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Watch Everyone Deserves a Fair Slice video and be prepared to discuss.

Reflect on how your foundation is addressing issues around diversity, equity and inclusion. Why is this important, especially within the communities you serve?

Ask your colleagues about their challenges when it comes to managing the power dynamic with grantees and partners. Has this changed in the last several years? If so, how?

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Read the excerpt on SMIRF from Philanthropy as the South's Passing Gear (pages 19 - 23)

Review the SMIRF Case Studies

Talk with your colleagues on staff or on the board and bring examples of how your foundation has maximized giving beyond grants, i.e. examples of capacity building, collaborations or convenings, MRIs, PRIs, or other capital leverage.

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Blue - Program Resources
Yellow - Pre-Work
White - Additional Resources

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Review Philanthropy Southeast's Equity Framework

Review pages 7 - 18 of Philanthropy as the South's Passing Gear.

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Complete the personal goals and objectives matrix on your personal mission and vision.

Identify your top three – five goals for the next three years.

Develop key strategies needed to achieve your vision.

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Review the following documents from your foundation:

Bylaws

Recent Annual Reports

Mission, Vision, Value Statements

Policy Statements (i.e. conflict of interest, whistle blower, self-dealing, etc.)

Review Legal Case Studies

Review Ethical Case Studies

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PPT file will download automatically.

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Familiarize yourself with the various types of technologies and grants software your foundation uses for applications, evaluation, etc.

Ask your co-workers where they find the greatest and least efficiencies in their work

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1. Given the data on the Southeast region, are there similar challenges or opportunities
you see in your local community? Are there challenges or circumstances that may be
more unique to your community?

2. What do you see as a top priority for philanthropy in the South right now? What issues
do you expect to be priorities in the near future?

3. In what ways do you see Southern philanthropy evolving to better meet the needs of
our region? Where could philanthropy do more?

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(1) How do values show up (or not) in your practices?
(2) What do grantees and grantseekers think of your practices?
(3) Do your practices remove (or reinforce) barriers?

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Discuss grantee communications.

1. How do you communicate with grantees throughout the grant cycle?

2. How do you communicate funding decisions?

3. What communication channels do you use (grant portal, website, social media)?

Discuss how funding decisions are made and the role of boards and staff.

1. How do you identify grantees and develop understanding of community needs?

2. How do staff work with the board to connect with grantees and make decisions?

3. What perspectives shape your work? Are any perspectives missing?

4. Do you offer support beyond the check?

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Pre Work Resources and Links are available under the corresponding Module.

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Trust-Based Philanthropy (trustbasedphilanthropy.org)

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The trust-based philanthropy movement is fundamentally reimagining the role funders can have in building a more just and equitable society.

This movement is creating a sector in which there is mutual accountability between funders and nonprofits, and wherein philanthropic systems and structures reflect the needs and dreams of communities. To get there, funders are working to change the power dynamics and structural barriers that too often get in the way of nonprofits achieving their intended impact. Ultimately, we believe philanthropy will be more strategic, rewarding, and impactful if funders approach their relationships with grantee partners from a place of trust and collaboration rather than compliance and control. This is long-term, systemic, culture change work rooted in a set of values and six interrelated practices that help advance equity, shift power, and build mutually accountable relationships.

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This movement is creating a sector in which there is mutual accountability between funders and nonprofits, and wherein philanthropic systems and structures reflect the needs and dreams of communities. To get there, funders are working to change the power dynamics and structural barriers that too often get in the way of nonprofits achieving their intended impact.

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Philanthropy as the South's Passing Gear

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Philanthropy as the South's Passing Gear

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The Southeastern Council of Foundations (SECF) is a membership association of more than 360 grantmakers working together to strengthen, promote and increase philanthropy in 11 Southeastern states (Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina,…

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As the South Grows: On Fertile Soil - National Committee For Responsive Philanthropy (ncrp.org)

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National Committee For Responsive Philanthropy

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On Fertile Soil

As the South Grows: On Fertile Soil

FULL REPORT PDF EXECUTIVE SUMMARY PDF

From her desk at the Selma Center for Nonviolence, Truth & Reconciliation, Executive Director Ainka Jackson can see the Edmund Pettus Bridge stretched across the Alabama River. The bridge carries Highway 80 from Selma upstream to Montgomery across farms so fertile that King Cotton and stolen labor once made Selma the wealthiest city in Alabama. Now, it is among the poorest. In 1965, the bridge was the site of widely broadcasted and morally electrifying moments in the Civil Rights Movement, making it a lasting symbol of the power of nonviolent resistance to oppression. Now Selma suffers from one of the highest crime rates in the country for a city its size.

