1. Unleash Your Community Impact Potential Kyle DuBuc, United Way for Southeastern Michigan Jamie Helsen, United Way of the Lakeshore Michigan Association of United Ways Annual Meeting July 17, 2014

2. Overview Why Advocate? Internal roadblocks and External Rules What do we advocate for? How do we advocate? 2

3. Small Group Discussion 1 Why Advocate? How is United Way well suited for this work? 3

4. Why Advocate?  Being active in the area of public policy is a key element of being a community impact leader.  Achieving United Way’s goals will not happen by fundraising or programming alone.  Funding from government can significantly impact (help or hinder) capacity to create community-level change.  Foundation funding of advocacy produces an ROI of $115 to $1 spent (Source: National Committee for Responsive Philanthropy). 4

5. Why is United Way Well Suited for this Work? High Visibility Established Credibility Influential Board Members Unique Grass Roots to Administrative perspective Significant ability to communicate and raise awareness 5

6. Value of Advocacy to UW Community Impact Organizational Exposure Local Engagement Program Opportunities and support 6

7. Small Group Discussion 2 What are some potential roadblocks to activating your advocacy work? 7

8. Common Challenges to United Way Advocacy Natural aversion to controversy Fear of partisan labels Varying board members perspectives on issues Lack of resources Inexperience 8

9. 501(c)(3)s Can Lobby! Know the terms… Advocacy: Raising awareness about a key issue Lobbying: An attempt to influence a specific piece of legislation Direct Lobbying: stating a position on specific legislation to legislators or other government employees Grassroots Lobbying: stating a position on specific legislation to the general public and asking the general public to contact legislators or other government employees about the legislation 9

10. Nonprofits Can Lobby! Know the rules… Taking the (h) election makes reporting easy (Form 5786) May spend up to 20% of first $500,000 on lobbying 5% of expenditures over $1.5 million $1 million ceiling “Direct Lobbying” and “Grassroots Lobbying” are reported Resources: MNA: https://www.mnaonline.org/lobbying.aspx CFNP: http://www.councilofnonprofits.org/nonprofit-advocacy/501h-election IRS: http://www.irs.gov/pub/irs-pdf/f5768.pdf 10

11. Getting Started: Best Practices in Advocacy 1.Identify Board and Staff Champions 2.Establish process for selecting issues and policy positions 3.Build relationships with decision-makers 4.Engage with policy partners and thought leaders http://online.unitedway.org/file.cfm?fid=3114560 11

14. Policy Metrics I.How relevant is this policy to the mission? II.How impactful is the policy on our community? III.How feasible is it that this policy will move? IV.Do we have an opportunity to impact the outcome? V.What are the risks of taking a position?

15. Issue Evaluation OpportunityFeasibility Impact RelevanceRisk

16. Small Group Discussion 2 Issue Evaluation 16

17. Examples of Advocacy issue identification, research and analysis education of the public on crucial issues lobbying for or against legislation voter registration and education litigation participation in referenda or initiative campaigns grassroots organizing and communication with local leaders testifying before governmental bodies lobbying governmental agencies at all levels 17

18. Newspaper Google Ads Billboards Radio Spots Press releases Press calls Press conferences Op-eds Social media Advocacy alert emails Sign-on letters or & petitions Phone calls Town halls & legislative events Rallies Lobby days Meeting legislators Site visits Phone calls Letters Emails Direct Lobbying Grass- roots Lobbying Paid Media Earned Media Advocacy Tools

19. Opportunities to Advocate High Engagement In-District visits Site visits Medium Engagement Engage policymakers in local events Low Engagement Social Media Action Alerts 19

20. Relationship Building – the Key to Success Know your policy makers – and their staff Find ways to incorporate them into your work Follow up on issues of interest Frequent communications and knowledge sharing THANK YOU! 20

21. Results from Michigan United Ways UWSEM – examples UWBCKR – NFP Funding, Others? 2-1-1 Funding 21

22. Resources are available to help you MAUW UWW Each other Partner Organizations Coalitions 22

23. Federal Advocacy Opportunities 23 Charitable Deduction, Volunteerism, 2-1-1

24. Federal Advocacy Opportunity: Advocate Right Now! Support Investments in Children and Families Send a Message to Your Member of Congress: http://www.capwiz.com/unitedway/issues/alert /?alertid=62558236http://www.capwiz.com/unitedway/issues/alert /?alertid=62558236 Send a Tweet: Let’s send a message to Congress to #investinkids and families in the 2015 budget. Tell Congress today: http://ow.ly/u4kO5http://ow.ly/u4kO5 Post a Facebook Message: As Congress considers federal budget proposals, they must prioritize our children and families. Join us in sending a message to congressional members that investing kids and families in need is critical to our nation’s future. 24

25. What YOU and your United Way can do Sign up for the Advocacy Connection newsletter and PPN-L. Email: patty.hall@unitedway.org patty.hall@unitedway.org Join the MAUW Public Policy Committee Take action on alerts & share with your networks Build relationships with your elected officials Talk with your leadership about advocacy and expand your local efforts 25

26. Discussion? Questions? 26