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Politically Motivated Attacks

Rules of the Game: The Bolder Advocacy Podcast

Release Date: 07/10/2024

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Rules of the Game: The Bolder Advocacy Podcast

After the Supreme Court wrapped up its latest term, we thought it would be a good idea to revisit the unique opportunities 501(c)(3) public charities have to advocate in favor of or against specific nominations made by the Executive Branch that require confirmation from a legislative body. On this episode, we explore the nomination process for key positions and give you some best practices on how to ensure your organization can effectively (and legally) advocate for specific nominees. Shownotes: ·      Nomination advocacy often qualifies as lobbying (Internal...

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Rules of the Game: The Bolder Advocacy Podcast

On today’s episode, we are breaking down the 2026 state legislative season and how the landscape affecting nonprofit advocacy is shifting across the country. We are recording this in mid-June, and while most states have wrapped up for the year, not all have, so you are going to want to look at your state to get a sense of what’s enacted, what’s moving, and what’s dead. What we’re seeing this year is not just incremental change, but a rapid expansion of state-level regulation over campaign finance, ballot measures, voter access, and increasingly, what we are calling foreign influence...

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This week, we are diving into the world of philanthropy. We are thrilled to be joined by Matthew L. Evans from the United Philanthropy Forum who will help us understand how philanthropy is evolving to meet this moment and what challenges and opportunities we are seeing for funders and philanthropy infrastructure organizations.      Guests for this episode  Brittany Hacker Leonard  Tim Mooney  Matthew L. Evans      Shownotes  Matthew L. Evans is the United Philanthropy Forum’s VP of Advocacy and External Relations....

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Employees and volunteers of public charities often participate in the political and democratic process in ways that connect to their organization’s mission. While a 501(c)(3) cannot engage in partisan activity, individuals don’t give up their First Amendment rights when they are staff, board members, or volunteers of a public charity. In our last episode, we talked about candidate appearances at charitable events. But what if the call is coming from inside the house? In this episode, we’ll share some practical tips and best practices to help you engage in electoral work as an individual...

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When nonprofits speak out on issues in the public square, the line between education and electioneering can get blurry – especially during election season. On this episode of Rules of the Game, we break down what the law allows when organizations comment on statements made by candidates and campaigns, and how those rules shift when addressing the actions of incumbents who may also be on the ballot. From issue advocacy to the risk of impermissible political intervention, we walk through practical scenarios and key guardrails to help your nonprofit stay compliant while engaging in advocacy to...

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Rules of the Game: The Bolder Advocacy Podcast

With direct democracy becoming more important than ever in this political climate, we thought it was a good time to revisit ballot measures. From local park bonds to important state constitutional amendments, ballot measures have become important tools for policymaking, and nonprofits often play a huge role in supporting and opposing them. On this episode we do a deep dive on the details and how you can get involved.   Attorneys for this episode Susan Finkle Sourlis Tim Mooney Natalie Ossenfort          Shownotes What Are Ballot Measures, and Why...

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Rules of the Game: The Bolder Advocacy Podcast

  On this episode of Rules of the Game, we dive into some of the most common – and pressing – questions we hear on our free nonprofit advocacy technical assistance hotline. From whether foundation funding can support voter registration efforts, to what nonprofits should know when attending rallies and advocating around local law enforcement cooperation with ICE, we break down the rules and offer practical guidance you can use to enhance your organization’s advocacy and community participation in elections and other public policy activities. We’ll discuss real world...

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Rules of the Game: The Bolder Advocacy Podcast

Legislative season is underway, and we’re seeing a wave of proposals that could significantly reshape the operating environment for nonprofits and advocacy organizations. We’re tracking over 1,000 bills across the country, and while some of them do positive things, like make improvements to our electoral system or increase voter turnout, unfortunately, most of these measures are taking aim at impactful nonprofit advocacy. These proposals collectively reflect an erosion of the civic space in the nonprofit ecosystem. We’re here to break down some of the key trends and help you stay...

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Rules of the Game: The Bolder Advocacy Podcast

On this edition, we open up the docket and get an update on the variety of court cases that impact tax-exempt organizations and their ability to advocate on the issues they care about. And to help with that, we’re joined once again by friend of the pod Emma Olson Sharkey from Elias Law Group to help demystify what’s happening in the courts and how it might impact you and your work. Attorneys for this episode Brittany Hacker Leonard Tim Mooney Emma Olson Sharkey – Elias Law Group Shownotes 501(c)(4) political activity Freedom Path, Inc. v. IRS  (D.D.C.) Memorial Hermann Accountable...

