Carla Javits on COF Tuesday

(This is a guest post from Carla Javits, President of REDF, who is covering the Council on Foundations Conference for Tactical Philanthropy)

By Carla Javits

I attended an excellent set of panels on the media and philanthropy at a mini-summit held at the truly astonishing Newseum. Alberto Ibarguen, President of the Knight Foundation who also chairs the Newseum’s board noted that the President and members of Congress who stroll from the White House to Congress and back will pass the Newseum, and see the huge notation carved into the façade quoting the Constitution – “Congress shall make no law respecting an establishment of religion, … or abridging the freedom of speech, or of the press…”. The discussion was all about the crucial role of philanthropy in ensuring a universal access to honest information as news sources change dramatically - more urgent than ever if we are to retain a strong democracy.

At the end of the day – tired – I headed back to the conference center and was energized all over again by the momentum and success of a group of funders focused on ending homelessness around the country. National funders have partnered with local foundations (like the Frey Family Foundation in Minnesota and the William S. Abell Foundation in Washington, D.C.) – committing more than $50 million to the creation of supportive housing and related strategies to end homelessness around the country.

Joe Weisbord of Fannie Mae moderated. He emphasized the urgency of acting to end homelessness, noting that the issue is compelling to funders who focus on housing, children, prison reentry, and health. Because philanthropy plays such a major role, Weisbord noted (I wholeheartedly agree) that the issue could bear greater attention at the Conference’s plenaries and other sessions. This was the only session on the topic.

Dr. Dennis Culhane of the University of Pennsylvania’s School of Social Policy and Practice is one of the leading researchers on ending homelessness. He pointed out that while the homeless system alone can’t fix the whole affordable housing problem or the other underlying drivers of homelessness, we can make the experience of homelessness survivable (hundreds die homeless each year now); we can prevent many many more people (including children) from ever becoming homeless, and we can limit homelessness to as short a period of time as possible. His basic prescription is to focus on housing not shelter - summarized in his paper, “Rearranging the Deck Chairs or Reallocating the Life Boats”.

Local presenters included Diane Randall who heads up Connecticut’s Partnership for Strong Communities which successfully mobilizes and advocates for public and private investments in affordable and supportive housing in Connecticut. She noted that philanthropy provides not only financial resources, but also fuels confidence and hope.

Minnesota’s Jim Frey and Carleen Rhodes of the St. Paul Foundation talked about the $5 million grant made by the Frey Family Foundation to help the Governor meet his goal of 4,000 units of permanent supportive housing. With 1,700 units already built, they are now campaigning for additional support from other philanthropic families and institutions in Minnesota with increasing success. Ohio’s Terry Donlin Hueseman of the Osteophathic Heritage Foundation described their partnership with the National Alliance to End Homelessness to address rural homelessness throughout Ohio.

And finally David Wertheimer of the Bill and Melinda Gates Foundation described the next phase of their multi-year program to address family homelessness in the State of Washington noting that when the program started in 2000 the goal was to create 1,500 units of permanent and transitional housing for homeless families. As of 2007, this goal had been met, and the Washington Families Fund has been established to fund services for homeless families. The State of Washington recently allocated $6 million, and 18 private and public funders contribute to it.

Based on this progress, the Gates Foundation is inspired to continue to invest and is launching a large-scale new homeless families initiative focused on prevention, coordination, rapid rehousing, the provision of the “right services at the right time in the right amount”, and links to economic opportunity.

Wertheimer closed by quoting Anthony Love who is the head of the Coalition for the Homeless in Houston, Texas — “Nobody likes change except a wet baby, and even the baby complains about it”.

After 15 years at the Corporation for Supportive Housing (whose President Deborah De Santis attended the session today) I know how tough it is to engage philanthropy, government and the community in making the changes required to address homelessness. But I’ve also witnessed impressive results fueled by non-profits, philanthropy, business and thousands of people in local communities around the country working together. All reports are that chronic homelessness – after years of work to increase the supply of supportive housing – is finally falling in this country.

A good way to end the day, and a fine example of something this conference is all about — real results and impact through a combined effort of philanthropy, non-profits, business, government.

