Policy Core Course 2018 - June 14th Sessions

Thursday, June 14, 2018 -
9:00am to 12:45pm EDT
Philanthropy New York; 1500 Broadway, 7th Floor, NYC 10036
Members of PNY & Partner Orgs: 
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This is a part of the Policy Core from our PNY Core

**Reserve your spot for all four sessions of our Policy Core Course 2018 OR pick-and-choose which of the four are right for you**

Please register for the June 14th Sessions below:

Please register for the June 28th Sessions below:

Knowledge of the policy/advocacy environment has never been more important for philanthropic organizations. Not only must funders have firm grasp of the legalities and potential effectiveness of their grantees’ advocacy efforts, they are also facing increasing demands and different imperatives to exercise their own organizational voice.

The Policy Core Course consists of four sessions delivered over two half-days, offering training to foundation trustees and staff at all levels help navigate the legal, strategic, and governance practices necessary to incorporate advocacy and amplify your work.

Philanthropic organizations – whether private foundations, community foundations, public charities, corporate foundations or family foundations – have considerable legal rights to exercise their voice in public policy discussions, but there are limitations. Today, when the imperative to speak out seems more intense than ever, every staff member at every level should consider investing in a refresher on the limits – and the considerable breadth – foundations have to engage in public debate.

Even if your foundation makes the legitimate choice to remain silent on policy concerns, it is important for every person in your organization to know your rights and your limitations. Those boundaries are complicated, in part because there are significant differences between federal laws and New York State and City laws that could necessitate burdensome reporting requirements. 

Back by popular demand, this year’s redesigned course consolidates much of the policy-focused programming that our members have rated highly, adds new concepts requested by members and provides maximum flexibility and choice for participants.  This in-depth program is structured to allow people at different levels of knowledge and responsibility to engage as they choose.

Reserve your spot for all four sessions OR pick-and-choose which of the four are right for you. Each module will complement the next, but all four programs can stand alone. The first half-day concentrates on the basics and laws governing foundation limitations, as well as successful approaches to implementation and administrative advocacy after a campaign. The second half-day focuses on New York State-level campaigns and the work with foundation boards.

Program Agenda

THURSDAY, JUNE 14TH – The sessions from this half-day will guide participants in how to use advocacy as a strategy for achieving impact, and how to plan for steps towards creating meaningful and lasting change after the political campaign “win.”


9:00 AM - 10:30 AM  Policy Core Course 2018: Legal Boundaries & Opportunities

Upon completing this session, participants will be able to:

  • Recognize relevant legal issues surrounding funding advocacy work
  • Discuss ways to support funding advocacy and taking part in advocacy themselves

10:30 AM - 11:00 AM  Philanthropy New York’s 2018 Policy Slate

11:15 AM - 12:45 PM  Policy Core Course 2018: Implementation & Administrative Advocacy

Upon completing this session, participants will be able to:

  • Discuss what happens after the law or after the legislative success and how to go from policy to implementation
  • Recognize the challenges and successes of implementing a policy from the field, including work to defend gains made
  • Discuss what to anticipate, action plans to success, as well as budgeting

Designed for

All interested funders.

Participants are encouraged to take advantage of both day’s programs. Should you be unable to commit to all the sessions, we have broken the two half-days into two sessions each, with guidance for your interests as listed above.


8:30 AM- 9:00 AM   Check-in and Networking Breakfast
9:00 AM - 12:45 PM  Programming

Registration is required by June 13.  Note: Please indicate if you're registering for Session 1, Session 2, or Both Sessions.

PNY Members: To register yourself and/or a colleague at your organization, please log in, choose your desired registration and click the Register Now link above.

Non-member Funders: Log in, choose your desired registration and click the Register Now link above. ($150 fee per session)

Please note: To ensure fairness among our members, we reserve the right to limit the number of attendees per organization for select professional development programs.

Please email register@philanthropynewyork.org with any questions.