Philanthropy Forward

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Adriana Rocha
Adriana Rocha
Interim Co-Director
adriana [at] nfg.org
(510) 444-6063, ext. 20
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Philanthropy Forward: Leadership for Change Fellowship

Neighborhood Funders Group and Aspen Institute Forum for Community Solutions are excited to launch the second year of our Leadership for Change Fellowship for CEOs of progressive philanthropic institutions. This second cohort will add to the original 16 cohort members from the first year, an annually growing network of visionary CEO leaders who share a belief in a model of community partnership that centers community knowledge and power building.

Together, Fellows will be strategic thought partners, with a dedicated space to organize together, boldly envisioning and advancing the transformed future of philanthropy. A future that centers and achieves equity and social justice. Philanthropy Forward Fellows will be unlocking the challenges to philanthropy and realizing its fullest role as a collective financial engine for social change.

Ultimately, the intention is to emerge with a collective identity as a financial engine for social change focusing on community centered strategies, centering long term impacts, and advancing justice, equity and power.

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Meet our program leaders.

Sheri Brady
Sheri Brady
Associate Director for Strategic Partnerships
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The Aspen Institute Forum for Community Solutions

Sheri leads work on field building around collective impact, place based investment, community engagement and equity. She has a strong commitment to social and economic justice.

Stephen Patrick
Vice President and Executive Director
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The Aspen Institute Forum for Community Solutions

Steve oversees work at Aspen that includes a focus on building the collective impact field, launching and implementing the Opportunity Youth Incentive Fund, and lifting up successful stories of civic engagement and community change.

Adriana Rocha
Adriana Rocha
Interim Co-Director
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Neighborhood Funders Group

Adriana honed her skills in social justice philanthropy and capacity building while serving as a Program Officer at the New York Foundation and Director of Grants & Capacity Building at the Just Beginnings Collaborative.

Learn about our impact.

“I don’t know if I would still be in philanthropy if it had not been for NFG.”
Marjona Jones, UU Veatch Program
“I don’t know if I would still be in philanthropy if it had not been for NFG.”
Marjona Jones, UU Veatch Program

Marjona Jones joined the Unitarian Universalist Veatch Program at Shelter Rock four years ago after working in the field as an organizer for 14 years. She came to Neighborhood Funders Group (NFG) through an existing relationship between Veatch and NFG: Molly Schultz Hafid, former assistant director at Veatch, also served as an NFG board member and co-chair for the Funders for a Just Economy (FJE) working group. “She was outgoing co-chair when I was hired at Veatch — the relationships she had built through that working group were important to me as well because I also worked around economic equity,” says Marjona. Initially, NFG was a space of learning for Marjona as a newcomer to the sector:

 I joined [FJE’s] program committee, and then was invited to join the coordinating committee. It was an education! It was really about supporting the working group in order to create opportunities for funders to come together, hear about grantees, and think about how to create more space within philanthropy for this. That takes building relationships within philanthropy. That takes creating more breadth for funders to leverage what we have, and more, for our grantees. We’ve got to do that by educating one another within philanthropy.

NFG was also a space of affirmation and sustenance for Marjona, whose organizing background and perspective from the field anchors her work as a grantmaker and informs her relationships with grantees. At NFG, she found a commitment to racial and economic justice that matched her own. She has gone on to become centrally involved in NFG, joining Funders for Justice (FFJ), participating in Project Phoenix, and now serving on NFG’s board. 

An Intersectional Framework

NFG centers people in its work, helping funders understand the meaning of an intersectional analysis and apply it to their grantmaking. Marjona lifts up FJE’s Working at the Intersections program as an example:

Something I really want to share is a report that Working at the Intersections put out [titled Journey Towards Intersectional Grant-making] about best practices for how we want and need to support work at the intersections of identity. “Intersectional” is often just a buzzword, and so we thought it would be good to offer understanding around how that perspective plays out, and how it plays out within philanthropy too.

