Category Archives: nonprofit

The Role of Design and “Design Thinking” in Philanthropy

At the turn of the current century, after decades of academic percolation, the concept of “design thinking” began to expand rapidly in popular business literature and conversation. Although finding a clear, consistent explanation of design thinking is rather like asking bridesmaids to agree on the perfect shade of blue, Wikipedia offers this definition:

Design Thinking refers to the methods and processes for investigating ill-defined problems, acquiring information, analyzing knowledge, and positing solutions in the design and planning fields. As a style of thinking, it is generally considered the ability to combine empathy for the context of a problem, creativity in the generation of insights and solutions, and rationality to analyze and fit solutions to the context.

Ill-defined problems. Combining empathy, creativity, and rationality in developing a solution. Sounds perfect for philanthropy, doesn’t it? It’s no wonder then, that as design thinking has become manifest in the business world, it’s beginning to pique the interest of the funding community.

In a recent conversation with Kyle Reis, Manager for Strategy and Operations at the Ford Foundation, we pondered the question of how foundations might partner with design communities to help them learn how to more fundamentally and intentionally integrate design and design thinking into their work.

And this is already happening.  One of the better-known examples of this is IDEO, a San Francisco Bay Area design firm that is a recognized frontrunner in the design thinking movement. IDEO President and CEO Tim Brown and Jocelyn Wyatt, who then led the company’s Social Innovation group, published a flagship article, “Design Thinking for the Social Sector,” in the winter 2010 edition of the Stanford Social Innovation Review that has helped pave the way for further reflection on the topic.  In 2011, the company started its own philanthropic arm, IDEO.org, to help bring design thinking to social problems. (Wyatt is now its co-lead and executive director.) The Chronicle of Philanthropy covered this launch with a great story about a collaboration to pilot a new, affordable system of in-home toilets for low-income urban dwellers in Ghana.

One element of this effort, OpenIDEO, focuses on leveraging crowd-wisdom by using an online platform to discuss solutions to social challenges. In this space, people from around the world can lend their knowledge, ideas and insights to help solve social problems, whether local or global. (There’s a great video there about that Ghana toilet project, too.)

And foundations themselves are focusing on ways in which design might inform and advance the work of foundations. The Ford Foundation, for instance, hosted a meeting earlier this year, Change By Design, to bring together leaders in design, social innovation, art and journalism to think creatively about digital storytelling and cutting-edge tools to visualize, map and create narratives that inspire action.  (Here are some resources highlighted at that meeting).

The idea of open sharing of creativity and knowledge for common good is intriguing. The business world doesn’t own the concept of design thinking any more than the philanthropic world owns the concept of empathy, so it makes sense that the two should combine forces and resources (along with government, entrepreneurs, engaged citizens, scientists, educators, and designers) to solve social problems.

But while there are plenty of articles, information, opinions and posts from the corporate and academic perspectives about the social benefits of design thinking, it’s still relatively quiet on the philanthropic side.  But that is changing. In my next post, we’ll talk about some of the conversations already taking place and efforts that are now underway, such as Public Interest Design and the School for Visual Arts Design for Social Innovation MFA program, to more systematically weave design and social change together.

And in the true spirit of design thinking, advancement comes by listening to a variety of perspectives. So why not add the voice of philanthropy to design and in the process bring the benefits of design thinking to our philanthropic work?

Have you had experience with design or design thinking in your work? If so, please share a comment!

P.S. For a quick way to better your understanding about what design thinking is and what it might do, check out the trailer for Design and Thinking, a documentary on design thinking, that was released earlier this year. Also, visit the Institute of Design at Stanford’s website and watch their 3-minute video about a design thinking boot camp course for all disciplines.

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Posted by Kris Putnam-Walkerly © Kris Putnam-Walkerly and Philanthropy411, 2012

5 Cool Things in Philanthropy this Month

From time to time, Philanthropy411 is asked to highlight or blog about events going on in the world of philanthropy.  We are going to look back, and ahead, and share some of these great stories with you!

What Will Your Good Deed Be This September 11th?
This September 11th marks the 10 year anniversary of the tragic events of 9/11. In honor of those who lost their lives, survived the attacks, helped in rescue efforts or were personally affected – MyGoodDeed (www.911day.org), a leading 9/11 nonprofit organization, and HandsOn Network, the volunteer activation division of Points of Light Institute – have just launched an inspiring national PSA campaign themed “I Will.”

The goal is ONE MILLION GOOD DEED TRIBUTES before September 11, 2011.  To post a personal “I will” tribute, go to the 9/11 Day Observance Facebook page at www.Facebook.com/911dayPlease click through and post your good deed!

PUMA’s Project Pink
PUMA is leaving the decision of Project Pink’s ultimate beneficiary up to young soccer fans, gathering nominations for deserving charitable organizations at www.puma.com/projectpink between July 17 and September 22; voting opens on September 26 and runs through October 7. The group with the most votes will receive 100% of profits from the sale of PUMA Project Pink merchandise, as well as additional funds raised via initiatives throughout the season, at the culmination of the program in October.

Toyota 100 Cars for Good
Toyota recently announced the final 25 winners in the Toyota 100 Cars for Good program, which awarded 100 vehicles over the course of 100 days to 100 deserving nonprofit organizations based on votes from the public.  The final set of winners spanned several categories including human services, child advocacy, health & safety and animal welfare.  Click here to see the entire list!

ColdAvenger Donates Cold Weather Gear to Clothes4Souls Nonprofit
Talus Outdoor Tech is donating more than 1,000 lung-and-airway-protection masks to Clothes4Souls. Clothes4Souls coordinates worldwide donations of new and gently used clothing items to those who need them most.  Read more about providing hope through the gift of clothing here.

IBM’s Smarter Planet Grants
“Non profit and education organizations are the lifeblood of local communities, and we want to help them by offering support to build a smarter planet,” said Stanley S. Litow, vice president of corporate citizenship and corporate affairs at IBM. “In conjunction with our employees making their skills available through massive volunteer efforts, IBM’s Centennial grants will help non profits and educational organizations meet their key goals.”  Read more about building a smarter planet here.

