146 posts categorized "Civil Society"

Mexican president targets U.S. philanthropy, but it’s Mexican civil society that could take the hit

September 22, 2020

Tren-Maya-Map-07On Friday August 28, 2020, four days before I officially became the W.K. Kellogg Chair for Community Philanthropy at the Johnson Center, I knew what the topic of my inaugural blog for this platform would be.

That day, Mexico’s president, Andrés Manuel Lopez Obrador, or AMLO, as he is known, shared the results of what he termed an "investigation" into the funding of nine non-governmental organizations (NGOs) who have opposed his principal infrastructure project, the Mayan Train (Tren Maya) (Presidency of the Republic, 2020a). AMLO claimed that the organizations had clandestinely received almost $14 million in grants specifically to oppose this project from five U.S. foundations, including Ford, Rockefeller, the National Endowment for Democracy, ClimateWorks, and the W.K. Kellogg Foundation. It is important to state upfront that all the recipient organizations vehemently deny the allegations.

Given that my chair was endowed jointly by the W.K. Kellogg Foundation and the Kellogg Company 25-Year Employees' Fund, and that I have worked over the last two decades to both research and strengthen international and domestic philanthropy in Mexico, I feel a special obligation to address the accusations and innuendos made by the Mexican president.

Another motivating factor for me is that this attack is not an isolated incident. It occurs against a backdrop of increasingly hostile rhetoric and policy actions directed against Mexican civil society from the Mexican government, as well as increasing violence against environmental and human rights activists in that country, as captured by Mexico's declining score in the Freedom House Index (Freedom House, 2020). Tragically, this trend is global — in many countries, civil society is under attack (International Center for Not-for-Profit Law [ICNL], 2016).

AMLO and Tren Maya

To understand the significance of the Mayan Train and AMLO's frustration with its opponents' success, we need to go back to his election in 2018 and his campaign slogan, "For the good of all, first the poor" (Por el bien de todos, primero los pobres). He promised to lead Mexico through what he calls the Fourth Transformation, upending the corrupt, neo-liberal political and economic system that for decades has favored the rich and powerful — the "cabals of the powerful" — at the expense of the poor.

Tren Maya was to be his signature infrastructure project. The plan was to lay a thousand miles of rail around the perimeter of the Yucatan Peninsula, connecting key destinations and igniting economic prosperity by facilitating tourism and transportation of raw materials and manufactured goods. The government of Mexico estimates the cost at $6.5 billion USD and predicts it will create half a million jobs during construction and have a multiplier effect on the region's economy (Government of Mexico, 2020).

Opposition to the Mayan Train

From the start, the project has met with stiff resistance from an assortment of local, national, and international groups that believe the mega-project will bring disruption and environmental degradation. The rail line will pass through five states that hold some of the nation's most important archaeological sites and biodiverse habitats.

Soon after AMLO announced a plan for public consultation, hundreds of Mexican environmentalists, scientists, and human rights advocates published an appeal to postpone it, arguing, "High biodiversity sites must be preserved according to the most stringent international standards, taking into account the indigenous peoples who have been the guarantors of their territories and custodians of the natural and cultural wealth of our country" (Lichtinger & Aridjis 2018). Nevertheless, the consultation proceeded.

During the month-long consultation at the end of 2019, the government claimed high levels of participation and approval in both a popular referendum and assemblies aimed at indigenous groups. Local organizations cried foul. After observing the process, the Mexico office of the United Nations High Commissioner for Human Rights issued a statement that said in part, "The information presented to indigenous communities only outlined the potential benefits of the project and not the negative impacts it may cause" (United Nations, 2019). It also found that the process did not comply with "culturally appropriate" standards designed to encourage free participation and that the participation of indigenous women was especially inadequate.

Local organizations began to collaborate with larger NGOs based in Mexico City with expertise in environmental law and public policy, and it is these nine NGOs that AMLO identified in his August statement. Together, the groups launched successful court challenges and public protests, calling into question the legality of the consultation process, as well as the project's forecasted benefits and compliance with environmental regulations. At present, two of the seven sections of the project have been halted by court orders, while construction proceeds on others (Vanguardia 2020), raising the question of how the train can function if its circuit is left incomplete.

Benefactores y Opositores (Benefactors and Opponents)

AMLO claimed that these NGOs had hidden their sources of funding because they were acting on behalf of foreign interests, including multinational corporations and the U.S. State Department. He declared his role was to expose the fact that organizations were "disguised" as advocates for the environment and human rights when in fact they were acting on behalf of what he termed "cabals of the powerful" (Presidency of the Republic, 2020). He put his case succinctly on September 4:

What was wrong is that they worked in anonymity, clandestinely, without transparency, supposedly as independent non-governmental associations, so maybe they are independent, but from the people, not from the cabals of the powerful....

Thus, his criticism of the NGOs has two prongs:

  1. that their work and their funding was clandestine and opaque; and
  2. that these groups are not accountable to the Mexican people, but rather to the corporate and political interests behind their donors and therefore are illegitimate.

Let's examine each claim.

Transparency Defended

The investigation shared by the president states that the organizations' activities include filing lawsuits to stop construction of sections of the Mayan Train or the project as a whole, filing a complaint before the Inter-American Commission of Human Rights, investigating and documenting irregularities of the project, and disseminating the findings of such research (Cuevas, 2020). Given that these acts are essentially public, or need to be made public in order to have an impact, it is difficult to understand how they can be conducted clandestinely.

In a series of individual and collective statements, the named organizations have defended their work, contending that the funding they received from U.S. philanthropy was both legal under Mexican and international law and transparent, and that the grants identified were not made to them for the purpose of opposing the project (Animal Politico, 2020).

The organizations pointed out that in the table provided by the president, seven of the nine grants started well before his election in 2018, contradicting his claim that the funds were intended to defeat the project. Similarly, more than once AMLO and his spokesperson stated that some of this information was public. AMLO's administration also said the investigation was conducted by a "private foundation," but they did not identify the researcher nor the source of their information. Using publicly available data from the tax authority's transparency portal for nonprofits, a Mexican think tank called Alternativas y Capacidades found that five of the NGOs listed were charitable organizations, and of those three received the bulk of their resources from sources within Mexico (Alternativas y Capacidades, 2020).

Legitimacy Defended

This leaves the second prong of the critique: does the receipt of foreign grants delegitimize the work of an NGO?

While AMLO has leveled a rhetorical attack, many other governments have placed regulatory restrictions or outright bans on organizations receiving foreign funds (ICNL, 2016). Such restrictions often represent a government's attempt to assert its sovereignty against both foreign governments and domestic actors, denying resources to groups they perceive as "political rivals" (Dupuy & Prakash, 2020, p. 618-619). The assumptions underlying such restrictions are that "internationally funded NGOs are not well rooted in the local community," and that they "are more responsive to donors' concerns than those of the communities they serve" (Dupuy & Prakash, 2020, p. 621).

This argument does not do justice to the mechanisms for community accountability that NGOs practice and that international donors typically look for as part of their due diligence (Brechenmacher & Carothers, 2018). These mechanisms include board composition, consultation and representation, and compliance with governmental regulations and ethical standards. While there are cases of heavy-handed international funders seeking to influence and even dictate outcomes for communities and public policy, most — and particularly those foundations named by AMLO — make it their policy to respect local autonomy and support community-led development. Still, funding from foreign donors opens a potential line of attack for critics.

Why accept cross-border philanthropy?

Given that cross-border donations can present a point of vulnerability for NGOs, why do they accept them?

NGOs turn to foreign funders because local sources of funding are often quite scarce, especially for issues that risk the ire of the government — like the defense of human rights and environmental justice. Additionally, outside of the world's wealthiest nations, there are few philanthropic foundations (Johnson, 2018). While all nations have their unique expressions of generosity and vibrant traditions of mutual self-help, few exhibit a strong propensity to support formal nonprofit organizations.