The Selma Center for Nonviolence, Truth & Reconciliation is going to change that. Its leaders are heirs of the legacy Civil Rights Movement leaders left in Selma. The center trains community organizers, develops young leaders and hosts community conversations about Selma's path toward what Dr. Martin Luther King Jr. called "the beloved community."

How can Selma build economic prosperity that is shared by all and not by just a few? How can the rural Black Belt build enough collective power to pursue its own destiny, instead of being dictated to by corporations and political machines hundreds of miles away? These are the questions Jackson, the Center and leaders across the South are trying to answer together.

Photo by Wendy Ettinger, 2016. Used with permission.

Acknowledgements & Interviewees

Advisory Committee and Black Belt + Delta Interview and Focus Group Participants

READ MORE

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As the South Grows: On Fertile Soil - National Committee For Responsive Philanthropy

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From her desk at the Selma Center for Nonviolence, Truth & Reconciliation, Executive Director Ainka Jackson can see the Edmund Pettus Bridge stretched across the Alabama River. The bridge carries Highway 80 from Selma upstream to Montgomery across farms so fertile that King Cotton and stolen labor once made Selma the wealthiest city in Alabama.

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•Share your mission and vision statement.

•Share your primary goals to meet that vision.

•Discuss your values statement. Does that impact your goals?

•What do you believe is necessary to meet the three-year timeline?

•How do you overcome the barriers that might impact your ability to meet these goals?

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Review your website and/or internal documentation to understand how your foundation solicits, reviews, and makes decisions about proposals. This could include any of the following:

Internal check lists/requirements for grants completion

Grant Application/Letter of Inquiry/RFP formats, guidelines and timelines

Criteria sheets

Foundation priorities, program areas, focus areas, etc.

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What type of due diligence and financial oversight do you currently use in application and materials review?

How does your foundation solicit proposals? Is the process reactive or proactive?

Do you have a checklist for what criteria you receive?

What is the proposal review process?

Who has authority to reject proposals?

What role does Diversity, Equity, & Inclusion play in your proposal solicitation and acceptance?

How do you conduct evaluations of grantees after the gift is made?

Does your foundation consider multi-year grants?

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Moral Temptations - Right vs. Wrong

1 A grant applicant emails you to say if funded, they have a surprise for you.  You pay little attention to the email and the foundation approves the grant.  3 months later, you get a personalized cutting board with your name on it with a note that says “Thank you for the grant.  We didn’t need all of it for programming, so we bought this gift for you.”  Do you:

Not say or do anything and keep the gift

Send the gift back

It depends

2 Your foundation’s annual meeting is in NY.  Your spouse is going with you and you plan to stay over for the weekend.  How much of the trip can be billed to the foundation?

All expenses, including plane tickets, hotel and meals for both you and your spouse

Just your plane ticket and hotel room

No expenses can be billed to the foundation

It depends

3 A grantee sends you free tickets to her organization’s annual charity event that is an art show.  Can you keep them and go?

Yes

No

It depends

Ethical Dilemmas - Right vs. Right Examples

A Truth vs. Loyalty.   You are a grants officer and have presented Nonprofit A to your Foundation’s board for approval.  Early feedback is that everyone likes Nonprofit A, particularly because of the leadership there. The Executive Director of Nonprofit A happens to be a good friend of yours, and she discloses to you the night before your Foundation board meeting that she is going to be leaving the organization in a month, but makes you promise not to tell anyone. What do you do?

Don’t say anything and trust the Nonprofit A board to select a good successor

Disclose this revelation to the Foundation board before they make their final grant decision

B Individual vs. Community.  You have $50k left in your grant budget and you have to choose between two grant applications.  Your focus is on education and Nonprofit A has a wonderful after school program for a select group of 5 disadvantaged but high performing students.  Nonprofit B will use the $50k to invest in needed teacher training ($1m budget) for the school system at large.  What do you choose?

Fully fund the impactful after school program

Support the school system to provide broader support to the entire community.

