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As we settle into the festive spirit of the holiday season, it's the perfect time to take a step back and reflect on the impact we've made - and the exciting possibilities ahead. I'm reaching out once again to remind you about the CNJG Annual Meeting & Holiday Gathering - our key year-end event where we gather to reflect, learn, and most importantly, strengthen the connections that make our work in philanthropy so impactful.

This year's theme, Inspiring Change through Leadership: Maximizing Philanthropic Impact, is about how we can use leadership to drive meaningful and lasting change. I'm excited to share that this year's gathering will offer an inspiring mix of learning, reflection, and connection - an opportunity to think about where we've been and where we want to go next. 

Here's what to look forward to: 

• Leadership in Action Workshop: We'll be diving into the New Jersey Principles for Philanthropy with a panel of CNJG members who have led the efforts for CNJG to adopt the principles. The panelists will discuss how they are aligning their work with the principles, where some challenges lie ahead, and how we can promote these principles within our organizations to engage in further work. It will be an excellent opportunity to learn, discuss, and brainstorm how you, too, can apply these guiding principles to your own work and further strengthen your organization's impact.
• Keynote Address by Amalia Brindis Delgado: I'm especially excited about our keynote speaker, Amalia Brindis Delgado, Chief Strategy Officer, Panta Rhea Foundation. Amalia will speak on leadership and leadership transitions as well as share insights from her work with Leading Forward and Resilience & Renewal Grantmaking. Her talk will offer valuable lessons on navigating change and building organizational resilience - something that's more important than ever as we look towards the future of philanthropy. 

A Special Announcement:
I'm also pleased to share that we have a new face joining the CNJG team.  Please join me in welcoming Fortunata Cuomo as our new Development Associate. Fortunata brings a wealth of experience in nonprofit fundraising, and we're excited for you to meet her at the Annual Meeting. Her role will focus on improving and expanding our sponsorship and Resource Marketplace programs, managing all aspects of our grant funding, and spearheading efforts to build new revenue streams. This position is a critical investment in CNJG to help us expand our business model and create new opportunities to generate revenue. 

With just a few days to go, I encourage you to take a moment to register for the Annual Meeting (if you haven't already) and join us for what promises to be an inspiring, energizing day of conversation and connection. We are truly looking forward to seeing you on December 11 at APA Hotel Woodbridge in Iselin. 

A big thank you to our sponsors to date - we couldn't do this without you! Special thanks to Signature Sponsor – Prudential; Contributing Sponsors – Campbell’s, Devils Youth Foundation, Robert Wood Johnson Foundation, and Victoria Foundation; Supporting Sponsors – Grunin Foundation, LISC NJ, Pincus Family Foundation, and WSFS Bank; and Colleague Sponsor – Horizon Blue Cross Blue Shield of New Jersey.
 
Warmly,

Theresa Jacks, President and CEO
Council of New Jersey Grantmakers

Through CNJG's partnership with the United Philanthropy Forum, Council on Foundations, and other colleague organizations, CNJG is pleased to extend these discounts to our members on a variety of products and services.

Alliance Magazine

CNJG members are eligible to receive a 20% discount on new print and digital subscriptions to this magazine for philanthropy and social investment worldwide providing news and analysis of what’s happening in the sector.

Amalgamated Bank

Amalgamated Bank provides high quality service and expert financial support to CNJG and its philanthropy members. As America’s socially responsible bank, Amalgamated offers banking and investment products specifically designed for foundations to help align your money with your mission. CNJG members can access free or discounted banking, along with a preferred private banker.

Community Foundation Services

This includes a national listserv for CEOs of community foundations, two in-person boot camp trainings a year, and a $400 discount on the On-Line Community Foundation Express Training.

D&O Insurance

CNJG-endorsed insurance program by Affinity Nonprofits and The Hartford offers D&O, Fiduciary Liability and other coverage to members at a discounted rate. Coverage is available in all states.

Family Philanthropy Online Knowledge Center & Webinars

Access cutting edge resources in family philanthropy through discounted subscriptions to NCFP’s online knowledge center and monthly webinars.

The Foundation Review

Get a 20% subscription discount for your organization on a quarterly peer-reviewed journal of philanthropy, written by and for foundation staff and boards and those who work with them.

Foundation Legal Help Desk

The Help Desk is designed to provide foundations with access to answers to legal questions related to the operations of a foundation.

Inside Philanthropy

Get a discount of 25% off the subscription price for new subscriptions for CNJG members. Every day, Inside Philanthropy editors and journalists seek to bring more transparency and accountability to philanthropy at a time that it's having a growing impact on America and the world through their reporting.

