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Strategic asset allocation is arguably one of the most important, yet least advanced, aspects of investing. The Investment Strategy Group (ISG) in the Goldman Sachs Investment Management Division has developed a new approach to strategic asset allocation, which leverages the idea that long-term investment returns derive from multiple distinct sources called “return-generating factors.” This multi-factor approach is designed to help investors better understand the key sources of long-term return across asset classes and to increase the precision of long-term risk and return estimates. It also provides investors with a new way to think about portfolio diversification, allowing them to focus not only on diversification across asset classes but also
on diversification across the underlying sources of return.
Join your peers to learn more about the Disability & Philanthropy Forum and the Disability Inclusion Pledge in a session facilitated by Sarah Napoli, Learning Services Director for the Forum. Current signatories will share their progress as pledge signatories and how the Disability & Philanthropy Forum can support your journey to implement accessibility in your work. This is a great opportunity to come with questions if you are interested in becoming a pledge signatory or are a current pledge member. This will also offer some informal learning on disability fundamentals and allow space for Q&A.
This session is a part of our Grantmaker Toolkit Series in collaboration with The Council of New Jersey Grantmakers, New York Funders Alliance, Florida Philanthropic Network, Wisconsin Philanthropy Network, Maryland Philanthropy Network, Philanthropy West Virginia, Grantmakers of Western Pennsylvania, Philanthropy Network of Greater Philadelphia, and the North Carolina Network of Grantmakers.
The Disability & Philanthropy Forum mobilizes philanthropy to dismantle ableism by increasing funding for disability inclusion, rights, and justice; amplifying the leadership of disabled people in the philanthropic sector; and educating philanthropy to build a culture of inclusion.
Speaker: Sarah Napoli is the learning services director at the Disability and Philanthropy Forum. From 2019-2023, she acted as the lead disability inclusion project officer within the people and culture Diversity, Inclusion, and Equity team at Open Society Foundations (OSF), where she developed and facilitated disability inclusion learning and embedded proactive disability inclusive practices throughout the global network. In addition to OSF, she has over 20 years of experience teaching and conducting training on social justice and advocacy in higher education and nonprofits, most recently as the director for the inaugural Center for Inclusion at Manhattanville College and as the assistant head of Goodricke College at the University of York, England. She specializes in facilitating engaging workshops and designing curriculum that challenge and encourage participants to foster a culture of inclusion.
She holds two MA degrees, one in social justice in intercultural relations from the SIT graduate institute and one in applied human rights from the University of York. She identifies as a proud disabled person and enjoys chatting about Geek culture—all things fantasy and sci/fi and her former life as a hip hop researcher and dancer. Her research on how hip hop creates human rights identities was recently published in the University of Michigan press text, For the Culture: Hip Hop and the Fight for Social Justice.
She has conducted workshops and training all over the USA and in the world, including Japan, Guatemala, throughout Europe, South Africa, and Canada. Click here to read Sarah’s story, “The Disabled Mindset: Embracing My Disability Identity.”
Cost: Free for CNJG Members; $50 for Non Member Grantmakers
Multi-year Grants
Affirmation: Multi-year funds provided both reliability and breathing room for nonprofits.
Making fundamental and long-lasting change comes with the promise of reliable investments. Longer grant terms create an environment where collaborative partnerships can flourish, and trust and transparency break down power dynamics. The result is that nonprofits have the “breathing room” and financial stability to focus activities where they are most needed.
Although many funders award grants to the same nonprofits year after year, they often require submission of annual applications that request information they already have and are complex and needlessly lengthy. These processes can heighten mutual distrust. From a practical standpoint, multi-year awards reduce paperwork for both funder and nonprofit and open communication channels promoting shared goals, mutual trust, and increased overall impact.
Activities
• For funders that historically award repeat annual grants to the same nonprofit partners, shift from an annual grant/proposal cycle to a long-term, multi-year commitment with an annual outcomes/progress report in lieu of a full application.
• Tailor grant terms to suit grantee timelines and needs (negotiated outcomes and milestones).
• If data collection is required solely to meet a funder’s compliance requirements, the funder should assume this responsibility or provide sufficient funding and/or capacity for the nonprofit to meet the requirement.
Short-term Outcomes
• The number of funders making multi-year grants increases by 50% over the previous years.
