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Foundations are systems. They have their own cultures and related assumptions, norms, standards, and practices. All of these personal, social, and structural factors affect our ability to learn.

This tool is to help foundations take stock of their learning needs and opportunities with a dispassionate (evaluative) look at themselves as systems and how people work within them.

The tool is based on the work of systems theorist Donella Meadows. Her work resonates because it recognizes both systemic constraints and possible leverage points for addressing them. Meadows identifies a series of leverage points for changing a system, ordered from least to most powerful. We adapted her work to show how each lever can reinforce learning in an organization or system.

Use the tool to examine the list of 12 leverage points, ordered in terms of their power for shifting a system to support learning, from weakest (1) to strongest (12). Higher leverage points produce stronger, broader, more durable change.

According to Meadows, we often are disappointed in the results of systems change efforts because we tend to tweak the least powerful levers in the system — such as skill building or the flow of resources or information. We find this can be true with learning in philanthropy, where many foundations support learning with tools and training alone.

Which leverage points are you currently using to support learning in philanthropy? Where else can you push to make that support stronger?

Center Equity.png

Small BIPOC organizations and/or historically excluded/led
organizations have greater access to funding.

Affirmation: We must center the most marginalized, underfunded, and impactful organizations.

BIPOC, grassroots, and/or historically excluded1 leaders are the most proximate to the populations and communities that face the most pressing social issues and should be central to designing solutions and funded; yet they are often overlooked or ignored as real change-makers.

They are underinvested in by major funders and are often left to struggle on their own; and when they are funded, grants are small and often highly restricted.

Some funders have artificially high budget requirements, require collaboration with larger “more sophisticated” organizations, won’t fund fiscally sponsored groups, or emphasize leadership requirements that are increasingly out of date or exclude vital lived experience.

Community organizations are exploring innovative and egalitarian management structures, such as co-directorships, collectives, and collaboratives, that do not resemble the constructs of the past.

Leadership comes in all structures, sizes, and identities; funders must seek to recognize and fund those who are doing effective work and re-evaluate their views of accepted leadership patterns. For BIPOC, grassroots, and/or historically excluded leaders to succeed, we must provide flexible resources and professional development support while they are leading.

Activities
Below are activities your organization can engage in that will advance your equity focus

• Agree as a community of practice to a shared definition of BIPOC, grassroots, and/or historically excluded-led organizations to foster a common frame of reference to help guide this work.
• Create networking and referral opportunities for BIPOC, grassroots, and/or historically excluded leaders to expand their access to funding and opportunities similar to that of larger, mainstream groups.
• Invest in the development and pipeline of BIPOC, grassroots, and/or historically excluded leaders.
• Remove funding barriers for small BIPOC, grassroots, and/or historically excluded organizations that have traditionally been precluded from funding because of budget size, leadership structure, auditing requirements, and similar obstacles.
• Actively partner with BIPOC, grassroots, and historically excluded organizations to make funding decisions on issues closest to their communities.
• Provide significant, multi-year, general operating funding to organizations and movements led by BIPOC, grassroots, and/or historically excluded communities.

Short-term Outcomes
• Progress is tracked into addressing the barriers to funding BIPOC, grassroots, and historically excluded-led organizations in NJ.
• A greater number of BIPOC, grassroots, and/or historically excluded-led organizations are funded than before, by new and existing funders.
• Professional development and capacity building as requested by BIPOC, grassroots, and/or historically excluded leaders is funded.

Long-term Outcomes
• BIPOC, grassroots, and/or historically excluded leaders can access funding and opportunities similar to that of larger, mainstream groups.
• A greater percentage of support to organizations and movements led by BIPOC, grassroots, and historically excluded communities is provided as significant, multi-year, general operating funding. In this context, “significant” can refer to both the quantity, size or percentage of grants awarded by the funder in any given year.

How to Begin Doing Good Better on Equity

Learning opportunities
• Which criteria and practices are creating, perpetuating or exacerbating exclusion of BIPOC, grassroots, and or historically excluded-led organizations?
• For funders that exclude or limit funding to small organizations, why are these barriers in place? What biases or missed opportunities are resulting from these obstacles?
• When funders are actively prioritizing BIPOC, grassroots, and historically excluded -led organizations in their philanthropic partnerships, what definitions, outreach, and partnership strategies are being used? How has this evolved based on lessons learned?

Pre-Work
• Funders should become educated about how traditional ways of identifying grantees and other criteria often excludes BIPOC, grassroots, and/or historically excluded-led organizations.
• Actively seek and share ways to center, identify, fund, and partner with applicants or community-based partners to create solutions in all efforts.
• Identify forums or protocols for introductions, dialogue, and relationship-building between funding community and BIPOC, grassroots and/or historically excluded-led organizations to pave the way for ongoing or stronger partnerships.