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Retributing Power by Simplifying and Streamlining Processes
Sisters of St. Joseph Health & Wellness Foundation

When Beth Collins joined the Sisters of St. Joseph Health and Wellness Foundation as the new Executive Director, she knew that the foundation could be doing more to support its nonprofit ecosystem. With a background in direct service, Beth remembered when she was on the other side of the funding relationship – sometimes spending hours writing lengthy application materials or digging up data to meet reporting requirements, all while juggling her never-ending to-do list. By aligning the values of Trust-Based Philanthropy to the virtues and mission of the Sisters of St. Joseph, she has catalyzed a shift toward redistributing power in its community partnerships.

This power shift began when Beth started a conversation about values with the foundation board. By approaching the board with curiosity and bringing the voice of the community into the conversation, she set the tone for trust, openness, and an ongoing dialogue. The Foundation is now working toward fully embodying its values in its practices. The Sisters of St. Joseph have expanded their general operating support portfolio, shifted the bulk of the application process from applicants to the Foundation, replaced written reports with honest conversations, and created more opportunities for the public to provide feedback and engage in candid dialogue with the board. Focusing on only the essential information for applications and reporting has enabled staff to redirect their time and energy to develop wholehearted relationships with community partners. By starting with the why, Beth is leading the Foundation toward a clear vision for the how: “Trust Based Philanthropy is about humility – at Sisters of St. Joseph, we recognize that we are just one piece of the puzzle – and we are encouraging others to think outside of themselves.”

Offering Support Beyond the Check
Liberty Hill Foundation

A community-funded foundation since day 1, Trust Based Philanthropy is at the core of the Liberty Hill Foundation. Centered on social justice campaigns, research, and policy initiatives designed to drive systemic change, Liberty Hill Foundation refers to itself as a "Laboratory for Social Change Philanthropy”. When Julio Marcial stepped into the role of Senior Vice President of Programs, he looked beyond the funding and considered the myriad of ways the foundation can support community partners beyond the check by connecting them to other funders and donors. As a member of several pooled funds in Los Angeles, Liberty Hill Foundation proactively seeks opportunities that will benefit their community partners. The Foundation has introduced many funders in their circle to Trust Based Philanthropy principles – this has sparked several conversations at other foundations serving Los Angeles county, several of which have since shifted their practices. Beyond private and public foundations, Marcial advocates for a push to Trust Based Philanthropy in California state funding agencies.

The Liberty Hill Foundation embraces itself as a fundraiser for its nonprofit partners and its responsibility for the Los Angeles community. The Foundation raises the funds and opens doors for nonprofits and then “steps out of the way,” says Julio. According to Julio, partnerships are the key to maximizing trust and impact in the community: “We can't do this without our partners, peers, and donors. We need to call each other out – and to call each other in.”

Leading with Trust, Transparency, and Responsiveness
Headwaters Foundation

Headwaters Foundation is a health-conversion foundation working side by side with the community to achieve better outcomes towards a healthy and thriving Western Montana. Brenda Solorzano, CEO of Headwaters, has been at the helm of the foundation since its inception in 2017. With over 20 years of experience in traditional philanthropy, Brenda began asking big questions about standard philanthropic practices. Brenda is especially focused on tapping into the collective knowledge and experience of the community to create impactful systems. Early on in her tenure as CEO, Brenda shared her vision for Trust Based Philanthropy with the foundation’s board and they have supported her as she’s stewarded the foundation through its strategic planning process.

Community input and feedback was important to Brenda. With the board’s support, she took this a step further by engaging the community as co-creators and decision-makers. To accomplish this, Brenda invited 600 nonprofit representatives across the state to the table to share their thoughts. Brenda asked each person 2 questions: “If you were in my seat, what do you think the foundation should prioritize?” and “What’s the biggest challenge in your work?” By creating a space for open dialogue, Brenda took the pulse of the real challenges in Western Montana communities.

Soon after her introduction to Western Montana’s nonprofit sector, Brenda called on the community again to help design the foundation’s strategic focus. She hosted a series of public community meetings in each of Montana’s 15 counties. Headwaters facilitated a design-thinking process for members to discuss their challenges and co-create solutions. Two key strategies emerged: upstream systems and social change determinants prioritizing children and Indigenous populations.

Brenda engaged the community as decision-makers as Headwaters explored partner organizations for the foundation’s child thriving portfolio. The community nominated and voted on non-profit partners in a live meeting. This was a new approach and even some staff were nervous about the outcome. Headwaters proudly reports that a few years later, many of the organizations selected have grown to become blossoming collaborations. Grounded in Trust-Based principles since its inception, Headwaters is an exemplar of what it means to Do Good Better. Brenda says, “Trust Based Philanthropy is about starting from a place of trust.”