Stanford Social Innovation Review

For a discounted price CNJG members can subscribe to Stanford Social Innovation Review (SSIR), whose mission is to advance, educate, and inspire the field of social innovation by seeking out, cultivating, and disseminating the best in research- and practice-based knowledge.

ValuesAdvisor

ValuesAdvisor is a nonprofit that offers a searchable database of values-oriented investment advisors, who have been suggested by other trusted affinity groups. The platform offers a simple and dynamic interface that allows investors to filter advisor information on data points such as minimum account size, amount of values-aligned AUM, impact themes, service offerings, asset classes, diversity, and other key information. Note: the platform does not collect user data and is committed to preserving the anonymity of the asset owners who use the platform.

For more information on any member benefits, please contact Craig Weinrich.

We’re looking forward to seeing you at the CNJG’s 2025 Conference for the Social Sector — Stronger Together: Philanthropy & Civic Engagement on June 18! If you haven’t registered yet, please take a moment and register today for this important event. I also encourage you to invite your trustees, nonprofit partners, and colleagues to register.

Our spring Signature Convening brings together New Jersey’s philanthropic and nonprofit leaders for a day of shared learning, exchange, and community building. We’re deeply proud of the topics we’ve showcased over the years, and this year is no exception. We tackled the 2020 Census in 2019, and why it counts for the people of our state and the well-being of our communities. We uplifted the future of work and the role of philanthropy in 2021, with visionary conversations about equitable labor practices and new ways of working. The 2023 conference widely introduced Doing Good Better — a systems change initiative in partnership with the New Jersey Center for Nonprofits to reimagine how philanthropy and nonprofit partners work together.

We’ll open the day with our Spark: Civic Pulse session featuring a range of dynamic New Jersey leaders driving civic engagement across our state. The morning breakout sessions will accentuate the future of civic engagement: innovation, inclusion, and collective action; while the afternoon sessions are aimed at mobilization with civic tools, voices, and pathways to change. Our keynote speaker, Dale Anglin, Director of Press Forward, will explore and reinforce how civic engagement and democracy starts at the local level, and builds thriving, informed, and engaged communities. 

This year, we’re absolutely thrilled to highlight the important issue of civic engagement and what it looks like in practice throughout our communities and across multiple disciplines. We stand in extraordinary times, and these discussions are more crucial than ever. CNJG is well positioned to elevate and amplify these conversations for, and on behalf of, New Jersey’s social sector.

I hope you’re intrigued and excited by the topic as well, and I invite you to join us as a sponsor for this very special convening of sector leaders. We have four categories of sponsorship available:

• Champion Sponsor - $8,000 – 2 available
• Collaborator Sponsor - $6,000 – 3 Available
• Connector Sponsor - $5,000 - 3 Available
• Colleague Sponsor - $3,000 – 2 available

Click here for the full sponsorship package. 

Please feel free to reach out to me or my colleague, Development Associate Fortunata Cuomo via e-mail if you have questions or want to learn more about how you can support this exceptional gathering. We can also customize a sponsorship package for you, and if you’re not able to sponsor, we hope you can underwrite the event with a contribution.

Thank you to our sponsors to date: PSEG, Sixers Youth Foundation, Robert Wood Johnson Foundation, Kearny Bank, the Stone Foundation for New Jersey, PKF O’Connor Davies, and The Palace at Somerset Park. Thank you also to NJM Insurance Group for a donation in support of the event.

Your support makes all the difference.

Warmly, 

Theresa Jacks, President and CEO
Council of New Jersey Grantmakers

Retributing Power by Simplifying and Streamlining Processes
Sisters of St. Joseph Health & Wellness Foundation

When Beth Collins joined the Sisters of St. Joseph Health and Wellness Foundation as the new Executive Director, she knew that the foundation could be doing more to support its nonprofit ecosystem. With a background in direct service, Beth remembered when she was on the other side of the funding relationship – sometimes spending hours writing lengthy application materials or digging up data to meet reporting requirements, all while juggling her never-ending to-do list. By aligning the values of Trust-Based Philanthropy to the virtues and mission of the Sisters of St. Joseph, she has catalyzed a shift toward redistributing power in its community partnerships.

