The Bay Area Justice Funders Network presents: “Bolder & Wiser”

  • March 03, 2017
  • 12:00 PM - 3:00 PM
  • Irvine Foundation - One Bush Plaza, 1 Bush St #800, San Francisco, CA 94104

This program is sponsored by the Compton Foundation.

**We highly encourage participants to register by March 1. Registration at the door will happen as space allows**

Program Description:

Today’s political climate is calling on grantmakers to be bolder and wiser in how they support, communicate and advocate on behalf of marginalized communities.  If you have questions about some of the finer nuances of supporting different types of tax-exempt organizations, or the different rules that apply to private and community foundations’ advocacy efforts, please join us!

This will be a three-part interactive workshop conducted by attorney-trainers with Bolder Advocacy, an initiative of the Alliance for Justice (AFJ):

12:00 – 1:00: Lunch & Presentation - Over lunch, AFJ attorney-trainers, Abby Levine and Sara Maitlin will provide an overview of the different types of tax-exempt organizations, the difference between advocacy and lobbying, and highlight various opportunities along the advocacy continuum.

1:00 -2:00: Discussion / Q&A

2:00 – 3:00:  Technical Assistance - Alliance for Justice's attorney-trainers will be available for an hour after the workshop for in-person technical assistance appointments.* AFJ offers these technical assistance appointments to give you an opportunity to ask additional questions about federal tax and election law rules, as well as California disclosure rules governing nonprofit advocacy (Advance sign-up is recommended.  Participants desiring 1:1 technical assistance will meet with Abby or Sara in a first come, first served fashion, per availability.)

About the Presenters:

Abby Levine serves as Legal Director of Advocacy Programs at Alliance for Justice. She provides legal guidance that encourages grantmakers to support advocacy and other nonprofit organizations to participate in policymaking decisions through an understanding of federal tax and election law.

Sara Matlin serves as the Bilingual West Coast Counsel with the Alliance for Justice’s Bolder Advocacy Initiative in Oakland, CA.  Sara graduated with a J.D. from Golden Gate University School of Law and a B.A. from Stanford University. She is the chair of the ACLU of Northern California – North Peninsula Chapter and a founder of the San Mateo County Coalition for Immigrant Rights. Sara began her career in policy change advocacy in 1988. She’s excited to use her community organizing and training experience, along with her Spanish/English bilingualism, to broaden the advocacy work of social justice organizations in California and across the country.

Bolder Advocacy promotes active engagement in democratic processes and institutions by giving nonprofits and foundations the confidence to advocate effectively and by protecting their right to do so. Our goal is to demystify and decode advocacy by equipping organizations with knowledge and tools.  We help organizations fully understand the rules and become assertive in their right to pursue their policy goals.

Bolder Advocacy is an initiative of the Alliance for Justice — a national association of more than 100 organizations that are united by a commitment to a fair, just, and free America where everyone has equal access to justice and can fully participate in our democracy.

*Technical assistance sessions do not create an attorney-client relationship. The information exchanged is not a substitute for expert legal, tax or other professional advice tailored to your specific circumstances, and may not be relied upon for the purposes of avoiding any penalties that may be imposed under the Internal Revenue Code.



436 - 14th Street, Suite 700; Oakland, CA 94612 |  T: 510.545.3638 | E: justicefunders@gmail.com

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