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The Foundation Legal Help Desk is designed to provide community, private and family foundations with access to answers to legal questions related to the operations of a foundation. The foundation world is a complex field that requires specialized legal knowledge and many foundations do not have easy access to an attorney with expertise in this field. The Help Desk is operated by our colleagues at the Indiana Philanthropy Alliance (IPA).
How Does it Work?
The service operates through a website. Participants log in with a username and password and type in their question. The software will send it to the attorney “on-call” for their topic area. The attorney will respond either with a written answer or will make arrangements for a phone conversation.
The attorneys providing this service have specialized knowledge in grantmaking, scholarships, fund management, planned giving, nonprofit law, the Pension Protection Act, UPMIFA and other laws that specifically affect the operations of a foundation.
The Details
- This service is designed to provide quick answers to questions and is limited to a maximum of one hour on any one question. The attorney will be able to advise the foundation if they need to engage counsel to assist them with a complex legal issue or gift.
- The attorney will engage directly with foundation staff or board members, and will not work directly with donors or professional advisors.
- The attorney can review documents but will not prepare any documents.
- This service is for legal questions that relate to the operation of a foundation, not legal issues facing a foundation’s grantees.
Foundations will contact IPA directly to subscribe to the service, and IPA will provide them with a subscription agreement. Once they send the agreement back to IPA with their payment, IPA will provide them with their login credentials. IPA will let you know when any of your members sign up for the service, and will provide each PSO with an annual report on usage by your members and the topic areas of questions handled.
Service Levels and Costs
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|
Cost |
Service |
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Entry |
$1000 |
5 inquiries/year |
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Basic |
$1,700 |
10 inquiries/year |
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Premium |
$2,500 |
Unlimited |
How to Subscribe
Email [email protected] to request a registration form and subscription agreement. Please indicate that you are a CNJG member.
On April 24, 2008 a $19 million landmark award was announced that will strengthen Newark public charter schools. The award comprises grants from seven funders including four national family foundations -- the Bill & Melinda Gates Foundation, Doris & Donald Fisher Fund, Robertson Foundation, and The Walton Foundation -- and three New Jersey funders -- the MCJ and Amelior Foundations, Prudential Foundation, and Victoria Foundation.
The national funders have pledged $4 million each and the New Jersey foundations have earmarked $1 million each toward the initiative. “We welcome these generous national foundations to Newark, and we are grateful for the new investment from three of the city’s longstanding philanthropic partners,” Mayor Cory Booker said.
The $19 million is part of a larger $25 million campaign to help expand and strengthen the capacity of Newark’s charter schools. For further information, visit the website of the newly established Newark Charter School Fund.
Grantmakers Convene Around Prisoner Reentry
A group of 30 grantmakers and Newark officials gathered on April 28 at the offices of the Charles Edison Fund to get a close-up look at the City’s strategies to address the growing issue of prisoner reentry, one of Mayor Booker’s key priorities. Newark faces an influx of 1,500-2,000 men and women every year returning from incarceration. At the same time, 15,000–20,000 individuals are currently on probation or parole in Essex County, the majority in Newark.
Funders seeking to positively impact the city and its residents have a vested interest in helping to improve prospects for the rising number of incarcerated persons returning home. The challenges are complex and intertwined with issues of public safety, job creation and job-readiness, family reunification and fatherhood, access to housing and addiction services, and vigilant case management.
Cornell Brooks, executive director of the New Jersey Institute of Social Justice, gave an overview of the barriers which prevent ex-prisoners from successfully reentering society. Among the most burdensome hurdles are prohibitions on conditional driver’s licenses and inflexible fine payment plans. Such measures effectively close the doors to viable employment options upon release. Another barrier is the effect of exorbitant surcharges on collect telephone calls from prison. The high charges contribute to the erosion of family ties during incarceration, thereby reducing successful family reunification post-release.
