Q&A with the East Bay Community Foundation

EBCF-logoThe East Bay Community Foundation has been bringing together philanthropists and non-profit organizations since 1928. We thought you might like to know a bit more about the foundation, so we posed some questions on your behalf.

What is the mission and vision of the East Bay Community Foundation?
Our mission is to be the organization of choice for philanthropy in the East Bay through leadership in leveraging all assets in our communities to speed the transformation of low-income, disadvantaged, impoverished, underserved and underrepresented people.

Our vision is to broker solutions to the East Bay’s most pressing problems, achieving measurable transformation or significant change in our communities.  We strive to be a vital resource of intelligence on the East Bay; to provide our own leadership for change and to help develop leadership capabilities among organizations working for similar change; to connect the needs of the East Bay to the interests and resources of our donors, our supporters, and of organizations working for change in our region; and to ensure our donors and supporters represent the diverse communities of the East Bay.

How is the current economic climate impacting the Foundation, its fundraising and grantmaking?

It provides a temporary but serious challenge to all three. As a result of difficult economic times, everyone is tightening their belts.  We have not decreased our grantmaking targets and we hope we aren’t compelled to in the future.  This is a time for people and organizations to step up, not step back.  

What percentage of your donors are people of color?

Many communities of color have a long heritage of charitable giving.  And we know from data that people of color, women, and younger people are involved in philanthropy in increasing numbers.  However, we don’t collect data on the ethnicity of our donors.

What percentage of Foundation grants go to organizations that serve communities of color?

100% of the grants over which we have complete discretion serve communities of color.
 
What advice do you have for staff and board members of local non-profits?

During these difficult times, find a local non-profit that has the same mission as you do or has a very similar one.  Partner with them or if necessary consider even merging with them.  This can be a way to reduce expenses and create potentially more effective service delivery systems.  That’s a tough message, but, many non-profits are facing unprecedented revenue short falls.  By combining forces with other organizations, many non-profits may be able to sustain critical services in our communities.

Learn more by visiting the East Bay Community Foundation online at www.ebcf.org

How diverse is your board?

How do you define diversity?The board of directors of a non-profit organization is responsible for the organization’s financial health. The board is also charged with hiring and evaluating the executive director, creating policies and procedures that guide the work of board and staff,  with articulating the organization’s mission and vision, and ensuring the organization has access to the funds it needs to deliver on its mission.

But who are these board members? Who is making decisions for the organizations we rely on and are engaged with? If you are a member of a church or other religious organization, attend or work at a community college, seek food from a local non-profit or food bank, visit a museum, ride the bus or visit a hospital you are interacting with one of the thousands of Bay Area non-profits. And each is governed by a board of directors. They are making decisions that impact which services are offered, how donated funds are used, which government grants are pursued, and ultimately how these organizations will help – or not help – individuals, families and communities.

Board members who govern public agencies such as transit authorities and community colleges are elected. Others such as board members of faith-based organizations, private colleges and grass roots organizations are selected by people who are already sitting on the board. Still others are elected by members of the organization. This is true of membership organizations such as the Sierra Club.

The composition of the board is increasingly important to funders, donors, staff and the very people served by an organization. But what is diversity? The San Francisco Foundation holds diversity as a core value that guides its work. They define diversity as “the range and variety of characteristics and beliefs of individuals that encompasses, but is not limited to, race, ethnicity, gender, gender identity, sexual orientation, disability, age, economic class, immigration status, and religious belief.”

Here is our question for your organization – how do you balance your board’s membership? How do you ensure your board represents the people you serve? That it also includes people with access to wealth and decision makers? Do you engage individuals who can provide guidance in the areas of financial management, fundraising, personnel, and emerging trends in your content area? Are your board members required to conform to a specific viewpoint? Is agreeing with the board chair or executive director a requirement for membership? Each organization answers these questions differently. How does your organization give life to diversity?

© Copyright 2009 – Mel and Pearl Shaw

Cause marketing – everyone wins

Subaru

Subaru cause marketing a win-win-win

Cause marketing is one way for businesses and non-profit organizations to partner with each other to create value, generate revenue and increase visibility.

Here’s a real life example.