To me, it was a beautiful convening that we did [with Working at the Intersections]. It really opened up folks to talk about what it is we deal with as women of color within philanthropy. We need to be mindful about how that impacts the field of philanthropy, and how we move our work. There are layers that we have to be very intentional about if we really care about justice liberation and how all those things intersect. If we aren’t mindful of this, we can be really shortsighted then in funding program work because we are so siloed in philanthropy — ‘This week she will show up as a worker, next week she will show up as a woman, the following week as a person of color…’

Because of [Veatch’s’ general support grants], our funding isn’t requiring people to carve up their identities, which I think is a disservice. Requiring people to show up in this way sometimes impacts and distracts from the work.

In speaking about how NFG promotes an intersectional approach in the philanthropic sector, Marjona also highlights her participation in NFG’s Project Phoenix: Connecting Democracy, Economy, and Sustainability, a year-long cohort collective learning program for funders. For Project Phoenix, the term “new economy” means intersectional activities with an intention to support a democracy that works for all, an economy that provides good jobs and promotes local economic prosperity, the growth of ecologically sustainable and non-extractive sectors, and a re-prioritization of the role of capital in society to better serve these goals. Marjona shares how participating in Project Phoenix expanded her understanding about environmental grantmaking:

Project Phoenix really helped me understand my work a great deal, because it was focused on democracy and the environment. It was hard for me as a general support funder to see our role in moving that work because we have an environmental portfolio, but we didn’t have a way of supporting those intersections [of racial and economic justice].

Project Phoenix was helpful for me to understand all the different ways the work that we fund had a place [in the environmental landscape]. It was important for me to understand where we fit in the larger field of philanthropy. And it was also really helpful to understand our current socio-economic moment — capitalism, it extracts not just resources from the ground but it extracts resources from working-class, poor communities; it extracts people, it extracts lives, it extracts health. Prisoners are used as free labor to make goods and then those goods are sold back to us. It extracts our wealth — from the way the banking system works to the way it suppresses wages.  

So it helped me understand when you are talking about climate change and environmental protections, you need to be talking about worker protections, and housing, and health, and education. All of these things are connected. You can’t talk about these things in a vacuum. Those organizations that are focused on the environment without thinking about people need to be focused on people as well.

Amplifying Resources and Awareness in Critical Times 

Marjona shares an example of how NFG plays a powerful and responsive role in amplifying resources for racial justice through the network of funders with whom the organization has built a shared values framework and provided concrete, immediate avenues for funders to take action. In 2017, when racial justice and anti-criminalization organizers in the St. Louis area needed rapid response funds, she worked closely with NFG's Funders for Justice program staff to convene a conference call with other funders and mobilize resources to support the organizers' legal costs. Funders for Justice itself was launched in 2014 to mobilize funding resources in solidarity with organizers protesting the murder of Michael Brown in Ferguson, MO. Marjona understood the importance of supporting organizers with navigating the same criminal justice system that was being used to target and intimidate them.

There were protests happening in St. Louis, and they needed emergency funds for bail support and organizers to work on legal aspects such as defending people, going with them to court, and helping them through the process. I felt that was critical because it is something that gets left out of grant proposals. People are going to put their freedom on the line — what happens to them once they are arrested, charged, and have to go to court? This is a concern especially in St. Louis, where folks are often new or first time offenders.

I remember emailing Lorraine [Ramirez, Senior Program Manager] at Funders for Justice, asking, ‘Can you send this out to the listserv?’ And she said, ‘Why don’t we do a call?’ I helped get folks on the phone, and they ended up getting support. It wasn’t a large call; it was just a handful of funders. But, I feel like if there had not been FFJ, I would have had to do that legwork myself, and to be honest, I don’t know if I would have been able to call funders individually to get that support while I had the work of my docket. I could not have brought people to the table so quickly on the strength of my own relationships.  

Because NFG has been organizing within philanthropy over the years with convenings and webinars, they have built up integrity in the field. People know to go to NFG if they have questions about Black organizing and police brutality. So when NFG puts a call out asking if we can move resources for something, people will join and pony up.

