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Vision and Voice: The Role of Leadership and Dialogue in Advancing Diversity, Equity, and inclusion

This year-long study surfaced two key findings for advancing diversity, equity, and inclusion — organizational culture is central; and leaders need support from peer networks. The study also surfaced corresponding practical lessons: Leadership, from the CEO in particular, is critical to advance this work. Changing an organizational culture requires leaders to foster an environment that encourages learning. Talking with board and staff about race, sexual orientation, disability, class and other forms of inequality is difficult and complex, but essential. Experimenting is good, particularly when it comes to policies and practices to recruit and retain diverse candidates. Sharing life experiences builds trust. Read more





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Diverse Managers: Philanthropy’s Next Hurdle

In recent years, philanthropic organizations have made concerted efforts to diversify their leadership, culture, and staff, seeking to become more inclusive and representative. Diversity initiatives have flourished in philanthropic institutions as a result. This paper outlines best practices with proven results that foundations can use to find and create a diverse and inclusive staff and investment advisory team. Readers will learn how to make the business case for more diverse and equitable strategies and link success in this area with investment results. Readers will also learn about the Association of Black Foundation Executives’ Investment Manager Diversity Pledge that foundations and Read more





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Advancing Diversity, Equity, and Inclusion — Message Manual for the Field

This guide will help you communicate with a variety of audiences about the importance of advancing diversity, equity, and inclusion in philanthropy and help your organization better achieve its mission. The language can be used as a reference or as a template for preparing materials and presentations.





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Gender Transformative Philanthropy A Case for More Effective Giving

Feminist donors and social justice funders who apply a gender lens undoubtedly share as many differences as similarities. What they do have in common is a passion for gender equality and a commitment to seeking systemic solutions that produce sustainable progress.  





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Healthy Communities of Opportunity: An Equity Blueprint to Address America’s Housing Challenges

This research paper by PolicyLink, with Kresge support, examines how housing and development policies affect economic opportunity and community health, reviews recent trends that have increased housing insecurity, surveys practices that link health and housing opportunity, and suggests a reform agenda for policy changes.





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Policies, Practices, and Programs for Advancing Diversity, Equity, and Inclusion

The Analysis of Policies, Practices, and Programs for Advancing Diversity, Equity, and Inclusion (full report; executive summary, released in Fall, 2013) is a useful tool for foundation staff, leadership and other members of the philanthropy community who want to take action to advance DEI. It provides a comprehensive scan of existing written and web-based resources from philanthropy and the more general fields of organizational effectiveness and social justice in order to identify existing policies, practices, and tools that can inform and guide philanthropic action.





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Webinar Archive: Common Ways to Engage in Impact Investing

This is the second in a series of three webinars based on Essentials of Impact Investing: A Guide for Small-Staffed Foundations, produced in conjunction with our partners at Arabella Advisors and Exponent Philanthropy. This new impact investing how-to guide is a must for foundations with few or no staff who want to align their investments with their mission. In Common Ways to Engage in Impact Investing you will hear about some of the diverse impact investing strategies that small-staffed foundations are putting to use. Foundations employ a variety of tactics, from below-market to market-rate investments, and across asset classes and Read more





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Financial Inclusion – Opportunities and Risks for Donors

People living in poverty often lack access to safe, reliable ways to manage the little money they have. As a result, they face de facto exclusion from the financial system the rest of us rely on. To address this problem, a unique philanthropic project, funded by the Gates Foundation and led by Rockefeller Philanthropy Advisors and Bankable Frontier Associates, formed partnerships with five large banks in the developing world. The approach was straightforward: research and implement new approaches to providing poor people with the financial tools they deserve. This philanthropic-public-private collaboration focused on sustainable financial inclusion—developing savings accounts that could Read more





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Grantmaking in the South: An Opportunity to Support Equity and Resilience

NCRP’s Ryan Schlegel interviewed Mary Reynolds Babcock Foundation’s executive director Justin Maxson and network officer Lavastian Glenn about philanthropy in the South. Among the topics they discussed: foundations’ support for social change in the South, how to strengthen partnerships between Southern and national funders, and what has changed in the South since Lavastian authored an article in the summer 2013 edition of Responsive Philanthropy.





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Equity: is Your Foundation Ready to Invest in Building Opportunity for All?

Research shows that one of the greatest impediments to a prosperous future for all of Michigan’s people is unequal access to resources. To help foundation leaders and their boards begin essential conversations about marginalized populations and determine the extent to which their organization’s culture and grantmaking practices are aligned with a commitment to expanding opportunity in the communities they serve, CMF developed this discussion guide and self-assessment.





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The Road to Achieving Equity 12 Findings from a Field Scan of Foundations That Are Embracing Equity

Over the past few years, equity has emerged as a key issue in American society, described as the “defining issue of our time” by authors and speakers in various fields. In the first half of 2016, the Robert Wood Johnson Foundation asked Putnam Consulting Group to conduct a field scan to learn how other foundations are working to incorporate equity — both in their internal operations and in their grantmaking. We conducted 30 conversations with staff leaders at 15 foundations considered by their peers to be on the forefront in embracing equity.





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A Self-reflection Tool for Black Trustees on Foundation Boards

ABFE brings a point of view: Black trustees who sit at tables of power and influence have a unique opportunity to significantly influence outcomes for Black communities by “leveraging the trust” that they hold as trustees. A companion to ABFE’s Responsive Philanthropy in Black Communities: A Framework and Agenda for Change, this tool discusses the unique role of Black trustees and opportunities for reflection as they fulfill their roles.  ABFE encourages the use of this tool as a way to make a difference for Black communities.





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Toolkit for Racial, Ethnic and Tribal Funds and Foundations

Diverse communities are molding and stretching models of giving to fashion something new. Funds and foundations are a promising and growing tool used to organize racial, ethnic and tribal giving. Sometimes called “ethnic funds,” these are typically public foundations that mobilize the giving resources of a community for that community’s benefit. This involves organizing groups of donors to invest in the foundation, pooling resources, developing giving priorities and a process, and making grants. Usually, donors contribute to a pooled fund, and make grants from that fund through a collective decision making process. By pooling resources, donors come together to have Read more