Friday, October 26, 2007

Hospitality, History and the Philanthropic Journey

Dear reader - below is a thought piece that attempts to connect a collection of recent thoughts and experiences. I hope you will read it in the spirit in which it meanders. - RMS

Philanthropy's Odyssey

If you remember your college English coursework, you will remember that The Odyssey - that classic story of the great journey home - featured many iconic images and themes. Odysseus and his men travelled the wine-red sea, facing many dangerous challenges along the way. But along with monsters and other threats, their journey was marked by hospitality at many ports - including hospitality shown by his wife, Penelope, toward the invasive suitors who pursued her to her dismay.

Hospitality, it seems to me is a key part of philanthropy. Treating "the stranger" and "the other" not only with tolerance, but with graciousness, warmth, and compassion, is a base-line for offering one's own resources to people in need who we do not know, and whom we may never know. This is a key theme in Sermon on the Mount - perhaps the closest Jesus comes to offering a living definition of philanthropy in the text.


Hospitality is Key to Philanthropy

All kinds of philanthropic endeavors rely upon hospitality. Peace negotiations, coalition-building, collaboration, community problem-solving. Door-knocking for organizing or fundraising campaigns. If no one ever answered their doors and let their neighbors in, we would have no community organizations, block associations, or religious congregations. Hospitality relies about human beings who trust one another even though they do not know one another enough to have good reason to trust one another. Why does this work? A social context based on social capital. The culture, community, political and economic context in which we are raised defines the rules of hospitality by which we operate. A simple example: in some communities, residents feel comfortable leaving their front doors unlocked. In other places this is definitely not normal.

This fall I have been doing a fall mini-journey around the country on behalf of EPIP - attending and presenting at conferences and EPIP chapter events. I enjoy the journey to conferences and meetings in ports - some strange to me, some now familiar. I don't get to cross too many wine-red seas. But I am always grateful for the hospitality shown me.

For example, I was in Ithaca, NY, for the Upstate New York Funders Conference, where EPIP was invited to lead a special session for young and new grantmakers (more on the session later). At the tail-end of the host event reception at a great local museum, I was talking with several other conference attendees whom I had just met, and they invited me out to dinner with them! Since I was attending the conference on my own and they were friendly and interesting, I jumped at the opportunity. It's a good thing they were so hospitable - I had missed the bus back to Cornell's Statler Hotel, and had no transportation of my own.

We drove around town and found a restaurant that was still open - apparently I am spoiled by the 24 hour nature of New York City. We enjoyed wine, Italian food and good conversation, and closed the place down. (Even though we were literally the last customers in the place, the wait staff did not rush us, or even indicate that they could be going home to sleep if we would just go already. In addition to my hosts, the wait staff were hospitable.)

All during my travel this month, I have been engrossed in a new philanthropy book called The Billionaire Who Wasn't, a page-turner biography about Charles Feeney, the previously-anonymous donor behind The Atlantic Philanthropies. Note: I have not completed the book at the time of this post, so I am not offering a complete review here.

As it turns out, Ithaca, Cornell and the Statler Hotel are a central part of the story -- Feeney went to college here and studied hotel management. The GI Bill and Cornell gave him his chance, and he has seen fit to give back to the University. He helped to re-build the hotel and the hotel management school where we had our philanthropy conference. In fact, Mr Feeney has given his Alma mater, Cornell University, more than $600 million, dwarfing all other donations from a single alumnus to an American university. He has championed higher education around the world, including in Ireland and South Africa. This support hits home for me too; The Atlantic Philanthropies funded the graduate program on philanthropy that I attended at Indiana University - another place where I benefited from world-famous (and very real) Hoosier Hospitality.

So here I was - staying in the hotel that Feeney built, participating in a conference of local foundations - that included some folks who used to anonymously work at the Atlantic offices in Ithaca -- and offering a session for people brand new to philanthropy. It was a fascinating and somewhat mind-twisting experience.

So somehow my journey, the journeys of the philanthropoids and philanthropists at the conference, the now-revealed story of Mr. Feeney, are all intimately intertwined in unfolding journey of philanthropy and hospitality - locally in New York, and around the world.

Feeney, like Odysseus, spent years traversing the globe, building a network of duty-free business at airports and downtowns in ports near and far. His fortune was built on offering tax-free liquor and other goods to travelers, putting a new light on the notion of the wine-red sea, perhaps? [As it turned out, one of the brand-new trustees who attended my session, worked for a donor who made his money selling liquor, and made his employee a primary steward of his philanthropic largess, and charged him with essentially creating the foundation. Another strange coincidence?] Like Odysseus, Feeney's team was loyal, although they had their internal conflicts, which are presented frankly in the book. Like Odysseus, when he arrived back home disguised so as to defeat the suitors through strategy, Feeney contributed under the disguise of anonymity until he felt the time was right to reveal himself.

His motivation for this secrecy seems to have been primarily a sense of humility. He did not wish "to blow his own horn." He was influenced by thinkers and philanthropists who believed anonymous giving was one of the highest forms, and who encouraged donors to give their resources away while alive. When in 1984 he signed over his fortune to the foundation (except for sums set aside for his wife and children) he broke the news to his children and gave them each a copy of Andrew Carnegie's essay on wealth, written in 1889.


Know Much About History?

