Leaders of social impact organizations are increasingly seeking innovative approaches to your work, and those new approaches often come with increased risks and more complex compliance requirements. I can help ensure the compliance requirements are identified and managed, so that you can focus on fulfilling your mission.

Combining my understanding of nonprofit compliance, my ability to translate complex regulations into easy-to-understand resources, and my desire to support mission-driven organizations, I'm excited to help you expand your impact with new tools and approaches. I excel at navigating multi-entity scenarios including 501(c)(3)s, 501(c)(4)s and political organizations, and love working with groups getting started with 501(c)(4) grantmaking. 

My extensive experience in the nonprofit sector ensures I'm mindful in developing solutions that complement your organizational structure, workflow and operational culture. You can focus on the issues you care about, while I work with your team to assess compliance operations needs, identify solutions and expertly craft your processes and procedures. 

Just a few of the ways I can help take you from ideas to implementation include:

• Analyze organizational systems and identify gaps and compliance operations needs.

• Support leaders managing multiple entities – such as 501(c)(3), 501(c)(4) and/or political organizations – to organize, manage and maintain separation between and among them.

• Translate compliance requirements into easy-to-use resources like fact sheets and custom training modules.

• Develop and implement internal processes for time tracking, supporting ballot measure activities, state/local lobbying, political activities, interacting with government officials etc.

• Liaise with inside/outside legal counsel to operationalize compliance requirements.

• Set up tracking systems to manage program activities, lobbying, grantmaking, travel and business expenses across different entities.

• Create learning pathways for staff and provide training on 501(c)(3)/501(c)(4) compliance and related issues.

• Design organizational compliance management plans including staffing  and workflow recommendations.

• Reimagine job descriptions to fully and accurately capture staff work for multiple affiliated entities.