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You don’t need to be a technologist to understand that Artificial Intelligence (AI) is changing our world, including philanthropy and the nonprofit sector. 

As you attend next month’s CNJG 2024 Spring Colloquium – A Conversation for the Social Sector on June 18, consider what philanthropy does best as the conversation unfolds. Philanthropy takes risks. Philanthropy tests new ideas and concepts, that can then be scaled. Philanthropy drives experimentation. Philanthropy convenes thought leaders, practitioners, and community voices, to engage in full and deliberate conversations.

We’re excited to welcome Jean Westrick, Executive Director of the Technology Association of Grantmakers (TAG), to moderate the morning panel session. TAG and Project Evident recently released their Responsible AI Adoption in Philanthropy framework to help grantmakers adopt AI in a manner that aligns with their mission. Jean will help us dig deeper into the framework during an afternoon session. Not only does the framework provide practical guidance, it is a clarion call for philanthropy to play a crucial role in advancing the responsible use of AI for nonprofit enablement. 

Understanding this seminal role, last year, ten major foundations announced a $200 million investment to ensure AI advances the public interest. The investment is centered around five areas of need including: ensuring AI advancements protect democracy and the rights and freedoms of all people, empowering workers to “thrive amid AI-driven changes,” and supporting the development of AI international norms and rules. 

Colloquium panelist Don Chen, President and CEO of the Surdna Foundation, recently spoke at the Partnership for AI’s 2024 Philanthropy Forum. There he discussed the importance of working with partners to make investments in responsible infrastructure. He expanded on these ideas, encouraging ongoing AI conversations to be reparative and healing, especially for racial equity and justice.

Governor Murphy created the New Jersey State Office of Innovation in 2018 to "improve the lives of New Jerseyans by solving public problems differently.”  Colloquium panelist Dave Cole, Chief Innovation Officer, in a recent StateScoop Priorities Podcast, shared his commitment to solving problems for NJ residents using human-centered design and leveraging AI to improve services. The practical and pragmatic conversations about AI are central to philanthropy’s role in harnessing technology for good. 

Our third panelist, Rachel Kimber, joined fellow social sector leaders in calling for philanthropy to move forward with “responsible AI development and adoption.” Published by the Center for Effective Philanthropy, the blog Responsible AI: How Philanthropy Can (and Should) Support the Movement outlines four critical concepts for philanthropy: drive sector-level vision, fund the back-end, develop guidelines, and invest in equitable innovations. 

I encourage you to review the resources we’re gathering on the Colloquium web area to further inform your thinking. 

While AI and analytical technologies are revolutionary tools reshaping industries, as Vilas Dhar, Patrick J. McGovern Foundation, said in an interview with the Chronicle of Philanthropyrecently, “These conversations are very rarely actually about technology.” In the article, How A.I. Could Solve Humanity’s Biggest Problems — If Philanthropy Catches Up, Dhar implores philanthropy to look closely at how AI is changing our world and challenges us to examine how philanthropy must change. Indeed, philanthropy has several roles to play, including fueling the big picture and visionary conversations, and helping to drill down on the more practical applications of AI for grantmakers and nonprofits in support of a just and equitable world.

Join us at the CNJG 2024 Spring Colloquium: A Conversation for the Social Sector - Empowering the Future: Harnessing AI and Data for Philanthropic Social Impact on Tuesday, June 18, to engage in these big, bold, and transformative conversations. 
 
We look forward to seeing you there!
 
Sincerely, 

Theresa Jacks, President and CEO
Council of New Jersey Grantmakers

"Find people who will make you better."

—Michelle Obama

The day has arrived. It is my last day serving as President and CEO of the Council of New Jersey Grantmakers. In a few days, I will step over to your side of the aisle in my role leading the Champlin Foundation.

As I said at that beautiful and overwhelmingly wonderful farewell gathering last week, it has been an extraordinary gift and a profound privilege to serve in this role these past 13-plus years. And I feel very good about leaving this precious network in the hands of the exceptional team of Pat Foo, Theresa Jacks, and Craig Weinrich, along with the very capable interim leadership of Jon Shure and Connie Ludwin.

I’ve been struggling with what to say in my farewell message to all of you, the spectacular membership of the Council. First and foremost, I want to express my thanks and gratitude.

Thank you for the deep and wide education I’ve received these past 13 years because of all you do and want to do better. I’ve often said the best thing about this job is that I get to learn a little bit about a lot of different things because the membership has such fascinating and intensely important interests. I have gratitude for the amazing relationships I’ve been able to have with some of the smartest, kindest, most thoughtful, and creative people imaginable.

