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From the Commonfund, these white papers on investment policy statements, spending policy, board governance and risk tolerance, together with their most recent studies of investments at private and community foundations, operating charities and nonprofit healthcare organizations are made available though CNJG's Investment Forum for Foundations and Endowments.
Foundation leaders have a unique opportunity to serve as powerful champions of their missions. Partnering with your grantees can amplify your impact. The following guide is designed to help you start having an honest conversation in the boardroom; a conversation about your foundation’s goals, approach, and, most importantly, vision for the future.
What comes after “strategic...?” If you said, “planning,” you’re not alone. And for many leaders of community foundations, especially small ones who don’t have the time or money for a big process, anxiety is the feeling that follows. If that’s the case, this guide is for you.
It invites you to test-drive some activities to bring your current program, operations and community leadership strategies into focus before you decide whether to create a plan or not. It helps you discover ongoing strategic practices and decide whether to keep them or not. If you already have done a strategic plan, and it is languishing on a shelf, this guide will help you refresh it.
PART A: Good Strategy Takes Practice (Not Just Planning)
PART B: Do Your Discovery
PART C: Jumpstart Your Strategy Narrative
PART D: Bring It Together
Looking To What’s Next
A sample document detailing the core values of the Betty and Davis Fitzgerald Foundation including restrictions on participation on nonprofit/grantee boards.
An overview on the self-dealing law, including definitions, common problem areas, exceptions, penalties, and resources.
This advocacy and civic engagement toolkit is designed for community and public foundations that want to educate and encourage their grantees about getting involved in civic and policy activities to increase organizational capacity and impact. While its primary focus is on the grantmaking activity of these foundations, the toolkit also addresses rules and guidance for policy involvement by foundation officials acting on behalf of their foundations.
CNJG's Storify content from their Signature Events.
Capacity building enables nonprofit leaders and organizations to develop the skills and resources they need to improve their work. Since each situation is unique and circumstances are always changing, effective capacity-building support is tailored to best suit the needs of grantees. This publication offers practical guidance and considerations to help grantmakers design an impactful approach.
This advocacy and civic engagement toolkit is designed for private foundations that want to educate and encourage their grantees about getting involved in civic and policy activities to increase organizational capacity and impact. While its primary focus is on the grantmaking activity of foundations, the toolkit also addresses rules and guidance for policy involvement by foundation officials acting on behalf of their foundations.
CNJG COVID-19 Liability Waiver for in-person events.
Amalgamated Bank is America’s socially responsible bank that specializes in supporting social change organizations, companies, and people working to make the world more just and sustainable. Nearly 100 years ago, immigrant women union members founded Amalgamated to provide banking service to their own community and to send money back to their mother countries. Since our founding, Amalgamated has been explicitly committed to environmental justice, economic inclusion, and the rights of working people. Today, Amalgamated is a full service financial institution supporting clients in 50 states across their banking, investment, and donor advised fund needs. At Amalgamated, we believe that you do not need to sacrifice services and rates to have a partner aligned with your values.
Banking and Investing With Your Values
Amalgamated Bank and its clients believe that where you bank matters. When you deposit your money at Amalgamated Bank, you know that it is being used in ways that align with your values and not invested in strategies that would further degrade our planet. Amalgamated believe that banks can be a force for good to curb climate change, advocate for gun safety, fight hate, and stand up for racial justice.
Here are some of the ways you can use your organization’s assets to build a more just and sustainable planet.
Bank with Your Values: Everyone’s bank deposits are lent out and invested in strategies that fuel our future economy. Simply, where you bank matters, because banks use your deposits to invest in other people’s ideas. It’s time to make sure that those ideas align with your values. At Amalgamated, we only invest in mission aligned companies and strategies that further a more just and sustainable planet. We lend hundreds of millions of dollars a year to clean energy, affordable housing, , sustainable agriculture, businesses owned by women, immigrants, and people of color, and more.
Invest with Your Values: Amalgamated believes that endowment and reserve account dollars should be used to achieve both a social and financial return. Our investment team specializes in risk adjusted options that screen out extractive industries and channel those resources to mission aligned strategies.
Give with Your Values: Amalgamated’s donor advised fund and pooled fund strategies help you move money to the causes you care about. Donors are able to move grants with ease using our innovative technology and financial acumen. Institutional funders are able to rely on our expert back office to manage their pooled and collaborative funds.