Mexico's formal nonprofit sector is relatively under-developed and is heavily reliant on earned income (Salamon, Sokolowski, & Haddock, 2017). Foreign donors do not play a large role in supporting the sector as a whole, with about 10 percent of donations coming from abroad (Layton et al., 2017). This challenging context has been further complicated by actions taken by AMLO's administration:

  • It has moved to eliminate Mexican federal funding of nonprofit organizations (Technical Advisory Council 2020), which was already low compared to other nations (Salamon, Sokolowski, & Haddock, 2017).
  • The tax authority has stepped up its audits of charitable organizations and its revocations of their charitable status: in the three years prior to AMLO's presidency, there was one revocation a month. Now there is one every other working day (Tax Administration Service, 2020). One high-profile case involved the revocation of the charitable status of Mexico's largest community foundation, the Foundation of Chihuahuan Businesspersons (FECHAC), widely respected for its professionalism (González Sierra, 2020).
  • The tax authority has also imposed an income tax on earned revenue (unrelated to mission) that exceeds 10 percent of total organizational income (Council on Foundations, 2019).

These policies weaken the three major sources of domestic funding: government support, private grants, and earned revenue. With his attacks on foreign grants, AMLO and his administration are undermining all avenues of financial sustainability for Mexico's nonprofit sector.

Why cultivate domestic — especially community — philanthropy?

These actions on the part of the current Mexican administration present an important challenge to Mexican civil society. There is a growing consensus among civic leaders and international donors that the long-term sustainability and credibility of NGOs depends on a more favorable enabling environment for civil society, especially the growth of domestic philanthropy.

Many donors have sought to encourage the emergence of domestic philanthropy in developing nations (C.S. Mott Foundation, 2013; Regelbrugge, 2006). My own research has sought to provide empirical data to better understand the nature of this challenge, and my consulting work has supported efforts to encourage the development of Mexican civil society and its philanthropic sector, particularly the institutions of community philanthropy.

Community philanthropy in Mexico has shown great promise in addressing the key challenge of cultivating a culture of giving and promoting the use of institutional channels for generosity (Olvera et al., 2020). At their best, community foundations work with a broad range of stakeholders at the intersection of donors, nonprofits, business, and government, and they enjoy a unique ability to support community-led development. Their work demonstrates that, far from being independent of a community's people, they are directly engaged with and accountable to them.

(Image credit: Mayan Train Route image from Dialogo Chino.)

Headshot_Michael_LaytonMichael Layton, PhD, joined the Johnson Center in September 2020 as the W.K. Kellogg Community Philanthropy Chair, the nation's first endowed chair focused on community philanthropy. This post originally was created for the Dorothy A. Johnson Center for Philanthropy's blog and was published there on September 16, 2020.

 

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References

Alternativas y Capacidades, A.C. 2020. Analysis of Data from Fondos a la Vista. Data retrieved from https://fondosalavista.mx/

Animal Politico. 2020. Gobierno de AMLO acusa a Animal Político y a OSC de recibir recursos para atacar al Tren Maya. Animal Politico. Retrieved from https://www.animalpolitico.com/2020/08/gobierno-amlo-animal-politico-recursos-atacar-tren-maya/

Brechenmacher, S. & Carothers, T. (2018). The legitimacy menu.Examine Civil Society Legitimacy. Carnegie Endowment for International Peace. Retrieved from https://carnegieendowment.org/2018/05/02/examining-civil-society-legitimacy-pub-76211

C.S. Mott Foundation. (2013). 2012 Annual Report, Community foundations: Rooted locally, Growing globally. Retrieved from https://www.mott.org/news/publications/2012-annual-report-community-foundations-rooted-locally-growing-globally/

Council on Foundations. (2019). Nonprofit Law in Mexico. Global Grantmaking Country Notes. Retrieved from https://www.cof.org/content/nonprofit-law-mexico

Cuevas J. R. [JesusRCuevas]. (2020, August 28). Hoy se dio a conocer una investigación sobre el financiamiento de fundaciones extranjeras a organizaciones no gubernamentales y a un medio que se oponen a la construcción del Tren Maya. [Tweet]. Retrieved from
https://twitter.com/JesusRCuevas/status/1299368891525804032

Dupuy, K. & Prakash, A. (2020). Global backlash against foreign funding to domestic non-governmental organizations. In Powell, W. W., & Bromley, P. (Eds.). (2020). The Nonprofit sector: A research handbook. Stanford University Press.

Freedom House. (2020). Freedom in the World: Mexico. Retrieved from https://freedomhouse.org/country/mexico/freedom-world/2020

González Sierra, E. (2020, January 22). FECHAC’s Charitable Status Revoked. El Heraldo de Chihuahua. Retrieved from https://www.elheraldodechihuahua.com.mx/local/desautorizan-a-la-fechac-para-recibir-donativos-noticias-de-chihuahua-4732080.html

Government of Mexico. (2020). Mayan Train: Multiplier Effect. Retrieved from https://www.trenmaya.gob.mx/efecto-multiplicador/

International Center for Not-for-Profit Law. (2016). Survey of Trends Affecting Civic Space: 2015-16. Global trends in NGO law 7(4). Retrieved from https://mk0rofifiqa2w3u89nud.kinstacdn.com/wp-content/uploads/global-ngo-law_trends7-4.pdf?_ga=2.245940356.162911111.1599646423-2060145790.1598725786

Johnson, P. D. (2018). Global philanthropy report: Perspectives on the global foundation sector. Harvard Kennedy School, the Hauser Institute for Civil Society at the Center for Public Leadership. Retrieved from https://cpl.hks.harvard.edu/files/cpl/files/global_philanthropy_report_final_april_2018.pdf

Layton, M. D. (2017). Regulation and self-regulation in the Mexican nonprofit sector. Chapter in Dunn, A., Breen,O., & Sidel, M. (Eds.). Regulatory waves: Comparative perspectives on state regulation and self-regulation policies in the nonprofit sector. London: Cambridge University Press.

Layton, M.D., Rosales, M.A. (2017). Financiamiento de las donatarias autorizadas. Chapter in Butcher García-Colín, J. (Ed.), Generosidad en México II: Fuentes, cauces y destinos. Mexico City: Editorial Porrúa, Centro de Investigación y Estudios sobre Sociedad Civil, Instituto Tecnológico y de Estudios Superiores de Monterrey.

Layton, M. D., & Mossel, V. (2015). Giving in Mexico: Generosity, Distrust and Informality. Chapter in Wiepking, P. & Handy, F. (Eds.) The Palgrave Handbook of Global Philanthropy (pp. 64–87). Palgrave Macmillan, London.

Lichtinger, V. & Aridjis, H. 2020. The Mayan trainwreck. Opinion. Washington Post. Dec. 4, 2018. Retrieved from https://www.washingtonpost.com/news/theworldpost/wp/2018/12/04/amlo/

Mexican Center for Environmental Law. (2020). The defense of human rights and the environment strengthens democracy and should not be criminalized. Retrieved from https://www.cemda.org.mx/la-defensa-de-los-derechos-humanos-y-de-la-naturaleza-fortalece-la-democracia-y-no-debe-criminalizarse/

Olvera Ortega, M., Layton, M., Graterol Acevedo, G. & Bolaños Martínez, L. (2020). Community Foundations in Mexico: A Comprehensive Profile 2009–2016 – Report Summary. Mexico City: Alternativas y Capacidades, A.C., Charles Stewart Mott Foundation, and Inter-American Foundation. https://alternativasycapacidades.org/wp-content/uploads/2020/03/FundComunitarias_ENG.pdf

Presidency of the Republic. (2020a). Transcript of press conference of President Andrés Manuel López Obrador on August 28, 2020, Reynosa, Tamaulipas, Mexico. Retrieved from https://www.gob.mx/presidencia/es/articulos/version-estenografica-conferencia-de-prensa-del-presidente-andres-manuel-lopez-obrador-del-28-de-agosto-del-2020?idiom=es

Presidency of the Republic. (2020b). Transcript of press conference of President Andrés Manuel López Obrador on September 4, 2020, Mexico City, Mexico. Retrieved from https://www.gob.mx/presidencia/articulos/version-estenografica-conferencia-de-prensa-del-presidente-andres-manuel-lopez-obrador-del-4-de-septiembre-de-2020?idiom=es

Regelbrugge, L. (2006). Funding Foundations: Report on Ford Foundation support of grantmaking institutions, 1975 to 2001. Ford Foundation. Retrieved from https://www.fordfoundation.org/work/learning/research-reports/funding-foundations-report-on-ford-foundation-support-of-grantmaking-institutions-1975-to-2001/

Salamon, L. M., Sokolowski, S. W., & Haddock, M. A. (2017). Explaining civil society development: A social origins approach. JHU Press.

