Archive for the ‘Programming and Communications’ Category

The Most Important Topic We Never Talk About: Exit Strategies

Friday, May 6th, 2011

Philanthropy is about beginnings – new ideas, new projects, new awards, and new initiatives.  Foundation program staff are attracted to philanthropic jobs because of the opportunity to start projects that will make a difference in people’s lives.  To the extent the public thinks about foundations, it is as grantmakers

But for every new grant, program, or initiative, sooner or later there is an exit. Too often, these exits are neglected. 

A session at the upcoming Center for Effective Philanthropy (CEP) conference Better Philanthropy: From Data to Impact (May 10-11, 2011) will tackle the vital topic of exit strategies. I’m excited that CEP is taking on this often overlooked topic in philanthropy.

The neglect occurs despite the fact that foundations know that sound exit strategies are necessary to achieve sustained impact. We know that the absence of thoughtful exit strategies harms grantees, foundations, and the legacy of good work done together. 

In my experience as a grantmaker and a consultant, I’ve seen foundations exit a grantmaking program for a variety of reasons.  Among them: 

  • A foundation board changes priorities
  • New foundation leadership adds new goals and drops others
  • An economic downturn leads to fewer dollars to award
  • An initiative achieves its goals or financial sustainability
  • Grantee performance is unsatisfactory
  • New funders enter an area and existing funders pull back
  • A foundation “spends down” or closes

In other words, there are many explanations for foundation exits, most of which have little to do with the performance of the grantee.  But the diversity of reasons for exits does not explain why exits are often problematic or awkward. 

One source of awkwardness is that too often the funding size and duration (and thus the timing of the exit) is more often determined by funder constraints that do not fit the problem or need the project intends to address. This can result in grantees accepting support that is insufficient to meet the aims of the project. Another potential source is that expectations between funders and grantees are rarely discussed. When the relationship approaches the end, divergent expectations that haven’t been voiced can lead to problems.

The Wednesday, May 11th CEP panel on exit strategies will examine this rarely discussed topic. It will be moderated by Debra Jacobs of the Patterson Foundation and kicked off by remarks from Kevin Walker from the Northwest Area Foundation, Mayur Patel from the John S. and James L. Knight Foundation, and Ann Monroe from the Community Health Foundation of Western & Central New York. The panel will include ample time for discussion among panelists and attendees to share their ideas. 

As I anticipate participating in this session, some of the questions that I hope panelists and attendees will discuss are: 

  • Does it matter why foundations exit a grantmaking area? That is, do the reasons for the exit influence the approach to an exit strategy?
  • When does it make sense to begin a discussion of exit strategies in a foundation?
  • When does it make sense to begin talking about exit strategies with grantees?
  • Have foundations found effective exit strategies in working with their board, their program staff, and their grantees?
  • What hasn’t worked in exit strategies?
  • How can foundations best anticipate various exits and prepare for them in a responsible manner?

I’m looking forward to a lively and interactive discussion at the CEP panel.

Robert Hughes is a consultant and Learning Lens Manager for The Patterson Foundation.

Boston Foundation’s David Trueblood to Join CEP as Vice President

Thursday, April 28th, 2011

In January, I blogged about some impending transitions at CEP. I am pleased to be able to share now this news about the newest member of CEP’s leadership team.  Press release is below.

April 28, 2011

FOR IMMEDIATE RELEASE

Boston Foundation’s David Trueblood to Join CEP as Vice President

Cambridge, MA… The Center for Effective Philanthropy (CEP) has named David Trueblood Vice President – Communications & Programming.  Trueblood, currently Director of Public Relations for The Boston Foundation, will be responsible for promoting CEP’s messages related to foundation effectiveness and increasing the visibility of CEP’s research and assessment tools.

“We are absolutely delighted to be welcoming David to CEP,” said CEP President Phil Buchanan.  “He has earned an impressive track record in the community foundation world and brings tremendous talent and creative energy to this crucial leadership position.”

Trueblood has served since 2005 in his role at The Boston Foundation, where he raised visibility for that organization’s civic leadership role in the region.  Earlier, he served from 2001-2004 as Director of Communications at Trinity Church in the City of Boston where he designed and executed the communications strategy to support the largest capital campaign in the church’s long history.

Trueblood’s early career was as a journalist, working as a reporter and editor at a variety of newspapers and, most recently, serving as Managing Editor of the Community Newspaper Company from 1997-2001.  He holds a bachelor’s degree from the University of Pennsylvania and has a master’s degree in Intellectual History from Harvard.