This power shift began when Beth started a conversation about values with the foundation board. By approaching the board with curiosity and bringing the voice of the community into the conversation, she set the tone for trust, openness, and an ongoing dialogue. The Foundation is now working toward fully embodying its values in its practices. The Sisters of St. Joseph have expanded their general operating support portfolio, shifted the bulk of the application process from applicants to the Foundation, replaced written reports with honest conversations, and created more opportunities for the public to provide feedback and engage in candid dialogue with the board. Focusing on only the essential information for applications and reporting has enabled staff to redirect their time and energy to develop wholehearted relationships with community partners. By starting with the why, Beth is leading the Foundation toward a clear vision for the how: “Trust Based Philanthropy is about humility – at Sisters of St. Joseph, we recognize that we are just one piece of the puzzle – and we are encouraging others to think outside of themselves.”

Offering Support Beyond the Check
Liberty Hill Foundation

A community-funded foundation since day 1, Trust Based Philanthropy is at the core of the Liberty Hill Foundation. Centered on social justice campaigns, research, and policy initiatives designed to drive systemic change, Liberty Hill Foundation refers to itself as a "Laboratory for Social Change Philanthropy”. When Julio Marcial stepped into the role of Senior Vice President of Programs, he looked beyond the funding and considered the myriad of ways the foundation can support community partners beyond the check by connecting them to other funders and donors. As a member of several pooled funds in Los Angeles, Liberty Hill Foundation proactively seeks opportunities that will benefit their community partners. The Foundation has introduced many funders in their circle to Trust Based Philanthropy principles – this has sparked several conversations at other foundations serving Los Angeles county, several of which have since shifted their practices. Beyond private and public foundations, Marcial advocates for a push to Trust Based Philanthropy in California state funding agencies.

The Liberty Hill Foundation embraces itself as a fundraiser for its nonprofit partners and its responsibility for the Los Angeles community. The Foundation raises the funds and opens doors for nonprofits and then “steps out of the way,” says Julio. According to Julio, partnerships are the key to maximizing trust and impact in the community: “We can't do this without our partners, peers, and donors. We need to call each other out – and to call each other in.”

Leading with Trust, Transparency, and Responsiveness
Headwaters Foundation

Headwaters Foundation is a health-conversion foundation working side by side with the community to achieve better outcomes towards a healthy and thriving Western Montana. Brenda Solorzano, CEO of Headwaters, has been at the helm of the foundation since its inception in 2017. With over 20 years of experience in traditional philanthropy, Brenda began asking big questions about standard philanthropic practices. Brenda is especially focused on tapping into the collective knowledge and experience of the community to create impactful systems. Early on in her tenure as CEO, Brenda shared her vision for Trust Based Philanthropy with the foundation’s board and they have supported her as she’s stewarded the foundation through its strategic planning process.

Community input and feedback was important to Brenda. With the board’s support, she took this a step further by engaging the community as co-creators and decision-makers. To accomplish this, Brenda invited 600 nonprofit representatives across the state to the table to share their thoughts. Brenda asked each person 2 questions: “If you were in my seat, what do you think the foundation should prioritize?” and “What’s the biggest challenge in your work?” By creating a space for open dialogue, Brenda took the pulse of the real challenges in Western Montana communities.

Soon after her introduction to Western Montana’s nonprofit sector, Brenda called on the community again to help design the foundation’s strategic focus. She hosted a series of public community meetings in each of Montana’s 15 counties. Headwaters facilitated a design-thinking process for members to discuss their challenges and co-create solutions. Two key strategies emerged: upstream systems and social change determinants prioritizing children and Indigenous populations.

Brenda engaged the community as decision-makers as Headwaters explored partner organizations for the foundation’s child thriving portfolio. The community nominated and voted on non-profit partners in a live meeting. This was a new approach and even some staff were nervous about the outcome. Headwaters proudly reports that a few years later, many of the organizations selected have grown to become blossoming collaborations. Grounded in Trust-Based principles since its inception, Headwaters is an exemplar of what it means to Do Good Better. Brenda says, “Trust Based Philanthropy is about starting from a place of trust.”

Co-Creating Goals by Soliciting and Acting on Feedback
T. Rowe Price Foundation

When John Brothers joined T. Rowe Price Foundation as President in 2015, the Foundation’s home in Baltimore was in the midst of social unrest following the tragic murder of Freddie Gray, a 25-year old Black man arrested over his legal possession of a knife and sustained injuries while being transported by the Baltimore Police. The T. Rowe Price Foundation recognized that it was a critical time to pause and listen to the Baltimore community. Within months of joining the Foundation, John Brothers and the Foundation team began an ongoing dialogue within Baltimore – in homes, places of worship, and community spaces. By leaning into the expertise and experience of community partners, John developed the T. Rowe Price’s Theory of Philanthropy, which mirrors principles to those similar to Trust-Based Philanthropy.

