Foundation Program Officers Talk Evaluation

April 19, 2013

gfbannerDon’t miss the spring issue of MCF’s Giving Forum, where our brand new lead article represents a complete conversation we had with program officers: “Gauging Impact and Using Feedback.” In addition we’ve re-posted the video segment that you may have seen on the Philanthropy Potluck BlogPollen or MinnPost.

But Giving Forum online is the only place to both read the article and watch the video.

In the pieces, program officers from MCF-member foundations answer questions about:

  • how they evaluate grants and grantees,
  • how they obtain and use grant results,
  • what they’ve changed based on grantee feedback,
  • how they share the results,
  • why they think it is important for nonprofits to build evaluation into their work and more.

The insights of program officers from the following foundations are included:

How do you use evaluation at your foundation or nonprofit? Let us know.

- Susan Stehling, MCF communications associate


Charitable Deduction Debate Heats Up

April 18, 2013
cgc

The Chartiable Giving Coalition continues to be a strong voice for preserving the charitable deduction.

The U.S. charitable giving tax deduction is working and should not be changed. That was the message MCF delivered to members of Minnesota’s Congressional delegation at Foundations on the Hill meetings in Washington, D.C. last month.

We learned in those meetings that the creation of the federal budget for 2014 will be linked to landmark tax reform and long-term deficit reduction. While most of the work of reconciling White House, Senate and House budgets will be done behind the scenes, we did watch part of the process unfold as the House budget plan was debated on muted television monitors as we moved from office to office.

Cap on Charitable Contributions

Last week the volume on the budget debate got turned up as President Obama released his plan. His proposal to limit the growth of entitlement programs captured the headlines, but what caught our eye was the recommendation to cap charitable contributions.

This is not a new idea from the Obama Administration. For the fifth year in a row, the White House has proposed capping the value of charitable gifts at 28% for higher income taxpayers.

What is new is the context. Congress and the Administration are much more likely to act this year, fundamentally altering the tax treatment of charitable giving.

The Charitable Giving Coalition responded strongly to the President’s plan. The group challenged the policy that lumps the charitable giving deduction with other tax expenditures and the Administration’s general characterization that these are all loopholes that “allow folks who are already well off and well connected to game the system.”

Why Charitable Giving is Different

The Coalition encouraged lawmakers to take a closer look at how the charitable deduction is different from other itemized deductions in that “it encourages individuals to give away a portion of their income to benefit others, not themselves.”

The response from the Independent Sector sounded less of an alarm, but no less concern. It pointed out how the President’s budget is at cross purposes. While its goal is to increase revenue to avoid cuts in federal services for individuals and communities in need, capping the giving deduction would effectively reduce dollars donated for these same community needs.

Independent Sector also challenged the perception that bigger donors favor the arts and universities by citing a Center on Philanthropy at Indiana University study showing that most giving from high-net-worth households supports basic needs.

Analysis by the Urban Institute and Tax Policy Center (PDF) also shows that a cap is likely to have the net effect of reducing overall revenue for charitable causes compared to the amount of increased tax revenue it produces.

Participate in the Debate
Now that the Senate, House and the President have all announced their budgets, the real work will happen in deliberations taking place outside of the headlines. Some of the most important conversations will take place in Congressional districts around the country as nonprofit and grantmaking representatives explain the impact of their work to members of Congress.

You can participate in these conversations. MCF and Minnesota Council of Nonprofits, with support from Greater Twin Cities United Way United Ways of Minnesota, are hosting Coffee with Congress events in communities around the state.

The next event will be with U.S. Rep. Betty McCollum on April 29. You can also connect with Minnesota’s Congressional delegation and the White House through the Council on Foundations — Action Center.

- Bob Tracy, MCF director of government relations and public policy


A Soul/Spirit Connection: Remembering Why Philanthropy Matters: Part II

April 17, 2013

ABFE-logo5By Karen Kelley-Ariwoola

Editor’s Note: Today’s post is the second of two parts written by MCF member Karen Kelley-Ariwoola, a Minneapolis Foundation donor advisor and community leader. She is the former Vice President, Community Philanthropy, at The Minneapolis Foundation, and a former MCF Board Chair.

Yesterday I wrote about my experiences at the recent Association of Black Foundation Executives (ABFE) conference, where I was led and taught by some of the best and the brightest Black professionals in philanthropy.

Today I’ll share how I was also lifted up by the special track of workshops for Black trustees who serve on foundation boards, as well as the annual James Joseph Lecture.

Equipping Black Trustees to Serve Their Community
The trustee workshops were part of “Leverage the Trust,” an ABFE initiative that equips Black trustees with support and tools to be excellent foundation trustees and represent the needs and concerns of Black communities in foundation deliberations and investments.

