Think your foundation’s nonprofit status prevents you from supporting grantees’ public policy advocacy? Do you think your public or private foundation has to stay away from advocating for community change? Think again! In this workshop, you'll learn the basic rules for nonprofit advocacy and lobbying, as well as your foundation’s right to maximize the advocacy impact of your grantee partners.

Please join the EPIP's Bay Area Chapter and Alliance for Justice's Bolder Advocacy for Investing in Change: Foundation Support for Lobbying and Other Advocacy.

Private and public foundations can play an important role in advocacy by engaging in advocacy themselves and funding their grantees to advocate on their issues. After this workshop, your foundation will have a clear understanding of the kinds of advocacy activities you can safely engage in and best practices for grantmaking to give your grantees the most flexibility under the law for their advocacy efforts.

Not sure how to make the case for funding advocacy? Uncertain whether you can fund grantees that lobby? Wondering whether your public or private foundation can speak out on a particular issue? This training answers these questions and more! The workshop is designed for foundation staff and trustees.

Participants will learn:

• Why public and private foundations should support advocacy, and an overview of activities that constitute advocacy and public policy work;
• Various advocacy roles for foundations, from convener to capacity builder;
• The federal tax code’s definitions of lobbying;
• Activities that are exceptions to the definitions of lobbying, including those which private foundations can engage in; and
• Rules for private and public foundation grants to nonprofits that lobby, including general support, specific project, and multi-year grants.

This session complements Investing in Change: A Funder’s Guide to Supporting Advocacy.

Note: This training workshop is designed and intended for grantmakers and other staff members of philanthropic institutions.

Light refreshments will be served. Join us for an on-site happy hour networking opportunity after the workshop from 4 – 5 pm!

TRAINING REGISTRATION FEES

• EPIP Members: $20
• Non-Members: $30

No one will be turned away for lack of funds. Please contact us at bayarea@epip.org if you have financial barriers to attending.

RSF Social Finance - San Francisco, CA

In response to membership feedback, EPIP Bay Area is proud to launch the pilot of a new Mentorship Program to connect young, emerging professionals in philanthropy with experienced practitioners in order to expand networks, deepen learning opportunities, and strengthen professional development.

Inspired by EPIP National’s strategic framework and similar programs hosted by EPIP Boston, EPIP DC, and EPIP LA, the Bay Area chapter sees this as an opportunity to support our members in their internal and external advocacy and our shared commitment to equity and social justice in philanthropy.

The inaugural 2018-2019 cohort includes up to 10 emerging and mid-level leaders and up to 10 seasoned professionals who are paired for one-on-one Mentoring Partnerships.

• Angelica Ramirez, S. D. Bechtel, Jr. Foundation
• Shannon Lin, Neighborhood Funders Group
• Carly Straus, Third Plateau Social Impact Strategies
• Dominique Turrentine, Chan Zuckerberg Initiative
• George Dallas, David and Lucile Packard Foundation
• JC De Vera, Hirsch & Associates
• Samantha Sandoval, Latino Community Foundation
• Sarah Grady, Silver Giving Foundation
• Stacie Mills, GreenLight Fund
• Daniel Lau, Northern California Grantmakers
• Maud Henderson, Environmental Grantmakers Association
• Woubzena Jifar, Wikimedia Foundation
• Curtis Yancy, Dean & Margaret Lesher Foundation

If you'd like to get more involved with EPIP, consider joining our Steering Committee. Contact us at bayarea@epip.org for more information.

EPIP Bay Area is committed to building the emerging philanthropy community in San Francisco, the East Bay, Peninsula, South Bay and North Bay. We host professional development and networking events in response to the needs of members and in collaboration with local nonprofits and affinity groups.

To get in touch with EPIP Bay Area or sign up for our newsletter, email us at bayarea@epip.org.

Follow EPIP Bay Area on Twitter @EPIPBayArea.

Join us on Facebook!

Chapter Membership Survey

Our Chapter wants to learn what your interests are and how we can best support you as emerging practitioners in philanthropy. We appreciate your feedback, so that we can offer programming that will be beneficial to you. This anonymous survey will take no more than 5 minutes to complete. You do not have to be a dues-paying EPIP member to participate.

Past Bay Area Events

• Peninsula Philanthropy Network Happy Hour
• Article Club: "Philanthropy in the Service of Democracy"
• Local Philanthropy Happy Hour
• Article Club: Decolonizing Wealth
• Steering Committee Open House
• Article Club: Dissonance & Disconnects
• Workshop: Foundations & Advocacy 101

Events in the Field

Sign up for our newsletter and stay up to date by emailing us at bayarea@epip.org.

You can also visit the Northern California Grantmakers calendar and events in the field page. We recommend subscribing to the mailing lists of relevant affinity groups, funder networks, and philanthropic support organizations to stay connected to the field—The Council on Foundations had created comprehensive list here.

Have a Bay Area event you'd like to share? Email bayarea@epip.org with subject line "Events in the Field" and a link to your event.

Bay Area Jobs

Visit the EPIP, Northern California Grantmakers (NCG), Philanthropy News Digest, and Chronicle of Philanthropy job boards.

To post a listing to the EPIP job board, please send a full job description with job's location as a Word .doc to jobs@epip.org.