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An overview on the self-dealing law, including definitions, common problem areas, exceptions, penalties, and resources.
These links and materials are presented as guides to help facilitate foundations and government agencies seeking partnerships or engagements to support mutual goals.
Council on Foundations’ Public-Philanthropic Partnership Initiative
Risks and Rewards of Partnerships an article from Let's Talk Philanthropy
The Essentials for Collaboration Between Foundations and Government from the Council on Foundations
What's the right relationship between philanthropy and government? results from a GrantCraft Study
Working with Government: Guidance for Grantmakers a guide from GrantCraft
Culture Workers often face inconsistent income and undervaluation of their work. Traditional budgeting models leave many without (or lack adequate support of) fair compensation using the belief that mission-motivation and passion for the work replaces the need for competitive salaries. The Solidarity Economy is an innovative and inclusive economic framework that prioritizes social justice, environmental sustainability, and community well-being. Join us for a compelling conversation about funding practices that use a solidarity-based approach and find out what New Jersey funders are learning about local compensation trends from the ArtsPay NJ report. Together we will explore ways to advocate and take action around worker pay equity and beyond.
Panelists:
John McEwen, Executive Director – New Jersey Theatre Alliance
Erica Nagel, Deputy Director – New Jersey Theatre Alliance
Eddie Torres, President & CEO – Grantmakers in the Arts
Moderator:
Diane Felcyn, Program Officer – New Jersey State Council on the Arts
Webinar Video
Resources
Solidarity Not Charity: Arts & Culture Grantmaking in the Solidarity Economy - Grantmakers in the Arts
Solidarity Economy Resources - Grantmakers in the Arts
Grants to Worker Cooperatives & Small Businesses — The Reader - Grantmakers in the Arts
Grantmakers’ Changes in Practice 2023 — The Reader - Grantmakers in the Arts
Support for Individual Artists’ Committee - Grantmakers in the Arts
ArtsPay NJ - New Jersey Theatre Alliance
ArtsPay NJ - Information, Reports, and Dashboard
ArtsPay NJ - Interactive Dashboard
ArtsPay NJ - Full Report
ArtsPay NJ - Summary Report
Webinars
Upcoming: Wednesday, October 23
Move the Money: Nuts & Bolts: Making Grants to Cooperatively Owned Small Businesses
Previous
Move the Money: Grantmakers in the Arts & Art.Coop Solidarity Economy Discussion Series
Move the Money Series: Guaranteed Income
Move the Money: The Richness of Southern Soils: Supporting Black Farming and Food
As we move beyond the election season and look to 2025, New Jersey’s philanthropic and nonprofit sectors will continue to engage in conversations and partnerships that inspire change and support an inclusive future for all. Ensuring that we are fully prepared for the work ahead demands curiosity, an openness to ongoing learning, a commitment to listening, and building relationships with a range of partners. These are key characteristics and traits of a true leader.
To help you navigate what’s next in a new administration and new Congress, several national partners are offering post-election analysis:
- The National Council of Nonprofits is hosting Impact of the Elections on Nonprofitson Tuesday, November 12 at 4 pm.
- The Council on Foundations is hosting Looking to 2025: Making Sense of the Elections on Thursday, November 14 at 2 pm.
- United Philanthropy Forum is hosting Decision '24 Post-Election Briefing: Debrief + Sector Outlook on Wednesday, November 20 at 12:00 pm.
Leaders are committed to exploring new ideas, building connections, and finding common ground, and ways to come together. The New Jersey Center for Nonprofits’ annual conference, The Road Ahead on Wednesday, December 4 will bring together social sector leaders from across the state for just these purposes. I encourage you to register as soon as possible if you plan on attending. Space is filling up quickly.
Leaders come from all walks of life, and we’re especially fortunate in the philanthropic sector to have an abundance of talented, thoughtful, and caring leaders. After connecting with social sector leaders, and building on your leadership acumen at the Center’s conference, we’re looking forward to seeing you at the CNJG Annual Meeting & Holiday Gathering on December 11. Our theme, Inspiring Change through Leadership: Maximizing Philanthropic Impact, could not be more timely.
