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  • 1. Collaborative Philanthropy & Social Change Erin McGrath Analytical Paper Spring 2009
  • 2. Topic Overview Collaborative Philanthropies for Social Change An examination of the ways in which foundations participate in collaborative arrangements with one another in order to bring about social change.
  • 3. Literature Review 1. Philanthropy 2. Social Change Philanthropy •Social Justice Philanthropy •Conservative Philanthropy 3. Philanthropic Collaboration
  • 4. Foundations Why Foundations Matter: • Role in advancing: social causes, policy initiatives, social programs, & political movements • Capacity to Mobilize & Allocate Resources ★ 2008: $45.6 Billion
  • 5. Literature Review: Philanthropy FOUNDATION TYPES Type Definition Example Grantmaking bodies to provide The Ford Independent support for organizations Foundation Conduct own programs rather Operating J. Paul Getty Trust than provide support The Cleveland Community Pooled funds Foundation Hybrid of operating & California Wellness Conversion community Foundation Adapted from Leslie Lenkowsky, 2002
  • 6. Literature Review: Social Change Philanthropy Author Definition Long term change in structures of political Roelofs decision making or the allocation of power (2003) & wealth Advancing progressive social change: the Ostrander redistribution of power and resources in a (1995) more egalitarian directions Changing of societal institutions so they Hunter don’t produce the very problems that (1990) ‘charity’ is trying to alleviate
  • 7. Literature Review: Social Change Philanthropy How do foundations support social change? •Creating New Knowledge •Applying Knowledge •Policy Analysis •Policy Advocacy •Social Movements & Empowerment •Social Service Delivery Engaged in by both Conservative & Progressive Foundations! Prewitt, 2006
  • 8. Literature Review: Social Justice Philanthropy Social Justice Philanthropy: Grantmaking that attempts to create a more equitable distribution of social, economic, and political power to truly reform a society’s institutions so that they are better able to meet existing needs and eliminate or at least reduce reliance on short-term & emergency service provisioning (NCRP, 2005).
  • 9. Literature Review: Social Justice Philanthropy The National Network of Grantmakers’ Core Essentials: •Focus on Root Causes •Structural or Systemic Change •Collective Action •Self-Determination •Commitment to Leadership Development •Inclusiveness
  • 10. Literature Review: Conservative Philanthropy Operating Definition: Grants made to organizations & programs that promote some type of free market, small government, and/or conservative religious ideology, with a focus on policy research or advocacy Grantmaking 1999 - 2001: $183.2 million General Operating: $94.3 million Program Support: $77.5 million Combination: $10.4 million Krehely et al, 2004
  • 11. Literature Review: Conservative Philanthropy Strategic Elements of Conservative Philanthropy •Funding an Ideological Agenda •Building Strong Institutions •Resource Concentration & National Focus •Media, Marketing & Communications •Creation & Cultivation of Public Intellectuals •Cross-Sectoral Funding & Support of Multiple Strategies •Long-Term Funding Covington, 2005
  • 12. Literature Review Philanthropic Collaboration
  • 13. Funder Networks 1980 (N=24) Source: Grantmakers for Effective Organizations GEP 2004 Presentation: Philanthropy’s New Forum-The Emerging Influence of Funder Networks (COF)
  • 14. Funder Networks 2004 (N=110) Source: Grantmakers for Effective Organizations GEP 2004 Presentation: Philanthropy’s New Forum-The Emerging Influence of Funder Networks (COF)
  • 15. Literature Review: Philanthropic Collaborations •Conference •Publications •Email/Mail List •Knowledge •Advocacy Management •Research & Evaluation •Shared Space/ •Communications Equipment/Staff •Coordinated Needs •Site Visits •Earned Income Assessment •Pooled Grantmaking Venture Grantmakers for Effective Organizations, 2004
  • 16. Literature Review: Philanthropic Collaborations Sharing Information Shared Decision Making
  • 17. Collaboration Issue Areas, Ideology & Affinity Groups Geographic Proximity
  • 18. Issue Areas, Ideology, & Affinity Groups •Share Model Practices •Share Information
  • 19. Issue Areas, Ideology, & Affinity Groups Perceived Constraints •Do they have the capacity to develop a larger strategy? •Is there a tendency for these groups to become insular?
  • 20. Collaboration & Conservative Social Change Conservative Collaboration •Conservative foundations have built strong relationships based on shared history & ideology •Advancing political theory in order to bring about change
  • 21. Case Study: Philanthropy Roundtable •Founded: 1991 •500 Members Functions: •Communications •Annual Meetings •Guidebooks •Working Groups •Alliance for Charitable Action (PAC)
  • 22. Geographic Proximity •Place-Based Examination of Interconnected Issues Regional Network Data •Most: 25 or fewer members •40% have paid staff •75% meet quarterly
  • 23. Case Study: Living Cities •Formalized Relationships in 23 cities •Membership: Foundations, Financial Institutions & Federal Agencies •$543 million in targeted cities •Structure determined locally •Convene, Broker, Build, & Advocate
  • 24. Comprehensive Community Initiatives (CCIs) •Integrated & Comprehensive •Collaboration among sponsors & grantees
  • 25. Challenges to CCIs and Other Collaborations 1. Difficultly in Building Genuine Partnerships 2. Differing Expectations for Time Line 3. Foundation Culture to Look for the Next Thing 4. The Collaboration Becoming an Entity to Itself
  • 26. Lessons What does this mean for foundations? •New Roles •New Structures & Practices •Shared Goals & Strategies •Giving Up Control •Staying in Background •Risk Taking
  • 27. Recommendations for Research •More on Conservative Philanthropy •Collaboration: Principles, Practice & Outcomes
  • 28. Principles & Practices: Suggested Questions •Why do some funders join while others do not? •How do ideological frameworks influence the collaborative work of foundations? •Do new funders seek to collaborate with existing associations or seek to develop new partnerships? •What is the life-cycle of the different types of collaborations? •To what extent are foundations allocating resources (human & financial) to collaborative initiatives? •How do the collaborative arrangements interact with other stake- holders?
  • 29. Questions?

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