Richard Greenwald, an executive on loan to the City from the Manhattan Institute, cited the importance of creating transitional jobs immediately upon release as a proven means of reducing recidivism. Wanda Moore, Director of the Prisoner Reentry, explained the need to mobilize and organize multiple nonprofit and government partners to better serve ex-prisoners. She described “Opportunity Reconnect,” a one-stop center operated by the City, which is helping link ex-prisoners to case managers, job services, and myriad agencies. Performance measures and data-communications systems are in the development stage to help the City assess and evaluate its effectiveness at helping individuals successfully return to the community and their families.
This year marks the 5th anniversary of the Council of New Jersey Grantmakers’ biennial Spring Colloquium – A Conversation for the Social Sector - being held on May 24 at the George Street Playhouse in New Brunswick. A CNJG signature event since 2006, the Colloquium brings together foundations and non-profits with national thought leaders to explore topics of critical interest to foundations and non-profits whose work impacts our state’s quality of life.
“The Colloquium is a natural outgrowth of our role as a central force in amplifying the voice of philanthropy in New Jersey,” said Nina Stack, President of the Council. “This special event gives foundation and non-profit leaders the benefit of hearing from our country’s leading social sector experts and the opportunity to apply what they learn to the important work they do to improve the lives of those they serve in New Jersey.”
The 2016 Spring Colloquium conversation will focus on how privatization and de-funding of many services once provided by the public sector has led to the expectation that grantmakers and their non-profit partners will increasingly assume responsibility for these services, despite dramatically diminished resources. The social sector is responding to this challenge with innovative funding initiatives. Detroit’s foundations, for example, devised the “Grand Bargain” to help solve that city’s pension crisis. Likewise, the use of social impact bonds is rising as a means of underwriting safety net programs. “This change in the ‘public contract’ necessitates thoughtful planning on the part of foundation and nonprofit leaders who must be prepared to meet this significant paradigm shift,” said Emily Tow Jackson, Executive Director and President of the Tow Foundation, and a 2016 Colloquium panelist.
Other panelists at this year’s Colloquium include moderator Robert S. Collier, the President and CEO of the Council of Michigan Foundations; Elizabeth T. Boris, Founding Director of the Center on Nonprofits and Philanthropy at the Urban Institute; and Michael McAfee, Vice President for Programs at PolicyLink.
Over the years, the Colloquium has considered a diverse range of topics including philanthropy’s role in restoring civility to society; strategies to ensure community and nonprofit sustainability; philanthrocapitalism; and driving change by being fearless. The event has featured such prominent speakers as former New Jersey Governor Tom Kean; Idealist founder Ami Dar; U.S. editor of The Economist Matthew Bishop; and Philadelphia Federal Reserve Board Chairman, Jeremy Nowak, among many others.
In addition to serving New Jersey’s social sector, the Spring Colloquium will be viewed by CNJG regional philanthropy association members across the country via simulcast-hosted gatherings.
“PSE&G strongly believes in the power of the social sector’s collective impact and the leadership that CNJG has exhibited over the years by providing New Jersey’s foundations and non-profits with access to our counterparts from across the country,” said Ellen Lambert, Chief Diversity Officer, Senior Director Corporate Citizenship and President, PSEG Foundation, a sponsor of the 2016 CNJG Spring Colloquium. For more details about the Colloquium please visit www.cnjg.org/investmentforum.
The Council of New Jersey Grantmakers works to strengthen and promote effective philanthropy throughout New Jersey. The leading resource for networking and information for New Jersey's philanthropic community, CNJG provides representatives of all types of grantmaking organizations access to valuable services and meaningful activities to advance their work.
New Jersey’s largest philanthropic association has named longtime social sector leader Maria Vizcarrondo as its president.
“Maria has been a trailblazer throughout her career,” said Council of New Jersey Grantmakers Board Chair William V. Engel. “We turn to her to help the state’s diverse and dedicated philanthropies to be even more effective in their quest to make this a better place.”
The Council of New Jersey Grantmakers is a nonprofit organization of over 130 members representing the philanthropic community in the state. Members include family, private, community, independent and corporate foundations, and corporate giving programs.
