141 posts categorized "Grantmaking"

Achieving Racial Equity Through Cross-Sector Partnerships

September 20, 2018

Peopleincircle600Mitch Landrieu, the former Mayor of New Orleans and recipient of the 2018 JFK Profiles in Courage Award for his decision to remove four Confederate monuments from that city, noted on accepting the award that "[c]enturies-old wounds are still raw because they were not healed right in the first place. Here is the essential truth. We are better together than we are apart."

Historically, the failure to increase fairness and equity in America through cross- sector collaboration and public-private partnerships represents a complete failure at the "systems level." Fifty years of effort by government, educational and advocacy groups, corporate diversity programs, and consultants, not to mention intense media focus on the issue, have failed to make a substantial impact.

The fact is, tackling racial equity is hard, the structural and policy issues complex. As an African American, the issues of income inequality and progress on the corporate diversity front are of keen interest to me. Seeking to answer the question "What does good enough look like?", I recently spoke with more than two dozen leaders from the nonprofit, government, and business sectors and discovered that there is broad consensus that much more needs to be done to address racial inequity in America.

Public-private partnerships that pool resources and expertise and facilitate broad community support are one way to do that. The decision by Congress to include, as part of the Tax Cuts and Jobs Act of 2017, $1.6 billion in tax incentives over the next ten years to create Opportunity Zones for private investment in distressed communities is the latest attempt. While the social sector is slowly coming around to the idea that the private sector can be a force good, however, new "playbooks" are required if we hope to see meaningful change.

Unfortunately, the racial inequality debate too often resembles the debate over climate change. Most people concede that the long-term consequences of leaving the problem unaddressed would be devastating, but getting people to agree on the root causes of the problem is impossible. Despite overwhelming evidence of continued discriminatory practices in education, health care, housing, hiring, and the criminal justice system, not to mention the emergence of a field of study focused on the psychology of racial bias, many Americans remain in denial. In fact, in some areas, the data suggest that the problems of discrimination and racial bias are getting worse.

Economic Impacts

In a joint study entitled "The Competitive Advantages of Racial Equity" (32 pages, PDF), FSG and PolicyLink estimated that the elimination of racial wage gaps in the U.S. economy would boost Gross Domestic Product (GDP) by $2 trillion, or 14 percent. In other words, sticking with the status quo represents a huge cost to society.

Similarly, the 2018 edition of the National Urban League’s "State of Black America" report includes an "Equality Index" that measures the status of blacks compared to whites. On a scale of 1 to 100, the 2018 index finds that blacks on average capture 72.5 percent of the American economic pie (compared to 100 percent for whites), earn 58 percent of what whites earn, and have 4 percent of the wealth that whites have.

Other sources corroborate NUL's findings. One of them, a multi-decade analysis of black-white wage inequality and labor participation rates by the Federal Reserve Bank of San Francisco, found that a large percentage of the black-white earnings gap is not due to education or geographic location but, instead, is "unexplained."

Fig. 1.1: Components of Black-White Earnings Gap

Fig1.1_Earnings-Gap
Fig. 1.1_Earnings-GapB

Without strong networks in place, many community-based programs have consistently failed to close these gaps, even as local grassroots efforts struggle with funding options that, all too often, are focused on the short term, unconnected to larger national efforts, and burdened with significant reporting requirements. Not a formula for success.

Yes, various movements have raised awareness of these issues, but they have been less successful, at least so far, in effectuating real change. Movements such as #MeToo, #BlackLivesMatter, #SayHerName, and #NeverAgain have enlisted participants from multiple socioeconomic groups and economic sectors, but, as Donald Tomaskovic-Dewey, professor of sociology at the University of Massachusetts Amherst's Center for Employment Equity, has observed, they are "not so good at practice shifts at an institutional level." Intentionality, collaboration, mission alignment, and joint planning are the best way to achieve our goals in this area.

Case Studies

Through its Truth, Racial Healing & Transformation (TRHT) initiative, the W. K. Kellogg Foundation seeks to encourage conversation among different racial groups with the goal of bringing about transformational and sustainable change. Currently supporting programs in fourteen cites, the initiative teaches participants how to have productive discussions about race that foster mutual understanding. With the goal of strengthening its local economy, one of Kellogg's partners in the initiative, the Community Foundation for Greater Buffalo, has enlisted more than two hundred community-based partners to promote the importance of racial equity in four key areas:

  1. Education and Job Readiness
  2. Criminal Justice & Safety
  3. Quality of Life & Neighborhoods
  4. Income & Wealth

According to CFGB, the regional economy stands to gain more than $1 billion in annual GDP as a result of these initiatives. And by engaging multiple community groups, real progress is being made in high school graduation and employment rates.

Racial equity is an issue for every region of the country, not just western New York. Take the San Francisco Bay area. In his highly acclaimed book, The Color of Law, Richard Rothstein describes how housing segregation patterns driven by government policy since the 1940 still impact communities in the Bay Area. It's not just the South, with its history of slavery and Jim Crow, that enacted laws and policies aimed at preserving discriminatory practices and de jure segregation of the races.

On Capitol Hill recently, I had the opportunity to speak with Congressional Black Caucus staff about their Tech 2020 initiative, which is designed to put a spotlight on much-needed efforts to increase diversity in Silicon Valley's tech industry. Reminiscent of the 1977 Sullivan Principles that addressed apartheid in South Africa, the initiative's S.M.A.R.T. Principles outline the following priorities:

  1. STEAM education and job training
  2. Make tech available and affordable
  3. Address the economic stability of communities
  4. Recruit and retain black talent
  5. Target investment capital in diverse companies and communities

All are admirable, but they will require the active support and participation of a variety of governmental, corporate, and nonprofit entities if they are to be fully realized. Acronyms not backed by effective, coordinated action do not work. To be clear, when it comes to diversity, equity and inclusion, there are lots of nonprofits in America that model best practices. Understanding their role within the larger ecosystem is important. At the same time, funders must provide sustainable funding in support of broad, coalition-building activities.