Long-term Outcomes
• More funders convert an annual application process for repeat grantee partners to a multi-year commitment with an annual outcomes report at the most, instead of full proposals each year.
• Funders assume responsibility for data collection or provide sufficient funding and/or capacity for the nonprofit to meet the requirement.
• Grant terms are suited to grantee timelines and needs (negotiated outcomes and milestones).
How to Begin Doing Good Better on Reliability
Learning opportunities
• What barriers keep funders from making long-term commitments to repeat grantee partners? Are any of these barriers legal?
• What are the minimum data requirements for funders to collect from repeat grantee partners?
Pre-Work
• Address the barriers to awarding multi-year grants through tested tools.
• Learn about how multi-year grants strengthen grantee partners and improve philanthropic, nonprofit, and community impact.
• Research mechanisms funders can use to meet legal compliance requirements while gaining trust in their grantee partners.
Foundations are systems. They have their own cultures and related assumptions, norms, standards, and practices. All of these personal, social, and structural factors affect our ability to learn.
This tool is to help foundations take stock of their learning needs and opportunities with a dispassionate (evaluative) look at themselves as systems and how people work within them.
The tool is based on the work of systems theorist Donella Meadows. Her work resonates because it recognizes both systemic constraints and possible leverage points for addressing them. Meadows identifies a series of leverage points for changing a system, ordered from least to most powerful. We adapted her work to show how each lever can reinforce learning in an organization or system.
Use the tool to examine the list of 12 leverage points, ordered in terms of their power for shifting a system to support learning, from weakest (1) to strongest (12). Higher leverage points produce stronger, broader, more durable change.
According to Meadows, we often are disappointed in the results of systems change efforts because we tend to tweak the least powerful levers in the system — such as skill building or the flow of resources or information. We find this can be true with learning in philanthropy, where many foundations support learning with tools and training alone.
Which leverage points are you currently using to support learning in philanthropy? Where else can you push to make that support stronger?
We are pleased to share Strengthening Philanthropy in Newark - Report to the Field 2015 from the Office of the Newark Philanthropic Liaison. First established in 2007, the Liaison office represents one of the nation’s first formal partnerships between a city and the philanthropic community. The initiative began as a partnership between the Council of New Jersey Grantmakers in collaboration with then Mayor Cory A. Booker. We are proud this unique partnership continues with Mayor Ras Baraka and his new administration.
This report provides a brief summary of some of the substantial activities and impact the Office of the Newark Philanthropic Liaison facilitated throughout 2015. The strategy of collective impact is thriving throughout Newark thanks in large part to the work of the Liaison, and the funding community’s support of and robust engagement with the Office of the Mayor and anchor institutions across the city continue to reap positive outcomes. The Office of the Newark Philanthropic Liaison is supported by: Bank of America, The Foundation for Newark’s Future, Geraldine R. Dodge Foundation, The MCJ Amelior Foundation, The Nicholson Foundation, Panasonic Corporation of North America, The Prudential Foundation, Schumann Foundation for New Jersey, Turrell Fund, Victoria Foundation, and PSEG Foundation providing in-kind support and meeting space.
Newark is one step closer to its highly anticipated Guaranteed Income Pilot Program following the release of a report by the city, the Jain Family Institute and the Economic Security Project outlining findings and recommendations that would put more cash into residents’ hands.
Mayor Ras Baraka first broached the idea of a universal basic income pilot program at a 2019 State of the City address, saying it would be a welcome experiment in Newark, where more than a third of residents live below the poverty line. Universal basic income is a government benefit that aims to reduce income inequality through direct cash infusion.
More than a year later, the report completed by the city’s special task force is positioning Newark to join a national body of research on guaranteed income. The pilot program would focus specifically on residents struggling with housing insecurity, according to the city.
“What we really want to do is add to the national body of research and put Newark on a national stage,” said Kevin Callaghan, Newark’s philanthropic liaison. “This is Mayor Baraka entering a conversation and saying this is something that we support, and the top recommendation of the report is that there should be a federal guaranteed income policy.”
With the support of JFI and ESP, two internationally recognized research groups, Newark will begin to cast a line to national foundations and donors to fund the pilot. The report estimates anywhere between $4.5 million to $12 million based on three studies, but Callghan put the sweet spot around $5 million for meaningful results.
