DEMOCRACY ALLIANCE (>>)
STATE FUNDS
FOR THE DEMOCRACY ALLIANCE
a eee POA ee) |2020 STATE FUNDS
Winning Elections and Advancing Policy
Control of state and local governance has proven to be a successful
strategy for conservatives in winning elections and policy that has shifted
the playing field. The 2020 Vision framework elevates states and the New
American Majority as central to progressive long-term success. These
are the places where, and the people with whom, we must build power
in order to see progress on our three connected goals: creating a fair
democracy, building an inélusive economy, and nurturing a healthy planet.
States are increasingly the sites of our most important political and
policy battles. We need a broad coalition with strong community roots to.
engage successfully in these battles.
The DA established the 2020 State Funds, an aligned set of collaborative funds that
will make significant invest ments in twelve strategic states, in Spring 2015. Each fund
has its own strategy that helps achieve collective goals, and its own Advisory Board that
provides resources, expertise, and governance. DA staff carry out the funds’ work and,
along with a Coordinating Council comprised of Advisory Board and DA Board
representatives, help forge connections and collaborate across issue areas and among
and between constituencies. The new funds are:
+ Climate Fund to invest in state and local level + New American Majority Fund to bulld
advocacy efforts that will bulld the base of political power, organizational capacity,
support to address the climate crisis; and infrastructure, while centering these
under resourced communities in the
‘+ Democracy Fund to invest in proactive voting _ progressive movement; and
rights reform campaigns that increase
participation and access to voter rolls; + State Engagement initiative to support
state-based electoral strategies
+ Inclusive Economy Fund to invest in
promising state end local campaians that set
new standards for working people and their
families and build toward federal reform:
These funds add to the organizing capacity and strenath of older DA funds which have
existed to lift up constituencies: the Black Civic Engagement Fund, which develops and
coordinates resources for investment in organizations focused on engaging Black commu-
nities around voter participation; the Latino Engagement Fund, which provides a valuable
center-of-gravity to state-based organizations with deep reach in Latino communities,
helping incentivize coordination and collaboration; and the Youth Engagement Fund,
which builds the power of Millennials, by making voting habitual and a social norm for
young people and supporting youth-led advocacy efforts,
2020 VISION STATE FUNDS | FALL 2015 1the 2020 State Funds will help:
* Change the electoral map by working to make
targeted gains in state and federal elections
with an eye on setting progressives up for more
favorable redistricting maps post-2020;
+ Bulld the progressive base by investing in the
New American Majority and centering those
communities in our strategies:
If we're successful in aligning and meeting goals,
* Win significant policy gains through strong
issue organizing work on climate, economic
inequality, and voting rights;
+ Build and sustain state infrastructure by
‘engaging new donors and alles, strength-
‘ening donor tables, supporting convening
‘and communication hubs, and building field,
leadership, and policy capacity.
The 2020 State Funds will initially focus on 12 states:
+ Challenge states that are essential to restoring
progressive power both at the state and
federal level (FL, NC, NM, OH, PA, VA, Wi:
+ Growth states that are trending in a more
progressive direction but are currently out of
reach (AZ, GA); and
+ Governing states with progressive majorities
‘that can pass exemplary policies that make
systemic change in favor of progressives and
‘create momentum for federal reforms
(CO, MN, OR).
Not every fund will work in all twelve of the states, but by having a common set of states
Jn which to focus we can maximize resources and explore opportunities, This alignment of.
funds and strategy only further enhances the goal of building and sustaining state and, in
some cases local, infrastructure and capacity.
The 2020 State Funds will build on DA’s investment and experience in
administering pooled funds, and the lessons learned on the benefits to
utilizing pooled funds including:
+ Agile and targeted funding, with the ability to
respond quickly and at various support levels.
+ Shared intoligence, and vetting of effective
‘organizations for investment.
+ Ability to share tools, training, and capacity
building assistance with aroups.
+ Opportunity to collaborate as donors, learn
together, and leverage resources fram multiple
+ Increasingly coordinated funding
strategies and plans,
+ Shared administrative resources such as
staffing, technology, and finance,
+ Multiple donors can tackle big issues collectively,
having greater impact than on their own,
+ Groups have less fundraising work, allowing
them to focus on programmatic work
The memos that follow describe each fund's goals, strategic approach and initial
geographic focus. As the funds’ plans progress, we will develop comprehensive state plans
that will outline the collective investments in each of the DA priority states,
Private and confldenta to Democracy Allance,CLIMATE FUND/
CLIMATE ACTION FUND
OPPORTUNITY STATEMENT
FUND GOALS
The 2020 Climate Fund will help fil the critical gap in the battle t
e imate Fund will help fill the critical gap in the battle to Any chart
address the climate crisis: building the public and political will to act.
