Advocacy and Lobbying Rules for Private Foundations

Three modules provide an overview of how lobbying laws apply to the work of private foundations, a review of the types of grants and funding options private foundations are allowed to provide, and guidelines and tools to help engage with grantees and legislators.

Categories: Legal Issues and Laws

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Anti-bribery/Anti-corruption Rules for Private Foundations

The legal staff at the Gates Foundation developed this free course, which covers the basic legal rules around anti-bribery/anti-corruption. It takes approximately twenty minutes to complete.

Categories: Legal Issues and Laws

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Community Foundations and Advocacy

As public charities, community foundations can participate in and support lobbying. Unlike private foundations that are generally restricted from lobbying, community foundations can themselves participate in and fund a limited amount of lobbying. Learn how community foundations may engage in and support advocacy and lobbying.

Categories: Legal Issues and Laws

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Electioneering Rules for Private Foundations and Public Charities

This course covers the basic electioneering rules that apply to private foundations and public charities. Through this course, you will learn how to observe the IRS’ prohibition against electioneering when the grants you fund—or the activities you engage in as a staff member involve candidates or voters.

Categories: Legal Issues and Laws

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Philanthropy Advocacy Playbook

This publication provides information on 11 benefits and conversation-starters about philanthropic advocacy and lobbying. Specifically, it answers your questions about legal rules and provides concrete examples, templates, resources, and tips. Our goal is to help foundations and their grantee partners understand how advocacy and lobbying leverages their grant dollars, strengthens their missions, and helps them shape positive policy change to benefit communities.

Categories: Legal Issues and Laws

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Starting a Foundation: Formation and Considerations

Many people want to start foundations, but few start out knowing exactly what sort of organization they are going to create. The purpose of this e-book is to help potential donors understand the many different entities that are commonly referred to as foundations and to provide an understanding of the legal framework necessary to establish a foundation. This publication is broken into five different parts plus it includes sample Articles of Incorporation and Bylaws to get you started.

Categories: Legal Issues and Laws

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Working With Government Officials: Rules for Private Foundations

This free (and fun) video resource covers the rules for private foundations related to working with government officials and ensure legal compliance, and takes approximately 60 minutes to complete. The training features “Maya,” a program officer that helps participants through the course in a way that reflects actual experiences. Participants can return to the training at any time for a refresher and click on the individual modules to refer back to specific topics.

Categories: Legal Issues and Laws

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