As a leader, you know that in these complex times, philanthropic investment and commitment matter more than ever. Each of us, and our individual organizations, bring unique and deeply informed expertise, perspectives, influence, and skills that enrich our collective effort. Together, New Jersey’s philanthropic community will continue to build a space where all voices are heard, and collaboration is valued, so we can move forward to address critical issues in meaningful ways.
Underwriting or sponsoring convenings is another strategy to engage in leadership activities. I hope you will consider supporting the annual meeting of the CNJG membership with a sponsorship or special donation. This event is the one time per year when a significant number of Council members come together in one space, often sowing the very first seeds of collaboration. Learn more about sponsorship opportunities.
A big thank you to our sponsors to date - we couldn't do this without you! Special thanks to Signature Sponsor – Prudential; Contributing Sponsors – Devils Youth Foundation, Robert Wood Johnson Foundation, and Victoria Foundation; Supporting Sponsor – Grunin Foundation, Pincus Family Foundation, and WSFS Bank; and Colleague Sponsor – Horizon Blue Cross Blue Shield of New Jersey.
Wishing us all a safe, restful, and restorative Thanksgiving later this month when the campaign of 2024 becomes a distant memory, but our resolve to champion the causes that matter most to our communities remains steadfast. That’s what leaders do.
Warmly,
Theresa Jacks, President and CEO
Council of New Jersey Grantmakers
Resources gathered from our colleagues at other philanthropy-serving organizations, state nonprofit associations, and city, state, and federal governments.
Philanthropy Serving Organizations Resources
Candid: Funding Summary for Global Philanthropic Response
Center for Disaster Philanthropy
Disaster Philanthropy Playbook
Complex Humanitarian Emergencies: Philanthropy’s Role in Recovery Webinar - Held 2/13/2020
COVID-19 Coronavirus: How Philanthropy Can Respond Webinar - Held 3/5/2020
COVID-19: Past Epidemics and Vulnerability - Lessons for Funders Webinar and Webinar Slides - Held 3/26/2020
COVID-19: Making Effective Rapid Response Grants Webinar and Webinar Slides - Held 4/14/2020
COVID-19: Managing Multiple Disasters Amid the Pandemic Webinar - Held 4/28/2020
Report: Philanthropy and COVID-19 in the First Half of 2020 - May 2021
Report: Philanthropy and COVID-19 Measuring One Year of Giving - March 2021
Report: Philanthropy and COVID-19 Examining Two Years of Giving - May 2022
Center for High Impact Philanthropy: COVID-19 Pandemic: Resources
Council on Foundations
Philanthropy’s Response to Coronavirus Outbreak Resource Page
Sharing Approaches to COVID-19 Community Response Webinar and Webinar Slides - Held 3/12/2020
Funders: Sign the Council on Foundations’ Pledge to act with urgency, loosen restrictions, reduce what you ask of non-profits, contribute, communicate, and listen.
Exponent Philanthropy:
Resources for Lean Funders
Blog: How Lean Funders Are Responding to COVID-19
Funders Together to End Homelessness:
COVID-19 Response and System Redesign: Recommendations for Philanthropy to Support Solutions to End Homelessness
Grantmakers for Effective Organizations: Smarter Grantmaking Practices During—and Beyond—COVID-19
Minnesota Council on Foundations: Coronavirus Webinar and Webinar Slides - Held 3/4/2020
National Center for Family Philanthropy
COVID-19: Response and Recovery Resources
Family Philanthropy’s Response to COVID-19 Webinar - Held 3/27/2020
National Center for Responsive Philanthropy: Local Foundation Funding for Immigrant & Refugee Groups
Philanthropy New York
COVID-19 Updates & Resources
Preparing for COVID-19: Philanthropy’s Response in Times of Crisis Webinar - Held 3/12/2020
Philanthropy Network of Greater Philadelphia: Philanthropy’s Response to the Coronavirus
United Philanthropy Forum
3/12 Letter to Congress - Include Nonprofits in Coronavirus Package
3/18 Letter to Congress - Nonprofit Community COVID-19 Stimulus Letter
State Nonprofit Association Resources
New Jersey Center for Nonprofits: Resources for Non-Profits in Response to the COVID-19 (Coronavirus) Outbreak
1st Rapid Response Survey Report
2nd Rapid Response Survey Report
Washington Nonprofits: Open Letter to Funders
Government Resources
Center for Disease Control and Prevention: Coronavirus Disease 2019 (COVID-19)
City of Newark: News & Updates
Federal Emergency Management Agency: A Guide to the Disaster Declaration Process and Federal Disaster Assistance
NJ Department of Health: Up-to-date Information about the Coronavirus (COVID-19) in New Jersey
State of New Jersey: COVID-19 Information Hub
U.S. House of Representatives: House passes HR 6201: Families First Coronavirus Response Act
World Health Organization: Coronavirus disease (COVID-19) outbreak
Additional Resources
Condon O’Meara McGinty & Donnelly, LLP: Guidance for Private Foundations
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 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.
