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

• Build Operational Capacity through Systems  - Part 4 slide deck
• Capacity Building Defined

Lesson 5

• Build Operational Capacity through Resources - Part 5 slide deck
• Should I hire a compliance firm?

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Module 2 Resources

Lesson 1

• Smart Power-Building Strategies & Structures - Slide Deck

• The Connection

• Glossary of Key Campaign Finance Terms

 Lesson 2

• The WHY & IF: The Power of Developing a Multi-Entity Strategy - Slide Deck 

• Chart of Permissible Activities c3/c4

• Base Power Learning Library

• The Base Power Learning Series

• Power of the Membership: How to Engage Your Members for Endorsements

• Endorsement planning worksheet

• The Rules of the Game: A Guide to Election Related Activities for 501(c)(3) Organizations

Lesson 3

• WHERE, WHAT & HOW to Engage Legally in Elections - Slide Deck

• State Election Law Practical Guides

• Partisan Electoral Activity Primer: 501c4s, Traditional Federal PACs and SuperPACS

• Social Media Guide for C3 & C4

Lesson 4

• HOW to Build Power with People & Resources - Slide Deck

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Module 3 Resources

Lesson 1

• Part 1: Introduction - Building Operational Capacity to Execute Strategy Slide Deck

• The Alphabet Soup of Compliance 

• Compliance Defined

• Compliance Further Defined Tips and Questions 

 Lesson 2

• Part 2: Getting Buy-In for Systems Slide Deck

 Lesson 3

• Political Activity Reporting 101: Key Concepts & Terms Slide Deck

• Tracking Political Activity Webinar

• Pre-campaign Checklist

• A Sample Political Tracker

• Summary of Political Filing Tips

• Campaign Filing Deadline Calendar Tracker - 2024 example

• Political Activity Tracker

Lesson 4

• Part 4: Revenue Tracking for Fundraising Slide Deck

• NLA and TCS Resource Sharing Agreement

• Bolder Advocacy’s Sample C3/C4 Resource Sharing Agreement and Cost Allocation

• Income Cover Page Template

Lesson 5

• Part 5: Staff Time Tracking Slide Deck

• Record Keeping - Timekeeping

• Sample IE Reporting Tracker Template

• Simple Multi-Entity Timesheet

• Timesheet Template - Year Round Use

• Timesheet Tracking Tool  

Lesson 6

• Part 6: Expenditure Reporting Slide Deck

• Reimbursement Tracker Template

• C4 Check/Expense Request Template

• C4 Credit Card Expense Form

Lesson 7

• Part 7: Communications Systems & Processes Slide Deck
• Political Time & Product Tracker by Candidate Sample
 

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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

• Part 2: Reading Financial Reports slide deck

Supplemental resources & templates

• Sample c3 Budget Planning Document
• Sample c3 Budget Workbook
• Sample Election Budget Worksheet
• C4 Budgeting and Forecasting Workbook Template

Lesson 3 

• Part 3: Trusting Financial Reports to Make Decisions slide deck

 Supplemental resources & templates

• Sample c3 Budget Planning Document
• Sample c3 Budget Workbook
• Sample Election Budget Worksheet
• C4 Budgeting and Forecasting Workbook Template

Lesson 4

• Part 4: Making Financial Decisions with Confidence slide deck

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

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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

• Module 5, Part 2 Slide Deck

• Minimizing Pitfalls: HR-related Liabilities to Look Out for - Video

• Minimizing Pitfalls: HR-related Liabilities to Look Out for - Slide Deck

• Minimizing Pitfalls: HR-related Liabilities to Look Out for - Tips

• Election Year Guide to Recruiting, Hiring and Setting Your Team Up for Success - Video

• Election Year Guide to Recruiting, Hiring and Setting Your Team Up for Success - Slide Deck

Lesson 3

• Module 5, Part 3 Slide Deck 

Lesson 4

• Module 5, Part 4 Slide Deck

Lesson 5

• Module 5, Part 4 Slide Deck

• When Activists Become Employers (AZ focused) - Video

• When Activists Become Employers (AZ focused) - Slide Deck

• Performance Management and Critical Conversations - Video

• Performance Management and Critical Conversations - Slide Deck

• Performance Management and Critical Conversations - Key Questions & Tips

• Performance Management and Critical Conversations - Template

• Annual Compensation Planning in Nonprofits - Video

• Annual Compensation Planning in Nonprofits - Slide Deck

• Annual Compensation Planning in Nonprofits - Key Questions & Tips

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