In November we leased a Subaru Legacy. We love it! Great car. Great lease price. Meets all our needs and those of our new dog. In our search for a new vehicle Mel spent months test driving cars and negotiating lease prices. We found the Legacy by chance. We drove by a Subaru dealership on our way to the movies and saw a Legacy out front with a sign that said $199/month.

Well that’s a great price. And Mel said it’s top rated by Car & Driver magazine. We were sold. But we got more than we bargained for. The dealer told us that with our lease Subaru would give $250 to a non-profit of our choosing.

It turns out that Subaru was running a cause marketing campaign. They had selected five non-profits that are aligned with the values of their customers. A niche marketer, Subaru knows that its customers have active lifestyles, are technologically sophisticated, and champion environmental issues and education. In fact, Subaru is the official vehicle of more than 20 non-profit outdoor and professional organizations. Subaru knows who buys their cars and they created a marketing campaign that addressed the desire of Subaru owners to help worthy causes.

The five charities selected were Boys and Girls Clubs of America, Habitat for Humanity International, Meals on Wheels Association of America, National Wildlife Federation and the American Society for the Prevention of Cruelty to Animals. Subaru gave $4,686,750 to these organizations. Checks were presented on February 12th at the Chicago Auto Show. Subaru gave away over $4.5 million and yet it was in the black financially while Ford, General Motors, Chrysler and even Toyota and Honda finished in the red.

As another example of how well this program was run we received a letter from Meals on Wheels Association of America thanking us for designating their organization when we bought our car. In their letter they clearly communicated how important local Meals on Wheels programs are to individual seniors and how the Meals on Wheels Association of America is important to local Meals on Wheel programs.

We leased a car. Subaru increased its revenue. Seniors across America are receiving meals delivered to their doors. Cause marketing at its best.

Copyright 2009 – Mel and Pearl Shaw

Women celebrities who give back

SelmaHayekThe May 2009 issue of More magazine features Ten Women Who Give Back. If you didn’t have a chance to read it you can view the slideshow online. So many women are busy giving not only of their time  but of their money. These are women who are involved with cause marketing programs, raising funds for non-profits, and managing their own foundations. Read philanthropy profiles Oprah Winfrey (of course!) as well as Salma Hayek, Gloria Estefan, Bette Midler and More! Learn who is supporting multiple sclerosis research, YouthAIDS, the ASPCA, New York City’s parks, breast cancer support services and research, victims of violence and abuse and more!

Fundraising – Your New Career

new_careerLinks updated: 2014

Is it time for you to start a new career? Is it time to make a difference in the world? To use your best skills for the benefit of those things you believe in the most? If so it may be time for you to become a fundraiser. Fundraising was listed as one of the top 30 careers for 2009 by US News and World Reports. (Thanks for Michael Magane for bringing this article to our attention!) What exactly is fundraising and why would anyone want to be a fundraiser?

Fundraising is a career with many opportunities for people with a variety of skills. We wrote about this  at the beginning of 2008. At that time real estate agents and mortgage brokers were reeling from changes in the housing market. We wanted people to know that the skills people have developed in these industries could be transferrable to fundraising. Today there is an even greater pool of people with strong skills, connections and experiences who can help build and sustain the fundraising capacity of non-profit organizations, hospitals, colleges, universities and churches. We updated our columns in 2009. (Links available at end of post)

We define fundraising as the process of bringing together organizations and institutions with the people and resources they need to deliver on their mission. It’s not arm twisting. Its’ not begging. It’s about partnership. It’s about helping individuals, families, businesses, corporations, foundations and government agencies identify those organizations who share their beliefs and who are bringing them to life.

Here is what we know about fundraising. People give to a diverse array of institutions, causes and programs. And there is a role for people with diverse skills, backgrounds, personalities and connections. Fundraising is conducted by professionals and even more so by volunteers. As a profession with a career-path there is room for introverts and extroverts, big-picture thinkers as well as people who are detail-oriented. It is for people who lean right politically and those who lean left. It is for people who are in career-transition, who are looking to make a difference and who are willing to learn. And it is for African Americans, Hispanics, Asian Americans and other people who until recently have not been well represented in all aspects of the profession. With changes in American demographics and the growth of the non-profit sector the need to diversify the profession creates new opportunities who people who have been volunteering with their churches, sororities, local schools, colleges and universities. And there are opportunities for people who are changing careers – whether voluntarily or involuntarily.

