Resources in Lobbying

 

1976 Law Governing Charity Lobbying | Direct Link

This article explains the most important provisions of the 1976 lobbying law as it pertains to charities.

Key Terms: advocacy, Form 5768, IRS, legal consideration, lobbying regulations

Author: Center for Lobbying in the Public Interest | Published: 2002


501(h) Election | Direct Link

This article explains the distinction between the 501(h) election and the insubstantial part test for lobbying activities. It explains the legal limits of nonprofit lobbying.

Key Terms: 1976 Lobby Law, advocacy, election, Form 5768, legal consideration, limits, lobbying regulations, substantial part test

Author: Nonprofit Coordinating Committee of New York, Inc. | Published: 2002


501(h) Election Form: IRS Form 5768 | Direct Link

This form is used by a nonprofits to elect the use of the expenditure test rather than be limited to an insubstantial amount of lobbying.

Key Terms: 501(h), advocacy, election, Form 5768, IRS, legal consideration, lobbying regulation, substantial part test

Author: Internal Revenue Service (IRS) | Published: 2003

Pitfall:

Engaging in Lobbying without Having Thoroughly Evaluated the Benefits of Filing IRS Form 5768

Advice on Advocacy from the American Association of Museums | Direct Link

This article gives advice on how to engage the attention of political leaders. Though referring to advocacy on museum issues, these tips are helpful when crafting an advocacy plan or planning a meeting on any matter.

Key Terms: advocacy, advocacy plan, elected officials, issue briefs, legislator, lobbying

Author: Idealist.org | Published: 2002


Advocacy and Lobbying by Nonprofit Organizations | Direct Link

This is a PowerPoint presentation which provides a broad overview of regulations in the Internal Revenue Code related to lobbying and advocacy by nonprofits. It includes a discussion of how foundations can support nonprofit advocacy.

Key Terms: 501 (h), advocacy, IRS, legal consideration, lobbying regulation, political activity

Author: Manzo, Peter B. | Published: 2001

Preferred Practice:

Recognize What Daily Activities Constitute Lobbying

Know That A 501(c)(3) Nonprofit Can Engage in Unlimited Educational Activities

Pitfall:

Not Having a Comprehensive, Balanced Approach in Your Advocacy Campaign

Being Fearful of Losing Your Tax Exemption Because of Lobbying Activities by Your Nonprofit

Relying on an Outside Lobbyist for Most of Your Advocacy Activities

Limiting Your Impact by Not Clearly Distinguishing Lobbying Activities from Advocacy Activities

Engaging in Lobbying without Having Thoroughly Evaluated the Benefits of Filing IRS Form 5768

Advocacy and Lobbying Toolkit | Direct Link

This toolkit offers tools and resources for effective advocacy media relations. The Web site offers sample letters, media alerts, communication models, and more.

Key Terms: advocacy, communication correspondence, congress, lobbying, media relations

Author: Connecticut Association of Nonprofits

Preferred Practice:

Recognize What Daily Activities Constitute Lobbying

Use An Outside Lobbyist As Part of Your Advocacy Campaign

Promote News Stories, Editorials, Op-Ed Pieces, and Letters to the Editor in Support of Your Position

Pitfall:

Not Having a Comprehensive, Balanced Approach in Your Advocacy Campaign

Being Fearful of Losing Your Tax Exemption Because of Lobbying Activities by Your Nonprofit

Relying on an Outside Lobbyist for Most of Your Advocacy Activities

Limiting Your Impact by Not Clearly Distinguishing Lobbying Activities from Advocacy Activities

Advocacy Classroom | Direct Link

This course teaches communication, lobbying, research, and many more skills needed to become an effective advocate.

Key Terms: advocacy, communication, congress, effective communication, lobby, lobbying, media relations, message, political system

Author: Vance, Stephanie

Preferred Practice:

Use An Outside Lobbyist As Part of Your Advocacy Campaign

Pitfall:

Relying on an Outside Lobbyist for Most of Your Advocacy Activities

Limiting Your Impact by Not Clearly Distinguishing Lobbying Activities from Advocacy Activities

Advocacy Without Fear | Direct Link

This article provides an overview of how nonprofits can lobby without fear of losing tax exemption.

Key Terms: advocacy, IRS, legal consideration, lobbying, lobbying regulation, Section 501(h) election

Author: Nonprofit Coordinating Committee of New York, Inc. | Published: 2001

Preferred Practice:

Know That A 501(c)(3) Nonprofit Can Engage in Unlimited Educational Activities

Pitfall:

Being Fearful of Losing Your Tax Exemption Because of Lobbying Activities by Your Nonprofit

Are There Restrictions on the Amount of Lobbying a Nonprofit Organization Can Do? | Direct Link

This article explains how nonprofits are limited in the amount of lobbying they can conduct. It discusses the two rules which the IRS uses to evaluate an organization's lobbying activities, the insubstantial part test and the expenditure test.

Key Terms: 501(h) test, advocacy, expenditures, legal considerations, lobbying regulations, substantial part test

Author: Center For Nonprofit Management | Published: 2003

Preferred Practice:

If Not Electing the Expenditure Test, Tracking Advocacy Activities of Your Volunteers Becomes Very Important

Recognize What Daily Activities Constitute Lobbying

Pitfall:

Limiting Your Impact by Not Clearly Distinguishing Lobbying Activities from Advocacy Activities

Barriers to Policy Engagement | Direct Link

This article explains ways that nonprofits can use privately donated money to fund lobbying, and how foundations can make general operating support grants to enable this activity. It also addresses the need to increase staff skills to advocate for policy change.

Key Terms: advocacy, budget, earmark grants, legal consideration, lobbying, lobbying regulation, political action

Author: Boney, Ret | Published: 2006