Gain the tools needed to implement a successful lobbying and electoral program.
Public charities often believe they cannot engage in any lobbying or electoral activities. However, though the IRS has strict rules about what 501(c)(3) organizations can and cannot do, such organizations can engage in a number of activities to advocate for policy positions and influence stakeholders and elected officials on important issues. This material will provide background knowledge; and the tools nonprofits need to implement a successful lobbying and electoral program, including an in-depth discussion of IRS guidance on these topics. You will learn the dos and don'ts of lobbying and political activities for nonprofit organizations and how to implement a successful compliance program to maximize your impact.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Introduction
Overview of Lobbying and Political Activity Rules for 501(C)(3) Organizations
- Comparison of Lobbying and Political Activity Rules
- Affiliated Organizations and Shared Services
501(C)(3) Lobbying Rules
- Overview
- Public Charities and Foundations
- No Substantial Part Test vs. 501(H) Expenditure Test
- Lobbying Definitions
- Direct vs. Grassroots Lobbying
- Exemptions
Lobbying Compliance
- Form 990 Reporting
- Registration and Reporting
- Timekeeping and Expenditure Tracking
501(C)(3) Political Campaign Activities
- Overview
- Impermissible Activities
- Permitted Activities
- Nonpartisan Voter Education Activities
- Interacting With Candidates
- Candidate Forums
Questions and Answers
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on January 26, 2022.
Call 1-866-352-9540 for further credit information.
- AK CLE 1.0
- Alaska attorneys may receive 1.0 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.0
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.0 hours credit.
- Arizona CLE 1.0
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.0
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- RI CLE 1.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit.
- VT CLE 1.0
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Lindsay M. Nathan
Venable LLP
- Partner in the New York - Rockefeller Center office of Venable LLP
- Ranked in 2021 Edition of Legal 500: Tax - Not-for-Profit (nonprofit and tax-exempt organizations)
- Provides advice, guidance, and oversight to political groups and nonprofit organizations on all aspects of federal, state, and local political law, with specific experience in campaign finance, lobbying disclosure, and government ethics and gift rules
- Former chief in-house counsel for the nation’s largest gun violence prevention organization, Everytown for Gun Safety
- Previously held senior positions in the office of the governor of New York State, including special counsel to the secretary, staff secretary, and assistant counsel
- Direct experience working in the public sector, for nonprofit organizations, and political campaigns
- Can be contacted at 212-218-2137 or [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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