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Advocacy, Lobbying and Philanthropy

September 6th 2017 9:00 AM - 11:00 AM
The Breckenridge Grand Vacation Community Center
103 S. Harris St.
Breckenridge, 80424
Phone: (303) 865 - 8270
Email:
Event Fee(s)
Summit, Lake, Park and Grand County Nonprofits
Member (outside counties)
Non-Member (outside counties)
AFP

Our Professional Development Workshop Series is made possible by the generous support of U.S. Bank:


*Please see below for special pricing for this event*

As community-based, nonpartisan organizations, nonprofits can effectively influence the decisions of policy makers. By building relationships, becoming a credible source, utilizing networks and following the lobbying rules, nonprofits can effectively use their voice to shape legislation. 

This interactive presentation will provide tools for becoming a trusted source, advocating for your cause and effectively influencing elected officials.  The training will cover the guidelines for nonprofit organizations when undertaking advocacy and lobbying activities, including the definitions imposed on organizations by the IRS and the understanding of when advocacy becomes lobbying.  We will delve into the difference between advocacy and lobbying and what this means for a nonprofit organization’s reporting requirements to its donors and on its 990. 

Participants will walk away with the definitions of direct and grassroots lobbying for IRS purposes, certain thresholds for lobbying activities, and tools available to nonprofit organizations that are not considered lobbying.  We will also discuss lobbying under Colorado law.  The session will wrap up by exploring case studies to help participants apply what they’ve learned.

Pricing

  • $35 for nonprofits in the following counties:
    • Summit
    • Lake
    • Park
    • Grand
  • Free for members of Colorado Nonprofit Association, statewide
  • $65 for non-members outside of the listed counties
  • $60 for AFP members

Thank you to The Summit Foundation for bringing this event to Colorado's Central Mountains!

Event Description
Learning Objectives

  • Understand the definitions of direct and grassroots lobbying for IRS purposes

  • Recognize thresholds for lobbying activities

  • Learn about available tools for nonprofit organizations that are not considered lobbying

Audience

This presentation is intended for CEOs/Executive Directors and other officers of nonprofit organizations, programmatic staff members and fundraisers, and legal advisors to nonprofit organizations.



Level of difficulty



Intermediate 


*3-5 years of experience
Presenters

Melanie Bartlett, M Bartlett Law, LLC



Melanie Bartlett is a tax attorney who specializes in providing legal advice to nonprofit organizations around the country.  Having served in the roles as both outside counsel and in-house counsel, she has tackled a variety of operational and organizational issues impacting nonprofits and understands the obstacles with which nonprofits struggle.  Melanie started her own practice focused on serving the needs of nonprofit clients after moving from downtown Washington, DC to the Rocky Mountains.    



Renny Fagan, Colorado Nonprofit Association



Renny Fagan is the President and CEO of Colorado Nonprofit Association. Renny served as state legislator, Colorado Department of Revenue director, deputy attorney general, and U.S. Senator Ken Salazar’s state director. His board service includes National Council of Nonprofits, Mile High United Way, Colorado Channel Authority and Metro Denver Leadership Foundation.



 



 





Qualifies for Excellence in Nonprofit Principles and Practices. Completion of a post-training evaluation is required for this training to count toward recognition. 





 





Need to cancel? Please use the link in your confirmation email or email Akila Copeland no fewer than 3 business days prior to the training. Members, please review our Cancellation Policy for more information. 

Event Fields
Training/Event Topic Advocacy & Legal Issues
Training Medium In Person
Event Region Western Slope

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