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The National Center for Family Philanthropy and Youth Philanthropy Connect, a program of the Frieda C. Fox Foundation, have joined together to bring new resources to the field of philanthropy focused on engaging the next generation of donors and family members. Igniting the Spark: Creating Effective Next Gen Boards is the first publication of its kind, offering a comprehensive overview of the growing practice among family foundations and donor advised fund holders of using next generation boards.
The issue brief outlines creative options for involving children as young as 8 in family philanthropy. It is supplemented by case studies of seven foundations using next gen boards and other approaches for engaging youth in philanthropy. Throughout both resources, the voices of next gen donors describe what works — and what doesn’t — providing family members and staff with guidance and insights new to the field.
Grantmaking at the Crossroads is a workbook designed to provide foundations with a new grantmaking methodology that works at the intersection of place, population, and issue. It offers a pathway to greater inclusion of communities that are often excluded or marginalized by foundation funding and enables foundations to maintain their focus and priorities while expanding their reach and effectiveness.
The Grand Rapids Community Foundation and the Kalamazoo Community Foundation volunteered to be laboratories for Grantmaking at the Crossroads and have been critical informants for this workbook. Each of these foundations holds an unwavering commitment to ongoing learning; this publication would not have happened without their support and engagement and the financial support of the Arcus Foundation.
Philanthropic organizations of all shapes and sizes are well positioned to support Communities for a Lifetime (CfaL). This issue brief explores four roles for philanthropy in advancing CfaL work.
Newark is one step closer to its highly anticipated Guaranteed Income Pilot Program following the release of a report by the city, the Jain Family Institute and the Economic Security Project outlining findings and recommendations that would put more cash into residents’ hands.
Mayor Ras Baraka first broached the idea of a universal basic income pilot program at a 2019 State of the City address, saying it would be a welcome experiment in Newark, where more than a third of residents live below the poverty line. Universal basic income is a government benefit that aims to reduce income inequality through direct cash infusion.
More than a year later, the report completed by the city’s special task force is positioning Newark to join a national body of research on guaranteed income. The pilot program would focus specifically on residents struggling with housing insecurity, according to the city.
“What we really want to do is add to the national body of research and put Newark on a national stage,” said Kevin Callaghan, Newark’s philanthropic liaison. “This is Mayor Baraka entering a conversation and saying this is something that we support, and the top recommendation of the report is that there should be a federal guaranteed income policy.”
With the support of JFI and ESP, two internationally recognized research groups, Newark will begin to cast a line to national foundations and donors to fund the pilot. The report estimates anywhere between $4.5 million to $12 million based on three studies, but Callghan put the sweet spot around $5 million for meaningful results.
Estimates say that a Newark family would need $63,000 a year to meet its basic needs, according to United Way of Greater Newark.
To influence systematic change in employment practices for individuals with disabilities, Kessler Foundation provided a $100,000 initial investment grant for the May launch of "Employing Abilities at Work Certificate" by SHRM Foundation, the 501c (3) philanthropic arm of the Society for Human Resource Management (SHRM).
Developed in partnership with the St. Augustine, FL-based consulting firm Global Disability Inclusion, the free certificate program aims to educate human resource (HR) professionals, people managers, and business leaders about the benefits of providing a more equitable, diverse workplace for individuals with disabilities. The program will prepare human resource professionals to confidently attract, hire, and retain this population successfully in the workplace.
According to CDC data, more than one in four (26 percent) of the U.S. population identifies with a disability. This community provides a large, unrealized pool of candidates consisting of considerable skills and strengths.
"People with disabilities have the talent and ability to fill the many employment opportunities in today's job marketplace," said Elaine E. Katz, MS, CCC-SLP, Senior Vice President, of Grantmaking and Communications, Kessler Foundation. "The new SHRM Foundation certificate program provides a roadmap for HR professionals to enable authentic disability inclusion, which allows all employees to feel welcome, included, and respected," she says, adding, "more importantly, this certificate is free, enabling SHRM members and others to effect change and growth in companies looking to diversify their workforce."
CNJG’s Finance and Investment Affinity Group exists to keep foundation executives informed as they manage the investment of their corpus. Growth of foundation assets and the active exchange of sound investment strategies is the focus of each program.
