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GOVERNMENT	
  RELATIONS	
  101	
  
FOR	
  NON-­‐PROFIT	
  FUNDRAISERS	
  AND	
  EXECUTIVE	
  DIRECTORS	
  	
  


Presented	
  by	
  Derwin	
  Dubose	
  
North	
  Carolina	
  Philanthropy	
  Conference	
  
Durham,	
  NC	
  
August	
  11,	
  2011	
  
2011	
  CUTS	
  TO	
  NONPROFITS	
  
•    10%	
             •  $5	
  million	
  
•    12.3%	
           •  Eliminated	
  
•    20%	
  
•    22%	
  
•    46%	
  
•    87%	
  
ABOUT	
  DERWIN	
  DUBOSE	
  
•    Lieutenant	
  Governor,	
  State	
  Treasurer	
  
•    North	
  Carolina	
  DemocraNc	
  Party	
  
•    Ronald	
  McDonald	
  House	
  ChariNes	
  
•    ConservaNon	
  Trust	
  for	
  North	
  Carolina	
  
•    State	
  Employees	
  Combined	
  Campaign	
  
CLASS	
  OBJECTIVES	
  
•  FoundaNons	
  for	
  government	
  relaNons	
  
•  Art	
  of	
  relaNonship	
  building	
  for	
  advocacy	
  work	
  
•  AddiNonal	
  resources	
  for	
  legal	
  compliance,	
  
   grants,	
  and	
  communicaNons	
  
FOUNDATIONS	
  FOR	
  	
  
GOVERNMENT	
  RELATIONS	
  
INFRASTRUCTURE	
  
•  Board	
  Approval	
  
•  Legal	
  Review	
  
   –  1976	
  Lobby	
  Law	
  
   –  1990	
  IRS	
  RegulaNons	
  
   –  OMB	
  Circular	
  A-­‐122	
  
   –  State	
  Statute	
  on	
  Lobbying	
  and	
  Ethics	
  
FOUNDATION	
  
•    Case	
  Statement	
  
•    LegislaNve	
  Liaison	
  or	
  Lobbyist	
  
•    Surrogates	
  
•    Advocates	
  or	
  AcNvists	
  
•    CommunicaNons	
  
“We	
  take	
  a	
  series	
  of	
  iniGaGves	
  or	
  ‘moves’	
  to	
  develop	
  each	
  
prospect's	
  awareness	
  of,	
  knowledge	
  of,	
  interest	
  in,	
  
involvement	
  with,	
  and	
  commitment	
  to	
  the	
  insGtuGon	
  and	
  
its	
  mission.”	
  
                                                                                           David	
  Dunlop	
  
                                            ReNred	
  Senior	
  Development	
  Director,	
  Cornell	
  University	
  




MOVES	
  MANAGEMENT	
  AND	
  THE	
  
ART	
  OF	
  RELATIONSHIP	
  BUILDING	
  
MOVES	
  MANAGEMENT	
  
•  IdenNficaNon	
  
   –  Champions	
  
   –  Decision-­‐makers	
  
•  Research	
  
   –  Lawmakers	
  
   –  Process	
  
   –  Timing	
  
MOVES	
  MANAGEMENT	
  
•  CulNvaNon	
  
   –  Use	
  surrogates	
  
   –  IniNal	
  meeNng	
  
   –  Ask	
  for	
  advice	
  
   –  Role	
  of	
  poliNcal	
  staff	
  
MOVES	
  MANAGEMENT	
  
•  SolicitaNon	
  
   –  Clear,	
  succinct	
  wrien	
  ask	
  
   –  Specifics	
  (amount,	
  use,	
  why)	
  
   –  Refute	
  opposiNon	
  
   –  What’s	
  in	
  it	
  for	
  them?	
  
   –  Timeline	
  
MOVES	
  MANAGEMENT	
  
•  SolicitaNon	
  
   –  Follow-­‐up	
  by	
  advocates/acNvists	
  
   –  Lobby	
  Days/AcNon	
  Days	
  
MOVES	
  MANAGEMENT	
  
•  Stewardship	
  
   –  Annual	
  awards	
  
   –  Thank	
  you	
  notes	
  from	
  advocates/acNvists	
  
   –  Press	
  
   –  Follow-­‐up	
  meeNngs	
  
“In	
  theory,	
  there	
  is	
  no	
  difference	
  between	
  theory	
  and	
  
pracGce.	
  In	
  pracGce,	
  there	
  is.”	
   	
   	
   	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  

                                                                                                         	
  Yogi	
  Berra	
  




APPLYING	
  BEST	
  PRACTICES	
  FOR	
  
GOVERNMENT	
  RELATIONS	
  WORK	
  
CASE	
  STUDY	
  
•  Read	
  the	
  news	
  alert.	
  
•  Using	
  what	
  we	
  have	
  
   learned,	
  give	
  advice	
  to	
  
   the	
  Museum	
  of	
  the	
  
   Black	
  Belt.	
  
•  10	
  minutes	
  unNl	
  report.	
  
