Affiliate Administrative Manual

The purpose of this manual is to provide affiliate leaders with information they will find useful in leading and managing their respective organizations. The material is intended for practical use, and is as free of business jargon as we could make it. For example, the articles do not delve into the finer details of the U.S. tax law. The articles are intended to make you aware of the general tax law requirements and other issues you will likely face in your capacity as organization leader. 

The manual is not complete. In fact, it never will be. The manual is expected to be a continual work-in-progress. We will develop more articles in the coming months and add still further articles as you identify areas of interest or need. In addition, we will update the information contained in the manual as laws and practices change. 

We encourage you to take advantage of the manual. We also want to hear from you with suggestions for areas you would like to see added to the manual, and for ways in which the manual could be improved.

Management and Administration

• What is Association Professional Liability Insurance and Why Do You Need It?
• Affiliate Sales of ASCD Books
• Administration Best Practices: Organization Meeting Minutes
• Record Retention Policy

Finance and Tax Issues

• Remove the Mystery of Managing Affiliates' Investments
• Organization Structure Basics
• Does Your Affiliate Group Need a Financial Audit?
• Affiliate Tax Returns
• The Unrelated Business Income Tax and Your Affiliate

Legal

• Defining Political and Lobbying Activities
• Lobbying Activity Limitations