The Council exists to strengthen and promote effective philanthropy throughout New Jersey. CNJG’s programs and resources increase the impact of organized philanthropy’s support for adequate health care, quality education, a cleaner environment, community development, historical preservation, disaster response and relief, research, recreation, culture, and other areas crucial to the fabric of New Jersey's communities.
“I am very excited about joining the Council of New Jersey Grantmakers as its CEO and working with dynamic individuals — many of whom I have known and respected throughout my nonprofit career,” Ms. Vizcarrondo said. “Most importantly, I look forward to forging partnerships that will advance the Council’s social impact as a sector leader in New Jersey communities, the region, and nation.”
Ms. Vizcarrondo, who spent most of her career in northern New Jersey, comes to the Council from Cabrini University in Philadelphia, where she most recently was Director of Community Development and External Relations. She was inaugural Executive Director of the school’s Nerney Leadership Institute, launched in 2013.
Ms. Vizcarrondo brings more than 25 years of experience transforming service organizations and has served her communities as both an appointed and elected official.
In 2006, when he was first elected Mayor of Newark Cory Booker tapped Ms. Vizcarrondo to head Newark’s Health and Human Service Department, the largest of its kind in New Jersey. One of her first actions in that role was to develop a Children’s Bill of Rights to benchmark improvements in the lives of children and families throughout the city. Her accomplishments included securing state funding to establish Family Success Centers to provide neighborhood- based services, and launching a major citywide campaign to raise the immunization rates of Newark’s children.
Prior to her mayoral appointment, Ms. Vizcarrondo served as the first woman president and CEO of United Way of Essex and West Hudson. Her pioneer work in re-engineering the organization’s mission into community building was documented in the United Way Transformation Diaries. In the aftermath of the 9/11 attacks, Ms. Vizcarrondo led the New Jersey United Ways in a statewide coordination of services for affected families and managed the distribution of corporate funding for these efforts.
She was elected Essex County Surrogate in 1993 and served four years of a five-year term before leaving to join United Way.
Ms. Vizcarrondo has been listed among the “100 Most Influential People in New Jersey” and was a founding member of the New Jersey Institute for Social Justice.
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Government-Nonprofit Contracting Reform
The Office of Management and Budget (OMB) Uniform Guidance is the biggest change in government grant guidelines in over 30 years. The rules require that federal grants and contracts—including those that pass through state and local governments—include a “reasonable amount” for indirect costs. A “reasonable amount”, according to the guidance, is at least 10 percent of direct costs and, in some cases, nonprofits can negotiate a higher amount.
With the nonprofit sector earning nearly 33 percent of its revenue from government grants and contracts, this new requirement is a game changer. Nina Stack wrote a piece discussing these changes for the Geraldine R. Dodge Foundation blog:
Excerpt from A Social Sector Game Changer:
“Nonprofits that are hired by the government to perform a service and paid through federal dollars are to use at least 10 percent of the direct costs of their grant or contract to pay indirect costs. BOOM! Just as John Madden would say. A mandate for funding that can be used for core operations. Never before has there been such a clear directive and recognition from the federal government.”
To see this change however, industry-wide advocacy is essential to ensure that all nonprofits are aware of this monumental shift and that governments follow the new requirement. Without advocacy, it is very possible that, despite the requirement to add an additional 10 percent or more to pay for indirect costs, legislative bodies at the federal, state and city levels may further reduce project budgets to keep them flat. And this could mean that in order to maintain the same level of services, nonprofits will seek additional resources from the philanthropic sector to make up the difference. Therefore it is imperative that philanthropy remains active in the conversation between nonprofits and government to continue to maintain a balance in the critical services provided by all.
What this means for nonprofits:
- Government contracts are now required to reimburse nonprofits for reasonable indirect costs (administrative, “overhead”) as part of their service-delivery agreement.
- The OMB Uniform Guidance is only a promise of better treatment—nonprofits should know the rules and protect themselves.
What this means for foundations:
- Advocacy is needed! To ensure government partners do not underfund nonprofits due to the new rules, foundations need to help spread awareness and enforce the regulations.
