(c)(3) organizations to continue their communications and public outreach programs without running afoul of IRS limitations on lobbying activities and prohibitions against political activities.
We’ll also explore the differing interpretations of the “primary purpose” test and the extent to which it limits/enables the political activities of Section 501(c)(4), (c)(5), and (c)(6) organizations
What You Will Learn:
Reserve your space now to take the guesswork out of issue advocacy for your organization and learn:
- What are the common issues and special challenges that nonprofits now face as a result heightened scrutiny by the IRS, Congress and the media
- Which education, issue advocacy, lobbying and political activities a non-profit organization can engage in, depending on its tax status
- Learn the rules of the game in structuring your communications and other activities to make sure your voice is heard whether your organization is a 501(c)(3),(4), (5) or (6) organization
- How 501(c)(3) organizations can help establish a related organization under a different tax exemption to engage in substantial lobbying and participate in political activities
- How to structure your activities and remain compliant with IRS, LDA, and FEC requirements and avoid reporting pitfalls that may unnecessarily invite IRS, GAO, or FEC audits and media scrutiny
- Recent state efforts to regulate political activities and increase donor disclosure
Who Will Benefit?
This program offers essential guidance for every nonprofit or association engaged in public issue advocacy, lobbying, and political activities.
- Executive directors, CFOs and COOs at nonprofit organizations
- Lobbying firms, including law firms with lobbying arms that work for nonprofits
- Government relations/lobbying personnel at nonprofit organizations
- Coalitions whose members include foundations, charities or other nonprofit organizations
Meet Your Training Team
Laura Kalick, BDO USA, LLP: Ms. Kalick is the National Nonprofit Tax Consulting Director at BDO. She has over 35 years of experience in both private and government practice at organizations including the IRS National Office and the US Senate. Laura has advised a diverse group of complex exempt organizations including trade associations, charities, colleges and universities, hospitals, foundations and social welfare organizations on various tax issues and best practices.
Jeff Altman, Whiteford Taylor & Preston LLP: Mr. Altman has broad experience in the world of nonprofit organizations, including trade associations, foundations, professional societies and political organizations. His primary areas of skill include governance, tax, lobbying, government ethics, campaign finance compliance, risk management/insurance, executive employment contracts, non-dues revenue and affinity programs. In addition to providing business and legal counsel, Jeff serves as director and officer to a number of nonprofit organizations.
Get all the right answers to protect yourself and accomplish your political and government affairs agenda. This is an interactive session so please come prepared with questions!
CAE Credits: Live webinar attendees are eligible for 1.5 CAE credit hours. Association TRENDS is a CAE Approved Provider. This program meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. We will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.whatiscae.org