Tax Administration Service. (2020). Charitable Organizations Published in the DOF (Diario Oficial Federal). Retrieved from https://www.sat.gob.mx/consultas/27717/conoce-el-directorio-de-donatarias-autorizadas

Technical Advisory Council. (2020, September 02). Pronouncement of the technical advisory council of the federal law on promotion of the activities of the civil society organizations (CSOs), regarding the declarations of the President of the Republic Lic, Andrés Manuel López Obrador on CSOs. Retrieved from https://consejotecnicoconsultivo.org.mx/wp-content/uploads/2020/09/CARTA-DEL-CTC-CON-RELACION-A-LOS-PRONUNCIAMIENTOS-DEL-PRESIDENTE-AMLO.pdf

United Nations. (2019). The indigenous consultation process on the Mayan Train has not complied with all international human rights standards on the matter: UN-DH. Retrieved from https://www.onu.org.mx/el-proceso-de-consulta-indigena-sobre-el-tren-maya-no-ha-cumplido-con-todos-los-estandares-internacionales-de-derechos- humans-in-matter-onu-dh/

5 Questions for...EunSook Lee, Director, AAPI Civic Engagement Fund

June 25, 2020

Launched in 2014 with support from the Carnegie Corporation of New YorkEvelyn and Walter Haas, Jr. Fund, Ford Foundationand Wallace H. Coulter Foundation, the AAPI Civic Engagement Fund works to foster a culture of civic participation among Asian Americans and Pacific Islanders (AAPIs). Since its inception, the fund has provided funding to strengthen the capacity of twenty-five AAPI organizations in seventeen states working to inform, organize, and engage AAPI communities and advance policy and systems change. 

EunSook Lee, who has served as director of the fund since its inception, coordinated the 2012 National AAPI Civic Engagement Project for the National Coalition for Asian Pacific American Community Development and, prior to that, served as senior deputy for Rep. Karen Bass (D-CA), as executive director of the National Korean American Service & Education Consortium (NAKASEC), and as executive director of Korean American Women In Need.

PND spoke with Lee earlier this month about xenophobia and racism in the time of COVID-19, the importance of civic engagement in an election year, and her vision for fostering a greater sense of belonging among Asian Americans and Pacific Islanders.

EunSook Lee_AAPI CEFPND: The AAPI Civic Engagement Fund was created by a group of funders who saw a need to expand and deepen community and civic engagement among Asian Americans and Pacific Islanders, who historically have been both a community of color and a predominantly immigrant and refugee population. After more than a hundred and sixty years of immigration from Asia, why, in 2013, midway through Barack Obama's second term, did the AAPI community become a focus for funders?

EunSook Lee: While we launched the fund in 2013, it was conceived as an idea after the 2012 elections, a season that was emblematic of how funding had flowed in the past to AAPI communities: episodically and chaotically. Just months before the presidential election, a burst of investment came in from civic participation funders and political campaigns in support of efforts to get out the vote in AAPI communities. As part of that influx, the Wallace H. Coulter Foundation pledged $1 million for a national project focused on civic engagement and identified National CAPACD as the organization to host the effort.

In a very short period of time, we made grants to dozens of groups, connected them to State Voices and other civic engagement entities for the first time, and provided support where we could to help them execute their plans for the election. With a few exceptions, most AAPI groups had not been sufficiently resourced or supported to develop their infrastructure. We couldn't sit back and hope they would succeed, so we did a bit of everything to help them build the capacity they needed to get the word out in their communities.

We also decided it was important to show how AAPI communities had voted, so we partnered with the Asian American Legal Defense and Education FundLatino Decision, and others to hold a first-of-its-kind multiracial election eve poll that polled Asian Americans in their own languages. The resulting data enabled us to shift the narrative on Asian-American civic engagement, demonstrating that the Asian-American community had turned out in record numbers and that its views on most issues were in alignment with the views of other voters of color.

Following the 2012 elections, a number of funders became interested in pursuing a longer-term effort to build year-round capacity for AAPI groups and put an end to the cycle of episodic funding tied to election cycles. And that's how the AAPI Civic Engagement Fund was born.

PND: The coronavirus pandemic and some of the political rhetoric it has engendered have heightened the visibility of Asian Americans and Pacific Islanders in ways that have not always been positive or welcome. What are you hearing from grantees about the kinds of challenges they are facing as a result of the public health crisis, and how is the fund responding?

EL:  The challenges resulting from coronavirus are layered. At the AAPI Civic Engagement Fund, we acknowledge how difficult the work is for AAPI groups that may not have the resources or capacity to meet current needs but know they cannot turn their backs on the communities they serve.

Language barriers are a primary obstacle for our partners right now. Local and federal agencies are setting up new programs, processes, and rules as they go, and that basic information is not reaching non-English speakers. Whether it is about applying for unemployment or getting information about small business loans or helping your child with online learning, monolingual AAPIs are navigating a maze with little to no language support. At the same time, physical offices are closed, so those who are not familiar with Zoom or struggle with Internet connectivity are unable to get the information through other means.

After the three Vietnamese papers serving the tri-county Philadelphia area had to shut down due to the coronavirus, Philadelphia-based VietLead and other grassroots groups started making wellness calls to community members. Others are translating support materials and posting them online, holding in-language webinars on Zoom, and posting information on YouTube and Facebook, which are easier for many people to access. Some have also distributed information directly to homes along with drop-offs of basic food supplies. And because those who are undocumented have been unable to access the majority of relief programs, a number of AAPI groups have set up their own cash-relief programs for those who have been left out.

The anti-China rhetoric that began with the Trump administration has exacerbated and exposed longstanding bigotry against Asian Americans in this country. A number of our grantee partners are working with their communities to track incidents of racism, and all have heard from community members who have been subjected to verbal abuse and bullying, denial of service, vandalism, graffiti, and even physical assaults. Some of the cases of discrimination are occurring in the workplace and may be considered civil rights violations. Others rise to the level of a hate crime.

NativeHawaiians and Pacific Islanders (NHPIs) have been especially impacted on account of existing inequities. One-fifth of NHPIs are uninsured, and in general they suffer from higher rates of heart disease, cancer, and diabetes. Partly because of those factors, the latest figures for California show that NHPIs are nine times more likely to contract COVID-19 and are dying at a disproportionately higher rate than any other group in the state.

We are working to support and amplify the various ways AAPI groups that are responding to this health crisis. We established the Anti-Racism Response Network Fund, which to date has made emergency grants totaling over $1.5 million to an estimated forty groups in twenty states. We are also working with sister funds to direct some of their COVID relief funds to AAPI groups. We also plan to support the online convenings of these groups as they do what they can to support each other, learn about each other's programs, and find ways to collaborate and amplify the voices of progressive AAPIs.

PND: Voter registration and turnout rates among AAPIs, despite being historically lower than those of other populations, have risen in recent years. As highlighted in a 2019 report from the fund and the Groundswell Fund, 76 percent of AAPI women said that they had encouraged friends and family to vote in the 2018 midterm elections. How do you see that trend playing out among the AAPI population in the 2020 elections? And what kind of role do you think AAPI women might play?

EL: The Wisconsin primary was disastrous in terms of protecting the health of voters and running the election efficiently. AAPI groups focused on civic engagement and the empowerment of their communities are vital to advocating for safe, efficient alternatives such as vote by mail, ensuring language access, and getting the vote out. We have heard about a range of systems failures that COVID-19 has exacerbated, especially cases of incompetent leadership at various levels of government. Because our groups are connected to their members, they are best positioned to galvanize them to vote.

More specifically, AAPI women are being recognized as critical organizers and community leaders. Our 2018 Asian American Election Eve Poll talked about how they not only were more active in protests and at the polls but also effectively mobilized others. In fact, twenty of our twenty-two core civic engagement grantees are led or co-led by women. There is no question that AAPI women will continue to power this movement through the 2020 elections and beyond, driving voter turnout and raising awareness about the issues most important to their communities.

