F oundation Suppor t for L obbying and Othe r Advoc ac y - - PowerPoint PPT Presentation

▶

Jul 02, 2023 266 likes •607 views

INVE ST ING IN CHANGE : F oundation Suppor t for L obbying and Othe r Advoc ac y WEBINAR | PART 1 December 1, 2016 501(c )(4) 501(c )(3) 501(c )(3) soc ial we lfar e Public c har ity Pr ivate foundation E xample s ta x-e

SLIDE 1

INVE ST ING IN CHANGE :

F

undation Suppor

t for L

bbying

and Othe r Advoc ac y

WEBINAR | PART 1 December 1, 2016

SLIDE 2

Ca nno t suppo rt o r

ppo se a c a ndida te

fo r o ffic e

501(c )(3) Public c har ity 501(c )(4) soc ial we lfar e

E xample s T ax T r e atme nt L

bbying

Ac tivitie s E le c tor al Ac tivitie s

501(c )(3) Pr ivate foundation ta x-e xe mpt se c o nda ry a c tivity c a nno t suppo rt o r

ppo se a c a ndida te

fo r o ffic e limite d

unlimite d

Pro hib itive ly ta xe d ta x-e xe mpt c o ntrib utio ns ta x- de duc tib le

c o ntrib utio ns ta x-de duc tib le

ta x-e xe mpt

SLIDE 3

W hat is ADVOCACY?

SLIDE 4

SLIDE 5

SLIDE 6

SLIDE 7

IPA’s work in public policy is guided by these basic principles:

Education of policymakers about the nature and importance of the nonprofit and philanthropic sectors. The Indiana Philanthropy Alliance will build an informed and supportive community of policy makers through regular dialogue, education, information and advocacy, and will work with others in the nonprofit and philanthropic sector to advance this goal. Effective management and governance of foundations and corporate giving programs. The Indiana Philanthropy Alliance supports public policies that promote effective management of charitable resources and supports values of transparency and ethical conduct, responsible philanthropy and corporate giving, and reasonable access to information. The Indiana Philanthropy Alliance encourages voluntary efforts of self-regulation within the sector and supports appropriate external enforcement agencies for nonprofit compliance and oversight. Necessity of an advocacy role for the nonprofit community. Advocacy, within certain constraints, is legal for nonprofit organizations and conducive to an informed, healthy and strong democratic society. The Indiana Philanthropy Alliance supports the advocacy rights of nonprofits and believes that nonprofits can and should participate in public policy dialogue that affects their

rganizations, communities and the people they serve. The Indiana Philanthropy Alliance supports public

policy efforts that safeguard and enhance these advocacy rights.

SLIDE 8

SLIDE 9

W hy ADVOCACY?

SLIDE 10

The question is not “Should we do advocacy?” but “Can we afford not to?”

SLIDE 11

Raise AW ARENESS

SLIDE 12

PROTECT funding

SLIDE 13

Get to know POLI CYMAKERS

SLIDE 14

EDUCATE Policymakers

SLIDE 15

Foster DI SCUSSI ON

SLIDE 16

DEMAND Change

SLIDE 17

EDUCATE and EMPOW ER Grantees

SLIDE 18

Systemic CHANGE

OR

SLIDE 19

Policy HAPPENS

SLIDE 20

COALI TI ONS provide cover

SLIDE 21

Wha t c a n I do ? Wha t sho uld I do ?

SLIDE 22

Supporting ADVOCACY

SLIDE 23

Capacity Assessm ent Uses

✓ Common Understanding ✓ Identify Organizational S

trengths/ Gaps

✓ Build S

trong Organizations

✓ Know Role to Play ✓ S

eek or Provide S upport

✓ When and How to Partner ✓ Include in Evaluation

SLIDE 24

Advocacy Capacity Tool Sections

SLIDE 25

ACT! 1 8 Capacities ( I ndicators)

I Advocacy Goals, Plans & Strategies 1.Preparation 2.Agenda 3.Plans, Strategies & Adaptability II Conducting Advocacy

4. Research & Analysis
5. Field Operation
6. Advocacy Partners &

Coalitions

7. Messaging
8. Media Relations
9. Influencing Decision-Makers

III Advocacy Avenues

10. Administrative
11. Legislative
12. Ballot Measures,

Referenda & Initiatives

13. Electoral
14. Litigation

IV Organizational Operations to Sustain Advocacy

15. Organizational Commitment 16. Funding Advocacy 17. Decision-Making Structure & Process 18. Fiscal Management & Sustainability

SLIDE 26

Advocacy Capacity Tool

SLIDE 27

✓ Get Common Understanding of Advocacy, Community

Organizing Early

✓ Measure Incremental Progress ✓ Value Flexibility/ Adaptability ✓ Combine Metrics and S

tories (S ee Benchmarks)

✓ Value Partnering: Contribution not Attribution ✓ Measure Capacity Built

Principles for Evaluating Advocacy

SLIDE 28

Supporting ADVOCACY

SLIDE 29

HOW CAN FOUNDATIONS SUPPORT ADVOCACY?

Ge ne r al Suppor t Gr ants funding g ra nte e s tha t a dvo c a te thro ug h g e ne ra l suppo rt Spe c ific Pr

je c t Gr

ants funding no n-lo b b ying po rtio ns o f a dvo c a c y pro je c ts F und E le c tor al Ac tivitie s a dvo c a c y inc lude s no npa rtisa n e le c to ra l a c tivitie s Make L

bbying Gr

ants pub lic o r c o mmunity fo unda tio ns c a n fund lo b b ying dire c tly

SLIDE 30

✓Pro vide multi-ye a r funding ✓Pro vide g e ne ra l o pe ra ting suppo rt ✓Pro vide ma ximum fle xib ility ✓Hire sta ff a nd re c ruit b o a rd me mb e rs with po lic y o r

a dvo c a c y e xpe rie nc e

✓Build g ra nte e pa rtne rs’ a dvo c a c y c a pa c ity ✓He lp g ra nte e pa rtne rs unde rsta nd the le g a l rule s o f

a dvo c a c y

✓E

va lua te a dvo c a c y wo rk with g ra nte e pa rtne rs

✓Co lla b o ra te with o the r fo unda tio ns ✓L

iste n to the ne e ds o f g ra nte e pa rtne rs a nd c o mmunic a te the fo unda tio n’ s suppo rt fo r a dvo c a c y

✓Sha re a dvo c a c y suc c e sse s with o the r fo unda tio ns

Best Practices

SLIDE 31

SLIDE 32

WE ST COAST

436 14th Stre e t Suite 425 Oa kla nd, CA 94612 510-444-6070 1000 N Ala me da Stre e t Suite 340 L

s Ang e le s, CA 90012

213-346-3288

E AST COAST

11 Dupo nt Circ le NW 2nd F lo o r Wa shing to n, DC 20036 202-822-6070

T E XAS

501 E lm Stre e t Suite 450 Da lla s, T X 75202 214-530-9144 866-675-6229 a dvo c a c y@ a fj.o rg www.b o lde ra dvo c a c y.o rg @ AF JBe Bo ld www.fa c e b o o k.c o m/ Bo lde rAdvo c a c y