Funding for Racial Equity

In 2018 report on The Financial Health of the United States Nonprofit Sector (28 pages, PDF), Guidestar, a leading information provider on the sector, notes that most nonprofits are small. Of the more than 1.5 million nonprofits in the U.S., two-thirds have a budget of less than $1 million, accounting for only 2 percent of sector total spending. In contrast, only 2 percent of nonprofits have a budget of $50 million or more, representing 80 percent of total spending. Alarmingly, the report also found that more than half of the nonprofits in the U.S. have less than a month of operating reserves.

BoardSource, the leading provider of nonprofit board support and training in the U.S., reports that lack of diversity in hiring and board representation are key reasons why more funding does not go to programs targeting minority groups. Make no mistake: funders have a critical role to play in encouraging and supporting diversity and inclusion. Underfunding overhead costs, viewing diversity initiatives as too "niche" or risky, overly burdensome grant application processes, and a tendency to favor siloed projects have been counter-productive to the cause in the past and continue to be.

In its Quantifying Hope report (36 pages, PDF), Foundation Center estimates total giving targeting black men and boys for the period 2005-2014 at $334 million. In an interview, Chris Cardona, program officer in philanthropy at the Ford Foundation, told me that Ford had committed $1 billion over five years through its BUILD initiative worldwide to organizations and networks seeking to disrupt the drivers of inequality, including discrimination based on identity and cultural narratives that undermine fairness and inclusion. To leverage that commitment, Ford recently partnered with the Kellogg Foundation and Borealis Philanthropy to create a collaborative fund focused on advancing racial equity in the sector.

An area that requires additional research, however, is overall spending targeting DE&I and racial equity initiatives. Rough estimates range from $2 billion to $4 billion, or 1 percent of overall foundation spending. Clearly, that's not enough investment to address widespread racial inequality in America. (To put it into context, Politifact and Brown University estimate the cost of the wars in Iraq and Afghanistan for the period 2001 -2017 at $6 trillion to $7.9 trillion, including interest.)

Can Technology Help?

Transformative, disruptive innovations in technology are changing the way every sector of the economy works. Rob Acker, CEO of Salesforce.org, describes what we are experiencing as the "4th Industrial Revolution." The Internet of Things (IoT), artificial intelligence (AI), predictive analytics, and robotics are just a few of the emerging technologies that are going to fundamentally reshape society and our world. New cloud-based tools enable nonprofits to manage relationships with clients, donors, and volunteers and keep track of their progress in real-time. Indeed, in a Harvard Business Review article, United Way CEO Brian Gallagher offers a compelling case for shifting his organization's century-old business model and, in partnership with Salesforce, focusing on direct relationships with individual donors and volunteers.

Elsewhere, FiscalNote is an early innovator in the area of issues management, making it easy for nonprofits to automate the gathering of information related to legislative activities at the local, state, and national levels. With that information, advocacy groups can develop new strategies based on the success of local initiatives and share that information nationally, while predictive analytics provide insights on the likely success of proposed legislation. The importance of government policy reform, at all levels, cannot be overstated, and issue management tools created by the likes of FiscalNote are likely to play an increasingly important role in the racial equity conversation.

Conclusion

Racial equity discussions generate a good deal of passion and can be uncomfortable. At the same time, unconscious bias in the workplace often influences key decisions. Well aware of those facts, many organizations are investing in racial/gender bias training. I'm fortunate to live in the Washington, DC, area, where regular visits to the National Museum of African American History and Culture and the National Museum of the American Indian are powerful reminders of this country's long history of racism.

We should not assume that all Americans know that history, and it is critical that we establish a common fact base and language around it. Local grassroots organizations often understand the needs of their communities better than funders and corporations. Senior leaders have a critical role to play in driving cultural change; their input is vital. Equity in the Center's Awake to Woke to Work: Building a Race Equity Culture (38 pages, PDF) is an excellent place to start.

The expectation that one will be treated fairly is a fundamental tenet of the American creed. As Mitch Landrieu so eloquently pointed out, the root causes of structural racial inequality go back centuries, and institutional and systemic change are tough. With only three African Americans and twenty-five women counted among the CEOs of the Fortune 500, progress on the diversity in corporate America has been a slow train coming.

The S.M.A.R.T. principles outlined by the Congressional Black Caucus provide a good starting point. But such principles are useful only if buttressed by aspirational social movements that help push us to think and behave differently. There is no need to repeat past mistakes: racial reconciliation is a key enabler of economic opportunity and growth.

Headshot_michael_geeThe urgency to act before structural racism further destabilizes society and the economy has never been greater. It's time we get this right.

Michael Gee is a graduate of Boston College and the Columbia Business School and the proud father of two sons, both college grads. Previous articles on corporate diversity by Michael have appeared in the Harvard Business Review.

5 Questions for...Timothy P. Silard, President, Rosenberg Foundation

August 30, 2018

Since taking the helm at the Rosenberg Foundation in 2008 — after having served as chief of policy in the San Francisco District Attorney's Office — Timothy P. Silard has worked to deepen the advancement of statewide and national criminal justice reform, immigrants' rights, and racial justice as areas of focus for the foundation. The foundation has joined other funders, for example, to create two affinity groups focused on criminal justice reform, Funders for Safety and Justice in California and the national Criminal Justice Funders Forum; supported efforts to end mass incarceration and dismantle barriers to opportunity and restore the rights of formerly incarcerated people; and is supporting reform at the intersection of criminal justice and immigrants' rights.

In 2016, in partnership with the Hellman Foundation, Rosenberg launched the $2 million Leading Edge Fund to seed, incubate, and accelerate bold ideas from the next generation of progressive movement leaders in California. Eight fellows working to address inequity and injustice in the areas of criminal justice, immigrant rights, and racial justice were selected to receive $247,500 each over three years, as well as technical assistance in the areas of strategy, program design, fundraising, and communications.

As the grant period for the first group of Leading Edge fellows nears its close and the foundation prepares for the next group, which will start in January 2019, PND spoke with Silard about how Rosenberg and its partners plan to support progressive leaders who are shaping the future of criminal and racial justice reform in California and across the United States.