PND: AAPIs Connect: Harnessing Strategic Communications to Advance Civic Engagement, a report recently published by the fund, notes that "[t]echnology offers the potential for AAPIs to be more connected with one another and to [the] larger society, but...it also has the potential to exacerbate divisions and create a more disconnected America." How is technology exacerbating division and disconnection within the AAPI community? And what are the biggest challenges AAPI groups face in building capacit — not just in the area of communications, but overall?

EL: At one time, there were a few mainstream media outlets that most Americans relied on for their news. For those who were bilingual or monolingual, in-language media supplemented that access to information. While there is now an explosion of platforms where information and news is being disseminated, some of the critical in-language news outlets are financially unstable or shutting down. Our national conversation has suffered as a result. At the same time, AAPI communities are being left out of many conversations. Not only is there a greater likelihood of our being isolated from the mainstream or from other communities in terms of the information we consume, there's also a greater possibility that we may end up being uninformed or misinformed.

AAPI groups have an opportunity to play a greater role in addressing this disconnect by looking at ways to build their communications infrastructure. But they need support and funding to deepen that work and make an impact on the local, bi-multi-lingual/biliterate, harder-to-reach populations.

As in other areas, AAPI communities and community-based organizations are often playing catch-up. According to our grantee partners, the biggest barrier they face in building communications capacity is a lack of resources. That includes funding to support dedicated staffing, skills building, and tools that equip them to communicate the critical work they are doing in their communities.

That has become a focus for our fund, to support the training and building up of the strategic communications capacity of AAPI groups. Funders can help by dedicating more resources in terms of grants and other learning opportunities so that AAPI groups can establish their media and communications muscle and infrastructure. They can also look at ways to strengthen movement-wide tools and overall creating funding strategies with a racial equity and intersectional justice lens.

PND: Over the course of your career, you've led grassroots nonprofits, served as a congressional staffer, and worked as a consultant to funders. Having observed the process of social change from all those perspectives, what is your number-one recommendation, in this moment of uncertainty, for groups that are looking to bring about social change?

EL: It is essential in this moment that AAPI organizations be seen — and see themselves — as part of this larger movement-moment in an authentic, non-performative way. We cannot be used as a wedge to divide or undermine the focus on systemic racism. We must commit to genuine and radical solidarity over the long term based on an understanding of how freedom for our respective communities is intertwined. We must push forward pro-Blackness in our communities and share analysis on the root causes of anti-Blackness, which is keeping us from true systemic change.

Many AAPI organizing groups are centering Black lives and framing anti-Blackness through the lens of our lived experience. Civil rights and organizing groups are including AAPIs in their efforts to tackle poverty, health inequities, and barriers to reentry for individuals emerging from incarceration. But there is an opportunity in this moment to dig deeper, to acknowledge that your organization may not have done as much as it could have to follow Black leadership and work with organizations that have deep ties to the Black community and have been doing this work for many years.

It is important that AAPI organizations examine our practices and past policy decisions to better align our future actions with our words. We must think more deeply about what it means for organizations to be anti-racist, to tackle systemic inequities, and to embrace an agenda that goes beyond our immediate self-interest. To achieve this, we need more AAPI organizers and social justice organizations, not fewer, better infrastructure and increased capacity, and more financial support for that infrastructure and capacity.  

— Kyoko Uchida

The power of diverse boards: an argument for change

June 04, 2020

Diversity_board_PhilanTopic_GettyImagesWe have a lot of work to do. Most of us have known this for some time, but the events of the last few weeks highlight just how much work remains to be done. The fight for diversity, equity, and inclusion never ends, and a clear and ongoing commitment to all three is needed if we are to create positive change. That commitment must start at the top.

Boards of directors operate at the highest level of organizational leadership, with each director expected to play a role in the development of the organization's strategic vision, operations, and overall culture. Numerous studies have shown that diversity positively impacts a company's financial performance. Indeed, a McKinsey & Company study found that firms in the top quartile for ethnic diversity in management and board composition are 35 percent more likely to earn financial returns above their respective national industry median.

Is the same true for the social sector? Is it important for nonprofit boards to embrace and model diversity, equity, and inclusion? The answer, unequivocally, is yes, and here's why:

Diversity drives organizational performance

Diversity inspires innovation. A board that is diverse in terms of ethnicity, gender, and skill sets is more likely to generate innovation and push all its members to be more creative and open-minded. Today more than ever, social sector organizations need to develop multiple revenue streams, and leading-edge expertise in areas ranging from strategy to financial planning to operations is critical to a board's ability to conduct effective oversight.

Diversity catalyzes creativity. Diverse boards tend to be better at creative problem solving. Those who have had to adapt to physical disabilities encounter challenges on a daily, if not hourly, basis, while those subjected to systematic racism have had to adapt their entire lives. The ability to overcome challenges often translates to adaptive leadership, opening a world of possibilities in terms of program execution and organizational management.

Diversity fosters network breadth. Current or past clients who serve as board members add an element of authenticity and credibility to board deliberations and can serve as a "voice of experience" that informs and improves program planning. A greater awareness of who is actually being served gives boards information they need to develop strategies grounded in real-world facts. Such an understanding also provides context for proper resource allocation and effective strategic action, while helping to deepen an organization's relevance and impact.

Inclusion drives action

Let's try a thought experiment: take away all the benefits created by more diverse boards and imagine what the sector would look like :

  • too many nonprofits relying on a single, precarious revenue stream;
  • approaches to problem solving that are never improved on because "it has always been done that way";
  • clients who are viewed as beneficiaries rather than as equal partners in collective change efforts;
  • recruitment of staff and donors from among those who look and think like us; and
  • logic models and outcomes metrics informed by a single point of view.

Something magical and important happens when differences not only are not dismissed but are valued. But the benefits that diversity brings to a board are unlikely to be realized without an equal focus on inclusion. The perspective of all board members must be continuously sought and heard, and differences of opinion should always be welcomed.

Equity is the result

Equity and systems change are the outcomes of leaders fully embracing diversity and inclusion. In the absence of inclusion, it is too easy to become comfortable in our silence. Without diversity of thought and perspective, our value systems are compromised and systemic injustice goes unchallenged.

It is clear that board diversity, equity, and inclusion matter for all organizations, and especially so for nonprofits. To truly maximize a nonprofit's effectiveness, as well as its financial success, nonprofit boards must work diligently to ensure that different viewpoints are heard and incorporated. Change doesn't happen automatically or overnight. Boards must actively seek out those who can bring new perspectives to the table and challenge the status quo.

For those who currently serve on a nonprofit board, now is the time to act. Speak to your colleagues about steps the board can take to develop internal policies aimed at strengthening its diversity and begin to build a foundation for organizational leadership that supports change.

Similarly, if you've ever considered lending your time and talent to a nonprofit, now is the time to connect with one that is aligned with your passion and expertise. In these challenging, uncertain times, nonprofits are looking for all the expertise they can get their hands on.

The success of any organization starts at the top. Boards that want to maximize their effectiveness and performance must include socially and professionally diverse individuals who are committed to doing the work and are prepared to speak up and act for change. Good luck!

Pam Cannell_for_PhilanTopicPam Cannell is CEO of BoardBuild and has dedicated her entire career to nonprofit leadership and board governance.

Nonprofits and COVID-19: No Money – No Mission

April 09, 2020

Foodbank_feeding_americaWith more than 12.5 million employees and over 1.3 million organizations, the nonprofit sector is the third largest private-sector employer in the United States, after retail and manufacturing. Nonprofits touch the lives of one in five Americans, helping to feed, heal, shelter, educate, nurture, and inspire them. 

Over the last month or so, however, COVID-19 has laid bare the reality of the nonprofit mantra "No Money – No Mission." In our current volatile environment, some nonprofits will thrive, some will be forced to close, and some — with the help of smart, speedy planning — will survive.  

Nonprofits on the front lines of the coronavirus response, including nonprofit hospitals, social service providers, and food banks, need immediate funds to scale their operations. The good news is that many of these nonprofits will come out of the crisis stronger than ever. 