Philanthropy411 does not endorse theses companies, and is not paid to share these stories.

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Posted by Kris Putnam-Walkerly © Kris Putnam-Walkerly and Philanthropy411, 2011.

How Rec.fm Can Change the World

This blog was written by Brenton Gieser, and was posted on his website, brentongieser.com, on December 31, 2010.  We are re-posting it here with his permission.


A little over a month ago I began a stint as a consultant with Rec.fm, a new start-up out of the valley that is dedicated to merging social commerce with cause donations.  A month later I am becoming more and more aware of the Non-Profit landscape and the themes of creativity and innovation.  The majority of the charities I talked to sparked from a possibility, an idea that would make the world a better place…most got to where they are today through innovation and ingenuity.  Rec.fm is based on an idea that we direct a slice of the billions of dollars moving by way of social commerce to causes that better our world!  The vehicle of product recommendations is the innovation needed to gain a slice of the bigger pie.  Just the type of innovation these NPO’s spawned from.

How it works:

Go to Rec.fm and start recommending products you love and find product recommendations from your friends and other people.  You can also ask the community for specific recommendations on product types.  For most people, the real exciting part is choosing a cause to give back to.  You can browse from our partner charities to find a cause you care most about and contribute to that cause with every rec you make.  In my eyes much of the beauty of Rec.fm is that it gives people an alternative way to give back.  Forget digging into your pockets to support entrepreneurs in a third world country (I contribute to Kiva.org), instead do actions you do on a weekly basis anyways (chat about a movie, talk about your Mac Book, etc.) and through that…give to those entrepreneurs in third world countries.

How it can change the world:

Success stories like the Facebook app Causes and Charity Water are proving that many people want to and can change the world with the use of social media.  Bring social commerce and an individual’s social equity together and you have something powerful.  Rec.fm facilitates social powered buying based on recommendations from trusted sources…THE PEOPLE YOU KNOW!   With 90% of consumers participating in peer recommendations, (stat from Nielsen) we look to our friends for product recs than we do Google.  Now allow those people recommending products to their social circle to give back to causes they care about and you have a natural behavior followed by an altruistic motive.

If we as consumers began to consume intelligently and recommend product for a purpose we can make a huge difference in the world.  With Rec.fm donating over half of all site earning to the causes of a user’s choice, just a few recs from you can make a large impact.  One tweet and one shared link on Facebook can bring in hundreds or potential thousands of dollars to an important cause.

There are infinite possibilities.  Rec.fm can be a clear and simple way you and your friends connect when it comes to recommending products, it can be a source in searching for what celebrities buy (all in support of the charities of those celebrities).  It’s a powerful tool to use you “social equity” to do good!

I encourage everyone to use Rec.fm in 2011 (and beyond for that matter).  Start sharing with friends…ask your friends what they recommend and give back to causes you are passionate about.  I would love to hear back from you with any feedback you may have on how Rec.fm can better change the world!

Note: Kris Putnam-Walkerly is also an Advisor to Rec.fm. You can learn more about Rec.fm and my involvement in my recent blog post.

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The Philanthropy411 2010 Charitable Gift Guide

Cyber Monday is behind us (thank god!). Now it’s time to finish your holiday shopping so you can do what you truly enjoy during the holidays: spend time with friends and loved ones, take time off work to relax, volunteer to help those in need, appreciate all the wonder and beauty of life, and oh yes, attend all those holiday parties!  Why not put your holiday shopping dollars to work for a great cause?

I’ve put together 13 fabulous gift ideas, so you can give gifts that will be cherished while supporting nonprofits that are making a difference at home and across the globe.

Give the Gift of Giving – A flurry of organizations are offering charitable gift cards, allowing the gift recipient to pick an organization to receive a charitable donation. 

The Good Card

Give Hope in a Bottle… A Water Bottle – Be like Matt Damon and give a  CamelBak water bottle to your family and friends. You know, the ones who go hiking, mountain biking, rock climbing, or just like staying hydrated. Water.org is selling these limited edition bottles, and 100% of the profits go directly to support people around the world who lack clean water. Give just one bottle ($19 or $25) and you help a child get clean, safe water. How cool and refreshing is that?!

Matt Damon shows off his CamelBak water bottle

Give a Cow - Or a water buffalo, llama, goat, or camel! Make a donation through Heifer International, and give an animal to a family in need. One cow provides 4 gallons of milk per day for a family. After your donation, you’ll have the opportunity to create a printable gift card or e-card to tell your friends and family that you’ve honored them with a Heifer gift.

Recommend Products You Love To Help Causes You Care About – Recommend your favorite products at Rec.fm, choose a charity, and share your product recs with your friends, family and followers via Facebook, Twitter, email, etc. When someone buys one of your recommended products, Rec.fm will donate 100% of its earnings to your charity through the end of December (they normally provide 51%).  To learn more about Rec.fm, check out my earlier blog post “A New Source of Funding for Nonprofits: Product Recommendations.”

Give a Tote Bag – H&M and UNICEF have partnered to offer this hip, organic cotton tote for the All for the Children campaign created by H&M and UNICEF. Thirty percent of the price of the bag will be donated to the charity, and they will be sold at H&M locations.

Tote bag from H&M benefits Unicef

Give Gifts to Benefit US Soldiers and Veterans - Many thanks to Craig Newmark, founder of craigslist, for bringing my attention back to the needs of veterans (I previously worked at a VA Medical Center) through his informative blog posts and tweets.  You can give a $40 pre-paid phone card to American soldiers abroad through the CauseCast Store and USO. Or you can buy President Obama’s new children’s book, Of Thee I Sing: A Letter to My Daughters, and his book proceeds will be donated to the Fisher House Foundation to provide scholarships to children of US veterans. Buy the book on Amazon through my recommendation, and Water.org also benefits! Fisher House is 4-star rated on Charity Navigator, and I know from personal experience that they provide tremendous support to veterans.

My recommendation for "Of Thee I Sing" on Rec.fm

Give the Gift of No More Junk Mail – For $10 Precycle will remove someone’s name from junk mailing lists (80% reduction) and save some of the 93.5 million trees destroyed each year to create all that clutter. They will also plant 5 trees in the person’s name (for $20 you get all that plus a tote bag and 2 eco-friendly light bulbs!). Thanks to Change.org for this charitable gift tip!