Philanthropy News Digest: The Leading Edge Fund was launched in early 2016, which seems almost prescient in hindsight. What was the impetus for creating a fund specifically designed to support "bold ideas from the next generation of progressive movement leaders in California"?

Timothy_silard_250Tim Silard: Lateefah Simon was program director at Rosenberg at the time and the genius behind the Leading Edge Fund. She and I were talking about how there was tremendous "movement energy" going on. There was the #BlackLivesMatter movement that had been sparked specifically around the killings of unarmed mostly black young men and broadened from there; new leadership around gender and gender identity; and, certainly here in California, an increasingly muscular immigrant rights movement. And our sense was that unrestricted support for movement leaders — because movements depend upon leaders — could have enormous value. Not in any way to replace the important grantmaking that philanthropy does for organizations and coalitions, but on top of that, unrestricted support to give movement leaders the space to innovate, dream, and play the long game.

Philanthropy is one of the few sectors with the ability to fund work that may take decades, but as a field we need to do that much more. Our feeling was that there was a need to invest in ideas that the world may not be ready for and may never be ready for. We thought about who funded the handful of lawyers in the 1980s who were fighting for marriage equality before even most people in the LGBT community thought that was an achievable goal. Those kinds of ideas, those kinds of innovative approaches to social justice and equity that may take a long time to come to fruition, ought to be funded.

And in California, while our population has changed so dramatically, the policies and the vision don't yet reflect the values of a non-white-majority state, a fundamentally progressive state, a state with an incredible richness of communities of color, so we also have the opportunity to go far. Playing that long game made sense here in California.

PND: What was the most important criteria in selecting the first cohort of fellows, and what are some of the highlights in their accomplishments over the last two and a half years?

TS: We have three primary criteria. One is what we call leadership skills but has to do with the depth of their engagement and connection with the community they're serving — some refer to that as "servant-leadership." A second is whether they have a compelling, innovative idea for change. Many wonderful leaders are, understandably, very focused on the nuts and bolts of running an organization and may not have the space yet to articulate such an idea for change. And a third is whether they're deeply personally committed to focusing on trying to advance that idea, or set of ideas, over the next few years — whether they have that space to really focus on their dream.

We're most of the way through the selection process for the next "formation" of fellows — we stopped calling them "cohorts" because it sounds like a scientific study — and it's definitely more art than science. This time we started with a large group of about a hundred and fifty nominees and we asked each of them for a one-pager describing their work and their "big ideas." After we've narrowed it down to about twenty semi-finalists, we ask for a five- to seven-page description of their vision for the broader work, their connection with the community, and the longer-term goals they want to achieve. We do a lot of calls and site visits, and we also talk with folks in their community and their colleagues in the field to learn more about the nominees.

As for highlights, all the fellows are doing important work, and I'll just mention a few. Raj Jayadev, who founded an organization called Silicon Valley De-Bug, is thinking very creatively about how to upend and change the courtroom process and bring organizing and activism and community voice into criminal courtrooms. He spearheaded something called "participatory defense" — which enables families and communities to impact the outcome of cases — in Santa Clara County, where we first funded him. He's now built nine other participatory defense hubs in major jurisdictions in California and fifteen outside the state, with other major cities like Las Vegas and Chicago coming online in September. So that's been amazing to watch — the rapid growth and replication of Raj's vision. And now he's bringing the participatory defense model into bail reform, engaging and bringing community members into the courtroom to push back against and provide alternatives to money bail and pretrial detention in jail.

Raha Jorjani, who is with the public defender's office in Alameda County, launched the first immigration practice at the county level, which has been incredible during this time of federal hostility toward immigrants. So many folks are caught up in both the immigration deportation system and the criminal justice system at the same time, with all the complicated legal implications of that. And of course, you have no right to an attorney in the immigration system, so her work is really bringing, in real time, the right to an attorney into that system — and an attorney who is coordinating with your defense attorney in your criminal case. That model has now been replicated in eight other California jurisdictions. So that's really catching fire. Also, last year she organized the first-ever major legal symposium on prosecutorial misconduct across both of those systems.

Patrisse Cullors, who co-founded #BlackLivesMatter, has written a best-selling book, created rapid-response networks in Los Angeles and other counties across California to eliminate state violence against people of color, and also launched a new initiative called JusticeLA. That group is organizing and advocating in L.A., which is an enormous county — almost a third of the population of the state lives in and around L.A. County — to divest from incarceration and corrections spending and instead invest that money on long-term safety solutions for communities most impacted by incarceration and violence.

Another example is Sam Sinyangwe, who co-founded an organization called WeTheProtesters with DeRay Mckesson and others. He's built an online platform for advocating and organizing against police violence and for police reform; he's built an incredible database; he's done extensive research on the hundred largest cities and their policing policies and practices and published tons of reports; and he's helped other advocates engage directly in a number of cities to get new policies and practices adopted.

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Baltimore Children and Youth Fund: Community-Based Grantmaking Comes to Baltimore

August 08, 2018

BCYF-logoThe Rev. Dr. Martin Luther King, Jr. once said, "Riots are the cry of the unheard." If that maxim is true, Baltimore children, youth, and young adults were crying out long before the 2015 killing of Freddie Gray, Jr. sparked demonstrations and unrest in the city.

Gray’s death was the tipping point, but it was not the cause of the unrest, which was driven by a decades-long pattern in Baltimore of divestment in education, affordable housing, employment, and recreational outlets for children and youth. Whether by intent or impact, young people were not being heard.

Fortunately, while a broad-based coalition of young people, youth-centered organizations, and community leaders had been working to address the vacuum in opportunities for children, youth, and young adults, Baltimore City Council president Bernard "Jack" Young, a longtime advocate for children and youth, was focused on increasing investments in future leaders. His vision eventually spawned the creation of the Baltimore Children and Youth Fund, which distributes grants ranging from $5,000 to $500,000 to persons and groups with a passion for, or a track record of, authentic engagement with young people.

