Post on 13-Jan-2015
description
Strategic Philanthropy:
Learning by Giving
Dr. Kathy Kretman Dr. Nora Silver
Georgetown University
Agenda10:00 Introductions and review of agenda
Class impact
10:20 Our Experience: BerkeleySample team presentation
10:35 Our Experience: Georgetown
10:50 Group Work: Defining foundation mission, values and strategies
11:20 Group Work: Determining grant awards criteria
11:40 Nonprofit vetting
11:55 Decision-making/Voting
12:10 Adaptation to your context
Class Impact
http://nonprofit.haas.berkeley.edu/New/courses.html#economics
Handouts:• Georgetown University Article: Local Nonprofits Benefit from Social
Change Course
Our Experience - Berkeley• Selecting Students
• Student designed course – cross-disciplinary majors
• Class Structure• Combination of short lectures, guest speakers, group exercises, individual exercises
and teamwork• Steps in process
Individual values Identify nonprofits Select nonprofitsGrantmaking criteria Assess nonprofits Award grantsFocus areas Recommend nonprofitTheory of change Present nonprofit
• Learning Objectives • Learn about the field of philanthropy including tenets and models of effective
philanthropy• Learn how to identify and assess local need and local community based
organizations• Make a charitable contribution of $10,000 as a giving group and project its
effectiveness
• Handouts• Syllabus with assignments and additional readings
Student Team Presentation
Our Experience - Georgetown• Selecting Students
• Class Structure
• Learning Objectives• To examine the history, context and future of philanthropy and the relationship
with the nonprofit, government and corporate sectors.• To explore the role of foundations and nonprofit organizations in creating social
change.• To increase awareness of the Washington, D.C. community; its social and
economic conditions; and the response of foundations and nonprofits to the needs of the most vulnerable populations.
• To provide students with a “hands on” experience in grant writing and grant making that will further their understanding of strategic giving for social impact.
• Handouts• Sample class agenda, assignments, readings, request for proposals
Defining Foundation Mission, Values and Strategies Some values that are of particular importance to our foundation are:1.2.3. Based on our values, our mission statement is as follows (this is WHAT we want to accomplish): Some strategies that we believe are effective in addressing social change as it relates to our mission statement include (this is HOW we plan to accomplish it): 1.2.3.
Handouts:• Sample class foundation mission, values and strategies• Sample mission, values and strategies from existing foundations
Determining Grant Awards CriteriaChoose your top 5 criteria for grant making:1.2.3.4. 5.
Handouts:• 2011 Cal Strategic Philanthropy Grant Criteria• Proposal Review Form for Philanthropy and Social Change 2012
Nonprofit Vetting• Interviews
• staff, volunteers, board members, partner organizations
• Site visits• see the work of the organization and talk with clients
• Official organization documents• incorporation papers, websites, grants, strategic plans
• Websites that identify and rate nonprofits• Global Giving• KIVA.org• The Foundation Center, Charity Navigator, Guidestar, Network for
Good (USA)
Decision-making/Voting
• Decision-making process• Lessons learned• Student reflections
Adaptation to Your Context
Resources on teaching the course
Louise SawyerExecutive DirectorLearning by Giving Foundation http://www.learningbygivingfoundation.org
Kathy Kretman, Ph.D., DirectorCenter for Public and Nonprofit Leadership
Research Professor, Georgetown Public Policy Institute Old North Building 37th and O Streets, NW, Suite 414 Washington, DC 20057
Phone: +202-687-5499kpk2@georgetown.edu
Nora Silver, Ph.D., Adjunct Professor and DirectorCenter for Nonprofit and Public LeadershipHaas School of Business, UC BerkeleyBerkeley, CA 94720 Phone: +510.642.1625silver@haas.berkeley.eduSkype nora_silverhttp://nonprofit.haas.berkeley.edu