Estimates say that a Newark family would need $63,000 a year to meet its basic needs, according to United Way of Greater Newark.
More than 20 years ago, the Garden State’s philanthropic community began meeting informally to discuss issues of importance to grantmakers. In the late 1980s, fueled by the observation that philanthropy is more effective when grantmakers have a forum to communicate, exchange information, and take part in continuing education, CNJG was born.
By 1998, CNJG was an independent 501(c)(3) organization with a full-time executive director and approximately 80 members. In the years since, membership has grown to include more than 130 foundations, corporate giving programs, government and other public grantmaking organizations. Informal gatherings of likeminded individuals and organizations have been replaced by robust, highly valued seminars, convenings, workshops and conferences.
Extending Philanthropy's Contribution
Over the years, CNJG also actively engaged in a number of landmark initiatives including commissioning the first study of giving in the Garden State, NJ Gives, the first study of nonprofit health insurance provider conversions to for profit corporations, New Jersey Together (a major funder collaborative centered on youth development), a landmark effort looking at the systemic, long term fiscal challenges facing all levels of government in New Jersey entitled Facing Our Future, the creation of the Community Foundation of South Jersey, and creation of the Newark Philanthropic Liaison position within our state’s largest city administration.
View our CNJG Through the Years pictorial.
CNJG’s Finance and Investment Affinity Group exists to keep foundation executives informed as they manage the investment of their corpus. Growth of foundation assets and the active exchange of sound investment strategies is the focus of each program.
We are pleased to welcome Ethan Harris, head of Global Economics Research at Bank of America Global Research to lead our breakfast that kicks off the new year with a Market Outlook for 2023. Mr. Harris will give us his insights on:
- Inflation
- Potential for continued interest rate hikes and where might they pause
- Labor market impact on the Fed’s direction
- Impact of Fed moves
- Expectations for US economy and other economies around the world
- Growth and recession risks, and
- Some discussion of the big global issues
Agenda
8:30 a.m. - Breakfast
9:00 a.m. - Program begins
10:00 a.m. - Meeting concludes
Cost: $35 for CNJG Members; $70 for Non Member Grantmakers (includes full breakfast)
COVID-19 Safety and Information
CNJG will follow all health and safety guidelines and recommendations outlined in our COVID-19 Liability Waiver for in-person programs and events.
Please do not attend the program if you are ill, exposed to the COVID-19 virus within 14 days prior to the program, or exhibit any symptoms of the COVID-19 virus prior to the program.
These are the protocols as of June 6, 2022. We will continue to monitor the health and safety protocols and will be sure to communicate if these change prior to the program.
Shifting Narratives to Change Systems
Wednesday, December 14, 11:00 am – 3:00 pm
Luncheon & Keynote Presentation
Location: The Sheraton, Edison, 125 Raritan Center Parkway, Edison, NJ 08837
Friday, December 16, 11:00 – 12:15 pm
Virtual Workshop via Zoom
The Council of New Jersey Grantmakers thanks everyone who attended our 2022 Annual Meeting & Holiday Luncheon and the Virtual Workshop! We were delighted to see so many familiar faces, and meet many new staff and trustees of our members.
At the business meeting, members elected the new class of trustees, and heard reports about the state of the organization. After lunch and time to reconnect with each other, we heard from our keynote, Bridgit Antoinette Evans, who explained the narrative ocean in which philanthropy swims, and gave examples of how Pop Culture Collaborative is funding organizations to reframe their narratives in which they operate.
During the virtual workshop, members learned about the changemaker experience, how it affects the relationships between funders and their nonprofit partners and even grantseekers. Attendees were led through an exercise to create a journey map, and think through strategies how to examine the experiences that nonprofits have with their organizations.
CNJG members can view recordings and additional resources from the event on the resources tab, when logged in.
Philanthropic Collaboratives:
Driving Impact and Opportunity
Thursday, December 14, 2023 - 9:00am to 3:00pm
Luncheon, Keynote Presentation & Workshop
Location: Crowne Plaza Edison, 2055 Lincoln Highway, Edison, NJ 08817
The Council of New Jersey Grantmakers thanks everyone who attended our 2023 Annual Meeting & Holiday Luncheon and the Pre-Meeting Workshop that explored Philanthropic Collaboratives: Driving Impact and Opportunity. We were thrilled to reconnect with friends and colleagues and meet new members.
