Tag Archives: #2011Annual

10 Insights on Emerging Leaders in Philanthropy

As you know, Philanthropy411 recently covered the Council on Foundations Annual Conference in Philadelphia with the help of a blog team. I learned from my blog team mentor, Sean Stannard Stockton of Tactical Philanthropy to give the team very simple instructions:  Write a blog about any aspect of the conference. I also instructed our team that this could include any of the dozens of pre-conference meetings, trainings and even gala events that were held by foundation affinity groups.

I am very intrigued that out of the 36 blogs posted by our team, 10 of them addressed the needs of emerging leaders in philanthropy.  Although I did purposefully invite younger and newer philanthropy professionals to join the team (to help ensure a diversity of perspectives), and although two of these posts were co-authored by me (summarizing our recent impact assessment of Emerging Practitioners in Philanthropy) I wasn’t expecting so many members of our team to write about this topic.  I think it speaks to need for philanthropy to focus on intergenerational communication and leadership, so I decided to highlight these posts here.

Fountain of Youth
by Richard Woo, CEO, of The Russell Family Foundation

Letter to COF Conference Attendees
by Holly Wolfe, Environmental Sustainability Program Associate at The Russell Family Foundation

Promoting Intergenerational Leadership & Racial Justice in Philanthropy
by Sterling Speirn, President and CEO of the WK Kellogg Foundation

Caught in the Headlights
by Christi Tran, Program Officer for Blue Shield Against Violence at the Blue Shield of California Foundation

Another Multiplier Effect: Invest in Talent Development – Part One and Part Two
by Daniel Jae-Won Lee, Executive Director of the Levi Strauss Foundation

The Experiences of An Emerging Leader at National Philanthropy Conferences
by Maisha Simmons, Program Associate at The Robert Wood Johnson Foundation

Reflections from a Millennial
by Chanelle Gandy, Program Associate at The Funders’ Network

Advancing the Next Generation: EPIP’s Impact on Philanthropy
by Rusty Stahl, Executive Director of Emerging Practitioners in Philanthropy, and Kris Putnam-Walkerly, President of Putnam Community Investment Consulting, Inc.

EPIP Provides Support and Opportunity for Emerging Leaders in Philanthropy
by Rusty Stahl, Executive Director of Emerging Practitioners in Philanthropy, and Kris Putnam-Walkerly, President of Putnam Community Investment Consulting, Inc.

36 Terrific Blog Posts Covering the 2011 Council on Foundations Conference

The Philanthropy411 Blog Team recently covered the Council on Foundations Annual Conference, as well as some of the pre-conference affinity group events such as Asian American Pacific Islanders in Philanthropy Annual Meeting and the Emerging Practitioners in Philanthropy National Conference. Below please find a list of and links to all posts published for this event.  The Council on Foundations also had a blog team, and you should definitely check out their blog coverage too.

1. Your Blog Team at Council on Foundations 2011
By: Kris Putnam-Walkerly, President of Putnam Community Investment Consulting

2. EPIP Provides Support and Opportunity for Emerging Leaders in Philanthropy
by Rusty Stahl, Executive Director of Emerging Practitioners in Philanthropy, and Kris Putnam-Walkerly, President of Putnam Community Investment Consulting, Inc.

3. Mutual Frontiers: Social Change, Storytelling and the Blogosphere
by Daniel Jae-Won Lee, Executive Director of the Levi Strauss Foundation

4. Bringing A Narrative Eye to Philanthropy – Part 1
by Jorge Cino, Social Media Fellow, at the Levi Strauss Foundation

5. Fountain of Youth
by Richard Woo, CEO, of The Russell Family Foundation

6. Letter to COF Conference Attendees
by Holly Wolfe, Environmental Sustainability Program Associate at The Russell Family Foundation

7. Three Examples and a Prize
by Daniel Silverman, Communications Director at the James Irvine Foundation

8. Promoting Intergenerational Leadership & Racial Justice in Philanthropy
by Sterling Speirn, President and CEO of the WK Kellogg Foundation

9. How AAPIP is Building Democratic Philanthropy
by Danielle M. Reyes, Senior Program Officer at The Eugene and Agnes E. Meyer Foundation

10. Advancing the Next Generation: EPIP’s Impact on Philanthropy
by Rusty Stahl, Executive Director of Emerging Practitioners in Philanthropy, and Kris Putnam-Walkerly, President of Putnam Community Investment Consulting, Inc.