BCYF was a long time coming. Young twice wrote legislation intended to create such a fund, and his dream was finally realized when voters approved a 2016 ballot referendum to create the fund. That it was established by referendum is key; politicians don't necessarily get what they want absent public support. And everything from the inception of the fund to its day-to-day management is a testament to end-user demand and public support. In this case, the support isn't just for getting resources to the community but doing so in the most inclusive and transparent way possible.

To achieve that goal, several individuals and groups have agreed to partner with BCYF. My organization, Associated Black Charities, is the fiscal agent charged with managing the fund. Frontline Solutions International and UPD Consultants are technical assistance partners, with the former covering everything from consultant collaboration to community engagement, and the latter charged with providing strategic thought-partnership throughout the design, planning, and proposal review and grantee administration processes. Kinetics is the strategic communications partner covering everything from social media engagement to online marketing to media relations.

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Weekend Link Roundup (August 4-5, 2018)

August 05, 2018

Heatwave-europeOur weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Communications/Marketing

It's a little late, but we just wanted to give a shoutout to Social Velocity's Nell Edgington and her new website. Congrats, Nell — it looks great!

Diversity, Equity and Inclusion

What does it mean for funders to build power? And how can they incorporate a power-building frame to measure meaningful progress on their DEI efforts? On the NCRP blog, Caitlin Duffy, senior associate for learning and engagement at the organization, shares the insights of four leaders in the sector — Daniel Lee, Alejandra L. Ibanez, Rhiannon Rossi, and Elizabeth Tan — who recently participated in an NCRP-sponsored webinar on the topic.

As she prepared to depart the Meyer Memorial Trust after more than a decade, Director of Programs Candy Solovjovs sat down with Kimberly Wilson, the trust's director of communications, to talk about the evolution of its grantmaking.

Fundraising

News that some dictionaries have started to include an additional definition for the word literally has language purists and the word police up in arms. To which Fundraising Now's Jeff Brooks says: Like, get over it. "[L]anguage changes. And that's a good thing. Even though it means an old 'rule' gets revised now and then."

In part two of a two-part series on board fundraising for the GuideStar blog, fundraising consultant Clare Axelrad looks at the different types of stories your board members can tell and/or elicit from the prospects they approach for gifts. 

Grantmaking

A recent survey of the field by PEAK Grantmaking reveals that too few funders who collect demographic data on their grantees can articulate how they plan to use that information. On the Center for Effective Philanthropy blog, Michelle Greanias, PEAK's executive director, shares some recommendations for funders and nonprofits looking to ensure they are collecting and learning from demographic data in ways that will help increase the effectiveness of their work.

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[Review] Unicorns Unite: How Nonprofits & Foundations Can Build EPIC Partnerships

July 25, 2018

Regardless of what corner of the social sector you work in, you're probably working to make the world a better place. At a time when many scorn and deride such an ambition, Unicorns Unite: How Nonprofits and Foundations Can Build Epic Partnerships urges social-sector changemakers to roll up their sleeves and get to work on improving the relationships necessary to drive the progress we all want to see.

Book_unicorns_unite_for_PhilanTopicWritten by Jessamyn Shams-Lau, executive director of the Peery Foundation, Jane Leu, founder and CEO of Smarter Good, and Vu Le, executive director of Rainier Valley Corps, the book is a highly creative attempt to deconstruct the classic dichotomy between grantmaker and grantseeker — and why not? One can't exist without the other, and changemakers often jump back and forth between the two. But first, what do they mean by "unicorn"? A unicorn, according to the authors, is "a persistent, visionary, and dedicated nonprofit or foundation professional who shines with brilliance and practices humility." And why are they great? Because they are bad-ass; they provide jobs and strengthen the economy; they handle stuff no one else wants to do; they restore and build community; they amplify voices that aren't heard; they stand defiantly against injustice; and they create hope. What's more, we all have unicorn potential inside us. Shams-Lau, Leu, and Le are here to help us find it.

The first step in that journey takes the form of a pep-talk, a much-needed moment of levity before readers are led into the nitty-gritty of all the ways in which our professional relationships are dysfunctional. The authors then dive into "What Is," highlighting some of the key issues in the "unicorn family" dynamic with real-life examples, including distrust, jealousy, power imbalance, fear, hypocrisy, time wasting, disrespect, and a lack of listening and honesty. In the process, they note that while those of us working in the sector have everything we need to foster better relationships within and beyond our organizations, too often we put ourselves into "boxes" — "Foundations are often funder-centric. Nonprofits are often nonprofit-centric. [And we] are all often egocentric" — and that these boxes often turn into "nightmares." Indeed, we spend so much time focused on what's going wrong in these nightmares that we end up perpetuating them, when we should be focused on solving problems together.

The book shares some of these nightmares, which may be therapeutic or chilling, depending on what "box" you put yourself into. In one example, a funder dangled a half-million-dollar grant in front of a nonprofit unicorn, whose staff spent sixty hours filling out their forms and spreadsheets only to have that funder ask them to let go of current staff and replace them with lower-paid staff, and then reduced the size of the grant to $100,000. In another scenario, a foundation unicorn, trying to be respectful of a nonprofit director's time, asked for materials that had already been prepared for other foundations and let the director know as soon as it was clear that his organization wasn't a good fit — only to be accused of leading him on and effectively ending the nonprofit's work by not funding it. And several foundations and nonprofits share the difficulties they have in being in the same room together as peers.

We all have these nightmares, and we all want to forget about them and move forward, but we get stuck because "we are all afraid to name, and then address, the root causes that create division in our sector." Perhaps the biggest one is, "Whose money is it?" The authors are quick to remind us that "nobody owns the money in a foundation. It belongs to the foundation, which is also not owned by anybody — not even the founder or the board. The funds in a foundation exist to serve the public good." But though we know that to be true, we act as if the money belongs to the people tasked with dispersing it, and "even if it's unconscious, money equals power." Arguably, this unequal power dynamic, more than anything else, shapes the interactions between nonprofits and foundations — and between staff members within an organization. It also leads to what the authors call the "Tyranny of the Hierarchy of Inputs," which is an incredibly useful framing of how money is too often valued above all other inputs and contributions to the outputs we are working for — things like leadership, experience, knowledge, hope, labor, creativity, caring, risk taking — and so diminishes the value of those contributions and the people who make them.

