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Ask Us Anything - Electionpalooza Edition

Rules of the Game: The Bolder Advocacy Podcast

Release Date: 10/16/2024

Voter Protection and Assistance show art Voter Protection and Assistance

Rules of the Game: The Bolder Advocacy Podcast

In this episode, we break down practical ways nonprofits can help voters navigate the electoral process—from answering questions and monitoring polling places to helping voters understand their options and addressing problems that arise before, during, and after Election Day. Remember, the goal is to help eligible voters participate in the voting process without putting a 501(c)(3)’s tax-exempt status at risk.  The Golden Rule: 501(c)(3)s Must Remain Nonpartisan  501(c)(3) public charities are absolutely prohibited from directly or indirectly participating or intervening in...

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SCOTUS Term Preview show art SCOTUS Term Preview

Rules of the Game: The Bolder Advocacy Podcast

On this episode, we have a special guest from the AFJ Justice team. We are joined by our colleague Morgan Flitt an Alliance for Justice Senior Dorot Fellow. With Morgan we will be covering the upcoming cases that will be heard by the US Supreme Court this session. Many of these cases – affect everyday people and the issues they care about,  climate change, gun rights, voting, immigration and LGBTQ+ rights. Then we will talk about how nonprofits can get involved with supreme court advocacy, nominees, and more while staying nonpartisan and being mindful of lobbying limits....

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Election Coalitions show art Election Coalitions

Rules of the Game: The Bolder Advocacy Podcast

It’s mid-September and we are in the thick of election season. Ballots are going out, early voting is around the corner and many of you are working in coalitions on nonpartisan voter engagement. On this episode, we talk about what election coalitions are, why they’re important and best practices for (c)(3)s and (c)(4)s that are in them.  Attorneys for this Episode Susan Finkle Sourlis Quyen Tu Tim Mooney Shownotes Coalition Overview •       Definition of Coalition: Fully separate organizations with common goals, coming together for a set purpose ...

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Can We Share That? show art Can We Share That?

Rules of the Game: The Bolder Advocacy Podcast

Working in coalition is one of the nonprofit sector’s greatest strengths and can be especially powerful during election season. With the midterm elections around the corner, now is a good time for organizations to revisit their plans for election-related advocacy, including voter engagement, candidate education, and issue advocacy. A 501(c)(3) can collaborate with a 501(c)(4) and other nonprofits to advance common goals, pool resources, and build momentum. The key is knowing where collaboration ends and organizational boundaries begin, so allocate resources fairly, document cost-sharing...

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Get Out the Vote show art Get Out the Vote

Rules of the Game: The Bolder Advocacy Podcast

Get Out the Vote (GOTV) efforts are one of the most impactful ways 501(c)(3) public charities can strengthen civic participation and help ensure communities have the tools and information they need to make their voices heard. From voter registration and education to reminders and access assistance, (c)(3) organizations can play an important role in helping people navigate the voting process while remaining nonpartisan. On this episode, we explore best practices for designing effective GOTV efforts, including how nonprofits can engage their communities, train staff and volunteers, and navigate...

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Charitable Solicitation show art Charitable Solicitation

Rules of the Game: The Bolder Advocacy Podcast

On today’s episode we will cover Charitable Solicitation Registration! If your nonprofit asks people for donations, you probably need to register with state regulators before you make the ask, and the rules are different in every state. We’ll break down what charitable solicitation is, how it differs from your IRS tax-exempt status, what the most common misconceptions are, and what organizations should do to stay compliant with these laws. Today we are thrilled to be joined by our BA Summer Legal intern, Lina Zuluaga. On this Episode Brittany Leonard Tim Mooney Lina Zuluaga (Legal Intern)...

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Forming a 501(c)(4) show art Forming a 501(c)(4)

Rules of the Game: The Bolder Advocacy Podcast

This week we are talking about 501(c)(4)s, or social welfare organizations. What are the advantages to starting one?  How are they different than 501(c)(3)s and other types of nonprofits? And what are the important considerations when determining if a 501(c)(4) would be a good vehicle to use to conduct the types of activities you are hoping to engage in to achieve your mission? If you are curious about 501(c)(4)s, what they can do, and how they operate... this podcast episode is for you. Attorneys for this Episode Natalie Ossenfort Susan Finkle Sourlis Quyen Tu Shownotes Scenario: ...

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What Nonprofits Need to Know About Nominations show art What Nonprofits Need to Know About Nominations

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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State of Advocacy: Legislative Update show art State of Advocacy: Legislative Update

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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How Philanthropy is Meeting the Moment show art How Philanthropy is Meeting the Moment

Rules of the Game: The Bolder Advocacy Podcast

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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More Episodes

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