Wednesday, August 8, 2012

Our Nonprofits Role in Political Activity: Ideas to Consider

Food for thought offered by the National Council of Nonprofits about our involvement in political activity:

The Underutilized – Yet Vital – Role of America’s Charitable Nonprofits 
by Tim Delaney, President & CEO

I just returned from London, where I had the good fortune of meeting with nonprofit leaders from several countries and soaking up English history, culture, and (of course) rain. Whether learning about nonprofit trends elsewhere from international colleagues, listening to debates in both Houses of Parliament, touring the British Museum, or even just walking London’s streets, I couldn’t help but constantly compare home and abroad.

First thing up for comparison was language. One odd term (to me) was calling a meeting a “consultation.” Another particular language difference caught my ear: Europeans engage in “campaigning” rather than “lobbying.” That startled me at first, because here “campaigning” normally means partisan political activity that expresses support for or opposition to a candidate for public office, which nonprofits in our country clearly can’t do. Later, when hearing peers describe how laws in many countries were so complex as to discourage nonprofits from engaging in certain activities, I realized that is how U.S. laws operate regarding many core democracy-building activities: our federal laws allow nonprofits to both lobby and encourage participation in elections, but those laws appear so complex that they frighten too many away.

That insight dialed up a trend I have noticed in the U.S.: nonprofit capacity-builders often shy away from external policy matters because they hear terms that sound like a foreign language to them. Similarly, nonprofit policy advocates frequently flee internal discussions about topics like finances, HR, and IT (activities that capacity-builders deal with daily) because terms used are less familiar to them. Yet our sector can’t be effective in serving our communities if we over-specialize and compartmentalize like this. We all need to have a basic understanding of our sector’s vital role in building democracy – and then operationalize our role as champions for our communities.

After all, as revealed in the now-classic Forces for Good, high-impact nonprofits both deliver services AND work with government and advocate for policy change to accomplish their missions. Indeed, as the Minnesota Participation Project (an initiative of the Minnesota Council of Nonprofits) reminds us in this article, Election Cycle Dos and Don’ts, charitable nonprofits are uniquely positioned to nurture democracy.

Another item begging for comparison was public transportation. London’s constant whirl of buses and subways magically achieved their basic purpose of moving oodles of people. Then at night, it seemed advanced drivers would climb aboard the double-decker buses and push them full-throttle, while still safely navigating their behemoths along crowded, narrow streets. But while aboard an open-topped double-decker bus that had to take a sudden detour, I saw some tourists slapped in the face by an unanticipated tree branch (which I fortunately ducked under).

These three ways of moving people – basic, advanced, and popped-in-the-face – also made me think of how we can safely move nonprofits to greater engagement in promoting democracy.

Basic
These activities are so basic, safe, and important that all nonprofits ought to engage in them. Simply remember to remain strictly nonpartisan in these activities. Just as public buses don’t just board only Democrats or Republicans, the goal here is to move more people to the polls; once people arrive there they can choose their own destination.

  • Educate and empower. Your nonprofit touches many people. Imagine if each person voted. In California, CalNonprofits has launched an effort – the Vote with Your Mission campaign – to have 100% of eligible nonprofit staff members, board members, and volunteers vote. Start your own effort to get everyone associated with your nonprofit to vote! 
  • Register Voters. NonprofitVOTE provides everything you need so that your nonprofit can roll out a successful (and legal) voter registration campaign: from a planning checklist to a downloadable voter participation starter kit, it’s all there.
Advanced
In good conscience, I wouldn’t encourage inexperienced drivers to drive a massive double-decker bus through crowded streets. The Center for Lobbying in the Public Interest (CLPI) provides an excellent "roadmap" for election-related activities that are legal and safe – provided you have experienced advisors accustomed to navigating the particular requirements of the law.
  • Create a Candidate Questionnaire. Here’s a powerful sample questionnaire from the North Carolina Center for Nonprofits. The great thing about candidate questionnaires is that they require all of the candidates to give focused consideration to nonprofit issues. Plus, it’s a unique way to educate future officeholders (see Qs 4, 6, 10 in NC sample). This article from The NonProfit Times provides tips on creating unbiased, informational candidate questionnaires.
  • Host a Candidate Forum. Inviting all candidates (remember to remain nonpartisan!) to a candidate forum is a great way to make it easy for your community to learn about the candidates. As a neutral broker, with the best interests of the community in mind, your nonprofit has the opportunity to increase public understanding of the issues affecting your community. Here are tips for hosting candidate forums, including what to do when a campaign comes knocking, courtesy of NonprofitVOTE.

Avoid Getting Popped
The IRS has published materials that make clear that nonprofits may legally engage in nonpartisan election-related activities. But those same materials point out that if the nonprofit moves beyond being strictly nonpartisan, there can be serious consequences. Unfortunately, too many nonprofits freeze when learning about possible “serious consequences,” without ever considering the bountiful community benefits. That’s akin to hiding under the covers quivering in fear that if you get on a plane to London it might get hit by lightning.

  • Remain Nonpartisan. Nonprofits have plenty of room – and responsibility – to serve their constituents and communities by encouraging people to use their voices at the ballot box. The main thing to remember to avoid being popped is to pay attention to what it means to remain nonpartisan. 
  • Proactive Protections. Consider adopting a political activity policy to keep your nonprofit, board, and staff aware of the importance of remaining nonpartisan. When you hire a new employee, and when you orient board members, make sure they know that as a tax-exempt 501(c)(3) charitable organization, your nonprofit must remain nonpartisan.

* * *
At the Churchill War Rooms, I learned that the now omnipresent expression of “Keep Calm and Carry On” was first printed in 1939 on posters for use if the Germans invaded. After the war, those unused posters were tossed – yet some were found, so the expression remains alive. With the American campaign season heating up and raising the temperature of political rhetoric, charitable nonprofits and their board members would be wise to apply the message from our friends across the pond: “Keep Calm and Carry On.” Don’t let false lore about nonprofits being unable to do anything relating to elections scare you or the blitz of negative campaign ads rattle you. Keep calm. Know there are many legal, easy, and vital ways for nonprofits to advance their missions in serving their communities by helping citizens vote. Then carry on!


Permissible Activity Checklist from NonprofitVOTE
Initiatives & referenda elections, as the Center for Lobbying in the Public Interest notes, follow laws regarding lobbying, not partisan electioneering, (because the voting public is being “lobbied” to vote yes or no).

Engaging Online
Influencing Public Policy in the Digital Age: The Law of Online Lobbying and Election-related Activities is a report from the Alliance for Justice that includes information on what nonprofits can and cannot include on their websites during an election.

The Nonprofit Law Blog and Gene Tagaki’s interview on Nonprofit Radio provide a legal overview and explain how campaign activity restrictions apply to websites and social media.

Resources
IRS Fact Sheet on election year activities
Test your knowledge. Here are 21 examples of actions by 501(c)(3) nonprofits. Which ones are permitted under IRS regulations?

Election Year Risks (Nonprofit Risk Management Center)
Help someone get an absentee ballot

Tools
NonprofitVOTE's online starter kit 


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