At the Business meeting, the membership elected the new class of Trustees. We also honored our outgoing Board Chair, Jeff Vega, for all the incredible work he accomplished during his term. After lunch and networking time, we listened attentively to Nidhi Sahni, Partner and Head of US Advisory Group, New York, Bridgespan, and Lucy Vandenberg, Executive Director of the Schumann Fund for New Jersey in conversation about the nuances and benefits of collaboration.
At the pre-meeting workshop, Tools for Funder Collaboration, presented by John Harper, Chirlie Felix, and Waheera Mardah of FSG, members were presented multiple models of collaboration and examples of collective impact followed by an opportunity to engage in dynamic discussion to further explore the concepts.
CNJG members can view the FSG PowerPoint and additional resources from the event on the resources tab, when logged in.
CNJG is pleased to re-convene the South Jersey Funders Consortium for a lunch meeting at La Scala Fire in Glassboro. Join your fellow South Jersey funders for lunch and a round robin discussion on what your organization is funding, and any new initiatives that you are working on.
When the Pascale Sykes Foundation sunset their operations, including gathering this group together on a periodic basis, the Consortium agreed to have CNJG take on the management and stewardship of the group.
Any funder located in or funding in the eight southern counties of New Jersey is welcome to attend (Burlington, Camden, Gloucester, Salem, Cumberland, Cape May, Atlantic, and Ocean). Although Camden city is located in south Jersey, and because we already have a Camden funders affinity group, the topics of discussion of the South Jersey Funders Consortium should focus on south Jersey, outside of the city of Camden.
Cost: Free for CNJG Members and Non Member Grantmakers
For 2023, CNJG will cover the cost of the South Jersey Funders Consortium lunch thanks to a grant from the Pascale Sykes Foundation.
Parking is available in a garage behind the restaurant and is free for two hours.
Calling all funders with interests in the environment, public health, social justice, urban development, and policy! We welcome you to join the Environmental Funders Affinity Group for breakfast and a discussion about one of the most critical funding needs of our time: the intersection of climate justice, public health, and protection of our natural resources for future generations. Please join us at Duke Farms for a light breakfast and an in-person conversation with Chris Daggett, former Commissioner of the N.J. Department of Environmental Protection and former CEO of the Dodge Foundation.
After the meeting, you are welcomed to join a group bike tour of the 20 miles of trails at Duke Farms 2,700 acre environmental center, continue networking at the Terrace Cafe or simply indulge in a bit of self-care on a leisurely nature walk around the Gardens! Fifteen loaner bikes are available on a first come/first serve basis, courtesy of Duke Farms, or bring your own bike.
Chris Daggett is a lifelong New Jerseyan and currently the board chair and interim executive director of the New Jersey Civic Information Consortium. Previously, he served as President and CEO of the Geraldine R. Dodge Foundation from 2010 until 2018. In addition to his career in philanthropy, Chris served in many public-facing roles including Deputy Chief of Staff to Governor Tom Kean, Regional Administrator of the US Environmental Protection Agency, and Commissioner of the New Jersey Department of Environmental Protection. Daggett has also served on and led a number of nonprofit boards.
Cost: Free for CNJG Members; $50 for Non Member Grantmakers.
What does the family philanthropy landscape look like? How has it changed across the last decade, and what do those changes mean for the field?
Join National Center for Family Philanthropy to discuss the findings of the Trends in Family Philanthropy 2025 report.
We will explore:
The changes in philanthropic focus for many family philanthropies
How grantmaking practices are evolving, and whether community needs are coming to the fore
How philanthropies are learning about new ideas and approaches
The changes in family dynamics, shifts in how the next generation are being engaged, and the factors that sustain and impede family engagement
Changes in the make-up of boards
What the findings suggest about future trends
Speakers include:
Miki Akimoto, Chief Impact Officer at the National Center for Family Philanthropy (NCFP) and Erin Hogan is a Managing Director and Philanthropic Market Executive for Bank of America’ Philanthropic Solutions
There will be time at the end of the session for Q&A.
