Compliance Basics for First-Time Candidates

Open a bank account, designate a treasurer, and track contributions correctly—checklists by phase.

Before You Launch

• Pick a campaign name consistent across bank, website, and filings.
• Designate a treasurer and set up read-only access for advisors.

Banking & Records

• Open a separate campaign bank account; no commingling.
• Use contribution forms that capture name, address, employer, occupation.
• Issue receipts automatically; log every deposit within 48 hours.

Reporting

• Know your filing schedule; put due dates on a shared calendar.
• Reconcile bank and CRM weekly.

Prohibited Sources

• Check your jurisdiction for corporate, lobbyist, or cash limits.

Data Retention

• Store digital copies of checks and receipts; backup monthly.

Get Help

If you can, work with a compliance pro; if not, keep processes minimal and consistent.