Lobbying 101: Lobbying Techniques | #PreservationForum (2024)

Lobbying in Person in Washington, D.C.

Whenever you are in Washington, you should contact your representative and senators. If your congressman is unable to see you, make an appointment to meet with the staff person who is working on preservation-related issues. Some members of Congress do not have aides assigned specifically to preservation, so you should ask to speak to the aide in charge of housing, taxes, appropriations, etc., about a preservation-related matter. If the issue is applicable you can also ask for the environmental legislative assistant. (Resource: Communicating with Elected Officials)

The following suggestions will help ensure that your meeting is productive:

Before

  • Schedule an appointment in advance by calling your member of Congress’s scheduler. Be firm in your request to see the member. If you have trouble getting time to see the member, consider talking to the chief of staff about your desire for a meeting, or plan to meet with the staff person who works on preservation issues. (More often than not your meeting will end up being with staff not the member).
  • Prepare and send beforehand a memorandum or agenda that outlines what you plan to discuss at the meeting and who will be attending. Staff will appreciate the opportunity to familiarize themselves with the issues and brief their boss. Include bill numbers when referencing particular legislation.
  • Gather any background material that may be useful, including some memento of a preservation project—a poster, artifact, or the like.
  • Reconfirm a week or so before the meeting.
  • If several people will be attending the meeting, coordinate your remarks in advance, including deciding who will take the lead and how.

During

  • Bring copies of your memorandum/agenda and a list of meeting participants, including contact information for each, to hand out at the start of the meeting. Present any memento you have brought. Note: Make sure that the cost of this memento is beneath the maximum allowable amount.
  • Acknowledge the member’s support for preservation.
  • Get to the point of the meeting quickly, be succinct, and keep the meeting as brief as possible.
  • Discuss the bill by using its number and title. If you are not lobbying on a particular bill, be specific about what you want the member to do for you.
  • Use specific examples from your member’s state or district to support your point.
  • Bring materials to illustrate your point. It is always a good idea to leave some concrete reminder of your visit for the staff or member to refer to later. A one-page briefing sheet is particularly effective. As preservationists we are lucky to have some great images of our work—before and after photos can be powerful tools.
  • Be prepared to answer questions on preservation, not the legislative process. Remember, you are the preservation expert; you know more about preservation than they do.
  • Feel free to ask questions about where they are in the legislative process.
  • Always look for opportunities to be of service to the member. For example, offer to send follow-up information regarding issues that came up during the meeting.
  • Suggest a follow-up, i.e., a meeting in the district or with the district staff, or offer to keep the member regularly updated on what you have discussed. Ask the member who your point of contact should be on the matter.

After

  • Send a thank-you note to both the member and the staff along with any additional materials you have offered to provide. Use the note to briefly restate and reinforce your arguments.
  • Publicize the visit. Include a story in your organization’s newsletter. Send photos and press releases to the local newspaper.
    Let other preservation organizations involved in the same issues know about the meeting and what was discussed.
  • Stay connected with your member and staff person, and work to cultivate the member as a preservation champion. Think of creative ways to involve your member in preservation-related activities, such as the special events suggested below.

Lobbying in Person in the District Office

Asking for a meeting with the member in his or her district office, or inviting the member to visit a preservation venue, can be a very effective way to get his or her attention. Although always busy, most members can pay better attention when they’re “back home” and not juggling the many conflicting demands of their Washington schedules. Often, scheduled Washington meetings with members are actually delegated to staff when the member is called away to a floor or committee vote, or for some other urgent legislative action; this kind of scheduling difficulty is not as often a problem in the home district.

In cases when the issue you want to discuss has a large local impact, it may make sense to meet with the member’s district staff. As a general rule, policy research and advice is provided by the Washington staff, but when there is a large local dimension to an issue, the district office director or other key staff may be able to weigh in with a local perspective.

If you meet with staff in the district office, request that your comments be conveyed to the Washington office and also write your representative or senator giving a brief outline of your meeting and the specific recommendations made to the district staff.

Lobbying by Letter and E-Mail

They typical method for contacting a representative usually begins with an email. When composing the message write something very specific in the subject line. A staffer will be more tempted to delete or forward an e-mail before opening it if he or she doesn’t know what it is about. In the e-mail message, be sure to include all your contact information such as street address, telephone number, and title and organization if appropriate.

The content of the e-mail is similar to a letter. Since members of Congress receive thousands of communications each year, the most eloquent and persuasive lobbying email may not get the attention it deserves if it is too long or illegible.

A representative or senator can gauge constituent sentiment by analyzing the mail received on the subject. Both the quantity and the quality of letters are important.