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Weekend Link Roundup (June 23-24, 2018)

June 24, 2018

USATSI_10905933Our weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Advocacy

In the face of political change and uncertainty, advocacy organizations "are being called on to do more and do it faster while funders scramble to implement strategies that best support them. Yet current operating realities for advocacy organizations pose distinct hurdles to staying adaptable and nimble." On the Nonprofit Finance Fund blog, Annie Chang and Elise Miller look at three common dynamics in the social advocacy space and explain what they mean for nonprofits and funders.

Demography

In a majority of U.S. states, deaths now outnumber births among white people, "signaling what could be a faster-than-expected transition to a future in which whites are no longer a majority of the American population." Sabrina Tavernise reports for the New York Times.

Education

Education Week's Madeline Will reports on a study from the RAND Corporation and the American Institutes for Research (with funding from the Bill & Melinda Gates Foundation), which found that the Gates Foundation’s "multi-million-dollar, multiyear effort aimed at making teachers more effective largely fell short of its goal to increase student achievement — including among low-income and minority students."

Health

"Many of us may be familiar with cultural competency — being respectful and responsive to the health beliefs and practices — and cultural and linguistic needs — of diverse population groups," writes Jennifer McGee-Avila, a third-year doctoral student in an interdisciplinary program offered by the Rutgers School of Nursing and New Jersey Institute of Technology in Urban Systems. "[But to] achieve a deeper understanding of our patients, it is essential for providers to practice 'cultural humility' and acknowledge the unique elements of every individual's identity."

Giving

The secret to happiness is...giving to others? In a guest post on the GuideStar blog, Moshe Hecht, chief innovation officer of crowdfunding program Charidy, explains the science of lasting happiness.

Grantmaking

On our sister GrantCraft blog, the Jim Joseph Foundation's Seth Linden and Jeff Tiell explain why the foundation has begun to invest in "small experiments as a way of learning about the creativity and innovation that is happening in the Jewish world."

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'100&Change' Solutions Bank: A Unique Resource for Funders

March 28, 2018

100&Change_Solutions_BankOur original goal for 100&Change, an open competition for a single $100 million grant, was fairly simple: identify a project outside our usual networks that with substantial resources disbursed over a compressed time period (three to five years) could make significant progress in addressing a critical problem. And we succeeded. In December 2017, MacArthur's board of directors selected an early childhood intervention project, a collaboration between Sesame Workshop and the International Rescue Committee, as the recipient of the $100 million grant. The other three finalists — Catholic Relief Services, HarvestPlus, and the Rice 360° Institute for Global Health (Rice University) — were each awarded grants of $15 million and a commitment from MacArthur to help identify additional sources of funding.

After we launched the competition, however, we realized that 100&Change's open call had an important side benefit: the surfacing of a wealth of ideas for solving problems around the globe, ideas at various stages of development but good ideas nonetheless. We were logging those ideas into a database here at the foundation but soon recognized the database could be a public resource serving other funders who might find interesting projects to support, communities looking for innovative solutions to their challenges, and problem-solvers and researchers looking for others with similar interests. So, after a number of conversations and phone calls, we found ourselves collaborating with Foundation Center on the 100&Change Solutions Bank, a searchable (by geography, subject area, keyword, and Sustainable Development Goal) repository of submissions to the 100&Change competition.

Interesting, right? But maybe you're not sure how the Solutions Bank can help you. No problem. Here are four sample use cases:

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Weekend Link Roundup (March 24-25, 2018)

March 26, 2018

March for our lives_900Our weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Corporate Social Responsibility

In a post on Tech Crunch, Benetech founder Jim Fruchterman applauds BlackRock founder Larry Fink's decision to call out corporate America for its profits-only mindset. In a letter delivered to the CEOs of some of America's largest companies, Fink warns that record profits are no longer enough to garner BlackRock’s support. Instead, "[c]ompanies must benefit all of their stakeholders, including shareholders, employees, customers, and the communities in which they operate.” And two ways they can start to do that, adds Fruchterman, is to 1) put people before algorithms, and 2) treat diversity as their greatest asset.

Fundraising

Is perfectionism hampering your organization's fundraising efforts? "Instead of pursuing perfection," writes Forbes contributor David King, "set your sights on recognizing when good enough is good enough, and start making real progress on your [next] campaign."

What's the best way to get donations from millennials? Moceanic's Sean Triner shares some tips designed to help you "get them while they're young."

Giving

"Charitable giving is not like buying shares of stock or being a venture capitalist," writes Alan Cantor in a new essay on the Philanthropy Daily blog. Whereas "[i]Investors want to know about market conditions, debt ratios, and market share," it is "fiendishly difficult to come up with those kinds of measures for charitable organizations...."

With the federal deductability of state taxes a thing of the past, should high-tax states like New Jersey start thinking about creating a state charitable deduction? The Community Foundation of New Jersey's Hans Dekker thinks so.

Grantmaking

Have you ever taken the time to think about how your funding portfolio might look if your RFP process was designed to be more equitable and inclusive? On Foundation Center's Transparency Talk blog, E.G. Nelson, community health and health equity program manager at Blue Cross and Blue Shield of Minnesota's Center for Prevention, explains how a recent equity scan conducted by the center led to changes in its RFP process.

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What’s New at Foundation Center (February)

February 13, 2018

FC_logoLast month, we launched this monthly series as a way to keep you posted on what we at Foundation Center are learning, where we're speaking, what data we're collecting, and how you can contribute to that story. And while athletes from around the world are slipping, sliding, and jumping their way to glory in South Korea, we've been hard at work bringing data and knowledge to the fore for philanthropy globally. Here's the latest:

Projects Launched

  • Our Advancing Human Rights platform was updated with new trends data, revealing a 45 percent increase in human rights funding worldwide between 2011 and 2015, from $1.4 billion to more than $2 billion. In partnership with the Human Right Funders Network, we began to map the landscape of human rights grantmaking in 2010, which led to this first-ever five-year analysis. In addition to the site update, we also launched a blog series featuring human rights funders who provide a behind-the-scenes glimpse into key trends related to their areas of focus. And we created an infographic that distills the key findings from the analysis.

