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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.
A CNJG member queried the corporate listserve on strategies or resources for virtual volunteering. CNJG compiled these responses, and listed the different opportunities that members are offering for employee volunteerism.
To answer the basic question of how many active family foundations are planning to spend down or exist in perpetuity (or have not yet made a decision), and to examine foundations’ motivations and decision-making, the Foundation Center, in collaboration with the Council on Foundations and with additional assistance from the Association of Small Foundations, launched a study of family foundations in 2008. This report presents the full range of study findings, which are based on survey responses from 1,074 family foundations.
For 20 years, The Nicholson Foundation worked to advance meaningful change in safety net service systems in New Jersey. Its grantmaking journey is described in Changing Systems, Changing Lives: Reflecting on 20 Years. Through stories and related text, the book showed how a small family foundation could take six guiding themes and put them into action through grants and partner support. In the process, the Foundation collaborated to spur real systems change that benefitted individuals, families, and communities. A recent scholarly paper built on that work, helping to make the Foundation’s approach broadly accessible to researchers, academics, and philanthropists. “A Framework for Creating Systems Change,” by Drs. William Brown and Wynn Rosser published in The Foundation Review, presents a new model for systems change. Five of the model’s seven components reflect themes in Changing Systems, Changing Lives. The sixth component slightly shifts the emphasis of the Foundation’s “Engaging with Government” theme, and the seventh highlights the Foundation’s overall approach by including performance measurement as a distinct and separate component of the model.
Download or order a free hard copy of The Nicholson Foundation book, "Changing Systems, Changing Lives"
Read Brown W, Rosser W. "A Framework for Creating Systems Change". The Foundation Review, 2023;15(4):50-6.
ValuesAdvisor, a nonprofit online platform, helps you find the financial expertise needed to implement a mission-aligned investment strategy. Access to ValuesAdvisor is provided at no cost as a benefit of your membership in CNJG.
ValuesAdvisor offers a searchable database of values-oriented investment advisors, who have been suggested by other trusted affinity groups and philanthropy-supporting organizations. The platform offers a simple and dynamic interface that allows you to filter advisor information on data points such as minimum account size, amount of values-aligned AUM, impact themes, service offerings, asset classes, diversity, and other key information. Note: the platform does not collect user data and is committed to preserving the anonymity of the asset owners who use the platform.
To join, visit the ValuesAdvisor website and enter 'CNJG' at checkout to claim your free access.
To Get Started/Questions:
Kate Simpson, Head of Outreach, ValuesAdvisor
Email: [email protected]
If you have an advisor you’ve worked with who has helped your foundation align your investments with your mission, and believe your peers would benefit from working with, you can suggest them for the ValuesAdvisor platform in their short, “Suggest an Advisor Form.”
For more information, please watch this video or download the infographic below.
This work is a joint project of Bridgespan Social Impact, the Global Impact Investing Network (GIIN), PolicyLink, and CapEQ.
Since the social unrest over racial injustice in the summer of 2020, philanthropists, corporations, and impact investors across the United States pledged to invest billions of dollars to advance racial equity. However, recent scrutiny of those commitments reveals that the majority of those dollars remain on the sidelines.
A common hypothesis for the shortfall is the lack of investable “shovel-ready” opportunities. But Bridgespan Social Impact has formally and informally advised organizations seeking to invest for racial equity over the years, and found that hypothesis to be patently untrue. To make the case, Bridgespan is publishing this list of racial-equity funds that emerged from our experience, at the request of multiple funds and potential investors, and alongside the launch of a new racial-equity theme in the IRIS+ family of impact measurement and management guides. It comprises more than 160 funds that explicitly seek to improve the livelihoods of individuals who are Black, Indigenous, and people of color (BIPOC) and their communities. And we’re not done yet.
What is racial-equity investing?
In putting together this list, we chose to characterize “racial-equity investing” as directing capital toward creating equitable opportunities for BIPOC individuals and communities. That often requires shifting decision-making power and redefining risk so that capital flows more freely in service of those opportunities.
Sourcing these funds, we uncovered dozens of creative financing vehicles aimed at building power, creating economic opportunity, and improving livelihoods for communities of color.
Donating money to modify public thinking and government policy has now taken its place next to service-centered giving as a constructive branch of philanthropy. Many donors now view public-policy reform as a necessary adjunct to their efforts to improve lives directly.
This is perhaps inevitable given the mushrooming presence of government in our lives. In 1930, just 12 percent of U.S. GDP was consumed by government; by 2012 that had tripled to 36 percent. Unless and until that expansion of the state reverses, it is unrealistic to expect the philanthropic sector to stop trying to have a say in public policies.
Sometimes it’s not enough to build a house of worship; one must create policies that make it possible for people to practice their faith freely within society. Sometimes it’s not enough to pay for a scholarship; one must change laws so that high-quality schools exist for scholarship recipients to take advantage of.
Yet public-policy philanthropy has special ways of mystifying and frustrating practitioners. It requires understanding of governmental practice, interpretation of human nature, and some philosophical perspective. Public-policy philanthropists may encounter opponents operating from different principles who view them as outright enemies. Moreover, public-policy struggles never seem to end: victories one year become defeats the next, followed by comebacks, then setbacks, and on and on.
This book was written to help donors navigate all of those obstacles. It draws on deep history and rich interviews with the very best practitioners of public-policy philanthropy in America today. Whatever your aspirations for U.S. society and governance, this guide will help you find the best ways to make a difference.