1. Advancing Funder Impact through Equity: Effective Grassroots Approaches to Social Change
New Mexico Association of Grantmakers 2015 Statewide Summit on Philanthropy
October 21, 2015
Ryan Schlegel

2. Imagine New Mexico in 10 years…
Write down a headline you’d like to see published in a NM newspaper then

3. Our Panelists
Janelle Astorga-Ramos, Youth Organizer, Southwest Organizing Project Kare Carlisle, Director of New Mexico Programs, the W.K. Kellogg Foundation Frank Sanchez, Executive Director, Needmor Fund
Our speakers’ biographies are in the program, so we won’t get into those details. But right now let’s hear your name and what your hope for New Mexico is.

4. NCRP Promotes Philanthropy That:
serves the public good;
is responsive to communities with the least wealth, power and opportunity; &
is held accountable to the highest standards of integrity and openness.
NCRP combines research and advocacy to provide grantmakers with the tools to achieve greater impact using a social justice lens. We envision a a fair, just and democratic society where
1) The common good is a high priority;
2) A robust public sector is empowered to preserve and extend commonly held resources;
3) A vital nonprofit sector provides a voice to those most in need;
4) And where all people enjoy equality of opportunity, access and fair treatment without discrimination

5. Criteria for Philanthropy at Its Best
Funding that is:
At least 50% to underserved communities
At least 25% to long-term systemic change strategies
At least 50% as general operating support
At least 50% as multi-year funding
Maintains ethical foundation practices and a diverse board of directors
Invests at least 25% of its assets in mission-compatible ways

6. NCRP Key Research Leveraging Limited Dollars Real Results
Smashing Silos in Philanthropy
Cultivating Nonprofit Leadership
Philanthropy's Promise - A community of 200 funders that have committed to providing at least half their grant dollars for the intended benefit of underserved communities, broadly defined, and at least one quarter of their grant dollars for systemic change efforts involving advocacy, community organizing and civic engagement.
Philamplify - An initiative to provide feedback to the country's top grantmakers by combining expert research on the work foundations do with feedback from foundation and nonprofit leaders and staff, issue experts, community members and more.
Research and Publications - From our quarterly journal Responsive Philanthropy, to our robust research series such as Smashing Silos, NCRP provides timely research and commentary that advocates for a more responsive philanthropic sector.
Presentations - NCRP offers regular presentations in the field about the most effective strategies for philanthropy at conference and through our webinar series.

7. National Grantmaking Trends
General operating support
21% of all grant dollars
Avg funder – 26% of grant dollars
Median funder – 7% of grant dollars

8. General Operating Support
GOS

9. National Grantmaking Trends
Multi-year funding
13% of all grant dollars
Avg funder – 45% of grant dollars
Median funder – 48% of grant dollars
Explain limitations of this data

10. Multi-year Funding
MYF

11. National Grantmaking Trends
Funding for underserved communities
39% of all grant dollars
Avg funder – 30% grant dollars
Median funder – 25% grant dollars

12. Funding for Under-served Communities

13. National Grantmaking Trends
Funding for advocacy, organizing, and civic engagement (social justice)
14% of all funding
Avg funder – 8%
Median funder – 3%

14. Social Justice Funding

15. based on 7 research sites, including New Mexico
GCIP New Mexico
The Grantmaking for Community Impact Project documented impacts of foundation-funded
policy advocacy,
community organizing,
and civic engagement
based on 7 research sites, including New Mexico

16. GCIP New Mexico – The Issues
Economic security
Environmental justice
Civil rights
Health
Education
living wage, predatory lending, affordable housing, childcare, homelessness, economic development
Mining (including environmental impact and community input), water rights, indigenous lands
immigration enforcement, access to services, LGBTQ discrimination
Medicaid, healthcare outcomes for American Indians, maternal care school funding, teacher retention, education reform

17. Question for Janelle: What are some of the big issues you see communities in NM facing today?

18. Small Groups Discussion
What kinds of strategies/projects would you fund to address these issues? Choose an issue and list one or two projects. In groups of 4-5 answer this question as if you were the board/executive leadership of a small foundation in New Mexico.
Instruct them to write their ideas down on the large paper

19. Real Results: Why Strategic Philanthropy is Social Justice Philanthropy
Enormous challenges + limited resources = Strategic philanthropy
Laser focus on defined goals, strategies for achieving those goals, and evidence-based feedback to keep the strategy on course
Social justice philanthropy
Emphasizes social and systemic change
Prioritizes and empowers underserved communities
Creates space and power for those affected by inequity to advocate, organize and engage in electoral processes

20. Social Justice Philanthropy in NM
Direct to Frank and Kara

21. Investing in Change: A Funder’s Guide to Supporting Advocacy
Bolderadvocacy.org
Investing in Change: A Funder’s Guide to Supporting Advocacy
Fact Sheets
Evaluation Tools
Advocacy Coaches
Influencing legislation – or “lobbying” – is a key advocacy strategy that nonprofits can use to advance their cause. In fact, by not lobbying, many 501 (c)(3) organizations are not taking full advantage of their rights under federal tax laws, which set out generous lobbying limits.

22. Cultivating Nonprofit Leadership Findings
0.8% of grant dollars for nonprofit leadership development
Good leaders build coalitions, practice self-care to prevent burnout and reinforce networks and next-generation leaders
Leaders of color, LBGTQ leaders, women leaders, young leaders

23. GCIP NM’s Demonstrated Return on Social Justice Funding
14 NM Grassroots organizations
Total Public Benefit:
$2.6 billion
$157 benefit for every $1 of social justice funding

24. Panel Discussion
Ask Janelle: What do you think of thesWhat work are your foundations funding in New Mexico?
How did you get buy-in from leadership to fund these projects?
What obstacles did you encounter?
How has your strategy shifted over the years?
What excites you when you think about the future of your work in New Mexico?
e strategies? How useful do they seem to you?

25. Questions and Discussion

26. Call to Action
Think about the strategies we’ve discussed and about the headline you wrote down earlier in the session. Now write down on a notecard how you could use those strategies to make that headline a reality. Take that notecard and start a conversation with someone at your foundation about social justice philanthropy in NM.

27. Ryan Schlegel Research and Policy Associate rschlegel@ncrp.org
Advancing Funder Impact through Equity: Effective Grassroots Approaches to Social Change
Ryan Schlegel
Research and Policy Associate