Rules of the Game: The Bolder Advocacy Podcast

Bolder Advocacy
Rules of the Game: The Bolder Advocacy Podcast

Nonprofits are important advocates on issues critical to every community, but sometimes the rules and regulations of advocacy can be barriers to entry. In Rules of the Game, Bolder Advocacy attorneys at Alliance for Justice use real examples to demystify these laws to help 501(c)(3) and 501(c)(4) nonprofits be bolder advocates, whether holding elected officials accountable, educating candidates, engaging voters, or lobbying for policy change.

  1. Nonprofit New Year’s Resolutions 2025

    JAN 8

    Nonprofit New Year’s Resolutions 2025

    It’s officially 2025, and nonprofits across the country are diligently preparing for upcoming legislative sessions, a presidential transition, and other critical advocacy initiatives. The Alliance for Justice Bolder Advocacy team is here to help when questions arise about nonprofits’ ability to engage with government officials and pursue policy change. In the meantime, we’ve also compiled a list of our Top 10 nonprofit New Year’s resolutions to help your organization ready itself for 2025 and beyond.    Attorneys for this Episode  Monika Graham  Victor Rivera Labiosa  Natalie Roetzel Ossenfort     Level-up Your Social Justice Advocacy  Check out our new Advocacy Playbook series for an overview of the laws and regulations that apply to 501(c)(3) public charities when they engage in lobbying and election season advocacy.   Resources designed specifically for advocates working in key issue areas:  Environmental Justice  Criminal Legal Reform  Gender and Reproductive Justice  Labor and Economic Justice  LGBTQ+ and HIV Communities  Health and Disability Rights  Racial Justice and Immigrant Rights  Democracy and Voting Rights    Conduct an Advocacy Check-up  Our new Advocacy Check-Up: Nonprofit Self-Assessment is designed to help your 501(c)(3) public charity assess its overall compliance with federal and state advocacy-related tracking and reporting requirements and to identify opportunities for you to build your organization’s advocacy capacity.   The goal is to ensure that your nonprofit is aware of the opportunities for advocacy allowed by the tax and election laws that govern lobbying and election-related activity by tax-exempt organizations.    Brush-Up on State Law with Bolder Advocacy’s Practical Guidance Series  Lobbying: Working to impact legislative or executive branch policy at the state-level? State lobbying disclosure rules may apply to your work.  Be aware of changes to the law that might have taken effect in the new calendar year.  Voter Assistance: Do you know what it means for your 501(c)(3) to remain nonpartisan, but also want to learn about state rules related to voter engagement activities?  Take the time to learn how to safely register voters, engage in line-warming activities, and more.    Take Stock of Your Nonprofit’s Capacity to Evaluate Your Advocacy  Consider the data you already collect.  Track media and policy developments related to your work.  Make use of free tools and resources:   User’s Guide to Advocacy Evaluation Planning  Data Playbook  When the Best Offense is a Good Defense: Understanding and Measuring Advocacy on the Defense    Amplify Your Impact with Text and Robocall Campaigns  Using text messaging or call campaigns to interact with your community and supporters? If so, it’s time to brush up on the federal and state rules related to robocalling and robotexting campaigns.  Coming soon! Updated 2025 Robocalling guide containing details about consent requirements, mandatory disclaimers, and more!    Advocate for Key Appointments in New Executive Administrations  In the coming months, new administrations at the federal, state, and local level will appoint individuals to many positions that could impact your nonprofit’s policy priorities. Your organization can help ensure the appointment of individuals whose values align with your mission and the needs of the communities you serve.  Keep in mind that advocating for or against nominees that require a legislative body to confirm the nomination is generally considered lobbying. On the other hand, making recommendations for positions that do not require legislative approval is not lobbying for tax code purposes.    Be Prepared to Defend Your Nonprofit and Its Work  Ensure that your legal house is in order by conducting an advocacy check-up (see Resolution #2).  Prepare and train your staff and volunteers in how to respond to potential threats that may arise in-person and through social media.  Assess your online systems for potential gaps in cyber security.  Check out our factsheet: Tips for Nonprofits: Preparing for the Possibility of a Politically Motivated Attack    Educate the Public about the Legislative Process. Introduce communities and  constituencies to the legislators who represent them. When community members  meet legislators face-to-face and discuss the issues that affect their everyday lives, not only do legislators receive the information they need to represent their communities, but those communities are empowered to invest more heavily in the outcomes of policy debates, giving them a stronger hand in their own future.  Conduct research and produce relevant resources that reflect the real story of your community and its needs.  Educate the community on the issues that matter most to your organization.  Host educational conference where people can gather, network, share information, and plan for the future.  Conduct leadership training to provide individuals with the skills needed to be spokespersons for potential policy reform.     Work Together. Join forces with other nonprofit organizations to maximize advocacy, share resources, and harness power in order to more effectively drive real and lasting policy change.  (Podcast) Working Together: Affiliation and Coalition Basics  (Guide) Coalition Checklist  (Guide) The Connection: Strategies for Creating 501(c)(3)s, 501(c)(4)s, and Political Organizations    Become an AFJ Member  The strength of Alliance for Justice is rooted in our membership of nearly 140 organizations that share a commitment to an equitable, just, and free society.   Throughout the 40+ years of AFJ’s history, our members have been at the forefront of defending our communities’ constitutional rights and building power across the progressive movement to fight for social justice.  Benefits include:  Priority access to Bolder Advocacy resources and special members-only training events  Free public webinar and on-demand webinar registration  Cutting edge research on judicial nominees  And more!