T. Rowe Price’s Theory of Philanthropy centers long-term impact by strategic investments in areas identified in partnership by those who live and work within the Baltimore community. The Foundation and community partners co-define a vision for success and community partners are trusted with the agency to make decisions in pursuit of shared goals. T. Rowe Price’s Theory of Philanthropy is considered a distinct model among other large corporate foundations. When asked how John managed to gain board consensus on this novel approach, he characterized the Theory of Philanthropy with a business metaphor: “People don’t buy stocks for an iPhone – they invest in Apple.” The Foundation focuses on supporting nonprofit organizations in a holistic way. By listening to the community early on, John shifted the Foundation’s approach from funding a variety of important, yet disconnected, programs to a co-creating strategic investment of capital and other support on more focused efforts that will have a lasting impact. To learn more please visit troweprice.com/foundation.

Doing Good Better, a partnership of the Council of New Jersey Grantmakers and the New Jersey Center for Nonprofits, is a community of funders and nonprofits taking action against the power imbalances and racial inequities in philanthropy, nonprofits, and government.

Theresa Jacks, President and CEO

 Contact Theresa E. Jacks / (609) 414-7110 x805

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As President and CEO, and previously Deputy Director and Manager of Advancement & Special Initiatives at the Council of New Jersey Grantmakers, Theresa has been instrumental in strengthening CNJG's leadership work, leading policy and advocacy efforts, building relationships with partners, developing and increasing funding to support operations and special projects, providing learning opportunities, and enhancing capacity and management processes. She has a deep knowledge of best practices in grantmaking.

Prior to joining the Council, Theresa served as Executive Director of the Whitesbog Preservation Trust, a nonprofit organization dedicated to restoring a 19th century historic village. Leading the operations of both the Trust and the ongoing restoration of the historic village included working closely with the Board of Trustees, effectively guiding board and committee initiatives, developing and coordinating educational and recreational programs, fundraising, member relations, ensuring long-term strategic and day-to-day management and administration of the organization, and building partnerships with the community.

Prior to launching a career in the nonprofit sector, Theresa worked in New Jersey state government for nearly twenty years in varying levels of management and leadership.

Theresa graduated from Central Michigan University with a Master of Science in Administration, and Rowan University with a Bachelor of Arts in Psychology. She graduated summa cum laude from both.

Kevin Callaghan, Newark Philanthropic Liaison

 Contact Kevin Callaghan / (609) 414-7110 x804

The Office of the Newark Philanthropic Liaison is an innovative collaboration between the Council of New Jersey Grantmakers and the City of Newark. Kevin began serving as the Newark Philanthropic Liaison on September 1, 2016.

In the role of Newark Philanthropic Liaison, a cabinet-level position, Kevin works directly with the Mayor and his senior cabinet to leverage private and government assets to support the Administration’s agenda in areas such as public safety, summer youth employment, workforce development, economic development, health and wellness, education and literacy, arts and culture, and neighborhood and place-based initiatives. The Office of the Newark Philanthropic Liaison also convenes and connects Newark and regional funding partners, Newark community-based organizations, and other key stakeholders by providing thought leadership, facilitating content and affinity groups, and raising awareness about critical issues facing the city.

Immediately prior to serving as the Newark Philanthropic Liaison, Callaghan was a Project Lead on the City’s Summer Youth Employment Program where he worked to implement system and program enhancements to one of the Mayor’s signature programs. Before this short-term appointment, he served for nearly five years as the Program Officer at the Foundation for Newark’s Future (FNF), the local arm of national philanthropic funding donated to the City of Newark to improve education opportunities for youth. Prior to joining the Foundation for Newark’s Future, Kevin worked for the federal government as a Special Assistant at the Overseas Private Investment Corporation in Washington D.C. and was a classroom teacher of middle school Social Studies in Philadelphia.

Callaghan holds a Bachelor’s Degree in Political Science and History from St. Peter’s University in Jersey City and a Master’s Degree in Urban Education from the University of Pennsylvania. Born and raised in New Jersey, Kevin is a proud resident of Newark.

Fortunata Cuomo, Development Associate

 Contact Fortunata Cuomo / (609) 414-7110 x807

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Fortunata Cuomo joined the Council of New Jersey Grantmakers in November 2024. A dedicated professional with a strong background in development, fundraising, and advocacy. Her education and previous work experiences have empowered her and allowed her to realize her passion for philanthropy.

She graduated from Fairleigh Dickinson University in Teaneck, New Jersey, in 2020, where she majored in History and minored in Global and Cultural Studies. During her time at university, she gained practical experience through internships at international organizations such as UNICEF USA and the United Nations Office for Partnerships. These early experiences helped shape her passion for justice and equality.