Content Published

What We're Excited About

  • We are a founding partner of the first U.S.-based Opportunity Collaboration Conference, taking place in Florida in May.
  • We answered nearly 900 questions about nonprofit management and the social sector more broadly through our online chat service in January.
  • We're giving GrantSpace — our website geared to grant seekers — a makeover so it's simpler to find what you're looking for. Keep your eyes peeled for the new site in April.
  • Our revamped custom training program for grantseekers uses in-person and online tools to connect participants in meaningful ways and promote concrete outcomes. Through assignments, peer review, expert coaching, and workshops, you'll be supported from start to finish. Email our training team at fctraining@foundationcenter.org for more information.
  • A soon-to-be-released GrantCraft Leadership Series paper by Barbara Chow focused on diversity, equity, and inclusion in philanthropy.

Projects in the Pipeline

  • In partnership with Sustain Arts and Audience Architects, a new report mapping the dance ecosystem in the Chicago area
  • In partnership with the Council on Foundations, a report on international grantmaking by U.S.-based foundations

For more on these projects or how to work with us, send us an email.

Upcoming Conferences and Events

Our staff will be speaking at these upcoming events:

Our staff will be attending and/or exhibiting at these events:

Data Spotlight

  • 328,486 new grants added to Foundation Maps since January 1, of which 4,045 were made to 2,591 organizations outside the U.S.
  • New data sharing partners: Austin Family Foundation, Charities Aid Foundation of America, ClimateWorks Foundation, Laffey-McHugh Foundation.

Tell your story through data so we can communicate philanthropy's contribution to making a better world — learn more about our eReporting program.

If you found this update helpful, feel free to share it or shoot us an email! I'll be back next month with another update.

Jen Bokoff is director of stakeholder engagement at Foundation Center.

Newsmaker: Fred Blackwell, CEO, The San Francisco Foundation

January 31, 2018

Fred Blackwell joined The San Francisco Foundation, one of the largest community foundations in the United States, as CEO in 2014. An Oakland native, he previously had served as interim administrator and assistant administrator for the city, led the San Francisco Mayor's Office of Community Development and the San Francisco Redevelopment Agency; and directed the Annie E. Casey Foundation's Making Connections Initiative in Oakland.

In June 2016, TSFF announced a new commitment to racial and economic equity in the Bay Area. PND spoke with Blackwell about the foundation's racial equity lens, movement building in the wake of the 2016 elections and Charlottesville, and what it means for philanthropic organizations to speak out, step up, and actually try to achieve racial equity.

Fred_blackwellPhilanthropy News Digest: How do you define "racial equity"?

Fred Blackwell: I define it as just and fair inclusion in a society where everyone can participate, prosper, and thrive, regardless of their race or where they live or their family's economic status or any other defining characteristic. Obviously, the way we think about equity is colored by our particular focus on the Bay Area — a place where there is tremendous opportunity and prosperity being generated, but also where access to those opportunities is limited for many people. So from an institutional point of view, we need to answer the question: How do we make sure that the region prospers in a way that the rising tide lifts all boats?

PND: When you stepped into the top job at TSFF in 2014, the foundation already had a lengthy history of social justice work. How did the decision to focus the foundation's grantmaking on racial and economic equity come about?

FB: Shortly after I came to the foundation, we conducted a listening tour of the Bay Area. As part of that listening tour, we held what we called our VOICE: Bay Area sessions — a series of large public meetings in seven diverse low-income communities across the region. In addition, we held consultative sessions, half-day meetings with practitioners, policy people, and thought leaders to talk about trends, both positive and negative, they were seeing in the region and how those trends were affecting people. We did a lot of data collection and analysis. And the data all pointed in the same direction: the need for greater levels of inclusion here in the Bay Area. The fact that race and economic status and geography had predictive power over where people were headed and what they could accomplish concerned us, and it was important to try to respond to that.

There are two pieces of the foundation's history that we wanted to build on: one is the social justice orientation of our work, and the other is our regional footprint. We serve Alameda, Contra Costa, Marin, San Francisco, and San Mateo counties. So in focusing on the equity issue, we're also thinking about it from a regional point of view. What makes the Bay Area unique is its diversity and prosperity, and yet we are a prime real-time example of the kinds of inequalities and inequities that you see on multiple levels across the country. It's important to us as a unit of analysis because equity and the issues that emanate from it — whether it's economic opportunity or housing or education or criminal justice or civic participation — none of those issues conform neatly to the boundaries of the various jurisdictions in the region. People may live in Oakland or San Francisco or Berkeley or Richmond, but they experience the Bay Area as a region.

What I think I brought to the foundation is a laser-like focus on the dimensions of social justice work with respect to racial and economic inclusion and equity — making sure that that "North Star" is something that is modeled at the top and cascades down through all levels of the organization. I would say that we are more explicit than we've been in the past about making equity the focus — not just in our grantmaking but also in how we work with donors, how we provide civic leadership in the region, and how we bring our voice to the table and those of our partners in order to make a difference. We view that North Star as guiding not only our programmatic work but everything we do here at the foundation.

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There’s More Than One Needle in This Haystack: The 100&Change Solutions Bank

December 05, 2017

100Change-logo_padded15Earlier today, Foundation Center launched something new and still unusual in the field of philanthropy: a site that provides access to nearly nineteen hundred proposals submitted to a foundation by organizations with ideas for solving some of society's most pressing challenges. The site, the 100&Change Solutions Bank, features submissions to the John D. and Catherine T. MacArthur Foundation's 100&Change competition, which the foundation launched in June 2016 and which will soon announce a winner. Recognizing that it had received many more viable ideas worth funding, the foundation decided to partner with Foundation Center to bring greater visibility to those ideas, with three goals in mind: to drive investment in proposals that merit it; to facilitate collaboration and learning between organizations working on similar problems; and to inspire funders and organizations working for change to do things differently.