    17 min
  2. Are the 501(c)(4) Rules Changing?

    12/25/2024

    Are the 501(c)(4) Rules Changing?

    A recent Fifth Circuit holding in Memorial Hermann has caught the attention of lawyers in our space, with some wondering if the tax law rules on how 501(c)(4)s operate may change. But what did the court really say, and how should 501(c)(4) advocacy organizations react? On this special holiday edition of the pod, we are joined by Larry Gold of Trister Ross Schadler and Gold to understand what this case says and what it means for (c)(4)s in 2025 and beyond.  Attorneys for this episode  Tim Mooney  Susan Finkle Sourlis  Larry Gold, Trister Ross Schadler and Gold   Show notes  What is Memorial Hermann?  Very basics of the case  Basics of the holding  Where does this court’s ruling apply?  501(c)(4) organizations must exclusively operate for the social welfare,  how is that interpreted to mean primarily, and the limit on items that do not as social welfare as secondary activity. We frequently talk about one of those secondary activities a lot – partisan political work. But this case focuses on another thing – can you explain why commercial activity does not promote social welfare?   The concern raised by some is the court’s move to a smaller insubstantial standard for commercial activity may also apply to political activity, limiting the amount advocacy groups can engage in. How does the law treat commercial activity and political activity differently, and does that distinction matter here for other courts that may be addressing this?  Do (c)(4)s in the Fifth Circuit that engage in partisan political advocacy need to change what they’re doing or how much they’re doing? What about (c)(4)s outside of the Fifth Circuit?  There’s another layer to all of this with (c)(4)s that have filed Form 1024s accepted by the IRS – can you explain what that is and why filing a 1024 now may be a good idea for some (c)(4)s that haven’t yet?  What’s happening next with this case?  What’s your take on how various media outlets have presented this case – do you think they’ve helped or muddied the waters?  On a scale of 1 to 10 where 1 is a yawn and 10 is metaphysical crisis, where are we now with Memorial Hermann for (c)(4)s?     Resources - Tim  The Rules of the Game