Other nonprofits are at real risk. Smaller, local nonprofits that have meager or nonexistent reserves are already feeling the strain — especially museums, performing arts groups, botanical gardens, and other cultural organizations that depend on ticket sales and walk-in donations for revenue. Meanwhile, nonprofits that rely on galas, special dinners, and events such as walkathons, bikeathons, "mudfests," and other large-scale gatherings are in trouble. 

Even before the emergence and spread of COVID-19, the situation for most nonprofits was fairly dire. In 2019, the vast majority (92 percent) of nonprofits in the U.S. had revenues of less than $1 million, while approximately half (50 percent) had operating reserves of less than a month. These small and often local nonprofits are especially vulnerable to the lockdowns and shelter-in-place orders that have been imposed by governors and mayors across the country — and the deep recession  likely headed our way.

Continue reading »

Five Strategies for Advancing Your Mission in 2020

March 04, 2020

Social_media_icons_for_PhilanTopicThe months leading up to the presidential election in November are a critical period for philanthropic and nonprofit leaders interested in shaping public discourse around a range of issues. It promises to be a period when Americans weigh everything from plans to make health care and college more affordable to new ideas for addressing the opioid crisis, climate change, national security, and economic growth. It's also likely to be a period when philanthropy is called on to highlight important issues, contribute to and inform the national dialogue, and advocate for the public interest.

In the coming weeks, leaders at private and corporate foundations, NGOs, and nonprofits will have an opportunity to leverage the presidential election cycle to raise awareness of — and drive engagement with — their issues. From the debates and primaries still to come to the party conventions and the election itself, the moment is ripe for action.

For social-sector leaders inclined to act, there are five key elements to effective issues advocacy:

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Weekend Link Roundup (February 8-9, 2020)

February 09, 2020

1203880819.jpg.0Our weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Economy

The stock market is up and inflation is muted. It's the story of the last ten years. Or is it? In The Atlantic, Annie Lowrey reports on the affordability crisis breaking the back of America's middle class.

Global Health

The novel coronavirus outbreak in Wuhan, China, dominated headlines for much of the last week, leading to a spate of all-too-predictable scare stories and conspiracy theories. For a solid statistical breakdown of what is actually happening, in Wuhan and the twenty-seven other countries and territories in which the virus has been detected, check out this useful site created by the folks at World-o-Meter.

Grantwriting

On the Candid blog, Susan Schaefer, founding partner of Resource Partners LLC, looks at three of the core skills needed by a grant writing professional in 2020.

Health

More than fifty years after the civil rights movement changed the way Americans think about race, there is still much to do to reduce discrimination and increase health equity. On the Robert Wood Johnson Foundation's Culture of Health blog, Dwayne Proctor, a senior advisor to the foundation's president, reflects on the role of stories in the search for solutions.

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Nostalgia and Social Change

January 29, 2020

Time-machineRecently, I put my finger on a social sector trend that's been lodged in my brain but that I was having a hard time articulating: call it nostalgia.

Let me give you an example.

In many of the conversations I've had over the last year or two, people usually express a clear interest in changing how we engage with social issues and causes. They want to see Americans give more, volunteer more, vote more, or otherwise be more civically engaged, and they have certain expectations about what that looks like and how it should happen.

In many of these conversations, the person I’m speaking with often "benchmarks" the change they'd like to see, and that benchmark often references the past, as in "Derrick, Americans used to give more," or "Derrick, Americans used to know more about the way our political system works." They often cite statistics to back up their point and then will say, in so many words, "We need to return to…" and will launch into a narrative about a time when "we were less polarized as a country," when "people were more willing to help a stranger in need," when there was no "us and them, only we."

Now, it's not my job to argue with people and point out where they might need to rethink some of their ways of looking at things, and I'm not going to do that here.

Instead, I'll share what I often say at this point in those conversations:

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Which Messages Will Get Out the Vote — A Generational Perspective

October 08, 2019

Vote_counts_830_0In a little over a year, America could see the unthinkable: the highest level of voter participation in living memory. And based on insights gleaned from recent research, voter messaging focused on issues and empowerment is likely to be key to the turnout.

Two factors are driving what could be a record turnout in 2020. First, while only about half of the U.S. voting-age population cast a ballot in the 2016 presidential election, turnout in 2018 was the highest for a midterm election in nearly a century. Second, as the 2020 election cycle draws closer, we're seeing a continuing generational shift in the electorate. As noted by the Pew Research Center earlier this year, boomers and older cohorts accounted for 7 in 10 eligible voters in 2000, but in 2020 will account for fewer than 3 in 10.

For the many groups trying to get out the vote as a way to create change in society, the type of messaging they use in their campaigns can make a critical difference in who wins and who loses at the ballot box.

As most of you know, however, messaging is more art than science.

For example, which of these approaches is likely to prove most effective in getting people off their couches and into the voting booth in 2020?

"We want change!" (March For Our Lives/)

"You must speak to be heard." (HeadCount)

"We Make Change Happen" (Hip Hop Caucus)

"Skip the lines. Vote early!" (various)

It's hard to say, because the variables that figure into any person's decision to vote are so numerous and fluid. Some people are motivated by a particular issue or issues, others by a passion (or dislike) for a particular candidate. People's changing circumstances — marriage, divorce, having children, losing a job, relocating for a job, etc. — also play a role.

To learn more about what drives people to vote, I led a new research study with the Ad Council, in partnership with Democracy Works, designed to:

  • uncover Americans' attitudes toward and perceptions of voting;
  • explore messages and narratives that have influenced those perceptions and attitudes in the past;
  • understand reactions to specific message frames among boomers, Gen Xers, millennials, and members of Gen Z;
  • determine which message frames, for each generational cohort, are likely to be most effective in driving voter participation; and
  • identify the most compelling messages.

We recently published our findings in a report, Driving Voter Turnout in 2020: Research on Effective Messaging Strategies for Each Generation. And while our research was limited to the five frames within which most current messaging around voting falls — issue, empowerment, identity, companionship, and ease — we consistently found empowerment to be a critical driver of voting across all generations.

People who feel they have the power, the right, and/or the authority to do something are exponentially more likely to exercise that power/right/authority than people who do not feel empowered. (Note: this is just as true for giving and volunteering as it is for voting.)

Below is a brief summary of our findings, as well as some recommendations for empowering your supporters via your messaging.

Voting is valued. Members of all generational cohorts generally are excited to vote and view it as a civic duty. To reinforce this belief and attitude, consider a messaging campaign that encourages people to feel good about voting and reminds them that their vote gives them the power to affect issues they care about.

Generational differences come into play with second-tier messaging. Regardless of generation, the majority of respondents were most inspired by issue-focused messaging and found it to be the most appealing, believable, relevant, and inspiring frame. However, generations differ in their responses to second-tier messaging (i.e., messaging that reinforces the big campaign slogan/call to action). Which means you need to think about how to craft your communications based on the preferences of the generation that is being targeted.

Messages of empowerment and identity are the most effective (after issue). Our surveys showed that once you've hooked your audience with issue-related messaging, all generations respond best to messages of empowerment and identity (though Gen Z responded less favorably to identity-related messaging than other cohorts). For example, targeting members of younger cohorts with positive, inspirational messages (and images) helps them think about the bigger picture — and reminds them that the whole is greater than the sum of its parts. On the other hand, older generations are more likely to respond to straightforward messaging and acknowledgements of their already established identities as members of the voting public.

Although the majority of Gen Zers have not yet voted, they are just as excited about and engaged in voting activities as older generations — if not more so. Members of Gen Z view messages that speak to issues and empowerment as appealing, relevant, shareable, believable, and inspirational. (Think about campaigns such as March For Our Lives, which highlights the power of the individual.) Gen Z cares deeply, passionately, and openly about issues. Its members take their role in our democratic society seriously and believe that every person and vote counts. To inspire them, craft messages based on issue and empowerment frames.

Voting is essential to a well-functioning democracy. Today, with the political divide in the country as wide as it has been in half a century and the 2020 election looming, communicators have the power — and responsibility — to use all the tools at their disposal to influence voters, of all ages, to exercise their constitutionally-guaranteed right and make their voices heard at the polls.

