Tag Archives: strategy

Three Ways Funders Can Change Systems And Drive Impact

“We can’t just put a Band-Aid on this. We need to change the system!” How many times have you heard that statement? It’s true. Most of the issues funders address will ultimately benefit greatly by systems change. But how do funders play a role in that change? I define systems change as altering entrenched policies and practices in society. Generally, there are three approaches that funders use to engage in systems change work. I think of them as using lenses, frameworks and movements. 1. Using a systems change lens to drive philanthropic mission at individual foundations As donors and foundations learn and grow, and come to understand why systems change work is important – even critical – for achieving their … Continue reading Three Ways Funders Can Change Systems And Drive Impact

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6 Ways to Advocate for Policy Change

Are you missing a key chance to change policy? Most foundations know that they can’t lobby directly for a piece of legislation that is being considered by a lawmaking body. But before the legislative process around a new piece of public policy ever begins, foundations can be key players in shaping the landscape for that policy and building knowledge and momentum. On the other side of the legislative process, after a policy passes through legislation and becomes law, some of the harder and longer-term advocacy work begins as new policies are implemented. Here are six ways funders can support policy advocacy before and after the legislative process: 1) Establish a Vision. Foundations can use their convening power to bring together the … Continue reading 6 Ways to Advocate for Policy Change

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3 Potential Levels of Change to Determine Your Funding Focus

What will you fund, and what will you not fund? It seems like a simple question on the surface, but any funder knows how quickly one can be overwhelmed by the complexity. Depending on your mission and capacity, your focus could include broad program areas such as health or education. Or, it might be concentrated in specific areas like increasing access to high-quality early childhood education. In general, there are three potential levels of change that I encourage my clients to explore to determine where they can effect change, based on their capacity: People Organization Fields For the sake of example, let’s assume your interest is in substance abuse treatment. Your funding focus could take one or more of the … Continue reading 3 Potential Levels of Change to Determine Your Funding Focus

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Are You In End-of-Year Panic?

3 things you can do to calm yourself down and meet your goals There are about 75 working days left until the end of the year, depending on how many holidays you celebrate. Even fewer if, like me, you take the last half of December off. The great news is that there is still plenty of time to meet your year-end goals! If you find yourself hyperventilating — or if you are understandably distracted by the many natural disasters and local and global crises we are experiencing across the globe — take some deep breaths and repeat after me: “I can do this.” Here’s what to do: 1. Identify the ONE thing you must accomplish before the end of the … Continue reading Are You In End-of-Year Panic?

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Can You Improve Just a Smidgen?

Hint: The answer is yes. By now you probably know two things about me: I travel frequently, and I’m addicted to good coffee – especially first thing in the morning. So you can understand my delight to find a high-quality coffee service right on my hotel floor this morning! This was no in-room filter pack situation. To me, that’s like offering stale saltines to an artisan baker. I pass that up unless I’m completely desperate. But I also am reluctant to make myself presentable first thing upon waking just to go down multiple floors to a hotel lobby or a Starbuck’s to get the good stuff. On most trips, I actually bring a single-cup coffee maker with me on my … Continue reading Can You Improve Just a Smidgen?

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Five Ways To Position Your New Foundation For Success

You’re about to start on a new philanthropic adventure with a brand-new foundation. Perhaps it’s a family foundation that you’ve just created. Perhaps you’re taking the reins of a new corporate philanthropy. Or maybe you’re part of an exciting transition of assets from the sale of a public hospital into a new foundation. Whatever the circumstances, there are five key questions you can ask yourself now that will set your foundation on a successful course. 1. Is a foundation the best charitable-giving vehicle for us? Individuals who have created great wealth often want to establish foundations as a way to extend the family legacy into philanthropic endeavors. It is natural to want one’s name to live on and be honored with … Continue reading Five Ways To Position Your New Foundation For Success

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6 Steps To Stave Off The Post-Summer Panic Before It Starts

Spring is definitely in the air! In between client engagements, I’m getting busy with finalizing summer plans – projects around the house, family vacations, camps for the kids – and I know that many of my clients and colleagues are busy doing the same. If this year is like many others before it, we’ll dive into hectic summer schedules and breathe a sigh of relief in September as we wave our children back to school. Then we’ll take a good hard look at the work we’ve yet to accomplish and feel a surging sense of post-summer panic. We all do it. That’s why I usually get a rash of calls in September about projects that must either expend budgets or … Continue reading 6 Steps To Stave Off The Post-Summer Panic Before It Starts

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The Best Practices You Never Knew You Had

We often look to external sources for best practices, hoping that others have figured out the ideal way to accomplish something and we can simply duplicate it. But when is the last time you searched inside your organization for internal best practices? If the answer is rarely or never, read on! With a little time and intention, you can make dramatic improvements in your operations and grantmaking. Let me give you an easy example. Swimming is a regular part of my week day exercise routine. My pool is lucky to have a wonderful lifeguard named John. Whenever the lanes are full, John helps new swimmers identify a lane and asks the lane’s occupant it he or she would mind sharing. John’s friendly manner always solicits … Continue reading The Best Practices You Never Knew You Had

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5 Ways to Prepare for the Unexpected

Unexpected events are a part of philanthropy, in much the same way surprise snows can be a part of spring. Depending on where you are and what you’re doing (and whether or not school is cancelled), that snow can be a blessing or a curse. For funders, unexpected events run the gamut from creating inconvenience to rocking entire worlds. Key staff may leave your team at a critical time. External forces (such as presidential elections, say) can make dramatic shifts in the environment in which your focus your giving. Or, as was the case with one foundation I’ve worked with, government leaders who were valuable partners for your initiative may end up in jail for corruption (completely unrelated to your … Continue reading 5 Ways to Prepare for the Unexpected

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Who’s In The Room? Who Should Be?

Bringing people together is one of the key roles of philanthropy. Foundations are especially suited to convene those with similar interests and shared goals, as well as those with differing viewpoints who need to find common ground. And within foundations themselves – especially those with larger staffs – bringing diverse and inclusive teams together to explore a new initiative, create a strategic plan, check in on progress, or reflect on evaluation results can help spur new ideas and more effective actions. As I’ve worked with dozens of foundation staffs and boards, the notion of inclusion seems to be alive and well. In fact, in some cases, the internal and external gatherings hosted by foundations can be almost too inclusive. To be … Continue reading Who’s In The Room? Who Should Be?

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