Site Search

This guide was designed to help the state’s philanthropic community understand their ethical, legal, and fiduciary requirements and obligations.

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

New Jersey Impact Investment Landscape Scan

Already, 2025 has been a year unlike any other. The changes in federal policy are coming at a pace we’ve not experienced before. Not even a month in, the new administration immediately issued several significant Executive Orders (EOs), creating uncertainty across the social sector. From attempts to freeze Congressionally approved funding, to efforts banning diversity, equity, and inclusion programs, and questionable tactics to slash the federal workforce; funders and nonprofit partners are gravely concerned about how the fabric of our democracy and the systems of constitutionally mandated checks and balances are fraying right before our eyes. To help you cut through the noise, the National Council of Nonprofits is tracking and continuously updating its analysis of the impact of these EOs on nonprofit organizations in real time.

This is the time to shore up relationships with colleagues and nonprofit partners. I’m grateful that in New Jersey, we have a strong partnership with the New Jersey Center for Nonprofits. Advocacy and policy are at the heart of the Center’s mission. They have been at the forefront of keeping us informed about the Office of Mangement and Budget's (OMB) freezing of federal grants and loans. I encourage you to:

1. Sign up for the Center’s email list for up-to-date, reliable information.
2. Ask your grantees and nonprofit partners to complete the annual NJ Trends and Outlook survey, launched today. This year, the survey is also collecting stories about how executive actions are impacting nonprofit organizations.

On behalf of philanthropy-supporting organizations, United Philanthropy Forum is also mobilizing to serve as a key source for accurate, reliable information with their newly created resource page, “Executive Actions Impacting the Philanthropic & Nonprofit Sectors."

Funders across the country are asking what they can do immediately. As I noted above, leveraging your partnerships and strengthening your relationships is key. Echoing sage recommendations from the Council on Foundations and Grantmakers for Effective Organizations, here are other strategies for your consideration:

• Reach out to your grantees and nonprofit partners – don’t wait for them to reach out to you. They need to hear from you and know that you are championing their often-thankless work.
• Offer flexible funding and move funding quickly. Allow your grantees to repurpose their current grant funding to meet the needs of their organization and those they serve. Giving nonprofits every resource and tool they need to be nimble is critical.
• Share your funding opportunities with the New Jersey Center for Nonprofits to post on their revamped funding page.
• Get comfortable introducing your grantees to new partners, other grantees, and potential funders. This is how we build strong, resilient communities of practice and service.

We’re embarking upon untested times. As we celebrate Black History Month and Women’s History in March, it is important to remember that meaningful change starts and ends with partnership, collaboration, and advocacy. Philanthropy has a critical role to play in this equation.

To help you better understand the federal policy landscape, we’re hosting an eight-part Funder Briefing Series: Making Sense of Federal Policy: Understanding What it Means for
New Jersey, beginning in March. This series will provide an overview of key issues that directly impact philanthropy, and more broadly, the charitable sector. The first session, on March 13 at 4:00 pm., will focus on immigration.

In addition, we will be launching a web page with information and resources to help inform your decision-making, as well as reintroducing our policy infused e-newsletter, CNJG ...for the field. Covering both big 'P' and little 'p' policy issues, the first edition will land in your inbox later this month, providing key updates and relevant articles.

I want to end with some exciting news — Craig Weinrich has been promoted to Senior Director, Member Experience. Craig has been with CNJG for 11 years, and his leadership and dedication have been invaluable to our community. Please join us in congratulating him on this well-deserved promotion!

And channeling Craig – a quick reminder: it’s time to renew your CNJG membership. Please reach out to him if you have questions.

We look forward to engaging with you in the months ahead. Philanthropy has an important role during these tenuous times. Let’s use our collective power for good.
 
In solidarity,

Theresa Jacks, President and CEO
Council of New Jersey Grantmakers

In response to Hurricane Ida and the devastating impact it has had on many New Jersey communities, CNJG has gathered numerous resources, articles, and information on the philanthropic response. CNJG encourages you to share these with your nonprofit and community partners. Please let us know if there is information we have missed.

CNJG Actions

CNJG in partnership with NJVOAD presented a funder briefing for the recovery efforts in New Jersey on September 10.

