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