11. What Gives?
by Richard Woo, CEO of The Russell Family Foundation

12. The Multiplier Effect: Invest in Fundraising
by Roger Doughty, Executive Director of the Horizons Foundation

13. Gratitude and Wonder in Philly
by Rob Collier, CEO of the Council of Michigan Foundations.

14. Get Some Sleep!
by Ash McNeely, Executive Director of the Sand Hill Foundation

15. Nonprofits, Social Media, and ROI
by Beth Kanter, author of The Networked Nonprofit and co-founder and partner of Zoetica.

16. Go See the Murals!
by Daniel Silverman, Communications Director at the James Irvine Foundation

17. Committee Orientation
by Mark E. Neithercut, founder and principal at Neithercut Philanthropy Advisors

18. Trust is Cheaper than Control: Social Media Adoption Challenges
by Beth Kanter, author of The Networked Nonprofit and co-founder and partner of Zoetica

19. Caught in the Headlights
by Christi Tran, Program Officer for Blue Shield Against Violence at the Blue Shield of California Foundation

20. Gardens Inspire “Roots to Reentry”
by Danielle M. Reyes, Senior Program Officer at The Eugene and Agnes E. Meyer Foundation

21. D5 Initiative – Advancing Diversity, Equity, and Inclusion
by Roger Doughty, Executive Director of the Horizons Foundation

22. Be at the Policy Table (or be on the Menu)
by Robert Eckardt, Executive Vice President of The Cleveland Foundation

23. Grits Ain’t Groceries. They’re Hope.
by Vincent Robinson, Managing Partner of The 360 Group

24. Spending Up, Spending Down, Spending Out: Alternatives To Perpetuity
by Lee Draper, President of the Draper Consulting Group

25.  Another Multiplier Effect: Invest in Talent Development – Part One
by Daniel Jae-Won Lee, Executive Director of the Levi Strauss Foundation

26. Another Multiplier Effect: Invest in Talent Development – Part Two
by Daniel Jae-Won Lee, Executive Director of the Levi Strauss Foundation

27. Philanthropy and Pluralism: Diversity That Does Not Divide
by Lee Draper, President of the Draper Consulting Group

28. Conference Theme Should Unify and Call Us To Action
by Lee Draper, President of the Draper Consulting Group

29. Bringing A Narrative Eye to Philanthropy – Part 2
by Jorge Cino, Social Media Fellow, at the Levi Strauss Foundation

30. Bringing A Narrative Eye to Philanthropy – Part 3
by Jorge Cino, Social Media Fellow, at the Levi Strauss Foundation

31. Fabulous Plenaries at the Council on Foundations Annual Conference
by Lee Draper, President of the Draper Consulting Group

32. Law and Dis-Order
by Richard Woo, CEO of The Russell Family Foundation

33. The Experiences of An Emerging Leader at National Philanthropy Conferences
by Maisha Simmons, Program Associate at The Robert Wood Johnson Foundation

34. Reflections from a Millennial
by Chanelle Gandy, Program Associate at The Funders’ Network

35. Leadership Under Duress
by Richard Woo, CEO of The Russell Family Foundation

36. 3 Lessons on Evaluation in Foundations
by Mayur Patel, Vice President of Strategy and Assessment at the John S. and James L. Knight Foundation

3 Lessons on Evaluation in Foundations

Philanthropy411, is currently covering the Council on Foundations conference with the help of a blog team.  This is a guest post by Mayur Patel, Vice President of Strategy and Assessment at the John S. and James L. Knight Foundation.

by Mayur Patel

On Sunday afternoon at the conference, I had the chance to participate in a panel discussion on the intersection between strategy and evaluation. The conversations that followed with participants from private foundations, corporate philanthropy and local community foundations was fascinating. Here are three key themes that emerged:

  • Where you sit matters: Over the past few years, new foundation titles have increasingly emerged to describe the position of individuals involved in evaluation. We now have strategic assessment officers, performance managers, knowledge management officers, and even learning and listening directors! The list goes on. Aside from being an amusing word game, the trend speaks to a larger recognition in the field that how you label and house the roles and responsibilities of evaluation affects its use. Many participants shared the organizational efforts they’ve made to link their evaluation teams directly to program development, strategy and planning.
  • Creating Demand for Learning and Evaluation: Integrating an evaluation function into a foundation, invariably results in more work for program officers and staff, regardless of how you structure it. The challenge then is how to create demand for this function and how to demonstrate that it helps make a foundation’s work smarter and more effective. Participants shared their practical advice on approaches they’ve used to highlight the value of evaluation, including dedicating evaluation resources to support grantee capacity, leveraging assessment findings to enhance a program’s leadership through external publications and providing support for landscape studies that provide program teams with the broader context to inform their work.
  • Indicators versus Conversations: Evaluation discussions can often become singularly focused on metrics. However, unlocking the intersection between strategy and evaluation is much less about indicators and data, than it is about using insights to support conversations and decision making. Participants shared the view that if one of the primary reasons we engage in evaluation is to support course corrections and adaptation, then greater focus is needed on how we use evaluation to help facilitate conversations about learning and program improvement.

