# Advocacy Check Up (Rebroadcast)

Page: https://stenobird.com/podcast/rules-of-the-game-the-bolder-advocacy-podcast-744868/advocacy-check-up-rebroadcast
Text version: https://stenobird.com/podcast/rules-of-the-game-the-bolder-advocacy-podcast-744868/advocacy-check-up-rebroadcast.md
Podcast: [Rules of the Game: The Bolder Advocacy Podcast](https://stenobird.com/podcast/rules-of-the-game-the-bolder-advocacy-podcast-744868)
Published: 2025-08-06T11:00:00+00:00
Episode link: https://rulesofthegame.libsyn.com/advocacy-check-up-rebroadcast
Audio file: https://traffic.libsyn.com/secure/rulesofthegame/Advocacy_Check_Up_Rebroadcast.mp3?dest-id=2280527
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JSON: https://stenobird.com/v1/public/podcasts/rules-of-the-game-the-bolder-advocacy-podcast-744868/episodes/advocacy-check-up-rebroadcast
Duration seconds: 1836

## Resource

This is a special rebroadcast of an episode from earlier this year on a self assessment tool that our nonprofit listeners should know about because of the continued and on-going threats of politically motivated investigations and attacks on the sector. We'll be back in two weeks with a brand new episode. * * * For those who caught our most recent podcast on Nonprofit New Year's Resolutions – Resolution #2 was to conduct an Advocacy Check Up. In this episode, we're deeper into how to do that. We released new Nonprofit Self-Assessment tool, designed to help nonprofit organizations assess your overall compliance with federal and state advocacy-related tracking and reporting requirements, and to identify opportunities to build your organization's advocacy capacity. Attorneys for this Episode Quyen Tu Sarah Efthymiou Susan Finkle Sourlis ü Governance & Administration: Strengthen your nonprofit's compliance and operational efficiency · Having legal and accounting support from professionals with knowledge of nonprofits can help safeguard against unnecessary risk and prevent costly errors · The IRS recommends, and some states require, that certain organizational policies are maintained, such as document retention & destruction and conflict of interest policies. · Most states have registration and reporting requirements when nonprofits solicit funds from their state's residents. Nonprofits should regularly review their fundraising activities (including online) to determine whether they need to register. ü Funding Sources: Once your legal house is in order, we suggest that you look at your funding sources. · The type of funder will help determine what type of funds you are dealing with, e.g., general support vs. project specific grants, single-year vs multi-year grants. · Determ…

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## Transcript

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