It is interesting to read about a donor who is influenced as much by the literature of philanthropic studies as he is by the life experiences that shaped his immediate experiences. In fact, Joel J. Orosz, founder of EPIP's partner organization, The Grantmaking School, recently published an essay in the Chronicle of Philanthropy called Good Grantmaking Requires Expertise. In the article, Joel writes

"Far too many newcomers to philanthropy behave as if philanthropic history began the moment they stepped across the threshold of their foundation. They are certain that past foundation efforts have been mediocre at best and have little of value to teach them...

Foundation leaders create their own obstacles to effectiveness... chiefly by ignoring the lessons of history, slighting the value of experience, denigrating the importance of training in grant making, and denying the importance of professional associations that can make them more effective by helping them collaborate to solve problems that no single institution can tackle on its own."
Diana Sieger, the President of the Grand Rapids Community Foundation (in the community where The Grantmaking School is based) writes to support Orosz' assertions on her blog.

It is clear that Feeney and his key advisers had studied the history of philanthropic ideas and practices, and that it had a dramatic impact on the management and approach of his philanthropy.

I am in general agreement with Joel. In fact, I think Joel's article might be a rallying cry for EPIP members to rally around!

There is clearly an either-or dichotomy in the discourse about "new vs. old philanthropy" - one is either defending the status quo, as some comments on the Chronicle website say - or throwing it all out to start fresh. In fact, the very term "new philanthropy" makes Joel's point. Without knowing history, the advocates of bringing business values to the practice philanthropy remain unaware that this was a major trend at the start of the century - the 20th Century that is. Back then it was called Scientific Charity, and it was all about how to bring the efficiencies of the manufacturing age into social work and charitable efforts.

This is not a particularly healthy dichotomy-based debate. We ought to begin talking about what "traditional" philanthropy can learn from "venture philanthropy" and vice-versa. We ought to be talking about the benefits of becoming a profession - including the value of having a strong recruitment, training and education functions in our field.

In my experience, emerging grantmakers are not stuck in an either-or framework. EPIP's members clearly want to learn from the past, while bringing fresh ideas, energy, and innovation to the table. We believe in taking philanthropy seriously, and acting professionally; at the same time, we think it is important to welcome new - and sometimes less experiences - voices to the philanthropic table, and not taking ourselves too seriously all the time.

To to the point: in a survey this summer by the North Carolina Emerging Leaders Working Group (a group of emerging practitioners affiliated with the North Carolina Network of Grantmakers and supported by EPIP), a majority of emerging foundation staffers in the state said that "mentoring from experienced professionals" was the professional development option that would be most helpful to them.

As a field, we ought to be working to make the foundation community itself hospitable to new and old neighbors alike - an inter-generational community, if you will. We ought to welcome strangers, whose ideas we do not yet understand. In that kind of environment, perhaps newcomers would feel comfortable enough to seek out knowledge from those who are all ready far along on their own philanthropic journeys.

Thursday, October 25, 2007

EPIP is a mentoring program?

In preparation for our monthly chapter leader call, we've considered multiple models for mentoring programs: one-on-one, cohorts, increasing fellowships, formal, informal. Then I ran across an article I had in an old EPIP file from Fast Company. What do you think of this concluding paragraph from the article - is EPIP in and of itself a mentoring program?

The most important lesson that the women's approach to mentoring has to teach: It's not about a mentoring relationship. It's about a mentoring mentality. "You don't need a single mentor who you keep throughout your career," says Otte. "What happens when your company downsizes and your mentor leaves? What you need is a mind-set that allows you to learn from those around you, no matter who they are."

Thursday, October 18, 2007

Most of the attention about the coming leadership gap has been focused on the nonprofit sector and very little attention has been paid to how the philanthropic sector will react to those same generational demographics. In stark contrast to this trend, the Minnesota Council on Foundations did an entire newsletter this summer on generational changes in the field of philanthropy. If you are interested in this topic or are trying to develop strategies to help your foundation come through this transition with flying colors, check out the issue here.

Wednesday, October 17, 2007

At EPIP, we have been busy planning for the upcoming year – chapter leader conference calls, more newsletters, website restructuring, revitalizing the blog (one result of this planning is this entry), and on…In doing research on other philanthropy blogs, I have read intriguing entries at GiveWell (http://blog.givewell.net/) and http://insidefoundations.blogspot.com/ - they both tackle one aspect of working in foundations: the decision making process for making grants. GiveWell identified 4 funding areas and are very open about their decision making process – indeed, writing about it frequently on the blog – the challenges, the specific proposals that are sent, the reasons for their decisions. Mysterious M writes about their experience as a program associate and the challenges of working inside a foundation (the foundation is going through a restructuring process in addition to grantmaking). Do you work at a foundation? What is your experience? To what extent is your foundation transparent? What, if any, changes would you make?

Thursday, August 16, 2007

Thinking about Philanthropy and its Roles

I read a post on New Voices in Philanthropy coincidentally the night the bridge collapsed in Minneapolis because I wanted to reference Trista’s blog in the upcoming EPIP newsletter. That night she had posted a question about what philanthropy should do in response and her question was embedded in my mind the day after as I listened to coverage of the bridge collapse in Minneapolis. Especially when I was driving around Denver and witnessed two news crews filming bridges over I-25 that were crumbling - ah, the sensationalist press.