Nonprofit Finance Fund's Annual Survey chronicles the challenges facing the nonprofit sector and calls out some of the targeted investments we can start to agree on as a society to salvage the investment we have collectively made in our social infrastructure. We believe that a coordinated intervention now will not only better prepare us for inevitable future economic crises; it can lead to a happier, healthier community for us all.

CNJG's President's Reports
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 joined delegates from the across the country for Foundations on the Hill on February 25 - 28. The event included a policy conference followed by meetings on Capitol Hill.
Joining me, the CNJG delegation included Bill Engel, President, The Union Foundation; Sharnita Johnson, Vice President of Strategy, Impact and Communications, Victoria Foundation; Melissa Litwin, Early Childhood Program Director, The Henry and Marilyn Taub Foundation; Jessica Nugent, Senior Program Officer, Burke Foundation; Jonathan Pearson, Executive Director, and Renee Woodside, Senior Program Officer, The Horizon Foundation for New Jersey; Danielle Scott, President and CEO, and Bruce Rubin, Trustee, Pincus Family Foundation; Kortney Swanson Davis, President and CEO, Forman S. Acton Educational Foundation; Catherine Wilson, President and CEO, United Way Greater Newark; Alana Vega, Program Officer, and Hellen Zamora-Bustos, Leonard Lieberman Philanthropy Fellow/Program Associate, Fund for New Jersey; Nelida Valentin, Vice President - Grants & Programs, Princeton Area Community Foundation; and Lucy Vandenberg, Executive Director, Schumann Fund for New Jersey. Bill and Lucy serve as co-chairs of the CNJG Policy Committee. For the last few years, we’ve also been joined by Linda Czipo, President and CEO, New Jersey Center for Nonprofits. Linda’s voice elevates our conversations and helps ground them in the work nonprofits do every day.
The 21st Annual Foundations on the Hill, hosted and presented by United Philanthropy Forum in partnership with Independent Sector and the Council on Foundations, is the largest annual public policy and advocacy conference dedicated solely to the philanthropic sector. In addition to meeting with legislators and government officials, FOTH attendees attended pre-conference programming, conference keynotes, expert panel sessions, and several receptions. As part of the conference programming, we learned about the All By April campaign, a nonpartisan effort encouraging philanthropy to make grants to nonprofits conducting election work by the end of April. The authors and researchers of the just released 2024 National Study on Donor-Advised Funds provided an overview of their key findings. We were introduced to the history and priorities of the Black Congressional Caucus Foundation, and their focus on developing thoughtful, creative and informed leaders. And we were reminded about the chilling impact recent Supreme Court rulings could have on the rights of donors to give in ways that align with their values.
We were pleased to meet with all 12 of our NJ Congressional and both Senate offices. We met directly with Congressmen Gottheimer and Kean, along with a quick photo meet-up with Senator Booker.
As part of our meetings, we advocated for the Charitable Act, H.R.3435/S.566 which would provide a non-itemizer deduction of up to 1/3 of the standard deduction; the Nonprofit Stakeholders Engaging and Advancing Together (SEAT) Act, H.R.3245, which would pave the way for stronger policymaking input from the charitable sector and improved data collection about nonprofits; and the Streamlining Federal Grants Act, H.R.5934/S2286, which would simplify the application and reporting requirements for federal grants. These bills strengthen the work of the philanthropic and nonprofit sectors.
In addition to advocating for legislation that supports our work, and educating Congress about the social sector, FOTH not only helps build relationships with our Congressional delegation, but also provides opportunities for CNJG members to get to know one another. Our annual CNJG FOTH dinner is a time to relax and debrief about our meetings. New this year, a few of us took the opportunity to see Washington by moonlight.