“CEP has a compelling mission and one that only grows more relevant over time,” said David Trueblood.  “I am excited to join the CEP team and I look forward to working to help raise the profile of that mission and that organization.”

Trueblood will assume his post at CEP in June.  He succeeds Alyse d’Amico, who is transitioning into a new, part-time role as Special Assistant to the President / Director of Development in order to spend more time with her young son.

“I am deeply grateful to Alyse for her tremendous achievements in her eight years at CEP and, most recently, in her role overseeing communications, programming, and development,” said Buchanan.  “She has helped build this place into what it is, and CEP’s strong identity and reputation exist in great part because of her.  I look forward to working with her in her new role.”

Michael J. Fox to Speak at Center for Effective Philanthropy’s May 10-11 Conference

Wednesday, March 9th, 2011

CEP is extremely pleased to announce that Michael J. Fox will speaking at our May 10-11 conference in Boston. The press release is below.

March 9, 2011

For Immediate Release

MICHAEL J. FOX TO SPEAK AT CENTER FOR EFFECTIVE PHILANTHROPY’S (CEP)  MAY 10-11 CONFERENCE

Acclaimed Parkinson’s Disease Research Leader, Actor, and Author to Address Fellow Foundation Leaders

Cambridge, MA – Michael J. Fox, founder of The Michael J. Fox Foundation for Parkinson’s Research, acclaimed television and film actor and bestselling author, will be among the speakers at CEP’s May 10-11, 2011 conference in Boston. The conference, Better Philanthropy: From Data to Impact, is exclusively for CEOs, senior executives, and trustees of large foundations.

The Michael J. Fox Foundation has funded over $230 million in research to speed development of breakthrough treatments and a cure for Parkinson’s disease. It was founded by Fox in 2000 following the 1998 public disclosure of his diagnosis, in 1991 at age 30, with young-onset Parkinson’s disease.

The Foundation has forged a new model for driving research that pushes basic discoveries closer to the clinic, with an urgent focus on outcomes, collaboration and open-source science, and a mandate to continually identify, prioritize and develop the high-priority research targets most critical to therapeutic relevance for patients. Business and philanthropy leaders have taken notice, and the Foundation has been held up as an exemplar of the new breed of nimble, strategic and fast-moving disease research funders. In a 2008 profile, The New York Times called The Michael J. Fox Foundation “the most credible voice on Parkinson’s research in the world.” The Foundation is also among those highlighted in the forthcoming book by Tom Tierney and Joel Fleishman, Give Smart: Philanthropy That Gets Results.

“Michael J. Fox will share with our audience his passion, personal commitment, and data-driven, results-oriented approach to philanthropy,” said CEP President Phil Buchanan.  “We are absolutely delighted that our conference will be the venue for him to connect with his fellow foundation leaders.”

“Over the years, many of us have watched him on TV and in the movies, admiring his tremendous talent as an actor,” said Buchanan. “Today, we also admire his bold and unwavering commitment to medical research that has the potential to benefit millions.”

Fox will address conference attendees at a dinner on May 10 celebrating CEP’s 10-year anniversary. Other speakers at that dinner include William and Flora Hewlett Foundation President Paul Brest and Robert Wood Johnson Foundation President Risa Lavizzo-Mourey.

More information about CEP’s conference is available here.

ABOUT THE CENTER FOR EFFECTIVE PHILANTHROPY
The Center for Effective Philanthropy (CEP) is a nonprofit organization with the mission is to provide data and create insight so philanthropic funders can better define, assess, and improve their effectiveness – and, as a result, their intended impact. This mission is based on a vision of a world in which pressing social needs are more effectively addressed. It stems from a belief that improved effectiveness of philanthropic funders can have a profoundly positive impact on nonprofit organizations and the people and communities they serve. CEP received initial funding in 2001 and has offices in Cambridge, Massachusetts and San Francisco, California. For more information on CEP’s work, including its research, publications, and assessment tools, see www.effectivephilanthropy.org.

ABOUT THE MICHAEL J. FOX FOUNDATION FOR PARKINSON’S RESEARCH
The Michael J. Fox Foundation is dedicated to finding a cure for Parkinson’s disease through an aggressively funded research agenda and to ensuring the development of improved therapies for those living with Parkinson’s today. The Foundation has funded more than $230 million in research to date. For more information, see www.michaeljfox.org.

