104 posts categorized "Giving"

[Review] 'Giving Done Right: Effective Philanthropy and Making Every Dollar Count'

April 03, 2019

Back in 2016, Bill Gates, in the context of his partnership with the Heifer Foundation to donate 100,000 chickens to people around the world living on $2 a day, blogged about how raising egg-laying fowl can be a smart, cost-effective antidote to extreme poverty. As Phil Buchanan tells it in Giving Done Right: Effective Philanthropy and Making Every Dollar Count, the idea, however well-intentioned, attracted scorn from some quarters, including Bolivia, where the offer was declined — after it was pointed out that the country already produces some 197 million chickens a year. The episode is a pointed reminder that being an effective philanthropist isn't as easy as it might seem.

GDR_image-quote_4DonorsPage4-600x300And Buchanan ought to know; as the founding CEO of the Cambridge-based Center for Effective Philanthropy for the past seventeen years, he has worked closely with more than three hundred foundations and scores of individual givers, exploring the landscape of American giving, distilling lessons learned (both successes and failures), and highlighting what works and what doesn't. (Spoiler alert: there's no single answer as to how to give "right," but few are better positioned than Buchanan to frame the question.) In this slim volume, he lays out a framework that can help anyone engaged in philanthropy to be more thoughtful, open-minded, and willing to learn, adapt, and keep trying.

As Buchanan sees it, anyone can be an effective philanthropist, and there is no one best practice to that end, other than to be as engaged as one can be. While much of the advice he shares is better suited for the well-heeled donor or the program officer at an established foundation (those with the time and resources to think through larger issues, consider options, and evaluate methods for learning from their giving), the panhandler's dictum applies: you don't need to be a Rockefeller to help a fella, and you don't need to be a tech billionaire to carve out a smart, sustainable path for your own giving. Certainly, to give is better than not to give, and if all you have the time to do is to write a check, do that. But if you want to effect lasting change — to move the needle, as it were — then you need to dig in and think long-term.

According to Buchanan, digging in means setting goals, weighing strategies for achieving those goals, evaluating the effectiveness of your giving, and, armed with that information, going back for more. Buchanan's work with CEP has given him special insight into how philanthropists approach their giving, and he's nut-shelled a range of smart propositions designed to help individuals and institutions think more clearly about how and where they give. Take his four types of givers. You can be a "charitable banker," broadly giving because of precedent or simply because you’ve been asked to, but not really having a goal or focus that informs your giving. You can be a "perpetual adjuster," always changing who and what you fund but never having a sense of whether your giving is doing any good. You can be a "partial strategist," connecting some of the dots in terms of your goals, strategy, and effectiveness, but keeping much of your giving unaligned with those goals (for example, a family foundation that strategically works to reduce hunger in its community but allocates half its grants to the unrelated interests of board members). Or you can be a "total strategist," all in on finding approaches that work and rigorously willing to test strategies toward achieving your goals. While most givers start out as charitable bankers, Buchanan wants them to become as strategic as they can be, spending their time, talent, and treasure "maximizing [their] chances of making a difference."

Being strategic isn't quite the same as being on target, however, and the balance of Giving Done Right is a broad-brush effort to tease out the key ingredients of effective philanthropy. For instance, not only do givers need to up their game with respect to understanding the problem they hope to solve, they also need to deepen their understanding of the communities and nonprofits actually doing the work. It's also important to avoid re-inventing the wheel. Chances are you're not the first to want to solve an intractable problem; effective philanthropy means building on what others have learned, supporting their efforts when they work, and collaborating to find new paths when they don't. And it's essential to find the right fit. Not every family needs its own foundation; for some a checkbook at the kitchen table will do just fine, for others it's a giving circle, a community foundation, a donor-advised fund, an LLC, or a programmatically focused, professionally staffed foundation. The key is understanding which vehicle works best with your goals.