C Short-term vs. long-term.  A safety net hospital in your city is in significant trouble and will have to shut down if it doesn’t receive 1 million within a couple of days.  Your foundation has 500k to allocate this year (5% of your corpus).  Your foundation is focused on supporting healthcare for all.  Do you:

Deny the application until more donors or better management can come in to support the hospital

Dig into your corpus and increase your grant to $1 million to keep the doors open today.

D Justice vs. Mercy.  You have a very strict grant application deadline on October 1st.  A nonprofit that submitted the best grant application, and also needs the money the most, sent it in on October 3rd.  Do you:

Reject the application because rules are rules

Show mercy this one time, despite having rejected previously tardy applications

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The worksheet tab is fillable and includes formulas.

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The worksheet tab is fillable and includes formulas.

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The 2022 DAPP Survey & Report - Change Philanthropy

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The 2022 DAPP Survey & Report

CHANGE Philanthropy is Proud to Release the

2022 Diversity Among Philanthropic Professionals Report!

We're excited to present this third edition of the Diversity Among Philanthropic Professionals (DAPP) Report! Based on anonymous self-reporting from individuals, the DAPP provides grantmakers with a snapshot of the 2022 philanthropic workforce and helps participating foundations accurately assess the culture and climate of their institutions.
Read the Report The DAPP 2022 Infographics

View an Accessible Infographic

At a glance, the findings of the 2022 DAPP are very similar to the findings from the 2020 DAPP. There are, however, some notable differences:

The 2022 DAPP saw an increase in:

"Decline to state" and "multiple identities" responses across identity factors, but most compellingly in sexual orientation and disability status.

"Different identities" responses across several identity factors, but most compellingly in sexual orientation.

Respondents writing in "queer" as their sexual orientation.

The percentage of respondents with disabilities, which nearly doubled over 2020 findings-, from 12.6 percent in 2020 to 34.2 percent in 2022.

For the first time, the 2022 DAPP also features quotes from survey respondents that add context to their responses.

We hope you enjoy exploring the report and recommendations!

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The 2022 DAPP Survey & Report - Change Philanthropy

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We're excited to present this third edition of the Diversity Among Philanthropic Professionals (DAPP) Report! Based on anonymous self-reporting from

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1.How do you think the foundation used its SMIRF capital?

•Social: relationships, cooperation, collaboration

•Moral: shared norms and values

•Intellectual: institutional knowledge, personal knowledge, skills

•Reputational: trust, brand, experience

•Financial: grants, direct services, investments

2.What were the potential risks?

3.What were the potential rewards?

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Philanthropy as the South's Passing Gear

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Philanthropy as the South's Passing Gear

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Hull Fellows Program (philanthropysoutheast.org)

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The Southeastern Council of Foundations (SECF) is a membership association of more than 360 grantmakers working together to strengthen, promote and increase philanthropy in 11 Southeastern states (Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee and Virginia).

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Module 4: Trusting Relationships - Scenario 2

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Module 4: Trusting Relationships - Scenario 2

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Due to a trustee connection, you are asked/required to make a grant to an organization whose work does not align with the foundation’s funding priorities.  You are frustrated at being put in this position; under other circumstances this organization would not be funded.  The organization has not demonstrated the capacity or willingness to follow the most basic application guidelines.  They turned in an incomplete application.  During the due diligence process, the organization’s staff member essentially told you they knew the grant was a done deal because of their connection and they had no intention of providing data during or after the grant period.  You have high standards and want to make the best of the situation.  What do you do?

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Philanthropy Southeast is the premier philanthropic network for courageous leaders, ideas and resources focused on the American South and U.S. Caribbean territories. We connect our members to experts, innovations and best practices in philanthropy while promoting peer-to-peer learning and leadership development.

By coming together, we spark transformative work that achieves lasting impact, advances equity, and builds a brighter future for the South, its communities and all its people.

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The Southeastern Council of Foundations (SECF) is a membership association of more than 360 grantmakers working together to strengthen, promote and increase philanthropy in 11 Southeastern states (Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee and Virginia).

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The Due Diligence Tool (Grantmakers for Effective Organizations)

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The Due Diligence Tool (Grantmakers for Effective Organizations)

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for use in pre-grant assessment

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Thriving indigineous communities are threatened with the arrival of European settlers. By 1619, enslaved Africans are brought to the Southern colonies, leaving a dark legacy that manifests for generations to come.