Buy From the Sesame Street Store – When you purchase Sesame Street products from their online store, the proceeds help Sesame Workshop, a nonprofit organization, produce Sesame Street and other programs that give opportunity and hope to children in more than 120 countries. Go ahead, you know you want an Elmo hat!

JustGive.org Gift Collections – Each gift collection features four charities that support a specific cause, such as feeding the hungry, supporting women globally, ending animal cruelty, and promoting human rights. They’ve pre-selected 4 charities for each cause to make it easy for you, and the collection is sent in a gift basket. You can select the amount for each charity, with a minimum of $40 per collection.

Support A Nonprofit For Free with Target -  While shopping online at Target (you know who you are), you can create a simple wish list and Target will donate $5 to a new nonprofit each week, up to $50,000. As I write this post, this week’s charity is the St. Jude Children’s Research Hospital. Last week it was the Salvation Army.

Lastly, check out these other terrific charitable gift giving guides from Change.org, Mashable, and the Charitable Gift Giving Blog!

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Posted by Kris Putnam-Walkerly © Kris Putnam-Walkerly and Philanthropy411, 2010.

A New Source of Funds for Nonprofits: Product Recommendations!

The Great Recession has hit nonprofits hard. The most recent Chronicle of Philanthropy survey found that donations to the nation’s biggest charities dropped 11 % last year – resulting in billions of dollars in lost revenue. It’s the worst decline since the survey started 20 years ago.

The good news: There is a large, promising, and rapidly growing new source of funds to support great causes — and you probably never thought about it before (I sure hadn’t): Product recommendations, through a cool new service called Rec.fm.

Rec.fm, a 2010 SXSW Web Award finalist, is an online service where you can recommend products you love for the causes you care about. It works like this: You love a product (a book, iPad, watch, Coach purse) and you write a brief 140-character recommendation of that product on the Rec.fm site.  You can leave the ‘rec’ on the site, share it with your friends or post it on your Facebook profile like this:

When someone else buys that product by clicking through on your recommendation, the merchant (e.g. Amazon) gives Rec.fm a referral fee (this usually ranges from 5% – 25% of the purchase price, and can be even higher!). You choose from one of Rec.fm’s many nonprofit partners, such as Grassroots.org, Water.org, American Red Cross, Kiva, National Foundation for Cancer Research, and Autism Speaks, and Rec.fm gives that nonprofit 51% of the referral fee! This 55 sec. Rec.fm Video gives you a quick overview.

Rec.fm has the potential to be a huge source of revenue for nonprofits. It’s designed to take full advantage of the viral “sharing and helping” nature of social networks like Facebook and Twitter, and active users of social networks spend about $150 billion annually (yes, billion with a B)  buying products online — an amount that is growing 52% per year.  Social network users are also increasingly concerned about helping people and communities in need.

Full disclosure: I’m an advisor to Rec.fm. But don’t just take it from me — Rec.fm has been featured twice on Mashable, including on their Spark of Genius Series,  other national blogs such as LifeHacker and JustMeans, and they were a 2010 Web Awards finalist at the South By South West conference. The service is fully operational in public beta, and integrated with Facebook and Twitter, as well as with major commerce networks such as Amazon.com, Apple iTunes, and Shopping.com.

You can check out my  recommendations for all my favorite baby products  here on my Rec.fm profile page which looks like this:

(When I am not consulting to foundations I’m caring for my totally adorable twin babies — see photo above!). If you have little ones in your life or upcoming baby showers, you can click the product links to purchase them, and the nonprofit I chose — Water.org — will receive a check for 51% of the referral fee!  You can also buy a recommended laptop or Play Station 3 to benefit the American Red Cross, an iPod Touch or a digital camera to benefit the National Center for Cancer Research,  or organic snail repellent to benefit Kiva, etc., etc.

Rec.fm isn’t the only site where you can use your purchasing power and knowledge to help great causes.  Here’s some other sites you should check out as well:

  • Endorse For A Cause – turn your online shopping habit into a fundraiser for the cause of your choice.
  • SocialVibe – donate money to your selected charity based on participation in branded activities like surveys

If you are a nonprofit and want to learn more about partnering with Rec.fm, leave a comment and I will be sure to make the introduction to the Rec.fm team!

If you found this blog post useful, please subscribe. On Twitter? Follow me @Philanthropy411.

Posted by Kris Putnam-Walkerly © Kris Putnam-Walkerly and Philanthropy411, 2010.

15 Ways To Improve Grantee Communication at Your Foundation

This was originally posted by me as a guest blogger on the Philanthropy News Digest’s blog,  PhilanTopic, and re-posted on the Communications Network blog.

Clear communication with grantees matters:

Grantees are typically a foundation’s chosen agents of change, selected for their ability to create impact. The better a foundation can communicate its goals and strategies to grantees, the more effective these partnerships will be — and the more likely grantees will be to perform in ways that are consistent with the foundation’s goals. (Center for Effective Philanthropy).

Effective communication with grantees is not just the job of program staff, but of staff at all levels of the foundation – from administrative assistants, to human resources, communications, evaluation, and executive staff.  The California HealthCare Foundation believed this when it embarked upon a review of its grantee communications practices. Below are 15 recommendations for improving grantee communications that resulted from this effort (the full report, Improving Communication Between Foundation Staff and Grantees, is available for download)