Buchanan also has a few dragons to slay, and Giving Done Right starts and ends with an exhortation for givers of all sizes to ignore the misguided lessons embraced by a new generation of wealthy donors. First and foremost is the assumption that nonprofits would be more effective if they were run like for-profit businesses. No one likes bloat or ineffectiveness, but as Buchanan notes, most nonprofits are bare-bones operations that rather miraculously squeeze water from the proverbial stone day in and day out. What's more, most for-profit businesses aren't as efficient as they'd have us believe, relying on a solitary metric — quarterly profit — to measure their success. In addition, Buchanan scolds those who see nonprofits' reliance on philanthropy as "dependency." Without philanthropic support, he writes, tongue firmly in cheek, how would a children's charity keep the lights on, by putting the kids to work? And in any case, he reminds us, the nonprofit sector overall generates nearly $1.7 trillion in annual revenue ($1 in every $10 of U.S. GDP), with 70 percent of that derived from fees and services.

Similarly, Buchanan has no patience for foundations that demand that their nonprofit grantees spend time and money evaluating the impact of their services while being unwilling to fund such work, or for fixating on "overhead" as a measure of nonprofit effectiveness while too often ignoring the full-spectrum cost involved in delivering nonprofit services. And while he's willing to concede that what a successful business tycoon knows about getting rich might (might) provide some insight into how to be an effective philanthropist, it's more likely than not to cloud one's judgment. After all, if the world's problems could be solved by a vigorous application of business acumen, why haven't they?

In Buchanan's view, givers are much more likely to be effective by taking the time to learn what they don't know and proceeding from there. Not everyone embraces that idea. As David Callahan’s The Givers showed, the growth of big philanthropy in an era where government is less willing and less capable of affecting social change has become a hotly contested issue. In January, Buchanan, along with Rob Reich (co-director of Stanford's Center on Philanthropy and Civil Society), Ben Soskis (Center on Nonprofits and Philanthropy at the Urban Institute), and Anand Giridharadas (Winners Take All: The Elite Charade of Changing the World) engaged in a debate on Twitter during which they laid out their views with respect to the role of philanthropy in present-day America, its influence (both positive and negative) on our politics, and the tendency of Big Anything to generate a handful of winners and lots of losers. That debate is echoed in Giving Done Right, with Buchanan staking out a middle ground where philanthropy is celebrated as a reflection of American idealism and pluralism, where giving is good and smarter giving is better, and where the willingness of philanthropists and nonprofits (the unsung heroes of our more perfect union) to work together to solve seemingly intractable problems is to be commended.

Daniel X Matz is manager and content developer for Candid's Glasspockets.org portal. For more great reviews, check out PND’s Off the Shelf section.

4 Questions You Should Consider Before Giving Internationally

March 08, 2019

512x512bbWhether you've traveled to distant parts of the world and were inspired by the inventiveness of the communities you visited, read about an issue in an article, or maybe just feel a kinship with a special place, the desire to help others can quickly move to the top of your priority list. Supporting the efforts of nonprofits working on issues you most care about is a great way to take action. But giving outside the U.S. can be daunting. Luckily, there are lots of resources that can help you achieve what you hope to with your generosity.

Whether you're considering a one-time donation or providing sustained support to a charity somewhere else in the world, there are a few things you should consider before taking the plunge.

1. Where would you like to donate? There are plenty of issues around the world that could use, and are deserving of, your help. But which of those do you feel passionately about? Rainforest conservation in Brazil? Great! Schools for girls in Kenya? Fantastic! The first step is narrowing it down.

Do some research to find out which charities align with your giving goals. A quick glance at most charities' websites will give you a good idea about the impact the charity has had in the past and how it is working toward its mission today.

This kind of research sometimes can be more challenging than a simple Web search. Some foreign organizations have a great online presence with lots of good information translated into English. When this is not the case, donors have some options:

There are a number of 501(c)(3) organizations that facilitate international grantmaking and also provide extensive databases of organizations eligible to receive funding (the CAF America Global Database is one).

Some countries also maintain national registries of charities. The UK Charity Commission and Canadian Revenue Agency List of Charities are both good country-specific resources.