CNJG has created a new Disaster Response listserve for members to share information and resources, coordinate on funding, and hear about upcoming programs regarding relief and recovery efforts for all disasters that affect New Jersey communities. If you are interested in being on this listserve, please email Craig Weinrich.

At the October 2021 CNJG Board of Trustees meeting, Keith Adams, Executive Director of the NJ Voluntary Organizations Active in Disaster (NJVOAD) gave a presentation on the ongoing challenges facing New Jersey communities. This presentation (below) was the Board’s “Mission Moment” for the meeting, a time to focus on a big picture issue affecting the philanthropic community in New Jersey.

State and National Organizations and Resources

• New Jersey Center for Nonprofits: Hurricane Ida Resource Page
  Resources for nonprofits and small businesses, and information about donations and recovery.
• NJVOAD: Regularly posts updates on their Facebook and Twitter pages like this recent update about Hurricane Ida.
• HELPNJNOW: A website designed to connect resources with up-to-date community needs to best respond to disasters.
• State of New Jersey: Tropical Storm Ida Resource Page
  Information about NJ's response to Ida. This includes more information on the $10 million in financial relief for small businesses impacted by the storm, which will be administered by the New Jersey Economic Development Authority.
• FEMA: Hurricane Ida Response Page
• Assistance for Individuals: DisasterAssistance.gov
  The Disaster Assistance Improvement Program’s mission is to provide disaster survivors with information, support, services, and a means to access and apply for disaster assistance through joint data-sharing efforts between federal, tribal, state, local, and private sector partners.

Recovery can be a long process. For more information on disaster response and recovery, visit CNJG's Disaster Response Resource Page and the Disaster Philanthropy Playbook, designed with the Center for Disaster Philanthropy.

CNJG Member Recovery Funds

Community Chest of Englewood
ReNew Jersey: Ida Relief (at the Community Foundation of New Jersey)
New Jersey Economic Development Authority
United Way of Greater Newark

Other Recovery Funds

New Jersey Ida Just Recovery Fund

Articles

NJ Spotlight: Storm’s damage might boost support for more aggressive climate policy, experts hope (9/6/2021)
Center for Disaster Philanthropy: 4 Days After Hurricane Ida: A Q&A with Lori Bertman (9/2/2021)
The Philadelphia Inquirer: How to help victims of Ida from Philly (& South Jersey) (9/2/2021)
Northjersey.com: Ida has wreaked havoc across New Jersey. Here's how to help victims (9/3/2021)
NJ.com: Ida’s aftermath: How to find help, how to offer help (9/3/2021)
NJ.com: Here’s how to help Ida recovery efforts in New Jersey (9/2/2021)
NBCNewYork.com: Ida Tri-State Resource Guide: How to Help, List of Emergency Services and More (9/2/2021)
Patch.com/New-Jersey/Bridgewater: Fundraisers, Donations Set Up To Help Somerset Co. Flood Victims (9/3/2021)
NJBiz: Federal government rolling out SBA loans for Ida-hit NJ businesses (9/8/21)
Patch.com/Newark: Here’s How One Local Nonprofit Aims to Help Newark Residents Impacted by Tropical Storm Ida (9/8/2021)
Center for Disaster Philanthropy: Supporting long-term recovery groups: Funding in the chaos of disaster (9/18/2021)

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.

The Council of New Jersey Grantmakers joins the Funders’ Committee for Civic Participation’s Funders Census Initiative, the United Philanthropy Forum, and philanthropy-serving organizations around the country in asking our members to commit to supporting and encouraging a fair and accurate census.

“Census Day,” April 1, 2020, is here and the time to act is now.

More than $800 billion annually in federal assistance to states, localities and families is distributed based on census data; yet historically, the census has missed disproportionate numbers of people of color, young children and the rural and urban poor, leading to inequality in political power and inaccessibility to public funding and private investment for these communities. Going into 2020, additional communities, including immigrants, refugees, unmarried women and the LGBTQ community are at risk of being missed.