As stewards of your organization’s assets, you’ve likely had discussions at the Board level regarding the merits of incorporating Values-Based Investing (“VBI”) approaches into the investment program. As the industry has evolved, VBI incorporates Socially Responsible Investing, Environmental Social & Governance (“ESG”), and Impact Investing. While the opportunity and investment thesis for capturing VBI attributes are well articulated across the industry, a cautious and thoughtful approach is warranted. VBI should not be “one size fits all”; rather, a customized opportunity exists to reflect your organization’s values across the investment portfolio. Further, given the meteoric rise of VBI across the investment industry, there are a plethora of products that claim to incorporate responsible principles; however, a closer examination may raise doubts about the value-add being provided, especially on a net of fees basis. Lastly, certain VBI arenas such as ESG have unfortunately become a hot-button political issue, with both ends of the spectrum equating ESG investing with other political agendas. When considering the appropriateness of VBI for your organization, we believe it is important for the Board to have a clear understanding of the opportunities and challenges involved.
Agenda
8:30 a.m. - Breakfast
9:00 a.m. - Program begins
10:00 a.m. - Meeting concludes
Cost: $35 for CNJG Members; $70 for Non Member Grantmakers (includes full breakfast)
CNJG’s first-ever Policy Agenda that includes our approach to the policy work, and five policy priorities.
The Council of New Jersey Grantmakers’ 2023 – 2027 Strategic Plan reimagines the future for CNJG. As a result of the extensive strategy development process, the plan includes a renewed vision, mission, core values, and goals. The work is informed by previous efforts, and current issues and trends impacting philanthropy and society.
The 2023 - 2027 Strategic Plan is a roadmap for the next five years, built upon CNJG's past strategic plans and learnings. We look forward to executing this plan, the additional learnings and opportunities it will bring, and delivering on these goals to move us into the future.
A CNJG member queried our listserves with the question "Does anyone have templates that can be used and/or shared related to grant approval letters and terms and conditions related to COVID-19 grants?" CNJG compiled the answers from responding members.
As a follow-up to our Giving in Indiana study (released earlier this year), Indiana Philanthropy Alliance is pleased to share this snapshot of promising practices for advancing diversity, equity and inclusion in Indiana philanthropy. Throughout our state, foundations are incorporating the values of diversity, equity and inclusion (DEI) into their organizational cultures; engaging diverse populations as staff, board members, donors, and grantees; and working to make their communities more welcoming places. This report is an effort to capture a sampling of these endeavors.
General Operating Support or General Project Support
Affirmation: Funds with the least restrictions are the most valuable
Nonprofits maintain and strengthen their organizations when their funds are unrestricted. Data shows flexible and reliable funding increases impact when nonprofit leaders have control over how funds flow to meet the needs of their constituents and internal operations, as demonstrated during the pandemic when funders released previously restricted funding. General operating support (GOS) funding signals trust in our partners and can open more honest dialogue about meeting the mutual goals of the funder and nonprofit. Funders who make project or program grants should trust the organization and provide flexible funding within a specific program.
Activities
• Over the short term, funders aim to shift their GOS activity by 30%. (30% more grants shift from program to GOS, or from fully restricted to negotiated GOS.)
• Provide grants as unrestricted organizational general operating support. The long-term ideal is for most, if not all, grants to be 100% GOS, unless a funder is legally precluded from doing otherwise.
• For project/program grants, 100% of the grant awarded is unrestricted (negotiated GOS), applying mission-based and mutually negotiated outcomes.
• Nonprofits articulate their organizational vision, strategies and intended outcomes to funders; funders understand the models of their grantee partners and learn from them how the grantee partner's work will lead to change.
• Trust nonprofit partners to know how to best apply their funding.
• Create a shared understanding of the meaning and importance of full-cost budgeting and real-cost funding.
Short-term Outcomes
• 70% of funders are shifting some of their distribution to making general operating support grants.
• 100% of program/project grants are designated unrestricted.
Long-term Outcomes
• 100% of all grants are made without restrictions, unless limited by covenant or donor wishes in the case of community foundations.