2. How do you make sure you're not breaking any rules? As you might imagine, giving to charity across borders — like any financial transaction — is subject to oversight by both the U.S. and foreign governments, which makes cross-border giving more complex than simply writing a check and dropping it in the mail. In many cases, there's a complicated matrix of regulations related to money laundering, terrorism, and organized crime that donors are required to follow.

While you might think most of these regulations apply to entities on the receiving end of a charitable contribution, they impact the donor — whether it's an individual, corporation, or nonprofit organization. The bottom line? If you're initiating the financial transaction, you are responsible for making sure the funds are used appropriately. This might seem like a bridge too far, but working with an intermediary or other U.S. public charity can take the guesswork out of it. An experienced intermediary organization will be able to conduct the necessary due diligence and protect a donor's reputation, ensure regulatory compliance, and eliminate any risks.

3. Are there tax benefits to giving abroad? When you're looking to support a charity that impressed you with their work on, say, ocean conservancy, getting a tax break is probably the last thing on your mind. But it's not nothing and it's not a bad thing to keep in mind, because being able to claim a deduction for your gift means you'll have more funds available to donate to other causes.

Not all charitable donations are tax deductible, and in fact donations made directly to charitable organizations outside the U.S. do not qualify. That said, there are several ways to receive a tax deduction while supporting charitable work overseas. For example, you can opt to support a U.S. charity that operates programs abroad. Or, if you prefer that your donation go directly to a foreign charity, you can opt to make your gift through a U.S. intermediary organization. Intermediary organizations are U.S. public charities that often assume the risks inherent in making donations to organizations outside the U.S. and make it possible for the donor to receive a tax receipt at the time of their donation. The donation is made to the intermediary, but you'll be able to recommend which foreign charity is supported by your gift.

Donors should check how the intermediary organization they choose to work through operates, as there are differences among intermediaries with respect to the amount of due diligence performed, fees charged, etc.

4. What impact would you like to make with your donation? Whether you'd like to effect change over the long term by paying for a child's education or would like to help in a more immediate way by supporting a community after a disaster, it's important to be clear about your expectations. Clarity about what you'd like to accomplish with your donation is key to establishing reasonable expectations that both you and the charity in question are comfortable with.

Giving outside the U.S. is complicated, but there are a number of organizations that specialize in cross-border giving and have made it relatively simple for Americans to support charitable causes in nearly any country. With the assurances provided by a comprehensive due diligence process and some patience, giving internationally can be a fulfilling experience. By being realistic about the needs on the ground and your own good intentions, anyone can take advantage of the capacity and efforts of charities around the world to do good.

Headshot_ted_hartTed Hart (@cafamerica), ACFRE, CAP®, is the president and CEO of CAF America and has over thirty years' experience in global philanthropy. He is also the editor of Cross-Border Giving: A Legal and Practical Guide, Workbook Edition (Charity Channel Press, 2019).

Weekend Link Roundup (February 23-24, 2019)

February 24, 2019

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

Democracy

"The key to improving the voting process," writes Adam Ambrogi, irector of the Elections Program at the Democracy Fund, "is straightforward: expand accessibility while also prioritizing security."

Giving

Have women's motivations for giving changed over time? Andrea Pactor, interim director of the Women's Philanthropy Institute at the Lilly Family School of Philanthropy; Hillary Person, a former development director at the Pensacola State College Foundation; and Dyan Sublett, president of the MLK Community Health Foundation, take a look at the data.

Governance

On the NCRP blog, Rick Moyers, former vice president of programs and communications at the Eugene and Agnes E. Meyer Foundation and a board member at BoardSource, reminds readers that while "[d]iversity is only one aspect of a larger conversation about equity and power," many boards aren’t ready to have that conversation. With that in mind, there are four things senior leadership should look for to determine whether their board is ready for deeper work in pursuit of equity.