I think another role not mentioned in her post is how foundations can affect policy change. Specifically, within the government's taxing structure, which continually has a negative spin to it by politicians and the press. The government needs money to prevent tragedies like this and the way government is funded is through taxes. Of course, some would argue that government wastes the money it has. Funding advocacy groups or watchdog groups who could step in with some oversight could be another role for philanthropy. Or, we could just rely on our systems of checks and balances.

What is your experience with public policy change? Should foundations have a role? If so, what should it be?

Tuesday, August 14, 2007

Top 10 Reasons Why Philanthropy Blogging is Important to the Future of Foundations

I started a blog about next generation philanthropy issues because I was having such a great time taking about the issues of the philanthropic sector at Minnesota’s monthly EPIP lunches and was very disappointed that there wasn’t another place where those conversations were happening. After talking to Jessica at the Future Leaders in Philanthropy blog at an EPIP conference about blogging’s role in developing a voice for this generation’s leaders, I decided to write my own. Creating my blog and interacting with the community it has created has not only been a great experience for me personally but I think it is part of a trend that is important to the sector as a whole. The top 10 reasons why blogs are good for the future of foundations:

  1. Traditional media doesn’t really give a hoot about what happens in the foundation world. Buffet gifts aside, it is hard to find consistent coverage of the sector, blogs fill that void.
  2. Blogs identify trends. New ideas that are bubbling up in the sector (or old ideas that are being reconsidered) first show up in blogs. Topics like rethinking the term “nonprofit”, should nonprofits play a role in election campaigns, and the public relations problem of Gen X are all being discussed on philanthropy blogs right now.
  3. Foundations are notoriously secretive and blogs are very open. Blogging about the field lifts that curtain so everyone can see Oz and as scary as that is, it makes us better at our jobs.
  4. Nonprofits are looking for clues about how foundations operate. Blogs give insight into the people behind the letterhead.
  5. Blogs invite participation. Participation creates new and better ideas than closed door brainstorming sessions.
  6. Blogs are timely. Traditional philanthropic media is usually monthly or quarterly, blogs can report quickly on things that are important to the field.
  7. Blogs give power to the young and tech savvy. You don’t have to have the budget for a newsletter to be heard anymore and that levels the playing field for young people.
  8. Readers vote with their clicks about what content is important to them. Good bloggers take reader statistics to heart and that increases the amount of relevant stories about philanthropy published over time.
  9. Blogs make writers become more introspective about their reasoning. Writing about your beliefs and decision-making process keeps you accountable and forces you to look in the mirror.
  10. Social Change is messy and so are blogs. You can’t change the world by making a proclamation from a mountaintop, you need to get in the mud and get to work. Blogs have an “all hands on deck” feeling and I think that is the only way we are going to make real change.

Trista Harris, Chair of EPIP-MN, is a Program Officer at the Saint Paul Foundation and is the voice behind www.newvoicesofphilanthropy.org, a blog about next generation philanthropy issues.

Friday, August 10, 2007

The Intrinsic Value of EPIP:
(You get way MORE than what you pay for!)

I was recently asked my reasons for joining the EPIP Board of Advisors. Rather than mouth off a corny answer like, “it is a great organization” (which it is by the way!) I decided to put down on paper why I feel compelled to support an organization like EPIP.

1. In my personal view foundations (private, independent, and community) in general have a liberal connotation to them (despite the types of grants they make!) simply because of their definition. Given this feeling, one can assume that opportunities for leadership, professional development and personal growth must be abundant for foundation employees. Unfortunately, this is not the case. Opportunities for leadership and professional development vary from one extreme to another from one foundation to another and the mission of the organization has nothing to do with it. Real opportunities to work on projects that involve organizational sustainability, strategic growth and development are few and far in between. When I first viewed the EPIP Board nomination form, I saw these opportunities reflected there, ones that I greatly lacked in my existing position as an emerging grant maker.

2. A recent EPIP survey across various chapters showed that career guidance is an issue of tremendous interest. Given that the purpose of foundations is to give away money to nobler causes they often tend to be small in staff size to keep operating costs to a minimum. Emerging grant makers might not have access to mentors or career guidance in the form of their supervisor or coworkers. In light of this situation, a community like EPIP is extremely valuable where peers can share experiences and learn from each others successes and challenges. At the same time the networking benefits for career advancement are tremendous.

3. And lastly, EPIP’s mission to advance the field of social justice philanthropy is unique in itself. As mentioned above, foundations and philanthropy might conjure images of left wing ideologies. However, social justice philanthropy is about being fair in the way we give money and giving stakeholders in the process a voice and platform to be heard. This is crucial in order to bring about policy reform in the philanthropic sector and the field beyond.

You don't have to be a Board member to access these opportunities. Opportunities abound for all EPIP members to take on a leadership role in their local chapters, organizations and communities. These opportunities can take the role of recruiting new members, helping your local chapter grow (sustainability, strategic planning etc) or just being an EPIP ambassador!

So there you go folks, I am definitely making the most of my membership. Are you?

Pooja Joshi
EPIP Board of Advisors

Monday, July 30, 2007

Foundation Fellowships to be Highlighted at Community Foundations

Speaking of next gen programming at Council on Foundations conferences...

If you are headed to the Fall Conference for Community Foundations this September, be sure to check out our good friends from the San Francisco Foundation and their session on multicultural fellowships in philanthropy.