In New Jersey, the New Jersey Center for Nonprofits has been teeing up advocacy, information sessions, and other assistance to help non-profits take advantage of the new rules. For questions and information about the new guidelines, please visit the resources below.
Resources
Federal Register: OMB Uniform Guidance
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.
Kevin Callaghan is Next Leader of Innovative Partnership
The Council of New Jersey Grantmakers (CNJG) and the City of Newark are pleased to announce the appointment of Kevin Callaghan as the Council’s new Philanthropic Liaison to the City of Newark. Based in Newark’s City Hall, Callaghan will lead the Office of the Newark Philanthropic Liaison (ONPL) as it convenes, connects and leverages the resources of the state, regional and national philanthropic community for the benefit of Newark’s citizens and institutions. For nearly five years Callaghan served as the Program Officer at the Foundation for Newark’s Future, the local arm of national philanthropic funding donated to the City of Newark to improve education opportunities for youth. Most recently, he served as Project Lead on the City’s Summer Youth Employment Program. He will formally undertake his new role on September 1.
Newark Mayor Ras Baraka and CNJG President Nina Stack hailed Callaghan’s appointment. “In the time I’ve come to know Kevin I’ve seen the passion he has for the City of Newark and the thoughtful, inclusive way he approaches his work,” commented Mayor Baraka. “We are glad to have him on our team.” CNJG President Stack added, “Kevin brings an understanding of how foundations work and a real appreciation for the impact strategic philanthropy can have when it works collaboratively with other funders and government leaders. We are very excited to welcome Kevin in this role as leader of the ONPL and look forward to seeing how he builds on the Liaison Office’s achievements over the last eight years.”
Callaghan replaces former Newark Philanthropic Liaison Jeremy Johnson who helped define this innovative collaboration between the Council and the City of Newark in 2007 under former Mayor, now United States Senator, Cory Booker. It marked one of the nation’s first formal partnerships between a city and the philanthropic sector. Since then, and with the subsequent election of Mayor Ras Baraka in 2014, the ONPL has continued to be a nationally acclaimed model for public - philanthropic alliances, leveraging more than $50 million in private support for City initiatives.
Callaghan will work in partnership with Mayor Baraka’s Chief Policy Advisor Tai Cooper and cabinet to support public safety, summer youth employment, workforce development, economic development, health and wellness, education and literacy, immigration, and neighborhood and place-based initiatives. “The Office of the Newark Philanthropic Liaison is a critical resource to our city. Having previously worked with Kevin, I know he will be very effective in his new role and I look forward to continued collaboration with him,” said Cooper.
“It is an honor to have been selected to lead the Office of the Newark Philanthropic Liaison. I know firsthand the value of collaboratively harnessing the power of philanthropic resources for the direct benefit of Newark’s communities. Under the guiding principle of collective action, I look forward to working with the grantmaking community and the City of Newark to leverage every possible opportunity to unlock the endless potential of this city,” said Callaghan.
A non-partisan position, the ONPL is funded by a consortium of grantmakers including Bank of America, the Geraldine R. Dodge Foundation, The Nicholson Foundation, The Prudential Foundation, Schumann Fund for New Jersey, Turrell Fund and the Victoria Foundation. “Having served with my colleagues as an on-going funder of this unique initiative, I am delighted to know that the fine work that has been accomplished since its inception will continue under the able leadership of Kevin Callaghan,” said Dr. Irene Cooper- Basch, Executive Officer of the Victoria Foundation.
Previously, Callaghan served for two years as a middle school classroom teacher in Philadelphia through Teach for America. Earlier in his career, he worked for the federal government as a special assistant at the Overseas Private Investment Corporation in Washington D.C. where he supported development efforts for emerging markets.
Callaghan holds a Bachelor’s Degree in Political Science and History from St. Peter’s University in Jersey City and a Masters’ Degree in Urban Education from the University of Pennsylvania. Born and raised in New Jersey, he resides with his family in Essex County.
