Co-Chairs Invite Minnesota Grantmakers to 2010 MCF Annual Convening

August 25, 2010

We will share fresh ideas and resources at the MCF Convening blog before, during and after the two-day event! In the posts below, Convening co-chairs LaTresse Snead and Kevin Walker reflect on why this year’s program is not-to-be-missed.

Keep up with the action! Subscribe to the MCF Convening blog RSS feed and follow MCF on twitter. For Convening highlights, stay tuned to the hashtag #MCFAnnCon.

LaTresse Snead

LaTresse Snead

Get Ready to Learn And Take Action!
LaTresse Snead, Co-Chair, Tastefully Simple

The philanthropic community in Minnesota has a huge opportunity to take control and create the kind of change necessary to overcome the challenges we now face.

The 2010 Annual Convening will offer us smart strategies, new avenues to think outside of the box, and connections that will enable us to become more engaged in building up our community (more).

Kevin Walker

Kevin Walker

Find Value, Be Challenged at “Innovative Strategies”
Kevin Walker, Co-Chair, Northwest Area Foundation

What kind of Minnesota do we hope to create for our children and grandchildren? What kind of future? My belief is that, whatever angle you and your organization take on the vital work of philanthropy, those defining questions are relevant to what you do.

And I think there’s an important role for the Minnesota Council on Foundations in creating a space in which we can think through these questions together, get serious about sharing ideas, and work toward innovative solutions (more).


What’s In a Name?

August 19, 2010

Melissa Eystad, 2010 Annual Convening planner

One of the biggest challenges in planning an event like the 2010 MCF Annual Convening is designing how people are going to “be together.” How often have you attended events where the old lecture method is alive and well? Or there’s a panel of talking heads with no time for participant interaction or questions? Or how about the PowerPoint presentation where every slide is read to you – verbatim?

For many years MCF has been giving members the opportunity to gather as a whole to discuss and learn about philanthropy opportunities and issues.  Can you think of a conference format or feature you’ve experienced? Well, we’ve probably tried it.

It would be easier to offer the same design and format year after year.  But our goal is never what is easier for us, but what will make each event interesting, informational, engaging and energizing for as many busy grantmakers as possible. And ultimately, to create an event that plants the seeds for new ideas, solutions and relationships that will increase philanthropy’s impact into the future.

One of the first changes you may have noticed about our 2010 event is the name.  Planning committee members and staff felt strongly that we needed a different image for our annual gathering.  A conference is a conference. The term “convening” conveys more — that it’s about bringing people with common interests and purposes together to learn, discuss, and be inspired about the work ahead.  This will be a truly participatory event.

So, to “break the mold” again with new features and formats at the 2010 MCF Annual Convening, we are:

  • Exchanging the traditional CEO/trustee dinner with a dynamic morning of presentations, conversations and explorations between CEOs, top philanthropy executives and their boards of trustees. These peers will join together to hear about innovative governance and philanthropic leadership opportunities.
  • Reframing breakout sessions as “idea sessions.” Our planning committee challenged us to create more engaging small-group formats that deliver three things: relevant topic content, more attendee discussion and sharing, and clear, tangible tools and applicable strategies.  This may be a tall order for 75- and 90-minute sessions on complex topics – but we’re up to the challenge!
  • Partnering with the MCF Arts and Culture Funders Network and Grantmakers in Film and Electronic Media to offer our first dinner and film option on Thursday evening. Special thanks to MCF members Cindy Gehrig and Robert Byrd from the Jerome Foundation for helping to make this possible!

As planning continues, we’ll have more new developments to report. We know that grantmakers’ time and resources  are limited and valuable, especially in these changing times. But we also know that coming together to build our field-wide strengths is essential, too.

MCF members as well as other grantmakers from Minnesota and the upper Midwest are invited to attend.  Stay tuned to this website for more details and to register.  For a whole new convening experience, join us October 28 & 29 in Plymouth, MN!

