On this episode, we’re going to talk about those pesky new year’s resolutions… and no, we’re not talking about signing up for a gym membership or signing up for a marathon. We’re talking about resolutions that nonprofit organizations can apply as we enter into the year 2024. As you all know, 2024 is like Stefon from SNL, it has everything…primaries, general elections, an additional day… So as you are headed for your holiday break, we wanted to leave you with a list of things your nonprofit organization can do as we head into the new year.  

 

AFJ Team Members on this Episode: 

Natalie Ossenfort 

Monika Graham 

Victor Rivera 

On this Episode: 

Top ten things your nonprofit organization can do to maximize its advocacy in 2024: [drumroll] 

Host an elections training for staff ahead of the 2024 primaries and general election.  

Remember that while 501(c)(3)s are not permitted to support or oppose candidates for public office, they CAN engage in nonpartisan election-related activities. 

Bolder Advocacy can help you navigate the do’s and don’ts with an elections workshop. Request a private workshop through our website or check out one of our many 2024 public webinars. 

Consider organizing a GOTV campaign or voter registration drive. 

Check voter registration deadlines that apply to primaries and general election. 

Brush up on your state’s voter engagement and registration laws. Check out our Practical Guidance – Voter Assistance series, created in partnership with The Democracy Capacity Project.  

Remember that all 501(c)(3) voter registration efforts must be nonpartisan. 

Prepare staff and volunteers to NOT answer the question: “Who should I vote for?” 

Offer services to all. 

Avoid partisan targeting. 

Invite members of your coalition to participate in a voter education campaign, which could include a nonpartisan candidate questionnaire and/or voter guide. Guidelines for creating 501(c)(3) safe candidate questionnaires and voter guides include: 

Use unbiased, open-ended questions (distributed to ALL candidates). 

Cover a broad range of issues. You’ll also want to avoid comparing your organization’s position on an issue to where candidates stand. 

Publish all responses impartially and equally (with no editing or variations in font, formatting, etc.), and make the final guide generally available to the public. 

Remember NOT to include candidate pledges. 

Also, do not coordinate with candidates and campaigns.  

Just remember, facts and circumstances matter, so consult with Counsel if you have any questions regarding your specific voter education activities. 

Organize events inviting public officials to speak during election season. Remember to make the distinction between a candidate appearance and an incumbent appearance.  

Candidate appearances: must invite all viable candidates, avoid expressing support or opposition for candidate, do not allow candidate fundraising, and ensure compliance with state and federal election laws. 

Policymaker appearances (in official capacity, unrelated to candidacy): No equal opportunity required, but make sure you’re working with official staff (not campaign staff) and that you reiterate to the incumbent and their staff in writing that you are a 501(c)(3) that is not allowed to support or oppose candidates. Incumbents who are also candidates should not mention their candidacy at your event. And you should also avoid speaking to their upcoming election and focus, instead, on their official acts as policymakers. 

If you are a 501c4, consider making independent expenditures or coming up with a list of endorsements. 

501(c)(4)s can engage in partisan political activity as a secondary activity of the organization, but they are prohibited from making candidate contributions and coordinating activities with federal candidates and campaigns (under federal election law) and are oftentimes subject to similar prohibitions at the state and local level. 

IE’s and other partisan activity may trigger campaign finance reporting. 

If your 501(c)(4) has an affiliated 501(c)(3), remember that 501(c)(3)s can’t support or oppose candidates. This means that any (c)(4) partisan work should be kept entirely separate from any joint projects you may have between your organizations and be carried out with (c)(4) resources ONLY. 

Don’t forget… you can continue to advocate or lobby for issues that are central to your organization’s mission! 

Know your organization’s lobbying limits. 

Be aware of state and local lobbying laws that might apply to your work. Our State Practical Guidance – Lobbying series (created in partnership with the Democracy Capacity Project) now includes state-level guidance for all 50 states and DC. 

Educate supporters, policymakers, allies, and other interested parties about the current policies and problems affecting your community. 

Produce resources that reflect the real story of your community and its needs. 

If you’re a 501(c)(3), avoid comparing your organization’s position on an issue to where the candidates or parties stand on that issue. 

Have a track record of working on the issue. 

Talk about issues as they arise, as opposed to timing your issue-based communications to coincide with upcoming election dates. 

Avoid suggesting how voters should vote or mentioning the election in relation to your issue advocacy. 

Don’t be afraid to comment on candidates or campaigns, but remember the facts and circumstances matter. To avoid impermissible partisan activity, 501(c)(3)s should: 

Focus on what was said (the issue), not who said it (the candidate). 

