The Advocacy Check-Up: Nonprofit Self-Assessment is designed to help your 501(c)(3) public charity assess its overall compliance with federal and state advocacy-related tracking and reporting requirements and to identify opportunities for you to build your organization’s advocacy capacity. The goal is to ensure that your nonprofit is aware of the opportunities for advocacy allowed by the tax and election laws that govern lobbying and election-related activity by tax-exempt organizations.
Through this self-assessment, we hope to help you identify opportunities to enhance your organization’s advocacy activities and raise potential issues about compliance with the tax, lobby, election, and other laws that govern your work. This assessment is limited in scope. It is meant to provide guidance and suggestions to your organization on how to amplify its advocacy. It is not meant as a complete organization-wide evaluation, nor does it serve as legal advice or as a replacement for a formal financial or compliance systems audit.