International Affairs/Development

GiveWell has announced a call fro proposals from outstanding organizations operating in Southeast Asia and, in partnership with Affinity Impact, a social impact initiative founded by the children of a Taiwanese entrepreneur, will  provide three grants — one of $250,000, and two $25,000 grants — to organizations that are operating programs in global health and development in any of the following countries: Bangladesh, Cambodia, East Timor, Indonesia, Laos, Myanmar, the Philippines, and Vietnam. More details here.

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Most Popular PhilanTopic Posts (January 2019)

February 01, 2019

The weather outside is frightful, but we've got some January reads that are downright insightful. So grab a throw, a cup of your favorite warm beverage, and enjoy.

Interested in contributing to PND or PhilanTopic? We'd love to hear from you. Drop us a note at mfn@foundationcenter.org.

The More You Know, The Greater the Impact of Your Giving

January 26, 2019

Keep-calm-and-make-informed-giving-choicesAccording to the latest edition of Giving USA, charitable giving in the U.S. exceeded $400 billion in 2017, a record. And in each of the four categories covered by the report – giving by individuals, by foundations, by bequest, and by corporations — the numbers were up, continuing recent trends.

As 2019 begins, donors need to start thinking about their giving — and the things they can do to ensure it has impact. One thing they can do is identify organizations most likely to deliver and/or create value for their clients. How?

Here are a few suggestions:

Find organizations whose work aligns with your goals. To ensure your charitable gifts are deployed effectively, head over to a site like Charity Navigator, America's largest independent charity evaluator, for objective ratings designed to help you find charities you can trust. Your research should focus on organizations whose missions align with your own goals and objectives. GuideStar is another good source of information on nonprofits.

A little Google goes a long way. A simple Google search not only will point you to an organization's website, it can also reveal information about the organization's reputation. Are there reports out there critical or questioning of its work, its leadership, its finances? Media outlets often report on charities that have violated the trust of their donors, like this report by CNN.

Check the metrics. Ask the following when evaluating the donor-worthiness of an organization:

  • Does it rigorously and consistently measure and report its results?
  • Do those results make sense?
  • Do you believe it is being transparent and honest about its results?

Charity Navigator describes in detail how to assess a charity's level of transparency. Look for statistics and information like this on the organization's website. Annual reports should be simple to understand and offer some information about the organization's impact. Holding nonprofits accountable for their results is something every donor should do.

How transparent is the organization about its finances? U.S.-based charities with tax-exempt status are required by law to file federal tax Form 990. They're also required to have their finances audited. Good nonprofits should make it easy for you to find and access multiple years of their audited financial statements and tax filings. (GuideStar is a great place to start.) If you have trouble finding an organization's 990 online, ask it to send you a copy; the speed with which the request is filled will tell you much about the organization's commitment to transparency.

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New Year's Eve Roundup (December 31, 2018)

December 31, 2018

Happy_new_yearHere's our final roundup of the year. Wishing everyone a peaceful and prosperous New Year! For more links to great content, follow us on Twitter at @pndblog....

Economy

No one has ever confused private equity with charity. That's not a surprise. As the Ford Foundation's José García and Xavier de Souza Briggs remind us: "One of the functions of private equity investment is to finance early-stage ideas and companies. Another is to help transform mature companies, for greater competitiveness....But too often," they add, "we have seen private equity funds focus narrowly on maximizing profits through leveraged buyout practices that come at the expense of disadvantaged workers, families, and communities." Must that always be the case? And is there any reason to hope that private equity investors might do something different to address the needs of displaced workers? In a post on the foundation's Equal Change blog, García and de Souza Briggs share a tale that provides a glimmer of hope.

Eillie Anzilotti, an assistant editor for Fast Company's Ideas section, shares seven things we, as a country, can do to create a more inclusive economy.

Fundraising

On the GuideStar blog, veteran fundraiser Barbara O’Reilly, CFRE, looks back at the year just passed and identifies some reasons for concern: giving in each quarter fell about 2 percent on a year-over-year basis, and the number of donors in the first half of the year fell about 7 percent (compared to same period in 2017). Just as importantly, donor retention rates dropped by 4.6 percent. As people start to file their 2018 returns, nobody knows how changes to the tax code will affect giving, but O’Reilly has some sound advice for nonprofits hoping to navigate the next twelve months unscathed.