About the Trends report
The Trends survey captures and tracks leading trends in the field of family philanthropy. Conducted every five years, this research identifies emerging issues, changes in funding priorities and governance practices, innovative approaches to giving and decision making, and anticipated future giving patterns and practices among US-based philanthropic families nationally. Ultimately, it aims to equip donors with data they can apply to their decision making.
A Virtual Discussion Series to Activate Collective Action
This is a three part series being held March 26, April 30, & May 29 from 2-3:30pm.
In this moment of rapid change and uncertainty, many in philanthropy are scrambling to figure out what to do next. While a handful of foundations have taken swift action to support grantees – including significant moves to increase payouts – there isn’t yet a groundswell of coordinated action. Meanwhile, nonprofits are going into strategy-and-survival mode to keep their work afloat as our communities face unprecedented challenges.
Amid all this confusion, one thing is clear: philanthropy has a critically important role to play in this moment. As many leaders are pointing out, now is the time for philanthropy to lean into trust-based principles and rise up in solidarity with nonprofits that are working on the front lines of every issue facing our communities. While trust-based philanthropy was not designed as a crisis response strategy, it is exactly in these moments when this approach can be leveraged for impact.
Join the trust-based philanthropy community for a virtual discussion series as we break down insights and recommendations for how funders can meet this moment to support the strength and resilience of our communities. Over time, we have built a collective movement of funders who see the inherent value of partnering alongside nonprofits to meet the needs and dreams of our communities. Now is the time for us to tap into our collective power to ensure that we can weather this storm together.
Register using the above link. Once your registration has been reviewed you will receive a calendar invite to save the dates. A Zoom link will be provided closer to the session's date.
In predominantly renter-based markets across the Northeast, housing-related financial strain remains a significant barrier to household stability and long-term economic security. Yet innovative models are emerging that seek to flip that script, creating pathways for renters to build assets, reduce risk, and participate more fully in local prosperity.
Building on the momentum from AFN’s September 2024 webinar exploring regional strategies to increase affordability, reduce evictions, and deliver financial return or dividends to renters, this session will take a deeper dive into renter wealth-building models in action.
Join AFN, partners in New Jersey, and collaborators from national nonprofits and financial institutions as we explore promising approaches that leverage public-private tools, housing finance innovation, and credit-building strategies tied to rent payment. We’ll examine how these approaches can expand renter access to economic opportunity and help funders consider how to adapt similar efforts in urban centers across the region.
Speakers:
Rachel Levy-Culler, Housing Innovations Senior Specialist, Credit Builders Alliance (CBA)
Marcus Randolph, President & CEO, Invest Newark
Khaatim Sherrer El, Executive Director, Clinton Hill Community Action
Marco Villegas, Program Officer, JPMorgan Chase
Who Should Attend:
Philanthropic leaders, community investors, housing advocates, and public-private partners working to advance financial security and equity for renters. This webinar is open to all and will focus on the New Jersey and Northeast AFN regions.
Captioning will be provided. If you have any other accessibility requests or questions, please email Paula Dworek. Requests for reasonable accommodations must be received by May 5, 2025, to ensure our ability to meet your request.
This paper explores community democracy as a cultural choice and a potential organizing system for philanthropy using stories that demonstrate its principles and practices, primarily growing from the experience of northern California communities. This experience offers a framework of principles and a beginning set of conclusions about how philanthropy can develop productive partnerships from the perspective of a place-based, community democracy.
A corporate member queried the corporate listserve which technology tools they use for their corporate giving system/platform. CNJG compiled the responses and combined it with previous responses from other technology systems queries to create this list of “Who Uses What Technology Systems.” If your organization is not listed, please email the names of those systems to Craig Weinrich.