Invest

The 100&Change competition will end with a single winner being awarded a $100 million grant. But the competition itself generated a great many solutions worth investing in — and the number of inquiries fielded by MacArthur staff suggests that other funders know this. Rather than force 100&Change applicants to spend more time tailoring their proposals to meet the requirements of their own application processes, funders should take advantage of the work MacArthur has done to surface good ideas in a variety of fields. With the launch of the 100&Change Solutions Bank, funders now have a lot to gain by spending just a few minutes exploring the proposals they’ll find there.

Collaborate

Whether it's a big, global challenge like climate change or a local (yet widespread) problem like homelessness, there is more than one organization working on a solution. This diversity of actors represents a golden opportunity to learn from others' approaches — even when they are implemented in a different context — and, potentially, to collaborate. Yes, this type of learning does happen through existing networks, listservs, and working groups. But what the Solutions Bank offers is the chance to learn from organizations you may not have a connection to.

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[Review] 'Engine of Impact: Essentials of Strategic Leadership in the Nonprofit Sector'

November 28, 2017

The nonprofit sector has never faced more difficult challenges — or had the potential to create greater impact — than it does today, argue William F. Meehan III, director emeritus of McKinsey & Company, and Kim Starkey Jonker, president and CEO of King Philanthropies, in their new book, Engine of Impact: Essentials of Strategic Leadership in the Nonprofit Sector. But for nonprofits — by 2025 projected to need up to $300 billion more annually beyond currently expected revenues in order to meet demand — to benefit from the largest intergenerational wealth transfer in U.S. history (an estimated $59 trillion expected to change hands between 2007 and 2061), they will have to "earn the right to expand [their] role and maximize [their] impact" in what Meehan and Jonker refer to as the coming "Impact Era."

Book_engine_of_impact_3dDrawing on a number of surveys, including the 2016 Stanford Survey on Leadership and Management in the Nonprofit Sector; a variety of Stanford Social Innovation Review articles, business and nonprofit management books, and Meehan's course on nonprofit leadership at the Stanford Graduate School of Business; and Jonker's experience overseeing the Henry R. Kravis Prize in Nonprofit LeadershipEngine of Impact outlines the challenges nonprofits currently face — lack of impact data, transparency, and sustainable operational support; donors' tendency to give impulsively to well-known organizations rather than high-impact ones; ineffective boards — and then explores a number of tools that nonprofits can use to address those challenges. They do not include venture philanthropy or impact investments, which Meehan and Jonker, somewhat "controversially," are skeptical of. Instead, they urge nonprofits to embrace the "essentials of strategic leadership" — mission, strategy, impact evaluation, insight and courage, funding, talent/organization, and board governance — which, when brought together thoughtfully and intentionally, create an engine of impact that drives organizational success.

Quoting liberally from business management expert Peter Drucker, Ashoka founder Bill Drayton (an early mentor of Meehan's), Good to Great author Jim Collins, and other luminaries, the authors illustrate each component of strategic leadership with concrete examples often drawn from the work of Kravis Prize winners such as the Afghan Institute of Learning (AIL), BRACLandesa, and Helen Keller International. And while they concede that some of them may be obvious, they are quick to note, based on survey results, that they are not all well understood or effectively implemented.

They emphasize, for example, the importance of a well-crafted mission statement, and caution organizations against mission creep, even if avoiding the latter means saying no to a new funding source. Indeed, saying "no" seems to be a critical part of strategic leadership, in that the urgent need to achieve maximum impact in a time of enormous challenges and limited resources is too important for nonprofit leaders to be distracted by non-mission-aligned activities — or by debates over semantics (e.g., "theory of change" vs. "logic model"): "if you ever find yourself caught in a debate about these terms' usage," Meehan and Jonkers write, "we suggest you leave the room immediately. We do."

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Weekend Link Roundup (October 7-8, 2017)

October 08, 2017

Tom-pettyOur weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Disaster Relief

ProPublica, no fan of the Red Cross, sent a team of reporters to Texas to see how the organization performed in the days after Hurricane Harvey swamped Houston and the surrounding region. They found a lot of local officials who were not impressed. And here's the official Red Cross response to the criticism.

Giving

In the Baltimore Sun, Aaron Dorfman, president of the National Committee for Responsive Philanthropy, wonders whether elimination of the estate tax, as the Trump administration has proposed, will result in a decline in charitable giving, especially large gifts. That's what happened the last time the tax was effectively zeroed out, in 2010, a year that saw bequests from estates decline by 37 percent from the previous year ($11.9 billion to $7.49 billion). A year later, after the tax had been reinstated (albeit at a lower level), the dollar value of bequests rose some 92 percent (to $14.36 billion). And in an op-ed in the Argus Leader, Dorfman provides some numbers which suggest that the family farm argument for eliminating the tax is overstated.

Inequality

On the Washington Post's Wonkblog, Tracy Jan shares a set of charts from the Urban Institute that help explain why the wealth gap between white families and everyone else is widenening.

International Affairs/Development

In a welcome development, the International Campaign to Abolish Nuclear Weapons, a coalition of disarmament activists, was awarded the Nobel Peace Prize on Friday. Rick Gladstone reports for the New York Times.

Continue reading »

Making Sense: Reflecting on Evaluations at the Jim Joseph Foundation

August 23, 2017

QuestionsanswerssignA core part of the Jim Joseph Foundation's relational approach to grantmaking is supporting the efforts of grantees to evaluate their programs — either through engaging an external evaluator or by collecting and analyzing data internally. The foundation has always believed this is a key part of good grantmaking, in that it builds the capacity of organizations to ask questions, to collect data, and to reflect on findings in a way that then enables them to make changes that increase the chances of success.

In this period of transition at the foundation, the grantmaking team has asked some pertinent questions regarding our own evaluation program: "What are we learning from the evaluation work we have supported over the past eleven years?” And, "Are there common lessons and emerging themes that we should recognize and reflect upon?"

To begin exploring these and other questions, the entire foundation team gathered for a full day earlier this year to share and discuss learnings and common themes discovered from a comprehensive review of nearly all the key evaluations and reports commissioned by the foundation since its inception.