15 Ways To Improve Grantee Communication at Your Foundation

  1. Consistently communicate your foundation’s goals and strategies through both written and verbal communication with applicants and grantees.
  2. Regularly discuss grantee communications challenges, best practices, and grantseeker feedback survey results at program team and staff meetings. Additionally, you can encourage regular meetings of program officer/program assistant teams to discuss the status of proposals, grants, and grantees, and even organize formal discussions for program assistants to share their strategies for successful grantee communications and to troubleshoot communications problems.
  3. Ensure program staff has adequate time and resources for consistent grantee communications and for building strong relationships with grantees.
  4. Incorporate grantee communications into staff performance appraisals.
  5. Conduct regular grantee satisfaction surveys to keep grantee experiences at the forefront and to track progress in making improvements.
  6. Pay special attention to communications measures that support grantee satisfaction and effective communication, as identified by the Center for Effective Philanthropy: These include measures  such as the quality of interactions with foundation staff, clarity of communication of a foundation’s goals and strategy, foundation expertise of the field, consistency among communications resources, and selection and reporting processes that are helpful to grantees.
  7. Make sure program staff consistently direct grantseekers to grant guidelines, templates and other resources designed to help grantees submit proposals and reports.
  8. Spend time talking with grantseekers about (1) Your selection process and timeline, and (2) The foundation’s and the applicant’s expectations (e.g., for final deliverables, reporting, communication during the grant period) before their grant proposal is finalized.
  9. If multiple foundation staff will be working with the same grantee, be sure that they coordinate their communication and expectations, and represent a “single voice” from your foundation.
  10. Develop a “grantee communication checklist” for program staff. We created one for the California HealthCare Foundation, which you can download and modify to meet your foundation’s needs.
  11. Compare your funding guidelines against the “common characteristics of highly successful funding guidelines” developed by the Center for Effective Philanthropy.  Make adjustments to your guidelines as appropriate.
  12. Consider conducting a communications audit and/or Web site usability testing.
  13. Solicit grantee feedback when making improvements to funding guidelines and Web site.
  14. Ensure that funding guidelines and Requests for Proposals (RFPs) make a clear connection between the funding opportunity and your foundation’s goals and strategies.
  15. Make sure it is very easy for grantseekers to find information on your Web site about how to apply for a grant.

Learn more about the California HealthCare Foundation’s efforts to improve grantee communications and assess impact.

Has your foundation made efforts to improve your communication with grantees? If so, what worked?  If you are a nonprofit, what foundation communication strategies work best for you? What do you wish foundations would do differently?  Please leave a comment and share your ideas!

About this project:  The California HealthCare Foundation (CHCF) commissioned a Grantee Perception Report from the Center for Effective Philanthropy in 2009. Though its ratings related to both consistency and clarity of communication were statistically similar to or above those of other foundations, comments and suggestions from grantees indicated room for improvement in communication between staff and grantees. CHCF decided to retain Putnam Community Investment Consulting, Inc.  to identify ways to improve this communication. Putnam’s focus was to analyze the results of CHCF’s Grantee Perception Report and to conduct further research that included assessing grantee communications practices of CHCF program staff and other foundations, as well as examining the presentation of grantee resources on its Web site.

If you found this blog post useful, please subscribe. On Twitter? Follow me @Philanthropy411.

Posted by Kris Putnam-Walkerly © Kris Putnam-Walkerly and Philanthropy411, 2010.

20 Social Media Resources for Nonprofits

I recently gave a keynote speech on “Using Social Media to Enhance Nonprofit Learning” at a conference sponsored by The California Wellness Foundation.  I included a list of resources for nonprofits, thought I would share them with you here.  I know there are many others out there, so please add a comment and tell me about the resources most useful to you!

“How To” Guides for Using Social Media

Blogs to Follow to Learn More About Social Media and Nonprofits

Finding Nonprofits and Foundations That Use Social Media

Social Media Policy

Research on Nonprofit Use of Social Media

What resources have you found most useful for your nonprofit or foundation? Please share them in the comments below!

If you found this blog post useful, please subscribe. On Twitter? Follow me @Philanthropy411.

Posted by Kris Putnam-Walkerly © Kris Putnam-Walkerly and Philanthropy411, 2010.

Blog Team Coverage of the Council on Foundations Conference

Philanthropy411, in partnership with the National Network of Consultants to Grantmakers, recently covered the 2010 Council on Foundations conference with the help of a blog team.  This is a list of all posts published for this event.