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Southern Trends Report | Created by Candid

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Interactive dashboard of Southeast region institutional philanthropic information and its composite states.

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PEAK Grantmaking

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Our community of 7,000 philanthropy professionals and 550 member organizations leads the way in advancing equitable, effective grantmaking practices.

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Get the Equity Footprint Framework The Equity Footprint framework report includes: Background and principles that led to the development of the framework Description of each of the seven organizational domains Guiding questions in each domain to help leaders begin to assess their foundation’s footprint Resources, list of tools, and institutions…

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Can you make a case for why your foundation needs to expand its equity impact?  Do you see yourself reflected in the seven domains?  How can you use this framework within your own organization?

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CECP - Chief Executives for Corporate Purpose

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CECP's 2023 Giving in Number™ Survey is now open-please contact insights@cecp.co if you would like to participate.Download Giving in Numbers: 2022 Edition to learn about key trends in corporate social investment. See the 2022 infographic here.Login to MyCECP's Data Center to see key findings.

CECP's CEO Daryl Brewster, other CECP staff, members of CECP's Board of Directors, and other industry thought leaders provide timely insight into trends and developments on the role of business in society.

CECP's Board of Boards, noted in Forbes as one of the top three "power player" CEO convenings, is a unique opportunity for corporate leaders to share insights and best practices and to help advance the business case for corporate community investment. By coming together for this event, global CEOs demonstrate their commitment to CECP's mission - to create a better world through business. The event is closed-door,for CEOs ONLY. SAVE THE DATE: 2023 Board of Boards, November 13 in NYC.

CECP hosts a variety of events that bring together global leaders in corporate social strategy, to foster dialogue to create a better world through business. CECP has a full calendar of events; register today!

Registration for the 2023 Summit May 23-25th in Boston, MA is now open! Check out photos from the 2022 CECP Summit, and log into MyCECP to watch, listen, and learn from our recorded mainstage and breakout sessions.

CECP has launched its 2022-2023 CECP Accelerators. Engage with peers, gain insights, and deepen your knowledge. Final topics and dates are as follows: Amp Up Your Storytelling (Jan-Feb 2023); Create Your C-Suite ESG Champions (Apr-May 2023); and Ignite Your Employee Resource Groups (June 2023). Email Meka Moskowitz for more details and to register!

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CECP - Chief Executives for Corporate Purpose

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CECP's 2023 Giving in Number™ Survey is now open-please contact insights@cecp.co if you would like to participate.Download Giving in Numbers: 2022 Edition to learn about key trends in corporate social investment. See the 2022 infographic here.Login to MyCECP's Data Center to see key findings.

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Assessing Financial Health Virtual Training Series - PEAK Grantmaking

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The Assessing Grantee Financial Health Virtual Training Series is a learning opportunity where participants will develop their abilities in utilizing financial review processes to foster more collaborative and equitable funder-nonprofit relationships.

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Module 4 : Trusting Relationships - Scenario 1

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Module 4 : Trusting Relationships - Scenario 1

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You received a funding request from a new organization that has bootstrapped its actions to-date.  The organization’s work aligns with your foundation’s stated funding priorities, but the funding request seems outsized relative to the organization’s size and track record.  In addition, the funding request was hand-written and hand-delivered; the grantee did not take advantage of your online grant application.  The grant proposal is intriguing to you, but you have 100 requests to review and you are bothered that the organization did not complete their application using the foundation’s online portal.  You have to decide whether to decline the grant during the staff review process or take the request forward to your board’s grants committee.  What will you do?

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Otter.ai - AI Meeting Note Taker & Real-time AI Transcription

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Otter.ai uses an AI Meeting Assistant to transcribe meetings in real time, record audio, capture slides, extract action items, and generate an AI meeting summary.

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Going Beyond Innovating: Reimagining the Program Officer Role

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Going Beyond Innovating: Reimagining the Program Officer Role

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Going Beyond Innovating: Reimagining the Program Officer Role | The Center for Effective Philanthropy

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If the confines of our roles as program officers don’t allow us to listen well, they need to change.

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The Toolbox Book (Jacob Harold - Author, Keynote Speaker, & Urban Institute Center on Nonprofits and Philanthropy Non-Resident Fellow)

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Jacob Harold is a social change strategist, author, and executive. His story parallels the intellectual arc of The Toolbox: he's traveled from farm to monastery to jail to laboratory to boardroom, all in search of the best ways to do good.