"This panel will explore foundation approaches to addressing the leadership deficit through a multicultural fellowship lens."

The San Francisco Foundation has been running their apprenticeship program -- bringing diverse young people into the foundation field -- for 25 years! Let me repeat that. 25 YEARS. The program is older than some EPIP members! So big props to the golden gate crew.

Rusty
Philanthropy's Next Gen Reach Toward the Summit

Greetings once again from EPIP headquarters. I have exciting news!

EPIP and our colleague colleague orgs, Resource Generation and 21/64 , are taking a lead to ensure there is excellent programming and outreach geared toward emerging and next gen leaders at the "Philanthropy Summit" (May 4-7, 2008 in the Washington, DC area).

The Summit will be a "mega-conference" that will, for the year 2008, replace the Council on Foundations traditional three meetings [the family foundation, community foundation, and annual conferences].

Our groups are working in coalition with the Summit-planners to design pre-conference activities, concurrent sessions, and side programs that meet the needs of emerging leaders, and raise the important (inter-) generational issues of the day in the broader conference discussion.

This is exciting news for emerging practitioners, and for the field. As the workforce and leadership implications of generational change have slowly dawned on the nonprofit and philanthropy establishment in the last year (slowly becoming urgent), our networks -- established by Gen X and the Millennials philanthropic practitioners over the last 5-10 years -- are now well positioned to partner in such efforts.

You will be hearing from us over the coming year with more information as the next gen reaches toward the summit -- the Philanthropy 2008 Summit, that is.

Rusty

Tuesday, May 08, 2007

Ford, Kellogg & San Francisco Foundation Leaders Headline Intergenerational Discussions at Council Conference

It was a breath of fresh air. Amongst the vast sea of classroom set-up conference rooms, stuffy panels of Baby Boomer talking heads, and heavily abbreviated Q&A sessions, here was a room of emerging leaders seated in a circle, talking informally -- with plenty of time for real questions and conversation. And the speakers listened first, and offered no written speeches or canned opening comments.

Susan Berresford, President of the Ford Foundation; Sterling Spiern, President and CEO of the W.K. Kellogg Foundation, Sandra Hernandez, MD, President of the San Francisco Foundation, and Barbara Eirenreich, the esteemed author and journalist. These four leaders met with emerging philanthropy leaders for inter-generational dialogue at a series of "Emerging Leaders Salons," a new feature that premiered at the Council on Foundations 2007 Annual Conference in Seattle this April.

Conceptualized by Conference Chair Ralph Smith (Annie E. Casey Foundation), the Salons were co-sponsored by the Council on Foundations (COF) and Emerging Practitioners in Philanthropy (EPIP). These intimate sessions created new unique and valuable networking and inter-generational learning spaces for next generation foundation leaders.

Discussion topics included foundations and race in America; moving agendas through foundations; engaging young professionals in foundations and grantmaking; building meaningful and effective careers in philanthropy; staying grounded while sitting at the top of funding institutions; and striking the balance between work and life.

Speakers were selected from the Conference's confirmed speakers by polling leaders of EPIP to learn with whom they would most like to talk.

Friday, April 20, 2007

It's Springtime, and EPIP is Blossoming!

It's the first day of spring 2007 in New York City that really feels like spring. The nor'easter has gone east of the East Coast. The sun is out, umbrellas and gloves are in their drawers.

In addition to flowers, Emerging Practitioners in Philanthropy is blossoming. Last week, we convened our 2007 national gathering of our chapter leaders (we call it our Chapter Leader Gathering, for obvious reasons).

The first day of the Gathering offered a "big picture" of philanthropic theory and practice. We heard from Robert L. Payton, Professor Emeritus of Philanthropic Studies at Indiana University... in fact, as he emphasized, the first-ever professor of Philanthropic Studies. As much as philanthropic traditions and ideas are integral to our society, they have only become a (inter-disciplinary) field of study in the last several decades. We also discussed EPIP's in-housed Philanthropology curriculum, a pilot effort to offer boundary-breaking indepth philanthropic studies specifically for emerging grantmakers.

Our second day was focused on building up skills and offering program and partnership ideas for chapter leaders to bring to their communities.

Sessions on ethics in grant making and fundraising were led by folks from The Grantmaking School and The Fund Raising School, respectively.

There were interactive trainings on Member Recruitment and Chapter Governance. A discussion on how EPIP Chapters can and do work with Regional Associations of Grantmakers featured staff from Indiana Grantmakers Alliance and the Forum of Regional Associations of Grantmakers.

An important roundtable on ideas and tools for "racial justice philanthropy" featured staff from Resource Generation, and JustPhilanthropy.org.

A special series of roundtables focused on how EPIP chapters can leverage their networks to increase philanthropic investment in next generation leadership for nonprofits and social change. Chapter leaders had the chance to learn about the work of EPIP partner organizations working on these issues: Idealist.org Nonprofit Sector Workforce Coalition, Public Allies, Resource Generation, and Young Nonprofit Professionals Network.

On day three, we focused on reflection and planning, to help chapter leaders bring their newfound ideas, skills and connections back to their local EPIP networks.

Many thanks to our host and convener, the Third Millennium Leadership and Philanthropy Initiative of the Indiana University Center on Philanthropy.