The Next Generation

(This is a guest post from Sharna Goldseker,
Director, 21/64 & Vice President of the Andrea and Charles Bronfman Philanthropies, who is covering the Council on Foundations Conference for Tactical Philanthropy)

By Sharna Goldseker

I’ve been working with next generation funders for a little over a decade now–specifically at the Andrea and Charles Bronfman Philanthropies for the last six years– and never have I seen such a collective representation of younger funders than at the Council on Foundations’ (COF) Summit these past few days. Our next generation philanthropy division, 21/64, has been working with Emerging Practitioners in Philanthropy and Resource Generation to plan the first-ever Generational Leadership Program at a COF conference. From a Next Generation Retreat to Emerging Leader Salons, COF gave us the opportunity to create a track of sessions that would be relevant and meaningful and challenging to next generation funders as well as grantmaking professionals.

At Monday morning’s plenary, where AmericaSpeaks led a town hall meeting, I discovered just how many next gen and emerging leaders were attracted to this year’s Generational Leadership Program and other innovative Summit sessions. A quick demographic poll indicated that 17% of the people in the ballroom were between the ages of 20-34 and another 23% were between the ages of 35-44. Assuming that a few Gen Xers and Yers didn’t wake up for the 7am breakfast plenary, 40% of the nearly 3,000 people in attendance is quite a turn out.

At Monday afternoon’s Philanthropy 2.0 session, a standing room only crowd listened to Joe Green, Founder of Facebook Causes, Tom Gardner, Co-Founder of The Motley Fool/Foolanthropy, Rupa Modi, East Coast Development Manager of Kiva.org, Charles Best, Founder, DonorsChoose.org and Michael Smith, Director, Social Investments, The Case Foundation all took turns highlighting their web-based philanthropy applications and the power of those sites to have social and economic impact.

Facebook Causes has mobilized 12.5 million people to sign on to the Save Darfur Campaign, Breast Cancer Awareness Campaign and others. Kiva.org has galvanized 270,000 lenders and $28 million in investments in 40,000 micro-entrepreneurs around the globe. DonorsChoose has catalyzed 70,000 donors and $26 million invested in 1.2 million students in U.S. public schools.

Whether at the COF Summit or online, I find the mobilization of younger funders and citizen philanthropists to be exhilarating. While older generations are wondering where the next generation of leaders are, I’ve certainly seen them this week.

It seems to me, if you offer them a seat at the table, they will fill it to capacity.

Telling the Story of Philanthropy

(This is a guest post from Sandra Bass, Program officer at the David & Lucile Packard Foundation, who is covering the Council on Foundations Conference for Tactical Philanthropy)

By Sandra Bass

Ask the average person what a philanthropist does and they may very well look at you askance before leaning in to whisper a rather sordid tale….when you gently say “no…that’s a philanderer….I’m taking about philanthropy”…that’s usually the point where you get the blank stare or the hunched shoulders. Hard to believe that in this day and age, even among the learned, there are few people who truly understand what philanthropy is and does. The Philanthropic Awareness Initiative is an effort to change all that.

PAI’s research on awareness of philanthropy among “influentials” (defined as policy makers, business, and non-profit leaders) found that only 11% could name a foundation, however about 50% had a vague notion that we did something good. Armed with this woeful data, quite a luminary panel gathered at 5pm today to talk about what we could do to change that. Much of the conversation focused on how to interact effectively with policy makers on issues of importance to your organization rather than the broader issue of educating influentials and the public about the value of philanthropy. Kevin Klose of NPR was one of the few whose comments brushed up against this issue when he mentioned that their audience research indicated that listeners were just as interested in who sponsored programs as the programs themselves. In other words, NPR audiences cared about who supported what….so at least this crowd knows a little about what we do.

Although real tips for how to raise awareness of philanthropy were pretty thin, here are two
1) Getting over our reluctance to speak about our work. There are tasteful ways to publicly acknowledge the good works of your foundation without overshadowing your grantees
2) Tell your stories. Even though many of us strive to influence the lives of thousands if not millions, telling the story of one child, or family, or community will do more to reach the hearts and minds of your audience then a slew of statistics.

links for 2008-05-07

Facing Reality in Philanthropy

A lot of people like to pretend that philanthropy is easy. That every grant meets its objectives and that not only do foundations innovate and take risk, but they still manage to knock the ball out of the park with every decision.

Except innovating and never failing are mutually exclusive. In fact doing anything of note while at the same time consistently avoiding failure is impossible. If you never fall and skin your knee, then while you might not admit it to yourself, you’re hanging out in the kiddie section of the playground.

Jim Canales, the CEO of The James Irvine Foundation, isn’t one of these people. He embraces the idea that “failure” is not a mark of someone to look down your nose at, but a mark of someone who is taking risks and doing difficult things. Last year at the 2007 Council on Foundations conference, Jim was a panelist at the Demonstrating Impact session along with Joel Fleishman, author of The Foundation: A Great American Secret and James Knickman of the New York State Health Foundation. While the session was nominally about showing the world how much impact philanthropy is having, at its core the argument was that by being transparent and honest about what works and does not work in philanthropy, we will truly demonstrate impact.

