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 xe mpt ta x-e xe mpt c o ntrib utio ns T ax ta x-e xe mpt c o ntrib utio ns ta x- ta x-de duc tib le T r e atme nt de duc tib le L obbying unlimite d limite d Pro hib itive ly ta xe d Ac tivitie s Ca nno t suppo rt o r c a nno t suppo rt o r E le c tor al o ppo se a c a ndida te o ppo se a c a ndida te se c o nda ry a c tivity Ac tivitie s fo r o ffic e fo r o ffic e
W hat is ADVOCACY?
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 organizations, communities and the people they serve. The Indiana Philanthropy Alliance supports public policy efforts that safeguard and enhance these advocacy rights.
W hy ADVOCACY?
The question is not “Should we do advocacy?” but “Can we afford not to?”
Raise AW ARENESS
PROTECT funding
Get to know POLI CYMAKERS
EDUCATE Policymakers
Foster DI SCUSSI ON
DEMAND Change
EDUCATE and EMPOW ER Grantees
Systemic CHANGE OR
Policy HAPPENS
COALI TI ONS provide cover
do ? do ? Wha t sho uld I Wha t c a n I
Supporting ADVOCACY
✓ 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 Capacity Assessm ent Uses
Advocacy Capacity Tool Sections
ACT! 1 8 Capacities ( I ndicators) III Advocacy Avenues I Advocacy Goals, Plans & Strategies 10. Administrative 11. Legislative 1.Preparation 12. Ballot Measures, 2.Agenda Referenda & Initiatives 3.Plans, Strategies & 13. Electoral Adaptability 14. Litigation IV Organizational Operations II Conducting Advocacy to Sustain Advocacy 4. Research & Analysis 15. Organizational Commitment 5. Field Operation 6. Advocacy Partners & 16. Funding Advocacy Coalitions 17. Decision-Making Structure & Process 7. Messaging 8. Media Relations 18. Fiscal Management & Sustainability 9. Influencing Decision-Makers
Advocacy Capacity Tool
✓ 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
Supporting ADVOCACY
Ge ne r al Suppor t Gr ants Make L obbying Gr ants funding g ra nte e s tha t a dvo c a te pub lic o r c o mmunity fo unda tio ns thro ug h g e ne ra l suppo rt c a n fund lo b b ying dire c tly Spe c ific Pr oje c t Gr ants F und E le c tor al Ac tivitie s funding no n-lo b b ying po rtio ns o f a dvo c a c y inc lude s no npa rtisa n a dvo c a c y pro je c ts e le c to ra l a c tivitie s HOW CAN FOUNDATIONS SUPPORT ADVOCACY ?
✓ 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
WE ST COAST E AST COAST 436 14 th Stre e t 11 Dupo nt Circ le NW 2 nd F lo o r Suite 425 Wa shing to n, DC 20036 Oa kla nd, CA 94612 202-822-6070 510-444-6070 T E XAS 1000 N Ala me da Stre e t 501 E lm Stre e t Suite 340 Suite 450 L o s Ang e le s, CA 90012 Da lla s, T X 75202 213-346-3288 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
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