- Melissa Eystad, former MCF vice president and current 2010 Annual Convening planner from World Spirit Consulting


Capacity, Culture, Commitment and Comfort: Finding Public Policy Strategies That Fit Your Foundation

July 20, 2010

How much change can a foundation catalyze by simply – albeit generously – writing checks? Not as much as it could if it also engaged in public policy activities. In fact, public policy work should be viewed as an essential part of a foundation’s efforts, say several members of the Minnesota Council on Foundations.

In our Summer issue of Giving Forum, “Public Policy and Philanthropy: Many Roads Lead to the Same Destination – Change,” John Larsen, trustee and administrator of the John Larsen Foundation, says, “Ultimately, the work of our foundation is about creating real, systemic change, and that can only happen when we start talking to government. Whether you’re a small family foundation like us, or a very large foundation, we all need shifts in public policy in order to achieve really significant lasting social change.”

The challenge is that working to achieve shifts in public policy is often equated with lobbying. And the thought of walking up the steps of the Capitol or testifying before a legislative committee is more than many funders can fathom.

Lobbying, however, is not the sole avenue to influencing public decision making and advocating for causes. Although it is the most recognized public policy engagement tactic, it is only one of 18 distinct policy strategies that Julia Coffman outlines in “A User’s Guide to Advocacy Evaluation Planning,” published by the Harvard Family Research Project.

A “Framework of Public Policy Activities,” which we include in Giving Forum, also includes using electronic outreach and social media, coalition and network building, grassroots organizing, briefings and presentations, polling, pilot projects, research investigating issues and identifying solutions and policymaker education, among others – all of which can impact public decision making, which ultimately shapes policy development, approval and implementation.

A foundation can engage anywhere along the continuum, pursuing those activities that fit its capacity, culture, commitment and comfort levels. A public policy activity that feels right for one foundation may not fit another.

Many foundations choose a combination of strategies, leveraging their resources to: raise awareness of where the public stands on particular issues; bring together divergent points of view to first converse then collaborate; empower community members to advocate on their own behalf by providing technical assistance; increase the capacity of nonprofits to mobilize others; identify messages that resonate with policymakers and the public; determine what would happen if the status quo was allowed to prevail; aggregate what is known already about an issue and put that to work to further discussion; or identify possible solutions and best practices.

These MCF members have each chosen distinct strategies to impact public decision making that fit their capacity, culture, commitment and comfort level. Read more about their work in our just-published Giving Forum:

Lead article:

Southern Minnesota Initiative Foundation: An outgrowth of its grantmaking and programmatic activities, community dialogues and business loan work, SMIF’s public policy activities, including building coalition and networks and partnering with the media to draw attention to the issues and how public policy could impact the success the foundation seeks.

The Minneapolis Foundation: As part of the School Readiness Funders Coalition, a group of funders with diverse strengths and abilities in advocacy work, The Minneapolis Foundation brings to the group its ability to lobby and testify at legislative hearings to advocate for the coalitions “Agenda to Achieve Learning Readiness by 2020.”

John Larsen Foundation: When awarding grants supporting work toward LGBT equality, the foundation  considers if educating policymakers is an end goal of the nonprofit’s work and if the organization has a research plan and a track record of communicating those findings to policymakers.

Indian Land Tenure Foundation: Striving to ensure that lands within the original boundaries of reservations is acquired, owned and managed by Indians, the foundation views education about land issues a priority, as well as identification then pursuit of strategies for achieving legal reform.

Women’s Foundation of Minnesota: The explosion of social media has created a new landscape for the foundation to leverage its expertise to educate, engage and broaden its reach to shift attitudes, behaviors and institutions that limit equality for women and girls.

Voices of Philanthropy articles:

Bill and Melinda Gates Foundation: Identifying partners best qualified to successfully implement strategies and measuring what’s important to guide future initiatives drive the foundation’s advocacy work.