Yesterday, Jim was back at it, this time with the brilliant Phil Buchanan of the Center for Effective Philanthropy. The session was called “The Advantage of Sharing Failures”. Phil pointed out as the session began that while the COF Conference has long booked sessions about innovations, a couple of years ago you would not have seen a session about failure.

Jim went through a list of the pros and cons of sharing failure:

Pros

  • You share knowledge. As foundations, knowledge and capital is all we have, so we must effectively share both.
  • You help others avoid the repetition of common mistakes.
  • Improve your own work by placing a value on self reflection and on learning.
  • Reinforces your commitment to impact and effectiveness.

Cons

  • Potentially harm your grantees.
  • You might damage your reputation.
  • By highlighting the difficulties you run into, you might discourage others from taking on high risk ventures.
  • Provide fodder for people who are against foundations.

While I think that all of the Pros are correct, I think only the potential to harm your grantees is a legitimate Con (and even this I think should be overcome by a foundation’s obligation to protect people that the grantee are serving over protecting the grantees). The other items are legitimate fears, but are not true risks (although Jim stuck with his point of view that they were when I asked him how real these risks were during the Q&A).

While there is a certain risk to reputational damage if all of your colleagues refuse to ever talk about mistakes and we slide back into a time where foundations pretend that they are infallible forces for good, I will simply point to Jim Canales and Paul Brest (from Hewlett) who both published reports on their mistakes last year. As far as reputational risk, what they got for their trouble was coverage in the New York Times, an op-ed in the Chronicle of Philanthropy and an enhancement of their already stellar reputations. And they got all of this even though for the most part, their colleauges haven’t followed their lead. Effectively hanging them out to dry, the lack of other foundations taking similar steps has made Jim (in his own words), “The poster child for failure in philanthropy”. And yet still he hasn’t suffered any reputational damage. Instead he’s asked to lead sessions at the COF conference.

I think highlighting difficulties and then having nothing bad happen to you (as is the case with Brest and Canales and will likely be the case in 99% of future cases), encourages people to take risks. With Canales leading the way, it is the people who are not joining him in sharing failures that are discouraging other people (ie “Everyone applauded Jim, but they aren’t following suit and sharing. Maybe I shouldn’t either.”)

Does talking about failure provide fodder for people who are anti-foundations? Last year at the Demonstrating Impact session, a member of the audience who identified herself as a professor of marketing stood up to say that people who admit their mistakes publicly are viewed with more trust afterwards. ‘Nuff said.

At the Demonstrating Impact session, panelist James Knickman summed it all up for me:

“We need to frame our release of “failures” as an attempt to learn. No one tells scientists they are a failure when one of their experiments don’t work!”

And my comment at the time, which I stand by now was:

That’s it right there. What philanthropy is engaged in is an experiment. An experiment in how we can all make the world a better place. We don’t know what the right answer is. In fact, the “answer” is probably evolving as quickly as we can design experiments. But by being transparent, by sharing successful ideas and failed ideas. By judging ourselves not on the outcomes of each grant, but on the body of knowledge that we contribute to the field, we will truly transform philanthropy.

Look, I know that this stuff is hard. But moderator Toni Freeman of the Duke Endowment told a wonderful story that highlighted the fact that this is hard, but that you can do it. She described how she had decided to take a “firefighter training class” as part of a leadership training. She was told “you are going to climb up to the 7th floor and jump out the window”. She thought “that sounds good!”, but standing on the ledge, every fiber of her body was telling her not to jump. But she did. And then she climbed back up and jumped out of the window two more times.

And each time it was easier.

Engaging Donors and the “Y & H”

(This is a guest post from Roxie Jerde, of DonorEdge & Greater Kansas City Community Foundation, who is covering the Council on Foundations Conference for Tactical Philanthropy)

By Roxie Jerde

How do we engage voices to be heard? Whether at the Council on Foundation’s Monday opening session of conference attendees from various foundation sectors, to philanthropists – large and small in our communities, to nonprofit organizations to the clients hopefully served well? The in-person discussion guided by “voting” on prescribed questions and an assimilation of ideas for trends proved to be a helpful method to gather 2700+ opinions. The desire to know results immediately was satisfied and I enjoyed the lively discussion with my pot-luck table mates. All the while I wondered when and for what key questions do we engage voices in our communities using this methodology? The Greater Kansas City Community Foundation’s leadership work evolved from the CitiStates process of gathering input and determining five priorities to a focus on the “Time to Get It Right” report issued by a blue ribbon task force of national leaders. Community voices were listened to and they have galvanized a community to realize the potential of Kansas City being a national life science leader. We will need an educated workforce which has lead to initiatives ensuring academic achievement for all in greater Kansas City, a major challenge for our urban public school districts.