This year we were thrilled to welcome several CNJG members new to the FOTH experience!
We’re also thrilled to welcome a new CNJG team member, Shakirat Odunsi, Manager of Communications! With over 20 years of experience in the marketing and communications field, Shakirat will lead and manage our communications strategy, marketing efforts for CNJG events, services and offerings, and our website and social media channels. Shakirat can be reached at [email protected].
It was quite an eventful 3+ days. Thank you to the CNJG FOTH delegation for sharing your time and expertise. I’m proud that we were part of over 300 voices attending FOTH from across the country, sharing philanthropy’s positive impact, advocating for the nonprofit sector, and supporting legislation that strengthens our work.
Another important platform to strengthen and inform both the philanthropic and nonprofit sector in NJ is on June 18. The Spring Colloquium - Empowering the Future: Harnessing AI and Data for Philanthropic Social Impact, will explore how AI can enhance problem-solving without losing human connections, how it affects equity, and how philanthropy has engaged with AI for funding initiatives. Save the date – registration will be available soon!
Sincerely,
Theresa Jacks, President and CEO
Council of New Jersey Grantmakers
A new year always feels like a fresh start—a chance to reflect on where we’ve been and chart a course for where we’re headed. As we step into 2025, I want to take a moment to thank you for the incredible work you do every day to strengthen New Jersey’s communities. Your dedication and passion are what make our state—and our sector—thrive.
This January not only brings in a new presidential administration but also the 119th United States Congress. These transitions remind us of the vital role we play as advocates for the philanthropic and nonprofit sectors, and civil society overall. Decisions made in Washington over the coming months and years will directly impact philanthropy’s ability to foster equity, champion the vital role nonprofits play in our communities, create opportunities, and address systemic challenges.
Foundations on the Hill (FOTH) is just around the corner and will take place in Washington, D.C. from February 23 - 26. Presented and hosted by United Philanthropy Forum and the Council on Foundations, in partnership with Independent Sector, FOTH brings foundation leaders to Washington for meetings with Congress about key issues of importance to foundations and philanthropy. These meetings also strengthen relationships between funders and our elected representatives. CNJG will join colleague PSOs and foundations from across the country to present a strong, collective voice on Capitol Hill. If you are interested in attending or would like to learn more, please contact me.
As we look ahead to 2025, building strong relationships with legislators through efforts like FOTH, advancing our policy agenda, and continuing our ongoing advocacy work will be critical. The CNJG programs below provide key opportunities for nonprofits and philanthropy to come together, strengthen our collective voice, and focus on shaping impactful public policy.
Save the Dates: 2025 Programs on Public Policy and Advocacy
Policy World Wednesdays
Starting January 8, 2025, and recurring every second Wednesday of the month
12:30 PM – 1:30 PM (Monthly via Zoom)
FREE monthly sessions diving into key policy issues, advocacy opportunities, and the latest developments affecting nonprofits and philanthropy.
Registration is recommended but not required.
2025 Conference for the Social Sector
June 18, 2025
Focus: Civic Engagement
Join nonprofit and philanthropic leaders to explore strategies to strengthen civic engagement. Registration will open in early spring.
2025 Summer Joint Policy Forum
August 5, 2025
A dynamic convening of nonprofit and philanthropic leaders to address emerging policy issues, voter engagement, and collective advocacy for the sector. Registration will open in late spring.
Save these dates on your calendar and stay tuned for more details—we hope to see you there!
It’s important that philanthropy engages in and supports advocacy. Philanthropy continues to be a cornerstone of civil society, where vision and resources come together to address some of the most pressing challenges of our time. From racial equity and climate resilience to education and public health, CNJG remains committed to supporting our members in creating lasting and meaningful change.
It was wonderful seeing so many members at the 2024 Annual Meeting & Holiday Gathering on December 11. 2024 was truly an extraordinary year. I’ve no doubt 2025 will be extraordinary as well. Thank you for all you do, and here’s to a productive and impactful year ahead.
Warmly,
Theresa Jacks, President and CEO
Council of New Jersey Grantmakers
We are pleased to share links to organizations and other resources that assist nonprofit with development, volunteer recruitment, and other key aspects of their work.
