Keeping Track: A guide to Recordkeeping for Advocacy Charities

This Alliance for Justice (AFJ) resource is designed to help public charities comply with federal tax law by tracking their lobbying activities. The guide includes sample forms, and describes multiple options for tracking staff time, overhead expenses, and direct costs.

Investing in Change: A Funder's Guide to Supporting Advocacy

This Alliance for Justice guide for foundations explains the various roles they can play in the advocacy process. Investing in Change can serve as an in-depth guide to navigating the tax code surrounding support of public charities, or a quick reference guide to answer a specific question.

Public Policy Engagement Continuum

The Public Policy Engagement Continuum is a useful chart with accompanying definitions that shows a full range of possible advocacy activities for community foundations.