Giving

Does taking pleasure in giving to others make us selfish? In Psychology Today, Kristin Brethel-Haurwitz, PhD, and Abigail Marsh, PhD, suggest that "it is our fundamentally caring nature that moves us to help others, and that feeling good may be merely a lucky and foreseeable outcome of giving, rather than its purpose — a critical distinction."

Urban Institute vice president Shena Ashley shares three trends in 2018 that could shape/reshape charitable giving in the years to come.

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Weekend Link Roundup (December 8-9, 2018)

December 09, 2018

F2abfbb4-60b6-4641-ae9f-37fc3299453b-Dole_BushA weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Children and Youth

Here on PhilanTopic, the Heising-Simons Foundation's Barbara Chow, and Shannon Rudisill, executive director of the Early Childhood Funders Collaborative, discuss  the results of a joint effort to map the last ten years of philanthropic giving in the field of Early Childhood Care and Education

Climate Change

On the Surdna Foundation site, Helen Chin, director of the foundation's Sustainable Environments program, explains how a recent rethinking of the program was an "opportunity to build community resilience...in partnership with grantees working at the frontlines in communities of color — communities hardest hit by climate change, disinvestment, and racist planning practices."

A caravan of Central American migrants "seeking relief from a protracted drought that has consumed food crops and contributed to widespread poverty," hundreds of millions of people in India at increased risk of not having enough water, prolonged drought in the Horn of Africa that has "pushed millions of the world's poorest to the edge of survival" — all, writes Landesa's Karina Kloos, "are stark reminders that the most severe consequences of climate change are being inflicted upon people living in the Global South...."

Former New York City mayor Michael Bloomberg traveled to Iowa this week to take the temperature of Democratic primary voters and while there vowed to make climate change "the issue" of the 2020 presidential race. Trip Gabriel reports for the New York Times.

Criminal Justice

A new report funded by the Laura and John Arnold Foundation found that the arrest rate for California has dropped 58 percent since 1989, reaching a historic low of 3,428 per 100,000 residents in 2016. The report also found that individuals who are arrested tend to be nonwhite, younger, and male; that racial disparities in arrests have narrowed; that overall declines are mainly due to plummeting arrest rates for juveniles and young adults; and that women account for nearly a quarter of all arrests.

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Weekend Link Roundup (November 17-18, 2018)

November 18, 2018

61ucszqqXOL._SX425_A weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Evaluation

On the Center for Effective Philanthropy blog, Jehan Velji and Teresa Power of the Edna McConnell Clark Foundation share one of the lessons the team there has learned as the foundation pursues its limited-life strategy: the most important goal of evaluation is not to determine whether a program works or doesn't work, but to discover how to make a program work better over time.

Giving

Giving Compass, a nonprofit platform that is "organizing the world's information to make it easier to give well," recently celebrated its one-year anniversary. Interim CEO Stephanie Gillis reflects on what she and her team have learned over the last twelve months.

Guest blogging on the GuideStar blog, the Identity Theft Resource Center shares a few tips designed to help you avoid scammers and keep your personal data safe this giving season.

Health

Inadequate access to quality health care is a big problem in many rural areas. On the Robert Wood Johnson Foundation's Culture of Health blog, Melissa Bosworth, executive director of the Eastern Plains Healthcare Consortium, a five-hospital in Hugo, Colorado, shares five recommendations for anyone interested in improving rural health access and equity.

Nonprofits

Nonprofit leaders need to stop saying "There's only so much money to go around," writes Vu Le on his Nonprofit AF blog. It's "a counter-productive self-fulfilling prophecy" that jeopardizes the future of your organization — and besides, your communities deserve better.

In the same vein, Nell Edgington shares some thoughts about how nonprofits can break through the financial glass ceiling — a level above which the money just won't grow —  that seems to exist for so many of them.