    28 min
  3. Transition Advocacy

    12/11/2024

    Transition Advocacy

    On this episode, we discuss how nonprofits can engage in advocacy during this time of transition and prepare for 2025. Attorneys for this episode Sarah Efthymiou Víctor Rivera Labiosa Melissa Marichal Zayas Show Notes   Post-Election Communications: Prohibition on Campaign Intervention ·       Keep in mind that 501(c)(3)s should never indicate that they support or oppose candidates for public office, whether in the past, present, or future. Permissible communications for 501(c)(3)s: Congratulating a newly elected official or thanking a former candidate for their hard work during the election. Discussing the organization’s nonpartisan voter engagement. Commenting on the demographics of who voted or didn’t vote. Encouraging a peaceful continuation or transfer of office. ·       Impermissible communications for 501(c)(3)s include: o   Suggesting that the organization attempted to influence the outcome of an election. o   Supporting efforts to draft a named person to run for office in a future election. o   Declaring that the organization or voters will hold an elected official accountable in the next election.   Transition Advocacy: Is it Lobbying? ·       Transition advocacy is a hot topic, especially after elections, and one of the most common questions we get from 501(c)(3) public charities is whether it counts as lobbying. The short answer? Sometimes, yes—but often not. ·       In general, lobbying involves efforts to influence specific legislation. For 501(c)(3) organizations operating under the insubstantial part test, advocacy for or against legislation qualifies may count as lobbying. ·       If an organization has made the 501(h) election—which allows nonprofits to maximize and clarify their lobbying limits—the IRS uses a different definition. Under the 501(h) expenditure test, lobbying breaks down into two categories: o   Direct lobbying: Speaking to a legislator and expressing a view about specific legislation. o   Grassroots lobbying: Communicating with the general public to express a view on specific legislation andincluding a call to action. ·       Under the 501(h) expenditure test, two key factors determine whether your activity qualifies as direct lobbying: o   Are you speaking to a legislator? o   Is the topic you’re discussing considered specific legislation? If the answer to both is "yes," it likely counts as lobbying. ·       Examples of lobbying activities during transition period: o   Advocating about spending priorities o   Supporting/opposing nominations of new exec cabinet officials or judiciary o   Advocating for changes in laws or amending current laws o   Advocating for a new program – if would require new legislation ·       Important to assess what you’re saying, who you’re saying it to, and whether any exceptions apply.   Transition Advocacy: When is it Not Lobbying? ·       Some organizations may try to avoid engaging in lobbying activities so it’s important to understand what their non-lobbying options are during this transition ·       During this period, organizations can try to get to know their newly elected officials. Meeting with these officials, without trying to influence any nomination process or any piece of legislation (including the budget process), does not count as a lobbying activity. ·       On top of that, nonprofit organizations can do the following: o   Recommend transition team members o   Get involved in the executive order process o   Develop relationships with these newly elected officials o   Talk about nominations that do not require the advice and consent of a legislative body (or a legislative vote) o   Actively participate in the rulemaking process §  Beware: it may count as a lobbying activity at the state/local level o   Take advantage of the 501(h) lobbying exceptions!   Resources Can We Say That? Post-Election Advocacy for 501(c)(3) Organizations Preparing for Change: How Nonprofits Can Shape Policy By Engaging Transition Teams Transition Advocacy: Is it Lobbying? The Advocacy Playbook Series

    16 min
  4. Giving Thanks

    11/27/2024

    Giving Thanks

    It’s the holiday season, and we here at the Rules of the Game podcast would like to embrace the opportunity to give thanks to several amazing nonprofits, who thrived in the face of adversity, boosted civic engagement, successfully led the charge on critical advocacy initiatives, and supported their communities in times of need. From North Carolina, to Colorado, to Missouri, and beyond, nonprofit advocates boldly stood up to protect democracy, defend our rights, and secure justice for all. So, as we gather around the table with family and friends this week, we want to celebrate them and their incredible contributions to our communities this year. Natalie Ossenfort: Thank you to all of the amazing advocates who worked so diligently on ballot measures across the country to guarantee access to abortion, expand workers’ rights, and ensure the freedom to marry in state constitutions. By creating robust coalitions of nonprofit organizations with shared policy goals, these advocates secured several major wins. From a successful constitutional amendment in Arizona spearheaded by a group of nonprofits organized as “Arizona for Abortion Access” to the “Freedom to Marry” coalition in Colorado, nonprofits across the country organized for success this year and for the protection of our rights. We thank you for your amazing contributions. Monika Graham: Thank you to the Innocence Project, a member of the Alliance for Justice, for their groundbreaking work in the pursuit of justice and advocacy on behalf of the wrongfully convicted. Thank you, in particular, for your advocacy on the Marcellus Williams case. To Mr. Williams: our hearts are with you and your loved ones. To the Innocence Project: Thank you. Tim Mooney: Thank you for the resiliency of the nonprofit community in western North Carolina in the wake of Hurricane Helene. The North Carolina Rescue Collective delivered water, food, and supplies to local residents. Brother Wolf Animal Rescue also stepped up to ensure their animals were safe before the storm, and they continue their important work today despite extensive damage to their facilities. Brittany Hacker: Thank you to In Our Own Voice National Black Women’s Reproductive Justice Agenda. The organization educates the public and advocates for reproductive justice, while lifting up the voices of black women. They also actively engage in critical voter education and GOTV activities. Sarah Efthymiou: Thank you to the private and public foundations who support nonprofit advocacy efforts. In particular, the Gill Foundation funds charities that engage in LGBTQ+ advocacy to pave the way for a more inclusive future. In doing so, it empowers foundation grantees to tackle difficult policy challenges. Susan Finkle-Sourlis: Thank you to the nonprofits that worked so hard this election to educate voters and get out the vote. Shout out to the Interfaith Alliance for their “The Vote is Sacred Bus Tour,” a nonpartisan effort to boost civic engagement across the country. Victor Rivera: Thank you to the Health Forward Foundation, which endorsed Missouri's “Yes on 3” campaign to end Missouri’s abortion ban and the Missourians for Healthy Families and Fair Wages campaign. Their advocacy led to the protection of abortion access in the state, raised the state’s minimum wage, and secured paid sick leave guarantees. Melissa Marichal Zayas: Thank you to the Organization of Exonerees for your commitment to the fight for justice, your care for the recently freed, and for standing in solidarity with others who are still waiting for their voices to be heard.