After serving many years on various nonprofit boards and chairing the MCF board for three years, I was honored to lead “Leveraging the Trust” with co-chair Anita Brown-Graham, a trustee of the Z. Smith Reynolds Foundation in North Carolina.

In the workshops, Black trustees from around the country shared their experiences as foundation trustees and deeply explored the challenges and opportunities in moving philanthropy toward equity. I was honored to listen and learn from my peers and elders, and I will use their wisdom and experiences to help ABFE finalize a tool to strengthen the ability of Black trustees to serve with excellence and impact.

James Joseph Lecture: Invest in Early Education
Finally, the James Joseph Lecture given by Dr. Robert Ross, president and CEO of the California Endowment was the centerpiece of my weekend. Last year, I had the privilege of receiving this award and delivering the 21st annual lecture, the highest honor in Black philanthropy, and this year I was pleased to be on the other side of the podium, listening to Dr. Ross’ powerful message.

Troubled by the growing violence in our nation, this very busy foundation head took three months off to dive deep into better understanding causes and solutions. His lecture was an edge-of-your-seat recounting of the vivid conversations, tears shed, and revelations that emerged from listening and learning.

Read the full text of his speech “Enough and Now.” Dr. Ross noted three primary early warning signs that Black boys or young men are signaling for help: third grade reading, chronic school absence, and school suspensions or expulsions.

In response to these concerns he called for “greater investment in the early childhood years, reducing and or eliminating out-of-school suspensions; replacing unreasonably harsh discipline practices with restorative justice and other more accountable and effective policies; monitoring and reporting systems for chronic school absence; the incorporation of wellness, physical and social-emotional health into school achievement testing approaches.”

I’m sure these were not the kinds of recommendations most people expected to hear in response to violence in our communities. But those of us who work in community understand that these are the very kinds of investments that serve as protective factors for young children.

Dr. Ross also called for more people of color in philanthropy, noting that most foundation efforts focused on Black men and boys are led by people of color. In the absence of this diversity, he fears that much of the work focused on equity will not exist.

Dr. Ross closed by reminding us that if we truly “love” the black boys and young men in our community, then we are compelled to fight for justice on their behalf. “Love is justice.”

I could say much more about these three days that were jammed with networking, learning and discovering strategic tools to place Black communities on a path to healing. Though the snow in Minnesota is trying hard to hang on, I refuse to look back to the cold, dreariness of winter.  And I refuse to give in to the sense of hopelessness that often accompanies discussions of lifting the Black community out of its current condition.

I’ve received my annual ABFE elixir and am ready to face the work of building community in partnership with allies that share the commitment to strengthening Black communities.  Springtime brings my new resolve.


A Soul/Spirit Connection: Remembering Why Philanthropy Matters, Part I

April 16, 2013

ari1By Karen Kelley-Ariwoola

Editor’s Note: Today’s post is the first of two parts written by MCF member Karen Kelley-Ariwoola, a Minneapolis Foundation donor advisor and community leader. She is the former Vice President, Community Philanthropy, at The Minneapolis Foundation, and a former MCF board chair.

Every year as the seasons change, I anticipate eagerly my spring ritual of attending the annual conference of the Association of Black Foundation Executives (ABFE), the largest convening of Black professionals in philanthropy.

For my nearly two decades in “formal” philanthropy, I attended ABFE to feed my soul, to be validated for my contributions to the field, and to celebrate those of my peers around the country. But most important, over the years I have been reminded that our work, which is often hard, messy and long-term, matters immensely. Each year I emerged, like the buds peeking out of the dirt, ready to face community-building with joy, new tools and a renewed sense of urgency.

This year my need for support and renewal was greater than ever — coming on the heels of a major job transition and following the recent untimely deaths of my sister and mother just a few weeks apart.

The ABFE conference exceeded my expectations. The conference theme, “Innovation + Investment = Impact,” drew hundreds of staff, CEOs, trustees, donors and others interested in creating positive and lasting impact in Black communities around the country. Attendees were sobered by the fact that just blocks from the downtown convention hotel, Chicago’s neighborhoods had been riddled with violence — particularly homicides of black adults, children and babies.

Philanthropic Strategies to Achieve Equity
Conference sessions aligned with ABFE’s Responsive Philanthropy in Black Communities (RPBC) framework. This agenda for change provides context about the historical and structural barriers to equity of Black communities, along with corresponding philanthropic and policy strategies designed to improve the condition of Black people and increase investments in Black communities. These strategies (primarily directed at grantmakers) include:

  • The engagement of Black communities in the design of effective strategies
  • A focus on systemic causes of disparities and building on the strengths of Black communities
  • Building leadership capacity in Black communities and strengthening their core institutions
  • The use of disaggregated data to inform planning and policy
  • Evaluation that is both quantitative and qualitative
  • Communication strategies that minimize negative images of Blacks in the media

One of the core concepts of the RPBC framework is the notion of “targeted universalism,” a concept that suggests that the whole community can benefit even as we focus to meet the needs of a specific group. A classic example that illustrates this concept is the “cut outs” in sidewalks: First designed to accommodate wheelchairs but universally used by runners, bikers, people pushing baby strollers, and those crossing the street at an icy Minnesota intersection.