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

Leadership Under Duress

Philanthropy411, is currently covering the Council on Foundations conference with the help of a blog team. This is a guest post by Richard Woo, CEO of The Russell Family Foundation

 by Richard Woo

My board chair and I attended a very provocative seminar for CEOs & Trustees the weekend prior to the COF conference. The session entitled—Leadership in a (Permanent) Crisis—was facilitated by Marty Linsky, a faculty member at the Harvard Kennedy School and co-author of the book, Leadership on the Line. Here are some memorable nuggets that captured my attention during the workshop and highly-interactive exercises between CEOs and trustees. Both my board chair and I are feeling our frames of reference shifting.

  • You have to stand in your purpose. If you’re not, you’re certainly standing in someone else’s purpose.
  • The only way you know you are exercising leadership is when you are meeting resistance. In organizational life, when you meet resistance you are on the right track. It’s a sign of addressing really important work. Often we think that resistance is a sign of being on the wrong track—and we back off for the sake of keeping the peace.
  • Leadership is the art of disappointing your people at a rate they can absorb. When you are pushing against what people expect, they can only absorb so much. If it’s a win-win situation, then it’s a sign that nothing important is at stake. Leadership is about the distribution of losses.
  • The push back and resistance comes not because people don’t get it. It’s because they do get it and they don’t like it. Before you push people out of their comfort zone, make sure you have built up enough social capital that makes it more difficult for your board to fire you than to listen to you.

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.


Reflections from a Millennial

Philanthropy411, is currently covering the Council on Foundations conference with the help of a blog team. This is a guest post by Chanelle Gandy, Program Associate at The Funders’ Network.

 by Chanelle Gandy

As a newcomer to philanthropy and Council On Foundations (COF), I departed the COF annual conference in Philadelphia with a renewed sense of purpose and urgency for my work.  But what’s more, I sincerely enjoyed myself while interacting with some of the best and brightest practitioners our field has to offer.

When I was employed in a different sector, I attended my share of conferences that weren’t so Millennial-friendly, as evidenced by low attendance by the “under 30” professionals, a clear lack of programming and networking receptions designed for emerging leaders, and a “wait your turn” mentality.

I actually began to think that this was the norm and continued to attend conferences every subsequent year thinking that someone eventually would pay attention to my evaluation feedback, which was essentially a plea for more programming tailored to the needs of new practitioners in our sector.

The COF conference was a different experience. Aside from the conference program, I had very little information from which to form my expectations for the COF conference.  There’s no doubt that I looked forward to making new connections, expanding my learning, and matching names with faces, but I was pleasantly surprised to find that this conference made a genuine effort to be Millennial-friendly.

The Funders’ Network for Smart Growth and Livable Communities has been intentional in its inclusiveness efforts, including designing ways to further the development of new professionals both internally and programmatically. My experience at COF shows me that philanthropy as a field also understands the importance of preparing the next generation for leadership.

During a pre-conference session, I was greeted by two Emerging Practitioners in Philanthropy (EPIP) members who quickly brought me up to speed on the events they’d be sponsoring in conjunction with the conference.  I was sold after I heard “young people.”

What I learned the following evening was that EPIP is the best kept secret in our field for aspiring practitioners and senior and executive foundation staff who are committed to cultivating the next generation of foundation leadership. Since beginning my career in philanthropy, it has been quite refreshing to interact with senior program staff who embrace the mentorship role, and most importantly, challenge my thinking about the issues we care about.

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.



The Experiences of An Emerging Leader at National Philanthropy Conferences

Philanthropy411, is currently covering the Council on Foundations conference with the help of a blog team.  This is a guest post by Maisha Simmons, Program Associate at The Robert Wood Johnson Foundation

by Maisha Simmons

While attending my first Emerging Practitioners in Philanthropy (EPIP) national conference in Philadelphia, I did not know what to expect. I figured it would be a group of eager, early career professionals trying to understand this world of philanthropy — how to find our path and make our mark. I found it to be all of that and more. I easily wove through sessions examining how to understand philanthropy, manage power dynamics, and think about creating social impact. Each session was more and more intriguing as I contemplated my own journey in philanthropy and how I would like to make my mark in this world.

But the session that I enjoyed the most was on the last morning of the conference where young professionals had the opportunity to sit at the feet of new and seasoned CEOs:  “Across Generations: A Multigenerational Dialogue on Philanthropy”. As a new professional in philanthropy I was refreshed by hearing each person’s journey in philanthropy and how they have been able to navigate obstacles and opportunities. I found myself amazed by how they were able to bring their passion for social justice and use that passion to influence the field to combat some of the systemic injustices that are facing vulnerable communities.