Looking for a good read this holiday season? Check out this list from Beth Kanter of books that should be on every nonprofit professional's reading list.

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Impact Investing and Donor-Advised Funds

September 11, 2018

Inv.env.650pixAs interest in (and assets dedicated to) impact investing grows, institutional investors, foundations, and philanthropists alike are looking for an entry point into the rapidly growing field. At the same time, growing numbers of social entrepreneurs are looking to savvy investors and high-net-worth individuals as a potential source of funding.

Both groups have identified a compelling intersection of interests in the form of donor-advised funds (DAFs) that specialize in impact investment management and distribution. Charitable assets in donor-advised funds totaled $85 billion in 2017, and awareness of DAFs has grown significantly over the last five or six years. In fact, today there are three times as many donor-advised funds in the U.S. as there are private foundations.

While still just a fraction of the total, a handful of impact-focused donor-advised funds are seeking to bridge what Ayesha Khanna of the Points of Light Foundation calls "the pioneer gap" — by which she means a lack of funding for early-stage impact ventures, supply and distribution constraints, growing demand for expertise and new talent, and the role of partnerships as a lever for scale.

Thanks to the still-nascent but growing philanthropic impact infrastructure built by organizations such as RSF Social Finance, Tides Foundation, ImpactAssets, and others, savvy donors are finding it easier than ever to make impact investments in social enterprises and early-stage social entrepreneurs. Here are six things they are learning along the way:

DAFs can multiply the impact of their philanthropic dollars: Grants are a critical tool for social change, but once grant dollars are deployed, they are gone. Capital that is deployed to an impact investment — either as a loan, equity, or debt — has the potential to be redeployed to meet changing needs.

Donors appreciate that as investment gains are returned to a donor-advised fund, those gains can be recycled into future investments or deployed as grants.

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Congress Introduces Bill to Revolutionize Philanthropy

August 27, 2018

When Americans picture a "philanthropist," they typically imagine a very wealthy individual — someone who gives billions of dollars away or establishes their own foundation.

Unfortunately, our tax code reinforces this stereotype by providing only the wealthiest Americans with tax benefits for giving back. Only taxpayers who itemize their deductions — those typically in the highest tax brackets — can lower their income taxes by giving to charity. Currently, about 30 percent of taxpayers fall into this category, but with the recent tax reform this number could drop to as low as 5 percent.

That would leave 95 percent of Americans who are denied the opportunity to lower their taxes by giving to charity. A bipartisan group of U.S. representatives has set out to prevent that.

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On July 26, 2018, Rep. Erik Paulsen (R-MN) introduced a bill along with five co-sponsors that would help redefine the way America gives back by empowering a new class of Everyday Philanthropist.

The Everyday Philanthropist Act (H.R. 6616) seeks to empower working Americans to give back through a Flexible Giving Account (FGA). An FGA is a pre-tax payroll deduction for employee giving. Non-itemizers and itemizers alike would be able to set up an FGA through their employer, set aside a portion of their paycheck pre-tax to be donated to the charity of their choice, and immediately see their taxable income reduced. The employer would benefit as well from a reduction in its payroll taxes.

By empowering millions more Americans to give back, the legislation would dramatically increase charitable giving in the U.S. But the Everyday Philanthropist Act offers more than that.

The legislation represents a chance to initiate a major shift in the way America gives back. The FGA would encourage a culture of shared responsibility in the workplace, one in which employers assume a more impactful role in empowering their employees and the workplace is transformed into a community where employees at every income level feel inspired to give and engage.

With an FGA, tax-deductible giving would no longer be a privilege reserved for a select few. Instead, it would be an opportunity, attainable by all working Americans, to come together and create a positive impact in the communities they care about.

As a champion of the Everyday Philanthropist Act, The Greater Give will continue to work with members of Congress to encourage them to join Representative Paulsen in supporting this legislation and the millions of charities, businesses, and Americans who would benefit from it. The legislation has already garnered public support from many in the charitable sector, including Community Health Charities, America's Charities, and the Wisconsin Philanthropy Network.