  1. Kick off of Council on Foundations Blog Team, posted by Sterling Speirn, President and CEO, WK Kellogg Foundation
  2. Thoughts from the Pre-Conference Institute for Trustees & CEOs: “Insights for Philanthropic Leadership,” posted by Richard Woo, CEO, Russell Family Foundation
  3. A Lesson on Managing Risk, posted by Raymond Colmenar, Senior Program Officer, The California Endowment
  4. The New Meditation, posted by Richard Woo, CEO, Russell Family Foundation
  5. Nits Make Lice, posted by Mike Roberts, President, First Nations Development Institute
  6. Walking Around Philanthropy, posted by Mary Galeti, Vice Chair of the Tecovas Foundation
  7. 5 Things We Know, But Keep Forgetting, posted by Crystal Hayling, Winner of the 2010 James A Joseph Award from the Association of Black Foundation Executives
  8. Listen, posted by Aleesha Towns-Bain, Program Associate, Rasmuson Foundation
  9. Health, Equity, and Growth, posted by Angela Glover Blackwell, Founder and CEO, PolicyLink
  10. On Fire, posted by Rebecca Arno, Vice President of Communications, Denver Foundation
  11. Choices, Choices, posted by Kim St. John-Stevenson, Communications Officer, Saint Luke’s Foundation of Cleveland
  12. So Many Great Sessions, So Little Time to Blog, posted by Sterling Speirn, President and CEO, WK Kellogg Foundation
  13. Thoughts on a Session – Social Justice: From Here to 2030, posted by Teri Behrens, Editor, The Foundation Review
  14. Charity AND Change; Social Innovation AND Social Justice, posted by Paul Connolly, Senior Vice President and Director, TCC Group, and member of the National Network of Consultants to Grantmakers
  15. Grantmaking, Tools, and the Long View, posted by Mary Galeti, Vice Chai, Tecovas Foundation
  16. Happy Birthday AAPIP!, posted by Richard Woo, CEO, Russell Family Foundation
  17. Standing Ovation Generation, posted by Jacob Harold, Program Officer in Philanthropy, The William and Flora Hewlett Foundation
  18. Social Justice Philanthropy, posted by Mike Shaw, Program Assistant, Annie E. Casey Foundation
  19. The “Yes-And-And” Strategy: Equity as the 21st Century Growth Model, posted by Angela Glover Blackwell, Founder and CEO, PolicyLink
  20. Celebrating AAPIP’s 20th Anniversary Year-round, posted by Sokunthea Sa Chhabra, Director of Interactive Communications, Case Foundation
  21. Information and Power – Thoughts on Al Gore’s Speech, posted by Kathleen Reich, Program Officer, The David and Lucile Packard Foundation
  22. Is Institutional Philanthropy Structured to Support Successful Social Change?, posted by Lee Draper, Chair, National Network of Consultants to Grantmakers and CEO of the Draper Consulting Group
  23. Ah-ha Moments and Social Media (aka Why YOU Can and Should Use Social Media!), posted by Kim St. John-Stevenson, Communications Officer, Saint Luke’s Foundation of Cleveland
  24. Wish You Were Here…Al Gore’s Keynote Speech on Climate Change, the Imperative of Civic Engagement, and Philanthropy’s Opportunity to Play a Role in Shaping the Future, posted by Lee Draper, Chair, National Network of Consultants to Grantmakers and CEO of the Draper Consulting Group
  25. Blowing Up The Conference Model, posted by Sean Stannard-Stockton, CEO of Tactical Philanthropy Advisors
  26. Where Are the Arts?, posted by Lee Draper, Chair, National Network of Consultants to Grantmakers and CEO, Draper Consulting Group
  27. Living History: Amanche & Sand Creek, posted by Richard Woo, CEO, Russell Family Foundation
  28. Learn Essential Skills and Strategies in Philanthropy, posted by Cole Wilbur, Trustee of the The David and Lucile Packard Foundation, and Steering Committee Member, National Network of Consultants to Grantmakers
  29. Memorable Mentions, posted by Richard Woo, CEO of the Russell Family Foundation
  30. Afraid of Losing Control with Social Media? Guess What, You’ve Already Lost it!, posted by Sokunthea Sa Chhabra, Director of Interactive Communications at the Case Foundation
  31. A Foundation’s Freedom – And its Responsibility, posted by Kristin Ivie, Program Manager of Social Innovation at the Case Foundation
  32. What’s Next for Diversity in Philanthropy?, posted by Henry A. J. Ramos, Principal at Mauer Kunst Consulting and member of the National Network of Consultants to Grantmakers
  33. Sitting at the Intersection: Affinity, posted by Colin Lacon, President and CEO, Northern California Grantmakers
  34. Myth Busting, posted by Rebecca Arno, Vice President of Communications at the Denver Foundation
  35. Becoming Masters of the Brand of Ourselves, posted by Mary Galeti, Vice Chair of the Tecovas Foundation
  36. Social Justice: Bringing it Home, posted by Henry A. J. Ramos, Principal at Mauer Kunst Consulting and member of the National Network of Consultants to Grantmakers
  37. 5 + 3 Ain’t Small Change, posted by Colin Lacon, President and CEO, Northern California Grantmakers
  38. Respect & Resolve, posted by Richard Woo, CEO of the Russell Family Foundation
  39. Racial Justice is Everybody’s Issue, posted by Rosetta Thurman, President of Thurman Consulting
  40. In Search of the Mind-Blowing Conference Model, posted by Philanthropy411′s very own Kris Putnam-Walkerly, President of Putnam Community Investment Consulting, and Vice Chair of the National Network of Consultants to Grantmakers
  41. Learn Essential Skills and Strategies in Philanthropy, posted by Cole Wilbur, Trustee of the The David and Lucile Packard Foundation and Steering Committee Member, National Network of Consultants to Grantmakers

Special thanks to the Council on Foundations for their support of our Blog Team!  Check out their blog, re: Philanthropy, to read about their blog coverage of the conference and to stay abreast of the field!

If you found this blog post useful, please subscribe. On Twitter? Follow me @Philanthropy411.

Posted by Kris Putnam-Walkerly © Kris Putnam-Walkerly and Philanthropy411, 2010.

10 Key Attributes of Grantmaking Initiatives

One of our favorite clients, the Sisters of Charity Foundation of Cleveland, recently asked us to define the term “grantmaking initiative”. Simple, I thought. After all, nonprofits and foundations have used this term for ages. Here at Putnam Community Investment Consulting, we’ve spent the last 10 years designing, managing and evaluating foundation initiatives. We all know what an initiative is, but can we actually define the term? Turns out, I couldn’t. So I embarked on a quest. Several hundred Google searches, listserv queries, tweets, and LinkedIn posts later, I was surprised to learn that there is no universally accepted definition of “grantmaking initiative”. I did, however, discover 10 attributes shared by many grantmaking initiatives.

1.    Initiatives are sponsored by at least one foundation. The sponsors of an initiative are ready and able to address a particular issue; commit to a course of action; make a public declaration of their commitment; join together to conceive, develop, and launch the initiative; and leverage foundation assets to ensure its success. Lead sponsors often engage other funding partners such as foundations, corporations, individual donors, or public agencies to co-sponsor the initiative.

2.    Initiatives engage many people and organizations. First, the sponsoring foundation’s board approves the foundation’s role in developing the initiative and the budget. Once foundation leadership agrees on scope, they engage program and administrative staff in research, planning, launching, and managing the initiative. Often, a planning team of key funders, partners, consultants, and other stakeholders help to design the initiative. They may retain an intermediary organization to serve as initiative manager. Once the initiative is launched, grantees receive funding and other types of support such as training, technical assistance, communications resources. Evaluations may be conducted to measure the effectiveness of the initiative. Grantees can also take part in planning, while partner organizations play key roles without receiving funding. Other stakeholders might assume less formal roles. Champions are key stakeholders who actively promote the initiative by reaching out to peers, funders, politicians, and other influencers. Consultants are often retained to carry out various aspects of the initiative such as research, planning, communications, and evaluations.

3.   Initiatives are time-limited by design. Foundation initiatives conform to a general timeframe that is defined by sponsors at the onset. Often, the goal of the initiative helps to define its culmination. While most are described loosely as “multi-year initiatives” or “long-term initiatives” the average lifespan of a foundation initiative is somewhere between four and 10 years.