Co-Creating Goals by Soliciting and Acting on Feedback
T. Rowe Price Foundation

When John Brothers joined T. Rowe Price Foundation as President in 2015, the Foundation’s home in Baltimore was in the midst of social unrest following the tragic murder of Freddie Gray, a 25-year old Black man arrested over his legal possession of a knife and sustained injuries while being transported by the Baltimore Police. The T. Rowe Price Foundation recognized that it was a critical time to pause and listen to the Baltimore community. Within months of joining the Foundation, John Brothers and the Foundation team began an ongoing dialogue within Baltimore – in homes, places of worship, and community spaces. By leaning into the expertise and experience of community partners, John developed the T. Rowe Price’s Theory of Philanthropy, which mirrors principles to those similar to Trust-Based Philanthropy.

T. Rowe Price’s Theory of Philanthropy centers long-term impact by strategic investments in areas identified in partnership by those who live and work within the Baltimore community. The Foundation and community partners co-define a vision for success and community partners are trusted with the agency to make decisions in pursuit of shared goals. T. Rowe Price’s Theory of Philanthropy is considered a distinct model among other large corporate foundations. When asked how John managed to gain board consensus on this novel approach, he characterized the Theory of Philanthropy with a business metaphor: “People don’t buy stocks for an iPhone – they invest in Apple.” The Foundation focuses on supporting nonprofit organizations in a holistic way. By listening to the community early on, John shifted the Foundation’s approach from funding a variety of important, yet disconnected, programs to a co-creating strategic investment of capital and other support on more focused efforts that will have a lasting impact. To learn more please visit troweprice.com/foundation.

Doing Good Better, a partnership of the Council of New Jersey Grantmakers and the New Jersey Center for Nonprofits, is a community of funders and nonprofits taking action against the power imbalances and racial inequities in philanthropy, nonprofits, and government.

This weekly conference call series welcomed New Jersey-based grantmakers along with national funders and provided an opportunity for grantmakers to hear from a wide range of experts in the field of disaster philanthropy. This series started on September 9, 2013 and concluded on November 4, 2013. The written summaries of each recording are listed below.

The Trust-Based Philanthropy Project is pleased to announce a six-part webinar series addressing common questions, clarifying misconceptions, and exploring ways to overcome obstacles in implementing trust-based philanthropy. CNJG is pleased to share this opportunity with our members.

Series Description: Trust-based philanthropy is a philosophy and approach rooted in values of relationship-building, mutual learning, and systemic equity – with a vision of advancing a healthier and more impactful nonprofit sector. While this approach is generally associated with six core grantmaking practices such as multi-year unrestricted funding and streamlined paperwork, the day-to-day work of trust-based philanthropy is very nuanced and dynamic. In fact, funders who have embraced this approach are finding that it requires ongoing self-reflection and rigor with regards to how they think about – and evolve – many of the deeply embedded practices and assumptions of traditional philanthropy.

Given these nuances, it is not surprising that there are many questions and occasional misperceptions about what it actually means to embody trust-based philanthropy in practice. In this 6-part webinar series, the Trust-Based Philanthropy Project will explore some of the most commonly asked questions and the underlying misperceptions that may be roadblocks to understanding and operationalizing trust-based philanthropy.

Each session in the series will focus on a frequently asked question from the field, and will feature perspectives from foundation leaders and others who have grappled with similar or related questions. At the end of each session, participants will walk away with: 1) a deeper and more nuanced understanding of the underlying cultural philosophy of trust-based philanthropy; 2) tips for how to think about and approach these nuances in their own work; and 3) talking points for how to answer these FAQs when they come up from colleagues or peers.

Each session will also provide dedicated space for small-group peer dialogue (among CNJG members) about ways to implement these practices into your grantmaking.

Who should attend: Anyone in a grantmaking role that is curious about understanding the nuances of trust-based philanthropy and how it applies to your work. This series will be ideal for those who have some baseline familiarity with trust-based philanthropy and have questions about how it manifests in practice.

Please note: this webinar series is separate from CNJG’s 2023 Conference for the Social Sector, which features an in-person luncheon keynote by the Trust-Based Philanthropy Project. CNJG’s conference is open to both funders and nonprofits, so the keynote will differ from this series. Because CNJG’s Doing Good Better initiative leans on the principles of Trust-Based Philanthropy, we encourage our members to register for these sessions - as time allows - for funders to learn about different approaches to changing systems in New Jersey.

Demystifying Trust-Based Philanthropy Series Sessions
Session #1: Does Trust-Based Mean Unconditional Trust?
Session #2: Does Unrestricted Funding Automatically Make a Funder Trust-Based?
Session #3: How Do We Approach Risk and Due Diligence in Trust-Based Philanthropy?
Session #4: What Does Grantee Accountability Look Like in Trust-Based Funding?
Session #5: How Do You Measure Impact in Trust-Based Philanthropy?
Session #6: What Does Racial Equity Have To Do With Trust-Based Philanthropy?

Resources
Recording: Session 3: How Do We Approach Risk and Due Diligence in Trust-Based Philanthropy?
Transcript: Session 3: How Do We Approach Risk and Due Diligence in Trust-Based Philanthropy?
Presentation: Session 3: How Do We Approach Risk and Due Diligence in Trust-Based Philanthropy?
Trust-Based Philanthropy Peer Exchange for Grantmakers
The 6 Practices of Trust-Based Philanthropy
Trust-Based Philanthropy in 4D Overview
Legal Considerations for Trust-Based Philanthropy
How to Show Up in a Trust-Based Way

Share your giving data and Get on the Map!

