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A CNJG member queried our listserves on policies regarding: 1) number of vacation days for new full-time employees; 2) paid time off (PTO); and 3) working remotely. CNJG compiled the answers from responding members.
There are many ways to start a giving circle. These 10 steps can give you a starting point and a basic roadmap.
Step One - Set Goals and Structure
Bring your group together for a first meeting. Take time at this first meeting to discuss what a giving circle is. Begin the process of setting goals and structure now. Some of the decisions that you may want to discuss at this meeting are:
- How many times will the group meet?
- How will we determine our funding focus?
- Where do we hold meetings?
- Is there a limit on number of participants?
- What is the size or range of the financial contribution each member will make?
- What is the time commitment?
Remember: giving circles go beyond individual “pet” charities to pool your resources for a common goal with greater impact. Members will contribute time as well as dollars in the process.
Step Two – Establish Mission and Commitment
Once the group sets up regular meetings, it is a good idea to:
- Establish a mission
- Agree on common goals and objectives
- Name your group
- Set up an operating structure
Remember: The contribution amount can vary. Circles requirements vary – starting at $10 and going up to $25,000 or more. The group decides what is reasonable for their circle. It is important for the group to agree on the final amount.
Many circles choose one contribution level for everyone. Since no single vote on a potential grantee should outweigh another, many circles find this arrangement the best. Other circles find that a tiered giving structure or anonymous giving meets their needs.
Step Three – Decide Where to Place Your Collective Dollars
At the start of each year, members should make a financial commitment to the giving circle (i.e., write the check). There are options for where your circle members’ money can sit. There are benefits to all the options, depending on the circle’s needs, experience, and structure. Giving circles generally have no administrative “overhead.” Volunteers administer the circle and all dollars go to the designated nonprofit/s. However, some circles have found it useful to pay for administrative costs. They then receive a level of service that they cannot provide for themselves. You can:
- Open a joint bank account. (Check with a professional advisor on the tax implications)
- Partner with an organization that can act as a financial administrator of the funds.
- Establish a Donor Advised Fund at a Community or Public Foundation.
- Create a public foundation.
- Write individual checks to the chosen nonprofit/s.
- Explore other creative options that interest the group.
Step Four – Establish an Issue/Focus Area
This step may take significant discussion. Encourage the group to be as specific as possible. For example, if the group is interested in health issues for women – what specific health issues, age range or demographic? In what geographic area will you focus?
You may also want to invite “experts” to talk to the group. Some circles assign group members to investigate particular issues. Consensus is important when a giving circle decides on its focus area.
Step Five – Create Smaller Work Groups
Having members of the group volunteer for particular tasks will build personal commitment. Smaller groups make task members with different tasks.
Step Six – Develop Process and Criteria for Funding
You may decide to ask for written applications from a charity. Or, you may evaluate a group in another way. Some questions to consider as you determine your funding philosophy:
- How will we decide who receives funding?
- Will we review grant applications?
- Will we visit specific organizations that could “qualify”?
- What kind of a report will we want at the end of the project period from the recipient of these funds?
This process can be simply choosing a recipient organization based on information you gather. Or the process can be more involved. Some circles review written applications, visit the organizations and ask for a presentation on the work the organization does.
If your group is unsure of how to assess an organization, you may want to consider asking someone with a background in grant making or nonprofit administration to give the group assistance.
It is also important at this stage to establish final evaluation criteria. How will you measure your giving circle’s impact? How will the organization/s that receive funding measure the impact of this funding?
Note: Many circles try to match the level of effort they require from the grantee to the amount of money that they have to give. Nonprofits are often understaffed and short on time. It can be a burden for them to create lengthy proposals and reports for relatively small amounts of money.
Step Seven – Define Partnership with Recipient of Grant Award
Do members of your circle want to volunteer for an organization you have funded? Your circle should define in what ways they could offer assistance. Web development, finances, program planning, legal work, and mentoring are some examples of how your members might get involved. Be sure to be clear with the expectations of all involved in this new partnership.
Step Eight – Review Potential Recipients
Conducting site visits with potential grantees can be helpful in the grantmaking process. This is the time to ask questions, get clarification, and see the organization in action.
The group should set aside plenty of time to discuss the potential grantees. Members may feel strongly about funding different organizations. There needs to be time to go through this process to reach agreement.
Smaller giving circles often use a consensus model for decision-making. Larger circles tend to rely on committees and voting systems.
Be willing to take a risk by funding a start-up nonprofit, or by funding a nonprofit that may seem unconventional to traditional funders. Remember you are the “Board of Directors” and can set your own guidelines.