4.   Initiatives demand significant resources. Initiatives are typically complex, multi-faceted efforts to create long-term impact on important issues. Such impact frequently requires sustained funding and efficient coordination of existing resources and leveraged funds. To ensure effectiveness, initiatives allocate funds to evaluate impact and communicate results at key milestones.

5.   Initiatives advance a foundation’s mission. Just as grantmaking reflects the focus area of each funder, initiatives are crafted to conform to and advance a foundation’s existing mission. As an initiative becomes more successful, it can elevate the standing of a foundation among its peers and stakeholders while creating long-term, positive impact on issues of vital importance to communities.

6.   Initiatives require thoughtful research. Before embarking on the time-intensive process of developing and managing an initiative, foundations may conduct exploratory research to assess its potential for success. Research vehicles include environmental scans, focus groups, stakeholder interviews, literature review, site visits, reviews of existing models and best practices and other processes that can help to guide planning.

7.   Initiatives must be carefully planned. The roadmap established at the onset of an initiative is a touchstone for its success. Planning efforts should engage key stakeholders and others affected by the issue the initiative seeks to address. It is helpful to develop a comprehensive strategic plan or Theory of Change. There must be clear, measurable goals and objectives along with economies of scale. Examples include a single application and reporting form, group monitoring and evaluation, and board approval for the entire cohort of grantees.

8.   Initiatives are built on multiple strategies. Initiatives operate on multiple levels and use various strategies and tools to achieve their goals. Among these are communications, community education and mobilization, convening, direct service, evaluation and monitoring, grantmaking, influence of political and public will, leadership development, organizational capacity building, policy advocacy, and research.
9.   Initiatives seek a desired outcome. The most successful initiatives start by focusing on one specific issue, population, community, or field. As new issues come to light, this focus may evolve and change. The goal of an initiative usually falls into one of the following categories: To impact a problem or condition; to improve a community; to cultivate a field or subfield; to address an urgent need or neglected issue; to improve the performance of a set of organizations; to advance a process, productivity or efficiency; or to reduce costs. Success is often achieved when a new approach or solution developed by the initiative outperforms the current practice, resulting in a new “best practice” for the field.

10.  Initiatives are a unique form of grantmaking. We use the term “unique” lightly, because many initiatives do not lay claim to the following characteristics. However, initiatives are often distinct from programs, projects, and responsive grantmaking because they are: new endeavors; strategic; a discrete, focused undertaking; engage multiple partners, strategies, and levels; designed to set an agenda; time-limited; deliberate and proactive.  Additionally, initiatives leverage all of a foundation’s capacities and assets; convey the foundation’s point of view; seek to meet specific outcomes by maximizing resources and strategies while benefiting from economies of scale.

How do you define “grantmaking initiative”? What other attributes should be included in this list? Please leave a comment.

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Posted by Kris Putnam-Walkerly © Kris Putnam-Walkerly and Philanthropy411, 2010.

67 Recommended Philanthropy Speakers

A few weeks ago, Sean Stannard-Stockton of Tactical Philanthropy posted a blog asking:

Who are the most amazing, dynamic and engaging speakers you’ve ever seen talk about philanthropy, the social sector and social capital markets?

Many people offered up their favorite speakers on the topic of nonprofits and philanthropy.  Kyle Reis of the Ford Foundation (and @zazoomzimminy) and Sean suggested that I organize the list with links to all the speakers’ bios.  Here is the list below, including the speaker’s name, title, organization, link to their bio (or the organization they represent if I couldn’t find their bio online), the name of the person who recommended them, and any comments about the speaker that were offered.  Of course, if you have more suggestions feel free to add them to the comments!