New Jersey Center for Nonprofits
The New Jersey Center for Nonprofits is the only umbrella organization for all New Jersey 501(c)(3)s. Since 1982, the Center has provided advocacy, resources, training and information to strengthen non-profits and help them thrive. The Center offers an active list of funding opportunities for NJ-based nonprofits. CNJG is partnering with the New Jersey Center for Nonprofits by sending any and all funding opportunities from our members and other funders to add to this page. Our goal is to make this page one of the first places New Jersey non-profits visit to find funding opportunities.
NJ Division of Consumer Affairs: Charities Registration Section
The CR & I Section administers and enforces the provisions of the Charitable Registration & Investigation Act (CRI Act) which regulates the fund raising activities of most charitable organizations and all professional fund raisers, fund raising counsels, commercial co-ventures and solicitors conducting business within the State of New Jersey.
Foundation Directory Online
The Foundation Center, now Candid.org, has launched Foundation Directory Online, a website you can use to search the basic profiles and IRS Forms 990-PF of nearly 90,000 grantmakers, giving them access to contact information, fields of interest, financial data, and program priorities. Registration is required. They offer a free version that gives basic information, or one can subscribe for a fee to access more detailed information.
Those seeking funds can also access a paid version of the Foundation Directory Online through Candid’s Funding Information Network access locations. There are several in New Jersey and in neighboring states.
Also from the Foundation Center, Foundation Funding for U.S. Democracy, a new nonpartisan resource that provides data about foundations and their democracy-related grantmaking in a structured, contextualized, and visual format. The project documents foundation support across several key areas: campaign and election processes, governing institutions and processes, information and media, and public engagement and voting.
Pro Bono Partnership
Pro Bono Partnership provides business and transactional legal services to nonprofit organizations serving the disadvantaged or enhancing the quality of life in neighborhoods in New York, New Jersey, and Connecticut.
Association of Fundraising Professionals, New Jersey Chapter
The Association of Fundraising Professionals fosters the professional development of fundraising professionals and promotes ethical standards in the fundraising profession. The New Jersey Chapter is an individual member association that advances philanthropy through education, training, and advocacy across the state, basing its programs and services on research, experience and the highest code of ethical principles and standards of professional practice.
Association of Fundraising Professionals, Southern Jersey Chapter
The Association of Fundraising Professionals NJ, Southern Chapter serves Atlantic, Burlington, Camden, Cape May, Cumberland, Gloucester, Ocean and Salem counties in the southern-most region of the state.
Grant Professionals Association
The Grant Professionals Association helps grant professionals seek to continually improve their professional knowledge and skills in grant research, proposal development, and post-award grant management. They provide a consultant directory to find assistance with preparing grant applications and proposals.
NJ Chapter of Grants Professional Association
The statewide chapter of the Grants Professional Association..
Resources
The Philanthropic Infrastructure landscape
The Council on Foundations put together this list of philanthropy-supporting organizations (PSOs) that engage philanthropy, share resources, increase trust in philanthropy, and improve our local communities.
Exploring the Social Sector Infrastructure
The Urban Institute created this microsite that details the infrastructure organizations that support the social sector.
Common Grant Application and Report Form
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.
The Common Grant 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 is accepted by many funders and helps to streamline the grant-app/report process. Please check with funders to see if they accept this documentation before sending.
If you know of other resources that you feel would be valuable to feature in this area, contact Theresa Jacks.
I’m absolutely thrilled about the upcoming 2025 CNJG Conference for the Social Sector on June 18. Planning for the event has given us ample opportunity to consider and explore the many different ways that people participate in civic engagement.
It’s also broadened our definition. One definition comes from our colleagues at Philanthropy for Active Civic Engagement:
Civic engagement is the process of helping people be active participants in building and strengthening their communities, whether defined as a place or a shared identity or interest. It’s a spectrum of ways people can participate in self-governance, from interactions with government to voluntary associations, and everything in between.