Step Nine – Make Grant Awards
Immediately following the group’s decision, alert the recipient and let them know when they can expect a check. It is good practice to let organizations who are not receiving funds from your circle know of your decision, too.
Step Ten – Evaluate Your Giving Circle
On a regular basis, examine the short term and long term goals of the giving circle. This will help develop a sense of satisfaction with the work you are doing and show how your contributions have made a difference. Try to determine what impact the group has had. Candid feedback from the organizations you have funded and partnered with will be an important ingredient of this process.
CNJG joined 250 delegates from the across the country over 3 days last week for Foundations on the Hill. Joining me, the CNJG delegation included Jeremy Grunin, President, Grunin Foundation, Calvin Ledford Jr., President, and Maria Spina, Manager, PSEG Foundation, Marianna Schaffer, Vice President of Programs, Geraldine R. Dodge Foundation, Catherine Wilson, President and CEO, United Way Greater Newark, and Lucy Vandenberg, Executive Director, Schumann Fund for New Jersey. Lucy serves as the co-chair of the CNJG Leadership and Policy Committee. For the last few years, we’ve also been joined by Linda Czipo, President and CEO, New Jersey Center for Nonprofits. Linda’s voice elevates our conversations and helps ground them in the work nonprofits do every day.
While we were in Washington, the Charitable Act was introduced by Senators Lankford and Coons during a press conference on March 1. The bipartisan bill makes charitable giving available to nonitemizers. Throughout our meetings, we urged our legislators to support this proposal, and hope it will be introduced on the House side soon. Several United Philanthropy Forum staff and FOTH participants attended the announcement, including Calvin, Maria, and Catherine.
CNJG’s Strategic Plan positions the Council to move beyond “defense of the sector issues,” and this year, in addition to advocating for charitable giving, we also advocated for the Nonprofit SEAT Act. This proposed legislation, if done right, could be a game changer. The bill proposes to create the White House Office on Nonprofit Sector Partnership, an interagency council, and advisory board. It directs the Bureau of Labor Statistics to release quarterly economic data on the nonprofit sector in the same way as other industries. While on the Hill, we heard the bill is likely to be introduced in the next few weeks.
In addition to advocating for legislation that supports our work, and educating Congress about the social sector, FOTH also helps build relationships with our Congressional delegation. We were thrilled to meet directly with Representatives Watson Coleman, Kim, and Payne, and newly elected Congressman Kean. Relationship building and partnerships are key approaches highlighted in our strategic plan because they are integral to moving forward philanthropy’s impact.
On Thursday, 3/9 at 12:00 noon, we’ll jointly host with the New Jersey Center for Nonprofits, a webinar outlining the 2023 CDS program with the Office of Senator Menendez. The Congressionally Directed Spending (CDS) program enables members of Congress to allocate existing funding for specific local projects by nonprofit organizations. Senator Menendez’ staff will outline the program, eligibility requirements, and application procedures. We hope you’ll join us, and encourage your grantees and nonprofit partners to attend. Register here.
It was quite an eventful 3 days – advocating for important policy, witnessing the introduction of the Charitable Act, strengthening and building relationships with our legislators, planning a webinar to inform the sector about funding opportunities, and engaging in activities that support our strategic plan.
Another important platform to strengthen and inform both the philanthropic and nonprofit sector in NJ is on May 23. The Conference for the Social Sector: Doing Good Better will explore how funders and nonprofits can address philanthropy’s power imbalances, rethink traditional grantmaking practices to better serve New Jersey communities, and position equity as a driving force. Register today!
Sincerely,
Theresa Jacks, President and CEO
Council of New Jersey Grantmakers
CNJG joined over 350 delegates from across the country for Foundations on the Hill on February 23-26. The event included a policy conference followed by meetings on Capitol Hill. Our delegation was a nice mix of newcomers to FOTH and those with years of experience.
Joining me this year were Board Chair Craig Drinkard; Sharnita Johnson, Victoria Foundation; Board Secretary Kortney Swanson Davis, Forman Acton Foundation; Board members, Jeremy Grunin, Grunin Foundation, and Lucy Vandenberg, Schumann Fund for New Jersey; Bill Engel, The Union Foundation; Carrie Bersak and Jessica Nugent, The Burke Foundation; Sharif Braxton, EQUIP NJ; Naeema Campbell, The Fund for New Jersey; Alma Garcia and Hellen Zamora-Bustos, Equity Ahora (formerly New Jersey Health Initiatives); Jessica Johansen and Shelley Skinner, The Tepper Foundation; Sharese York, Smith Family Foundation; Nelida Valentin, Princeton Area Community Foundation; and Renee Woodside, The Horizon Foundation for New Jersey.