I also attended the session on donor advisors, recognizing as a community foundation driven by a donor centric model, the responsibility we have working with donors. It is critical in our donor work to clarify intentions, advise on the best possible use of philanthropic dollars to achieve results and build trust so the donor is assured the community foundation will follow their intent in this lifetime and beyond. Knowing where philanthropic dollars are best invested to achieve results made me appreciate the work we have done to pioneer DonorEdge We do have a quality database of easily accessed information on results driven nonprofits and an exciting partnership with GuideStar to further strengthen our ability to tap into even more quality data nationwide.

Ending the evening at the ‘Y & H”… “young and very hip”…. Next Generation 2.0 session was invigorating! Seeing the potential to tap into the “next generation” with products and new ways of thinking of philanthropy was fun! Last July, the Greater Kansas City Community Foundation launched the Charity Giving Card which uses the online DonorEdge data base for receivers of the giving cards to redeem the cards on DonorEdge nonprofits. The purchaser gets the charitable deduction and the redeemer gets to choose what is important to them ….fun and innovative philanthropy and maybe even “Y & H” in Kansas City. So what will be the next social marketing big idea for community foundations to engage the next generation?

Tactical Philanthropy Un-Reception

Just want to send my thanks out to the 50-60 people that cycled through the Tactical Philanthropy Un-Reception last night. It was a last minute idea, so I was thrilled that so many people showed up (including Tactical Philanthropy reader Bill who drove in to say hi even though he wasn’t attending the conference). I’m already looking forward to COF 2009! Maybe we’ll look into an official Tactical Philanthropy reception? (Or maybe an “un-reception” is better for all those readers who think, “the best part of the conference happens in the hallways!”).

Don’t Worry, I’ll Save Democracy!

(This is a guest post from Sara Melillo, Program officer, McCormick Tribune Foundation, who is covering the Council on Foundations Conference for Tactical Philanthropy)

By Sara Melillo

USC Annenberg Dean Ernest James Wilson III made the room chuckle today with his take on the state of the media as part of the popular Media and Philanthropy mini-summit held at the Newseum. The headline: Traditional media is dying/changing, and democracy is at great risk.

Nothing new there, but through the hundreds of cocktail receptions and dinners he’s obligated to attend, he’s identified the common syllogisms media people use when pleading their importance to democracy.

According to Wilson,

If you’re a member of TRADITIONAL MEDIA you argue:
1. Newspapers are vital to democracy
2. Newspapers are dying, therefore:
3. Democracy in the U.S. is at great risk.

If you’re part of DIGITAL MEDIA:
1. New media is opening new channels of communication and networking for all
2. Democracy is all about the interchange of ideas, therefore:
3. Democracy is being enhanced by digital media.

If you work for PUBLIC BROADCAST:
1. The non-commercial media space is essential for democracy
2. Public broadcasting is seeing a decline in audience and is slow to adapt digital media, therefore:
3. Democracy is at risk.

If you are with COMMERCIAL MEDIA:
1. Commercial media are desperately trying to leverage their assets and cut costs to save itself
2. Democracy is good in principal, but the government has moved away from regulation, therefore:
3. Commercial media pays little attention to democracy.

Levity aside, Wilson raises a good point that more cross-sector collaboration on the challenges facing media is vital. No one sector will “save media” - and self-importance won’t help their case either. I’ve seen the silo-ing firsthand through my work as a journalism program officer, meeting with a variety of organizations claiming to have “solutions” to the changing media landscape.

Wilson’s call for increased cross-media dialogue is useful for funders considering investing in media (and by the looks of the overcrowded room, many either already are or are interested).

Philanthropy 2.0: A Video Q&A with DonorsChoose, Facebook Causes, Kiva, The Motley Fool, and The Case Foundation

(This is a guest post from Peter Deitz, Founder of Social Actions, who is covering the Council on Foundations Conference for Tactical Philanthropy)

By Peter Deitz

For micro-philanthropy groupies, including me, yesterday’s session on Philanthropy 2.0 at the Council on Foundation’s annual conference featured a star studded panel. The founders of DonorsChoose, Facebook Causes, and The Motley Fool were joined by the East Coast Development Manager of Kiva.org and the Director of Social Investment for The Case Foundation. Quite a crew!

