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On 12 July 2016, Democratic presidential candidate Bernie Sanders formally endorsed rival Hillary Clinton at a New Hampshire event, causing consternation among supporters who were confident he still planned to take his candidacy for the nomination to the convention in Philadelphia later that month. A number of interlinked rumors appeared on social media following the Clinton/Sanders event, roughly outlining a larger general claim. According to many social media users, Sanders' pre-convention endorsement was a requirement under Democratic National Committee (DNC) rules as a condition of bringing his delegates to the convention, just as Franklin Delano Roosevelt had similarly been forced to endorse an opponent before going on to win at a contested convention: Contacted later in the day by phone, Wolthuis clarified her comments about the use of force and Sanders' endorsement of Clinton: Wolthuis also referenced a Washington Post article published after Sanders' 12 July 2016 comments, surmising that Sanders in part intended to tack Clinton to promises of a progressive platform: We reviewed the oft-cited DNC 2016 rules [PDF] but were unable to locate any specific verbiage mandating that any candidate endorse any other candidate in order to fully participate in the convention. It is possible (but not necessarily likely) that the endorsement was an agreed upon concession made outside formal rules or quietly between the campaigns. Confusion over the meaning of Sanders' endorsement was exacerbated following the release of the contents of a conference call he held with his nearly 1,900 pledged delegates hours after his public appearance alongside Clinton: During the 38-minute long call, Sanders maintained the campaign won 22 states and lost several more by a hair, stating that a majority of voters under 45 from all demographics overwhelmingly voted for him in primaries and caucuses. Sanders held that the superdelegate issue impeded his campaign, noting that Clinton earned 2,205 pledged delegates to his 1,845 and that she received a hell of a lot more superdelegate support: In a portion of the call regarding his endorsement of Clinton, Sanders did not say that doing so was a condition of bringing his delegates to the convention. He did, however, discuss ongoing negotiations between the campaigns to ensure that planks of Sanders' campaign were adopted and Clinton was on record making such agreements. Compromises cited by Sanders included the candidates' differing plans on college tuition and single payer healthcare (including dental and mental health coverage) expansions for millions of Americans. In a significant portion of the call Sanders addressed questions about delegates' traveling to Philadelphia for the convention, asserting the campaign [needs its delegates] to vote for Bernie Sanders for President, and [his] hope is we can get 1,900 votes on the first ballot. Sanders addressed rumors of challenges to credentials without further detail, presumably referencing concerns that Sanders delegates would face opposition at the convention. The senator stated he didn't believe the rumors had merit, adding that the campaign would arrive with a bunch of lawyers in Philadelphia and make sure every [delegate takes their] seat. Sanders also addressed questions about whether he had been offered a significant role in a potential Clinton administration, to which he said no. Towards the end of the call, Sanders stated that his campaign was not suspended, but that he expected Clinton to emerge as the nominee following the convention. Overall, the conference call represented the most in-depth look regarding Sanders' motivation in endorsing Clinton prior to the convention. No portion of the call hinted or suggested that his endorsement was due to tacit threats or coercion with respect to negotiated agreements between the campaigns. A second portion of the rumor held that Sanders was heading into a contested convention having endorsed his rival, just like FDR before him. Rumors to that effect didn't specify when or under which circumstances Roosevelt made such an endorsement before going on to win the nomination (if a year was cited for this occurrence, it was typically 1932). A 2007 New York Times article about FDR's 1932 convention win did demonstrate many parallels to the contest between Clinton and Sanders: However, a substantial difference existed between Roosevelt in 1932 and Sanders in 2016. In addition to facing a three-way runoff requiring a two-thirds majority, Roosevelt (unlike Sanders) went into the convention with a majority of delegates (but no superdelegates, as that concept was not introduced until 1984): No portion of that article mentioned Roosevelt endorsing his rival, merely tensions between establishment Democrats and an outsider candidate. Another article described aspects of the nominating process with which Clinton had more in common with Roosevelt than Sanders did: Given FDR's majority of delegates and votes, it was exceedingly unlikely he at any point endorsed either of his rival candidates (of whom there were two). Moreover, journalism and political news operated far differently in 1932 than 2016, making an endorsement tendered by FDR for a rival far less relevant than in the era of social media. It was true Sanders in some respects evoked Roosevelt's position at the contested convention of 1932, but the material difference between Sanders in 2016 and FDR in 1932 boiled down to a majority of delegates. (We contacted archivists at the FDR Presidential Library & Museum for confirmation that Roosevelt did or did not endorse a candidate in 1932 prior to winning what was a hotly contested convention. An individual with whom we spoke indicated that detailed information was not to hand, adding that an archivist would look into the claim and respond to our query.) In short, it isn't precisely clear why Sanders opted to endorse Clinton weeks before the convention without suspending his campaign. Many Sanders supporters maintained that the DNC or Clinton campaign threatened to rescind platform promises had Sanders not endorsed, but the senator made no such claim himself in a 12 July 2016 delegate conference call. During that call, Sanders did urge all delegates to appear in Philadelphia and vote for him on the first ballot. As for claims that Sanders (like FDR before him) was heading into a contested convention after endorsing a rival, there was scant truth to that claim. FDR headed into the convention with a majority of pledged delegates, prior to the advent of superdelegates. While FDR needed a hard-won two-thirds majority to seize his nomination, he also started with more delegates than his competitors. And the process of formally endorsing a rival didn't appear to be exceptionally relevant (if at all common) in the 1932 presidential nominating process.
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