    11 min
  5. Ballot Measure Wins

    11/13/2024

    Ballot Measure Wins

    The people voted on Tuesday for their choice of candidates and in many states they also voted on Ballot measures or ballot initiatives. Ballot measures offer voters a way to participate in direct democracy and can be a powerful tool for change. On this episode, we will discuss some of the ballot measures that were up for a vote in 2024 and the results.  As regular listeners will know ballot measures, initiatives, propositions, or bond measures are lobbying. Although they are on the ballot, they are lobbying activity and voters are the lawmakers. Many nonprofits, both c3 public charities and c4 social welfare organizations participate in ballot measure advocacy within their lobbying limits.     Today we are going to discuss what happened – what did voters decide when it came to the issues of choice, democracy, LGBTQ rights, and worker protections. We are traveling across this nation from ME to OH – to FL, then head west AZ and CA, CO, and HI, and finally NE, to learn what voters decided.    Lawyers for this episode  Sarah  Melissa  Susan  Show notes  LGBTQ Ballot Measures   Thanks! I would like to start us off by lifting up a number of ballot measure victories in the LGBTQ space.   We frequently talk about litigation as an impactful, non-lobbying, form of advocacy. In fact, we had a recent pod episode on that very topic. Well, there were several ballot measures that were introduced to get ahead of potential litigation – specifically cases that might threaten the right to marry.  Here, I want to highlight how voters in CA, CO, and HI used their ballots to approve constitutional amendments that will enshrine the Freedom to Marry into their state constitutions.   Although the 2015 Obergefell decision has made state laws banning same sex marriage moot, lessons learned from the Dobbs decision overturning abortion rights; the proactive, legislatively referred measures are intended to safeguard their states’ freedom to marry if a conservative-majority U.S. Supreme Court were to overturn existing protections  likely that these 3 ballot measures are the first in a wave of proactive measures to fend off (or respond to) any such attacks by a conservative-majority court      Reproductive Rights Ballot Measures  Voters in seven states approved ballot measures to enshrine reproductive rights in their state constitutions, including in two states with abortion bans.  Missouri Amendment 3 establishes a constitutional right to reproductive freedom, which is defined as "the right to make and carry out decisions about all matters relating to reproductive health care,” including but not limited to childbirth, birth control, and abortion care. The amendment also provides that the state may only enact laws regulating abortion after the point of fetal viability.   Similar abortion rights measures failed in Florida, South Dakota, and Nebraska. 57% of Floridian voters supported their state’s right to abortion measure, but Florida requires at least 60% of voters to support a constitutional amendment for it to succeed, which is a uniquely high bar.  Arizona Proposition 139 amends the state constitution to guarantee a right to abortion and prohibits the state from restricting this right before fetal viability.   San Francisco Proposition O establishes several local requirements that help to protect access to abortion and other forms of reproductive health care.   Amarillo, Texas Proposition A, a so-called “abortion travel ban” initiative, was rejected by the city’s voters. Local businesses, organizations, and residents formed the Amarillo Reproductive Freedom Alliance to oppose the measure and protect reproductive freedom in the Texas Panhandle.     Thanks Melissa, I can. In many states there were issues on the ballot that concerned democracy and constitutional rights.   First stop - Ohio, Issue 1, its aim was to create a 15 member redistricting commission, made up of citizens across the political parties and ensuring representation from different areas of the state.   Unfortunately this initiative failed. There was a lot of confusion surrounding this ballot measure. Many believed that the ballot language, which the Republican controlled ballot board wrote – was misleading and biased. Conservatives in the state are opposed to redistricting reform.   The campaign for Issue 1, called Citizens not Politicians, took the issue to State supreme court, which sided with the Ballot board. The actual proposal by Citizens not Politicians was to ban partisan gerrymandering  - and the ballot board’s language stated it would require gerrymandering.   So much so that Both sides, pro and con – were using the same slogan to get out the vote. I was in Ohio, my home state, before the election and I saw yard signs that said - stop gerrymandering by voting yes and I saw signs that said - stop gerrymandering by voting no.   