Initiative Foundation: Based on the belief that local people are the key to strengthening communities, the foundation increases civic engagement by providing training, technical assistance, resource referral and grants to help citizen-based teams develop and carry out strategic plans.

While these efforts are diverse, the common thread amongst them is the recognition by these foundations that strategically developing goals to influence public decision making and intentionally engaging in public policy activities and advocacy work can move systems change forward.

- Chris Murakami Noonan, MCF communications associate



What’s It Gonna Take for Me to Get Through to You?!

May 11, 2010

Many of us heard our parents exclaiming this to us in exasperation as we were growing up. I never thought that I, as a parent, would utter these words (after all, wouldn’t I be the hippest, coolest parent around? What kid wouldn’t want to hang on my every nugget of wisdom?).

These days, though, I find myself asking not only how can I get through, but how can I connect? Great divides in the area of technology seem to be just the tip of the iceberg.

Connecting and engaging with the next generation is an important topic in the foundation world too.

My colleague Chuck Peterson, MCF’s vice president of member relations, upon his return from the Council on Foundations conference in Denver last week, has been sharing with MCF staff some take-aways. Among them was this from the session titled “The Next Generation Trustee: Insights into Engaging the Next Generation,” presented by Sharna Goldseker, vice president, Andrea and Charles Bronfman Philanthropies; and Joseph Thalheimer, next generation family member, Alvin and Fanny Thalheimer Foundation:

“Top 10 Tips on Engaging the Next Generation”

  1. The “next generation” is two different generations with distinct personalities.  Different approaches are needed for different generations.
  2. The “kids” are now adults. Transition from a parent-child dynamic to a peer-to-peer relationship.
  3. Generational personalities are enduring. Accept that the unique generational experiences of Gen X and Gen Y (a.k.a. “The Millennials”) might cause them to become different people. Don’t assume you can wait them out.
  4. Look for the values that underlie the next generation’s choices. Take time to discover what motivates someone’s choice; you may find you have a lot in common.
  5. Learning is a two-way street.  If you have things you want to teach, be ready to learn.
  6. Show rather than tell. Experiential learning is preferable to didactic learning with these generations. Think site visits rather than binders.
  7. You don’t have to step away to let the next generation step up. Think about ways to share and trade power rather than transfer it.
  8. Transparency matters. Access to information is a given these days.  Being open about challenges is a strength, not a weakness.
  9. Engaging new leaders requires more than a Facebook page. Technology is a means to an end, rather than an end in itself.
  10. Engaging people is easy, sustaining their involvement requires change. They can only stay at the kid’s table (or the junior board or the associate position) for so long, and then they are looking for more material involvement.

In our Spring issue of Giving Forum, Sarah Andersen, board president of the Hugh J. Andersen Foundation, talks about her foundation’s efforts to engage the next generation in their family philanthropy and the challenges they’re encountering. The issue also includes insight from Tim Showalter-Loch, senior manager of community relations at Best Buy, on his company’s @15 platform encompassing grants, employee giving programs, a website, cause marketing, data collection and research targeting the strength of teens.

And finally, if you’re like me and think you really are more “with it” than your age belies, try taking the Pew Research “How Millennial Are You?” quiz. Here, in 14 questions, you’ll discover how “Millennial” you are and how you stack up against others your age.

What’s your reaction to your score? Mine? It was like one of those moments when you happen to glance at your reflection as you pass by a mirror at the store, and you think, “Wow, when did THAT happen?”

- Chris Murakami Noonan, MCF communications associate


Looking for some inspiration and some tools to think and act anew?

November 30, 2009

Themed “Transforming Our Work: From Challenging Times to Hopeful Futures,” the Joint Conference of the Minnesota Council of Nonprofits and the Minnesota Council on Foundations, held Nov. 5 and 6 in St. Paul, featured nearly 50 breakouts, more than 100 speakers, a Nonprofit Mission and Excellence Awards presentation, a CEO/Trustee Dinner, and several plenary sessions.

Now, resources from many of these sessions are available online.

