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David Heinen
N.C. Center for Nonprofits
Advocacy: A Plus or a Must?
Basics of Nonprofit
Advocacy and Lobbying
How Can You Be an Advocate?
Help develop better laws
Work with government officials
Empower the people you serve to make their
voices heard
Educate the public about what you do and
Public officials
Media
Your board, staff, community, and funders
Nonprofit Lobbying
Lobbying is legal for 501(c)(3) nonprofits!
What constitutes lobbying for IRS purposes
Influencing legislation
At the federal, state, or local level
Grassroots lobbying
But you must be nonpartisan
You can be an issue advocate
parties
Nonprofit Lobbying
How much can you do? Two answers:
501(h) election expenditure test
Being Nonpartisan:
What Your Nonprofit Can Do!
Voter registration
Voter education
Get-out-the-vote activities
Individual activity by nonprofit
leaders
Some candidate appearances
Some business activity
See IRS Revenue Ruling 2007-41 or
www.nonprofitvote.org
N.C. Lobbying Law - Basics
Who needs to register and report?
Principal organization on whose behalf a lobbyist
lobbies
Lobbyist staff or contractor who lobbies
Staff if you spend 5% of your time lobbying in any 30-day
period
Contractors must register
Volunteers not required to register
Solicitor organization that engages the public in
lobbying activities at least $3,000 in a 90-day period
N.C. Lobbying Law - Basics
What constitutes lobbying?
Attempts to influence legislation or executive action
N.C. Lobbying Law
Differences from federal lobbying definition:
(i) N.C. law covers executive action as well as
legislative action possible confusion among
private foundations
(ii) Goodwill lobbying is covered by N.C. law
(iii)N.C. law applies only to lobbying with two
branches of N.C. state government
What You Stand to Lose If
Advocate?
You lose control over messaging about the impact of
your work.
More Immediately . . .
funding for community economic development
organizations
Without immediate advocacy, this will become a
reality.
Tips on Being an Effective
Advocate
How Can You Get Involved?
Meet with your legislators to share the story of your
nonprofit
Invite them to see your nonprofit in action
How To Be An Effective Advocate
Tell your story Who will the law impact?
Real-life examples
Statistics and other objective information
Simple and clear message
Clear message and simple talking points
Elevator speech
One-page fact sheet
Follow-up
How To Be An Effective Advocate
Consider the media
Who is your audience?
Legislators
Executive branch
Public
Others in your organization
How Not to Advocate
Framing Your Message in 2013
Creating jobs
Saving money now
Measurable results
Tell your stories
Finding the Right Voices
Educating the Community
Why it matters?
Public perception is important
Media can be influential
What works?
Stories are crucial
Clear, simple, and memorable
Numbers are secondary with the public
Using the media
Invite the public to volunteer or see your work
Social media can be effective, if done well
Recruiting Advocates
Who has the ear of policymakers?
Voters in their districts
Business leaders
People with common interests and ideals
Who can you engage?
Board members
Businesses in your community
Other community leaders
Hint: This may vary depending on who
represents you in the General Assembly
More Resources
N.C. Center for Nonprofits
www.ncnonprofits.org
N.C. General Assembly
www.ncleg.net
National Council of Nonprofits
www.councilofnonprofits.org
Center for Lobbying in the Public Interest
www.clpi.org
Nonprofit VOTE
www.nonprofitvote.org
For More Information
David Heinen dheinen@ncnonprofits.org
N.C. Center for Nonprofits www.ncnonprofits.org

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Advocacy: A Plus or a Must?

  • 1. David Heinen N.C. Center for Nonprofits Advocacy: A Plus or a Must?
  • 3. How Can You Be an Advocate? Help develop better laws Work with government officials Empower the people you serve to make their voices heard Educate the public about what you do and Public officials Media Your board, staff, community, and funders
  • 4. Nonprofit Lobbying Lobbying is legal for 501(c)(3) nonprofits! What constitutes lobbying for IRS purposes Influencing legislation At the federal, state, or local level Grassroots lobbying But you must be nonpartisan You can be an issue advocate parties
  • 5. Nonprofit Lobbying How much can you do? Two answers: 501(h) election expenditure test
  • 6. Being Nonpartisan: What Your Nonprofit Can Do! Voter registration Voter education Get-out-the-vote activities Individual activity by nonprofit leaders Some candidate appearances Some business activity See IRS Revenue Ruling 2007-41 or www.nonprofitvote.org
  • 7. N.C. Lobbying Law - Basics Who needs to register and report? Principal organization on whose behalf a lobbyist lobbies Lobbyist staff or contractor who lobbies Staff if you spend 5% of your time lobbying in any 30-day period Contractors must register Volunteers not required to register Solicitor organization that engages the public in lobbying activities at least $3,000 in a 90-day period
  • 8. N.C. Lobbying Law - Basics What constitutes lobbying? Attempts to influence legislation or executive action
  • 9. N.C. Lobbying Law Differences from federal lobbying definition: (i) N.C. law covers executive action as well as legislative action possible confusion among private foundations (ii) Goodwill lobbying is covered by N.C. law (iii)N.C. law applies only to lobbying with two branches of N.C. state government
  • 10. What You Stand to Lose If
  • 11. Advocate? You lose control over messaging about the impact of your work.
  • 12. More Immediately . . . funding for community economic development organizations Without immediate advocacy, this will become a reality.
  • 13. Tips on Being an Effective Advocate
  • 14. How Can You Get Involved? Meet with your legislators to share the story of your nonprofit Invite them to see your nonprofit in action
  • 15. How To Be An Effective Advocate Tell your story Who will the law impact? Real-life examples Statistics and other objective information Simple and clear message Clear message and simple talking points Elevator speech One-page fact sheet Follow-up
  • 16. How To Be An Effective Advocate Consider the media Who is your audience? Legislators Executive branch Public Others in your organization
  • 17. How Not to Advocate
  • 18. Framing Your Message in 2013 Creating jobs Saving money now Measurable results Tell your stories
  • 20. Educating the Community Why it matters? Public perception is important Media can be influential What works? Stories are crucial Clear, simple, and memorable Numbers are secondary with the public Using the media Invite the public to volunteer or see your work Social media can be effective, if done well
  • 21. Recruiting Advocates Who has the ear of policymakers? Voters in their districts Business leaders People with common interests and ideals Who can you engage? Board members Businesses in your community Other community leaders Hint: This may vary depending on who represents you in the General Assembly
  • 22. More Resources N.C. Center for Nonprofits www.ncnonprofits.org N.C. General Assembly www.ncleg.net National Council of Nonprofits www.councilofnonprofits.org Center for Lobbying in the Public Interest www.clpi.org Nonprofit VOTE www.nonprofitvote.org
  • 23. For More Information David Heinen dheinen@ncnonprofits.org N.C. Center for Nonprofits www.ncnonprofits.org