For the last few years, we’ve also been joined by Linda Czipo, President and CEO, New Jersey Center for Nonprofits. Linda’s voice elevates our conversations and helps ground them in the work nonprofits do every day.
Speaking with one voice, we urged our legislators to sign on to the bipartisan Charitable Act (H.R.801/S.317). Congressman Kean co-signed the bill on March 3, 2025. We also took the opportunity to share with our Congressional delegation how changes in federal policy and various executive actions are impacting nonprofits and the communities we collectively serve.
In advance of FOTH, the Center surveyed NJ nonprofits for the New Jersey Nonprofits Trends and Outlook 2025 Report – just released this morning! As part of their survey, they also asked for on-the-ground stories of impact in the face of federal funding freezes and actions from the executive branch. Here’s a sampling of what they heard and what we shared at FOTH:
“As of 2/12/25 our agency had not received over $1.5 million owed on federal contracts for work performed in December and January, and on 2/11/25 we furloughed 46 employees … There are currently 1,000 children in NJ who need services in the database for unaccompanied minors where our program staff are assigned cases…If staff are furloughed or laid off these children will not receive services.”
“It was terrifying--a payroll week. We were afraid that we would not be able to pay contractors for work they had already done. Our refugee assistance programs, which had just expanded, lost funding. We were afraid that we would not be reimbursed for $100,000 in disbursements … we had to let go 2 brand new staff members.”
“[Organization] receives federal funding administered by the state and counties (Aging funds and Ryan White funds). If we lose those funds, we will not be able to serve seniors in Ocean and Union County or people living with HIV in 8 counties in NJ.”
“Our federal grants comprise of about $900,000 in total. These funds are our main lifeline for our mental health counseling and sexual violence programming. Especially those who are already marginalized, underserved and/or at risk are more vulnerable to the funding uncertainties than any other groups…”
FOTH is always an opportunity for us to discuss issues of interest to philanthropy, advocate for policy and legislation that strengthen the philanthropic and nonprofit sectors and build relationships with legislators.
This year, we also had a moral obligation to ring the alarm and make sure our representatives understood how communities are being impacted by a wave of reckless and destructive policy decisions.
Earlier this morning, the Center presented their webinar, "The State of NJ’s Nonprofit Sector", providing a high-level review of the related report. Nearly two-thirds of survey respondents reported that at least some of their funding comes from federal grants or contracts which account for more than 4,500 jobs. These findings tell us that people’s lives and livelihoods are at stake.
The webinar provided a concise list of what funders can do during these especially challenging times:
- Check in with nonprofit partners.
- Provide flexible funding.
- Simplify applications and reporting processes.
- Connect nonprofits to information/guidance (Start here with Resources to Navigate Uncertainty).
- Fund advocacy.
- If possible, please increase your payout.
These recommendations align with Doing Good Better and so much of what we’re hearing from CNJG members and the broader philanthropic sector.
As foundation leaders dedicated to our New Jersey communities, please consider the full range of strategies your organizations can employ during these truly unprecedented times. Manager of Communications Shakirat Odunsi will collect stories from you, our members, about how you are changing/adapting your grantmaking and work in the face of the dramatic policy shifts that are happening in the executive branch. I also encourage you to share those stories directly with your CNJG colleagues via the listservs.
My colleague Linda ended the webinar with, “We are not alone. We can do this together!” And I’ll add - in fact, we must do this together.
In solidarity,
Theresa Jacks, President and CEO
Council of New Jersey Grantmakers
Adopted by the CNJG Board of Trustees October 20, 2023
Each principle begins with a common understanding followed by developmental steps for members beginning to look at these principles as well as the aspiration for each principle. These principles are intended to promote continuous learning, vulnerability, and reflection for how philanthropy can evolve from its historical roots to a more trusting, accountable, and equitable model.
The principles include:
1. Ethical Leadership
2. Stewardship
3. Values
4. Equity & Justice
5. Community Engagement
6. Public Voice
7. Continuous Learning
8. Transparency & Accountability
1. Ethical Leadership
Understand:
We believe that ethical leadership is required to build and maintain community trust in philanthropy. This is achieved through adherence to laws, good governance and community- informed decision-making.
Begin:
We serve our partners and communities in a way that engenders trust. We adhere to all applicable laws and take seriously our fiduciary duties. In order to maintain trust, we seek to continuously improve our governance, decision-making processes and organizational culture.
Aspire:
We actively engage the community in our governance and decision-making, balancing donor intent and community need. We strengthen community trust by including new and diverse voices on our governing bodies and decision-making teams.