Let’s go to Arizona where voters defeated three measures that would have taken away their voice in the democratic process. One on the election of judges and two on the ballot initiative process.   First, voters weighed in on Proposition 137. This Ballot measure concerned the election of state court judges, a yes vote would end term limits for judges. A judge would have a permanent appointment until age 70.  judges permanent appointments. Currently, State supreme court justices are limited to six-year terms and superior court judges are subject to 4 year terms. They must run for reelection. This proposition was rejected by voters – they voted to keep term limits for their justices. So, these judges will be accountable to voters when they run for reelection.     Prop 134, which would changed the signature requirement in order for a measure to qualify for the ballot.  It would essentially make it more difficult. Currently, the Arizona state constitution requires 15% of the number of voters in the last election. So if 1 million people voted in the last governors race, a ballot measure would need at least 150,000 signatures in order to qualify. There is no restrictions or requirements on where in the state the signer lives.   Prop 134 would made it more difficult by requiring so many signatures to come from each legislative district in the state.   Prop 136 – would have allowed opponents to a ballot measure to challenge any ballot measure before it went to the voters. Opponents could have engaged in costly legal battles, perhaps killing it before voters even got a chance to decide.   Fortunately, both these measures were rejected by the voters.     Did you know that slavery in some form is still part of some state constitutions?   Both California and Nevada proposed ballot measures to remove language in their state constitutions permitting involuntary servitude as punishment for a crime. Voters in Nevada passed Question 4, joining eight other states that have passed ballot measures to abolish slavery in prisons in recent years.   A similar proposal in California, Proposition 6, at the time of this recording has not yet been called. If it passes, it would prohibit prisons from punishing incarcerated people through involuntary servitude.    Lastly in Maine Question 5 – asked the question should Maine change its current state flag back to an historical version known as the Pine Tree flag, a simple pine tree with one star in the corner.  Voters said no.       Finally, we’d be remiss if we didn’t mention the ballot measure victory in Nebraska that will provide workers with paid sick leave.  NE voters overwhelmingly passed Initiative 436, which will require employers to provide 1 hour of paid sick leave for every hour worked  According to the initiative’s campaign, over 250K Nebraskans currently lack paid sick leave. More than 1/3 full time and more than ¾ part-time employees  Initiative was supported by business community – recognizing that providing paid sick leave increases productivity, recruitment and lowers turnover  Example of organizations that supports workers' rights joining forces with members of the business community to effect positive policy change  Important to note here that Nebraska was joined by voters in Alaska and Missouri (all traditionally solid Republican states) in passing these progressive pro-worker policies.    This is proof that there are so many issues, legislative ideas and progress that can be made through initiative process, from equality to repro rights to democracy to flag choice.   Reminders and Resources   Ballot measure advocacy is a great way to support your organization’s mission by educating the public on the issues, building coalitions with other community groups, and making change.   The IRS considers supporting or opposing ballot measures a form of lobbying. Most states and some localities regulate ballot measure activities under their campaign finance law. Campaign finance rules may require registration and/or reporting if certain triggers or thresholds are met.  We have several ballot measure resources you can check out at afj.org, including our full-length guide, Seize the Initiative, and a number of state-specific resources, too. We also have resources to help you navigate the laws related to other forms of advocacy, such as post-election and transition advocacy, and assess your advocacy capacity as you make your action plan for next year. Check out our recently released advocacy playbook series for more information about the many types of c3-safe advocacy and examples that are specifically tailored for different issues.   Resources  Seize the Initiative: A