Avoid discussing a candidate’s record or qualifications. 

Avoid talking about voters and making references to upcoming elections. 

Avoid identifying candidates by name. 

Issue disclaimers / reminders of your (c)(3) status and inability to support or oppose candidates for public office. 

Make sure any staff who speak on behalf of the organization are well-trained and understand the rules. 

Write an Op-ed and share your expertise on an issue that is core to your nonprofit’s mission, and establish your organization as a trusted thought leader. 

Launch or engage in litigation to challenge an unconstitutional law 

Litigation is different from lobbying and not subject to c3 lobbying limits. 

Remember that state and federal courts matter. To learn more about your state courts or the federal judiciary, visit www.afj.org.  

 

Resources: 

What is Advocacy? 2.0  

Practical Guidance – Lobbying Series 

Practical Guidance – Voter Assistance Series 

Commenting on Candidates and Campaigns Factsheet 

Hosting Candidates at Charitable Events Factsheet 

Public Charities Can Lobby Factsheet 

BA’s Trainings and Events  

On this episode, we discuss best practices for working in coalition and with affiliated organizations and the importance of firewalls to 501(c)(4)s that engage in independent expenditures.

Attorneys for this show

Monika Graham, Susan Finkle-Sourlis, and Leslie Barnes

Working in Coalition – Affiliated Organizations

·       Maximize advocacy and resources

·       501(c)(3) and 501(c)(4) activities

·       Establishing legal, financial, and programmatic independence

o   Separate names, logos, EIN, and activities

o   Cost sharing agreements

o   Separate or joint websites and social media accounts

o   Timesheets

o   Branding matters

Firewalls – 501(c)(4)s and political organizations, candidates and committees

·       What are independent expenditures?

·       Why are independent expenditures important?

·       Establishing firewalls to protect against impermissible coordination

·       Safe harbors for permissible communications

·       FEC firewall policy

 

Resources

Please check out the resources listed below and our extensive resource library at bolderadvocacy.org for more information on this topic. We hope you join us on a future episode of the podcast!

The Connection

The Practical Implications of Affiliated Organizations

Nonprofits Working Together

Working Together: Affiliation and Coalition Basics

FEC guidance on independent expenditures and firewalls

 

On this episode we’re excited to highlight nonprofit success stories from around the country. While we talk about lobbying on this podcast, legislative wins are one type of advocacy victory. We’ll look at some legislative victories as well as other types of advocacy such as relationship building, corporate advocacy, and funding wins.  For some organizations, legislative victories can bring additional resources to your community. For other organizations, legislative victories can serve as harm reduction in the interim while we build a multi-racial democracy. We’ll also highlight strategies for talking about advocacy success to your donors and community.

 

Lawyers for this episode

Leslie Barnes

Sarah Efthymiou

 

Ballot Measure Victories

·      Ohio Issue 1

o   Double digit victory

o   Intersectional coalition work of grassroots organizations

o   Ohioans for Reproductive Freedom was one coalition of community-led nonprofits ranging from faith-based organizations, to racial justice and transgender rights nonprofits, from labor organizations to trade associations.

·      Other states that led the way on democracy-related measures Ballot measure recap by Victor Rivera Labiosa

California Legislative Victories – “Hot Labor Summer”

·      SB 616, paid sick leave

o   CA Work & Family Coalition, a coalition of community nonprofits

o   Part of the coalition’s strategy involved gathering variety of voices to be heard by collecting stories and bringing those voices to the policy makers.

 

·      SB 525, minimum wage increase to $25/hour for CA’s lowest-paid health care workers

o   SEIU United Healthcare Workers West

 

Organizing Victories – Equitable compensation

·      Black Leadership Action Coalition of Kentucky (BLACK) and Advocacy Based on Lived Experience (ABLE) 2 grassroots organizations

·      Adopted policies that center impacted community members in their work by compensating directly impacted volunteers for contributing their lived experiences and community organizing skills.

·      See guest blog below in shownotes

 

Strategies for talking to funders

·      Follow your funder’s lead

·      Investing in Change for other metrics to measure success

·      Don’t take credit candidate victories

 

Resources

·      Ballot Initiative Strategy Center – Ballot measure hub tracking challenges to direct democracy, past and upcoming ballot measures

·      Democracy in Action: Analyzing November’s Key Ballot Measure Wins

·      Two-part piece on Equitable Compensation Alicia Hurle

o   The Power of Equitable Compensation in Community Organizing Spaces

o   Building Community Empowerment