Minnesota Sen. Amy Klobuchar, unable to leave D.C. because of the health care debate, sent her keynote remarks via video. Below, she discusses how these unprecedented times for our country are a call to think and act anew – to meet the challenges head on – to examine every opportunity to bring together government, the private sector, nonprofits and communities to build a better future. She also highlights recent developments in D.C., as well as new initiatives in Minnesota. (Close-captioning for this video will be available in the coming weeks.)

Conference presentations and handouts from many of the breakouts are posted online and accessible on the conference website’s Download Center.

Despite the down economy, the 2009 Joint Conference of the Minnesota Council of Nonprofits and the Minnesota Council on Foundations drew a record 1,700 attendees. MCN and MCF partner to present a joint conference every three years.

- Chris Murakami Noonan, MCF communications associate


Charting a Course From the Boardroom Table

November 16, 2009

At kitchen tables across America, we’re mulling over what the current economic situation means for each of us. Jobs, bills, education, loans, investments, travel, holiday shopping, donations.

With the exception of holiday shopping and perhaps travel, similar conversations are happening around foundation boardroom tables as well.

Decisions to shift funding guidelines, focus areas, investment practices, grant timelines, grant payouts, internal staffing and organizational short- and long-term priorities – the list goes on – are not made lightly or quickly. And for many board members and trustees, this is the first time they’ve encountered such significant and perhaps drastic discussions.

These conversations and decisions by foundation leaders are critical and necessary. MCF’s Effective Governance Principle calls for its members to share a commitment to excellence and achieve effective governance by ensuring performance in the areas of stewardship of assets, donor intent, fiduciary responsibility and sound decision-making.

Join the conversation: What types of effective governance decisions has your organization made during these challenging times? What shifts and changes in how your organizations does its work have resulted from discussions by your board or executive leadership in response to the economic stresses we’re facing?

Here is one example: Marina Munoz Lyon, vice president of the Carl and Eloise Pohlad Family Foundation, recalls going to the offices of Pohlad family members to discuss how the foundation could step up to support communities in need.  The foundation, winner of the 2009 Minnesota Nonprofit Award for Responsive Philanthropy, established a $20 million Economic Crisis Initiative last spring.

In the video below, which was shown at the awards presentation at the Minnesota Council of Nonprofits and Minnesota Council on Foundations Joint Conference Nov. 5-6, Jim Pohlad, Pohlad Foundation board member, says, “We took a big chunk of principle and decided that it’s more important to spend it now.”

- Chris Murakami Noonan, MCF communications associate


Working Capital Haiku?

November 11, 2009

Have you ever thought there might be a haiku about working capital?  That thought had certainly never crossed my mind until I attended the session on “Change Agents: Getting to Sustainability” at the MCN/MCF Joint Annual Conference last week.

The presenters, Janet Ogden-Brackett and Michael Anderson of the Nonprofits Assistance Fund, gave a truly humorous, yet quite informative presentation on understanding financial statements and the use of ratios in identifying areas of concern.

They gave a good, basic overview of income statements, balance sheets, and cashflow projections, followed by a review of a number of financial ratios, including days of cash on hand, working capital ratio, and debt-to-equity ratio.

And then there were the haiku!  In case you are not familiar with haiku, haiku is a Japanese form of poetry that includes just 17 syllables (5 in the first line, 7 in the second line, and 5 in the third line).  Also haiku often include a reference to nature.

Here are a few of examples that Janet and Michael shared with us:

Working Capital Haiku
All assets are fixed
Feel as liquid as pavement
Alas, cash is king.

Beautiful buildings
Don’t always sow future’s seeds
Or help make payroll.

Balance Sheet Haiku
Humble balance sheet –
Force proud income statement to
Tell the truth mostly.

Maybe this will inspire you to write some haiku about financial statements…or even about the Joint Conference.

If so, please share them by commenting on this entry!

- Cindy Moeller, MCF director, professional development and member services