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FUNDING Strategy Nan Aron, President, Alliance for Justice Abby - PowerPoint PPT Presentation

Aug 29, 2022 •269 likes •402 views

ADVOCACY as a FUNDING Strategy Nan Aron, President, Alliance for Justice Abby Levine, Director, Bolder Advocacy March 31, 2017 Maximize advocacy by 501(c)(3)s (dont prohibit lobbying; encourage 501(h) election; encourage advocacy)

  1. ADVOCACY as a FUNDING Strategy Nan Aron, President, Alliance for Justice Abby Levine, Director, Bolder Advocacy March 31, 2017

  2.  Maximize advocacy by 501(c)(3)s (don’t prohibit lobbying; encourage 501(h) election; encourage advocacy)  Importance of 501(c)(4)s  Risk (IRS, state, public perception, lawyers, trustees)  Evaluation  Safety in numbers (get your colleagues involved)  Elements of a successful campaign

  3. Do YOU …?  Allow grant funds to be used for lobbying?  Provide multi-year funding?  Provide general operating support?  Hire staff and recruit board members with policy or advocacy experience?  Build grantees’ advocacy capacity?  Listen to the needs of grantees and communicate the foundation’s support for advocacy? Best Practices

  4. Public Nonpartisan Education Voter Ed. Influencing Organizing Corporations Nonpartisan PARTISAN POLITICAL Analysis Educating Executive Legislators Orders Regulatory LOBBYING Efforts Get to Know Litigation Legislators Research Training AVENUES OF ADVOCACY

  5. 501(c)(3) 501(c)(3) 501(c)(4) Private Foundation Public Foundation/ 501(c)(5) Charity 501(c)(6) Examples Tax-Exempt Tax-Exempt Tax Tax-Exempt Contributions Contributions Treatment tax-deductible tax-deductible EXTREMELY LIMITED LIMITED Lobbying UNLIMITED Prohibitive tax on Insubstantial Part or Activities foundation and 501(h) Expenditure managers Secondary Cannot support or Cannot support or activity Electoral oppose a candidate oppose a candidate Activities Must follow for public office for public office election law

  6. c3 public charity c4 Private foundation Cannot earmark, but may Expenditure make general support responsibility grant: must and specific project prohibit lobbying with grants funds Public foundation May earmark grant for Counts against foundation’s lobbying lobbying; it counts against foundation’s limit lobbying limit

  7. Where do you want to be on the RISK spectrum?

  8. Tips for EVALUATING advocacy and community organizing  Understand advocacy / community organizing  Measure incremental progress and capacity build  Value flexibility  Combine metrics and stories  Value collaboration  Set reasonable goals early

  9. bolderadvocacy.org/act

  10. Integrating movement building & advocacy Mainly Mainly Policy Power Policy, Power, Some Some Power Policy Policy & Power

  11. Critical components of successful ADVOCACY & MOVEMENT BUILDING efforts  Research (record, polling, focus groups, allies/opponents)  Communications  Legislative activity  Grassroots / grasstops organizing (coalition building)  Electoral

  12. For free coaching about laws impacting nonprofit advocacy: advocacy@afj.org 866.675.6229 For free tools, fact sheets, and publications www.bolderadvocacy.org @AFJBeBold BolderAdvocacy

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