Since members of Congress receive thousands of letters each year, the most eloquent and persuasive lobbying letter may not get the attention it deserves if it is too long or illegible. The following suggestions will maximize your letter’s effect.

  • Discuss only one issue per letter.
  • Keep letters to one page.
  • Mention the bill number, its title, and the area of your concern in the first paragraph.
  • Relate the legislation to a local issue or law, and use local examples to show the effect on the district.
  • Ask a specific question about the bill or issue. This will increase the chances of receiving an individual response, not a form letter.
  • Always request a specific action, for example, “Please vote ‘Yes’ on H.R. 1111.”
  • Do not put a “cc” reference at the bottom of the letter to your representative or senator. This would suggest that other recipients are almost as important, and lessen the letter’s impact.

It is advisable to first submit your letter by email and then mail it as a follow up. This speeds your message on its way, which can be important when time is a factor. Also, staffers often prefer email to letters, which take more time to open and handle.

Lobbying by Phone

While letters or personal visits are the most effective methods of lobbying, telephone calls can also get results. Telephone calls can be especially important for time sensitive lobbying efforts. You can also make a follow-up call to check if your letter or e-mail has been received and registered. The same rules that apply to letter writing will also work for phone lobbying.

Remember:

  • Be concise.
  • Identify yourself as a constituent.
  • State the reason for your call by bill number and/or subject.
  • Ask a specific question or request a specific action.
  • Relate the bill to a local example or problem State your position as “for” or “against” the bill.
  • Ask where your member of congress stands on the issue.
  • Follow up the phone call with a letter.

Representative’s and senator’s offices in Washington can be reached by calling the U.S. Capitol switchboard. Dial (202) 224-3121 and ask the operator for your congressman’s office.

Lobbying Coalitions or at the State and Local Levels

Lobbying Coalitions: Organizations often join together in lobbying alliances to achieve common goals on a specific issue. Local and statewide preservation and conservation organizations make good lobbying partners. A jointly written or co-signed lobbying letter from a group of organizations is especially effective as it indicates unity on an issue. (Resource: Working with an Advocacy Coalition)

Lobbying—State and Local Levels: Although federal laws have a tremendous impact on preservation, the success or failure of preservation may be determined at the local level. Lobbying state and local elected officials is just as important as lobbying at the national level. Fortunately, all of the same rules apply; “lobbying is lobbying” regardless of the office the elected official holds.

State lobbying networks should be used to lobby for state legislation too. Many important preservation issues must be decided by the state legislature, such as state enabling laws and residential or commercial tax policy.

At the local level, network members can band together to encourage beneficial zoning changes and ordinances.

Lobbying 101: Lobbying Techniques | #PreservationForum (2024)

FAQs

What are the techniques of lobbying? ›

While letters or personal visits are the most effective methods of lobbying, telephone calls can also get results. Telephone calls can be especially important for time sensitive lobbying efforts. You can also make a follow-up call to check if your letter or e-mail has been received and registered.

What are the 3 main types of lobbying? ›

Lobbying Forms. Lobbying takes a wide variety of forms, depending on what kinds of issues organized interests work for and whom they try to influence. Berry (1977) grouped various forms of lobbying into three general categories: direct lobbying, grassroots lobbying, and electoral lobbying.

What is the best lobbying technique? ›

Ways of Lobbying
  • Working with Policymakers ("Insider Advocacy") ...
  • Consultations. ...
  • Face to Face Meetings. ...
  • Presentations. ...
  • Conferences, Seminars, Public Meetings, Etc. ...
  • International Conferences: ...
  • Demonstrating the Problem or Possible Solutions. ...
  • Legal Challenges.

What is a good example of lobbying? ›

Examples of direct lobbying include:
  • Meeting with legislators or their staff to discuss specific legislation.
  • Drafting or negotiating the terms of a bill.
  • Discussing potential contents of legislation with legislators or staff.

What is the golden rule of lobbying? ›

Remember the “Golden Rule”

Treating them with the courtesy, dignity and respect that you would like to receive focuses the conversation on the matter at hand and leaves a positive impression of you and your cause.

What is a simple example of lobbying? ›

An officer of Duke writes to a Member of Congress urging him or her to vote against an amendment that will be offered during the debate on a bill. This constitutes lobbying because it states a view about specific legislation.

Are there two basic types of lobbying? ›

Under IRS regulations, “lobbying” is defined as a communication intended to influence specific legislation (pending or proposed). There are two basic types: “direct lobbying” and “grassroots lobbying.”

Who is the biggest lobbying group? ›

Largest Lobbyist Groups Research Summary

The largest lobbyist group in the U.S. is the National Association of Realtors, who spent over $84 billion on lobbying in 2022. There are over 3,700 companies that lobby the U.S. government.