We know that in order to influence how anyone views your issue, you first must influence how he or she views it in relation to themselves. The good news? You're starting with a significant advantage: today's younger generations already believe they can create change, whether or not institutions formally offer them the chance to do so.

Regardless of whether you're a marketer/communicator for a brand, a cause, or a candidate, your first and most important task is to empower your constituents to believe in that brand/cause/candidate. Help them feel like they're an important part of the social-change solution. And while you're at it, empower younger Americans to believe they hold the future in their hands.

Headshot_derrick_feldmann_2015Derrick Feldmann (@derrickfeldmann) is the author of Social Movements for Good: How Companies and Causes Create Viral Change, the founder of the Millennial Impact Project, and lead researcher at Cause and Social Influence.

5 Questions for...Kashif Shaikh, Co-Founder and Executive Director, Pillars Fund

August 27, 2019

Kashif Shaikh is co-founder and executive director of the Chicago-based Pillars Fund, a grantmaking organization that invests in American Muslim organizations, leaders, and storytellers in order to advance equity and inclusion. Established in 2010 as a donor-advised fund at the Chicago Community Trust with investments of $25,000 each from five Muslim-American philanthropists, the fund became an independent organization in 2016 with seed funding from the W.K. Kellogg Foundation. To date, the fund has awarded $4 million in grants to small and midsize nonprofits to help ensure that American Muslims are able to thrive and live with dignity — and continue to have opportunities to contribute to civil society and public discourse.

PND asked Shaikh about the role of Muslim philanthropy in American society, the importance of supporting "culture work," and the fund’s current priorities.

Kashif_Shaikh_pillars_fundPhilanthropy News Digest: Your website states that the fund’s grantmaking "is inspired by Muslim tradition, which includes respect, conviction, sacrifice, action, and generosity." Why don't Muslim philanthropies and charities have a higher profile in the United States?

Kashif Shaikh: Giving of one's wealth, time, or effort is deeply embedded in the Muslim tradition. And in the United States, the earliest recorded example of Muslim giving was by enslaved Muslims, who in the nineteenth century distributed saraka in the form of small cakes to children on plantations off the coast of Georgia, continuing a tradition from West Africa. The word saraka is closely related to the word sadaqah, the Arabic word for "charity." This is important to acknowledge as we try to build on what generations of Muslims have already done in this land.

Three-quarters of Muslims in the United States today are immigrants or children of immigrants, and half of all U.S. Muslims arrived after 1970. Over the last fifty years Muslim communities put a lot of resources into building mosques and other communal spaces as they put down new roots here. A significant portion of this giving happened through informal networks rather than through established foundations and funds.

More recently, Muslim giving has been gaining greater visibility for a number of reasons. Many of our philanthropic and nonprofit institutions are relatively new to the scene. Among our grant applicants, 20 percent of the Muslim, Arab, and South Asian-led organizations were founded before September 11 and 80 percent were established on or after September 12, 2001. This tells us that many charitable efforts in our communities have been launched in response to the crises we faced. And, we've seen another burst of need  — as well as innovation — since the 2016 general election, which signaled another moment of crisis and "profiling" of our communities.

Unfortunately, many philanthropic efforts led by people of color have been historically overlooked and undervalued in this country. "Our issues" have not been seen as relevant to American society overall. More recently, however, attacks on the civil and human rights of Muslims in the U.S. have signaled a broader erosion of rights across communities. It has become increasingly clear to us that Muslim communities are going to have to coordinate our efforts to defend ourselves against these threats and work more closely with other impacted communities to protect ourselves.

At Pillars, we've recognized the need to target our resources, which includes funding those who are at the forefront of some of these challenges. As Muslims have entered more civic spaces and joined more networks and coalitions — and have been recognized for our work in doing so — our profile has been rising. We are intentional about raising our visibility because it is important for everyone to understand the role Muslims have played, and continue to play, in bettering society, whether through our philanthropic, cultural, or civic contributions.

PND: The fund works to achieve its goals through three program areas — grantmaking in support of "rights, wellness, and understanding"; empowering American Muslims to tell their own stories and ensure more accurate and authentic representations of Muslims in the media and culture; and providing thought leadership to foundations, think tanks, media, and civic leaders. Why is culture-focused work — for example, the multiyear public arts and oral history project you funded at Brooklyn Historical Society — so central to your efforts?

KS: Culture plays a tremendous role in shaping our beliefs about ourselves and others. Unfortunately, many people in the U.S. still hold a low opinion of Muslims, and much of that is rooted in the damaging narratives we’ve all been exposed to through popular culture, especially film and television, over many decades. If we want to shift how people perceive Muslims, we can't afford to ignore culture. Brooklyn Historical Society’s Muslims in Brooklyn oral history project, led by historian Zaheer Ali, empowers the borough’s Muslim communities to narrate a piece of New York City history. By listening to their stories, told in their own words, anyone can learn how Muslims have helped shape one of the world's most influential metropolises.

There is so much power in crafting and sharing your own story, which is why we are inspired by the oral history project. There is also a vast untapped reservoir of Muslim storytellers that we want to help organize and nurture. Muslims are one of the most racially and ethnically diverse faith communities in the U.S., and only when we appreciate the many perspectives within our community will we begin to understand what it means to be a Muslim in America. For example, the perspective of a newly arrived Syrian refugee could not be more different from the perspective of a fourth-generation African-American Muslim. We want to help create space to honor and share all of these stories.

Continue reading »

Taxes, Inequality, and the Public Good

April 26, 2019

Taxes_flickrCan wealthy Americans use philanthropy to fend off Democratic proposals for progressive, much-needed tax reform? That certainly seems to be what tech billionaire Michael Dell had in mind on a panel at the World Economic Forum in Davos a few months ago. Confronted with the idea that the United States should adopt a 70 percent marginal tax rate on annual incomes of over $10 million — something it last saw in the 1960s under the Kennedy and Johnson administrations — Dell said he would be "much more comfortable" giving back to society through his private foundation "than giving…to the government." Other superrich donors have expressed similar feelings, with some actually having the chutzpah to equate the civic obligation of paying taxes with charity.

It's evident to anyone paying attention that private philanthropy can never replace the almost three trillion in budget cuts included in the Trump administration's 2020 budget or the trillions in deficits that the 2017 Tax Cut and Jobs Act is likely to create over the next decade.

Trump, Michael Dell, and other members of the 1 percent club — who now control as much wealth as the bottom 95 percent of Americans — are going to need a better argument if they hope to convince the large majority (70 percent) of registered voters who believe that the superrich should be paying higher marginal rates.

And the very rich will need more than a preference for philanthropy over taxes to convince the 61 percent of Americans who favor a "wealth tax" of 2 percent on those with more than $50 million in assets and 1 percent on top of that for those with more than $1 billion. To the consternation of Dell, the 25th richest man in the world, an even larger percentage of Americans believe that government should pursue policies designed to reduce the huge and growing wealth gap in America — policies that go beyond just raising tax revenue.

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5 Questions for...Jane Wales, Co-Founder/CEO, Global Philanthropy Forum

April 25, 2019

As she was nearing the end of her fourth five-year term heading up the World Affairs Councils, Jane Wales decided it was time to let someone else run the show — an effort that includes organizing the annual Global Philanthropy Forum, which she co-founded in 2001 and which has evolved into a platform where philanthropic practitioners can share their knowledge and learnings with social investors, donors, and funders in other sectors.

PND caught up with Wales, who continues to serve as vice president and executive director of the Program on Philanthropy and Social Innovation at the Aspen Institute, during the recently concluded eighteenth annual Global Philanthropy Forum conference and spoke with her about the challenges confronting liberal democracy in an era of rising populism, the alarming decline in the public's trust of institutions, and her hopes for the philanthropic sector going forward.

Headshot_jane_walesPhilanthropy News Digest: You and your colleagues chose to organize this year's Global Philanthropy Forum conference around the theme "Reclaiming Democracy." Why?

