PUBLIC POLICY GUIDELINES
Revised November 19, 2020
Arizona Grantmakers Forum’s mission is to empower our members to transform Arizona through leadership and meaningful philanthropy. Through a range of efforts including education, communication and public policy engagement, Arizona Grantmakers supports Arizona’s philanthropic community in pursuit of this mission.
Public policies that relate directly to charitable giving and the nonprofit sector impact the business of philanthropy. As part of its mission, Arizona Grantmakers engages members in the public policy arena to strengthen the philanthropic community’s work. Arizona Grantmakers identifies and facilitates collaborative opportunities for members to play a leadership role in public policy.
Arizona Grantmakers will carry out its public policy activities according to the policies and procedures outlined below.
Arizona Grantmakers is a diverse constellation of organizations and individuals actively engaged in philanthropy in Arizona. Engagement in public policy activities ranges broadly among members due to a wide array of factors including mission, tax status, knowledge, experience, culture and philosophy. Arizona Grantmakers recognizes that members hold a variety of opinions regarding public policy matters and may be impacted differently by specific public policies.
Arizona Grantmakers will educate its members about the wide variety of ways in which the philanthropic sector may engage in public policy. Arizona Grantmakers will disseminate information about public policy issues or ways in which sector members are currently involved in public policy issues. Arizona Grantmakers will also convene members interested in working collaboratively on public policy issues. At all times, Arizona Grantmakers will respect all members’ points of view.
Arizona Grantmakers and its members play a leadership role in public policy, building and maintaining relationships with policymakers and other stakeholders to enhance their knowledge, understanding and support of the philanthropic sector.
The following policy principles guide Arizona Grantmakers’ leadership in the public policy arena:
- Arizona Grantmakers favors public policies that promote philanthropy, encourage charitable giving and advance the nonprofit sector
- Arizona Grantmakers supports legislative and regulatory policies that enhance the ability of philanthropies to carry out their charitable activities
- Arizona Grantmakers supports reasonable and effective public accountability of the philanthropic sector
Arizona Grantmakers will engage in specific policy issues that meet one or more of the following criteria:
- Issues that affect members’ ability to conduct their philanthropy effectively
- Issues where members’ collective experience, knowledge and voice will inform public policy discussions and may foster constructive action
- Issues that strengthen the nonprofit sector and complement and enhance philanthropic giving
Arizona Grantmakers will determine whether to play a leadership role on specific policy issues on a case-by-case basis, following the procedures described below.
Arizona Grantmakers will engage in public policy issues through a variety of means. These activities may include, but are not limited to: disseminating research and data, oral and written communications through mass media, public testimony, joining coalitions, letter writing, and private meetings with policymakers and other stakeholders. Arizona Grantmakers will identify specific strategies and actions based on each situation and consistent with Arizona Grantmakers’ resources to execute effectively. In its communications and interactions, Arizona Grantmakers will offer a presence and tone that are constructive rather than critical, and will preserve the confidences of individual members as required. If Arizona Grantmakers engages in any lobbying activities, it will act within the bounds set by the IRS.
On federal issues, Arizona Grantmakers will work to educate its members on issues relevant to the sector, and collaborate as needed with national organizations including United Philanthropy Forum, the Council on Foundations and Independent Sector. Arizona Grantmakers will devote primary attention to issues with state, regional and local impact.
Arizona Grantmakers will follow a process that enables thoughtful and representative deliberation, decision making and oversight regarding whether and how the organization will be involved in public policy. Arizona Grantmakers’ process also will be responsive and expeditious to enable time-sensitive action when needed.
Arizona Grantmakers’ Public Policy Committee is responsible for identifying public policy issues that affect the philanthropic community and methods for effectively engaging members. The committee—working in conjunction with staff—will provide guidance to the board of directors on positioning Arizona Grantmakers and its members to positively impact those issues. Using the above policies and stated criteria as guidelines, Arizona Grantmakers’ president and CEO will provide the committee with policy-related information, questions and proposals for consideration. Committee members will also identify and analyze possible issue areas and policy positions for Arizona Grantmakers’ involvement. The committee will develop a broad policy agenda each year and work with the president and CEO to develop strategies to achieve each public policy objective. The committee chair or the president and CEO will present the policy agenda to the Arizona Grantmakers board of directors annually for approval.
In addition to the public policy agenda, Arizona Grantmakers may consider other issues that arise and require action before the committee’s next regularly scheduled meeting. In those instances, the president and CEO may seek a recommendation from the committee via electronic means. The president and CEO will consult the board about the committee’s recommendation, via electronic means if necessary, before implementing the action. In considering the recommendation, the board will assess the costs and benefits of Arizona Grantmakers’ engagement.
After receiving guidance from the board, the president and CEO will implement the recommendation and inform the board, Public Policy Committee and membership of positions, actions taken and issue status.