Identifying and investing in place-based organizations to mobilize "The mevernents WOReer RE
constituencies to move a progressive agenda on climate is an essential ‘risaaived by owing as
component of building that will, Key organizations in priority states climate and clean eneray issues
will increase their organizing presence and efforts to link galvanizin pighatereclcres rie aan
socal ribariy Farkit corres tias te ciate and tetera eattne ‘energy policy outcomes. The Fund
local issues facing front-line communities to state and federal policies Se Oe een
like carbon pricing, the Clean Power Plan, or clean energy measures, the strongest promise for building
that create jobs and help solve the climate crisis. long-term capacity and impacting
near-term policy and electoral fights
‘The DA's commitment to the development ofa fund to support state and
local organizations recognizes the imperative of expanding what we have
traditionally understood as the climate movement and the need te move
climate agendas from the ground up.
The DA's Climate Fund is designed to
Invest in state and local level advocacy
efforts that will build the base of
support to address the climate crisis.
‘The groups that are ripe for Inclusion and connection inthis effort include By driving greater investment into the
‘organizations that represent communities of color, faith communities, young ‘grassroots organizations to conduct
voters, and working families, Many are state-based organizations that are also ‘community education, legislative
leaders in the efforts to address inequity and build civic capacity. Many of advocacy and outreach, and civic
these organizations also run large scale voter mobilization efforts ang ‘engagement in a select number of
electoral campaigns, states, the Fund seeks to:
+ Mobilize grassroots linked to
advocacy that can advance
policy solutions atthe local, state,
‘and federal levels that reduce
‘greenhouse gases while enabling
low-income Americans to gain
‘economic benefits from the
transition to a modernized, healthier,
Our effort wil seek state gains while pushing a larger national narrative ancl ‘and efficient economy.
political accountability, Part of the job ofthis state-rooted effort willbe to Bete cil of akaete
Figure out Now to leverage local and regional victories into shifts in national ee aioe
debates. At the forefront will be ensuring the policies actually address climate eee cieteaeie tise aa.
‘change and expand the economic opportunity for iow and moderate-income Bere iaica cea sie
‘communities, guaranteeing a just transition. Coordination among organizing eee cine
networks and groups can help to ensure that fighting clmate change and
‘economic inequality go hand in hand, + Bulld the capacity of place-based
‘organizations working in commu-
nities of color that are impacted
by the effects of climate change
directly or economically see climate
Justice as an essential Issue
Unfortunately, powerful economic, ideological, and political interests have
strong incentives to resist measures that acknowledge and address climate
change’s devastating effects. The Right has pilloried climate science, turning
a historically shared value of environmental protection into a contrivance.
Reasoned arguments and real solutions can reach many citizens, but they
will not persuade opponents of new climate policies to think beyond their
corporate interests.
All organizations funded through the
Climate Fund will identify metrics of
success in the short and long-term.
2020 VISION STATE FUNDS | FALL 2015TARGET STATES AND INITIAL INVESTMENTS.
‘To identity our target states we sought states and communities that have the
potential to adéress climate change or influence the poltical process that will
ADVISORY BOARD
“The New Venture Fund (NVF) and Jmpact our ability to move climate change policies. The Climate Fund utilized
the 1630 Fund serve as the fiscal the following key lenses:
sponsor for the SO1(€)(3) and
Berea renatieartiaticotend + States and communities that have the potential to address climate change
{due to their role in fossil fuel extraction, the Clean Power Plan, and/or are
fiscal oversight for all grant making
ve @ a significantly impacted by climate
ate ee + States overlapping with the priorities of other DA Funds and funders
Sarah Christiansen (especially the New American Majority Fund).
Solidago Foundation
+ States with compelling grassroots potential inked to power-bullding
Josh Fryday ‘campaigns,
NextGen Climate, Chair
Based on these criteria, FL, OH, PA, and VA were selected because they met all
Heeten Kalan ‘oF most of the factors above. There are some other states, like CO, that could
‘New Wr Foundation ‘meet a lot of these criteria, and we will explore further as funding allows.
Josie Mooney In FL and VA, the effects of climate change are being felt dramatically and are
NextGen Climate creating opportunities fr activism,
Guillermo Quinteros PA and OH are states highly impacted by the shift to a clean economy. Both
Solidago Foundation states have significant carbon footprints (PA is the 2nd largest producer of
natural gas and the 4th largest producer of coal and OH recently froze its
Lee Wasserman renewable standards) and are key to the success of the Clean Power Plan
Rockefeller Family Fund
Kathleen Welch
Corridor Partners
Contact
| .
kathryn Greenberg f : t
Consuttant ven | va
kgreenbera@kaconsulting.us
To provide a more complete picture,
this memo reports on the work of
both the S016) Climate Fund and 7
the 501(¢)4) Climate Action Fund, oo (
“The operations of the two organiza- 7 y ,
tions are kept separate to the degree
required by law.