Jane Wales: We're seeing a concerning trend of liberal democracies around the world shifting to illiberalism. These are places in which the vote remains sacrosanct — where citizens have the right to vote — but the protection of individual civil liberties is not. We see this is happening in the Philippines, in Turkey, in Poland and Hungary, South Africa, Venezuela, Brazil, and the United States. And you can't say it's all due to a cultural shift or particular event. Clearly, there are underlying trends affecting us all. The question then becomes: How do you push back on those trends? What is the role of philanthropy in building social capital and citizen agency? And what are the most important ingredients of a successful democracy? The theme of the conference is about identifying a big problem, but it’s a problem for which civil society has solutions.

PND: What are those solutions?

JW: The underlying trends being discussed here have to do with the confluence of the information revolution and globalization, as well as the major demographic changes we're seeing in many countries. Conference attendees are looking at each of these powerful trends and trying to figure out what are the upsides, what are the downsides, and how can we mitigate the danger they pose?

When it comes to the information revolution, we're looking at the role of digital media and social media in sowing division. When it comes to globalization, the upside is that it has lifted millions of people out of poverty and created great wealth — and a considerable amount of that wealth has been directed to the public good. But globalization has also created a situation in which the standard of living for the middle class in many countries is declining, and that has contributed to divisions — not just along political and economic lines, but also along educational lines, because the opportunities and outcomes for college graduates and high school graduates are significantly different. Inequity results.

In terms of demographic change, the most powerful concerns are mass migration in the face of deadly conflict or natural disasters on the one hand and normal immigration flows on the other. That begs the question not only of what needs to be done to prevent crises but also what is needed to forge a comprehensive immigration policy that the majority of Americans and other publics will support. We also need to think through what can and should be done to help newly arrived people integrate into the society that will be their new home. Nonprofits are already doing exceptional work in this area.

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Newsmaker: Cathy Cha, President, Evelyn and Walter Haas, Jr. Fund

February 07, 2019

Cathy Cha, who officially stepped into the role of president of the Evelyn and Walter Haas, Jr. Fund in January, has long worked to advance new models for how foundations can collaborate with advocates, communities, and government to achieve greater impact. Cha joined the Haas, Jr. Fund in 2003 as a program officer. From 2009 to 2016, she managed its immigrant rights >portfolio, leading efforts to bring together funders and local leaders to strengthen the immigration movement in California. For the past two years, Cha served as vice president of programs at the Fund.

Cha co-created and led the California Civic Participation Funders, an innovative funder collaborative that is supporting grassroots efforts across California to increase civic participation and voting among immigrants, African Americans, and other underrepresented populations. She also worked with legal service providers and funder partners to launch the New Americans Campaign, which has helped more than 370,000 legal permanent residents in eighteen cities become U.S. citizens, and helped jumpstart efforts to create the African American Civic Engagement Project, an alliance of community leaders, funders, and local groups working to empower African-American communities.

PND asked Cha about new efforts at the fund, its priorities for 2019, and the evolving role of philanthropy in bringing about a more just and equal society.

Headshot_Cathy_ChaPhilanthropy News Digest: Your appointment to the top job at the fund was announced in January 2017, and you're stepping into the shoes of Ira S. Hirschfield, who led the fund for twenty-eight years. What did you do to prepare during the two-year transition period? And what was the most important thing you learned from Ira?

Cathy Cha: One of Ira's greatest contributions was the way he encouraged the fund's board, staff, and grantees to really dream about how to have more impact in the world. That dare-to-dream philosophy has allowed us and our partners to reach ambitious goals — from achieving marriage equality to making California the most immigrant-affirming state in the country.

Today, the fund remains committed to supporting people's best aspirations of what's possible for their communities. In 2018, we co-launched the California Campus Catalyst Fund with a group of undocumented student advocates and community experts. With investment from thirteen funders, we're now supporting thirty-two urban, suburban, and rural public college and university campuses across the state to significantly expand legal and other support services for undocumented students and their families at a time of incredible need. It's a great example of how philanthropy can work with community partners to catalyze and support solutions that make a real difference.

PND: Over the last two years, the fund managed an organizational transition that included the expansion of the board to include members of the next generation of the Haas family and the hiring of new staff at both the program and senior leadership levels. What was the overarching strategy behind those moves, and what kind of changes do you hope they lead to?

CC: During this transition, we were intentional about addressing a couple of key questions. How can we keep this organization relevant and responsive in a volatile and changing environment? And how can we set ourselves up to write a bold new chapter in the Haas, Jr. Fund's work? We want to be positioned for bigger impact to meet today's and tomorrow's challenges. We're building a leadership and staff team that represents and affirms the fund's enduring values. Our new board members are committed to building on their grandparents' legacy, and they bring new and valuable perspectives to the fund's work. We have staff members who have lived the immigrant experience, people who are LGBT, and individuals who are the first in their families to go to college. Whether I'm working with our board or the staff, I see a team with deep connections to the communities and the issues we care about, a profound belief in civil rights values and leveling the playing field, and an abiding commitment to excellence and progress. That gives me real hope and confidence for the future.

PND: In January you said you would "be launching a process in the weeks ahead to explore how the fund and our partners can strengthen our impact." What can you tell us about that process?

CC: These are extremely trying times for our country. Many communities we care about are feeling threatened and vulnerable. Given the challenges of this moment, as well as the opportunities that come with the changes we've experienced at the fund, it's an opportune time for us to think creatively about how we can have more impact.

Like any other foundation, we are always evaluating how we can do a better job. But in the coming months, we want to take some time to think in new ways about how to make sure we're doing everything we can to make a positive difference and up our game. That's going to mean reflecting on some of the lessons from our recent work, weighing where we've made mistakes and why, and understanding how we can maximize the huge potential of our staff and our nonprofit, government, and business partners to make the world a better, fairer place.

Continue reading »

Weekend Link Roundup (January 19-20, 2019)

January 20, 2019

Shutdown+Architect+of+the+Capitol+US+Customs+and+Border+ProtectionA weekly roundup of noteworthy items from and about the social sector. For more links to great content, follow us on Twitter at @pndblog....

Civil Society

According to a poll funded by the Knight Foundation, there "remain some aspects of American life where political partisanship does not yet dominate" — and philanthropy is one of them. Martin Morse Wooster reports for Philanthropy Daily.

Climate Change

"Despite its stature as a major funder of climate-change solutions, [the] MacArthur [Foundation] continues to finance the fossil-fuel industry," writes Nonprofit Chronicles blogger Marc Gunther, and "does so deliberately...by seeking out opportunities to invest in oil and gas...."

Communications/Marketing

On her Getting Attention! blog, Nancy Schwartz shares four steps you can take in 2019 to develop a more effective marketing plan.

Fundraising

Pamela Grow shares ten things your nonprofit can do to make 2019 its most successful fundraising year ever.

Andrea Kihlstedt, president of Capital Campaign Masters and co-creator of the Capital Campaign Toolkit, explains why capital campaigns can be a boon to major gift programs.

Inequality

The racial wealth gap is worse than it was thirty-five years ago. Fast Company's Eillie Anzilotti has the details.

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Building the Power of Immigrants and Youth of Color

January 02, 2019

BP+LCF+Siren+Rally059852Services, Immigrant Rights & Education Network (SIREN) - Bay Area has spent the last several years building the political power of immigrant and youth voters with the aim of shifting the political landscape in the region and across the state. In 2018, we doubled down on our commitment to building this political muscle by registering more than fifteen thousand new immigrant and youth voters, contacting a hundred and sixty thousand already-registered voters, and mobilizing more than two hundred volunteers. In the 2018 midterm elections, our efforts helped generate one of the highest turnouts in state history for a midterm and resulted in the passage of critical local and state ballot measures, as well as the defeat of House members opposed to immigrant rights. 

One of SIREN's youth leaders, Miguel, participated in phone banking and door-to-door canvassing of Spanish-speaking voters. Although Miguel and his family cannot vote because of their immigration status, the day after the election he told us: "The community was my voice at the polls yesterday. Immigrants and youth came out and demonstrated our power in Northern California and the Central Valley. Through our voting power, we are passing policies in our state and region that are impacting our families, and we will carry our momentum into 2019 to fight for immigrant rights and protections for immigrant youth."

