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Diversity in Philanthropy: Best Practices & Case Studies

This conference explores the importance of diversity in philanthropy, featuring case studies and best practices in health foundations. Topics include expanding inclusiveness, promoting effectiveness, and enhancing board and staff representation.

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Diversity in Philanthropy: Best Practices & Case Studies

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  1. GIH Audio Conference April 30, 2009 April 30, 2009 Diversity in Philanthropy Case Study Best Practices in Health Foundations Gary D. Nelson, Ph.D., Julie Tugend & Henry A. J. Ramos

  2. Agenda Welcome Faith Mitchell, Grantmakers In Health Introduction to the Diversity in Philanthropy Project Henry Ramos, Mauer Kunst Consulting Expanding Diversity and Inclusiveness Gary Nelson, Healthcare Georgia Foundation Lessons and Best Practices for Promoting Inclusivity and Effectiveness Julie Tugend, formerly of The California Endowment Open Discussion

  3. Diversity in Philanthropy Project (DPP): About Us Leadership With a Purpose A voluntary effort of leading philanthropy executives to increase field effectiveness through expanded diversity investments. A Time-Limited Campaign A three-year initiative (2007-2009) focused on diversity enhancements in board and staff representation, grant making and contracting.

  4. Our Priorities Voluntary Peer-Support Encouraging voluntary leadership/peer support to realize the benefits of a more diverse sector. Transparent and Actionable Data Partnering with others to develop and share new research and knowledge. Tools, Practices and Talent Creating a long-term resource for accessing learning models, best practices and talent

  5. Why Diversity? Values and Principles Link to Mission Program Effectiveness

  6. Defining Diversity Race and Ethnicity Gender Geography Profession Socio-Economics Disability Sexual Orientation

  7. Board-Related Issues and Opportunities • The Board’s Role • Board Recruitment Strategy • Values vs. Representation • Board Size • Advisory Boards

  8. Staff Recruitment & Retention Issues: 1 • Organizational Culture • Professional Recruiters • Turnover • Career Ladders

  9. Staff Recruitment & Retention Issues: 2 • Mid-Management Challenges • Mentoring and Training • Managing Conflict • Organizational Culture

  10. Program Investments: Grant Making • Application Process • Review Process • Staff Incentives

  11. Program Investments: Grantee Governance • Board and Staff Diversity • Capacity Building • Intermediaries

  12. Program Investments: Planning & Outreach • Listening Tours • Stakeholder Input • Integrate Diversity in Planning Process

  13. Program Investments “There should be a congruence between community needs and foundation strategic focus.” Gary D. Nelson, Ph.D. Healthcare Georgia Foundation

  14. Program Investments: Special Programs & Initiatives • Fellowships and Leadership Awards • Capital Resources • Population-Focused Initiatives

  15. Contracting • Bidding Process • Communications • Research • Evaluation

  16. Foundation Tracking & Reporting • Internal Tracking and Reporting • External Tracking and Reporting Voluntary/Mandatory? • Center for Effective Philanthropy (CEP) Benchmarking Efforts

  17. Diversity in Health Foundations • Discussion • Next Steps

  18. CEO Top Tips: Part 1 • Self-Assess • Adopt a Board Diversity Statement • Establish a Diversity Agenda and a Diversity-Friendly Culture • Align the Organization’s Work with its Values • Manage Conflicts Proactively

  19. CEO Top Tips: Part 2 • Develop New Leadership • Do Homework on Diverse Communities • Strengthen Grantmaking Policies • Build CBO Capacity in Diverse Communities • Monitor and Report Diversity Performance Data • Don’t Give Up

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