Clear all

11 results found

reorder grid_view

Case Studies: Considering Starting a 501C4?

February 1, 2017

Deciding whether—or when—to establish a 501(c)(4) organization is never an easy decision. Questions about purpose, scope, funding, perception, timing, and legal compliance all come into play. There are few definitive "right" and "wrong" answers. Each group needs to determine what is right for it. These case studies describe how three different groups, with different structures, needs, and pressures, answered the questions for themselves.

501C4 Strategy and Discussion Guide

December 1, 2016

This Strategy and Discussion Guide has been developed for individuals, organizations, and funders interested in starting 501(c)(4) organizations. It discusses the strategic questions that must be considered in determining whether, when, and for what purpose(s) to create a (c)(4). 

Primer on Social Welfare Organizations: Using 501C4 Organizations for Good

September 1, 2016

501c4 organizations remain a vital tool for nonprofits and foundations seeking to shape policy outcomes that benefit constituencies and communities that too often go unheard. This publication explores the special role 501c4 groups can play within the nonprofit and philanthropic communities, and within our political system, and has been written to dispel myths and encourage their thoughtful use within the democratic process.

The Connection: Strategies for Creating and Operating 501(c)(3)s, 501(c)(4)s and Political Organizations - Third Edition

September 1, 2012

The third edition of "The Connection" explains the different roles and functions of charities, social welfare organizations, PACs and other types of nonprofits. We clarify the federal rules and illuminate the ways these organizations can work together to accomplish common goals. The third edition reflects the fundamental changes that have occurred in the wake of the Supreme Court's 2010 decision in Citizens United v. Federal Election Commission, allowing corporations and labor unions to make independent expenditures, and the decision by the U.S. Court of Appeals in Speech/Now v. Federal Election Commission permitting a new generation of independent expenditure PACs.

Alliance for Justice Advocacy Capacity Tool (ACT)

May 1, 2012

This tool assesses the organizational capacity and specifically measures the advocacy capacity of a prospective or current grantee. The tool includes 18 indicators divided into four categories: advocacy goals, plans and strategies; conducting advocacy; advocacy avenues; and organizational operations to sustain advocacy. The tool describes capacities to which an organization should aspire if it wants to institutionalize its advocacy work. Sample measures include "the organization has a well written agenda, adopted by its board, that identifies the organization's priorities (such as issue priorities) for legislative and other types of advocacy."

The Connection: Strategies for Creating and Operating 501(c)(3)s, 501(c)(4)s, and Political Organizations

January 1, 2012

Sections discuss the different types of exempt organizations and what they can do, lobbying and political activities, establishment and operation, rules governing activities of political organizations, separate segregated funds (SSFs), and establishing Super PACs. Appendix includes a model grant agreement from 501(c)(3) to 501(c)(4).

Influencing Public Policy in the Digital Age: The Law of Online Lobbying and Election-Related Activities

September 19, 2011

Examines what is permissible for 501(c)(3)s, 501(c)(4)s, and 527s in using social media, blogs, e-mail lists, Web sites, social networking sites, and other communication technologies under laws that govern advocacy and political activity by nonprofits.

Power Amidst Renewal: Foundation Support for Sustaining Advocacy After Disasters

September 21, 2010

Follows up a 2007 report on the effectiveness of foundations and nonprofits in advocating for systemic changes in the Gulf Coast and lessons learned. Calls for collaboration, regionalizing agendas, and integrating advocacy into missions and grant periods.

Words to Give By: Leading Voices in Advocacy Funding

August 5, 2008

Presents excerpts from 23 interviews conducted with philanthropic leaders. Based on their wide and varied experiences, these experts collectively discuss lessons learned around making social change happen, identifying advocacy activities to support, and ensuring these efforts result in long-term community benefits.

Power Amidst Chaos: Foundation Support for Advocacy Related to Disasters

December 31, 2007

Lays out principles for funding effective disaster-related advocacy: build robust civic sectors before disasters hit, support local groups that give voice to vulnerable populations, and establish strong organizations that can advocate for the long term.

Investing in Change: A Funder’s Guide to Supporting Advocacy

December 31, 2004

Nonprofits, including all foundations and public charities, have championed many of the most important advances we enjoy in our society today. Without their leadership and advocacy efforts, we would not have achieved our vast environmental and consumer protections or won the civil rights and women's rights struggles of the last century.These organizations promote changes in government, industry, and other institutions in order to affect the lives of ordinary people in America and around the world. They provide a mechanism for people to confront important issues in their families and communities, and empower them to make needed changes. Nonprofits amplify the voices of underrepresented members of our society. They tackle the seemingly unsolvable problems that government and business avoid. They regularly immerse themselves in the public policy arena through tireless advocacy on behalf of the causes they champion.But they could not do all of this alone. None of this work would be possible without foundation support.Foundation resources—in the form of financial support,   formation, organizing, convening and more—enable nonprofit organizations to shape public policy and conduct powerful advocacy work. Investing in Change: A Funder's Guide to Supporting Advocacy provides an indepth discussion of the various roles foundations can play in the advocacy process.