Thanks to the folks who staffed and facilitated the Gathering: Dr. Diane Johnson, Kalpana Krishnamurthy, and Jennifer Kramer-Wine.

And thanks to our sponsors and supporters: Lumina Foundation for Education, Annie E. Casey Foundation, Charles Stewart Mott Foundation, The Lilly Endowment, Forum of Regional Associations of Grantmakers, and Indiana Grantmakers Alliance.

This summer we will make a report available on our website that provides more detail about the education and skills-building that took place at the Gathering.

We already know about two online outcomes:

New Voice of Philanthropy Blog
One of our chapter leaders, Trista Harris of EPIP Minnesota, was so inspired that she planted the seeds of a new blog called "New Voices of Philanthropy."
http://www.newvoicesofphilanthropy.blogspot.com

Troubling Questions on Future Leadership for Nonprofits
Jessica Stannard-Friel is one of the founders of the blog Future Leaders in Philanthropy, and she is a New York City EPIP chapter leader and a new EPIP Board of Advisors member. Taken by the next generation nonprofit leadership issues addressed during the Gathering, Jessica posted a two-part article on the site OnPhilanthropy, where she discusses the challenges facing next generation leadership in nonprofits and philanthropy.
http://www.onphilanthropy.com/site/News2?page=NewsArticle&id=7039

Some photos from the Gathering:












Over 50 chapter leaders and other EPIP leaders and partner organization reps had a productive, effective, outcomes-oriented meeting. Oh yeah, and we had fun too!


















At the end of the Gathering, the EPIP Board of Advisors met in-person for the first time in 2007.


















As a part of the Gathering, we had a pre-conference of our Professional Development Fund Awardees. Patrick Corvington of the Annie E. Casey Foundation, and Tina Gridiron Smith of the Lumina Foundation for Education, talked with the awardees on a panel of senior foundation leaders of color.













Willis Bright of the Lilly Endowment, one of the Gathering's sponsors, offered thoughtful comments at our opening reception. Here EPIP's Rusty Stahl presents Willis with an EPIP-branded shoulder bag stuffed with EPIP goodies.

Photos: Mark A. Lee, Great Exposures

Friday, September 16, 2005

Race & Philanthropy in the 3rd Millennium...

I just returned to New York from a brief trip to Indianapolis, where I brought the EPIP perspective to my first meeting of the Advisory Committee for Third Millennium Philanthropy & Leadership Initiative (its nickname is simply 'Millennium').

This is an exciting new 5-year Kellogg Foundation funded initiative at my alma mater, the Indiana University Center on Philanthropy. It is designed to faciliate access to, and equip women and people of color for leadership roles in philanthropy, as well as to attract and cultivate succeeding generations of philanthropic leaders. While the initiative is still taking shape, it has a lot of potential.

The Kellogg, Charles Stewart Mott, and Ford foundations all invest in the health of the philanthropic sector itself, along with the Surdna Foundation, Carnegie Corporation of New York, and a slim few others. But the first three I listed have all shifted in recent years to focus on some iteration of race and diversity issues within philanthropy.

At Kellogg, they have retooled their whole Philanthropy and Volunteerism program to unleash the resources of women, people of color and young people. Mott has allocated a significant portion of its nonprofit sector funding stream to look at racial diversity (this program funds EPIP's Professional Development Fund). And Ford created a program on "Community Philanthropy, Race and Equity in the American South." That program provided start-up funds to EPIP, and remains our major funding partner.

It is a fascinating process to see how these national foundations find synergy amongst their programs, how they put their own stamps on the issues, and how the academic centers, affinity groups, and others in the field respond and react in the ongoing fundraising ballet.

One of the resources I learned about at the meeting is a new report called Short Changed. Prepared by the Applied Research Center, this is a study of the levels and ways that foundations have been providing support for racial justice work and efforts in communities of color, particularly noting that such giving has been proportionately decreasing in recent years.

For more resources on Philanthropy and Diversity/Race, visit the links page of the Philanthropic Initiative for Racial Equity.

Unfortunately I cannot provide a link to Millennium b/c the Center has yet to mention it on their website (?!) To learn more about the initiative, contact Sheryl Forte, Millennium Program Coordinator, at 317-278-8989 or slforte@iupui.edu. Or get in touch with the Center and ask them why they are not telling the whole world wide web about Millennium.

I will keep you informed about how the Millennium moves forward. I am hopeful that EPIP will be able to partner with this initiative in a number of ways. Thanks to Larry Smith for inviting me to represent my take on the needs of emerging practitioners in philanthropy through the Advisory Committee.

Rusty

Friday, September 09, 2005

Think NOLA, Act Locally: An Excerpt from the Meyer Foundation's e-newsletter:

"Hurricane Katrina surfaced in a very dramatic way the issue of persistent poverty in our nation and reminds us of the poor in own region. Were disaster to strike Greater Washington, many of our most vulnerable neighbors would face challenges similar to those faced by the people of the Gulf states.