    18 min
  6. Individual Activity During Election Season

    10/30/2024

    Individual Activity During Election Season

    On today’s episode, we dive into rules surrounding partisan activities for employees of 501(c)(3) organizations. With the election just around the corner, we will give you some best practices for how to keep your 501(c)(3) safe from any partisan activity while you engage in electoral work as an individual.       Attorneys for this Episode Melissa Marichal Zayas  Brittany Hacker  Victor Rivera Labiosa    Shownotes  Rules for 501(c)(3) organizations   Remain nonpartisan when acting on behalf of your 501(c)(3)  Consider engaging in nonpartisan voter education and election protection activity  Best practice: Internal election season policy  Individual rules for 501(c)(3) employees, board members, and volunteers  Make clear what hat you are wearing  Avoid using org resources (email, printer, laptop, staff time)   Watch your social media activity  Scenarios  Supporting others running for office  Canvasing, phone banks, rallies  Online activity and social media accounts   Employees running for office    Resources  Election Checklist for 501(c)(3) Public Charities: Ensuring Election Year Advocacy Efforts Remain Nonpartisan  Practical Guidance: Nonprofit Voter Assistance series  Sample 501(c)(3) Organizational Policy for Election Season  Board Members and Election Year Activities   501(c)(3) Employees Running for Office  Election Activities for Individuals Associated with 501(c)(3)s   FAQ: Influencing Public Policy in the Digital Age

    15 min
  7. Ask Us Anything - Electionpalooza Edition

    10/16/2024

    Ask Us Anything - Electionpalooza Edition

    Election season is well underway and politics is everywhere. It's one of  our busiest time at Bolder Advocacy. On this episode, we bring you three of your questions to answer on the pod... it’s another round of Ask Us Anything, Electionpalooza Edition!   Lawyers for this episode Tim Mooney Susan Finkle Sourlis Monika Graham   Shownotes - Question: Presidential campaigns working with outside groups on door-to-door canvassing for their get-out-the-vote efforts— is this illegal coordination under federal election law? - Answer:    - Base coordination rules    - Exception to coordination rule: FEC AO 2024-01 states that scripts and canvassing literature are NOT public communications, and therefore consulting with candidates and parties is not illegal coordination.    - Both presidential campaigns are doing this, with one reportedly relying on it more than the other.    - This practice is likely happening in many federal races (Senate and House).    - Important: This is NOT available for 501(c)(3)s or for state/local candidates - Question: Can 501(c)(3) organizations comment on candidates or political parties in the context of an election? - Answer:    - Yes, but tread carefully.    - 501(c)(3) organizations must remain nonpartisan.    - Comments should have an independent, nonpartisan, non-election-related reason.    - Focus on the issue, not the candidate (e.g., correcting factual errors without discussing the candidate's attributes).    - Before responding, consider:      1. Decide who speaks on behalf of the organization.      2. Script responses to stay on message and avoid crossing any lines.      3. Avoid discussing qualifications or endorsing/opposing candidates.    - Example: Instead of “Voters should reject this misinformation,” say “Americans won’t stand for misinformation on public health issues.”    - Criticizing or praising incumbents is less risky, but avoid implying support or opposition for re-election. - Question: Can nonprofit staff support candidates and express their opinion? - Answer:    - Individuals have the right to participate and voice their own opinions when acting in their individual capacity.    - 501(c)(3) organizations must remain nonpartisan. This applies to staff, board members, and volunteers when acting on behalf of the organization.    - In official organizational events, staff should not engage in partisan activities (e.g., wearing a pro-candidate t-shirt).    - In their personal time, employees can:      - Participate in partisan election activity at home, online, or at rallies.      - Use their own resources (email, social media) and must act outside work hours.      - Put up lawn signs but not use them as Zoom backgrounds for organizational calls.      - Canvas for candidates on the weekends but not encourage others during the workweek.    - Every nonprofit needs a policy outlining the prohibition of using organizational resources for political activities.    - Alliance for Justice has an example of such a policy.   Resources Trister Ross memo on canvassing and coordination Election Activities of Individuals Associated With 501(c)(3) Organizations