Supporting Members to Engage Actively 

The ways that NFG supports its members to go deeper and develop a broader understanding of their role and potential for impact is important to Marjona in her work:

I think folks [at NFG] understand that we need to organize. They understand that philanthropy has to be as organized as we expect our grantees to be. NFG’s convenings and information sharing help create conditions so that can happen. A lot of [the staff at NFG] are former organizers... I said it before, and I will say it again, I don’t know if I would still be in philanthropy if it had not been for NFG.

Veatch has always had a commitment to racial justice, but we have increased our giving to over a million dollars to racial justice organizing — and part of that was from our work with NFG. We said to ourselves, ‘Yes, we are doing this, but we can do more. So let’s figure out how to be creative, and how to support our colleagues in being creative as well.’

After what happened with the Ferguson uprising, there was so much handwringing on the left. Helping to break through that to take action was important — because this isn’t just about Missouri, and this goes beyond Michael Brown. This is about the nation. It helped people do something, get in the game, and be public about how they were going to support that work. Was it perfect? Hell no! Especially when you have got money and power in the mix. But it did move funders in the right direction, and that’s what we need. Because it’s really easy to sit in our offices and say, ‘I [only] have this much money, and I have to get this docket out the door.’ But we have a greater responsibility. NFG helps you understand that greater responsibility, as well as how you can take that responsibility, hone it, and bring it into the program work

"NFG is causing funders to re-evaluate what it means to partner."
Helen Chin, Surdna Foundation
"NFG is causing funders to re-evaluate what it means to partner."
Helen Chin, Surdna Foundation

Helen Chin has just led the Surdna Foundation’s Sustainable Environments Program through a strategy refinement process. “Now,” she says, with satisfaction, “We are able to connect more robustly with what’s bubbling from the ground up in the field, as well as center racial equity in our work!”  The outcome of this effort was a commitment to actively partner directly with the communities most vulnerable and impacted by climate change in order to build their capacity and power to self-determine the ownership, control and stewardship of land and infrastructure. This refinement distills the Program’s previous five lines of work into two integrated grantmaking and investment strategies: Environmental and Climate Justice, and Land Use through Community Power.

As the Program Director, and as someone who comes from a background in urban planning and environmental justice organizing, Helen is delighted by this opportunity to build community resilience and power in partnership with grantees working at the frontlines in communities of color — communities hardest hit by climate change, disinvestment and racist planning practices:

Communities isolated along the lines of race and class have been made vulnerable and are under threat from decades of disinvestment. And while, everyone is under threat from climate change and its impact, some communities are less resilient than others. Here in New York, communities of color and low-wealth communities who are hardest hit by environmental injustice, house all the City’s waste, and are cut off from the infrastructure that would support resiliency. They don’t have access to transit or quality, affordable housing, and are not able to withstand the stresses of environmental conditions that already exist. Add climate change and storms, and the community can be decimated — left without a home to go to nor a means to move around or away from harm. This coupled with living paycheck to paycheck in the best-case scenario or even worse, living financially underwater, creates further challenges. These are the conditions real people are living with that challenge their resilience and ability to prosper. It‘s not just the one-off incident, it’s the culmination of all the things that life is throwing at people.

We need a sustained bottom up approach. How can we help position folks to affect what is happening to them, instead of having solutions rained down on them from external architects that don’t address the complexities of experiences that stem from a tapestry of inequitable policies and practices? How can we support communities as the world around them is evolving, using infrastructure and the development of infrastructure in a way that simultaneously builds economic justice, designs for racial equity and solves environmental problems? We want to put forward an alternative vision, one that positions those communities to be able to take a proactive stand and say, ‘How do I create something that builds resiliency for me?’ We are able now to bring forward a strong lens around how we build power in communities that have been invisible and devalued.