Over time, this fund aspires to connect and coordinate this work across multiple
states and with the larger climate movement. We believe that investments in
bbase building and grassroots support for these critical battles will produce
important power building and policy outcomes.
4 CLIMATE FUND/CLIMATE ACTION FUND Private and contcentil to Demcracy AllanceDEMOCRACY FUND/
DEMOCRACY ACTION FUND
OPPORTUNITY STATEMENT
FUND GOALS AND
The ratios of political access and power are dangerously out of
es is ial APPROACH
balance. In recent years, wealthy elites and corporations have gained
significantly more control over and influence in government and policy,
while everyone else - especially the young, communities of color, lS Dstecee ale eed
orreniena (oni neat aes ar invest in proactive voting rights reform
, and low-income citizens ~ has seen their voices and access Oe GutEN
dramatically eroded. In no arena has this been so stark as voting, Gee Sie
whore the Right has enacting legislation in 21 states designed to voter rolls.
prevent progressive constituencies from exerting their political power. Tekin ce ee
The premise is simple - strong voter participation favors progressives, i iforietbe cle Reale oriead
0 conservatives have sought to narrow the electorate. Simultane- restoration of voting rights for
‘ously, the Right’s successful legal assault on the Voting Rights Act has formerty Incarcerated cltizens. The
hindered the Justice Department's ability to enforce voting rights Sune a) bans So lose vaea et
indeted the Justice Department's ability to enforce voting rights, Reo aces
‘other urgent opportunites, incl
potential defensive campaigns in DA
priority states where voting rights
remain very much under assault
Despite these challenges, racent legislative victories in OR, NJ, and CA have
‘demonstrated that progressives also have the opportunity to go on offense ~
to enact reforms that structurally enable areater participation. Automatic
voter registration (AVR), in particular, is one of the largest "game-changer”
reforms, ensuring:
+ That milions of voters are added to + That citizens can register to
the rolls automatically when they vote online; and ———— ——
interact with government agencies; that people can update their
+ That once citizens are signed up, registration information tthe pols. Recent legislative victories...
they emai registered when hey have demonstrated that
‘move within a state;
progressives also have the
If enacted nationally, AVR would add an estimated 50 milion voters to the
rolls. An ational practical implication of automatic voter registration is that_ opportunity to go on the
it could be a huge cost savings for funders that have traitionelly underwritten
independent voter registration programs, freeing up millions of dollars to offense - to enact reforms that
be devoted to other activities, such as issue advocacy or GOTY work. Other
proactive reforms, such as Same Day Registration (SDR) and Online Voter structurally enable greater
Registration (OVR), have a demonstrated positive impact on participation, and
there is a need for more SDR and OVR campaigns, as well either in partnership
with AVR or as steps toward it
participation.
‘The other primary opportunity for progressives to run proactive campsigns
is around rights restoretion for formerly incarcerated citizens who are cisen-
franchised because of @ criminal conviction, State laws vary widely in terms
Cf the period of time and process by which these citizens are eligible to have
their rights restored, but the collective impact of these laws is notable ~ nearly
6 milion citizens were denied access to the ballot in 2012 due to @ criminal
conviction. Given the disproportionate numbers of Blacks anc Latinos ~
‘especially Black and Latino men - who comprise the US. prison population,
felon disenfranchisement laws play a significant role in making the American
electorate less diverse than its citizenry and overrepresenting white voters.
2020 VISION STATE FUNDS | FALL 2015ADVISORY BOARD
“The New Venture Fund (NVF) and
‘the 1630 Fund serve as fiscal sponsor
for the 50KC\3) and 50Kc(4)
respectively, with legal and fiscal
oversight forall grant making
Advisory Board
Patricia Bauman
‘Bauman Foundation and
DA Partner, Chair
Rockefeller Philanthropy Advisors on
‘behalf of an Anonymous Donor
Partner Advisory representing a set of
Anonymous Bonors
Matt Hollamby
Wyss Foundation
Contact information
ule Kehler
‘Managing Director
Jkohier@democracyaliance org
‘To provide a more complete picture,
this memo reports on the work of
both the 501¢¢.(3) Democracy Fund
‘and the 50Xc)(4) Democracy Action
Fund, The operations of the two
organizations are kept separate to the
desree required by law.