Roughly one hundred and fifty people attended the session, choosing Philanthropy 2.0 over a host of other really awesome sessions. Session facilitator Sharna Goldseker, Vice President of the Andrea and Charles Bronfman Philanthropies, took a quick survey of the audience. The attendees consisted of 30% family foundations, 40% community foundations, 5% corporate foundations, 10% private foundations, and 15% foundation consultants and advisors.

For the first hour of the session, the presenters showcased what they have been doing with web 2.0 and philanthropy. For those who aren’t familiar with the platforms listed above:

DonorsChoose.org – A donation site that connects teachers who need supplies for classroom projects with citizen philanthropists interested in funding the projects. (67,400 donors, $1.2 million donated since 2000)

Facebook Causes – A popular application on Facebook that permits anyone to start a fundraiser on behalf of a registered 501c3 organization. (12 million users, $2.5 million raised since 2007)

Kiva.org – A community of advocates of micro-finance that permits individuals to make loans to small business owners in the developing world. (270,000 lenders, $28 million lent since 2004)

The Motley Fool – A web 2.0 financial investment community that also runs an annual program in which investors make donations to a select list of charities.

The Case Foundation – A family foundation started by AOL founder Steve Case that has invested heavily in the tools that make micro-philanthropy possible and has run several contests that encourage individuals to become citizen philanthropists.

After the presentations, the conversation gave way to a Q&A session, in which foundation representatives asked the panel about how philanthropy 2.0 could impact their own work.

Here is a video of the Philanthropy 2.0 Q&A:

Foundations & Human Rights

(This is a guest post from Peter Manzo, board member of National Committee for Responsive Philanthropy, who is covering the Council on Foundations Conference for Tactical Philanthropy)

By Peter Manzo

The themes about philanthropy’s role in the larger gatherings on Monday and Dr. Robert Ross’s remarks at the Philanthropic Awards Celebration in the evening were a big improvement over Sunday’s events.

Human rights was the subject of Monday’s luncheon, and apparently for the first time at a COF conference, oddly.

Gara Lamarche, President and CEO of Atlantic Philanthropies, moderated the panel, which included:

Lamarche launched the conversation with a question about why foundations in the U.S. should care about human rights, teed up by a provocative observation that he often suspected many in philanthropy politely tolerated him when he raised human rights issues, but privately wondered what human rights had to do with philanthropy in the U.S. Robinson responded that people often have differing conceptions of what “human rights” means, from freedom from abuse, to protected civil rights, to rights to food, water, basic security. Romero pointed out that, at least until September 11, many in the U.S. viewed human rights as “something we exported to other countries, while civil rights were things we consumed,” and in a later comment, he took this point further by saying that he views the mission of the ACLU as expanding and defending human rights here at home. Naidoo recounted the devastating “demonstration effect” of the U.S. government’s embrace of waterboarding what the Bush Administration euphemistically calls “enhanced interrogation,” abuses at Abu Ghraib, Guantanamo Bay and special tribunals. He described hearing representatives of repressive security forces in Zimbabwe complain about being pressed on harsh treatment of regime opponents when, in their view, the U.S. openly does as bad or worse. Naidoo said he and his colleagues naturally responded that two wrongs don’t make a right, but the comparison undercuts advocates for human rights around the world.

The panel also touched on the issue of whether there is a tension between economic development and human rights. Robinson noted the example of the high costs of gender discrimination, pointing to a recent study estimating the costs of gender discrimination to Thailand and the surrounding region at $48 Billion.

The question of a trade off in poorer countries between development and human rights is a false dichotomy, which is the point the panelists clearly intended to make. Sadly, some people seem to need to hear that there is a significant financial harm in order to stand firm on human rights. Amartya Sen, the Nobel laureate economist, famously disposed of the false dilemma by proving that the number one indicator associated with economic progress in the developing world is the increased educational attainment of women. In his book Development as Freedom, Sen makes a persuasive case that expanding freedom is both the end and the principal means of development. In Sen’s conception, the expansion of freedom is not defined simply by civil liberty or freedom from abuse, but by advances in “the capabilities of people to do things - and the freedom to lead lives - that they have reason to value.” To my untrained eye, Sen’s approach links real freedom for individuals to the broader social context that supports developing their capabilities, and that is aligned with, not in tension with economic development.