After completing her degree, Fortunata transitioned into the nonprofit sector, where she has been deeply involved in initiatives focused on empowerment, justice, and advocacy. She has worked with various organizations that aim to create positive change, providing strategic support and operational expertise to projects that empower communities.

Currently, Fortunata serves as the Development Associate at the Council of New Jersey Grantmakers, where she plays a pivotal role in supporting the organization’s partnership-building efforts and fundraising initiatives. She collaborates with stakeholders and partners to actualize common objectives and goals. 

Outside of her professional life, Fortunata is an avid reader, traveler, and writer. Her love of learning extends beyond the workplace, as she seeks to broaden her perspective through literature and exploring new cultures.

Shakirat Odunsi, Manager of Communications

 Contact Shakirat Odunsi / (609) 414-7110 x806

Shakirat Odunsi joined the Council of New Jersey Grantmakers in February 2024 as the Manager of Communications. With over 20 years of B2B and B2C marketing experience, Shakirat will lead all aspects of the organization's digital communications strategy. She will promote the CNJG brand, its events, programs, and campaigns through innovative digital platforms and interactive communications. Shakirat will oversee CNJG's online presence, manage its website and social media channels, and lead the marketing efforts for CNJG's diverse services and offerings.

Shakirat has a wealth of experience in the marketing and communications field, having worked on successful client-based projects in the past. She has collaborated with major brands, further enriching her marketing and strategic planning expertise. Shakirat's exposure to diverse industries and high-profile collaborations has honed her ability to navigate complex marketing landscapes and foster partnerships that drive success. She is excited to use her extensive background in marketing and communications to make a meaningful impact in the philanthropic sector. Shakirat has a track record of creative campaign execution and team leadership. She is deeply committed to volunteerism and is eager to apply her skills to promoting social good and community development.

Shakirat holds a Bachelor of Science degree from Rutgers, The State University of New Jersey.

Dana Schwartz, Office Manager

 Contact Dana Schwartz / (609) 414-7110 x801

Dana Schwartz joined the Council of New Jersey Grantmakers in 2022. As office manager, her role is assisting the CEO with day-to-day operations, and attending to the needs of the CNJG Team, members, nonprofit partners, and others. She will also assist with program coordination and logistics, including for Signature events.

A lifelong reader and writer, Dana always knew she’d be an English major, and for several years after graduating college worked in the book publishing industry in Manhattan. Not long after receiving her Master’s in Creative Writing from Fairleigh Dickinson University, Dana spent the next decade at home raising her two children, and reading to them as often as they’d allow.

Since moving to New Hope, Pennsylvania in 2014, she has worked in education both as a volunteer and professional. First as a Girl Scout leader, and more recently as an instructional assistant in a multiple disabilities classroom. She is currently fulfilling her second term as School Board Director for her local district, New Hope-Solebury. She is excited to be working in the nonprofit sector in New Jersey, the state where she was born and raised.

Chanika Svetvilas, Manager of Programs and Learning

 Contact Chanika Svetvilas / (609) 414-7110 x803

Chanika Svetvilas    ( [Chu-nē-kgha Swet-vē-las]  (she/her/hers) joined the Council of New Jersey Grantmakers in 2023. As Manager of Programs and Learning, she organizes and manages programming for membership including signature events, affinity group gatherings, and educational programs that provide professional skill-building, issue-based knowledge development, as well as opportunities for networking.

Prior to CNJG, Chanika worked in the nonprofit sector as a program coordinator for community based organizations as well as larger institutions and in higher education. She served as the Conference Manager for the International Sculpture Center, Program Coordinator for for the Charles B. Wang Center at Stony Brook University, and Grants Assistant for the Arts for the Doris Duke Charitable Foundation. Additionally, she has served as a grant panelist for several art councils including the New York State Council on the Arts. She was the co-founder of ThaiLinks, a collective dedicated to issues affecting Thai communities and co-founder of the Thai Takes film festival, its signature program presented in New York City.

Chanika is a practicing artist and curator. She holds a BS in Studio Art from Skidmore College, and an MFA in Interdisciplinary Arts from Goddard College. Chanika currently resides in Princeton Junction, NJ.

Craig Weinrich, Senior Director, Member Experience

 Contact Craig Weinrich / (609) 414-7110 x802

Craig Weinrich joined the Council of New Jersey Grantmakers in 2014, as the Director of Member Services. Promoted to Senior Director, Member Experience in 2025, Craig oversees the recruitment and engagement with members, including communications and programs. During his tenure, Craig has also been CNJG’s Salesforce administrator, curated communications, developed and ran programs, researched, redesigned, and wrote the Philanthropy Benefits and Salary Survey, and maintained our website with our webmaster.