Why is lobbying controversial? ›

The ethics and morals involved with legally lobbying or influence peddling are controversial. Lobbying can, at times, be spoken of with contempt, when the implication is that people with inordinate socioeconomic power are corrupting the law in order to serve their own interests.

Why is lobbying the most effective? ›

By grouping individual goals together into a lobbying aim, lobbyists represent the interests of many and are more likely to be heard by legislatures than if they came bearing the concerns of one voter.

How do you break into lobbying? ›

Steps to becoming a lobbyist
  1. Earn a bachelor's degree. ...
  2. Complete an internship. ...
  3. Get involved with local issues and form relationships. ...
  4. Find employment in a related field. ...
  5. Get registered. ...
  6. Keep networking.
Jul 21, 2022

What are examples of unfair lobbying? ›

The most obviously unethical (and illegal) practice associated with lobbying is paying a policy maker to vote in a favorable way or rewarding him or her after a vote with valuable considerations. If this practice were allowed, people and organizations with money would always win the day.

What is the biggest lobbying industry in the US? ›

Leading lobbying spenders in the United States in 2022 (in million U.S. dollars)
CharacteristicSpending in million U.S. dollars
National Association of Realtors84.11
U.S. Chamber of Commerce81.94
Pharmaceutical Research & Manufacturers of America25.95
American Hospital Association24.44
9 more rows
Apr 5, 2023

What are not examples of lobbying? ›

Exceptions to the Definitions of Lobbying

In general, engaging in non-partisan analysis, study, or research and making its results available to the general public, or to governmental bodies, officials, or employees is not considered either direct or grassroots lobbying.

What is the lobbying 20 rule? ›

The Lobbying Disclosure Act (LDA) defines a lobbyist as anyone who makes more than one lobbying contact and spends more than 20 percent of his or her time on lobbying activities.

What is illegal lobbying? ›

Bribery is considered an effort to buy power; paying to guarantee a certain result; lobbying is considered an effort to influence power, often by offering contributions. One key difference is that bribery is considered illegal, while lobbying is not.

What is lobbying in layman's terms? ›

“Lobbying” means communicating directly or soliciting others to communicate with any official or his staff in the legislative or executive branch of government or in a quasi-public agency, for the purpose of influencing any legislative or administrative action.

Is lobbying positive or negative? ›

There is nothing inherently wrong with lobbying. Lobbying encourages people to play an active role in their government — it's protected by the First Amendment as our right “to petition the government.”

What is an example of indirect lobbying? ›

If a person requests that another person or entity lobby on the first person's behalf, then that first person may be engaging in indirect lobbying. (For example: A person asks their neighbour, who happens to be related to a DPO, to speak to the DPO on their behalf.)

Who do lobbyists lobby the most? ›

Companies and industries in the United States lobby government officials to influence legislation and regulation. The pharmaceutical and health products industry has spent the most on lobbying over the past 24 years.

How is lobbying ethical? ›

A lobbyist should not cause a public official to violate any law, regulation or rule applicable to such public official. A lobbyist should conduct lobbying activities in a fair and professional manner.

What is another term for lobbyist? ›

activist, powerbroker, influence peddler, mover and shaker, pressure group.

What do lobbyists actually do? ›

Lobbyists are professional advocates that work to influence political decisions on behalf of individuals and organizations. This advocacy could lead to the proposal of new legislation, or the amendment of existing laws and regulations.

What was the famous lobbyist scandal? ›

Several Native American tribes were defrauded by lobbyist Jack Abramoff in his namesake Indian lobbying scandal. Coushatta Tribe of Louisiana: Paid Capitol Campaign Strategies at least $30.5 million from March 2001 to May 2003, of which about $21.9 million was diverted.

How many lobbyists are in the US? ›

In 2022, the total number of unique, registered lobbyists who have actively lobbied in the United States amounted to 12,644. This is an increase from the year before, when there were 12,189 registered lobbyists in the United States.

Why isn't lobbying illegal in the US? ›

While lobbying is subject to extensive and often complex rules which, if not followed, can lead to penalties including jail, the activity of lobbying has been interpreted by court rulings as constitutionally protected free speech and a way to petition the government for the redress of grievances, two of the freedoms ...

What are the harms of lobbying? ›

However, lobbying can also lead to undue influence, unfair competition and regulatory capture to the detriment of the public interest and effective public policies. A sound framework for transparency in lobbying is therefore crucial to safeguard the integrity of the public decision-making process.

Where does lobbying money go? ›

Most money organizations spend lobbying is used to acquire the best representation possible through lobbyists who are well-connected and able to access many elected officials.