In the Q&A following, an audience member asked why U.S. foundations seem reluctant to fund international human rights. The panelists didn’t affirm or dispute the premise, but they noted that anti-terrorism reporting requirements are inhibiting or intimidating some funders, and that also some funders may be concerned about protecting investments in direct service projects in a country. Naidoo pointed out that foundations should hesitate to make such a trade off, saying that, for example, funders investing in programs in Russia without also addressing the worsening position of citizens’ rights are running a big longer term risk.

Advocacy was the dominant theme of the COF Awards presentations Monday evening. Dr. Robert Ross, CEO of The California Endowment, receiving the Distinguished Grantmaker Award, summed it up well with his remarks, which I’ll try to reflect faithfully (but I didn’t capture direct quotes). Ross said that the Endowment’s philanthropy is defined by two words: diversity and advocacy. Diversity – in culture and ethnic background, life experiences, professional disciplines, and more - drives development of the best, most innovative approaches to the challenges the foundation addresses. But, he said, he thinks the concept of innovation is “oversubscribed” in philanthropy. He pointed out that the people the Endowment and other grant makers fund prove every day that large scale problems can be solved, that they are not intractable. So the key issue isn’t innovation, but rather, how to take innovation to scale, and in the Endowment’s view, advocacy will be essential to developing the public will, and the partnerships across sectors, that will be needed to spread the benefit of innovation as widely as possible. (He also noted that every one of the documentary films that received awards that evening had advocacy at their core.)

The Language of Philanthropy

(This is a guest post from Dahna Goldstein, of PhilanTech and I Do Foundation, who is covering the Council on Foundations Conference for Tactical Philanthropy)

By Dahna Goldstein

One of the things that struck me yesterday is the importance of language in the various contexts of conversations about philanthropy at CoF. There is the obvious - this is an international conference, and all of the sessions are predictably in English, but there are numerous other languages being spoken in the hallways (and by virtually everyone at my lunch table).

But there is also the language of financial investments that is increasingly used to describe not only the endowment side of foundations, but their philanthropic activities as well. Foundation leaders talk about short term versus long term investments in nonprofits, initiatives, ideas. They talk about a portfolio of philanthropic investments, and what percentage of that portfolio should be in “risky” investments. The application of investment language to philanthropy isn’t new, but seems to be more common.

Then there is the question of what we mean by some of the most commonly used words - and some of the most important concepts - in our field:

* Human Rights: Mary Robinson suggested that part of the reason that some of the critical issues of human rights aren’t fully embraced in philanthropy is that “human rights” means different things to different people. Anthony Romero of the ACLU observed that we in the U.S. tend to define human rights as something external (that we export to China or Cuba) versus civil rights which we define as internal;

* Change: Akwasi Aidoo of Trust Africa drew a distinction between two types of change - the change we want to see and that we can influence, and changes that are happening around us to which we need to react (economic, social, technological, etc.);

* Philanthropy: Susan Raymond of Changing Our World posited that the definition of philanthropy itself is changing. Philanthropy has historically been a continuum, a linear process from donations to foundations to grants to nonprofits. Innovations such as emerging bond markets for vaccines that used to be a matter of charity are changing the very definition of philanthropy. Dr. Raymond proposed that the definition of philanthropy may be evolving to include not only charitable organizations, but about a broader social marketplace;

* Philanthropists: The definition of a philanthropist is also changing, fuelled by the increase in micro-philanthropy and the technological tools that are both spurring and supporting its growth. An individual with $25 can arguably now be a philanthropist, which is, in some ways, a radical notion.

It seems the ways we talk about our field help shape it, just as changes in the field help shape the language we use to describe it.

What do you think? How important is the language that we use to describe the work that we’re doing, how we’re doing it, and who is doing it? What are the other key words and concepts that are shaping the field and being shaped by it? How important is it to gain consensus on definitions to support the types of collaborations and impact that this conference seeks to promote?

Scheduling Note

The majority of the COF conference is being held off site today. So without wireless access and with everyone on the move, there will likely be limited posting until this evening.

But there’s lots of great coverage from yesterday if you scroll down the page. Thanks for reading!

links for 2008-05-06

The Yankee Stadium of Philanthropy

(This is a guest post from Carla Javits, President of REDF, who is covering the Council on Foundations Conference for Tactical Philanthropy)

By Carla Javits

The Yankee stadium sized conference center here full of 3,500 people makes you long for a bicycle to ride from place to place and binoculars to watch the action on stage (despite the huge video screens). But the giant plate glass windows looking out at the beautiful waterfront make it a little less overwhelming. It’s old home week for a lot of people here with much milling and warm greetings outside the sessions.