We believe our three-part series on the topic of careers in fundraising  may be even  more relevant now than it was originally written.  Here are a few key points:

  1. Positions are available with grassroots organizations, colleges, hospitals, national organizations, foundations, advocacy organizations, research institutes, churches, radio and television stations… — all types of organizations and institutions that are categorized as “nonprofits.”
  2. If you are able to secure work with a hospital, college or public radio or television station, you will learn the systems and procedures that represent best practices in fund development and fundraising. Working for one of these institutions can provide you with insight into the many different strategies and activities that comprise fundraising.
  3. If you can remember that your work is about the organization and those it serves and not about you, then you can be successful. People won’t be giving to you; they will be giving to the organization you represent. Your job will be to best promote its successes, the vision of its leadership and how donations are used to advance goals and programs.
  4. There are many entry-level, midcareer and senior-level positions within fundraising and fund development. There is also a gap between the number of positions that need to be filled and the number of individuals who are qualified to fill them. (Part three of the article lists common fundraising job titles and provides descriptions for these).

Part One  – Fundraising and fund development in the nonprofit sector are close cousins to sales and marketing in the private sector.  Learn about the benefits of a career in fundraising and fund development.

Part Two  – Find out what positions are available within the fields of fundraising and fund development

 

Help is on the way

San Francisco Foundation logo

San Francisco Foundation's new non-profit transitions fund

If your organization is grappling with whether or not to merge with another organization or close altogether, you are not alone. The current economic climate is posing many challenges to the very existence of some organizations. For many donations are down, grants are smaller or postponed, and government funding that used to be relied on may simply no longer be available.

If your organization is grappling with difficult issues due to the downturn in the economy, there is help. The San Francisco Foundation has created a new fund called the Nonprofit Transitions Fund to help organizations reduce costs, increase productivity, merge, dissolve, or reorganize. The following is a list of the activities they are prepared to support.

  • Back office collaborations (including rent, equipment, group insurance joint purchasing, and centralizing human resources, payroll, and benefits administration and financial and grants management). Such collaborations can reduce operating and administrative costs.
  • Merger, acquisition or consolidation
  • Dissolution (voluntary/involuntary)
  • Bankruptcy or reorganization
  • Post-merger integration or closure costs
  • Service delivery joint ventures

If your organization would benefit from any of these activities you may want to consider completing the Foundation’s short and straightforward application form. You will be asked to identify which activity your organization is considering, the efforts you have already made in pursuing such an option, and what condition or situation is triggering this consideration. The application is online at http://www.sff.org or you can call (415) 733-8527.

All applications will be reviewed and select organizations will be asked to submit a more detailed proposal. That proposal will ask you to communicate information such as:

  • Evidence of buy-in from staff, board, and constituencies
  • Clear and realistic expectations of benefits/risks
  • What niche or role your organization(s) serves locally or regionally
  • An understanding of your organization’s relative competitive position and its financial strengths

If you are considering a merger, the Foundation will want to know about mission compatibility between the two or more organizations and the extent of a cultural fit, including board and staff compatibility. You should also be prepared to communicate your awareness of obstacles such as asset restrictions, endowment/bequest issues, current liabilities, deferred revenue, and other legal barriers.

While economic conditions may be the driving force behind these considerations, some organizations may become stronger and more effective by pursuing difficult choices.

There are a lot of things to consider and help is available.

Copyright 2009 – Mel and Pearl Shaw

How To Ask Your Donors For More Money

Soliciation Meeting - Fundraising, Donors Who Give

Soliciation Meeting - Fundraising, Donors Who Give

Are you willing to ask your donors for more money? What would it mean to your organization if you asked your current donors for a second gift? Do you think that because they have given once this year you shouldn’t ask them again?

If you are willing to ask your donors for more money, here are ten things to consider as you prepare to ask.