Of that $800 billion, $17.56 billion distributed to our state is based on census data. Furthermore, in the 2010 census, return rates for New Jersey’s cities were very low: 55% in Newark, 50% in Irvington, 55% in Orange, 55% in Atlantic City, 56% in New Brunswick, 59% in Trenton, 60% in Paterson, and 61% in Camden. These communities are among those labeled Hard-to-Count (HTC). Being hard-to-count can lead to unequal political representation and unequal access to vital public and private resources for these groups and their communities. Our state has so much at stake, and we need to ensure a full, fair and accurate census. Without accurate census data, the communities you care about could see less investment in their vital public and private resources.

The Fund for New Jersey has created a website, which includes interactive maps to find Hard to Count areas, resources, and news. The Fund reminds us that almost everything we know about our communities comes from information collected during the census and its related surveys. Read The Fund for New Jersey’s policy paper, Toward a Fair and Accurate Census 2020 and a Timeline for Philanthropy, and download their checklist for outlining a number of ways philanthropy can support Census 2020.

The 2020 Census is facing unprecedented challenges, including years of underfunding, a climate of fear, and the challenges of the first “high tech” census.

Ways to Help

1. Review the Funder Menu of Options created in partnership by United Philanthropy Forum and the Funders Census Initiative (FCI 2020) to help funders identify what they can to do.
2. Join the Funders Census Initiative Working Group. As a working group member, you’ll have access to the core listserv for funders to connect on their work at the national, state and local levels. There is no cost, and you don’t need to be a FCCP member to join.
3. Sign up to get ongoing updates from the Census Bureau, including America Counts: Stories Behind the Numbers, the latest news, Tip sheets, and Stats for Stories. You can also partner with our Census Regional Office.
4. Talk to your grantees about the importance of a full and accurate 2020 Census, and what it means for their community and their work. Encourage them to get involved by sending them this message, and sharing this write up for use in their e-communications.
5. Advocate for a fair and accurate census, and for the resources to support a complete count in your community and statewide.
6. Share information on your website; via mailings, e-blasts and social media; and at your board and staff meetings to inform people why the census matters to your community and your grantees.
7. Join the Census 2020 NJ Coalition, a statewide outreach and awareness campaign to coordinate nonprofit and community-based efforts to ensure an accurate 2020 Census count in New Jersey. The Coalition is working together with the State of New Jersey Complete Count Commission and the U.S. Census Bureau to make sure the public has clear, accurate information about the importance of the upcoming Census.
8. Keep the Council of New Jersey Grantmakers up to date on what you are doing. Please contact Theresa Jacks, Deputy Director for more information.  

It is difficult to overstate the importance of a fair census count. When census information is not accurate, it threatens to muffle the voices of undercounted groups and regions, and undermine the basic political equality that is central to our democracy. Institutions across the country, including local and state governments, businesses, nonprofits and foundations, routinely rely on data from the census to allocate funding, define where services are delivered, and promote economic development. Thank you for your commitment to making sure that everyone counts!

Websites to Visit

• The Census Project
  A broad-based network of national, state, and local organizations that supports a fair and accurate 2020 Census and comprehensive American Community Survey (ACS — the modern version of the census “long form”). Participating stakeholders represent a diverse range of American sectors that rely on objective data for decision-making and promote civic engagement: business and industry; civil rights advocates; state and local governments; social service agencies; researchers and scientific associations; planners; foundations; and nonprofits focused on housing, child and family welfare, education, transportation, and other vital services.
• Funders Census Initiative
  A project of the Funders Committee for Civic Participation, a philanthropy-serving organization spearheading Census-related work and information for funders.
• United Philanthropy Forum
  The largest network serving philanthropy in America, consisting of regional and national philanthropy-serving organizations (PSOs). Through the Census 2020 Project, the Forum is working with members to mobilize regional funders to advocate for policy improvements for the 2020 census, and to raise awareness and understanding of the importance of a fair and accurate census count to philanthropy. CNJG is a member of the Forum.
• United States Census Bureau
  The Bureau's mission is to serve as the leading source of quality data about the nation's people and economy and is the federal government’s largest statistical agency. The Decennial Census is the once-a-decade population and housing count of all 50 states, the District of Columbia, Puerto Rico and the Island Areas as required by the U.S. Constitution. The results of the decennial census determine the number of seats for each state in the U.S. House of Representatives and are used to draw congressional and state legislative districts and to distribute more than $675 billion in federal funds each year.
• NJ Department of Labor and Workforce Development
  NJ's governmental department that works with the Census Bureau to conduct the census in New Jersey.
• Advocates for Children of New Jersey – Census 2020 NJ
• The Leadership Conference on Civil & Human Rights – 2020 Census