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Political attacks on nonprofit organizations can come in many forms, including legal challenges or public smear campaigns. Given the current political climate, organizations that engage in policy reform and election season advocacy are coming under increased scrutiny. As a result, it is crucial to be proactive and develop a comprehensive strategy to safeguard your organization’s reputation and operations. On this episode, we will discuss how your organization can ready itself in advance of potential politically motivated attacks. 

 

Lawyers for this Episode 

Monika Graham 

Susan Finkel-Sourlis 

Natalie Ossenfort 

 

Threats Directed at Nonprofit Organizations: 

  1. Attempting to Criminalize Social Services 

  • Texas Attorney General launched investigation of an organization that provides services to the immigrant community 

  • 3 Activists in Georgia were arrested after their organization’s charitable bail fund posted bond for individuals who protested against Atlanta’s “Cop City.”  

  1. Congress Conducting Increased Investigations of Nonprofit Organizations 

  • Ways and Means Committee issued Request for Information (RFI) asking responders to identify groups they believe are using voter registration and education to sway the outcome of candidate elections 

  • In May 2024, House Oversight and Accountability Committee Chairman James Comer and Committee on Education and the Workforce Chairwoman Virginia Foxx launched an investigation into the funding sources of about 20 organizations that have funded recent anti-Israel demonstrations across U.S. college campuses 

  1. Using Repressive Tactics to Discourage Public Participation 

  • 3 organizers arrested and charged with a misdemeanor obstruction of highway or other passageway after the peacefully marched in protest of a confederate monument 

  • 79 people arrested and charged with criminal trespass for participating in a protest at the University of Texas 

  • Incorrect or purposely distributing misinformation around elections.  

  1. Other threats include organizations being covertly contacted by those who want to catch them “red-handed” in an illegal act, doxxing, and more!  

Tips for Preparation: 

  1. Adopt Clear Organizational Policies: 

  • Organizations should adopt policies regarding nonprofit activities, communications, and responses to political issues. 

  • Ensure that all staff and board members are trained and aware of these policies, and maintain copies of signed policies for your records. 

  1. It is a best practice to include these policies in your employee handbook and to require signature during employee onboarding. 

  1. If you don’t already have policies in place, consider their adoption. 

  • Election season policy to establish expectations for staff when acting on behalf of the organization vs. in their individual capacity 

  • Social Media Policy, including information on how to maintain boundaries between work-related and personal use of social media 

 

  1. Prepare Staff and Volunteers: 

  • Review and understand the rules for engaging in advocacy, including lobbying and election season advocacy. This should include a review of local, state, and federal laws that may apply to your organization’s activities.  

  1. Schedule training for your team so that everyone is on the same page and understands how to properly track, report, and engage in important public policy and election-related activities. 

  1. If training is not an option, encourage your staff to review nonprofit advocacy rules on their own time (see resource suggestions below).  

  • Train staff on how to deal with questions 

  • Don’t let anyone pressure you to say something you don’t want to state. 

  • Let your staff know that it is always better to report any suspicious activity, and identify who staff should notify if they suspect that something is awry. 

  • Have a legal response plan in place that designates legal counsel to address potential challenges swiftly and an organizational leader, who is authorized to respond to accusations made against your nonprofit. 

  • Consider requiring staff to participate in IT trainings designed to increase their awareness of potential online threats. 

 

  1. Keep Good Records & Remember to Report: 

  • Keep accurate and complete records, and ensure your filings are in order.  

  1. Nonprofits should carefully track their lobbying, ballot measure advocacy, and other projects to comply with lobbying limits and ensure accurate reporting to the IRS and relevant state and local authorities. 

  1. Remember to timely and accurately file any required lobbying disclosure reports, campaign finance (e.g. ballot measure) reports, and your organization’s annual exempt organization return (990).  

  • Check out our resource entitled Keeping Track" to make sure staff are trained to properly track their time. 

 

  1. If you are attacked, stay calm.                     

  • Reassure board members, staff, volunteers, and supporters that you are diligently gathering the facts. 

  • Share information with your coalition partners and allies so they are not caught off-guard and can prepare for questions that may arise. 

  • Go back to your response plan, and put it into action. 

 

Resources