Craig discovered the nonprofit sector through an intense desire to avoid working in the dining hall at Dickinson College by interning with the Eaken Piano Trio, where he learned about the world of arts administration. From there, he served as Development Directors for the Delaware Symphony (promoted from Development Assistant) and Springfield (MA) Symphony Orchestras, where he could even be found clad in the costume of their newly-created penguin mascot! Craig then moved to Nonprofit New York, a membership association of nonprofits in the New York City area, serving as their Membership, Outreach and IT Director for nine years. While there, he earned a nonprofit management certificate from Baruch College through the United Way Nonprofit Leadership Institute. Prior to joining CNJG, Craig served as the Membership Director for Maryland Nonprofits. At each organization, Craig has served as the “accidental techie.”

Craig is happy to be back in New Jersey for the third time. He grew up in Madison, lived in Bloomfield while working in NYC, and now resides in Hamilton. He served twice on church council at Living Waters Lutheran Church in Ringoes; graduated from Lead NJ in 2015 (go Green!); and in July 2018, married Kacy O’Brien. In 2022, he was appointed to serve on the Governor’s Council on Volunteerism and Community Service. In his spare time, he enjoys reading, playing board games, and hiking with Kacy and their dog, Clyde.

ADJUNCT STAFF

Mary Trimbach, Webmaster

 Contact Mary Trimbach

Mary Trimbach joined CNJG as their Webmaster & Communications consultant in 2012, bringing 35 years of experience in the technology field to the position. In addition to managing the website and proving support to their communications work, Mary serves as liaison for CNJG to the Forum’s Knowledge Management Group.

Prior to joining CNJG, Mary worked in multiple sectors including non-profit, business and education providing her with a broad base of organizational knowledge. Her experience in the technology field ranges from programming, p.c. repair and support, and network management to her real love of system implementation and user training. In her career she has led in the start-up and support of several state and nationwide technology groups.

Mary holds a Bachelor’s degree in Information Technology from Aquinas College. A Michigan native, Mary and her husband recently had the opportunity to spend 2 years living their dream and taking telecommuting to a new level, working from their motorhome as they traveled the United States. Now settled back down in Michigan to be near their daughters, sons-in-law and three grandsons, they continue their travels as often as they can sneak away!

The Trust-Based Philanthropy Project is pleased to announce a six-part webinar series addressing common questions, clarifying misconceptions, and exploring ways to overcome obstacles in implementing trust-based philanthropy. CNJG is pleased to share this opportunity with our members.

Series Description: Trust-based philanthropy is a philosophy and approach rooted in values of relationship-building, mutual learning, and systemic equity – with a vision of advancing a healthier and more impactful nonprofit sector. While this approach is generally associated with six core grantmaking practices such as multi-year unrestricted funding and streamlined paperwork, the day-to-day work of trust-based philanthropy is very nuanced and dynamic. In fact, funders who have embraced this approach are finding that it requires ongoing self-reflection and rigor with regards to how they think about – and evolve – many of the deeply embedded practices and assumptions of traditional philanthropy.

Given these nuances, it is not surprising that there are many questions and occasional misperceptions about what it actually means to embody trust-based philanthropy in practice. In this 6-part webinar series, the Trust-Based Philanthropy Project will explore some of the most commonly asked questions and the underlying misperceptions that may be roadblocks to understanding and operationalizing trust-based philanthropy.

Each session in the series will focus on a frequently asked question from the field, and will feature perspectives from foundation leaders and others who have grappled with similar or related questions. At the end of each session, participants will walk away with: 1) a deeper and more nuanced understanding of the underlying cultural philosophy of trust-based philanthropy; 2) tips for how to think about and approach these nuances in their own work; and 3) talking points for how to answer these FAQs when they come up from colleagues or peers.

Each session will also provide dedicated space for small-group peer dialogue (among CNJG members) about ways to implement these practices into your grantmaking.

Who should attend: Anyone in a grantmaking role that is curious about understanding the nuances of trust-based philanthropy and how it applies to your work. This series will be ideal for those who have some baseline familiarity with trust-based philanthropy and have questions about how it manifests in practice.