"Over the coming weeks and months we will all seek answers to questions raised by the experience of Hurricane Katrina. What more can we do to ensure an effective response to a possible disaster in our region? How can we ensure that our most vulnerable neighbors are cared for when disaster strikes and each day as they face challenges to meet basic needs? What are the broader lessons for foundations, nonprofits, and others who seek to help?"
Samantha Bickham: EPIP Member & NOLA Evacuee

Samantha Bickham is an EPIP member and former program officer at the Community Foundation of Greater New Orleans. She was the first recipient of a scholarship from the EPIP Professional Development Fund (Spring 2004), through which she attended a seminar of The Grantmaking School. I met through Linetta Gilbert, EPIP's program officer at the Ford Foundation, who came to Ford from the Community Foundation in NOLA. I usually see Samantha a couple times a year at the community foundations and Southeastern Council of Foundations conferences.

Here is a report on Samantha and her family's (thankfully) safe status. It was sent in by Wanda Jenkins, an EPIP member at the Community Foundation of Chatahoochee Valley (near Atlanta).

For those of you who have not had about Samantha Bickham's status, she is safely in Tyler, Texas with family.

I finally spoke with her last night and she is doing well considering the circumstances.

As you may know, Samantha was a 2004 Hull Fellow and formerly a program officer with the Greater New Orleans Community Foundation. Additionally, Samantha has just recently ventured into the entrepreneurial world by starting her own consulting business.

She was able to leave New Orleans with her mother and brother on Sunday; however, she has lost everything. Personal vehicle, furniture, clothing, EVERYTHING.

But in true Samantha style, she remains in good spirits. If those of you that have had the pleasure of meeting her, you know that she has an electric personality and is truly a wonderful person. I hope that while we are supporting evacuees everywhere, that we can find it in our heart to reach out and support to our own sister in philanthropy in her time of need.

If you want to know Samantha and want to contact her, or if you want to reach out and offer words of support or other resources, email rusty@epip.org for her phone numbers.

Friday, September 02, 2005

Man-Made Natural Disasters?

A few months back, NYC Emerging Practitioners in Philanthropy held a roundtable discussion on how foundations can make grants in response to disasters with a social justice lens. The event was timely then, due to the tsunami that struck Asia. It was a fascinating conversation, featuring senior and emerging leaders from the Red Cross, CitiGroup Foundation, the Foundation Center, Give to Asia, and related groups.

One of the more remarkable comments that lodged in my memory, which came from one of the mentors in the NYC EPIP Mentoring Program, went something like this:

"Every natural disaster is a man-made disaster."

It is the human decisions and policies (regarding thing like zoning and real estate, water use, public transportation, poverty, infrastructure investment) that determine the human costs of naturally-created events.

In the case of the tsunami, decisions about where to build (and re-build) villages and homes -- where poor people could afford to build (i.e. in known dangerous areas), where wealthier people would never build, where government allow developers to build -- then has a tremendous impact on who was killed, made homeless, etc. When foundations and other donors attempted to respond, those thinking about how to avoid a repetition of the disaster had to consider what equitable rebuilding would mean.

As part of my previous job, I worked on a grantmaking program that supported community organizations in a number of states in the South. Through this work, I had the opportunity to travel to Mississippi, Alabama and elsewhere in the region. I heard stories first hand from community leaders that flatly laid out the economic and racial disparity, and the reactionary politics and policies, that are very much alive today in the South.

Clearly the social aftershocks of Katrina have been this bad in large part due to the under-development, entrenched poverty, and continuous institutionalized racial segration. Many of the human effects of this natural disaster were likely man-made.

Of course, this does not just apply to the South. The line of cars clogging the highways to get out of town before the storm were evidence of the generally severe individualism of this society. Who would have thought of getting buses or trains or caravans or carpools to help people without cars or other resources out of town? But if cities and regions invested in regional rail or other forms of public transportation, more people probably would be able to get out of such situations in timely, affordable ways.

So while the natural disaster calls for recovery and rebuilding, the man-made disaster calls for rethinking our society's investments in urban and rural areas, and the new ways in which we need to address poverty and disenfranchisement.

A Sept 1 column, The Storm After The Storm, by David Brooks column in The New York Times more eloquently describes how "(f)loods wash away the surface of society, the settled way things have been done. They expose the underlying power structures, the injustices, the patterns of corruption and the unacknowledged inequalities." I would encourage readers to post comments with your own thoughts on these matters, and invite any EPIP members in the Mid-South or the South at large to add comments.

Thursday, September 01, 2005

Philanthropic Response(s) to Katrina

Right now, there is a flurry of philanthropic chatter -- mostly well intentioned -- on the web regarding Katrina. While governments are the main mode of actions, Americans - and even their governments - continue to rely on civil society organizations such as foundations and relief organizations to both express their will to help, their need to 'do something,' and to meet real needs on the ground. Even at this early date, President Bush has called on his father and President Clinton (the one man 'NGO' himself) to bring in private funding!

Certainly philanthropy -- both individual and institutional -- will have a role to play in short-term relief, mid-term recovery, and long-term rebuilding. This will encompass everything along the continuum of philanthropy: from self-help to mutual aid, from charity, and community building, to long-term institution building, cultural creation and social change. Let us hope, at least.

For those interested in the foundation community's responses, the Southeastern Council on Foundations is seeking out colleagues, and providing giving information. Visit http://www.secf.org.