I transitioned to the Council on Foundation’s Annual Conference with the excitement of EPIP fresh in my mind. Each day I spent in Philly enjoying the spirit of brotherhood, I appreciated the theme of this year’s conference “Windows”. From the opening plenary session which challenged our field to evaluate how we talk about our work, how we support non-profits, and how we have positioned ourselves as a sector, to the closing plenary that charged us to continue to intentionally grow in diversity of both thought and experiences, this conference was affirming.

This year’s Council on Foundation’s conference is the second one I have ever attended I am always amazed at how many people converge in one place to hear what’s trending in the field, take advantage of the opportunity to connect with Foundations that are working in your issue area, and also share some of the struggles that folks are facing. I found the spirit of the meeting collegial even thought there are the awkward times of searching for just the right table during the plenary sessions!

Since I work for the Robert Wood Johnson Foundation (a national organization) my perspective of the field is colored by a lens of thinking about big picture strategies for macro issues. However, in this conference I was challenged to think more about the local funder as my partner to working in communities who are also taking on some extremely systemic issues that are affecting their respective communities. In the “Listening to Voices from the Field II workshop”, I was inspired to hear how when a Foundation uses a place-based strategy they really dig in to join local boards, participate in community learning sessions and how they let that community hold the Foundation accountable to being responsive to both the true needs and the evolution to solution in those communities. Additionally, I came away with ways that as a national funder we can complement the work of place-based initiatives.

As I grow as a grantmaker I am always thinking about strategy, strategy and more strategy. The sessions “Philanthropic Strategy: Too Much of a Good Thing?” and “The Intersection of Strategy and Evaluation: Creating New Possibilities for Social Impact”, were a tag team of sessions that allowed me to realize the balance of strategy and evaluation. But what became even more evident, as I stepped out of the ivory tower, is that at the end of the day we are charged to improve the lives of people who often do not have resources in their communities because of the systemic barriers that exist within those communities. BUT they do have the tenacity and the courage to not only face those obstacles, but they have the passion and determination to change them. As gatekeepers of the resources it is our responsibility to listen, to seek input, and to allow ourselves to be challenged about our academic theories of change. When evaluating we should not just check a box when something has been “accomplished”, but understand how the evolution of change will often require evolution of strategy, and allow our frame for evaluation to change with the strategy.

As I took the train home to New Jersey on the last day of my six-day journey, I had plenty of time to reflect on the two events. I left EPIP ready for the revolution in philanthropy to unashamedly bring my energy and perspective to my organization in new, fresh, and exciting ways. To always remember that in the field of philanthropy we carry power dynamics into a situation and we should as young professionals acknowledge and respect that power.  COF reminded me of a family reunion where the elders shared their knowledge with the field or family in a way that took into account diversity of perspective and experiences. I found my time spent in the City of Brotherly Love was time well spent…I had great food, met good people, and left proud about my passion for social justice to improve the lives of people in vulnerable communities!

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.


Law and Dis-Order

Philanthropy411, is currently covering the Council on Foundations conference with the help of a blog team.  This is a guest post by Richard Woo, CEO of  The Russell Family Foundation

by Richard Woo

The COF conference’s closing plenary on April 12th was provocatively titled: “Philanthropy on Trial: Innocent or Guilty.”  This session was sponsored by Microsoft Community Affairs and introduced by Seattle’s own Akhtar Badshah of Microsoft.  Before an audience of a thousand conference attendees a.k.a. “jurors,” the entire field of philanthropy was put on trial, charged with not fulfilling its mission of advancing the common good.  Ralph R. Smith, executive vice president of The Annie E. Casey Foundation and former chair of the COF board, served as the defense attorney. Gara LaMarche, president & CEO of The Atlantic Philanthropies represented the prosecution in a mock trial that sought to answer questions such as: Is philanthropy advancing the common good or is it a poor apology for a financial system of great disparities? Are people in the philanthropy world living up to their mission? Is philanthropy really making a difference? A former Pennsylvania Supreme Court Justice, the Honorable Jane Cutler Greenspan acted as the judge. It was a scene straight out of an episode of “Law and Order” or “Judge Judy”!

I thought it was the most crisply expressed debate on philanthropy’s expectations, accomplishments and disappointments I’ve ever seen on the stage of a COF conference. The prosecution and defense arguments were ironically funny, insightful and impassioned. After the presentation of arguments, a jury of randomly-selected peers from the audience deliberated.  The result: a hung jury as to philanthropy’s innocence or guilt.  What’s your verdict?  Or is the jury still out?

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.