Please note: this webinar series is separate from CNJG’s 2023 Conference for the Social Sector, which features an in-person luncheon keynote by the Trust-Based Philanthropy Project. CNJG’s conference is open to both funders and nonprofits, so the keynote will differ from this series. Because CNJG’s Doing Good Better initiative leans on the principles of Trust-Based Philanthropy, we encourage our members to register for these sessions - as time allows - for funders to learn about different approaches to changing systems in New Jersey.

Demystifying Trust-Based Philanthropy Series Sessions
Session #1: Does Trust-Based Mean Unconditional Trust?
Session #2: Does Unrestricted Funding Automatically Make a Funder Trust-Based?
Session #3: How Do We Approach Risk and Due Diligence in Trust-Based Philanthropy?
Session #4: What Does Grantee Accountability Look Like in Trust-Based Funding?
Session #5: How Do You Measure Impact in Trust-Based Philanthropy?
Session #6: What Does Racial Equity Have To Do With Trust-Based Philanthropy?

Resources
Recording: Session #1: Does Trust-Based Mean Unconditional Trust?
Transcript: Session #1: Does Trust-Based Mean Unconditional Trust?
Presentation: Session #1: Does Trust-Based Mean Unconditional Trust?
The 6 Practices of Trust-Based Philanthropy
Trust-Based Philanthropy in 4D Overview
Trust-Based Philanthropy Story Map
Legal Considerations for Trust-Based Philanthropy

ADOPTED: 10/20/2023

APPROACH
CNJG takes an active role in championing the vital role New Jersey’s nonprofit sector plays in the state. We advocate for public policies that support a strong and fair economy, the economic and social well-being of New Jersey’s residents, a healthy environment, and civically engaged and educated communities. In keeping with our vision, we seek to advance equity and inclusive public policies. We promote participatory philanthropy, which seeks to include a diversity of voices in public policy development and implementation and ensure that those most affected are included in the public policymaking process. We advance trust-based philanthropy, which seeks to foster equitable relationships within the nonprofit and philanthropic sectors by redistributing power — systemically, organizationally, and interpersonally — in service of a healthier and more equitable nonprofit sector. We focus our public policy efforts on issues that affect or impact the nonprofit and/or philanthropic sectors, that potentially have long-term, systemic impact, and where the involvement of CNJG could positively shape the outcome of an issue. We encourage policymakers to engage with us and think of us as a resource as we advocate for strong policies to strengthen New Jersey’s nonprofit sector and recognize the sector for the valuable and essential role that it plays.

POLICY PRIORITIES

ADVANCE RACIAL EQUITY AND JUSTICE. Philanthropy has a critical role to play in dismantling structural racism by advancing equitable public policy. We seek to analyze and support public policies that further racial equity, eliminate persistent racial disparities, and promote equitable outcomes across issue areas including health and well-being, education, economy, housing, and the environment.

A WELL-RESOURCED NONPROFIT SECTOR. A resilient and well-resourced New Jersey nonprofit sector is essential to a healthy and equitable New Jersey and a resilient economy that works for all. Too often, the nonprofit sector is under-resourced and under-valued for the critical role that it plays. We support policies that eliminate barriers to effective nonprofit operations, enable long-term fiscal planning, and encourage all New Jersey residents to support and engage with the nonprofit sector. Examples of policies we support include:

• state contracts that adequately compensate staff.
• multi-year investments in the nonprofit sector.
• government policies that support nonprofit innovation.
• reductions of “red tape.”
• increased government transparency.
• incentives for New Jersey residents to engage in charitable giving.

A COLLABORATIVE ENVIRONMENT TO SUPPORT INNOVATION. We seek to foster collaboration and enhanced coordination among the nonprofit sector, philanthropy, and government at all levels. We support public policy initiatives and innovative efforts that further this aim.

SUPPORTING NONPROFITS’ ADVOCACY ROLE. We work to protect the vital ability of the nonprofit sector to advocate and engage in public policy, recognizing that the nonprofit sector plays an essential role in strengthening New Jersey’s economy, improving the lives of New Jersey residents, and advancing equity.

INVESTING IN PREVENTION, RESPONDING TO CRISIS AND SUPPORTING LONG-TERM RECOVERY. The philanthropic sector is often called upon to respond in times of crisis. We support public policies that make necessary investments to prevent such crises, including health, climate and natural disasters.

We also advocate for policies and investments to adequately respond to such crises and invest in long-term recovery, with a focus on prioritizing the needs of those communities that are most at-risk and hardest hit.

A HEALTHY DEMOCRACY & ENGAGED COMMUNITIES/CIVIC ENGAGEMENT. We support public policies that foster a healthy democracy, an engaged and educated populace, and the right of New Jersey residents to freely exercise their right to vote. We seek to advance efforts that remove barriers to civic engagement and voting.