• All nonprofits can clearly articulate their vision, strategies, outcomes, and business models to funders; and funders understand them and trust them to know how best to use their funds.
How to Begin Doing Good Better on Flexibility Learning Opportunities
• Why aren’t some funders planning to award GOS or negotiate GOS?
• Ask funders: If you participated in CNJG’s 2022 funder survey and indicated that you planned to initiate GOS, have you done so? • Why are some grants restricted?
• What would it take for funders to change?
Pre-Work
• Seek and share learning opportunities for funders, prioritizing education of foundation boards, to address the barriers to awarding GOS and understand how restricted funding undermines financial sustainability.
• For funders who already regularly provide GOS funding, educate/advocate for others to do the same.
• Learn how GOS/negotiated GOS strengthens grantee partners and the multiple ways they can use and evaluate GOS. Actively seek insights from nonprofits to reinforce the message about GOS in their funding partnerships.
• As an incremental step for funders that are not receptive to GOS, provide education about negotiated general programming support (flexible funding within a mutually agreed-upon program area, as opposed to organization-wide GOS).
• Share promising practices on evaluation of GOS and negotiated GO
More than a decade ago, the Council of New Jersey Grantmakers and Philanthropy New York spearheaded a project to develop common application and report forms to help streamline the grant application process and ease the often time-consuming grant preparation process.
This application is a four-page form, which includes directions for use, a sample cover sheet, and the common grant proposal guidelines.
The separate Common Report Form follows closely the format of the New York/New Jersey Area Common Application Form.
Information for Grantmakers:
One of the core values at the Trust-Based Philanthropy Project (with whom CNJG partnered on a trust-based grantmaking learning series in the summer of 2021 – read about Part 1, Part 2, and Part 3) encourages funders to streamline their requirements for paperwork from nonprofits. Accepting the NY/NJ Area Common Grant Report Form is one way. Another is to accept reports from nonprofits that they submitted to a different funder.
Recent articles from Vu Le at NonprofitAF.com (We need to have a serious talk about character limits on grant applications and Trust-based grantmaking: What it is and why it’s critical to our sector), Joan Garry in the Chronicle of Philanthropy (A Plea from Community Nonprofits for Investment Equity and less Bureaucracy), and the research project by the Technology Association of Grantmakers (Grant Applications Share 39% Similarity According to New Research by TAG) in the summer of 2021 have re-focused attention on the concept of a common grant application.
CNJG encourages our members to review the application and report form, and consider accepting these forms (or using these questions on your online application / report form) from your current or potential grantees.
CNJG surveyed our members in August 2021 asking if they accepted the NY/NJ Area Common Grant Application and report form. CNJG members can download that report (link forthcoming).
Information for Grantseekers:
Before sending this (or any) application to any funder, be sure to check their specific funding guidelines and application requirements. Some funders require preliminary, additional, or supplementary information. Some funders only accept their own application form. CNJG members are under no obligation to accept either the common grant application or common grant report form.
Additional notes when using the NY/NJ Area Common Grant Application Form:
- Please check with each individual funder if they accept only their own form, the NY/NJ Area Common Grant Application form, or some other form.
- Funding area guidelines still apply. Research each organization’s funding areas to be sure your proposal fits within their guidelines before submitting your application.
- Any funder that has agreed to accept the NY/NJ Area Common Grant Application may request additional information at any stage in their application process.
- Every funder has different deadlines and timetables. Refer to each organization's funding and/or reporting guidelines.
- Do not submit the NY/NJ Area Common Grant Application or report form to the Council of New Jersey Grantmakers. Submit your application directly to the organization from which you are requesting support.
- Questions should be directed to the organization from which you are requesting support.
Community foundations are beginning to deepen and shift how they work, adopting an anchor mission that seeks to fully deploy all resources to build community wealth. Moving into territory relatively uncharted for community foundations, they are taking up impact investing and economic development — some in advanced ways, others with small steps. This report offers an overview of how 30 representative community foundations — including The Seattle Foundation, the Vermont Community Foundation, and the Greater Cincinnati Foundation — are working toward adopting this new anchor mission.
This Democracy Collaborative report was written by Marjorie Kelly, Senior Fellow and Director of Special Projects and Violeta Duncan, Community Development Associate.