  1. Bsis Adeleye-Fayemi, Executive Director of Africa Women’s Development Fund.  Recommended by Jennifer Astone.
  2. Akwasi Aidoo, Executive Director of Trust Africa.  Recommended by Jennifer Astone.
  3. Lynda Barry, Cartoonist.  Recommended by Marcia Stepanek.
  4. Bono, Musician.  Recommended by Jesse W.
  5. Brian Bordainick, The Founder of 9th Ward Field of Dreams. Recommended by Teju Ravilochan:  “(Brian) gave a speech that brought every person at The Feast Conference in New York City to their feet, recounting the incredible story of how he raised over $1 million in post-Katrina New Orleans.”
  6. June Bradham, President of Corporate DevelopMint.  Recommended by Rachel Hutchisson:  “THE best and the author of What Nonprofit Boards Really Want, published by Wiley in 2009.”
  7. Antony Bugg-Levine, Managing Director, the Rockefeller Foundation.  Recommended by Jesse W.
  8. Geoffrey Canada, President and Chief Executive Officer for Harlem Children’s Zone.  Recommended by Kyle Reis:  “Geoffrey Canada of Harlem Children’s Zone was pretty great talking about how philanthropy sometimes undermines the work it is trying to support.” Also recommended by Leslie:  “and double underscore to Geoff Canada nods – Just last nite I told someone about his “accidents of history” speech at IS conference in Detroit- goosebumps”; and by Paul S“I like many of the suggestions, especially Allison Fine and Geoff Canada – both outstanding.”
  9. Jim Collins, Author of “Built To Last,” “Good To Great,” and “How The Mighty Fall.”  Recommended by Jesse W.
  10. Patrick  Corvington, Chief Executive Officer of the Corporation for National and Community Service.  Recommended by Paul S:  “Sonal Shah, Michele Jolin, and Patrick Corvington are the administration’s point people and all 3 have deep understanding of philanthropy and change.”
  11. Martin Cowling, CEO of People First -Total Solutions.  Recommended by Lori Tsuruda:  (Martin speaks) “on the important contributions of volunteers and what we can do to maximize these”.
  12. Leslie Crutchfield, Author of “Forces for Good: The Six Practices of High-Impact Nonprofits.” Recommended by Jesse W.
  13. Peter  Dalglish, Founder, Street Kids International.  Recommended by Katherine:  “I have heard him speak 2 times (one specifically on philanthropy) at different conferences and everyone felt extremely motivated afterwards.”
  14. Cheryl  Dorsey, President, Echoing Green.  Recommended by Paul S:  “Cheryl Dorsey from Echoing Green is a genius and is the ultimate expert on seed capital funding for nonprofits.”
  15. Robert Egger, Founder, DC Central Kitchen.  Recommended by Adin Miller and Jesse W.
  16. Jed Emerson, Founder, Blendedvalue.org.  Recommended by Leslie:  “absolutely, positively never boring” and by Kris Putnam-Walkerly:  “Also agree with the recommendation for Jed Emerson”.
  17. Allison Fine, Author and Speaker. Recommended by Elizabeth Miller:  “I highly recommend Allison Fine (www.allisonfine.com). She is a really great speaker on issues related to social and political change and technology. She gets it, gives great presentations and can explain tough issues to a wide range audience.” Also recommended by Geoff Livingston:  Allison Fine, no question” and by Paul S.
  18. Matt Flannery, Co-founder of Kiva.  Recommended by Jesse W.
  19. Joel Fleishman, Professor of Law and Public Policy Sciences, Duke University.  Recommended by Adin Miller.
  20. Peter Frumkin, Professor of Public Affairs and Director, RGK Center for Philanthropy and Community Service.  Recommended by Leslie:  “ultra dry wit gives edge to his academic mastery of strategic philanthropy.”
  21. Fernando Frydmann, Director, Centro de Management Social.  Recommended by David Velasco.
  22. Katherine Fulton, Partner of Monitor Group, and president of the Monitor Institute.  Recommended by Kyle Reis:  “And, of course, Katherine Fulton’s TedTalk is inspiring.”
  23. Tracy Gary, Philanthropic and Legacy Advisor, Inspired Legacies. Recommended by Beth Carls.
  24. Claire Gaudiani, Author, “The Greater Good.”  Recommended by Jay Browning:  “She gives an amazing historical perspective of philanthropy and where it came from and how to influence it today. I strongly suggest reading ‘The Greater Good’.
  25. Angela Glover Blackwell, Founder and CEO, PolicyLink.  Recommended by Kris Putnam-Walkerly: “Exceptionally inspiring, and always thought provoking and right on point.”
  26. Kay Sprinkel Grace, Organizational Consultant.  Recommended by Erick Swenson:  “Kay Sprinkel Grace without doubt is perhaps one of the most motivating speaker on the issues of philanthropy and not-for-profit leadership. Kay combines knowledge with experience and more than a dash of class in all I’ve seen her do in many, many years. She is not a flash-in-the-pan nonprofit professional promoting the latest fad or fancy. What she has to say is tried and true and, yet, is always fresh and welcome as a bright Spring morning. If looking for an ideal conference speaker, allow me to paraphrase McGarrett’s line to Williams, “Book ‘er Danno!”
  27. Andy Goodman,  Author, Speaker and Consultant.  Recommended by Rich Polt:  “Someone who has not appeared on this list yet (I’m shocked actually) is Andy Goodman, He is one of the most entertaining and enjoying speakers I’ve seen on the topic of effective communications in the nonprofit sector. He makes you feel like you’re at a stand-up comedy performance, and then you remember this is actually work-related!” Also recommended by Sean Stannard-Stockton:  “Andy Goodman is the best speaker I’ve seen on any topic. Amazing guy!”
  28. Gonzalo Ibarra.  Recommended by David Velasco.
  29. Jessica Jackley, Co-founder of Kiva.org.  Recommended by David Simms:  “(Jessica) brings great passion and energy to her talks. She will keep the audience on their toes and wide awake.”
  30. Michele Jolin, Senior Advisor for Social Innovation for the Domestic Policy Council at the White House.  Recommended by Paul S.
  31. Kevin Jones, Founding Principal of Good Capital.  Recommended by Jesse W.
  32. Dean Kamen,  Founder, DEKA Research and Development Corporation.  Recommended by Laurie, eFlirt Expert: Dean Kamen was great – inspirational towards educating the youth of our country to get engaged.”
  33. Beth Kanter, Trainer, Coach and Consultant to Non-profits.  Recommended by Kyle Reis:  “Beth Kanter is awesome on the topic of social media and nonprofits.”
  34. Mark Kramer, Founder and Managing Director, FSG Social Impact Advisors. Recommended by Adin Miller.
  35. Gara LaMarche, President and CEO of The Atlantic Philanthropies.  Recommended by Paul S:  “In the thoughtful and provacative column, I’d add Mario Morino from VPP and Gara LaMarche from Atlantic Philanthropies.”
  36. Leslie Lenkowsky, Clinical Professor and Director, Graduate Programs, Center on Philanthropy.  Recommended by Ann Fitzgerald:  “I’d vote for Leslie Lenkowsky, Professor of Public Affairs and Philanthropic Studies at Indiana University. He’s a great speaker and challenges the conventional wisdom in the philanthropic world. He is able to give insights from his practical experience in both government and the nonprofit sector combined with his knowledge of latest academic research.”