How Amalgamated Helps PSOs and Foundations
Amalgamated Bank is collaborating with United Philanthropy Forum and its members (including CNJG and its members) to offer preferred banking services. Every banking relationship is different, but Amalgamated and the Forum are committed to reducing costs, increasing returns, and improving financial operations. Specifically, CNJG members can expect:
- Discounted banking, depending on the organization’s specific needs
- Preferred private banker who understands the specific needs of PSOs and foundations and mission aligned investing strategies
- Full fee and rate analysis before you move to understand the financial gains of switching to Amalgamated Bank
- Consultation on credit needs including working capital, corporate credit cards, and more
- Bespoke portfolio development for ESG investment products
Learn More
To learn more about partnering with Amalgamated Bank, please visit their website or contact Caitlin Duffy, First Vice President of Philanthropy Banking, at [email protected] or (202) 721-0775.
The City of Newark and Newark Philanthropic Liaison are working closely with several consortia of nonprofits to address some of the City’s most critical challenges. Grantmakers with an interest in Newark are connecting with these groups to better understand issues, interact with organizational leaders, and find ways to leverage philanthropy across a range of needs.
The coalitions often have ambitious agendas that focus on reviewing and changing policy on local, statewide and national levels. They offer a platform to share information and create strong cases for increased investment from both public and private sources. Below is an overview of just three of these groups. Through their convenings, they provide a powerful opportunity for Newark-related nonprofits and grantmakers to mobilize to improve the fortunes of the State’s largest City.
Opportunity Reconnect
Mayor Cory Booker has made public safety the leading priority of his administration. Success will come only through lowered recidivism, better management, and increased job opportunities and support for persons returning from prison. The Opportunity Reconnect (OR) consortia meets weekly at Essex County College, the site of OR’s comprehensive one-stop center that offers ex-prisoners an array of services from dozens of organizations and agencies.
OR’s strength lies in its ability to create partnerships and memorandums of understanding among for-profit government contractors, community-based groups and government agencies. The shared protocols are having a profound effect on the City’s ability to provide efficient and effective services for thousands of returning inmates each month. The agreements are enabling the City to respond to RFPs from both private and federal sources to strengthen the capacity of OR and its effect on public safety. The City welcomes participation of grantmakers to further leverage the strength of these proposals and maximize OR’s continued growth.
Interagency Collaboration for Addiction Treatment
This informal collaborative of nonprofits, faith-based groups, government agencies, and funding partners meets regularly at Integrity House, a long-term residential and outpatient treatment program. Integrity House is the lead agency for the United Way’s Bridge to Recovery, a consortium effort of over 200 agencies dedicated to helping those with addiction problems.
Among ICAT’s goals is the creation of a central Newark facility to handle all intake, referral and screening of individuals in need of detox. The group is also seeking to link and combine databases among agencies for better support of clients, who often include the homeless and ex-prisoners. A number of legislative barriers prevent some persons from receiving aid to cover costs of addiction treatment. These persons often end up in hospital emergency rooms or under the jurisdiction of law enforcement. ICAT is looking at ways to advocate for policy changes that would provide the additional preventive-care funding to remedy these situations.
Green Future Summit Working Groups
Mayor Booker has called for the City to become a leader in urban sustainability by implementing economic and environmental strategies that will make Newark a safer, wealthier, and healthier place for its children and families. Under the auspices of Apollo Alliance, a national organization, a team of allies is developing an agenda and recruiting participants for the “Green Future Summit” in Newark on September 11-12. Pre-summit planning sessions have involved a coalition of businesses, government leaders, environmental groups, community-based organizations and grantmakers.
The coalition has divided into working groups focused on three areas: green buildings, green space, and green economic development/jobs. The working groups are now drafting roadmaps and defining concrete, measurable goals and strategies for each issue area (e.g. "retrofit 100 homes"). They are also securing commitments from stakeholders on how they will work to meet these goals.
The groups communicate through listservs and periodic check-in calls as they shape the Summit agenda, recruit speakers, and build the relationships necessary to carry their work forward to develop a roadmap for the City. Members of the CNJG are playing an active role in the Summit and additional partners are welcome.
CNJG members can gather a wealth of information by tapping into the resources of Newark’s collaborative groups. Additional consortia have been formed to address the foreclosure crisis, homelessness, newly-formed Family Success Centers, and other areas.
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.