A working glossary of terms to help shape a common language for work in Community Capacity. This glossary is intended to help promote philanthropy's roles in building community capacity by defining core concepts and closely related terms.
Community foundations are beginning to deepen and shift how they work, adopting an anchor mission that seeks to fully deploy all resources to build community wealth. Moving into territory relatively uncharted for community foundations, they are taking up impact investing and economic development — some in advanced ways, others with small steps. This report offers an overview of how 30 representative community foundations — including The Seattle Foundation, the Vermont Community Foundation, and the Greater Cincinnati Foundation — are working toward adopting this new anchor mission.
This Democracy Collaborative report was written by Marjorie Kelly, Senior Fellow and Director of Special Projects and Violeta Duncan, Community Development Associate.
This new report from CNJG and partners examines the response of foundations, corporations, and other institutional donors to the devastation wrought by Hurricane Sandy in October 2012. Numbering nearly 600, these funders have so far committed more than $380 million for relief, recovery and building efforts. The hard data and reflective observations in the report contribute to the growing body of knowledge that helps foundations and corporations be strategic and effective with their giving when disaster strikes.
Two years after the historic storm, Philanthropy & Hurricane Sandy: A Report on the Foundation & Corporate Response breaks down the allocation of dollars contributed thus far and offers perspective on the role of private giving in disaster response and lessons to be taken from this one. The report was published by the Foundation Center in partnership with the Council of New Jersey Grantmakers and Philanthropy New York, and with support from the Center for Disaster Philanthropy.
“Throughout the past two years, our exceptional nonprofit and funder community has taken on challenges they never imagined,” said Nina Stack, president of the Council of New Jersey Grantmakers. “These organizations continue to develop innovative solutions that other communities will learn from and build upon in future disasters.”
In addition to the report’s numerous funders, CNJG wishes to thank the PSEG Foundation for supporting this project.
This publication from Grantmakers for Effective Organizations offers a framework for thinking about how to measure progress and results in place-based and community change initiatives.
Grantmaking at the Crossroads is a workbook designed to provide foundations with a new grantmaking methodology that works at the intersection of place, population, and issue. It offers a pathway to greater inclusion of communities that are often excluded or marginalized by foundation funding and enables foundations to maintain their focus and priorities while expanding their reach and effectiveness.
The Grand Rapids Community Foundation and the Kalamazoo Community Foundation volunteered to be laboratories for Grantmaking at the Crossroads and have been critical informants for this workbook. Each of these foundations holds an unwavering commitment to ongoing learning; this publication would not have happened without their support and engagement and the financial support of the Arcus Foundation.
This case study of the Council of Michigan Foundations' Peer Action Learning Network (PALN) is one of six examined in a report from New York University's Wagner Research Center for Leadership in Action, commissioned by Grantmakers for Effective Organizations. The PALN case study, along with the other five, explores the power of learning communities to build connections and knowledge to increase organizations’ community impact. It explains ways grantmakers can strategically support these efforts as well as key elements for designing learning communities, executing for success and extending the learning.
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
Sample disaster preparedness and recovery plans for foundations.
Foundations Facilitate Diversity, Equity, and Inclusion: Partnering with Community and Nonprofits, a new report by the OMG Center for Collaborative Learning, confirms that foundations can, in fact, facilitate diversity, equity, and inclusion (DEI) through their grantmaking processes and their partnerships with nonprofits—and identifies eight specific practices for foundations to emulate.
The report takes a deep dive into the work of nine foundations that represent a diverse cross-section of types and sizes, and offers useful lessons about how foundations can better partner with nonprofits to be more effective in their work.
Developed in partnership with United Philanthropy Forum and Northern California Grantmakers, this guide shares seven practices and 12 tools for Philanthropy-Serving Organizations who seek effective ways to mobilize resources to sustain their organization’s work. The guide features perspectives from dozens of leaders of national and regional PSOs and examples from our work with these organizations. Much of the content is based on conversations and strategy work with PSO leaders, staff and board members.