Ten Steps to Asking Your Donors For More Money:

  1. Share what your organization is doing now
  2. Share organization’s  recent (and current!) successes and how donor’s gift made a difference
  3. Share your vision and goals – what you are seeking to accomplish. Be concrete.
    “The current economy is impacting our students ability to stay in school. There are 32 seniors who will be unable to graduate this June because they have lost their jobs or their parents have lost their jobs. We are seeking to raise $232,000 to help ensure all our seniors graduate.”
  4. Communicate what it will take for your organization to deliver on its vision and goals. Let your donor know how much money you need to raise, how many volunteers you need, what type of technology you want to implement, what size building you want to rent or buy, what type of training your clients are seeking…
  5. ASK for opinions, questions and advice –
    “How do you think we should go about trying to accomplish this?” 
    “How should we proceed?”
    “You’ve been a volunteer for a long time, do you think this will work?” 
    “I know your graduating class tried something similar – what guidance would you offer us as we move forward?”
  6. LISTEN and affirm. If you ask someone for advice, questions or guidance, take it in. Do not argue or negate what the person says. You asked for his opinion, listen to it and respond in a positive manner.
    “Jack, I like that idea. I’ll share it with Monique and see if she can integrate that into our plan.”
  7. Share your plan for how you will raise the additional money you need.
    “Sonya, I am looking for 15 people to give $500 between now and June so we can meet the projected $7,500 shortfall in the after-school program.” PAUSE.
  8. ASK the person you are talking with if they are interested making this happen and who they think would want to join them.
    “Rev. Chang, would you be interested in supporting the new breast cancer survivor program at the hospital?” PAUSE. Are there people who you feel would want to join you?”
  9. ASK the person you are talking with if they would be willing to increase their giving.
    “Ramon, would you and your partner be willing to increase your pledge from $5,000 to $10,000?” PAUSE.

Note: we write PAUSE after so many of our suggested talking points  because we want to make sure you pause and let the other person share their thoughts. Giving the other person time to talk and LISTENING to what they have to say is vitally important to sustaining your relationship with your donors. And with your friends!

Word of Caution: Do not treat your donors as an ATM machine. Do not expect that because your organization has a financial need that your donors should AUTOMATICALLY fill that need.

– Mel and Pearl Shaw

Perspectives on philanthropy

Cedric Brown - Director, Mitchell Kapor Foundation

Cedric Brown - Director, Mitchell Kapor Foundation

Changes in the economy, the stock market and employment rates impact non-profit organizations and the foundations that provide funding to them. We posed a few questions to Cedric Brown, director of the Mitchell Kapor Foundation related to these changes.

1. How is the current economic climate impacting giving by Foundations?
The endowments and total assets of many foundations have “taken a hit,” a term I’ve heard repeatedly around the philanthropic community. This means that many foundations, like nonprofits, are re-examining and scaling back to most-essential programs and administration.
The recession has had a mixed effect on the grant monies that foundations are giving out – some funders are scaling back, while others see the need to make even more grants in order to help nonprofit organizations to sustain their work in these uncertain times.

2. What gets your attention in a positive way when you are reviewing proposals?
The best grant requests are concise, giving as much information as possible in as few words as possible. Additionally, I appreciate grant requests that outline the overlap between the grantseeker’s work and the funder’s priorities. I’m also intrigued by new ideas, in thoughtful expansion plans for effective work, and in collaborations between organizations.

3. What gets your attention in a negative way when you are reviewing proposals?
It’s vital to read the funder’s guidelines and follow the directions! I’ll admit that I initially scan grant requests to make sure that the work aligns with our funding priorities. If it’s off, I’ll know in a matter of seconds and will discard the grant request. I’m also biased against typos, poorly-written requests, and overly-written requests – that is, proposals stuffed with lingo and flowerly language.

4. What is the one piece of advice that you would offer to a non-profit that is considering applying for a grant?
I advise nonprofits to do three things before applying: 1) read the potential funder’s website to learn about their funding priorities and their application process; 2) call a program officer to briefly discuss whether or not your work is a good match for the foundation (and don’t try to make it fit if it isn’t); and 3) have someone else read and edit your written materials to make sure that it sounds coherent before submitting it to a funder.

5. What is an example of a project you funded that exceeded expectations?
We work with so many fantastic organizations that I’m hard-pressed to choose one. Overall I’ll say that my grantmaking has largely been an investment in dynamic and competent leadership combined with a solid work plan. So in this respect, nothing has surprised me.

I am pleased, though, that we were an early supporter of Van Jones’ work on green jobs (through Ella Baker Center and Green for All), which he’s taken from Oakland to the New York Times bestseller list to the White House!

