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Should a 501C3 Have a MA Legislative Agent (Lobbyist)?


legislative agent, or lobbyist, in Massachusetts can provide significant benefits to a nonprofit organization focused on conservation land. Here’s how they can help:

The answer to whether, how, and how much a 501(c)(3) nonprofit can lobby is fundamentally a legal determination stemming from the U.S. tax code and rules created and enforced by the Internal Revenue Service. Organizations that are created under section 501(c)(3) serve a charitable, religious, educational, scientific or similar public-spirited mission. In return, they are exempt from taxation, but they must adhere to certain rules, and that includes limitations on lobbying.


“In general, no organization may qualify for section 501(c)(3) status if a substantial part of its activities is attempting to influence legislation,” the IRS says on its website. “A 501(c)(3) organization may engage in some lobbying, but too much lobbying activity risks loss of tax-exempt status.” The lobbying limitation applies to contacting lawmakers, or urging other people to contact to do so, in Congress, state legislatures, and local government bodies, according to the IRS. It does not apply to the executive or judicial branches of government, or to administrative bodies.


What constitutes a “substantial part” of a nonprofit’s activities can be determined by the amount of time that employees or volunteers spend on lobbying activity, or the amount of expenditures related to lobbying. The amounts for the later test vary by the size of the organization.


The IRS is also quick to point out that there is plenty of policy-related activity that can take place because it is not considered lobbying. “Organizations may … involve themselves in issues of public policy without the activity being considered as lobbying,” the agency says on its website. “For example, organizations may conduct educational meetings, prepare and distribute educational materials, or otherwise consider public policy issues in an educational manner without jeopardizing their tax-exempt status.”


Yes, You Need a Lawyer

If you are thinking you need a lawyer to work all of this out and tell you what you can and cannot do, you might be right. This is an area where details can matter. If your organization does not already have written policies that guide public affairs work, or long-held practices that keep your organization within the law, then a visit to the general counsel’s office is probably in your future.


Advocacy and Policy Influence: Legislative agents are skilled in advocating for policy changes. They can work to advance or protect legislation that favors conservation efforts, including securing land preservation, funding for environmental programs, or tax benefits for conservation easements.


Funding Opportunities: They can help nonprofits navigate and secure state funding opportunities. Legislative agents often have inside knowledge about available grants, budget allocations, or other funding mechanisms that nonprofits can apply for, which can be instrumental for land conservation projects.


Relationship Building with Lawmakers: Legislative agents typically have established relationships with key lawmakers and government agencies. They can use these connections to ensure the nonprofit’s priorities are heard by influential stakeholders, helping build long-term support for conservation projects.


Monitoring and Responding to Policy Changes: They can keep an eye on pending bills or regulatory changes that might impact conservation land, ensuring the nonprofit is prepared to respond effectively. This proactive approach can prevent adverse policies from affecting the organization’s mission.


Public Awareness and Partnerships: A legislative agent can help increase public awareness and foster partnerships with other organizations or coalitions interested in conservation. This expanded network can amplify the nonprofit’s advocacy efforts and support for its conservation goals.


Technical Guidance on Compliance: Legislative agents can provide insights on compliance with state laws regarding conservation, tax exemptions, land management, and environmental standards. This can help the nonprofit avoid legal challenges and maintain eligibility for certain conservation benefits.


A well-connected legislative agent can be a strategic asset, helping the nonprofit navigate the complexities of the political landscape to promote and protect conservation efforts in Massachusetts.

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