Rules of the Game: The Bolder Advocacy Podcast
On this edition we chat with Nonprofit Vote Executive Director Brian Miller about the organization’s efforts to expand nonpartisan voter engagement, the fascinating findings in its latest , and the challenges and strategies for a successful nonpartisan campaign. On this episode Tim Mooney Quyen Tu Special Guest - Brian Miller, Executive Director, · Introduction · About Nonprofit Vote · National organization providing resources and training to help nonprofits engage...
info_outline Can We Rent (Or Share) That?Rules of the Game: The Bolder Advocacy Podcast
On this episode, we will discuss how nonprofits can respond when they are asked to share their resources with others. Whether it’s data, a mailing list, office space, or something else of value, your nonprofit needs to know what to do when asked to share its assets with other people and groups. And guess what! Your organization’s tax status will come into play. If you’re a 501(c)(3), you need to be particularly careful, especially when interacting with non-(c)(3)s. We’ll dive in deep and answer the question “Can We Rent (or Share) That?” in the minutes to come. Our Attorneys...
info_outline Ballot Measure Advocacy Takeaways from the 2024 BISC ConferenceRules of the Game: The Bolder Advocacy Podcast
On this special edition from the BISC (Ballot Initiative Strategy Center) Road Ahead 2024 conference held in Las Vegas, we bring our takeaways from our sessions on ballot measure advocacy, including handling misinformation, tips on campaigning, garnering cross-ideological support and more. Lawyers on this episode: Sarah Efthymiou Tim Mooney Handling misinformation in ballot measure campaigns - Strategies to counter misinformation and disinformation. - Focus on highlighting correct information rather than amplifying incorrect details. How...
info_outline Election Season Advocacy: What Your Foundation Needs to KnowRules of the Game: The Bolder Advocacy Podcast
Guess What! It’s 2024, which means we have a BIG election on the horizon. Not only will voters take to the polls to decide who will be our next President, but they’ll also be invited to speak their voice in relation to ballot measures and down ballot races that will impact our laws and determine who will represent us in local government, state legislatures, Congress, the courts, and more! With so much at stake, many private and public foundations may be curious whether they have a role to play. The answer is YES! And, this episode of the podcast will discuss the rules foundations need to...
info_outline Ask Us AnythingRules of the Game: The Bolder Advocacy Podcast
On this edition, we answer some of those “greatest hits” questions we always talk about in the intro every week. And since we have primaries and spring elections coming up, we decided to do an all-elections episode to get you ready for your election season advocacy. Lawyers for this Episode Sarah Efthymiou Susan Finkle Sourlis Tim Mooney Shownotes “Can our 501(c)(3) invite a candidate to speak at our fundraising event?” “In Oregon, we have 5 of our 7 Supreme Court seats up for election this spring, but since the candidates are nonpartisan I was wondering if our...
info_outline Bold AF with Vu LeRules of the Game: The Bolder Advocacy Podcast
For our 100th episode, we are excited to chat with the incomparable Vu Le of . Vu brings his unique blend of insight, humor, and a pinch of provocation to the table, all wrapped up in the perspectives you've come to know from his writing. Vu is a treasure trove of wisdom for the nonprofit world and his takes are all his own and don't necessarily reflect those of Alliance for Justice. A huge thank you for listening (and occasionally watching) our brand of spicy tax law for these 100 episodes, and what a better way to celebrate than with a guest who's not afraid to shake things up all in the...
info_outline The ConnectionRules of the Game: The Bolder Advocacy Podcast
On this episode, we discuss The Connection, Bolder Advocacy’s go-to guide on how to create and operate 501(c)(3)s, 501(c)(4)s, and political organizations. In 2024, we release our 5th edition of The Connection and include several important updates your nonprofit needs to know about as we move into a contentious election season. If your nonprofit has questions about how to safely operate affiliated organizations or how to boost civic engagement in coalition with organizations that have a different tax-exempt status than your own, The Connection has the answers. Attorneys for this show...
info_outline Grassroots AdvocacyRules of the Game: The Bolder Advocacy Podcast
Exploring grassroots advocacy and the various activities that grassroots organizations can use to advance their mission and bring about positive policy change. Attorneys for this Episode Monika Graham Natalie Ossenfort Victor Rivera Shownotes Introduction Issue Advocacy and Lobbying Rallies, Town Halls, and Community Mobilization Persuading Elected Officials Advocacy Days and Lobbying Ballot Measures and Elections Commenting on Candidates and Campaigns Get Out the Vote Campaigns Spotlight: Grassroots Organizations Resources and...
info_outline Nonpartisan Election Year AdvocacyRules of the Game: The Bolder Advocacy Podcast
On this episode, we discuss best practices for 501(c)(3) public charities conducting advocacy and nonpartisan activities, like get out the vote or voter education activities during an election year. Election year is upon us and the presidential primaries and caucuses, and primaries for other elected offices are starting to take place and will continue through the November General election. Attorneys for this show Monika Graham, Susan Finkle-Sourlis, and Leslie Barnes Show Notes · May 501c3 public charities advocate in an election year? How can a public...
info_outline Ballot Measure InsightsRules of the Game: The Bolder Advocacy Podcast
On this edition, we're thrilled to welcome from Elias Law Group, bringing her fresh perspective after successfully guiding clients to victory in the critical 2023 Ohio reproductive rights ballot measure fight. Emma will help shed light on the essential considerations for tax-exempt organizations before taking the plunge into a ballot measure campaign. Attorneys for this Episode Quyen Tu Tim Mooney Shownotes · Introducing Emma · Lessons from Ohio: o Progressives can work together to protect...
info_outlineOn this edition, we revisit PACs by talking about three different categories you run into every election cycle. What makes a Super PAC super? What can a traditional PAC do? And will the IRS revoke your tax-exempt status if your charity has to register or form a ballot measure PAC? We’re delving into PAC taxonomy to answer these questions today!
Lawyers for this episode
Tim Mooney
Susan Finkle Sourlis
Quyen Tu
Shownotes
Defining the various types of PACs. We came up with two approaches.
1. What activity you want to undertake?
2. What kind of money you want to raise and in what amount?
What is your priority? If you want the most freedom in activities, then there are more restrictions on fundraising or vice versa.
We’re covering three types of PACs:
1. Super PACs sometimes called IE PACs
2. Traditional PACs (could be state or federal)
3. Ballot Measure PACs
Resources
Seize the Initiative: A Legal Guide on Ballot Measures for Nonprofits and Foundations
Ballot Measures and Recalls: Basic Rules for 501(c)(3) Public Charities, 501(c)(4)s, and Unions
501(c)(3) Public Charities and Ballot Measures
Ballot Measures Toolkit (compilation of resources)
Nonprofit Requirements for California Ballot Measures (flow chart)
Ballot Initiatives: How Nonprofits Can Stand Up for Direct Democracy (blog)
A New Future for Reproductive Rights: Ohio’s Critical Elections (blog)
Nonprofit Coalition Helps Extend Health Insurance Coverage to 90,000 Nebraskans (blog)
Ballot Measure Committees: Campaign and Registration Requirements (California Secretary of State)
What is a California Ballot Measure Committee? (from the Fair Political Practices Commission)