 6. What would happen if an organization did not accomplish what it said it would do when applying for a grant? Does that automatically mean they could not get another grant? How is this handled?
While I believe in accountability, I also believe in being flexible and reasonable. Nonprofits (and foundations, too, for that matter) are subjected to changing information and conditions that can re-shape their ability to accomplish their original goals. I think adaptability is an important trait to possess, allowing community organizations to appropriately adjust their work and expectations. But it’s critical for nonprofits to talk with their funders about substantial changes, not to seek “permission” or to “spin” (which is very transparent and annoying), but to say “This is what we’ve encountered and this is our response. What advice do you have to give us?” This way the nonprofit can appropriately involve the funder in the re-strategizing.

In my experience, the majority of nonprofits accomplish much of what they set out to do. It may be a different product in the end, but most do good and worthy work. Of course, there are the occasional “wayward” organizations; I have no qualms about cutting them off and chalking it up to a lesson learned about what NOT to do.

7. Are there any other comments or information you would like to share with our readers?
Small, startup nonprofits are going to have a very difficult time securing support in this economy. There’s a feeling in the nonprofit and foundation sectors that too many nonprofits exist. My best advice is that if you’re thinking about starting a nonprofit, first make absolutely sure that nobody else is doing what you’re proposing to do. If there are similar programs, ask how you might work with them to help deepen or expand their reach, rather than starting a new effort altogether.

Learn more about the Mitchell Kapor Foundation at www.mkf.org.

Learn about grantwriting from a former program officer!

darlenehallTake advantage of this new NONPROFIT FUNDRAISING WORKSHOP SERIES. Here’s your chance to learn in a small group, interactive setting about what makes a proposal stand out. Learn how to frame your story, and how to get to know foundation staff given the cultural and power dynamics impacting relationship building. Learn from Learn from Darlene Hall a former program officer of color with 6 years experience in philanthropy at family and community foundation.

Community-based workshop locations in San Francisco and Oakland, California.

Workshop 1: Writing Your Best Proposal in April
April 2, 14, and 21 in San Francisco
April 15 and 23 in Oakland

Workshop 2: Building Relationships with Funders in May
May 7, 12, 19 in San Francisco
May 13 and 21 in Oakland
Costs:
• $40 for one workshop/$70 for both workshops
• Limited space! Sign up today!

Call Darlene A. Hall, Ph.D. at Intersections Conulsting for more information at 415.297.7265 or email her at
IntersectionsConsulting@gmail.com

Darlene brings 20 years experience in the nonprofit and philanthropic sectors that crosses several fields including mental health, teaching/training, youth development, social justice and social services, and sports/athletics.

One million women for women

Barack Obama has introduced his economic stimulus package. Cities and states around the country are creating theirs. What will be the women’s economic stimulus package? How can we as individual women and men invest in changing the current and future conditions for women and girls in California and ultimately our country and the world? The One Million Women for Women Campaign launched by the Women’s Foundation of California is one way to invest in this change.

This campaign is asking one million women (and men!) to support change in California. Together we can increase women’s economic prosperity, access to affordable healthcare, safety and leadership. With one million women (and men!) giving $10 each The Women’s Foundation of California will raise $10 million to help change public policy and conditions in our homes, on our streets, and in the workplace.

Giving $10 each we can stimulate investment in organizations and advocates who change the conditions of women’s lives.

Together we can fund grassroots organizations focused on changing the economic conditions of women working in low-wage jobs, part-time jobs, and jobs where women are still not paid a wage equal to that of men. Our $10 gifts – when combined – can fund advocacy and services that provide women with access to affordable health care including a full range of reproductive health services. Together we can provide funding that increases the safety of women and children in our homes, schools, workplaces and communities. And together we can train and mentor California’s women in the ins-and-outs of Sacramento and how to successfully advocate for policy changes that positively impact large numbers of women. Right now 32 women from all over California are participating in the Women’s Policy Institute working on environmental health, reproductive justice, economic and educational justice, criminal justice and elder women’s issues.

As a nonprofit public foundation The Women’s Foundation of California invests in women and girls to build a more just and equitable society for all. The Foundation believes that California’s potential will only be realized when women and girls lead and thrive as full participants at all levels of society.

Let’s join together with our gifts of $10 (or more!) and invest in a stimulus package for California’s women. Take the time to invest in our future and change the lives of California’s women and children.

Copyright © 2009 – Mel and Pearl Shaw