I also am enormously grateful for the opportunities I’ve been given.

• My year in Lead New Jersey that really laid so much of the groundwork I needed for CNJG’s programming and affinity groups.
• My two-month sabbatical that led directly to our Race, Racism and Ramifications for Philanthropy learning journey.
• The privilege to serve on the board and then chair our national network, the United Philanthropy Forum.
• And, the ability to help the Council make a meaningful difference in our field and our state through initiatives like Facing Our Future, the Disaster Philanthropy Playbook and our post-Sandy work, as well as creation of CNJG’s Guiding Beliefs and Principles.

Here is what is at the heart of all of it though: When a funder joins the Council it means they recognize they cannot do their best work in a vacuum or in isolation. They realize the need to find people who will make them better, just as I reference in Michelle Obama's  quote above. They want to be smarter, work more thoughtfully, be truly effective. The Council is at its best when our members come together to learn, share ideas and strategies, collaborate, and be open to innovation. When I was given the gift of leading the Council, my mother would ask me to explain again what it was I would be doing. My response to her became my consistent little “elevator speech" for years to come. “My organization helps those that make grants be the best grantmakers they can be.”

As you all know well, working as a funder can get pretty heady. How does the joke go? Congratulations, you got a foundation job. You’ve now told your last bad joke. The power imbalance is so extreme.

What I’ve learned is that the best funders are the ones that really listen, not talk at their grantees about what they ought to be doing. Respect, faith, and appreciation for the people working in nonprofit charities is the hallmark of their approach. The best funders are the ones that show up as planned, on time for meetings and site visits, that don’t make an applicant jump through endless hoops for a grant -- especially a small grant.

The funders I’ve come to admire most are those that seek to understand a charity’s work and trust the expertise and wisdom of its executive leadership. These funders don’t micro-manage, mansplain, second-guess, or over burden. These funders recognize the power dynamic at play yet seek candid, colleague-to-colleague conversations and problem-solving with nonprofit leaders. They power-up nonprofit colleagues instead of powering over them.

These are just some of the marvelous lessons you’ve shared with me over the years, and I’m grateful to have them as I head into the role of a grantmaker for the largest private foundation in a small but mighty state.

With bountiful thanks and appreciation,

Nina Stack, President
Council of New Jersey Grantmakers

I hope you had a wonderful and relaxing summer. For many, summer offers a time to move at a slower pace, and perhaps take some time for reflection and recharging. I hope you were able to do some of that at least during your official “away-from-the-office” vacation time.

As summer wanes and we come back to our offices, Governance Committee co-chairs, Craig Drinkard and Justin Kiczek, have extended an invitation – if you are interested in serving on the CNJG Board of Trustees, or know someone who would make a good trustee, please complete the application form, and email it to Office Manager Dana Schwartz, along with a brief biography, no later than September 13, 2023. Read Craig and Justin’s full letter.
 
The Board will present a slate of candidates to CNJG members at the annual meeting of members. Please save the date - the CNJG Annual Meeting & Holiday Gathering is on Thursday, December 14 at the Crowne Plaza Edison. Registration will be available soon.
 
In reviewing the nominations for board service, the Governance Committee considers participation and engagement in at least one CNJG committee, and/or serving as co-chair of a Council affinity group. Standing committees of the board include Audit, Finance, Governance, Member Engagement, Leadership and Policy, Racial Equity, Signature Programs, and Strategic Plan Implementation. Most committees meet at least twice a year. Committees focus on a specific issue or task, and ensures the board’s overall work is divided into manageable tasks. Committee participation is open to all CNJG members. If you are interested in learning more and/or serving on a committee, please let me know. Committee work allows you to expand your personal network and build relationships with colleagues, demonstrate and develop your own leadership, and gain new knowledge and skills that you might not regularly use in your day-to-day role. You’ll also be contributing to the success and future of CNJG, as well as helping to move forward the 2023 - 2025 Strategic Plan.
 
If you are already chairing a committee or affinity group, or serving on a committee – thank you for your leadership!  We’re so grateful for your dedication and support. If you are interested in joining a committee, please reach out to me. Thank you!
 
Welcome back from the summer – I hope to see you at an upcoming CNJG program, and at the CNJG 2023 Annual Meeting & Holiday Gathering on December 14.
 
Sincerely,

Theresa Jacks, President and CEO
Council of New Jersey Grantmakers

Alexis Bivens, Vice President of Strategic Initiatives and Managing Director of the Supporting Organizing Work Funders Collaborative, Connecticut Council on Philanthropy, presents the process and progress of how an affinity group transformed into a funders collaborative, how it was resourced, and challenges along the way.

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

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.