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Foundation Desk Reference (philanthropysoutheast.org)

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The laws and regulations governing private foundations can seem intimidating at first, but not if you have Philanthropy Southeast's Foundation Desk Reference at your disposal. This comprehensive compendium is essential for newcomers and veterans alike, packed with information that will help you make key decisions and avoid problems down the road.

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The Southeastern Council of Foundations (SECF) is a membership association of more than 360 grantmakers working together to strengthen, promote and increase philanthropy in 11 Southeastern states (Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee and Virginia).

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PRI Example

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By: Thelma Johnson, CEO of Albany Community Together! (ACT) & Christine Reeves Strigaro, Executive Director of The Sapelo Foundation
Albany Community Together! (ACT!) is a Community Financial Development Institution (CDFI) that is based in Albany, Georgia. It provides capital, coaching, and connections to support small businesses in southwest Georgia. Its combination of loans and vital technical assistance help those small businesses survive and thrive, especially when earlier in 2020 Albany, Georgia had the fourth highest rate of COVID-19 cases globally.

The Sapelo Foundation is a private, family foundation that is based in Savannah, Georgia and works statewide. It utilizes 100% of its capital - including grants, mission investments, convening space, thought leadership, and advocacy - to advance its mission: "We strive for a just Georgia, through partnerships and solutions that increase environmental protection, social prosperity, and civic power." In 2020, The Sapelo Foundation recently launched its new strategic plan, new grantmaking process, new , and new mission investing journey.

When you're a hammer, you think everything is a nail. So, when a foundation identifies itself as only a grantmaking partner, it may try to solve problems and catalyze opportunities with only grants - an important, but single tool that has limitations. For instance, quantitatively, grants only comprise about 5% of all of a private foundation's financial capital. So, when a foundation also identifies as a mission investing partner, suddenly it has many more tools available (such as PRIs), and it can unlock and leverage the remaining 95% of its assets to align with its mission. When 19 times more financial capital is available, more good work happens. Just as The Sapelo Foundation would not want a grantee partner to only use 5% of its capital towards its mission, The Sapelo Foundation does not want to only use 5% of its financial capital.

Partnership History: In May 2018, The Sapelo Foundation awarded a collaborative grant to both ACT! and its sister CDFI, Access to Capital for Entrepreneurs (ACE). Then, in October 2019, staff and trustees visited ACT! in Albany for an illuminating site visit. In September 2020, The Sapelo Foundation awarded ACT! with its first Program Related Investment (PRI), in the form of a loan for $100,000, at 0% interest, for a duration of three years. A PRI can sometimes be thought of as a recyclable grant, but it can come from the 95% (endowment), not only the 5% (grants). One goal of this first-ever PRI for The Sapelo Foundation was to support ACT! and its extraordinary work, vision, leadership, expertise, and partnership with entrepreneurs in greater Albany. Another goal was to complement its grantmaking work in Albany with a PRI. To learn more, please read this press release .

Q&A: The following is a Q&A with The Sapelo Foundation's Executive Director, Christine Reeves Strigaro (a mission investing partner) and ACT!'s CEO, Thelma Johnson (a mission investee partner).

Christine (The Sapelo Foundation): In less than three months, how did ACT! leverage the first $1 million from the PRI that you received in September 2020?

Thelma (ACT!): The PRI was the beginning of a very successful 2020 fund development plan. As we applied for grants, we had to identify existing foundation relationships and any pending applications. We found that one of the most attractive elements of our proposal, was our diverse funding. We had relationships with foundations, specifically The Sapelo Foundation's PRI. The confidence that The Sapelo Foundation had in us directly attracted other funders to learn more about and invest in our work. With the success of the PRI, we no longer dreaded the other funders' worksheets that were required with almost every proposal. Full speed ahead, we applied for the Wells Fargo Open for Business Fund. We were able to leverage our PRI to attract additional funding in the amount of $1 million to assist 30 businesses with immediate recovery and provide credit enhancements to move towards recovery and relaunch.

Christine (The Sapelo Foundation): You have talked with The Sapelo Foundation about a "domino effect." What do you mean by that?

