NONPROFIT ADVOCACY

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INITIAL INCORPORATION

Filing with Secretary of State

Explore Public Charity, Mutual Benefit or Social Welfare Organization Status

Coordinated Lawful Relationships Between Affiliated Organizations.

Pros and Cons of Private Foundations

CORPORATE DOCUMENTS

Design, Write and Amend

Articles of Incorporation

Bylaws for Your Needs

Apply for Taxpayer ID (EIN)

Select Registered Agent

APPLICATION FOR IRS DETERMINATION LETTERS

§ 501(c)(3) Public Charities and Private Foundations

§ 501(c)(4) and Other Tax Exempt Organizations

Strategies to Meet Public Support Tests

PREPARATION OF IRS FORMS AND OTHER REPORTS

Preparation of Annual and One-Time Reports

Unrelated Business Income

Federal Form 900, 999, 990-PF

Lobbying expenditures

Oregon CT-12

CORPORATE RECORDKEEPING

Organizational Meeting

Minutes, Minute Book

Resolutions

ELECTION LAW ISSUES

Guidance on Expenditures and Reporting for Grass Roots campaigns, Lobbying and Voter Education Projects

Formation and Reporting for Federal "527" Organizations and State and Federal Political Action Committees

EFFECTIVE MANAGEMENT

Board of Director Training

Fundraising Advice

Personnel Polices and Other Compliance Matters

DONOR ADVICE

Advice on Tax Laws and IRS Regulations Applicable to Valuations of Donations of Cash or Appreciated Property

Develop Gifting Strategies to Meet Donor Needs