SPECIFIC	
  RESOURCES	
  FOR	
  
GOVERNMENT	
  RELATIONS	
  
NEXT	
  GEN	
  ADVOCACY	
  BLOG	
  
•    Guide	
  to	
  federal	
  technical	
  and	
  legal	
  issues	
  
•    NC	
  lobbying	
  and	
  registraNon	
  guidelines	
  
•    NC	
  Ethics	
  Commission	
  guidelines	
  
•    NC	
  legislaNve	
  process	
  
•    Local	
  government	
  relaNonships	
  
•    InformaNon	
  on	
  obtaining	
  government	
  grants	
  
NEXT	
  GEN	
  ADVOCACY	
  BLOG	
  
•  This	
  presentaNon	
  
•  Blog	
  posts	
  about	
  the	
  ideas	
  presented	
  today	
  
•  PerspecNve	
  from	
  accomplished	
  contributors	
  
iCONTACT	
  NONPROFIT	
  WORKSHOP	
  
	
  Friday,	
  November	
  11th	
       	
  Designed	
  for	
  North	
  
 10:45	
  AM	
  -­‐	
  3:30	
  PM	
         Carolina	
  non-­‐profits	
  
  Morrisville,	
  NC	
                      taking	
  advantage	
  of	
  free	
  
CSRProgram@iContact.com	
                   email	
  markeNng	
  as	
  part	
  
                                            of	
  their	
  4-­‐1s	
  Corporate	
  
                                            Social	
  Responsibility	
  
                                            Program.	
  
CONTACT	
  
 Derwin	
  Dubose	
  
 derwin.dubose@gmail.com	
  
 www.derwindubose.net	
  
 nextgenadvocacy.blogspot.com	
  

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Government Relations 101 - AFP

  • 1. GOVERNMENT  RELATIONS  101   FOR  NON-­‐PROFIT  FUNDRAISERS  AND  EXECUTIVE  DIRECTORS     Presented  by  Derwin  Dubose   North  Carolina  Philanthropy  Conference   Durham,  NC   August  11,  2011  
  • 2. 2011  CUTS  TO  NONPROFITS   •  10%   •  $5  million   •  12.3%   •  Eliminated   •  20%   •  22%   •  46%   •  87%  
  • 3. ABOUT  DERWIN  DUBOSE   •  Lieutenant  Governor,  State  Treasurer   •  North  Carolina  DemocraNc  Party   •  Ronald  McDonald  House  ChariNes   •  ConservaNon  Trust  for  North  Carolina   •  State  Employees  Combined  Campaign  
  • 4. CLASS  OBJECTIVES   •  FoundaNons  for  government  relaNons   •  Art  of  relaNonship  building  for  advocacy  work   •  AddiNonal  resources  for  legal  compliance,   grants,  and  communicaNons  
  • 5. FOUNDATIONS  FOR     GOVERNMENT  RELATIONS  
  • 6. INFRASTRUCTURE   •  Board  Approval   •  Legal  Review   –  1976  Lobby  Law   –  1990  IRS  RegulaNons   –  OMB  Circular  A-­‐122   –  State  Statute  on  Lobbying  and  Ethics  
  • 7. FOUNDATION   •  Case  Statement   •  LegislaNve  Liaison  or  Lobbyist   •  Surrogates   •  Advocates  or  AcNvists   •  CommunicaNons  
  • 8. “We  take  a  series  of  iniGaGves  or  ‘moves’  to  develop  each   prospect's  awareness  of,  knowledge  of,  interest  in,   involvement  with,  and  commitment  to  the  insGtuGon  and   its  mission.”   David  Dunlop   ReNred  Senior  Development  Director,  Cornell  University   MOVES  MANAGEMENT  AND  THE   ART  OF  RELATIONSHIP  BUILDING  
  • 9.
  • 10. MOVES  MANAGEMENT   •  IdenNficaNon   –  Champions   –  Decision-­‐makers   •  Research   –  Lawmakers   –  Process   –  Timing  
  • 11. MOVES  MANAGEMENT   •  CulNvaNon   –  Use  surrogates   –  IniNal  meeNng   –  Ask  for  advice   –  Role  of  poliNcal  staff  
  • 12. MOVES  MANAGEMENT   •  SolicitaNon   –  Clear,  succinct  wrien  ask   –  Specifics  (amount,  use,  why)   –  Refute  opposiNon   –  What’s  in  it  for  them?   –  Timeline  
  • 13. MOVES  MANAGEMENT   •  SolicitaNon   –  Follow-­‐up  by  advocates/acNvists   –  Lobby  Days/AcNon  Days  
  • 14. MOVES  MANAGEMENT   •  Stewardship   –  Annual  awards   –  Thank  you  notes  from  advocates/acNvists   –  Press   –  Follow-­‐up  meeNngs  
  • 15. “In  theory,  there  is  no  difference  between  theory  and   pracGce.  In  pracGce,  there  is.”                                  Yogi  Berra   APPLYING  BEST  PRACTICES  FOR   GOVERNMENT  RELATIONS  WORK  
  • 16. CASE  STUDY   •  Read  the  news  alert.   •  Using  what  we  have   learned,  give  advice  to   the  Museum  of  the   Black  Belt.   •  10  minutes  unNl  report.  
  • 17. SPECIFIC  RESOURCES  FOR   GOVERNMENT  RELATIONS  
  • 18.
  • 19. NEXT  GEN  ADVOCACY  BLOG   •  Guide  to  federal  technical  and  legal  issues   •  NC  lobbying  and  registraNon  guidelines   •  NC  Ethics  Commission  guidelines   •  NC  legislaNve  process   •  Local  government  relaNonships   •  InformaNon  on  obtaining  government  grants  
  • 20. NEXT  GEN  ADVOCACY  BLOG   •  This  presentaNon   •  Blog  posts  about  the  ideas  presented  today   •  PerspecNve  from  accomplished  contributors  
  • 21. iCONTACT  NONPROFIT  WORKSHOP    Friday,  November  11th    Designed  for  North   10:45  AM  -­‐  3:30  PM   Carolina  non-­‐profits   Morrisville,  NC   taking  advantage  of  free   CSRProgram@iContact.com   email  markeNng  as  part   of  their  4-­‐1s  Corporate   Social  Responsibility   Program.  
  • 22. CONTACT   Derwin  Dubose   derwin.dubose@gmail.com   www.derwindubose.net   nextgenadvocacy.blogspot.com