Just Say No to the Dog and Pony Show…and Other Advice on International Site Visits

By Rachel Humphrey, TCC Group

In her previous posts, Rachel made the case for small-staff philanthropy’s niche in international giving, and she shared ingredients for success that may apply to domestic giving as well. Here she shares another key ingredient: conducting effective site visits. Which of her pointers can you apply to your philanthropy, international or domestic?

Take Oprah’s visit to a slum in Mumbai. One can assume that Oprah had positive intentions in her visit, yet, when the piece aired, a palpable tone of judgment and comparison to her reality offended many. When she asked a family about its small home—“I don’t mean to be offensive, but does it feel crowded?”—she was judging the people she visited by the yardstick of her (very different) experience.

No matter how difficult are the living situations of the grantees you visit, undoubtedly you—and they—want to end the site visit with their pride and dignity intact.

How can you avoid such a cross-cultural faux pas?

Know your purpose, and communicate it

To get the most out of a site visit—international or otherwise—it is critical that you define why you are doing the site visit in the first place. Are you visiting simply for the experience of getting to know the grantee and learning about its work? Or does it serve a monitoring purpose? Are you aiming to build trust? Or is it simply a nice thing to do while you are in the country?

What will the site visit do for you? And how will it serve your grantee?

Once you have clarified its purpose, be sure to communicate it to the grantee. If you just want to drop in to say hello, but the grantee thinks it is being monitored, it is unlikely that you will have an enjoyable and productive site visit, and you could damage the relationship with the group significantly. Unless it clearly serves your intended purpose, consider asking your grantee to forgo the usual “dog and pony show.”

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Continual Learning Through Intention and Evaluation

By Colleen O’Keefe, Sauer Children’s Renew Foundation

Colleen O'KeefeOriginally posted in Giving Forum, Minnesota Council on Foundations’  free, quarterly newspaper. Sauer Children’s Renew Foundation, a member of MCF and ASF, is committed to improving the lives of disadvantaged children and their families. 

The Sauer Children’s Renew Foundation is a small family foundation with a mission to improve the lives of disadvantaged children and families in Minnesota. As much as we would like to solve all of the complex issues facing this population, we have had to accept our limited capacity.

And acceptance has helped us realize that to make a real difference in the community, focus and evaluation must be embedded throughout our grant process.

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Convening to Build Capacity

By Elaine Gast Fawcett on behalf of ASF

Lindsey Stammerjohn, Juanita Garcia

ASF member Lindsey Stammerjohn (R) and ASF board member Juanita Garcia

When it comes to learning about important issues and moving the needle in the right direction, convening is a low-cost and high-impact leadership tool you can’t overlook. In fact, many consider it to be a funder’s most underrated. In part 2 of a 2-part series on convening, hear how an ASF member foundation uses convening to reach its goals. Read part 1 here.

The ASF member John Gogian Family Foundation and executive director Lindsey Stammerjohn began convening grantees in 2010 as part of a capacity building initiative. They recognized common struggles that many grantee partners shared, and chose convening as one way to address these needs while connecting the organizations to one another.

At its first gathering of grantees, Stammerjohn sat in the back of the room. “We wanted our grantee partners to drive the process, and tell us if gathering as a group was valuable to them,” she says. “It became apparent quickly that we needed to have a clear purpose for convening. We had to do more than get everyone together for doughnuts and coffee.”

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Why We Convene

By Elaine Gast Fawcett on behalf of ASF

ASF member Janis Reischmann shares her lessons learned

ASF member Janis Reischmann shares her lessons learned

When it comes to learning about important issues and moving the needle in the right direction, convening is a low-cost and high-impact leadership tool you can’t overlook. In fact, many consider it to be a funder’s most underrated. In part 1 of a 2-part series on convening, hear how an ASF member foundation uses convening to reach its goals.

The ASF member Hau’oli Mau Loa Foundation (meaning eternal happiness in Hawaiian) started convening 10 partner grantees with two goals in mind: to provide a space where they could share and learn from one another, and to help them feel excited and renewed.

“It started as a way to bring partners together. We thought there would be value in them sharing experiences, challenges they face, and successes they see,” says foundation executive director Janis Reischmann. “Someone reminded us that grantees get caught in the day-to-day of their work, and, if we could do nothing more than to re-inspire and re-energize them, that would serve them well.”

Still, the foundation stepped in with caution.

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Is Risk Right for Small-Staff Philanthropy?

By Elaine Gast Fawcett on behalf of ASF

Risk

Some say ASF members and other donors must embrace risk. Do you agree?

The word risk can have a bad rap in philanthropy.

