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Public Policy > Policy Resources

Policy Resources

Elected officials decide policies and budgets that affect nonprofits and foundations, so it is critical to educate them about the unique value and role of the philanthropic sector. Read on for tips on mapping out your advocacy strategy.


Donors Forum Policy Update
The Donors Forum Policy Update keeps you current with regular email bulletins on issues and legislation that affect the nonprofit sector.

  • Learn about the latest policy developments in Washington, D.C., and Springfield.
  • Get tips and tools to keep you connected with policy makers and elected officials.
  • Receive legislative updates and action alerts.
  • Find out about upcoming programs and workshops at the Donors Forum.

Sign up today!

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Engaging in Advocacy and Lobbying
The new charities law passed by Congress is a strong reminder of how legislators can quickly and powerfully affect philanthropy, and of how important it is for grantmakers to engage effectively with public officials to represent and protect the interests of the field. Grantmakers have historically tended to shy away from advocacy activities, in part because of the strict and sometimes confusing federal laws. But with the growing legislative scrutiny of the charitable sector likely to continue in the new congressional session and beyond, and with more funders getting involved in public policy work, it's worth reviewing the basics (pdf) of how foundations can engage in advocacy work.

Contact Your Elected Officials
At the state and national level, elected officials decide policies and budgets that affect nonprofits and foundations. Part of an organization's advocacy strategy is working to educate public officials and legislators about the unique value and role of foundations and nonprofits - and how the sector affects lives and communities throughout the state.

Find Your State and Federal Elected Officials:

How Can I Make Sure Elected Officials Know about My Organization?
Start by writing a letter to your elected representatives and introducing yourself. Describe your organization and the role it plays in their district, and let them know what services you can provide to their staffs. Invite your elected officials to visit your organization next time he or she is back in the district so they can see nonprofits and foundations in action. Remember, it's best to establish a relationship with your elected officials and their staff before you need something from them.

If your elected official is unable to visit your organization, make an appointment to visit them or their staff in their office. Call the elected official's office and speak to the secretary or scheduler. Request a meeting to introduce your organization to the representative and suggest possible dates to meet. On the day of the meeting, be punctual and positive. Introduce yourself and mention any common acquaintances you may have or thank them for a supporting vote or action in the past. Spend a few minutes describing your organization and the role it plays in the community. Answer any questions or offer to gather additional data or information. Delivering this material may give you the opportunity to speak with the elected official again. Thank the elected official for their time, leave your card and some materials about your organization, and be sure to follow up with a thank you note. See the Donors Forum's Lobbying Guidelines for further information.

Send a Letter about an Issue or Legislation
Send a letter to your elected official about pending legislation or an issue of concern to your organization. Be sure to make your letter personal and relevant to their district.

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Write to Your Local Newspaper
Writing to your local newspaper is a simple and powerful way to make your voice heard on issues affecting charitable giving, nonprofits and foundations. Look in your newspaper for the postal address, fax number, or e-mail address for letters to the editor, and note any additional instructions or guidelines. Any issue that is of concern to you, your family or your community is a valid topic for a letter to the editor. Click here to find newspapers in Illinois.

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Useful Public Policy Links

Alliance for Justice: Nonprofit Advocacy Project
The Nonprofit Advocacy Project works to strengthen the voice of the nonprofit sector in important public policy debates by giving tax-exempt organizations a better understanding of the laws that govern their participation in the policy process.
Alliance for Justice: Resource for Lobbying Questions
The Alliance for Justice provides one-on-one technical assistance to nonprofits via phone (866-NP-LOBBY) and email (advocacy@afj.org). Experts can answer a wide range of lobbying questions from "What IRS form do I need to elect 501(h)?" to "How can a 501(c)(3) produce and distribute a voters guide that describes the candidates?"
Public Policy Reports
List of recent public policy research and reports gathered by the Donors Forum.
 
Illinois Legislative Information
Offers summary information and legislative calendars. Allows you to track the status of bills in the Illinois General Assembly.
 
Illinois Federal Clearinghouse
Posts information on federal funding opportunities, federal grants flowing into Illinois and contacts for key agencies.
 
Thomas
Tracks federal legislation and provides direct links to congressional directories and other federal agencies. Search for bills by number, keyword or sponsor.
 
NPAction
Explains rules governing policy participation and identifies key resources for nonprofit advocacy. Read examples of successful and unsuccessful policy efforts.
 
Project Vote Smart
Identifies your federal and state elected representatives. Provides contact information, e-mail links, background, bios and voting histories.
 
Center for Lobbying in the Public Interest
Provides information on nonprofit lobbying regulations, permissible activities, and several tools and resources. Download the Nonprofit Lobbying Guide.
 
Public Policy Grantmaking Toolkit
Developed by Northern California Grantmakers, this online guide helps funders build their capacity to engage in public policy initiatives. The online toolkit presents strategies of public policy, legal parameters, and case of studies of public policy funding.
 
Center for Tax and Budget Accountability
The Center for Tax and Budget Accountability is an Illinois bipartisan, nonprofit research and advocacy think tank that promotes fair, efficient, and progressive tax, spending and economic policies.
Funding Advocacy: The Philanthropy of Changing Minds
GrantCraft's guide explains what's legally permissible in foundation advocacy and how to work with grantees who lobby, build a constituency, prepare for opposition and measure success.
 
OMB Watch
Contains legislative summaries and alerts on issues affecting charitable giving, nonprofits and advocacy.
 
 
Independent Sector
Contains useful policy information. Indpendent Sector is a membership organization for foundations, corporate giving programs and nonprofits.
 
Stateline
Provides for every state a biography of the governor, information on the political composition and salaries of the legislature, and dates when the lawmakers are in session. Includes economic and demographic data that can be used to compare one state to another state or group of states.
 
Worry-Free Lobbying for Nonprofits (pdf)
Describes how nonprofit groups, and the foundations that support them, can take advantage of the clear and generous provisions in federal law that encourage their lobbying activities From The Alliance for Justice.

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