Your data will power valuable resources for your organization and our region including access to the CNJG Foundation Funding Map and COVID-19 Funding Map on the powerful interactive searchable mapping platform, engineered by Candid.

How to share your data

Export your grants data from your software system.

Most grants management software products have documented how to export the information.

If you don’t see your software provider on that list, download their eReporting template, an Excel spreadsheet, which you can use to complete the information they need.

Submit your data to Candid by emailing the completed template with your data in it to [email protected] and cc Craig Weinrich.

You can also follow the detailed instructions on this page.

Candid will make every effort to post your data to the map within 5 business days.

Get the answers to your Frequently Asked Questions including:
What information do I need to provide?
Why is it important to provide a grant description?
How is my grants data coded by Candid?
How frequently should I share my grants data?
How quickly will my information appear on my complimentary map?
Can I embed my complimentary map on my website?
What should I do if corrections need to be made to my data?
How will my grant information be used and shared?
How do I responsibly share sensitive grants data?

One year from now the 2020 Census will be in full swing. This nationwide, constitutionally-mandated count, conducted once every ten years, is our opportunity to ensure that New Jersey residents are accurately counted to secure the resources needed to support our communities. Nationally, more than $800 billion in federal funding as well as fair, proportional voting representation are at stake. In New Jersey, allocations from 16 federal programs including Medicaid, education grants, and even highway planning and construction are allotted based on the census count. This totaled over $17 billion in 2015.
 
But the 2020 Census is facing unprecedented challenges, including years of underfunding, a climate of fear, the challenges of the first “high tech” census, and the potential addition of an untested citizenship question. That means we will all have to work together to overcome these challenges and help achieve a fair and accurate census to ensure that the hardest-to-count communities—like people of color, low-income folks, LGBTQ people, immigrant communities, rural communities, and young children—aren’t missed. Based on the latest census estimates, approximately 22% of New Jersey’s population lives in hard-to-count areas. 
 
CNJG joins the Funders’ Committee for Civic Participation’s Funders Census Initiative, 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.

The Census is one of our nation’s most important and consequential civic obligations. Getting it right and counting everyone ensures people and communities can thrive.  

Please feel free to reach out to me or Deputy Director Theresa Jacks for information about the Council’s work on behalf of a full, fair and accurate 2020 Census.
 
Sincerely,

Maria Vizcarrondo, President and CEO
Council of New Jersey Grantmakers

Date: Wednesday, June 18
Time: 8:00 a.m. to 4:00 p.m.

Location
The Palace at Somerset Park
 333 Davidson Ave, Somerset, NJ

CNJG’s 2025 Conference for the Social Sector—Stronger Together: Philanthropy and Civic Engagement, features recognized thought leaders, national and regional experts, and community leaders for a full day of connection, shared exploration, thoughtful discussion, and side-by-side learning with philanthropic and nonprofit colleagues.

This year's conference will examine how funders and nonprofits can work together to address and increase civic engagement, focusing on several key areas, including advocacy, local media, participatory budgeting, guaranteed income, public-private partnerships, the arts, and youth education through the lens of civic participation.

Civic engagement is about more than voting or elections. As our colleagues at Philanthropy for Active Civic Engagement (PACE) define it:
“Civic engagement is the process of helping people be active participants in building and strengthening their communities, whether defined as a place or a shared identity or interest. It’s a spectrum of ways people can participate in self-governance, from interactions with government to voluntary associations, and everything in between.”

The opportunity for local communities to convene, learn together, and form partnerships can lead to meaningful action and increased public participation. Let’s explore how philanthropy can impact the social sector by buttressing these connections.

CNJG represents over 130 of NJ’s leading philanthropic organizations – foundations, corporations, and donors. Each year, we present a large-format meeting to include nonprofit partners to discuss big picture topics fostering learning and dialogue between funders and nonprofits.

Conference Photos

CNJG is pleased to offer this program to family foundation members as part of NCFP's Fundamentals of Family Philanthropy 2023 webinar series, providing guidance on the core tenets of effective family philanthropy.

What are the basic fiduciary duties, governance policies, and legal responsibilities that each family philanthropy board member must understand and abide by? Join this session to better understand the fundamental and nuanced federal and state laws regulating charitable giving, including self-dealing, payout, fiscal agency, excise tax, required filings, and much more. A leading expert on family foundation tax law will make these concepts accessible and enjoyable.

Cost: This event is free for CNJG Members who are family foundations.
Other types of foundations are ineligible to join this webinar.

This program is a CNJG membership benefit for family foundation members, including staff and trustees, in partnership with the National Center for Family Philanthropy.

From the Commonfund, these white papers on investment policy statements, spending policy, board governance and risk tolerance, together with their most recent studies of investments at private and community foundations, operating charities and nonprofit healthcare organizations are made available though CNJG's Investment Forum for Foundations and Endowments.