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Foundation leaders have a unique opportunity to serve as powerful champions of their missions. Partnering with your grantees can amplify your impact. The following guide is designed to help you start having an honest conversation in the boardroom; a conversation about your foundation’s goals, approach, and, most importantly, vision for the future.
"Co-Creation" is a case study about the Connecticut Early Childhood Funder Collaborative, a project of the Connecticut Council for Philanthropy. The case study, written by Patricia Bowie, examines co-creation, an emerging systems change collaboration model which grew out of a funder-and-state partnership. This unique partnership led to the creation by executive order of a new and independent Office of Early Childhood, which was formally approved by the Connecticut State Legislature in 2013. The companion piece, "Taking on New Roles to Address 21st Century Problems," looks at co-creation from the perspective of a regional association of grantmakers.
The Connecticut Early Childhood Funder Collaborative comprises 14 funders from around the state who bring many years of experience in supporting and operating programs that serve the needs of children and families.
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 2018 Annual Meeting & Holiday Luncheon pre-meeting workshop with Michelle Greanias from PEAK Grantmaking focused on how foundation CEO’s, program officers, staff, and trustees could engage internally to put values-based grantmaking into practice.
Walk the Talk Video
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.
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.
This guide was designed to help the state’s philanthropic community understand their ethical, legal, and fiduciary requirements and obligations.
President Obama's Hurricane Sandy Task Force released this rebuilding strategy to serve as a model for communities across the nation facing greater risks from extreme weather and to continue helping the Sandy-affected region rebuild. The Rebuilding Strategy contains 69 policy recommendations, many of which have already been adopted, that will help homeowners stay in and repair their homes, strengthen small businesses and revitalize local economies and ensure entire communities are better able to withstand and recover from future storms.
Sample board committee descriptions, including roles and responsibilities of committee members
This tool for unstaffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
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.
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
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.
How the government can partner with impact investors to unleash new capital, talent and energy for maximum impact.
Native Voices Rising is a joint research and re-granting project of Native Americans in Philanthropy and Common Counsel Foundation. This report focuses on the practices and challenges of community organizing and advocacy, focusing on the need for increased investment in and sustained support for American Indian, Alaska Native and Native Hawaiian communities.
Despite a field replete with research, analysis, recommended policies and practices — not to mention an abundance of educational programs and frameworks for grantmaking to diverse communities — philanthropic leaders have been slow to advance these values in their foundations. Philanthropy Northwest (PNW) wondered: what is getting in the way? Why are good intentions, buttressed with theory and practical advice, not achieving better results on measures of diversity, equity and inclusion?
With the support of the D5 Coalition, PNW began a year-long study to explore these questions. The study was divided into two parts. They began with personal interviews of 23 philanthropic leaders in the Pacific Northwest. In order to better understand how these organizations incorporated diversity, equity, and inclusion into their work and workplaces, they collected baseline information about their staff composition, leadership styles, and organizational practices/policies.
This report details their findings. It includes an in-depth look at the peer cohort model, in which ten foundation leaders met regularly to discuss these issues and support each other in advancing their own leadership. It also includes practical lessons about shifting organizational cultures towards greater diversity, equity and inclusion — lessons drawn directly from the experiences of peer cohort leaders.
PNW presented this work in a webinar hosted by the D5 Coalition. The webinar recording and slides are below.