A few impressions from today. Morning session led by AmericaSpeaks raised questions for us to discuss at our tables as we drank our coffee slightly bleary eyed. What should philanthropy do to have greater impact? My table, a little jaded. After the big set up about how we might think about what philanthropy can do to transform the world as we know it… one of our main messages was “have more humility”. My table mates from several of the largest national and California-based foundations also had a few other thoughts. First, the urgency of a greater focus on poverty given the economy, income disparities, and food shortages around the world. But a caution that the way we frame it, the words we use, even “poverty”, may not compel interest from those we most need to pay attention. An intriguing thought from Dee Davis of the Central for Rural Strategies in Kentucky who was at my table (and graciously allowed me to quote him) - “We can’t consume ourselves into prosperity”.

Another table mate suggested reading a new book by Michael Edwards published by Demos called “Just Another Emperor: the Myth and Realities of Philanthropcapitalism.” Quickly skimming it, the book appears to challenge the value of social enterprise, social enterpreneurship, and venture philanthropy — all of which are at the heart of the organization I lead.

I’ll have more to say about his argument once I’ve had time away from Yankee stadium to read it. Superficially scanning the book did make me think about the fact that decades of traditional philanthropy have achieved some astonishing and great things, but have not yet led us to the world we want (also the title of a fine book by Peter Karoff. Knowing there is no silver bullet, full exploration of new approaches seems highly warranted, and I hope more of us will continue to pursue them as we aim for even more powerful results.

I attended two sessions on the National Fund for Workforce Solutions. Sponsored by the Annie E. Casey, Ford, Weinberg, and Hitachi Foundations, and the Department of Labor, with more foundations joining, the intent is to help start up foundation-based workforce collaboratives in 30-50 communities around the country. The basic idea is to help people who have barriers to employment get good jobs, keep them, and advance.

A central focus is a pretty basic notion which is suprisingly unusual in the wonderful world of workforce development. That is to address the ‘dual customer’ — not only the needs of the individual, but also the needs of business. And the point is also to better coordinate. Marguerite Womack of The United Way of Los Angeles which is leading a collaborative effort there talked about bringing the seven workforce investment boards together, since each one had been working alone on parallel initiatives to get workers into jobs in health care and other industires.

Latoya Patterson, a career coach at the University of Maryland Medical Center, spoke about the kind of support she provides to help workers succeed. Also on the panel was Ms. C, a mother of seven who had been able to leave private duty nursing for a more stable job as a hospital worker with the support of Ms. Patterson’s career coaching. She described how critical it had been in helping her to successfully retain her job despite a significant illness of one of her children and her own mother. Her daughter aspired to a professional career in health care, inspired by her mother’s example.

At a panel later that afternoon, the central importance of employer-based career coaching was reaffirmed. It reminded me of some great work that Springboard Forward is doing back home in the Bay Area. A top administrator of the University of Maryland Medical Center affirmed that the business community viewed the workforce collaborative’s effort as a civic priority and that the Medical Center views it as a way to develop a pipeline of workers and be a good corporate citizen.

Jason Perkins-Cohen of the Job Opportunities Task Force in Baltimore talked about his successful program that trains workers for jobs as plumbers, carpenters and electricians. With 70% of the participants starting with criminal backgrounds, 80% became employed with many earning as much as $20/hour.

The Baltimore programs were incredibly impressive, but in total served several hundred people. A discussion of scale and sustainability suggested that on the one hand individual programs should not be forced to scale too quickly, and that on the other hand the workforce collaboratives could achieve greater scale by sustained efforts to create an array of different programs for people at different points in the employment ‘pipeline’.

An instructive afternoon panel led by Rick McGahey of the Ford Foundation noted that there is huge demographic opportunity and challenge as baby boomers leave the workforce. Georgetown Professor Harry Holzer asserted that there are a host of ‘middle skill’ jobs available to people with a post-secondary credential or training, but not necessarily a four year college degree. These jobs offer opportunities, but many workers will need to access training, and will require support for transportation, childcare and other needs to take advantage of them. This panel also emphasized again the amazing point that a sustained connection to private sector business is the key challenge for workforce development and has happened far too little and never in a sustained way.