To make the day as productive as possible, the foundation grantmaking team completed "homework" in the weeks leading up to the day-long session, dividing up the responsibility for reviewing a sample of forty-two evaluation reports, capacity-building and business plans, and field-building research reports — all commissioned and completed in the foundation's first eleven years — among team members and asking them to summarize the challenges, outcomes, and successes they identified in their respective documents.

This "day of evaluation reflection" (as we called it) turned out to be well worth the collective time and effort and, importantly, offered space for the team to discuss how the information and lessons that surfaced in our conversations might guide our future work. The summary below includes highlights from those discussions.

The foundation's effect on Jewish life and learning

How has the Jim Joseph Foundation influenced Judaism and Jewish peoples' approach to Jewish life and learning? This overarching question speaks directly to the foundation's mission. A common theme across many of the grants we have funded and evaluated is fostering community and positive relationships within the Jewish community. With few exceptions, evaluations show that participants in foundation-supported programs report feeling more connected to their Jewish identity and to Israel when those are the intended outcomes of the program. Since the DNA of the foundation includes a broad interpretation of and approach to Jewish learning, these programs encompass every kind of setting and activity, from camps, to schools, to service experiences, to Jewish outdoor food and environmental education. And, almost without exception, they have all proved to be effective while remaining aligned with our mission and values.

Lessons learned that have potential to inform foundation grantmaking

Several key themes emerged from the day's discussions that highlight opportunities for reflection, focus, and improvement:

  • Young adult communities can be brought together successfully through different interests and avenues that resonate and are relevant to the lives of young adults. Social justice and service increasingly are reasons for young Jews to engage in Jewish life.  And follow-on programming after an immersive experience is critical to deepening programmatic impact, creating community, and achieving positive outcomes.
  • Successful programs vary in cost and scale, and while immersive programs can be expensive and reach a relatively small number of people, they also tend to have a deep and lasting effect on participants. Other programs, such as doctoral programs in Jewish studies or education, are a longer play, with a relatively high cost per student or participant.
  • Mentorship and time for reflection are key elements in the success of many programs, particularly those focused on educator training. In addition, students value a reputable university program and also desire flexibility and diversity in their program options.
  • Capacity building with respect to evaluation, development, and growth planning can be important investments for grantees. As a relational grantmaker, the Jim Joseph Foundation is in a position to help an organization pivot and/or engage in long-term strategic planning. These plans must be right-sized, however, with realistic revenue targets and investments.
  • Relationships among organizations and people matter. There is value in collaboration and strength in building networks; both also are integral components of successful culture-change initiatives.
  • Some grants are designed to leave a system in place so as to create impact long after the grant period ends. Admittedly, this is an ideal scenario, but local and national funding partners with aligned interests can leverage their resources to both widen and deepen the impact of their grant dollars.

Challenges grantees often encounter

The day also brought to the fore some of the common challenges grantee partners experience.

  • The majority of challenges experienced by the foundation's grantees were related to marketing, recruitment, and retention. Retaining current participants can be just as valuable as bringing in new participants to a program/initiative. Another common challenge relates to hiring and retaining the right personnel — at all levels.
  • Fundraising for sustainability and growth frequently is a challenge — and many effective programs end up being not "sexy" enough for donors.
  • Whole school and/or organizational culture change is an effective way to create impact, but it often involves a lengthy process that requires significant staff capacity and buy-in.

Reflections on evaluation

In discussions about our evaluation support moving forward, the team discussed the importance of elevating the following concepts:

  • Asking good questions and being data informed in our decision-making. Related: evaluations help tell a story for newer foundation staff members about what is working and what is not.
  • It's important to create opportunities for funding to follow what is working — and evaluations can help inform both the "if" and "how" with respect to scaling a pilot program.
  • We should "celebrate failure" in appropriate ways and for the purposes of learning. It's also important to acknowledge that some "failures" actually turned into partial successes years after the grant and evaluation periods had ended. In other words, sometimes an evaluation simply captures a moment in time that may not be representative of the true impact of the program.
  • Field-building research reports frequently raise the profile of certain programs and certain issues — and dissemination is a very important part of the process.
  • Assessing return-on-investment from a grant or series of grants is a daunting challenge. Numbers (e.g., program participants) do not tell the entire story about the long-term effects or how someone's experience influenced their worldview and connection to their faith and community. As a result of its experience, the team reaffirmed our commitment to understand more deeply how Jewish life and learning is experienced and fostered.

Our team viewed the Day of Evaluation Reflection as a productive, enjoyable time for learning. And staff expressed positive sentiments toward the day itself in terms of the structure, presentations, and team-building environment — as well as the preparation process outlined in advance. The conversations we had were open and honest, and signaled that the current grantmaking team is willing to critically examine the foundation's past, current, and future work in a manner that emphasizes transparency, trust, and patience.

The exercise also raised a number of interesting and important questions that we will continue to explore. As is our tradition, we will continue to ask new questions and encourage dialogue as a means to advance our work and deepen our understanding of the most effective ways to practice and evaluate philanthropy.

Headshot_stacie_cherner_156x200Stacie Cherner is senior program officer at the Jim Joseph Foundation.

Most Popular PhilanTopic Posts (July 2017)

August 01, 2017

The most popular posts here on PhilanTopic in July include strong calls to action from sector veterans Gary Bass and Mark Rosenman, Cathy Cha, and Kate Kroeger; new posts by Blackbaud's Annie Rhodes and PEAK Grantmaking's Michelle Greanias; and a couple of "repeaters" (John Hewko's account of how Rotary International manages to stay relevant in a rapidly changing world, Kyoko's Q&A with the Rockefeller Foundation's Claudia Juech). Check 'em out (if you haven't already)!

What have you read/watched/heard lately that got your attention, made you think, or charged you up? Feel free to share in the comments section below. Or drop us a line at mfn@foundationcenter.org.

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Quote of the Week

  • "Follow your genius closely enough, and it will not fail to show you a fresh prospect every hour...."

    — Henry David Thoreau, Walden

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