6 DEMOCRACY FUND/DEMOCRACY ACTION FUND
TARGET STATES AND INITIAL INVESTMENTS
Initial states of investment include:
[AZ and NM, where there are promising opportunities to advance AVR statewide
legislatively or through the ballot;
\VA, where there is an opportunity to plot some municipal-level campaigns;
‘OR, where additional resources are needed to Implement AVR well and ensure
that there isa “gold standard” model for other states; and
FL, where advocates are laying the groundwork and educating the public for a
rights restoration ballot initiative In either 2018 or 2020.
‘Adaitional states under investigation for future proactive reforms are MN for
restoration of voting rights and PA automatic voter registration initiatives.
Prva anc confidential to Democracy AllanceINCLUSIVE ECONOMY FUND/
INCLUSIVE ECONOMY ACTION FUND
OPPORTUNITY STATEMENT
FUND GOALS
AND APPROACH
Forty years of "trickle down” policies have generated wealth ang
income inequalty so extreme that it threatens our nation’s long-term
economic health and the democratic process itself rong labor
standards, regressive taxation, and reckless financial deregulation are ‘The Inclusive Economy Fund (IEF)
driving down wages and undermining the mide class, Wealth ana eosee ee eres pees
power are ever more concentrated in the hands ofthe fe, while 90 eee
percent of Americans ar fling further ancl further behind. Women workiro pple and ther ais
and people of color are disproportionately impacted by these trends. Pee eae efor. Ne
Peon aan ee IEF wil ft up and debate economic
No free and open society can endure long-term stagnation and continuously policy debates that expose the lies of
rising inequality. Building @ more inclusive economy ~ one that prioritizes ‘conservative economic theories and
political and economic inclusion - requires re-writing the rules at every level If point to anew, inclusive economy as
We are to build a more inclusive America, we must do more than just challenge the solution. Campaigns must make
the failed “trickle down” theory that has dominated the public debate - we must ‘a meaningful difference in people's
replace it with an agenda that proves the inclusive theory of economic growth, financial security by:
Ina 2ist century economy, growth is a product of the virtuous cycle + Shifting the public debate in terms of
between innovation and demand, The policies that crive growth are the ‘what is possible in both economics
‘same political, social, and economically inclusive policies that define the and polities, while advancing our
broader progressive agenda. This is not simply a matter of fairness, these Inclusive economics narrative; and
policies are also pro-growth
wed * Building the power and long-term
advocacy capacity of local, state
‘and national organizations,
The Inclusive Economy Fund will support a mix of ee
issue campaigns, with particular attention to potential low-income communities.
“breakthrough” moments... campaigns that transform hes ini ees eganre Fn wih
support a mix of issue campaians,
the national debate by changing people’s sense of what With particular attention to potential
“breakthrough” moments Like the
is possible. successful fight in Seatle fora SIS,
minimum wage, these are campaigns
ae that transform the national debate by
changing people's sense of what
is possible.
While the focus is on state and
local campaigns, in most instances,
{federal policy change is necessary to
truly meet the goals of an inclusive
‘economy. We will only support
local campaigns embedded in a
national strategy.
2020 VISION STATE FUNDS | FALL 2015 7ADVISORY BOARD
“The New Venture Fund (NVF) and
the 1630 Fund serve as the fiscal
sponsor for the 501(€X3) and
501(€)¢4) respectively, with legal anc
fiscal oversight forall grant making,
Below represents the Advisory Board
for NVF.
Advisory Board
Peter Colavito
Service Employees international Union
‘Alan S, Davis
Wyo initiative
Lisa Guide
-Rocksfellor Faraly Fund
Eric Halperin
(Open Society Foundations
‘Nick Hanauer
DA Partner
Matt Hollamby
Wyss Foundation
Michelle Ringuette
‘American Federation of Teachers
Damon Silvers
AFL-CIO
Contact
Zoe Hudson
Consultant
zoevhudson@gmailcom
‘To provide a more complete picture,
this memo reports on the work of both
the 501¢e)3) Inclusive Economy Fund
‘and the S01(¢)(4) Inclusive Economy
‘Action Fund. The operations of the
two organizations are kept separate to
the degree required by lav.
a
TARGET STATES AND INITIAL INVESTMENTS.
‘The IEF is looking for high impact and high leverage campaigns. This is a
dynamic process, and new campaigns willbe considered as funding allows,
At the outset, we are prioritizing
+ Childcare: Children, families and workers are al struggling in the current
system that falls to deliver quality and affordable early care and education,
‘This has profound repercussions for the country’s long-term economic health,
Families below the poverty line spend an average of 36% of their income
‘on childcare, Workers in this sector often only earn minimum wage and are