Why is lobbying increasing? ›

The jump in 2021, when lobbying spending was about 6 percent higher than 2020, came as the government's pandemic interventions and record expenditure took center stage, including an additional $1.9 trillion in pandemic relief and a $1.2 trillion infrastructure package.

When did lobbying become legal? ›

At the joint committee's recommendation, Congress adopted the Federal Regulation of Lobbying Act, which became Title III of the Legislative Reorganization Act of 1946.

Why does lobbying negatively affect government? ›

Lobbying can have negative effects on government and democracy when it is use to promote the interests of specific groups at the expense of others. These negative effects can include corruption, decreased transparency and accountability, inequality and injustice, and the undermining of the public interest.

What does a lobbyist do all day? ›

Grassroots lobbyists write articles for newspapers and magazines and appear on talk shows to generate interest in and awareness of their issues. Lobbyists tend to work long hours-between forty and eighty hours per week is normal, and when a bill is up for vote they will usually work through at least one night.

Are there limitations to lobbying? ›

A lobbyist or lobbying firm may not cosign, guarantee, furnish security for, or endorse a loan for an elected state officer, legislative official, agency official, or state candidate. In general, a lobbyist may not entertain a reportable official in his or her home.

Why is lobbying still legal? ›

Because the U.S. constitution says that it cannot be banned. From the First Amendment: Congress shall make no law… abridging…the right of the people peaceably to assemble, and to petition the Government for a redress of grievances.”

Is lobbying direct or indirect? ›

Direct lobbying is therefore made up of one-on-one contact and the provision of information to try to influence legislators. Indirect, or “outside,” lobbying tactics are aimed at influencing the views of the general public, which will in turn affect the preferences of legislators.

What are the top 5 lobbying industries? ›

CharacteristicSpending in million U.S. dollars
Pharmaceuticals/Health Products373.74
Electronics Mfg & Equip221.52
Insurance158.45
Securities & Investment137.78
9 more rows
Apr 5, 2023

How many lobbyists does now have? ›

At least 13,784 organizations deployed 12,609 federal lobbyists throughout 2022.

What lobbying techniques could they use to influence legislators? ›

Lobbyists have various tools at their disposal to influence legislation. They can provide expertise information to legislator, give campaign contributions, and lobby legislative and executive branch officials to act on behalf.

What are the three main ways lobbyists lobby elected officials? ›

Lobbyists do this through lobbying: informing, persuading, and pressuring policymakers to support the group's objectives. The more policies the government proposes, the more lobbyists become involved.

What are the four types of lobbyists? ›

Contract lobbyists may have a myriad of clients in different industries while others may specialize in specific types of clients. Regardless of the subject matter of the client's interest, there are essentially four types of clients: monitoring, lobbying, consulting, and procurement.

Who is the most influential lobbying? ›

The largest lobbyist group in the U.S. is the National Association of Realtors, who spent over $84 billion on lobbying in 2022. There are over 3,700 companies that lobby the U.S. government.

What two branches of government are impacted by lobbying? ›

Generally, lobbyists focus on trying to persuade decision-makers: Congress, executive branch agencies such as the Treasury Department and the Securities and Exchange Commission, the Supreme Court, and state governments (including governors).

What are the limitations of lobbying? ›

Limitations on Permissible Lobbying.
...
Under Section 4911(c)(2) of the Code, the maximum allowable annual lobbying is the sum of:
  • 20% of the first $500,000 of an organization's exempt purpose expenditures, plus.
  • 15% of the second $500,000 of such expenditures, plus.
  • 10% of the third $500,000 of such expenditures, plus.

What is the most common function of lobbyists? ›

They work on behalf of nonprofits and other organizations to voice their concerns to Congress about legislation and how it affects their cause or issue. Lobbyists have a deep understanding of how the federal government works, as well as the rules, regulations, and laws imposed on lobbyists.

What are lobbyists not allowed to do? ›

A lobbyist or lobbying firm may not cosign, guarantee, furnish security for, or endorse a loan for an elected state officer, legislative official, agency official, or state candidate.

What is the biggest lobbyist industry? ›

Leading lobbying spenders in the United States in 2022 (in million U.S. dollars)
CharacteristicSpending in million U.S. dollars
National Association of Realtors84.11
U.S. Chamber of Commerce81.94
Pharmaceutical Research & Manufacturers of America25.95
American Hospital Association24.44
9 more rows
Apr 5, 2023

Which industry has the most lobbyists? ›

U.S. leading lobbying industries in the U.S. 2022

In 2022, the pharmaceuticals and health products industry in the United States spent the most on lobbying efforts, totaling to about 373.74 million U.S. dollars.

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