The NC-based Babcock Foundation, one of the few progressive, regional foundations in the
South, sent out an email listing the following organizations:

Enterprise Corporation of the Delta:

ECD is a strong CDFI based in Jackson, with credit union branches in New Orleans and Gulfport. It has set up a Hurricane Katrina Relief Fund for anyone willing and able to make a contribution to help the region recover. ECD will coordinate its lending and relief efforts with the Red Cross, state and municipal governments, and others. If you would like to make a contribution, please send your check to:

Enterprise Corporation of the Delta
c/o Hurricane Katrina Relief Fund
222 North President Street, Suite 220
Jackson, MS 39201

You can contact ECD at (601) 944-1100 or you can go to their website for more information (www.ecd.org).

Louisiana ACORN

Louisiana ACORN is a statewide community organizing group with local members throughout LA. It is affiliated with the national ACORN org. Anyone who wishes to make a contribution, send in your donation to:

ACORN Hurricane Recovery & Rebuilding Fund

739 8th Street SE
Washington, DC 20003

You can also make an online contribution at www.acorn.org.

Southern Mutual Help Association, Inc.

Southern Mutual Help Association in New Iberia, LA has an urgent call out to any organizations and donors that can assist them with helping the survivors of Hurricane Katrina. SMHA has a solid track record of working with rural people and communities in Southern LA. Please contact Lorna Bourg, smha@southernmutualhelp.org or by phone (337) 367-3277, with any assistance or contributions.

Gulf Coast Community Foundation

The Gulf Coast Community Foundation in Biloxi, MS will have a mailing address to receive contributions. In the meantime, they are using the facilities of www.networkforgood.org. Just type in Gulf Coast Community Foundation and Mississippi.

Greater New Orleans Foundation

The Greater New Orleans Foundation has established a fund to receive on-line contributions for hurricane relief in that community. Go to the foundation's website (www.gnof.org) and click on Hurricane Katrina Recovery Fund.

Baton Rouge Area Foundation

The Hurricane Katrina Displaced Residents Fund ?
will benefit those individuals evacuated to Baton Rouge from the hurricane impacted areas in Greater New Orleans, who are now unable to return for what maybe an extended period.

The Hurricane Katrina New Orleans Recovery Fund ? will focus on the rebuilding of infrastructure to provide basic human services to residents of these devastated areas. If you would like to make a contribution, please send your check to:

Hurricane Katrina Relief Fund
402 N. 4th Street
Baton Rouge, LA 70802

You can also make an online contribution at http://www.braf.org and click on Hurricane Katrina Relief Page link.

Thursday, August 11, 2005

Snapshot of recent work, to bring you up-to-date...

Long time, no post. Sorry this blog has been stale for a season - I am shopping to cook up some spicy new ingredients to make your mouth water! But I thought I would start with some meat and potatoes, to work up an appetite. So here is a healthy (but not too filling) portion of news on what Emerging Practitioners in Philanthropy has been up to.

1. The Professional Development Fund! In late 2004, the Mott Foundation provided a grant to create our Professional Development Fund, which provides diverse emerging foundation professionals in our membership partial funding to get to funder conferences and trainings of their choice. To date, we have sent four members to a conference of Grantmakers for Education, a 3-day course on reviewing proposals put on by The Grantmaking School, and the Institute for New Grantmakers put on by the Council on Foundations. We just closed our 3rd round of applications, and by the end of the calendar year, we will have sent a total of 11 people to a variety of conferences!

2. Philanthropology! We continued to roll-out pilot versions of our Philanthropology workshops...

In March, consultant Omisade Burney-Scott and myself were in Durham and Greensboro, North Carolina to facilitate two well-attended Philanthropology "201" workshops on "paradoxes in philanthropy." One was for an audience of foundation professionals, the other on undergraduate and graduate students in the Triangle Area. These events kicked-off our efforts to expand our presence and activities in North Carolina, and Omisade has been working to build local partnerships toward that end.

During April, the Los Angeles EPIP group held a 201 workshop on "Bringing Culture, Color and Community to Philanthropy: Innovative Cases of Social Justice Philanthropy in Los Angeles." This panel discussion focused on innovative models of giving and fundraising in Los AngelesÂ’ Korean, Mexican and African American communities.

In May, Omisade and I headed to Atlanta, where we lead a similar workshop for constituents in the big ATL. The workshop was co-sponsored by the Southeastern Network of African Americans in Philanthropy (SNAAP, which I readily admit is a much catchier acronym than EPIP), and hosted in an amazing loft space at the Georgia Justice Project. We were aided in planning by Milano Harden, a consultant and former foundation staffer locally. Milano later joined our staff team as a consultant, and has been following-up on the workshop to get an EPIP chapter started in Atlanta.

NYC EPIP held 3 Philanthropology workshops in late spring! The first, a 101 series session, focused on the various forms and types of foundations. The 201 session looked at paradoxes in philanthropy, with a focus on funding women's human rights.

The third NYC workshop was our first attempt at a 301 session on "transforming philanthropy." This was a joint effort between the chapter and the national office, and was co-sponsored by Resource Generation. It brought together about a dozen young wealthy donors and a dozen young foundation professionals to share their perspectives on giving, raising, and being asked for $. Not small talk, really. But by the end of the session, everyone was speaking frankly and honestly! We will continue to partner with Resource Generation to put on more dialogue sessions like this across the country.

This fall, Bay Area EPIP will hold their 2nd annual Philanthropology 201 session!

3. Chapter Leader Gathering! In April, EPIP held our first Chapter Leader Gathering, which brought together 30 folks from our chapter steering committees, start-up chapter efforts, and Board and staff.