To learn more about the Everyday Philanthropist Act and what you can do to support it, visit thegreatergive.org or follow The Greater Give on Twitter, Facebook, and LinkedIn.

Headshot_dan_rashke2_for_philantopicDan Rashke is the Founder of The Greater Give, a 501(c)(6) formed to increase charitable giving by cultivating a movement of shared responsibility between employers and their employees. Rashke also is the CEO of TASC, a third-party benefits administrator based in Madison, Wisconsin.

Weekend Link Roundup (July 21-22, 2018)

July 22, 2018

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

Animal Welfare

Nonprofit Chronicles blogger Marc Gunther reports on the return of Wayne Pacelle, the former Human Society of the United States CEO who was forced to step down from his position six months ago after "a flurry of accusations of sexual harassment led to revolts among donors and staff."

Civic Engagement

In the Stanford Social Innovation Review, California Endowment president Robert K. Ross argues that what America disparately needs is a "shared vision for [the] nation that is born from our communities and [a] new social compact to support that vision."

Education

Researchers from Northeastern University have put numbers to something many of us suspected: geography largely determines access to quality schools. In Boston, where the research was conducted, a lack of good schools in predominately minority neighborhoods means that students in those neighborhoods had "fewer top schools from which to choose, had greater competition for seats in those schools, were less likely to attend them, and had to travel longer distances when they did attend them." Sara Feijo reports for Northeastern News.

Diversity

On the Center for Effective Philanthropy blog, CEP's Ellie Buteau shares findings from a new CEP report, Nonprofit Diversity Efforts: Current Practices and the Role of Foundations, that was based on a survey of nonprofit leaders that asked them about diversity at their organizations and how foundations can be most helpful in this area.

Environment

The William and Flora Hewlett Foundation, a leading funder of conservation efforts in the American West, has announced a refresh of its grantmaking strategy for the region that includes a couple of new imperatives: listen more to grantees, partners, and communities; prioritize equity, inclusivity, and diversity; and take a systemic approach to policy change. Click here to learn more.

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'Skin in the Game' and the Importance of Board Giving

June 19, 2018

Skin_in_the_gameWhen we engage with new clients, we always begin with the imperative — up front and with clarity — that in order for a campaign or fundraising project to be successful, 100 percent board participation is required. Board members, as the legal stewards of an organization, must lead by example. And the impact of their participation goes well beyond the individual gifts themselves.

Nonprofit organizations rely on their boards for many things: governance and budgeting, guidance, community involvement and, of course, fundraising. Though some boards downplay the fundraising aspect, we believe it's essential that each board member be an active participant in ensuring the financial health of the organization on whose board they serve. The boards that waffle on this target by not articulating a clear expectation upfront are the ones that most often fall short of their fundraising and leadership goals. In fact, the majority of successful organizations report high board giving rates, while studies have found that board giving is more positively correlated with overall fundraising success than any other single factor.

Many boards have mandatory giving policies. According to a recent BoardSource survey, 68 percent of nonprofit organizations have a policy requiring board members to make a personal contribution on an annual basis. Some boards have a "give or get" policy that allows board members to either give a personal gift or to raise funds from family and friends equal to the amount of the required gift. We prefer a "give and get" approach, obligating a board member to lead with a personal investment and inspiring others by saying "join me," rather than outsourcing that responsibility to others.

Not every board has a policy that requires board giving. For those that do, the process is straightforward and requires a simple call to remind board members of their obligation. The process of new board member recruitment and orientation should include an early and candid conversation about fundraising expectations and financial obligations. Board leadership must set a good example by giving first and publicly announcing their gift as a way to encourage others.