  37. Geoff Livingston, Author and Co-Founder, Zoetica. Recommended by Kyle Reis:  “(Geoff) is awesome on the topic of social media and nonprofits.”
  38. Heather McLeod, Author of “Forces for Good: The Six Practices of High-Impact Nonprofits.”  Recommended by Jesse W.
  39. Adam Meyerson, President, The Philanthropy Roundtable.  Recommended by Ann Fitzgerald:  “He’s very knowledgeable regarding donor intent and the preservation of philanthropic freedom.”
  40. Mario Morino, Co-founder and Chairman of Venture Philanthropy Partners and Chairman of the Morino Institute.  Recommended by Paul S:  “In the thoughtful and provacative column, I’d add Mario Morino from VPP and Gara LaMarche from Atlantic Philanthropies.”
  41. Greg Mortenson, Author and Executive Director,  Central Asia Institute.  Recommended by Marcia Stepanke.
  42. Liz Murray, Speaker.  Recommended by:  “Liz Murray – if you’re ready to get emotional.”
  43. Nicholas Negroponte, Founder and Chairman of the One Laptop per Child non-profit organization.  Recommended by Erin Prefontaine:  “AMAZING!”
  44. Dan Nigito, Author and Chairman & CEO of Market Street Financial Advisors, LLC.  Recommended by sbrown@statetheatre:  “Dan Nigito gets my vote. I’ve heard him speak twice..his topic was:  It’s My Money and I’ll Give When I Want To!”. He was riveting..and funny.”
  45. Jacqueline Novogratz,  Author & Founder and CEO of the Acumen Fund.  Recommended by Jesse W and by Marcia Stepanke.
  46. George Overholser, Founder and Managing Director, NFF Capital Partners.  Recommended by Paul S:  “George Overholser from NFF Capital Partners is the evangelist of social investing and growth capital and he is both brilliant and engaging – great metaphors and stories to illustrate his points.”
  47. Dan Pallotta, Author, “Uncharitable: How Restraints on Nonprofits Undermine Their Potential.”  Recommended by Kathleen:  “Dan Pallotta because he challenges conventional wisdom, questions existing paradigms and really makes you think about how best to do good.”
  48. John Pentland.  Recommended by Amy:  “John Pentland is a remarkable speaker. He often speaks on social justice issues and has a way of making real issues seem that much closer to home.”
  49. Paul Polak, Founder of International Development Enterprises (IDE).  Recommended by Teju Ravilochan:  “(IDE) has enabled 19 million farmers to lift themselves Out of Poverty. He’s a self-identified “trouble-maker”, unbelievably knowledgeable, and also hilarious.”
  50. Tony Proscio, Consultant.  Recommended by Kyle Reis:  “Tony Proscio was great in his talk on using clear language in philanthropy.”
  51. Kris Putnam-Walkerly, President, Putnam Community Investment Consulting.  Recommended by Lauren Kay:  “Kris served as co-presenter for a webinar we did on social networking tools for philanthropy consultants. She was passionate and knowledgeable about the topic and she has an engaging and comfortable style. Kris also had great real-world experience to share. The webinar was very well received and a majority of participants said they were interested in attending a more advanced follow-up session.”
  52. Mando Rayo, Director, Hands On Central Texas.  Recommended by Robert Egger:  “quick shouts for some new folks on the scene–Mando Rayo (TX) on New Americans and Philanthropy.”
  53. Alec Ross, Senior Adviser on Innovation to Secretary of State Hillary Rodham Clinton.  Recommended by Marcia Stepanke:  “Alec Ross (State Dept) also is pretty good, about social media for social change…”
  54. Dr. Robert Ross, President & CEO, The California Endowment.  Recommended by Lauren Kay:  “I also heard Dr. Robert Ross of the California Endowment speak in Los Angeles recently about grantmaking and advocacy. He was most eloquent and inspiring.”
  55. Holly Ross, Executive Director, NTEN.org.  Recommended by Larry Blumenthal:  “And I’ll add Holly Ross, executive director of NTEN: The Nonprofit Technology Network. Holly knows how to present technology (including social media) and its related issues in understandable and useful terms.”
  56. Jason Sabo, Senior Vice President of Public Policy United Ways Texas.  Recommended by Robert Egger:  “quick shouts for some new folks on the scene–Jason Sabo (TX) on Nonprofit Political Engagement.”
  57. Paul Schervish, Director, Center on Wealth and Philanthropy, Boston College.  Recommended by Leslie:  “(Paul) lyrically portrays the donor as a character who develops over time, somehow links Luke Skywalker (Star Wars) to the dry transfer-of-wealth stuff.”
  58. William Schrambra, Director, Bradley Center for Philanthropy and Civic Renewal and Senior Fellow, Hudson Institute, Washington, D.C.  Recommended by Ann Fitzgerald:  “He hosts regular discussions in Washington, DC on many topics regarding philanthropy and encourages lively debate from all sides.”
  59. Sonal Shah, Director of the White House Office of Social Innovation.  Recommended by Paul S:  “(Sonal has a) deep understanding of philanthropy and change.”
  60. Clay Shirky, Author, “Here Comes Everybody: The Power of Organizing Without Organizations.”  Recommended by Marcia Stepanke.
  61. Billy Shore, Founder and Executive Director of Share Our Strength.  Recommended by Leslie:  “stirs the spirit.”
  62. Sterling K. Speirn, President and CEO, W.K. Kellogg Foundation.  Recommended by Adin Miller.
  63. Bill Strickland, President and CEO of Manchester Craftsmen’s Guild and Bidwell Training Center, Inc.  Recommended by Lori Tsuruda:  “Bill Strickland, Manchester Craftsmen’s Guild (Pittsburgh), a MacArthur genius fellow, on social entrepreneurship with high expectations for participants.” Also recommended by Rachel Hutchisson, and by Larry Blumenthal who says:  “I’ll add another vote for Bill Strickland. Great storyteller.” And lastly by Kate Cochran who says, “I’d also vote for Bill Strickland and Geoffrey Canada, whose passion and clarity remind us all why we are working in these areas.”
  64. Chet Tchozewski, President,Global Greengrants Fund.  Recommended by Jennifer Astone.
  65. Rosetta Thurman, Writer, Speaker, Professor and Consultant.  Recommended by Robert Egger:  “quick shouts for some new folks on the scene–Rosetta Thurman (DC) on the changing faces of philanthropy.”
  66. Tom Tierney, Chairman and Co-founder, The Bridgespan Group.  Recommended by Kate Cochran:  “Tom Tierney of Bridgespan has a marvelous way of sounding both brilliant and self-deprecating at the same time–and a good macro view of the sector today.”
  67. John Wood, Founder and Board Chair of Room to Read.  Recommended by  CVNL Marin: “John Wood, author of “Leaving Microsoft to Change the World” and founder of Room to Read. Not only is he inspiring, but the progress he has made is incredible… not to mention, he’s quite humorous as well.” Also recommended by Rachel Hutchisson.

In addition, Jay Frost of Frost on Fundraising reminded us “You can find over 700 speakers in the one and only Professional Speakers on Philanthropy list.”

If you found this blog post useful, please subscribe. On Twitter? Follow me @Philanthropy411.

Posted by Kris Putnam-Walkerly © Kris Putnam-Walkerly and Philanthropy411, 2010.