This past Memorial Day, my husband and I visited our fathers’ gravesites at Doyle Veterans Memorial Cemetery. Both of our dads served in the Air Force. We grew up with a sense of civic engagement. I share this because — EVERYONE — has, or is currently, partaking in civic engagement. If you were a girl scout — civic engagement. If you’ve ever written a letter to a government official — civic engagement. If you’ve volunteered for a community cleanup — civic engagement. If you collect data as part of a citizen scientist project — civic engagement. If you serve on your local school or a nonprofit board — civic engagement. If you voted — civic engagement.
Civic engagement is undeniably crucial for a healthy democracy. By participating in civic activities, individuals contribute to a more vibrant and equitable society.
Democracy in action IS civic engagement. We’re partnering with our friends at the
New Jersey Council for the Humanities to collect conference attendees’ thoughts on our democracy and reflect on their role in civic society. During the opening session, we’ll have a prompt card at each table asking attendees to answer a question related to civic engagement. This will add our voices — New Jersey’s philanthropic and nonprofit sector leaders – to our national story and underscore that the actions we take in our own communities absolutely matter.
We have an exciting and packed conference agenda, vibrant and brimming with examples and stories of civic engagement! The opening Spark! Civic Pulse session will hear from six dynamic New Jersey social sector leaders who will share their definition of civic engagement through the lens of their organizations’ missions and work. The morning sessions will foster inspiration and conversation about civic engagement, while the afternoon sessions will focus on mobilization and action. Keynote speaker Dale Anglin, Press Forward, will tackle the vital role that local news plays in fueling strong communities.
I’m immensely proud of the range of topics our spring conferences have elevated over the years. The 2019 New Jersey Conference for the Social Sector: Census 2020 – Defining the Next 10 Years was a clear and explicit call to support a full and accurate census. During COVID, our 2021 Virtual Conference dove into the future of work. The information and insights shared during the event still resonate today. The 2023 Conference challenged us to understand and embed Doing Good Better in our philanthropic discussions and grantmaking protocols. Lifting up these topics feels like civic engagement to me.
CNJG has added our support to several sign-on letters - another act of civic engagement. I hope you will consider adding your foundation’s name to the National Letter to Protect and Strengthen Nonprofit Organizations in the Tax Package. As you know, the One Big Beautiful Bill Act was passed by the House and is now in the hands of the Senate. While it does include a time-limited universal charitable deduction for non-itemizers, the bill also includes several provisions that will adversely affect the philanthropic and nonprofit sector, among them:
- Tiered Tax Increase on Private Foundation Investment Income: The proposal to impose substantially higher excise tax rates on the net investment income of private foundations based on their asset size remains in the bill. This could still significantly reduce funds available for grantmaking and charitable programs.
- 1% Floor for Corporate Charitable Contributions: The bill retains the 1% floor, meaning corporations could only deduct charitable contributions exceeding 1% of their taxable income. This could lead to a decrease in corporate philanthropy.
The letter urges lawmakers not to use the nonprofit sector “as a revenue source to pay for other unrelated policies.” Thank you to our national partners, United Philanthropy Forum, the Council on Foundations, the National Council of Nonprofits, and Independent Sector for coordinating the sign-on letter and continuing to advocate on behalf of the sector. The deadline to sign the letter is Friday, June 6, at 9 a.m.
And finally, in case you missed it, the Community Foundation of New Jersey has created a rapid-response fund; the NJ Strong: Emergency Fund aims to provide a safety net for nonprofits, help them weather this funding crisis, and minimize service disruptions in our communities. Other funds include the New Jersey Sustainability and Resiliency Fund and EQUIP NJ’s fund.
I look forward to seeing you at the 2025 CNJG Conference for the Social Sector: Stronger Together — Philanthropy and Civic Engagement on June 18! The opportunities for civic engagement are boundless. Whether your organization’s mission clearly states a commitment to civic engagement or works behind the scenes to move forward strong communities, I hope you will leave the gathering inspired and energized!
And in the spirit of participation — early voting has already started. I encourage you to make your voice heard!
Best,
Theresa Jacks, President and CEO
Council of New Jersey Grantmakers
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.
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 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.
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, April 16, 2024, 9:00 am – 4:00 pm - Session 2: This session will feature a site visit to highlight a specific 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.
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
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 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.
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.
Tuesday, April 16, 2024, 9:00 am – 4:00 pm - Session 2: This session will feature a site visit to highlight a specific 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.
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
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