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Private and public foundations can play an important role in advocacy by engaging in advocacy themselves and funding their grantees to advocate on their issues. After this workshop with Bolder Advocacy, your foundation will have a clear understanding of the kinds of advocacy activities you can safely engage in and best practices for grantmaking to give your grantees the most flexibility under the law for their advocacy efforts. Not sure how to make the case for funding advocacy? Uncertain whether you can fund grantees that lobby? Wondering whether your public or private foundation can speak out on a particular issue? This training answers these questions and more! The workshop is designed for foundation staff and trustees.
Participants will learn:
- Why public and private foundation should support advocacy;
- An overview of activities that constitute advocacy and public policy work;
- Various advocacy roles for foundations;
- The tax code’s definitions of lobbying;
- Activities that are exceptions to the definitions of lobbying, including those which private foundations can engage in;
- Rules for private and public foundation grants to nonprofits that lobby, including general support, specific project, and multi-year grants; and
- Grant agreement language that permits support for policy work.
This will be a virtual session; connection details will be provided upon registration.
This program is for members of the following philanthropy-serving organizations: Maryland Philanthropy Network, Council of New Jersey Grantmakers, Florida Philanthropic Network, Grantmakers of Western Pennsylvania, Philanthropy Wisconsin, NY Funders Alliance, and North Carolina Grantmakers.
Nonprofits can and should play an active role during elections, particularly by educating and activating voters. However, with important local, state and federal elections coming up this fall, nonprofits should take the time to remind their staff about appropriate activity during a political campaign or at any other time. This overview developed by Donors Forum provides important tips and examples of activities that are permissible for nonprofits during an election cycle.
United Philanthropy Forum is committed to advancing racial equity in philanthropy. We provide space for our members to connect, learn and share together on how to effectively address racial equity in their work as philanthropy-serving organizations (PSOs), and works to share our members’ learnings with the broader philanthropy field. As part of these efforts, we are pleased to share case stories from our members about their racial equity work.
Case Story
Funders Together to End Homelessness: A Racial Equity Learning Journey
Funders Together to End Homelessness began its racial equity journey in 2016. Its case story explains how the PSO named racial equity in its strategic plan and embarked on a learning journey together with its board, staff, and members to normalize the conversation about structural and historic racism and how it contributes to disparities in the homelessness system. The story also describes how Funders Together created a two-year community of practice, called Foundations for Racial Equity (FRE), that has been a critical part of its journey, and how its codified its racial equity work through the creation of its Commitment to Racial Equity.
Read Funders Together’s Case Story
Listen to Funders Together’s CEO Amanda Misiko Andere talk about her organization’s racial equity journey on an episode of the ForumNation podcast.
Case Story
Southeastern Council of Foundations: An Experiential Racial Equity Journey
In early 2018, the Southeastern Council of Foundations (SECF) along with its board undertook a racial equity learning journey in order to develop an Equity Framework that would describe and define SECF’s character, what it stood for, and what its leaders were willing to fight for. The decision to develop the Equity Framework was the culmination of years of work. SECF’s case story explains how the organization used data to inform the development of its Equity Framework, created an Equity Task Force to lead the effort of developing a Framework, and engaged board, staff and Task Force members in a racial equity learning journey.
Listen to SECF’s President & CEO Janine talk about her organization’s racial equity journey on an episode of the ForumNation podcast.
We are pleased to share the Newark Philanthropic Liaison's latest Report to the Field. In 2023, we were proud of the multiple opportunities we had to spotlight the Council of New Jersey Grantmakers' leadership in starting and continuing this innovative model. Partners from across the country, from Philanthropy Serving Organizations (PSOs) to state and local governments, are considering the creation of a role similar to the Newark Liaison. Now more than ever, it is through partnerships that we will achieve our biggest collective goals in our sector.
Our Report to the Field for 2024 showcases an array of examples of public private partnerships launched in Newark with the collaboration of multiple partners. The Liaison led efforts to secure new funds for innovative solutions to homelessness, new approaches to economic security, increased access to programs for residents, and enhanced equity and access in our educational system. The Newark funding community took advantage of our Newark Funder Affinity Group meetings to structure an exciting new program to support Newark nonprofits through the lens of trust-based philanthropy. We remain fortunate to work in an environment of collaboration and alignment in Newark.