2. Stewardship
Understand:
As philanthropic entities established for charitable purposes, we operate with a privileged tax status. We recognize that, in addition to money, foundation assets include investments, relationships, human resources, connections and networks, knowledge and expertise, and stature.
Begin:
We recognize our roles as funders, employers, economic entities and community members. Through each of these roles, we use the wide range of assets held by philanthropy to create positive benefits and impact with our communities.
Aspire:
We use all of our assets to build equity and strengthen communities, as defined by the communities, themselves. We use all available tools such as values-based investing, impact investing and giving beyond any minimum requirements, to generate community benefits.
3. Values
Understand:
Having clear and transparent goals, missions and values allows us to be purposeful in philanthropy and facilitates accountability with communities and stakeholders.
Begin:
Our missions and goals are clearly stated and are transparent to the community. We hold ourselves accountable to them. We periodically examine our missions and goals for relevance, impact and alignment to our values.
Aspire:
We seek to understand and incorporate the values of our stakeholders and the communities we serve into our missions, values and goals. The community participates in examining our mission, values and goals for relevance, and holds us accountable to them.
4. Equity & Justice
Understand:
We recognize two truths. Philanthropy is created to promote the welfare of others. Our commitment to equity requires us to dismantle disparities in access to power, money and resources. At the same time, philanthropy is a system that is built on historical structural inequities and systemic racism. These inequities create a resource gap and power differential between philanthropy and the community.
Begin:
We are in a unique position to promote equity and justice. We seek to understand how intersectional inequities and racism manifest in our philanthropy and our communities. We work to become anti-racist individuals and organizations. In order to advance equity and justice, we listen to the community, honor their story and rely on their lived experience to inform our grantmaking.
Aspire:
We acknowledge our privilege in resources and resulting power. We commit to increase power sharing with our community, especially with communities that have been historically marginalized. We believe in trust and shared power in decision-making, which increases community access to philanthropic resources. This increases equity and makes progress toward dismantling racism and eliminating systemic inequities.
5. Community Engagement
Understand:
Philanthropy works best when it builds long-term community relationships rather than focusing on short-term transactions. Positive impacts increase when we hold mutually respectful, direct relationships with the community. As a result of community engagement, philanthropic efforts become more relevant and donors/grantors more accountable to our community.
Begin:
We listen to the desires of the community and we interact with the community in culturally appropriate, meaningful and respectful ways. We engage in continual and reciprocal listening and learning, cultural curiosity and humility. In our relationships, we respect the community’s time and resources and strive to give more than we receive.
Aspire:
We take time to understand our relationships with the community, align our aspirations and actions, and adjust our work, as needed. We solicit community critique and feedback. We strengthen our grantmaking through power sharing, joint decision-making and funding of solutions defined and led by the community.
6. Public Voice
Understand:
Philanthropic organizations and individual donors enjoy power and influence that we must use responsibly, both individually and collectively, for the greater good. Our public voice augments our grantmaking to demonstrate partnership in communities and to advance our goals.
Begin:
We form our public voice by listening humbly to those with lived experience on issues we seek to influence. We use our collective voice to share knowledge, educate ourselves and others, and impact change on issues that advance equity and strengthen our community.
Aspire:
We amplify the voice of communities that have been historically marginalized. We use our collective voice to impact change in public policy and public opinion on issues important to our communities. We use our resources to amplify community voices and support grassroots organizing and advocacy.
7. Continuous Learning
Understand:
We have unprecedented access to information from local and global sources including science, research and community networks. Our communities offer rich information about the human impact of policies and resource distribution. We are obligated to use various information sources to actively learn and strengthen our practice and allow for vulnerability and openness to the evolution of our work.
Begin:
We are curious about our work and engage in activities that help us to consider new viewpoints and address individual biases. Through a range of learning activities including research, self-assessment, evaluation, professional development and community engagement processes we seek and use information that improves our grantmaking and expands our understanding of the community.
Aspire:
With the community, we engage in ongoing learning and jointly define funding priorities. We respect many cultural ways of learning and knowing and work to achieve individual and organizational cultural competency. We promote continuous learning with our teams and alongside our grantee partners. We improve our work by offering and using peer feedback and being open and vulnerable in the process.
8. Transparency & Accountability
Understand:
Transparency builds trust and strengthens our accountability to the community. By being transparent, we are accountable to our mission, values and goals.
Begin:
We exhibit transparency by being clear, consistent and timely in our communications, decisions and commitments. We share information publicly in order to meet regulatory requirements and uphold community expectations, in the context of our missions. We demonstrate accountability by learning from community feedback and critique.
Aspire:
We consider state and federal regulatory requirements to be the minimum standard of transparency. We excel at transparency and accountability by engaging the community in decision-making and external evaluation of our work