If you’re like a lot of donors, you may find it tough to think of a grant you could call risky. In fact, most funders have grown accustomed to making grants they know (or at least suspect) will succeed. No one likes to fail. And failure—in philanthropy—means losing money that could have gone to another organization.

Yet, these days, some are saying risk is a value that small-staff philanthropy must embrace.

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Philanthropic Leadership: It’s (Not) Accidental

By Henry Berman, ASF

Catalogue DCASF member Barbara Harman and the Harman Family Foundation are demonstrating the power of small-staff philanthropy to lead—and they’ve been doing so for at least the past decade.

Barbara is editor of the award-winning Catalogue for Philanthropy: Greater Washington, which celebrates its 10th year in 2013. When I spoke with her last month as part of ASF’s interview series with philanthropic thought leaders, we talked about her role in creating and championing the Catalogue.

Published with lead funding from the Harman Family Foundation and support from its partners, the Catalogue spotlights the “landscape below the landscape,” according to Barbara, or originally the region’s community-based arts organizations.

How does Barbara—a former English professor at Wellesley College—describe her leadership role in creating the Catalogue? Accidental.

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Creating Fair, Equitable Relationships in International Grantmaking

By Rachel Humphrey, TCC Group

In her previous post, Rachel introduced us to The HOW Fund and the firsthand experiences that shaped its international grants. Here she discusses a key ingredient for success in international giving—and one that applies to domestic grantmaking as well: creating fair, equitable relationships.

The right question is not “What can I do for you?” It is “What can I do with you?”

When I worked at the Global Fund for Women (GFW), one of our mantras was, “How we do our work is as important as what we do.”

This resulted in a grantmaking program that very deliberately trusted and respected grantees’ expertise and decisions, including providing general operating support. We operated without deadlines and accepted unsolicited proposals in any language and any format.

On site visits in Kyrgyzstan and Morocco, I witnessed firsthand the impact of our approach on the relationships between GFW and its grantees. Grantees always set GFW apart from their other funders and described GFW’s support as “much more than money.” They also felt comfortable enough to provide candid feedback on GFW’s work, and often shared their programs’ failures and challenges as freely as their successes.

Although the funder–grantee power dynamic certainly did not disappear, the playing field for these grantees was a bit more level than with other funders.

What can small-staff philanthropy take from this example?

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We Are All Bill Gates

By Henry Berman, ASF

ASF CEO Henry Berman speaks at ASF's sold-out 2012 National Conference

ASF CEO Henry Berman at ASF’s sold-out 2012 National Conference

You are Bill Gates. And Andrew Carnegie. And Oprah Winfrey.

Each of these philanthropists has leveraged more than fortunes. They capitalized on their fame to become leaders.

Bill Gates calls on presidents and prime ministers. He and Melinda Gates attack issues on a global scale with millions of dollars. Andrew Carnegie gave millions of people he never met the opportunity to expand their worlds through libraries. Oprah Winfrey uses her visibility to inspire countless others, and she backs it up with her own philanthropy supporting education and the empowerment of women, children, and families.

So how are you alike?

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Small Foundations Embrace Advocacy to Catalyze Change

By Andy Carroll, ASF

Andy-CarrollThis post, based on research by ASF Senior Program Manager Andy Carroll as part of ASF’s Leadership Initiative, was originally featured on the Bolder Advocacy blog. An initiative of the Alliance for Justice, Bolder Advocacy equips nonprofits and foundations with the knowledge and tools to advocate effectively.

People who believe in advocacy as a strategy for change wonder: “How can we encourage more foundations to use advocacy?’”

The experiences of small-staff philanthropists offer new ways of thinking about this challenge, and can spark ideas and inspiration. The defining characteristic of small foundations is their unique approach to philanthropy, which is agile, responsive, passionate, and grounded in their communities.

Some small-staff foundations arrive at advocacy after years of frustration funding direct services and not seeing progress. They shift to advocacy because they’re passionate about their chosen issue, have followed it upstream to understand the role of policy, and feel a sense of urgency to make impact. Funding organizations that advocate and lobby becomes a natural next step.

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12 Ways to Help Grantees Use Volunteers

By Jane Leighty Justis, The Leighty Foundation 

hands raised

In her previous posts on PhilanthroFiles, ASF member Jane Leighty Justis made the case for investing in volunteer infrastructure and shared her foundation’s efforts to increase the capacity of its local nonprofits to use volunteers. Here she offers ideas for helping grantees to use volunteers more effectively.

As small foundations, we are always looking for leverage. Where and how can we invest our assets in ways that will produce the best returns? Will organizations we funded in the past survive these times of shrinking resources and growing needs?

We must encourage and support our grantees as they reimagine how to accomplish their missions with fewer resources. The effective engagement of additional volunteer resources is an obvious part of the solution.  Continue reading

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