Steering Committee
Jorge Cruz, Executive Director, LISC Greater Newark
Linda Czipo, President & CEO of the New Jersey Center of Nonprofits
Jackie Edwards, Executive Director, Parents Inc of NJ
Victoria Fernandez, Director of Thriving Communities, Grunin Foundation; and Co-Founder, Nonprofit Professionals of Color Collective
Tyneisha Gibbs, Founder and Principal Consultant of 144th & Vine; and Co-Founder, Nonprofit Professionals of Color Collective
Theresa Jacks, President and CEO, Council of New Jersey Grantmakers
Bridget Phifer, Chief Executive Officer, Parkside Business & Community in Partnership
Rosalía Velázquez, Director of Strategic Partnerships, New Jersey Center of Nonprofits
Advisory Group
Keith R. Adams, Executive Director, NJVOAD
Carin Berkowitz, Executive Director, New Jersey Council for the Humanities
Elsa Candelario, Professor of Professional Practice, Latino/a/x Initiatives for Service, Training, and Assessment, Rutgers School of Social Work
Jane Cohen, Executive Director, Governor’s Office of Climate Action and the Green Economy
René O. Deida, Director, Corporate and Community Engagement, Prudential Financial, Inc.
Hans Dekker, President, Community Foundation of New Jersey
Craig Drinkard, Co-Executive Officer, Victoria Foundation
Bill Engel President, The Union Foundation
Andy Fraizer Executive Director, Community Foundation of South Jersey
Laurie Goganzer, President and CEO, YMCA of Greater Monmouth County
Jeremy Grunin, President, Grunin Foundation
Bob Guarasci, Founder & CEO, New Jersey Community Development Corporation
Susan Hoskins, Executive Director, Friends Foundation for the Aging
Sharnita C. Johnson, Vice President of Strategy, Impact and Communication, Victoria Foundation
Elaine E. Katz, Sr. Vice President, Kessler Foundation
Eddie LaPorte, Director, New Jersey Office of Faith Based Initiatives
Taneshia Nash Laird, President and CEO, Newark Symphony Hall
Tammy Rice Herman, Director of Grants & Strategies, New Jersey State Council on the Arts
John Thurber, Partner, Br'Island Group
Keith Timko, Executive Director & CEO, Support Center
Sandra Toussaint, President & CEO, United Way of Greater Mercer County
Allison Tratner, Executive Director, New Jersey State Council on the Arts
Mark Valli, CEO, NORWESCAP
Margaret Waldock, Executive Director, Duke Farms
Catherine Wilson, President & CEO, United Way of Greater Newark
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.
Small BIPOC organizations and/or historically excluded/led
organizations have greater access to funding.
Affirmation: We must center the most marginalized, underfunded, and impactful organizations.
BIPOC, grassroots, and/or historically excluded1 leaders are the most proximate to the populations and communities that face the most pressing social issues and should be central to designing solutions and funded; yet they are often overlooked or ignored as real change-makers.
They are underinvested in by major funders and are often left to struggle on their own; and when they are funded, grants are small and often highly restricted.
Some funders have artificially high budget requirements, require collaboration with larger “more sophisticated” organizations, won’t fund fiscally sponsored groups, or emphasize leadership requirements that are increasingly out of date or exclude vital lived experience.
Community organizations are exploring innovative and egalitarian management structures, such as co-directorships, collectives, and collaboratives, that do not resemble the constructs of the past.
Leadership comes in all structures, sizes, and identities; funders must seek to recognize and fund those who are doing effective work and re-evaluate their views of accepted leadership patterns. For BIPOC, grassroots, and/or historically excluded leaders to succeed, we must provide flexible resources and professional development support while they are leading.
Activities
Below are activities your organization can engage in that will advance your equity focus
• Agree as a community of practice to a shared definition of BIPOC, grassroots, and/or historically excluded-led organizations to foster a common frame of reference to help guide this work.
• Create networking and referral opportunities for BIPOC, grassroots, and/or historically excluded leaders to expand their access to funding and opportunities similar to that of larger, mainstream groups.
• Invest in the development and pipeline of BIPOC, grassroots, and/or historically excluded leaders.
• Remove funding barriers for small BIPOC, grassroots, and/or historically excluded organizations that have traditionally been precluded from funding because of budget size, leadership structure, auditing requirements, and similar obstacles.
• Actively partner with BIPOC, grassroots, and historically excluded organizations to make funding decisions on issues closest to their communities.
• Provide significant, multi-year, general operating funding to organizations and movements led by BIPOC, grassroots, and/or historically excluded communities.
Short-term Outcomes
• Progress is tracked into addressing the barriers to funding BIPOC, grassroots, and historically excluded-led organizations in NJ.
• A greater number of BIPOC, grassroots, and/or historically excluded-led organizations are funded than before, by new and existing funders.