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What's New at Foundation Center Update (November and December)

December 18, 2018

FC_logoDoes anyone feel like the end of the year is the busiest time of all? Not only is everyone swamped, but with so much happening in the world and in philanthropy, there's hardly any time to prioritize reflection, learning, and empathy. Here at Foundation Center, we're scrambling to finish this year's projects while also planning some exciting things for 2019.

This is a long update, but I guarantee there's something useful in it for everyone!

Projects Launched

  • In partnership with the Early Childhood Funders’ Collaborative and Heising-Simons Foundation, we launched Funding for Early Childhood Care and Education, an interactive mapping tool that provides a valuable starting place for funders and practitioners interested in supporting the learning and development of young children across the country.
  • In partnership with the Center for Disaster Philanthropy, we launched the fifth edition of Measuring the State of Disaster Philanthropy, as well as a revamped website with an updated dashboard. The new report includes a five-year (2012-2016) trends analysis, adding to the information available on disaster giving and enabling philanthropists, government agencies, and NGOs to better coordinate their efforts and make better decisions about support for effective disaster response and assistance. You can view all these resources at: disasterphilanthropy.foundationcenter.org.
  • We launched the Barr Foundation Knowledge Center, which features key learnings and work from the Barr Foundation and their partners aimed at maximizing impact in their issue areas and the field more generally. Powered by our IssueLab service, the collection includes publications and resources that are free to browse and download.
  • In partnership with Hispanics in Philanthropy and Seattle International Foundation, we released a new report, U.S. Foundation Funding for Latin America, 2014–2015. This two-year analysis updates seven years of collaborative research with a multiyear analysis designed to help civil society leaders identify long-term trends in the region and better target their resources. With additional analysis on Central America, the report was highlighted at the 2018 Central America Donors Forum in El Salvador.
  • We added a new feature on YouthGiving.org, Causes: Youth In Action! The new pages provide an in-depth look at how youth funders are approaching critical issues in the world today. And while there are lots of causes around which youth are energized, the new feature focuses on three to start — Environment, Immigration, and Mental Health — with each page showcasing current funding data, ways youth can get involved, and stories from youth highlighting their work to effect change.
  • We released new research in partnership with the William and Flora Hewlett Foundation that maps the composition of and support for the complex ecosystem of nonprofit and philanthropic infrastructure organizations around the world.
  • We launched new dashboards on the Foundation Funding for U.S. Democracy site, a nonpartisan data visualization platform for anyone interested in understanding philanthropy's role in funding U.S. democracy. With the new dashboards, the site now provides information on more than 57,000 grants awarded by over 6,000 funders totaling $5.1 billion across four major categories: campaigns and elections, civic participation, government strengthening, and media.

Content Published

Newsworthy Connections

  • In the wake of the midterm elections, we have seen a reinvigorated debate around the role of philanthropy in a democratic society. But what are funders actually doing to support democracy in the United States? At a time of increased scrutiny of foundations, our updated dashboards on Foundation Funding for U.S. Democracy provide a measure of transparency and a partial answer to that question and complement the broader discussion about philanthropy's role in a democratic society. Learn more at democracy.foundationcenter.org.
  • Teleangé Thomas, director of Foundation Center Midwest, was tapped to moderate a televised interview with Anand Giridharadas, author of Winner Takes All: The Elite Charade of Changing the World at the City Club of Cleveland in October.

In the News

What We're Excited About

  • Shifting from presenting data to sharing insights. A great example is this blog post on PhilanTopic written by our own Anna Koob on the intersection of democracy funding and participatory grantmaking — both recent focuses of our work.
  • Our GrantCraft guide on participatory grantmaking guide has been downloaded more than 2,000 times since it was launched in October! We've also received a number of inquiries from funders interested in adopting the practice and are continuing to advance the conversation through blogs, conference sessions, and webinars.
  • If you haven't already, check out the series in PhilanTopic on current trends in philanthropy by Vice President of Research Larry McGill and our Knowledge Services colleagues Supriya Kumar and Anna Koob. The series touches on big picture trends as well as a few of our recent research projects.
  • Foundation Center has officially joined the United Philanthropy Forum, a network of more than seventy-five regional and national philanthropy-serving organizations (PSOs). We’re excited about the exciting joint opportunities that lie ahead!
  • Foundation Center's annual Network Days conference for the center's Funding Information Network partners met the expectations of 93 percent of attendees and was attended by representatives of sixty-four of our partners, including a number from outside the U.S.

Services Spotlight

  • In October, we added 178,992 new grants to Foundation Maps, of which 4,665 were awarded to 2,269 organizations outside the United States. In November, we added 218,139 grants, of which 12,716 were awarded to 5,912 organizations outside the U.S.
  • Foundation Directory Online now includes more than 13 million grants. We've also made improvements to its search functionality and added more robust usage reports.
  • New data sharing partners: Berkshire Taconic Community Foundation; Boyd and Evelyn Mullen Charitable Foundation; Patrick and Aimee Butler Family Foundation; C&A Foundation; Delta Air Lines Foundation; Fichtenbaum Charitable Foundation; New York Women's Foundation, Inc.; People's United Community Foundation, Inc.; People's United Community Foundation of Eastern Massachusetts, Inc.; Pohlad Family Foundation; and David And Claudia Reich Family Foundation. Tell your story through data so we can communicate philanthropy's contribution to making a better world — learn more about our eReporting program.
  • Thanks to a generous grant from Borealis Philanthropy, we added 97 eBooks to Foundation Center's collection, bringing the total number of eBooks available to the public to 179. Since mid-April, when the collection was first made available online, the most-viewed titles have been The Complete Book of Grant Writing: Learn to Write Grants Like a Professional and Nonprofit Management 101: A Complete and Practical Guide for Leaders and Professionals. Check out our free eBooks today!

Data Spotlight

  • Since 2001, youth have made 101 grants totaling more than $475,000 in support of issues related to immigrants and refugees. YouthGiving.org's new cause page focused on immigration aims to help youth (and the adults who support them) to be more strategic in their work by highlighting quick facts and resources from organizations that work on these issues every day.
  • In terms of disaster assistance strategies, 42 percent of dollars awarded in 2016 supported response and relief efforts; 17 percent supported reconstruction and recovery efforts, with more than half of that awarded in support of efforts related to the Flint water crisis; 8 percent supported resilience measures; and 5 percent was allocated to disaster preparedness efforts. Learn more about these strategies and trends at disasterphilanthropy.foundationcenter.org.
  • Since 2011, Foundation Center has documented 57,000+ democracy-related grants. Of those, 11.5 percent totaling some $583 million were directed in support of campaigns, elections, and voting, including support for campaign finance reform, election administration, voter education, and voting access efforts.
  • Did you know funding for nonprofit infrastructure organizations averaged $70.4 million annually between 2004 and 2015? Learn more about the ecosystem of organizations working to support nonprofits, philanthropy, and civil society at infrastructure.foundationcenter.org.
  • Thirty-eight percent of the grant dollars awarded by U.S. foundations to Latin America went directly to recipient organizations in the region, while the rest was awarded to organizations located outside the region. Learn more about funding for Latin America here.
  • Youth have awarded more than $795,000 in support of the environment, including causes such as climate change, outdoor education, and animal welfare. Explore youthgiving.org/learn/causes/environment to learn more about why young people are taking action around the environment.
  • Since January 2018, Foundation Center has hosted more than 15,000 attendees at our in-person events at our five regional offices and registered nearly 30,000 folks for our online classes and self-paced e-learning courses. Check out our ongoing events calendar at GrantSpace. And browse our self-paced e-learning courses and other on-demand courses here.
  • Through our Ask Us chat service, Foundation Center staff have assisted with or answered more than 130,000 questions from the public on topics related to finding grants, fundraising, and nonprofit management.
  • Lastly, we completed custom data searches for the University of San Diego, Geneva Global, the Center for Evaluation Innovation, and the Educational Foundation of America.

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.

Quote of the Week

  • "[L]et me assert my firm belief that the only thing we have to fear is...fear itself — nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance...."


    — Franklin D. Roosevelt, 32nd president of the United States

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