Legal 201: Advocacy Grantmaking. Kelly Shipp Simone, Deputy General Counsel Council on Foundations March 19, 2012 Grants Managers Network Conference. Agenda. Defining Advocacy Grants to organizations that lobby Public charities Others Lobbying defined Civic engagement grants
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Kelly Shipp Simone, Deputy General Counsel
Council on Foundations
March 19, 2012
Grants Managers Network Conference
* If expenditure responsibility is required, the grant agreement must prohibit the use of the funds for lobbying
Total Project Budget: $100,000
Lobbying Portion: $30,000
Non-lobbying Portion: $70,000
How much could one private foundation fund?
How much could two private foundations fund?
100% so long as neither granted more than $70,000
2-year $100,000 project
Year 1: $50,000 budget, $20,000 lobbying expenses ($30K non-lobbying)
Year 2: $50,000 budget, $30,000 lobbying expenses ($20K non-lobbying)
Private foundation grant: $35,000 in year 1; $5,000 in year 2
Grant exceeds non-lobbying amount in year 1
Result: Must allocate equally in each year of grant (i.e. $20 K each year) to meet the rules
Joint Session of Congress
Expressing a view
About specific legislation
www.cof.org/legal Grantmaking Advocacy