Alliance for Justice - How Non-Profits Can Engage in Advocacy 8.28.14

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"How can 501(c)(3) Organizations Engage in Lobbying and Advocacy?" Presentation by Nayantara Mehta, Alliance for Justice, at the Stronger Nebraska Policy Institute on August 28, 2014.

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<ul><li> 1. How can 501(c)(3) organizationsengage in LOBBYING andADVOCACY?Nayantara MehtaAlliance for Justice</li></ul> <p> 2. 1. Comparing 501(c)(3)s and 501(c)(4)s2. What is advocacy?3. How much lobbying can a 501(c)(3) do?4. What is lobbying?5. Keeping track of lobbyingAGENDA 3. Comparing NONPROFITS 4. 501(c)(3) 501(c)(4)PoliticalOrganizationsExamplesTaxTreatmentLobbyingActivitiesElectoralActivitiesTax-ExemptContributions tax-deductiblePrivate Foundation grantsConnected/SSFLCV PACTax-Exempt Tax-ExemptLimited Unlimited Rare and usuallytaxableCannot support oroppose a candidatefor officeUsually,sole activitySecondary activityFollow federal andstate election lawIndependentEmilys List 5. What is ADVOCACY? 6. OrganizeCommunitiesEducatePublicEducateLegislatorsNonpartisanVoter Ed.PARTISANPOLITICALLOBBYINGEncourageVotingEducationalConferencesResearchLobbyingExceptionsChangeCorporateBehaviorSkillsTrainingRegulatoryEffortsLitigationAvenues for ADVOCACY 7. Advocacy Capacity Tool (ACT)www.BolderAdvocacy.org/ACT 8. Nonprofitscan and shouldADVOCATE &amp;LOBBY forPOLICYCHANGE! 9. How much LOBBYING? 10. INSUBSTANTIAL PART TEST1. Lobbying is an insubstantial partof the organizations activities, no clearlimits or definitionsHow Much LOBBYING?2. Default testor501(H) EXPENDITURE TEST1. One-time election IRS Form 57682. Definitions of lobbying3. Dollar based limits4. Expenditures only 11. TOTAL LOBBYING LIMITSfor a 501(c)(3) using the 501(h) election,with annual expenditures of $2 millionDirectGrassroots$250,000$62,500Education &amp;Non-LobbyingAdvocacyOverall Lobbying LimitGrassroots Lobbying Limit 12. LOBBYING Definitions 13. LOBBYINGfor organizationsusing theInsubstantialPart Test:- Contactinglegislators to propose,support, or opposelegislation- Urging the public tocontact legislators topropose, support, oroppose legislation- Advocating theadoption or rejectionof legislationAttempting toinfluenceLEGISLATION 14. DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to actionLOBBYINGfor organizationsusing 501(h) 15. DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to action 16. DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to actionFederalMembers of CongressStateState LegislatureLocalCity Council, County Board ofSupervisors 17. DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to actionPresident, governor, mayor or otherexecutive official who participates in theformulation of legislation 18. SPECIAL LEGISLATOR RULEMembers of the general public are legislatorsBallot Measures Ballot initiatives Referenda Constitutionalamendments Bond measuresDIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to action 19. DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to actionNOT LEGISLATORSSpecial PurposeBoards: School boards Planningcommissions Zoningcommissions Water districts 20. DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to action 21. DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to action 22. NOT LEGISLATIONRegulationsExecutive OrdersEnforcement of Existing LawsLitigation 23. LOBBYING or NOT? Urging city council members to pass local living wageordinance:LOBBYING Meeting with Planning Commission to oppose permit forexpansion of oil refinery:NOT LOBBYING Urging DHS Secretary to support the DREAM Act and toreform immigration enforcement practices by DHS:PARTIALLY LOBBYING &amp; PARTIALLY NOTLOBBYING Educating legislators about public opinion on climatechange and need for government to act (with nopending or proposed legislation):NOT LOBBYING 24. CALL TO ACTIONDIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to action 25. TELLING TO CONTACTlegislator(s)PROVIDING ADDRESS,telephone number, and/or othercontact information of legislator(s)PROVIDING MECHANISMto enable communicationwith legislator(s)IDENTIFYINGlegislator(s)DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to action 26. DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to action 27. DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to action 28. DIRECTCommunicationLegislatorExpresses a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationNot Calls to Action:Learn moreTake actionSupport our effortsGet involvedCall to action Not Lobbying 29. DIRECTCommunicationWith a legislatorExpressing a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to action 30. DIRECTCommunicationWith a legislatorExpressing a viewabout specificlegislationGRASSROOTSCommunicationGeneral publicExpresses a viewabout specificlegislationCall to action 31. Nonpartisan analysis,study, or researchRequest fortechnical assistanceSelf defenseExaminations and discussionsof broad social, economic, andsimilar problemsLobbying EXCEPTIONS 32. MUSTFull and FairDiscussionBroadlyDisseminatedMAYExpress a ViewIndirect Call toActionSubsequentGrassrootsLobbying limitedNonpartisan ANALYSIS 33. MUSTInvitation inWriting on behalfof CommitteeAvailable to allmembers ofCommitteeMAYExpress a View onSpecific LegislationRequest for Technical ASSISTANCE 34. REMEMBER: Nonprofits can and should lobby; 501(c)(3)s just have to stay within their annuallobbying limits Using the 501(h) option will simplifylobbying planning and reporting Only what meets the definition oflobbying counts toward a 501(c)(3)slobbying limit Track staff time spent on lobbying inorder to report to IRS annually 35. How to KEEP TRACK 36. REASONABLEallocation501(h)Direct CostsStaff TimeOverheadINSUBSTANTIALPARTVolunteersActivities Specifiedon Form 990 37. 501(h)Direct CostsStaff TimeOverheadINSUBSTANTIALPARTVolunteersActivities Specifiedon Form 990 38. Cost Center Direct GrassrootsDirect Costs $60 $100$15,000Overhead10%DirectLobbying5%GrassrootsLobbyingStaff Time $750 $250Overhead $1500 $750TotalExpenditures$2310 $1100Total Lobbying EXPENDITURES 39. 501(h)Direct CostsStaff TimeOverheadINSUBSTANTIALPARTVolunteersActivities Specifiedon Form 990 + adetaileddescription 40. For more information: 41. QUESTIONS? 42. WEST COASTAlliance For Justice436 14th StreetSuite 425Oakland, CA 94612510-444-6070EAST COASTAlliance for Justice11 Dupont Circle, NW2nd FloorWashington, DC 20036202-822-6070advocacy@afj.org866.675.6229www.bolderadvocacy.orgfor fact sheets and publications@AFJBeBoldwww.facebook.com/#!/BolderAdvocacy </p>