Resources to Use

• 2017 CNJG Conference – Luncheon Keynote: The Linchpin – Why the 2020 Census Matters
• Mapping Hard to Count (HTC) Communities for a Fair and Accurate 2020 Census
• The Census Project: Fact Sheets and Reports
• The Census Project: Monthly Updates
• The Census Project: Recent Media
• Census.gov: Community Outreach Toolkit
• NJ Complete Count Commission
• 2020 Census Operational Timeline
• Response Outreach Area Mapper
• Census Solutions Workshop Toolkit
• Map Showing Contact Strategies for Hard to Count Communities
• 2020 Census Complete Count Committees
• Get Out the Count Toolkit

Webinars to Watch

• What Funders Need to Know About Census 2020 Operations
• Johnson Center Podcast: This One Counts
• Brennan Center for Justice: The 2020 Census: What's at Stake
• Census Day 2019 Press Briefing (4/1/2019)
• FCI Briefing Series: Census 2020 Messaging Testing Results – presented by Color of Change
• FCI Briefing Series: Census 2020 Messaging Testing Results – presented by National Association of Latino Elected and Appointed Officials
• FCI Briefing Series: Census 2020 Messaging Testing Results – presented by Asian Americans Advancing Justice
• FCI Briefing Series: Census 2020 Messaging Testing Results – presented on Messaging Studies with the Census Bureau
• FCI Briefing Series: Census 2020 Messaging Testing Results – presented by National Congress of American Indians
• FCI Briefing Series: Census 2020 Messaging Testing Results – presented by the Arab American Institute and American-Arab Anti-Discrimination Committee
• FCI Briefing Series: Census 2020 Messaging Testing Results – presented by San Joaquin Valley Health Fund: Census Research Project