    15 min
  8. Voter Assistance State Resources

    10/02/2024

    Voter Assistance State Resources

    With only a small handful of weeks remaining until the general election, you may be wondering about how you or your nonprofit can get involved in voter assistance activities such as providing rides to the polls, registering voters, and helping voters vote by mail. Would you be surprised that these activities are often regulated by both state and federal law? On this episode, we’ll discuss our Practical Guidance Voter Assistance resources series, created in partnership with Democracy Capacity Project, and explain some of the rules you should be thinking about in the final countdown to the big day.   Attorneys for this episode: Tim Mooney Natalie Ossenfort Victor Rivera   General Overview of Relevant Law ·      When engaging in any election-related activities there are several areas of law that your nonprofit should think about: o   Internal Revenue Code: explains the types of activities your nonprofit is allowed to engage in accordance with the tax code §  501(c)(3)s: Keep it nonpartisan. No support or opposition of candidates. Allowed to engage in campaigns for or against ballot initiatives, constitutional amendments, bond measures, city charter amendments. Just remember that this activity may count as lobbying at the federal level. §  501(c)(4)s; (c)(5)s, (c)(6)s: Partisan political activities as secondary activities of org §  PACs: Regulated by Section 527 of tax code. Partisan political work as focus, but different types of PACs may be restricted in terms of whether they can engage in coordinated vs. independent expenditures o   Other federal laws, including the Federal Election Campaign Act: always going to be relevant in elections with federal candidates on the ballot §  Provisional ballots available  even if they aren’t under state election laws (i.e. can vote provisionally for POTUS if there’s a dispute as to registration status and resolve that later) §  Accessible ballots required under the Help America Vote Act (HAVA). §  Uniformed and Overseas Citizens Absentee Voting Act (UOCAVA) requires states to provide absentee ballots for military personnel, their families, and U.S. citizens overseas in federal elections. §  Voting Rights Act (VRA) ·      requires jurisdictions with significant populations of non-English-speaking citizens to provide bilingual election materials and assistance, ensuring all voters can understand and participate in the process. ·      allows observers from the Department of Justice or the U.S. Commission on Civil Rights to monitor elections to ensure compliance with voting rights laws, especially in areas with a history of discrimination. o   State law: Often regulates §  Who, when, how you can register voters §  Who is eligible to vote-by-mail (and when) §  Line-warming activities designed to encourage voters to stay in line §  Rules for poll watchers §  Voter ID required in some states §  And more!   Practical Guidance Voter Assistance Series o   Focuses on state law, but also includes some federal law tips throughout o   (Questions answered include: o   How can our organization help people vote by mail? o   Can we help with a rides to the polls program? o   How can we help voters already at the polls? o   When might our work also trigger campaign finance laws? o   Can we advocate for a new polling place? o   Current states: o   Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Kentucky, Louisiana, Maine, Minnesota, Michigan, Mississippi, Nevada, New Hampshire, New Mexico, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Wisconsin o   Texas line-warming example o   Reminder that many states don’t have polling places (in traditional sense) since they’ve shifted focus to vote-by-mail. Resources: ·      Practical Guidance Voter Assistance Series: https://afj.org/bolder-advocacy/practical-guidance-nonprofit-voter-assistance-series/ ·      Rules of the Game: Guide to Election-Related Activities for 501(c)(3)s: https://afj.org/resource/the-rules-of-the-game-a-guide-to-election-related-activities-for-501c3-organizations/ ·      The Connection: https://afj.org/resource/the-connection-strategies-for-creating-and-operating-501c3s-501c4s-and-political-organizations/

    17 min
5
out of 5
25 Ratings

About

Nonprofits are important advocates on issues critical to every community, but sometimes the rules and regulations of advocacy can be barriers to entry. In Rules of the Game, Bolder Advocacy attorneys at Alliance for Justice use real examples to demystify these laws to help 501(c)(3) and 501(c)(4) nonprofits be bolder advocates, whether holding elected officials accountable, educating candidates, engaging voters, or lobbying for policy change.

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