Thelma (ACT!): Since the Sapelo PRI, we have had the domino effect of attracting investments. We believe that the PRI showed a diverse balance sheet that has allowed us to leverage our existing relationships to grow our capital for loans and capacity support. We are very grateful and thankful for the risk Sapelo took to show that ACT! has a sound balance sheet that warrants supporting our mission.

Specifically, since receiving the PRI from Sapelo and the Wells Fargo Open for Business Fund, we have been approved by Opportunity Finance Network through its Grow with Google Initiative for a 10-year, $1 million loan and a $150,000 grant to support operations. ACT! has been able to attract over $2.1 million dollars this year and since June 2020. We were also invited to apply for another PRI from The Nathan Cummings Foundation for $250k; however, the board decided to hold off after the Wells Fargo announcement.

Christine (The Sapelo Foundation): Can you share more context about what happened before the PRI, and how you are thinking about 2020 and 2021?

Thelma (ACT!): As we look back over 2020, we are forever reminded of the tremendous losses. Despite the pain and agony 2020 has brought, ACT! is positioned to make meaningful impact in our market. As for 2021, we plan to implement our strategic plan goals of increasing our staff capacity and scaling our loan portfolio.

Christine (The Sapelo Foundation): Are there any closing thoughts that you would like to share?

Thelma (ACT!): Without strong and successful fund development, fundraising, and grant writing strategies, nonprofits face the difficult task of attracting investments to achieve true mission-driven work. We, in the nonprofit world, understand that there are no programs without people. If we are not able to cover operating expenses from program income, we must subsidize it with our fund development strategies. ACT! has been in that pivotal point of operating soundly, but never being successful in attracting significant investment to move the organization forward. ACT! has been successful in receiving government grants, and in developing partnerships with local governments, but the ever-elusive private foundations were not knocking at our door.

The PRI from Sapelo has helped change that conversation.

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A Mission Investing Partnership: A Nonprofit Leveraged 1 Foundation's $100k Loan Into Over $2.3 Million In Only 3 Months

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By: Thelma Johnson, CEO of Albany Community Together! (ACT) & Christine Reeves Strigaro, Executive Director of The Sapelo Foundation Albany Community Together! (ACT!) is a Community Financial Development Institution (CDFI) that is based in Albany, Georgia. It provides capital, coaching, and connections to support small businesses in southwest Georgia.

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Overview

Ambassador James A. Joseph is professor emeritus of the practice of public policy at the Sanford School of Public Policy at Duke University. He is also leader in residence for the Hart Leadership Program and founder of the United States – Southern Africa Center for Leadership and Public Values at Duke and the University of Cape Town.

He has served in senior executive or advisory positions for four U.S. Presidents, including appointments by President Jimmy Carter as Under Secretary of the Interior and President William Clinton as U.S. Ambassador to South Africa. In 1999, the Republic of South Africa awarded Ambassador Joseph the Order of Good Hope, the highest honor bestowed on a citizen of another country. In 2008, he was inducted into the Louisiana Political Hall of Fame and in 2010 he was honored by the United States Peace Corps for his life- long contributions to voluntarism and civil society. The founding chair of the Commission on National and Community Service that established AmeriCorps, he serves presently as Chair of the Board of Directors of the Foundation for Louisiana (formerly the Louisiana Disaster Recovery Foundation), and as a member of the board of directors of the Heron Foundation in New York City.

Ambassador Joseph has had a distinguished career in business, education and civil society. From 1982-1995, he was President and Chief Executive Officer of the Council on Foundations, an international organization of more than 2000 foundations and corporate giving programs. He served as a Vice President of Cummins Engine Company, the world’s largest producer of heavy duty diesel engines, and President of the Cummins Foundation from 1971-1977.

An ordained minister, he has taught at Yale Divinity School and the Claremont Colleges where he was also University Chaplain. In 1985, he was a Distinguished Visitor at Nuffield College at Oxford University and serves presently as an Honorary Professor and a member of the Board of Advisors of the Graduate School of Business at the University of Cape Town. After graduating from Southern University and Yale, Ambassador Joseph began his career at Stillman College in Tuscaloosa, Alabama in 1963, where he was also founding co-chair of the local civil rights movement.

A frequent speaker to academic, civic and religious audiences, he is the author of three books, "The Charitable Impulse," "Remaking America" and "Leadership as a Way of Being." A fourth book on "Private Virtue and the Search for Public Values" will be published by the Duke University Press in 2013.