There were some challenging questions about whether the National Fund for Workforce Solutions might take on the issue of job discrimination against people with a criminal record, raised by Debbie Alvarez, a trustee of the East Bay Community Foundation and Director of S.F. Goodwill. The response was that if this issue bubbles up from communities, the Fund would consider addressing it - most likely at the regional level, as the Fund is not primarily an advocacy organization at the national level.

Discussion also ensued about the right population to target. While panelists stated that it was important not to ‘cream’ by serving those who would have made it without assistance, on the other hand the collaboratives are not focused on those with the most significant barriers. Although the target population, it was noted, might vary from region to region.

This got me thinking about the whole question of “social return on investment”, or in a simpler form - the costs and benefits of private and public investments. When does it make sense to help those with more significant barriers - where the investments might be greater, but ultimately make a bigger impact; and when is it more beneficial to help others perhaps at lower cost - but not necessarily lower net cost. Responding to this questions has been part of REDF’s effort to measure the social return on investment for the social enterprises we support which have brought thousands of people with major barriers - homelessness, criminal histories, mental illness — into the workforce.

The comments and questions about scale and targeting continue to roll around in my sleepy head.

Pheww….an action packed day. Tomorrow - mini-summits and a gathering on homelessness. Wednesday, back to Yankee stadium

Everything Old is New Again

(This is a guest post from Chris Cardona, of the NYC Venture Philanthropy Fund, who is covering the Council on Foundations Conference for Tactical Philanthropy)

By Chris Cardona

After yesterday’s broad conversations and themes, day 2 of the CoF summit was about getting into the nitty-gritty. I went to the morning concurrent session on social entrepreneurship, so ably covered by my blog-team colleague Taylor Ansley. I would only add from the perspective of my giving circle, which focuses on social entrepreneurship, that it’s thrilling to see such interest in the topic, and also such healthy skepticism about its applicability. Also, Bill Drayton of Ashoka has an amazing presence; calm, professorial in the best way, utterly devoid of hype, and yet very clear about what needs to change in the world. What an inspiring model.

The idea that most stood out for me from the session was that philanthropy can be “patient capital” to help socially beneficial ideas that at first can’t be delivered at costs that make them viable as for-profit investments. Patient capital can help these efforts develop proof of concept, so they can get to the point where they can ultimately become attractive to for-profit investors, therefore opening them up to vast reservoirs of private funding. This is of course the oldest saw about philanthropy’s role in society, that it can incubate innovative ideas that others won’t support, etc., etc. This dynamic – in which business-speak is used to clothe an old insight – reminds me of graduate school (over the past year I’ve been completing my dissertation in political science). For many years, students of comparative politics have developed thoughtful analyses of the conditions that underlie transitions to democracy (to take just one topic). Recently, economics has colonized political science, using very fancy technical mathematics to rebuild comparative politics from the ground up, with little regard or respect for what’s been done before. Along the way, old insights about transitions to democracy (to take just one topic) have been arrived at after tortuous mathematical contortions and presented as new. During the terrific lunch plenary, Mary Robinson referred to a global group of “Elders” organized by Nelson Mandela, of which she is a part. Oh, to have the insights of philanthropic elders save us fans of social entrepreneurship from reinventing the wheel as economists have done in political science….

The lunch plenary really was very good. I think the Council did a great job this year of mixing broadly accessible plenaries and technically-focused breakout sessions. Thank you, Kumi Naidoo of CIVICUS, for my favorite new distinction: philanthropy vs. “fool-anthropy.” I was laughing too hard to catch his particular definition of the latter term. Anyone recall it?

In the afternoon, Julie Rogers at the emerging leaders salon told a great story about how she came to be a young foundation CEO (connecting with a savvy and empowering board chair whose skills and temperament she complemented) and grew into what has become a long and successful tenure (by hiring talented people and creating a family-friendly environment). I find myself drawn lately to a model of soft-spoken, unassuming, but sharply insightful leadership exemplified by Rogers, Drayton, and yesterday’s salon speaker Susan Berresford. Thanks to EPIP for making two of those three accessible through the emerging leaders salon.

I was disappointed at the turnout for what looked to be a very informative session in the afternoon on giving circles and foundations. I arrived late myself, but it’s clear that there was a lot of good thinking going on, and one particularly interesting model that involved a traveling giving circle. I guess it’s not clear yet to many foundation leaders the value of partnerships with giving circles. Well, my takeaway for my NYC Venture Philanthropy Fund colleagues will be, “let’s see if we can’t do something about that.”

My dissertation calls, so I’m headed back to New York on Tuesday morning. Thanks to Sean for this opportunity and to my fellow bloggers for their insights.