Philanthropy Forward 2011 a great introduction to grantmaking

I had the pleasure of attending Philanthropy Forward 2011, the annual conference of the Ohio Grantmakers Forum, last month in Columbus. For me the conference was an initiation of sorts into the world of philanthropy. I came to my job as the Health Foundation's Director of Publications in June after a 15-year career in the newspaper industry. The world of foundations and grantmaking was almost completely new to me. Thanks to the conference, I now better understand the breadth and impact of philanthropy, both the kinds of organizations involved (from private community foundations to faith-based nonprofits) as well as the activities they fund (from health initiatives to social enterprise). Plus I met a lot of the great people who are doing this important work throughout the state every day.

The Health Foundation's own Shelly Stolarczyk-George presented the session "What Due Diligence Delivers," along with Kerry Shaw of the Osteopathic Heritage Foundations and Leonor Alfonso of Grantmakers for Effective Organizations. Shelly described her experiences with due diligence as the Foundation's Grants Manager. She helped participants develop strategies for getting information they need to make informed decisions about awarding grants while not overburdening grantees with information requests.

In addition, the two communications sessions I attended reinforced the importance of organizations' blogs and websites. It is there that groups can share their own story and engage advisers, donors and others interested in their mission. A well-designed, modern and sophisticated website can make a favorable impression of your organization on users. Thus, the use of photos and attention to the amount and spacing of type on a website are important. Finally, social media outlets such as Facebook and Twitter are a great way to direct users back to content on your blog or website.

Health Foundation Program Officer Ann Barnum (from left), Director of Evaluation Kelly Firesheets, Program Officer Francie Wolgin, Grants Manager Shelly Stolarczyk-George and Director of Publications Jeff Williams attended Philanthropy Forward 2011 in Columbus.

Grantee Perception Survey Results

Last year, we partnered with the Center for Effective Philanthropy to conduct our second Grantee Perception Survey. Ninety six of our grantees participated in the survey, which asks questions about our grantmaking and reporting processes, our work in the community, and grantees' interactions with our staff and associates.

These survey results were really important to me. If you haven't noticed, we've experienced quite a bit of change at the Health Foundation in the past year. I think those changes are good, and I hope you agree. But one thing I don't want to see change is the Health Foundation's commitment to doing the best work possible with and for our grantee partners. The Health Foundation has a longstanding commitment to learning, and the Grantee Perception Survey results are a critical piece of information in our feedback loop.

You can download the full report here. But for those of you who'd rather just have the highlights, I've made a quick list:

Where we're doing well:

  • Our grantmaking, evaluation and reporting processes are helpful in strengthening grantees' work.
  • Many of our grantees receive non-monetary assistance and help securing other funding.
  • Grantees feel good about their relationships with the Foundation.
  • Grantees view the Foundation as fair and responsive to their concerns.

How we can improve:

  • Clarify communications so that grantees hear consistent messages.
  • Streamline application and reporting processes so that grantees can spend more time on their work and less time doing paperwork.
  • Find creative ways to help grantees sustain their services during tough economic times.

I want to say a special thank you to our grantees who participated in this process. We know you're busy and that there are lots of demands on your time. We're grateful that you took time out of your day to give us feedback. I hope you know that this isn't a one-time thing – if you ever have questions about the Health Foundation or suggestions about how we can improve, don't hesitate to contact me, your Program Officer, or any of our staff.

Data! Fostering Health Innovation in Kentucky and Ohio

I want to thank the more than 300 health data enthusiasts, non-profits, entrepreneurs, hospitals, health departments, community planners, researchers, students, and funders who participated in our Data! Fostering Health Innovation in Kentucky and Ohio event last week. We had a rich set of presentations on how health data is being liberated and used in Ohio and Kentucky. We are lucky to be in a region so rich in health data innovation. This innovation was recognized in the opening video message from Todd Park, Chief Technology Officer for the U.S. Department of Health and Human Services (HHS) and one of the national leaders of the health data liberation movement, when he said, "The Cincinnati region is one of the shining stars in the health data and innovation sky." To view the video Click here.

He mentioned some great regional examples of health data innovation, including:

The co-hosts of the conference -The Foundation for a Healthy Kentucky and The Health Foundation of Greater Cincinnati
Dave Heilman and SparkPeople and his "spectacular work"
Mark Carrozza from HealthLandscape and Andrew Bazemore from The Robert Graham Center for Primary Care for their development of HealthLandscape and their "incredible work, which was also featured at a national HHS conference."
Keith Hepp and HealthBridge and their work on Health IT: "We've been in absolute awe of the work."
Matt Rhodes at The Louisville Health Department: "massive kudos."

As promised, we've posted all 17 of the wonderful presentations online. Click here to access them. Thanks also to the 24 tweeters who helped share some of the most exciting moments with those who were not at the event. To read a transcript of #dataforum tweets, please see the attached file.

And finally, congratulations to HealthLandscape the winner of the People's Choice Innovation Award. Click here to see a photo.

Making the Invisible, Visible

You have to love Warren Buffet. When I grow up I want to be as wise as he is. Warren Buffet has a unique approach to making decisions. I think that it should be a mantra for all elected leaders when they make decisions that affect all of us. In John Rawls' 1971 book A Theory of Justice, Buffet noted, "Let's say that it was 24 hours before you were born, and a genie appeared and said, 'What I'm going to do is let you set the rules of the society into which you will be born. You can set the economic rules and the social rules, and whatever rules you set will apply during your lifetime and your children's lifetimes.' And you'll say, 'Well, that's nice, but what's the catch?' And the genie says, 'Here's the catch. You don't know if you're going to be born rich or poor, white or black, male or female, able-bodied or infirm, intelligent or [developmentally disabled].'"

I think that the economic and social rules are mostly set by people of privilege. According to Peggy McIntosh privilege is "an invisible package of unearned assets". Where and how you are born--rich or poor, white or black, male or female, able-bodied or infirm, intelligent or developmentally disabled as Buffet points out, is the luck of the draw. None-the-less, the moment you are born, where and how you are born will begin to chart your future.

For the past 12 years, I have been a member of a foundation team that returns money to society. Giving away money must be easy, you might think. Actually, it is very difficult and is best when done strategically to empower those you serve. Always the need is greater than the dollars available. Plugging one hole in the dike is not the answer for a weak dike. As Martin Luther King, Jr., said "Philanthropy is commendable, but it must not cause the philanthropist to overlook the circumstances of economic injustices that make philanthropy necessary."

According to Simone P. Joyaux, social justice "is about fair treatment in all areas of personal and community life" and equity "is about making the invisible, visible." In our foundation, we work with non-profit organizations that provide services to people with mental illnesses, people with problems related to substance abuse, and people who have difficulty accessing primary care, usually because of poverty. I don't think that 24 hours before they were born, these people knew what their life circumstances would be. I think that often they are invisible and that they don't have much of a voice in setting the economic and social rules of their or their children's lifetimes.

An American Indian proverb comes to mind: "We do not inherit the earth from our ancestors, we borrow it from our children." Similarly, the society we create is our legacy to our children and grandchildren, regardless of where or how they are born: rich or poor, white or black, male or female, able-bodied or infirm, intelligent or developmentally disabled. Sometimes I ponder just what it was that we borrowed and just what it is that we are returning.

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