Of course, board members may feel unmotivated to give, for any number of reasons. They might not understand why their contribution is necessary. Compared to major gifts, annual gifts from individual board members might seem inconsequential. If board giving is not a precondition of board membership, some board members may feel uncomfortable broaching the topic and will avoid asking because they feel embarrassed; they don't want to feel like they're pressuring their fellow board members, or stretching them beyond what they are able to do. Others may feel that contributing their time is sufficient and a gift isn't necessary. (While time is valuable, the giving of actual dollars by board members is important to the financial health of nonprofits and creates a culture of giving that may not develop otherwise.) 

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Weekend Link Roundup (June 9-10, 2018)

June 10, 2018

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

Advocacy

On the CEP blog, Tim Delaney, president and CEO of the National Council of Nonprofits, wonders how "the 501(c)(3) community expect[s] different policy results if [it] continue[s] to ignore the urgent need to protect our common interests through defensive policy work? That's not an academic question," adds Delaney. "Right now, serious policy threats loom over foundations and nonprofits and demand immediate and aggressive pushback...."

Fundraising

Facebook -- remember them? -- has made it easier for people, companies, celebrities, and others to raise money on its platform. Fast Company's Melissa Locker explains.

Can nonprofits use design thinking to improve their fundraising results? Absolutely. Kathleen Kelly Janus, a social entrepreneur, author, and lecturer at the Stanford Program on Social Entrepreneurship, explains.

Giving

"Regrettably, [it is still common to] hear researchers and media equate generosity with individuals' or groups' formal charitable giving — that is, giving in, to, through, or for a charitable organization," writes Paul Schervish, retired founder and director of the Center on Wealth and Philanthropy at Boston College. But, adds Schervish, "[f]ormal giving is just one aspect of generosity — and when looked at historically and globally, not the most pronounced."

Health

In a post on the Commonwealth Fund's blog, Timothy S. Jost, an emeritus professor at the Washington and Lee University School of Law, explains how a new Trump administration court filing could lead to denial of coverage or higher premiums for the estimated 52 million Americans with preexisting conditions.

Higher Education

Is higher education in a bubble? And what does the future hold if higher ed's trajectory is "less of a sudden pop and more of a long, slow slide, and we are already on the way down?" Adam Harris reports for The Atlantic.

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Weekend Link Roundup (March 31-April 1, 2018)

April 01, 2018

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

Arts and Culture

"Attaching a donor’s name to a building, courtyard, hallway, gallery or even a restroom in return for a significant contribution has been a growing practice since the 20th century, primarily influenced by the philanthropy culture of the [United States]." And today the practice is pervasive. But what does it mean to put a wealthy donor's name on a museum's door? Linda Sugin, associate dean for academic affairs and professor of law at Fordham Law School, explores the question.

In The Politic, Jack McCordick looks at how recent changes in the admission policies of New York City's Metropolitan Museum of Art may be changing it's role as "a place of refuge, a sanctuary in a city that also pledges to be one.”

Congratulations to Thelma Golden, director and chief curator of the Studio Museum in Harlem; Agnes Gund, president emerita of the Museum of Modern Art (MOMA); and sculptor Richard Serra, winners of this year's J. Paul Getty Medal.

Giving

Forbes Nonprofit Council member and Give.org president/CEO Art Taylor explains the benefits of spreading your giving efforts over the full calendar year.

We promise you'll enjoy this conversation between Marc Gunther and fundraising consultant (and DAF critic) Alan Cantor about whether giving is an affair of the head or the heart.

Inequality

Inequality won't solve itself. "Societies tend to become more unequal over time, unless there is concerted pushback," writes Sarah van Gelder in Yes! magazine. "Those who accumulate wealth — whether because of good fortune, hard work, talent, or ruthlessness — also accumulate power. And over time, the powerful find ways to shift the economic and political rules in their favor, affording them still more wealth and power...."

How much does luck have to do with the "logic and morality of inequality"? More than you think, argues Kaushik Basu, former chief economist at the World Bank, in an opinion piece on the Project Syndicate site.

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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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Quote of the Week

  • " I am going to try to pay attention to the spring. I am going to look around at all the flowers, and look up at the hectic trees. I am going to close my eyes and listen...."

    — Anne Lamott

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