The last few weeks have seen an unprecedented level of civic engagement. Huge demonstrations have drawn out people who have never marched. Congressional switchboards have received more calls than ever before. Your PTA may have many members who are now looking for ways to advocate on behalf of children through PTA. Here’s a guide to help your newly #WokePTA started with advocacy.
IRS Limits
All PTAs are 501(c)3 non-profit organizations, which limits how they can advocate. The primary requirement is that your PTA addresses issues, not people. That means that your PTA cannot endorse candidates, but can (if your membership votes to do so) support a school referendum, advocate for policy changes in your school district, or speak out about pending legislation.
In IRS terms, this is the difference between “political campaign activity” (working for or against a candidate) and “lobbying” (working for or against legislation). The former is prohibited; the latter is allowed. Participating in “political campaign activity” can result in a PTA losing its 501(c)3 status and having to pay certain excise taxes as well.
The other constraint that the IRS places on 501(c)3 organizations is the amount of money they may spend on lobbying. The IRS limits lobbying activity to an “insignificant” portion of an organization’s budget, and defines insignificant as 5 percent. This means that your PTA can spend up to 5% of its budget on things like information handouts and yard signs about a school referendum. Given that most grassroots advocacy involves fairly low-cost activities, this limit should not hinder your PTA’s advocacy efforts to a significant degree.
Engaging in State and National Issues
One of the benefits of being a PTA is having people following issues and legislation on the state and national level. Both Illinois PTA and National PTA have easy-to-use advocacy tools to alert members about pending legislation that they should contact their legislators about.
You can sign up for the Illinois PTA Takes Action Network by providing just your e-mail address and zip code (to identify your state legislators). When Illinois PTA issues a call to action, you will receive an e-mail with a link to our Voter Voice tools that will have a pre-written e-mail that you just need to sign to send to your legislators. It literally takes a minute or two. The Voter Voice tools provide additional resources to help you find out about pending legislation and contacting legislators as well.
National PTA also uses Voter Voice for their advocacy efforts, and you can sign up using the Quick Sign Up box. National PTA also publishes a monthly PTA Takes Action newsletter that provides timely information on national issues.
You should also note that meeting with your legislators, either state or national, doesn’t necessarily involve a trip to Springfield or Washington, DC. Your legislators may have a local office in your community or nearby that you can visit as well. You can use the Voter Voice tools to look up your legislators and locate their district offices. Even if you cannot meet with your legislator, meeting with their staff can be productive as well. Last fall, Illinois PTA presented a webinar on how to meet with legislators as part of its preparation for Illinois PTA Advocacy Day in Springfield. The recorded webinar will walk you through how to set up an appointment and what to do when you have your meeting.
Addressing Local Issues
Advocating with PTA is not just about state and national legislation. PTA advocacy can make a significant difference in local issues as well. As Illinois’s budget crisis approaches 2 years, many school districts are conducting bond referenda to provide needed revenue for their schools. Your PTA can support or oppose a referendum if your membership votes to do so. Illinois PTA has covered the things that PTAs can and can’t do regarding elections, and National PTA recently teamed with Nonprofit VOTE to provide election guides in both English and Spanish.
If your school district has school board elections coming up this spring, your PTA can host a candidate forum. All candidates must be invited to participate in the forum, though some may choose not to do so. Each candidate should be given equal time to speak. Your PTA can have specific questions that it puts to all of the candidates, and you can also take questions from the audience. In the latter case, you may want to have audience members submit questions on index cards so similar questions can be reduced to one comprehensive question.
Local PTA advocacy is not limited to just referenda and school board candidate forums. Your PTA may be concerned about supporting special education students, gifted students, LGBTQ students, immigrant students and families, homeless students, or other groups. There may be school district policies that your PTA does not believe provide the best education or environment for the students of the district. If your PTA wants to address a local issue, but doesn’t know where to start, Illinois PTA’s video on How to Advocate the PTA Way walks you through how to pick an issue, create an advocacy campaign, and bring it to life.
Additional Resources
PTA has been advocating on behalf of children for 120 years, on issues such as child labor, school nutrition, and juvenile justice. PTA can make its biggest difference in the lives of children when it changes policies and laws that affect them throughout a school district or across a state or the nation. The benefit of this long history of PTA advocacy is that there are a lot of resources to help your PTA be successful advocates.
- National PTA Advocacy Toolkit
- National PTA Federal Public Policy Agenda
- National PTA Letters to Policymakers
- National PTA Resolutions and Position Statements
- National PTA Every Child in Focus Campaign
- National PTA Diversity and Inclusion Toolkit
- National PTA Special Education Toolkit
- Illinois PTA Legislative Platform
- Illinois PTA Resolutions
- Illinois PTA Advocacy Day Webinar Series