• Professional development and capacity building as requested by BIPOC, grassroots, and/or historically excluded leaders is funded.
Long-term Outcomes
• BIPOC, grassroots, and/or historically excluded leaders can access funding and opportunities similar to that of larger, mainstream groups.
• A greater percentage of support to organizations and movements led by BIPOC, grassroots, and historically excluded communities is provided as significant, multi-year, general operating funding. In this context, “significant” can refer to both the quantity, size or percentage of grants awarded by the funder in any given year.
How to Begin Doing Good Better on Equity
Learning opportunities
• Which criteria and practices are creating, perpetuating or exacerbating exclusion of BIPOC, grassroots, and or historically excluded-led organizations?
• For funders that exclude or limit funding to small organizations, why are these barriers in place? What biases or missed opportunities are resulting from these obstacles?
• When funders are actively prioritizing BIPOC, grassroots, and historically excluded -led organizations in their philanthropic partnerships, what definitions, outreach, and partnership strategies are being used? How has this evolved based on lessons learned?
Pre-Work
• Funders should become educated about how traditional ways of identifying grantees and other criteria often excludes BIPOC, grassroots, and/or historically excluded-led organizations.
• Actively seek and share ways to center, identify, fund, and partner with applicants or community-based partners to create solutions in all efforts.
• Identify forums or protocols for introductions, dialogue, and relationship-building between funding community and BIPOC, grassroots and/or historically excluded-led organizations to pave the way for ongoing or stronger partnerships.
General Operating Support or General Project Support
Affirmation: Funds with the least restrictions are the most valuable
Nonprofits maintain and strengthen their organizations when their funds are unrestricted. Data shows flexible and reliable funding increases impact when nonprofit leaders have control over how funds flow to meet the needs of their constituents and internal operations, as demonstrated during the pandemic when funders released previously restricted funding. General operating support (GOS) funding signals trust in our partners and can open more honest dialogue about meeting the mutual goals of the funder and nonprofit. Funders who make project or program grants should trust the organization and provide flexible funding within a specific program.
Activities
• Over the short term, funders aim to shift their GOS activity by 30%. (30% more grants shift from program to GOS, or from fully restricted to negotiated GOS.)
• Provide grants as unrestricted organizational general operating support. The long-term ideal is for most, if not all, grants to be 100% GOS, unless a funder is legally precluded from doing otherwise.
• For project/program grants, 100% of the grant awarded is unrestricted (negotiated GOS), applying mission-based and mutually negotiated outcomes.
• Nonprofits articulate their organizational vision, strategies and intended outcomes to funders; funders understand the models of their grantee partners and learn from them how the grantee partner's work will lead to change.
• Trust nonprofit partners to know how to best apply their funding.
• Create a shared understanding of the meaning and importance of full-cost budgeting and real-cost funding.
Short-term Outcomes
• 70% of funders are shifting some of their distribution to making general operating support grants.
• 100% of program/project grants are designated unrestricted.
Long-term Outcomes
• 100% of all grants are made without restrictions, unless limited by covenant or donor wishes in the case of community foundations.
• All nonprofits can clearly articulate their vision, strategies, outcomes, and business models to funders; and funders understand them and trust them to know how best to use their funds.
How to Begin Doing Good Better on Flexibility Learning Opportunities
• Why aren’t some funders planning to award GOS or negotiate GOS?
• Ask funders: If you participated in CNJG’s 2022 funder survey and indicated that you planned to initiate GOS, have you done so? • Why are some grants restricted?
• What would it take for funders to change?
Pre-Work
• Seek and share learning opportunities for funders, prioritizing education of foundation boards, to address the barriers to awarding GOS and understand how restricted funding undermines financial sustainability.
• For funders who already regularly provide GOS funding, educate/advocate for others to do the same.
• Learn how GOS/negotiated GOS strengthens grantee partners and the multiple ways they can use and evaluate GOS. Actively seek insights from nonprofits to reinforce the message about GOS in their funding partnerships.
• As an incremental step for funders that are not receptive to GOS, provide education about negotiated general programming support (flexible funding within a mutually agreed-upon program area, as opposed to organization-wide GOS).
• Share promising practices on evaluation of GOS and negotiated GO