He is the recipient of nineteen honorary degrees and his undergraduate alma mater, Southern University, has named an endowed chair in his honor. The Board of Directors of the Council on Foundations appointed him President Emeritus and the Association of Black Foundation Executives established the James A. Joseph Lecture on Philanthropy. He is also chairman emeritus of the NHP Foundation.

In 1979, Joseph was named by "Ebony" magazine as “One of the 100 Most Influential Black Americans” and later by Fortune magazine as one of “America’s Best Nonprofit Managers.” He has served on the Board of Directors of the Brookings Institution, the National Endowment for Democracy, the Colonial Williamsburg Foundation, the Children’s Defense Fund and City Year South Africa. He serves presently as a member of the board of directors and chairman emeritus of MDC, the successor to the North Carolina Fund now serving low wealth communities throughout the South, and as a member of the Board of Advisors of the Bloomberg School of Public Health at Johns Hopkins University and the Andrew Young Policy Center at Morehouse College. A director of the Management and Training Corporation, he is also a member of the Council on Foreign Relations and the National Academy for Public Administration.

Ambassador Joseph is married to the former Mary Braxton, an Emmy Award winning television journalist. He has two children and two grand children.

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Read: Rigorous Evaluation Versus Trust-Based Learning: Is This a Valid Dichotomy?

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Read: Rigorous Evaluation Versus Trust-Based Learning: Is This a Valid Dichotomy?

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Bolder Advocacy promotes active engagement in the policy making process by giving nonprofits and foundations the confidence to speak out courageously and protecting their right to do so. Bolder Advocacy provides nonprofits with the knowledge they need to become confident advocates. Our staff attorne…

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My Organization Nixed Trust-Based Philanthropy. Here’s What We Discovered. --- Without accountability, the author found, trust-based philanthropy is little more than a feel-good exercise.

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Leading with Courage (Welcome letter written by our beloved former President and CEO, Janine Lee.)

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Leading with Courage (Welcome letter written by our beloved former President and CEO, Janine Lee.)

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Philanthropy Southeast Trends Report (Welcome letter written by our beloved former President and CEO, Janine Lee.)

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To complement the learnings from the Racial Equity Organizational Self-Assessments, the Forum commissioned Community Centered Evaluation and Research (CCER) to uplift and share PSO members' racial equity learning journeys through the development of in-depth case stories. The PSO member organizations that participated in the 2023 case stories are Hispanics in Philanthropy, Northern California Grantmakers, PEAK Grantmaking, and Wisconsin Philanthropy Network.

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Career Essentials in Generative AI by Microsoft and LinkedIn Learning Path | LinkedIn Learning, formerly Lynda.com

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Discover the skills needed to apply generative AI in your career. Learn the core concepts of artificial intelligence and generative AI functionality.

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Artificial Intelligence (AI) Resources for Philanthropy

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Peer approved AI resources containing valuable insights into the most pressing questions and needs of the philanthropic community relating to AI.

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https://fundforsharedinsight.org/listen4good/ https://listen4good.org/

Sharing this resource discussed in our breakout session.

Listen4Good is an independent capacity-building program launched by Fund for Shared Insight that trains organizations to listen and respond to their clients through an equity-informed feedback program.

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Listen more deeply to clients. Transform your work. - Listen4Good

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Listen4Good is a capacity-building program designed to lead positive change by promoting high-quality listening and feedback in service of equity.

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History of US Philanthropy Timeline | Learning to Give

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This all-new History of US Philanthropy Timeline features stories of diverse individuals and organizations who have used their time, voice, connections and resources to make an impact on the world. Young people, who are capable changemakers, can examine this history to question and explore the ways philanthropy has created lasting change and changed itself. By sharing stories

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monday.com Work OS is an open platform where anyone can create the tools they need to run every aspect of their work.

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Modern Project & Work Management Platform | Smartsheet

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Smartsheet enables teams to manage projects, automate processes & scale programs in one powerful platform. Maintain visibility & keep distributed teams connected.

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The next-generation app platform | Airtable

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The next-generation app platform | Airtable

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Airtable is a low‒code platform to build next‒gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

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Module 1 - Philanthropy and the Southern Landscape

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Web survey powered by SurveyMonkey.com. Create your own online survey now with SurveyMonkey's expert certified FREE templates.

