Module 1 Resources
Lesson 1
- Module 1 Toolkit: Cultivating a Culture of Compliance
- Cultivating a Culture of Compliance Introduction - Part 1 slide deck
- Compliance and Political Activity Terms Defined
Lesson 2
- WHY Cultivate a Culture of Compliance? - Part 2 slide deck
- Strategies for Creating and Operating 501(c)(3)s, 501(c)(4)s and Political Organizations
- Key Compliance Questions to Bring Back to Your Organization
Lesson 3
- Access & Develop Multi-Entity Expertise to do Bold Work Safely - Part 3 slide deck
- Multi-Entity Core Concepts, Legal Frameworks & Political Activities Overview
Lesson 4
Lesson 5
Module 2 Resources
Lesson 1
Lesson 2
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The WHY & IF: The Power of Developing a Multi-Entity Strategy - Slide Deck
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Power of the Membership: How to Engage Your Members for Endorsements
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The Rules of the Game: A Guide to Election Related Activities for 501(c)(3) Organizations
Lesson 3
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WHERE, WHAT & HOW to Engage Legally in Elections - Slide Deck
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Partisan Electoral Activity Primer: 501c4s, Traditional Federal PACs and SuperPACS
Lesson 4
Module 3 Resources
Lesson 1
Lesson 2
Lesson 3
Lesson 4
Lesson 5
Lesson 6
Lesson 7
Module 4 Resources
Lesson 1
- Module 4 Toolkit: Conduct Compliant Multi-Entity Financial Management
- Part 1: Introduction - Conducting Compliant Multi-Entity Financial Management Slide Deck
Supplemental resources
- Quickbook Readiness: Getting Your Finance Systems Ready
- Sustainability & Financial Management when Operating Multiple Entities
- Future Planning: Understanding & Setting up Processes for Sustainable Financial Planning
- End of Year Annual Audit and Closeout: End of Year Finances for Organizations with Multiple Entities - Video
- End of Year Annual Audit and Closeout: End of Year Finances for Organizations with Multiple Entities - Slide Deck
Lesson 2
Supplemental resources & templates
- Sample c3 Budget Planning Document
- Sample c3 Budget Workbook
- Sample Election Budget Worksheet
- C4 Budgeting and Forecasting Workbook Template
Lesson 3
Supplemental resources & templates
- Sample c3 Budget Planning Document
- Sample c3 Budget Workbook
- Sample Election Budget Worksheet
- C4 Budgeting and Forecasting Workbook Template
Lesson 4
Supplemental resources & templates
- End of Year Financial Close, Audit, Tax Preparation Workbook
- End of Year Annual Audit and Closeout: End of Year Finances for Organizations with Multiple Entities - Video
- End of Year Annual Audit and Closeout: End of Year Finances for Organizations with Multiple Entities - Slide Deck
Module 5 Resources
Lesson 1
- Module 5, Part 1 Slide Deck
- Values Based HR - Video
- Values Based HR - Slide Deck
- Values Based HR - Key Questions & Tips
- The Rules of the Game: A Guide to Election Related Activities for 501(c)(3) Organizations.
- Practical Guidance - NONPROFIT VOTER ASSISTANCE
- Practical Guidance: Nonprofit Voter Assistance Series
- Social Media Guide for C3 & C4
Lesson 2
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Minimizing Pitfalls: HR-related Liabilities to Look Out for - Video
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Minimizing Pitfalls: HR-related Liabilities to Look Out for - Slide Deck
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Minimizing Pitfalls: HR-related Liabilities to Look Out for - Tips
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Election Year Guide to Recruiting, Hiring and Setting Your Team Up for Success - Video
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Election Year Guide to Recruiting, Hiring and Setting Your Team Up for Success - Slide Deck
Lesson 3
Lesson 4
Lesson 5