Sometimes the most important election decision isn't about a candidate, but about a ballot measure—a bond for parks and trails, a sales tax for transit, or a change to the city charter. For advocacy groups, engaging on ballot measures is a different process than candidate education, with different rules and opportunities.

A Different Set of Rules

The most important distinction is for 501(c)(3) nonprofits.

For 501(c)(3) Nonprofits: While you are strictly prohibited from supporting or opposing candidates, you are legally allowed to take a position on ballot measures. This is not considered partisan "electioneering." Instead, it is considered "lobbying." {.is-info}

For All Groups: Even though you can legally take a side, it's crucial to have a clear, internal process for deciding to engage and to ensure your messaging is strategic and effective. {.is-info}

As a 501(c)(3), you must track your lobbying expenses and ensure they remain within the limits allowed by the IRS. For most local advocacy groups, this is rarely a problem, but it's important to be aware of the requirement.

Steps for Engaging in a Ballot Measure Campaign

1. Do Your Homework

Before your organization takes a public stance, you need to do a thorough internal analysis.

• Read the Fine Print: What does the ballot measure actually say? Get the exact text. Does it guarantee funding for your priorities, or are they just a "possibility"?
• Analyze the Impact: How would this measure, if passed, affect your community and your mission? What are the consequences if it fails?
• Understand the Politics: Who is already supporting it? Who is opposing it? Is there an official "Vote Yes" or "Vote No" campaign you could join?

2. Get a Formal Endorsement from Your Board

A decision to support or oppose a ballot measure should be a formal one.

• Present the Case: Your staff or advocacy committee should present the leadership team or board of directors with a summary of the analysis from Step 1.
• Hold a Vote: The board should vote to officially adopt a "Support," "Oppose," or "Neutral" position on the measure. This ensures your entire organization is aligned.

3. Join a Coalition

You will be more powerful if you are not acting alone.

• Find the Official Campaign: There is almost always an official committee leading the charge for or against a measure. Connect with them.
• Pool Resources: By joining a coalition, you can share in the costs of polling, mailers, and advertising, and coordinate your messaging for maximum impact.

4. Campaigning for Your Position

Once you have a formal position, you can advocate for it directly.

• Educate Your Members: Write a blog post or email to your members explaining what the ballot measure is and why your organization has chosen to support or oppose it.
• Directly Ask for Votes: Unlike with candidates, you can be explicit. Use phrases like "Vote Yes on Prop 123" or "Urge your friends to Vote No on Measure B."
• Get Out the Vote (GOTV): You can run phone banks, send texts, and go door-to-door to talk to voters specifically about the ballot measure.
• Earned Media: Write letters to the editor and op-eds arguing for your position. Pitch the story to local journalists.

Engaging on a ballot measure is one of the most direct ways your organization can shape public policy and win tangible resources for your mission. By following a clear process, you can be a powerful and effective voice in the campaign.