Articles to Read

• CityLab: Ex-Census Director: Citizenship Question Is 'a Tremendous Risk' (2/27/2018)
• ProPublica: The Trump Appointee Behind the Move to Add a Citizenship Question to the Census (3/7/2018)
• FiveThirtyEight: A Million Children Didn’t Show Up In The 2010 Census. How Many Will Be Missing In 2020? (3/19/2018)
• Governing: A Census Citizenship Question Wouldn't Just Impact Blue States (3/28/2018)
• ScienceMag: 2020 census gets huge budget boost, but addition of citizenship question worries critics (3/27/2018)
• Governing: A Census Citizenship Question Wouldn't Just Impact Blue States (3/28/2018)
• TheIntercept: COUNT DOWN: How the Trump Administration Is Botching Its Only Trial Run for the 2020 Census (3/31/2018)
• ScienceMag: Trump officials claim they can avoid 2020 census problems caused by controversial citizenship question (4/13/2018)
• The Chronicle of Philanthropy: Foundations Push Census Turnout in Worrisome Times (5/7/2018)
• ScienceMag: More money, more worries: 2020 census plans continue to generate controversy (5/15/2018)
• The Census Project: Senate Appropriators Strongly Urged to Support House Level of Funding for 2020 Census in FY19 Appropriations (6/5/2018)
• The NonpPofit Times: Nonprofits Already Eyeing 2020 Census, $800 Billion At Stake 6/6/2018)
• NPR: Documents Shed Light On Decision To Add Census Citizenship Question (6/10/2018)
• The Census Project: June 2018 Census Project Update (7/10/2018)
• City Lab: A Visual History of the U.S. Census (7/29/2018)
• The Chronicle of Philanthropy: Every Person Counts: Why the Census Must Be Rescued (7/31/2018) - Subscription access
• Inside Philanthropy: Census 2020: How Is Philanthropy Responding to the Citizenship Question? (8/2/2018)
• The New York Times: Why the Government Wants to Know Your Citizenship Status (8/4/2018)
• Insider NJ: Rice Bill to Create NJ Complete Count Commission for 2020 Census Signed into Law (8/25/2018)
• Pacific Standard Magazine: Census Bureau Economists Provide More Evidence Against the Citizenship Question (8/31/2018)
• NJ Spotlight: State's Complete Count Commission Knows NJ Can't Afford a Sloppy Census (9/6/2018)
• NorthJersey.com: Paterson looks to ease immigrants’ fears that could depress its Census count. (9/19/2018)
• Governing: With 2020 Census Looming, Governments Face Many Unknowns (11/2018)
• City Lab: Would Top Census Officials Hand Over Citizenship Status Data? (11/20/2018)
• The Washington Post: Senate confirms new Census Bureau director as 2020 survey approaches (1/3/2019)
• NPR: Senate Confirms Trump's Census Bureau Director Nominee Steven Dillingham (1/9/2019)
• Press of Atlantic City: Census Complete Count Commission holds first meeting (1/10/2019)
• NPR: Judge Orders Trump Administration To Remove 2020 Census Citizenship Question (1/15/2019)
• GW Institute of Public Policy: Counting for Dollars 2020: The Role of the Decennial Census in the Geographic Distribution of Federal Funds (2/13/2019)
• The Census Project: Census Experts Commend Updated Study Showing Almost $9 Trillion Next Decade from Feds to States Depends on 2020 Census (3/8/2019)
• Nonprofit Quarterly: 3rd Judge Rejects Census Citizenship Question as US Supreme Court Date Looms (3/8/2019)
• NJ TV Online: NJ commission works toward ‘complete count’ for 2020 census (3/22/2019)
• NPR: What You Need To Know About The 2020 Census (3/31/2019)
• NJ Spotlight: NJ Urged to Put More Money and Speed into 2020 Census Preparations (4/1/2019)
• Inside Philanthropy: Census 2020: Inside Efforts to Make Sure Rural Communities Count (4/4/2019)
• Governing: In the Trump Era, Muslim Immigrants Distrust the Census (4/8/2019)
• Brookings : A year before the 2020 census, experts share four key insights (4/23/2019)
• NextCity: How Cities Plan to Save the Census (4/26/2019)
• Nonprofit Quarterly: Who Will Be Counted in the US Census? (4/29/2019)
• NJ Spotlight: Is NJ Prepared to Spend $9M - $1 per Person - to Ensure Accurate Census Count? (4/30/2019)
• Nonprofit Quarterly: Legal Advocates Speak Out about the Dangers of Weaponizing the Census (5/1/2019)
• NJ Spotlight: Census 2020: Innovation Could Boost Participation - But it Won't Come Cheap (6/11/2019)
• Science: In killing citizenship question, Trump adopts Census Bureau’s preferred solution to a thorny problem (7/11/2019)
• Governing: Citizenship Question Permanently Blocked From 2020 Census (7/17/2019)
• Federal Times: Why the 2020 census will have fewer personnel and offices (7/19/2019)
• CNBC: Experts are worried the census will once again undercount kids younger than 5 (7/29/2019)
• American Library Association: Libraries and the 2020 Census (8/1/2019)
• NJ Spotlight: Relief that $125M for upgrades to NJ libraries finally on the horizon (8/6/2019)
• NJ.gov: The State of New Jersey announces a grant program to support efforts to make sure that everyone in New Jersey is counted (9/6/2019)
• Nextgov: Census is Asking the Public to Help Fight Misinformation Ahead of 2020 (9/11/2019)
• US News: How Cities Can Make the 2020 Census a Success (9/12/2019)
• Federal News Network: Census Bureau stands up ‘fusion center’ to combat misinformation during 2020 count (9/12/2019)
• NPR: Census Bureau Fights To Prevent Spread Of Misinformation (9/13/2019)
• Reddit: Everything you wanted to know about the 2020 census (but didn't know who to ask) (10/13/2019)
• NJ Spotlight: Efforts Underway to Maximize Census Count in New Jersey (10/18/2019)
• NJ Spotlight: Census Bureau Needs 45K Temporary Workers in NJ for 2020 Count (10/23/2019)
• NJ Spotlight: Working to Overcome Census Limitations to Make New Jersey’s Count Count (12/12/2019)

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.