The Surdna Foundation is a long-standing member and collaborator of Neighborhood Funders Group; last year, to mark its centennial with a signature expression of its values, Surdna partnered with NFG, Ford Foundation, Open Society Foundations, Jessie Smith Noyes Foundation, The Kresge Foundation, The Moriah Fund, and The JPB Foundation to seed NFG’s Amplify Fund, a new, multimillion-dollar pooled fund focused on investing in equitable, community-led development. Helen sits on the Advisory Committee that forms criteria and provides oversight for the Fund. Of NFG, she says, “Because racial equity is so squarely centered at NFG, we knew we would have a great partner and home for this work, one that would help us advance the expression of our own values and the legacy of our work in the development and planning arena.”

Sharing her perspective on how Neighborhood Funders Group makes a difference in philanthropy, Helen cites NFG’s role in shifting culture and practice. She lifts up the ways that NFG disrupts traditional funder-grantee dynamics:

NFG is causing funders to re-evaluate what it means to partner. The funder relationship is usually very paternalistic — ‘I have money, I give you money. Because I have money, I have power to set the agenda, and you don’t.’ Funders usually position themselves as experts and foster relationships where the field reacts to funder ideas rather than partnering and co-producing with those touching and experiencing the work.  NFG is changing that dynamic by questioning who is expert in the room, and who has voice and power. The new framing is — community is expert. How do we support a space where community is co-creating with philanthropy for impact? Funder to funder, within the sector, the way that NFG works is causing funders to re-evaluate how they think about being partners.

Helen values how NFG supports her to reach beyond her specific issue area and build broadly with other funders — specifically the ways that NFG connects the dots and creates a vessel to carry cross-cutting racial and economic justice work:

One thing NFG has helped me think about is, ‘How do you authentically create space to co-create with a community of people that is not necessarily from your sector or your genre?’ As an environmental funder, I am surrounded by others that are myopically focused on the environment and climate. NFG fosters a learning culture for a lot of people working on a diversity of issues to think holistically and work on solutions that intentionality lift up people and strive for racial justice outcomes.

We are creating something much greater, in support of the health and vitality of neighborhoods and communities, creating an ecosystem that threads the needle for funders who might not be able to see that. This is valuable, because I am in other spaces where there may be five working groups and one doesn’t know what is going on in the other four. There is a false assumption that they are different issues. NFG has more fluidity between working groups. They holistically organize and hold funders accountable to being in service of communities of color and low-wealth communities.

NFG convenings, she says, do the legwork for her, helping to build relationships and alliances with other funders to move racial and economic justice work in the field.

I already connect with NFG in terms of values, but NFG has helped me in the sense of being able to strategize and co-create. Their frame is not new for me, but they have given me the space. They create the relationships. I used to have to build and broker the relationships myself, but they create the space to do that. It’s easier to do that through their convenings, their learning forums, and the Amplify Fund.

In closing, Helen warmly validates NFG staff, as strategic thought partners and allies in her work: 

I get to connect to them all the time and they know how much I admire them for how they work. NFG’s superpower: they are truly strategic partners. They organize around strategy and a sense of purpose — actualizing justice. They are strategic thinkers. One of the few philanthropic groups that are not just about learning and convening, NFG is about strategizing with philanthropy to have meaningful impact.
 

"The transformative, systemic change we seek requires a new way of working together."
Alex Desautels, The California Endowment
Alex Desautels
"The transformative, systemic change we seek requires a new way of working together."
Alex Desautels, The California Endowment

Alex Desautels, Program Manager for Strategy Development and Dissemination with The California Endowment, remembers her first encounter with Neighborhood Funders Group (NFG), just after entering philanthropy from the field of public health:

I have been in philanthropy now for 4 years. When I was first assigned to go and sit in on an NFG strategic planning conversation, for me it was like ‘Wow, this is the conversation I want to have!’ It focused on the root causes of what we want to solve and grounded everything from there, which is not the typical way that these conversations happen. I felt like I had found a home for me to develop my analysis and partner with other funders in applying that analysis to our funding strategies.