Because Blacks, especially Black males and low-income Black families remain overrepresented on almost every negative indicator of wellbeing in this country, it makes sense that we should embrace targeted strategies to close the gaps, while also believing that our entire community will benefit by lifting up this part of the population.

Building on the RPBC Framework, the rich variety of ABFE sessions included:

  • Examining foundation finance and investments through an equity lens,
  • Preparing a pipeline of Black leadership in philanthropy,
  • An “Innovation Market” introducing unconventional and promising ideas that are taking shape in Black communities,
  • A “Donor Salon” that convened Black donors from community foundations around the country (me included!),
  • And numerous other powerful presentations on community development, educational equity, Black men and boys (including launch of a new website with resources on funders who care about this issue), and strategic communications to combat negative media portrayals of Blacks.

As if being led and taught by some of the best and brightest in philanthropy with whom I also share a cultural bond was not enough, I was also lifted up by the special track of workshops for Black trustees who serve on foundation boards and, of course, the annual James Joseph Lecture. Tomorrow I’ll write more about those experiences — and what inspired me the most as I returned back to Minnesota.


McKnight Focuses on Midwest Climate, Energy

April 10, 2013

logo_mcknight_200This week MCF member The McKnight Foundation announced a new strategic focus to make the Midwest a leader in addressing climate change.

The new Midwest Climate & Energy program complements over 20 years of McKnight support for renewable energy in Minnesota and the Midwest. Aimee Witteman will direct the new initiative.

“Over the past five years, McKnight has invested over $60 million globally through the ClimateWorks Foundation network, which has yielded major advances in carbon reduction and helped draw other funding into key areas around the world,” noted Kate Wolford, foundation president. “Now building on the Foundation’s history as a place-based funder, we will concentrate attention and funding in the Midwest.”

“America’s Midwest contributes 22 percent more greenhouse gas emissions per capita than the national average,” explained McKnight board chair Ted Staryk. “With the right vision and collaboration, we have an opportunity now to use the Midwest’s industries, geography, and bipartisan political will to our advantage for greater economic prosperity and an overall better regional future.”

$25 Million in Grants Announced
McKnight is jumpstarting the Midwest Climate & Energy program with $25 million in funding to two key partners:

  • RE-AMP received $5 million over two years to promote policies in the Upper Midwest that advance clean energy and combat climate change. A grantee since 2004, RE-AMP is a network of more than 150 nonprofits and 14 foundations working in eight Midwest states to reduce pollution that causes climate change.
  • Energy Foundation, San Francisco, received $20 million over two years to win new clean energy policies in the Midwest and reshape the national narrative around energy and climate. McKnight has partnered with EF since 1993, with a primary focus on public policies to encourage markets for renewable energy and energy efficiency.

Public, Private Integrated Approach
McKnight’s climate-related work will engage the region’s public and private leaders, decisionmakers, and communities. Key objectives are:

  • Climate and energy policy: Support for grantees and networks to advance related Midwest policies in energy generation, efficiency, transmission, agriculture, and transportation.
  • Community engagement: Support to advance community-level efforts that promote energy and transportation efficiency, and reduce greenhouse gas emissions.
  • Resilient clean energy economy: Support to facilitate private-sector leaders and networks to develop, promote, and implement climate and energy objectives for the Midwest.

For more, read the Star Tribune’s coverage of the announcement or visit The McKnight Foundation website.


Member Post: Expanding the Way We Look at Health

April 8, 2013
Carolyn Link of the Blue Cross and Blue Shield of Minnesota Foundation

Carolyn Link of the Blue Cross and Blue Shield of Minnesota Foundation

Grantmakers often must look beyond a narrow reading of their missions and collaborate across sectors to maximize their impact. Carolyn Link, executive director of the Blue Cross and Blue Shield of Minnesota Foundation, shares here what that means for the Blue Cross Foundation as it seeks to improve health in Minnesota.

In 2006, Blue Cross and Blue Shield of Minnesota Foundation introduced Growing Up Healthy: Kids and Communities, a statewide grantmaking initiative to improve the health of Minnesota’s children in low-income communities through a focus on social and environmental determinants of health. At times, we were met with puzzled looks when we explained that there’s a community component to good health beyond the responsibility of the individual — that housing, indeed, has something to do with health. And that early care and learning experiences affect health for life. Even the idea of collaborating across these sectors — creating partnerships and working together on a community condition toward a common goal — was new to some.

