Equity Resources for Philanthropy

  My philanthropy advisory firm has been pursuing, studying and documenting equity within philanthropy. In this important step toward philanthropic progress, we are working on developing and discovering what equity means to funders, foundations and organizations, both individually and across the field. The following list is a variety of resources which we have found helpful in our ongoing study of equity, including many that we have authored! This list is periodically updated. Resources authored by Putnam Consulting Group: The Road to Achieving Equity: Findings and Lessons from a Field Scan of Foundations That Are Embracing Equity (full article)* The Road to Achieving Equity: 12 Findings from a Field Scan of Foundations That Are Embracing Equity (2-page summary)* What the Heck … Continue reading Equity Resources for Philanthropy

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5 Ways Foundations Cause More Problems Than They Solve

It’s the nature of philanthropy to want to help. It’s what foundations were created to do. Yet all too often, foundations, corporate grantmakers, and donors unintentionally cause problems instead of helping to solve them. Even with the best intentions, foundations take actions that are counter to the outcome they – and their grantees – hope to achieve. Here are five common examples: 1.     Providing short term funding for a long-term outcome. Most funders are loathe to commit to any one organization or initiative for more than a year or two. (In fact, if foundations were people, we’d call many of them commitment-phobes and recommend therapy!) Even when foundations have long-term goals like closing achievement gaps in schools or improving drinking … Continue reading 5 Ways Foundations Cause More Problems Than They Solve

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Three Things That Local Organizations Know But Foundations Often Miss

The Putnam team recently authored two case studies for Casey Family Programs about their Communities of Hope initiative. In Hagerstown, Maryland and Gainesville, Florida, we explored collaborations among local agencies to improve conditions and opportunities for families and children. These projects were wide-reaching and complex – just like the myriad of issues they seek to address. But in both, we saw three common threads that we believe are making these successful efforts for the community and successful investments for Casey Family Programs. These aren’t aspects of success that you can measure with metrics or data, and they are things that many funders often either take for granted or completely overlook. Yet, when they are present, we believe they make a night-and-day difference in effectiveness:  1. Personal … Continue reading Three Things That Local Organizations Know But Foundations Often Miss

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Create a Culture of Learning

A culture of learning is one that encourages ongoing inquiry and questioning. It is comfortable with the fact that there is always more to learn and explore, and therefore the “work” of learning is never-ending. Learning is at the core of all research and development. The more you approach work with a sense of curiosity and inquiry, the more you can research and develop new approaches. This can be a challenge for foundation staff or boards who are geared toward finding the “one” solution to a challenge, checking it off the list, and moving on. But the culture of learning and ongoing inquiry is why cell phones now fit in the palm of your hand, and why more cancers are … Continue reading Create a Culture of Learning

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This Year, Make a Point to Think About “The Others”

By all accounts, this year will be one of uncertainty the likes of which we’ve not seen in a while. Everyone is poised to see what a new presidency will bring. Our nation is on edge and some are even on high alert. If anything is certain, it is that change of some sort will come. As funders, we can’t ignore that fact that there are many “others” out there who don’t necessarily understand or agree with our work. The change that will come will no doubt have an impact on what we do. These “others” will have a significant bearing on our effectiveness. It’s understandable that many of us have been focused on serving specific populations, whether defined by … Continue reading This Year, Make a Point to Think About “The Others”

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Ten Ways Putnam Consulting Got It Right in 2016

Producing the Confident Giving newsletter is one my favorite things to do – in no small part because of readers like you who open, peruse, consider, and sometimes comment and share your thoughts with me. Thank you! As a weekly publication, Confident Giving covers a lot of ground in a single year. In January it’s always interesting to take a look back at the topics that attracted our readers the most. I’m happy to share 2016’s top 10 most read topics below. And if there’s something you’d like to hear more of in 2017, please let me know! 1.  The Next Four Years: Keep Moving Forward Before the 2016 election, our country was in a totally different place than it … Continue reading Ten Ways Putnam Consulting Got It Right in 2016

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Don’t Believe the “Complexifiers”

In my first attempt to hire my own financial advisor in my late 20s, I turned to Morgan Stanley in San Francisco. I interviewed two people.  One had a slide show presentation and overflowing binders of charts and graphs showing me how they informed his decisions, his track record, how this and that outperformed that and the other. I had little idea as to what he was talking about but I figured he must have known his stuff because he could prove it on an XY axis. The second person, a woman, looked at me straight in the eye and said “This is not all that complicated.” I was shocked. How could it not be complicated? I didn’t understand it. … Continue reading Don’t Believe the “Complexifiers”

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