Fundamentals of Chapter Management - Appendix 3

Chapter Finances - Increasing Fiscal Responsibility

  1. Chapter Officer Checklist

  2. Chapter Officer Action Items

  3. Potential Policies

  4. Explanation of Chapter Account Statement

  5. Summary of Annual Returns 

  6. Sample Group Exemption Form 

  7. Sample W9 Form

  8. Chapter Lobbying Estimate Form and Worksheet 

  9. IRS Rules Relating to Political Activities of Certain Tax-Exempt Organizations
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