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Module 2 - Navigating Legal and Ethical Issues

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Web survey powered by SurveyMonkey.com. Create your own online survey now with SurveyMonkey's expert certified FREE templates.

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The Foundation Desk Reference covers. The Foundation Desk Reference is only $25.00 for Philanthropy Southeast members or $50.00 for non-members. Foundation Desk Reference : Philanthropy Southeast

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Thriving indigineous communities are threatened with the arrival of European settlers. By 1619, enslaved Africans are brought to the Southern colonies, leaving a dark legacy that manifests for generations to come.

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Southern Trends Report | Created by Candid

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Interactive dashboard of Southeast region institutional philanthropic information and its composite states.

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Southern Trends Report | Created by Candid

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As SECF celebrates its 50 year anniversary, this timeline highlights milestones in our work while also lifting up the rich historical, political, and social context that defines so much of what makes the South unique.

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Philanthropy Southeast is the premier philanthropic network for courageous leaders, ideas and resources focused on the American South and U.S. Caribbean territories. We connect our members to experts, innovations and best practices in philanthropy while promoting peer-to-peer learning and leadership development. By coming together, we spark transformative work that achieves lasting impact, advances equity, and builds a brighter future for the South, its communities and all its people.

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Verifying you are human. This may take a few seconds.

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Facilitator's Notes - Legal Case Studies

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Facilitator's Notes - Legal Case Studies

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Leading with Courage (Welcome letter written by our beloved former President and CEO, Janine Lee.)

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Leading with Courage (Welcome letter written by our beloved former President and CEO, Janine Lee.)

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Philanthropy Southeast Trends Report (Welcome letter written by our beloved former President and CEO, Janine Lee.)

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Grant Guardian supports grantmakers in their already established practices of incorporating a review of a nonprofit's financial position into a broader funding decision. Below are several financial indicators that grantmakers may choose to use within Grant Guardian, along with how they are calculated and why they are relevant to analyses of nonprofits' financial position:

Current Ratio

Measures an organization's ability to meet short-term obligations such as payroll, debt obligations, and other expenses when they become due.

Formula:  Current Assets ÷ Current Liabilities

Source:  Statement of Financial Position

Cash Reserve Ratio

Assesses how many months of liquid, unrestricted funds the organization has on hand to manage fluctuations in cash flow or respond to unplanned opportunities or crises without accessing lines of credit.

Formula: (Unrestricted Cash + Liquid Investments) ÷ Average Monthly Expenses

Source: Statement of Financial Position (for assets) and Statement of Activity (for expenses)

Donor-restricted Net Assets to Total Net Assets Ratio

Indicates the proportion of net assets that are donor-restricted versus available for flexible use at the nonprofit's discretion.

Formula: Donor-Restricted Net Assets ÷ (Total Assets - Total Liabilities)

Source: Statement of Financial Position

All financial ratios and indicators on Grant Guardian are fully customizable, allowing funders to set review thresholds based on the specific characteristics of the nonprofits they support. For example, a funder working primarily with larger, more established organizations may choose to set a Current Ratio review threshold of 1.0 (where anything less than 1.0 is highlighted for review), while a funder focused on early-stage or smaller nonprofits may set the threshold at 0.5 to account for different liquidity norms and less predictable income.

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21st Century Philanthropy Advancing Data and AI for Good

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Module 3 - Nonprofit Finances & Due Diligence

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Web survey powered by SurveyMonkey.com. Create your own online survey now with SurveyMonkey's expert certified FREE templates.

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NCN Chart of Tax Provisions and Impact on the Sector

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NCN Chart of Tax Provisions and Impact on the Sector

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NCN's chart of tax provisions includes the legislative changes and impacts on nonprofits.

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Philanthropy Southeast - Public Policy Webinar: What the Big Bill Means - and What's Next

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Philanthropy Southeast - Public Policy Webinar: What the Big Bill Means - and What's Next

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Register for this program from PSE on September 4.

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Philanthropy Southeast > PROGRAMS > Event Info

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Philanthropy Southeast is the premier philanthropic network for courageous leaders, ideas and resources focused on the American South and U.S. Caribbean territories. We connect our members to experts, innovations and best practices in philanthropy while promoting peer-to-peer learning and leadership development. By coming together, we spark transformative work that achieves lasting impact, advances equity, and builds a brighter future for the South, its communities and all its people.