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ABOUT THE COUNCIL OF NEW JERSEY GRANTMAKERS

VISION
The Council of New Jersey Grantmakers envisions a healthy, thriving, and civically engaged New Jersey where people of all places, racial and ethnic identities, socio-economic backgrounds, abilities, and identity expressions are valued for their gifts and talents, and we all can reach our full potential and participate generously in the common good.

MISSION
The Council of New Jersey Grantmakers supports and elevates New Jersey’s philanthropic community through shared learning, collaborative and trusting relationships, network building, and leadership.

CORE VALUES
CNJG values shared power and leadership to advance our mission and vision. We look for opportunities for individual members, member institutions, and allied organizations across the social sector to engage in a common cause of supporting and elevating New Jersey's philanthropic community.

From expanding access to programs to exploring the inequitable origins of wealth, CNJG values equity as an organizing principle and lens for looking at our structure, business model, programs, and communications.

CNJG values trusting cross-sector relationships grounded in inclusion that seek out diverse voices, contributions, and participation from across the social sector. We are a network that works to form new alliances and broad coalitions to advance our mission and vision.

CNJG values learning and dialogue across our community as we explore, engage, and identify new ways of organizing ourselves and redefining philanthropy in broader ways.

Impact Investing Bootcamp: Fundamentals for Driving Sustainable Philanthropy in New Jersey is a 3-part series introducing CNJG members to impact investing. The series will take place from March to May 2024.

The Council on Foundation defines impact investing as “any investment activity that intends to generate positive social and financial returns. Whether called impact investing, mission investing, social investing, social-impact investing, mission-related investing, program-related investing, or sustainable and responsible investing, the practice focuses on activating new financial resources to solve social and environmental problems.”

Impact investing as a tool can generate positive, measurable social and environmental impact alongside financial returns. By attending this series you will:

• Learn the fundamentals of how to create a more sustainable model of philanthropy through impact investing tools.
• Hear from experienced practitioners.
• Learn how to successfully integrate grantmaking and investment resources.
• Participate in interactive discussions with local peers.
• Hear examples of investments made in New Jersey and nationally.
• Attend a site visit to see impact investing in action.
• Receive a copy of the book “Impact Investing: The Practical Guide” by John Duong.

Session 2: This session will feature a site visit to Hinchliffe Stadium to highlight the project and explore local case studies of NJ foundations implementing impact investment strategies. Grantmakers will have the opportunity to tour the project site, hear from nonprofit partners and participants, ask questions, and learn directly from those involved.

COST: Free for CNJG Members
Registrants must attend all three sessions of the series.
Space Limited. No more than two people per organization can register.

Additional Session Information:
Tuesday, March 12, 2024, 9:00 am – 4:30 pm - Session 1: In this full day workshop John Duong, founder and CEO of Kind Capital, will lead a dynamic and intensely focused full day of learning, knowledge-building, and exchange. The curriculum will include baseline information, the fundamentals of impact investment, methods and models, and opportunities for peer to peer and small group discussion and dialogue. A light breakfast and lunch is included.

Thursday, May 16, Time TBD - Session 3: This virtual session will focus on setting the groundwork for New Jersey philanthropy to explore additional shared learning and co-investment opportunities. The discussion will be led by John Duong, Kind Capital.

Speaker:
Mr. Duong has been an investment banker at JP Morgan Chase, was founding Managing Director of Lumina Impact Ventures with Luminia, and was Program and Portfolio Officer with the W. K. Kellogg Foundation. John holds an executive MBA with a concentration in management and entrepreneurship from the Kellogg School of Management.

This CNJG program is sponsored by: Robert Wood Johnson Foundation and Victoria Foundation and presented by Kind Capital.

Resources
The Impact Principles website
Planet Tracker website - Reports for climate focused investors
Catalyzing Finance for Racial Equity
RPA Impact Investing Handbook
Impact Investing: A Primer for Family Foundaitons
What Can Foundations Do to Foster Community Investment?
The Role of Impact Capital in Advancing Racial Equity
Impact Capital for Racial Equity: Investing with Intention and Measuring Impact
Emerging Sources of Community Investment Capital and Strategies to Direct it at Scale
Mapping the Journey to Impact Investing
Roadmap for the Future of Impact Investing: Reshaping Financial Markets
Community Foundation Field Guide to Impact Investing
Essentials of Impact Investing
Endowments & Investing
Place-Based Impact Investing: Three Briefs for Practitioners

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Theresa Jacks, President and CEO
Council of New Jersey Grantmakers