She appreciates NFG’s clarity and boldness in naming and elevating issues of racial and economic justice in philanthropy:

The role that NFG plays in the field, being explicit about their analysis related to racial and economic justice — and what it means for advancing democratic decision-making — is important. NFG helps us ask, ‘What does this analysis mean for who we fund?’ And they have brought on staff with a deep understanding of organizing and the challenge of building a stronger grassroots infrastructure for change – not to the exclusion of other areas like research and policy advocacy, but really centering the voices and analysis of people who are most impacted by the problems funders are seeking to focus on. Their unwavering focus and high capacity is important in the field. 

Alex has been an active part of NFG’s Democratizing Development Program (DDP), a working group of NFG members engaged in learning together how to back community-led and equitable approaches to development in the built environment. With its focus on developing a shared frame, building relationships, and centering the experience of partner-organizations, DDP has been a generative space, setting the stage for members to launch strategic efforts both within their home institutions and in collaboration with others.

One offshoot of DDP – the California Funders Working Group – commissioned Martha Matsuoka, a long-time thinker and activist around urban inequality, environmental justice, and social movements, to develop a framework to help its members understand the root causes of displacement and lack of safe, affordable housing. This led Alex and others to a stronger understanding of the role power-building plays in moving the needle on housing justice issues and to consider what a coordinated intervention from funders could look like:

It helped us understand and look at root causes, including but beyond the traditional focus on supply and demand. This framework has sharpened our analysis of the systemic conditions and shifted our thinking about how to support transformative change. It has forced us to center racial and economic equity, and highlighted the need to focus not just on the what -- the policy solutions -- but also the how: the power that needs to shift in order to change the systemic conditions driving the crisis beyond this moment once the pressure lifts off of middle class people.

In 2018, The California Endowment partnered with other funders to launch the Fund for an Inclusive California (F4ICA),  a collaborative fund investing in power-building strategies along with organizations working in low-income and communities of color to tackle the urgent housing crisis at the local, regional, and statewide levels. Alex sees that the fund’s strength lies in how F4ICA has anchored its emerging grantmaking framework in the participation and perspectives of community-serving organizations in the field:

Our collaborative funding strategy is committed to deepening and redefining relationships between funders and the field to co-create goals (and metrics) that reach beyond individual organizations and coalitions. We host one-on-one conversations and convenings with critical organizations from the Central Valley, Bay Area, Los Angeles, and statewide to co-design the strategies and priorities. The transformative, systemic change we seek requires a new way of working together – from our root-causes analysis to how we allocate resources for change and the transparency of those resources. We strive to model effective ways of being in relationship with each other to advance a collective vision and disrupt the drivers of gentrification and displacement.

This is an intentional effort to disrupt traditional funder–grantee dynamics and to ground F4ICA in the expertise of base-building organizations. Connecting with NFG and its central working principle of strategically moving the philanthropic sector towards more partnership with community-serving organizations has supported Alex in taking a strong position as a funder committed to deepening partnership with the field.

Alex credits NFG with increasing the legitimacy of organizing funders to move resources for social change:

I believe NFG’s role in the field is adding credibility to these ways of thinking about organizing funders, allowing space for further contributions and details. NFG makes possible and expands conversations between funders that center racial and economic justice.

She continues to learn with NFG how to activate more funders at a larger scale, expand and build investment in racial and economic equity, and apply this leaning to her work with TCE and F4ICA: 

I am excited to refine a funder organizing strategy — how do we unlock new and more resources for long term base and movement building? In developing sustained and impactful strategies, the promise of place-based initiatives ultimately lies in the people who live there and the power they wield to change conditions in their communities. At F4ICA, we began by bringing in funders that have a shared analysis of the issue. We are now moving out to those funders and donors who are interested in starting a housing justice and inclusive community development portfolio and are looking for an entry point, as well as those already working on housing and community development issues but not centering power-building. Our hope is that over the course of the collaborative fund, we can connect funders who are new to housing justice and/or power-building directly to the organizations themselves so that we can continue to strengthen the resource environment for our organizing partners.