The goal of the initiative is to build strong and connected communities where children can thrive and grow up healthy by working at the intersection of health and two or more of the following key health determinants:

  • Early childhood development
  • Stable, affordable housing
  • The environment

To date, the foundation has invested $4.4 million across 30 grantees and spent $1.1 million on evaluation, convenings and other consulting. Commitments to current grantees extend through 2014 and total $1 million.

The initiative uses a two-pronged approach to the grantmaking, through planning grants followed by implementation grants. While working in collaboration sounds like a great idea, we all know that it isn’t always easy. Because it takes time to develop relationships, we offer a $25,000, one-year planning grant to one organization to lead community partners in developing place-based projects that address health and at least two of the three determinants: early childhood education, housing and the environment.

At the end of the planning period, grantees develop a community supported by a written implementation plan for three additional years of funding of up to $150,000.

Next Steps

The initiative was designed to roll out in three phases. The first phase is complete, with a summary report available including lessons learned. In the second phase of the initiative, we added a collaborative leadership training program to assist grantees with skills and tools to develop and implement action plans that are grounded in the needs of the community, have broad-based support and can lead to sustainable change for children. This included grantee site visits, three two-day residential retreats and individual technical assistance through face-to-face visits at grantee sites and by telephone and email.

Currently, we are reviewing the lessons learned during the first two phases. We’ve been encouraged by the progress of these projects and are planning for 2014 and beyond.

Interested in seeing more of the Blue Cross Foundation’s work in Minnesota? Check out Twin Cities Public Television’s program on Growing Up Healthy here.

A longer version of this post originally was published in the Health and Environmental Funders Network blog, Giving InSight.


PFund Seeks Nominees for Power of One and Philanthropy Awards

April 5, 2013

pfund1aMCF member PFund Foundation has issued its call for nominations for two annual awards: Power of One and Power of Philanthropy.

The Power of One Award recognizes individuals who work to improve the quality of life for the LGBT community through efforts such as volunteering, activism and leadership. For this award, PFund seeks nominees who:

  • Show significant contributions that reflect the PFund mission and vision
  • Demonstrate depth and breadth of service to the LGBT community in Minnesota, Iowa, North Dakota, South Dakota or Wisconsin
  • Are community leaders or activists

The award recipient will receive $1,000 to give to a nonprofit organization of his/her choice and that also aligns with PFund’s vision and mission.

The Power of Philanthropy Award honors a community philanthropist whose work has inspired giving within and toward LGBT communities and has advanced social justice for LGBT and allied communities in the Upper Midwest. PFund seeks those who:

  • Have given generously and have inspired, educated or motivated others to give generously
  • Exemplify thoughtful, purposeful, responsive or innovative giving strategies
  • Demonstrate significant or visible impact on efforts to advance social justice for LGBT and allied communities in Minnesota, Iowa, North Dakota, South Dakota or Wisconsin

Head to PFund’s website to see the full criteria and make your nominations. Submissions are due May 15, with recipients announced in August. Good luck to the nominees!


You’re Invited: Facing Race Ambassador Awards

April 2, 2013

facingraceDon’t miss the seventh annual Facing Race Ambassador Awards, Monday, April 29, 2013, 6-8 p.m. at the Prom Event Center in Oakdale. Admission is free, but seating is limited. RSVP here or call 651.325.4265 by Friday, April 19.

I attended this event last year and intend to participate again this year. It’s an inspiring evening focused on individuals in Minnesota who are working in unique ways to create a better state for all of us — an equitable, just and open community in which everyone feels safe, valued and respected.

Dr. Manuel Pastor, Professor of American Studies and Ethnicity at the University of Southern California, is the keynote speaker this year. He will discuss:

  • the dramatic demographic shifts currently underway in the U.S.
  • and the gap between progress in racial attitudes and racial realities.

And he will offer a new set of strategies for both talking about race and achieving racial equity.

Then the 2013 Ambassador Award Recipients will be recognized. This year’s winners are:

  • Ellen O’Neill, YWCA of Duluth; and
  • Josie R. Johnson, Josie Robinson Johnson and Associates and Regent Emeriti University of Minnesota.

Honorable Mentions will be presented to

  • Corinth Matera, Minneapolis South High School;
  • Oluwaseyi Daniel Oyinloye, University of Minnesota Duluth;
  • and Hli Xyooj, Farmers’ Legal Action Group (FLAG).

Learn more about Facing Race, an initiative of the Saint Paul Foundation, here.

RSVP for the Ambassador Awards by the 19th, and I hope to see you there.

- Susan Stehling, MCF communications associate


Follow

Get every new post delivered to your Inbox.

Join 2,445 other followers