It was a watershed moment for everyone! While representatives from each chapter site have been meeting monthly by phone for more than a year, they had never met in person -- the buzz, energy, relationships and fun we had were only possible in person.

We were lucky to have great facilitators in Jose Montano and Sally Lew, and the logistical skills of our consultant Jennifer Kramer-Wine. And guest sponsors included GrantCraft, The Grantmaking School, Resource Generation, and the Grassroots Institute for Fundraising Training (cleverly acronymed "GIFT" -- again, definitely more catchy than EPIP). A report on the Gathering is forthcoming, and we are planning to make this happen annually - the next one will take place in May in Pittsburgh, PA.

4. Chapter Capacity! More recently, we hired Elizabeth Cuccaro, a former Foundation Center researcher, as our first NYC EPIP Chapter Organizer. Working out the national office through a grant from the New York Community Trust, Elizabeth is supporting the chapter's steering committee, mentoring committee and program committee. This has helped to establish a partnership with the New York Regional Association of Grantmakers (lovingly referred to as NYRAG) to expand the chapter's successful Mentoring Program.

So that is the latest from your Friendly Neighborhood EPIP... Ok, that doesn't really slide off the tongue, but I am trying to make our weird little acronym work... I hope this update at least quenches your thirst for the moment. Someone please post comments! And I am going to work on making my next posts full of evenarteryrterry-clogging goodness.

Yours,
Rusty

Saturday, December 25, 2004

Give and Get - Philanthropy meets December.

Merry Christmas and happy holidays, everyone.

In the spirit of birth, re-birth and renewal implicit in Hannukah, Christmas and the New Year holidays, I hope to get this blog reactivated in the new year.

This time of year is always interesting, with its uniquely American mix of giving and getting, religion and capitalism, consumerism and marketing (particularly aimed at kids). The very notion of a Spirit of Christmas is clearly seperated from a spirit of Christianity or Christ and his beliefs. While the various strains of Christianity offer differing solutions to and interpretations of earthly rewards and wealth (and how they relate to Heavenly rewards), it seems to me that mainstream American Christmas has clearly been segmented off from serious religious meaning, and is used by business as a hyper-market moment.

It is almost ironic, then, that all businesses and services seem shut down on Christmas day itself -- like the great feeding frenzy must allow people a brief non-commercial time/space to take a breath, be with family, and purge ourselves of all the things we have purchased through a secondary orgy of giving.

Which leads us to philanthropy (you were wondering where this rant was going, no?). There are (at least) two types of philanthropy going on during this season: inter-personal gift exchange, and organized, organizational fundraising/giving. You can see the prior going on in many homes and workplaces. The latter is often highlighted in the human interest stories of newspapers and television news. The nonprofit sector gets just as worked up in December as the for-profit community! This is the time when individuals and families -- low-income, middle-class and upper-class -- write checks to the "charities" and causes (i.e. nonprofit organizations) about which they care (and also to many that send them direct mail or use other fundraising tools to reach them).

Both the individual and organizational giving and getting bring with them a variety of challenges and questions. Amongst the most serious are the issues of motivation and appropriateness. Why do we give what we give to whom we give? How is it done? In what spirit (to use an over-used phrase) is it given? When do we get or expect to get in exchange?

Just glance at the business reports and it takes little guess work to understand the motivations of businesses and corporations during this season. They cash in all the year-round branding and marketing NOW -- hoping that their products will be the It thing with the 0-18 crowd and their parents. When credit card debt goes up, so do their earnings and stock shares.

The motivations of nonprofits are also related to marketing and earning -- they cash-in less on the cycle of giving in which our consumer-selves live, and more on the moral and humane side of our citizen-selves. What do we care about outside of our family and friendship circles? How do we create our selves, and meaning about ourselves and our world, when we voluntarily donate to organizations that deal with poverty, environment, culture, justice, and pressing community and social issues?

Much has been written on these matters by much more knowledgable and experienced people than myself. As a great first place to looks, I recommend the writings of Paul G. Schervish, a prof at Boston College's Center on Wealth and Philanthropy. You can find his and others' research and articles on Motivations for Charitable Giving at http://www.bc.edu/research/swri/publications/by-topic/motivation/.

Be thankful for all our gifts (you can always return those you don't need),
Rusty

Note: This entry represents personal opinion, and not any stand taken by or opinion of Emerging Practitioners in Philanthropy as an organization.



Wednesday, June 02, 2004

Yours Comments Here!

Please note - Thanks to upgrades to this Blog service, you can now post comments for any and all entries on epip.blogspot.com! I would encourage EPIP members and other readers to do just that - for too long now this blog has been a one-way street - very unlike philanthropy, which is a two-way process. I look forward to hearing from you!

Wednesday, May 19, 2004

There are a couple new philanthropy-oriented blogs out there along with yours truly. It turns out that EPIP is one of the philanthropy blog pioneers!

Philanthropoid: Give and Take
http://philanthropoid.typepad.com/giveandtake/
"Ruminations on philanthropy, charity, generosity---the business of doing good."

Philanthropy 2225
http://philanthropy.blogspot.com/ (published by Research, analysis and provocation on future directions for philanthropy, from Lucy Bernholz of Blueprint Research & Design, Inc. a Bay Area-based consulting firm serving philanthropic foundations.