Alyse d’Amico is Vice President – Programming, Communications, and Development at the Center for Effective Philanthropy.

Not Your Typical Meeting

Thursday, March 3rd, 2011

When developing the agenda for our May 10-11 conference, one of our goals is for the busiest of foundation executives to spend two days immersing themselves in content that will challenge and inspire them to think about their grantmaking in new and different ways. To serve an  expert audience with a commitment to making the world a better place, CEP works hard to provide a new experience for foundation leaders, both in terms of program content and the candor with which participants discuss their work. This year’s conference will feature new research from CEP, the perspectives of philanthropic leaders, and presentations by thought leaders from outside the field of philanthropy (and outside the philanthropy conference circuit)—on topics ranging from development economics to organizational behavior.

Only fifty seats remain for CEP’s 2011 conference, Better Philanthropy: From Data to Impact. We invite you to join us in Boston May 10-11 to learn from peers who share a commitment to effective philanthropy and from researchers, academics, and practitioners who may challenge your assumptions about the way you do your work. Phil Buchanan previews some of the conference highlights and invites you to register while there is still space:

Foundation CEOs, trustees, and senior leadership can register for the conference here.

Kacie Sherman is Senior Programming and Communications Coordinator at CEP.

Organizational Changes at CEP

Friday, February 4th, 2011

No successful organization gets up and running and growing because of one person, or even two, three, or four people. It takes many individuals with a passionate commitment to making something important happen, and the drive and smarts to do whatever it takes to bring it to fruition.

One of the most important people in making this organization what it is today is Alyse d’Amico, who has worked in a variety of roles at CEP for eight years — and most recently, for the last two years, as Vice President — Programming, Communications, and Development.

I hired Alyse when we had just four staff.  Today, we have more than 30 in two offices. Much of our success, especially when it comes to communicating about who we are and raising grant support for our work, is because of her. In a recent email to staff, I wrote that her current role:

…includes a tremendous range of responsibilities that she has been particularly, perhaps uniquely, well-positioned to handle.  She leads all our promotional and marketing efforts, the Web site, the blog, the conference planning, media relations, and fundraising and reporting for some 40-plus funding relationships. In addition, she does a lot of work for and with me on high-priority, strategic initiatives — from Board related work to the strategic planning process. Finally, she has, by virtue of her history here and the number of roles she has had, an understanding of CEP’s work,  history, and important relationships that no one else quite has. … She has accomplished a tremendous amount in this role and in the previous roles she has had since joining CEP in 2003.  I couldn’t list it all if I tried: it runs the gamut from helping to raise tens of millions of dollars to presiding over the revamp of our Web site and creation – and editing – of our blog.

Alyse is an incredibly smart, creative, hard-working colleague and she is also someone who never makes it about her.  Much of how we describe CEP — from our tag line to our efforts to promote our tools and marketing — are due to her creative ideas. But she would never tell you that.

Research we had conducted by a third-party firm during our planning process indicated that this work had paid off: that we have an incredibly strong reputation and clear identity among our audience.  People know what we stand for, and this is largely a result of Alyse’s work. But she wouldn’t tell you that, either.

Most of the reports CEP has produced over the years, and virtually everything I have written, Alyse has edited or help write. But she wouldn’t tell you that, either.

So this is the part where you expect me to say Alyse is leaving CEP. But, thank goodness, she is not.  However, Alyse approached me just after the holidays to ask if she could transition to a different, part-time role at CEP to allow her to spend more time with her two-year old son.  As I wrote in my email to the staff here:

We had a series of good discussions about this and have decided that, effective in the late spring or early summer, she will move into a new, part-time role: Special Assistant to the President and Director of Development. This role, which is one she suggested and which made tons of sense to me, essentially carves out all the work she currently does with me related to writing, staffing the Board and its committees, and driving projects that cut across the organization — as well as all the fundraising work. She will continue to be a member of the Senior Staff … indeed, she’ll have to in order to be effective in her role. …

Meantime, we will open a search for a Director of Communications. …. The Director of Communications (who would also oversee programming) would also be a member of the Senior Staff and would manage the staff who currently report to Alyse.

The Director of Communications will report to me and will be a crucial new addition to the CEP team.  I hope readers of this blog will help me and CEP by spreading the word about this opportunity.

Phil Buchanan is president of the Center for Effective Philanthropy.