Transparency Talk

Category: "Education" (10 posts)

Glasspockets Find: “Dear Warren” Accounts for Impact of His $30 Billion Gift to the Gates Foundation
March 3, 2017

Buffet Bill MelindaBill & Melinda Gates recently posted their foundation’s annual letter, sharing progress from their work.  This year's letter had a personal twist, revealing how the world's largest private foundation accounts for its progress to a key stakeholder.  The letter, a great example of donor stewardship at the highest levels, details the impact of Warren Buffett’s historic gift to the Gates Foundation. 

In 2006, Buffett’s $30 billion gift to the Gates Foundation was the largest single gift ever made, and it was intended to fight disease and reduce inequity.  Buffett’s gift doubled the foundation’s resources, and helped expand its work in U.S. education, support smallholder farmers and create financial services for the poor.

In “Dear Warren,” Bill and Melinda Gates personally let the Berkshire Hathaway Inc. Chairman know how the Gates Foundation was using his money. 

“To make sure your investment keeps paying higher returns, the world has to save more lives in the future than we’ve saved in the past.”

The couple jokingly reminded Buffett of his penchant for wise spending, such as the time Buffett treated Bill Gates to a Hong Kong McDonald’s meal and used coupons.  With handwritten notes, photos and infographics, the couple showed Buffett that they too were wisely investing Buffet’s money to make an impact on global health and improve childhood mortality rates, which contributes to healthy families and stronger economies.  

The letter shows how data and metrics can be used to tell a powerful narrative.  The Gates are careful to say that they are not doing this work alone, and that most of the numbers reflect how many global organizations, including the Gates Foundation, are contributing to saving and improving lives.

“If we could show you only one number that proves how life has changed for the poorest, it would be 122 million—the number of children’s lives saved since 1990,” Bill Gates said in his letter.

Economist1
Source: The Economist via the Bill and Melinda Gates Foundation

Over a 20 year-period since 1990, the rate of childhood mortality has been cut in half, Melinda Gates said.  The Gates Foundation has helped contribute to improved global health through its investment of increasing access to vaccines in poor and developing countries. 

“For every dollar spent on childhood immunizations, you get $44 in economic benefits. That includes saving the money that families lose when a child is sick and a parent can’t work,” Bill Gates said.  

The foundation’s other global health initiatives include reducing newborn mortality, ending malnutrition, family planning and ending poverty.

Bill and Melinda Gates shared how they felt both inspired and compelled by Buffet to wisely and strategically make a philanthropic impact of Buffett’s life earnings.  They affectionately called him the most generous person they know, as well as one of the most competitive people.

Melinda Gates said the Gates are not using Buffet's money for “a grant here and a grant there.”  Rather, the Gates are using Buffett’s gift to build “an ecosystem of partners that shares its genius to improve lives and end disease."

"[You are] counting on us to make good decisions.  That responsibility weighs on us,” Melinda Gates said.  “To make sure your investment keeps paying higher returns, the world has to save more lives in the future than we’ve saved in the past.”

--Melissa Moy

What Do We Know About…Disconnected Youth?
December 13, 2016

(Bob Giloth is vice president of the Center for Economic Opportunity at the Annie E. Casey Foundation.  This post first ran on Philantopic.)

Bob Giloth HeadshotOver six million Americans between the ages of 16 and 24 are not in school or working. Often known as disconnected or opportunity youth, they are among the upwards of fourteen million young adults who are only marginally or periodically in school or working. At the same time, several million young people have had almost no labor market or educational experience in the past year.

Youth and young adults represent the future of our country — our economy, our communities, our democracy — and it is in our best interest to help ensure that they’re engaged with and connected to school and jobs.

Special collection_disconnected youth

To that end, the Annie E. Casey Foundation asked Foundation Center to create a special collection on IssueLab about the group of young people known as disconnected youth. This new online resource houses nearly one hundred and forty recent reports, case studies, fact sheets, and evaluations focused on the challenges confronting youth today, as well as lessons and insights from the field.

The Casey Foundation's interest in these issues began in 2012, when we published Youth and Work: Restoring Teen and Young Adult Connections to Opportunity, signaling its recognition of the crisis facing young people and the need to create stronger pathways to education and jobs. The foundation's commitment mirrored a national reawakening to the needs and aspirations of youth, including the White House Council for Community Solutions, the Aspen Forum for Community Solutions, and the Obama administration's My Brother's Keeper initiative to improve opportunities for boys and young men of color.

Casey acted on this expanded commitment to opportunity youth by launching two new initiatives — Generation Work and Learn and Earn to Achieve Potential — and by strengthening our longstanding Jim Casey Youth Opportunities Initiative. All three focus on enabling more youth and young adults to succeed in school, secure good jobs and a steady paycheck, and become financially stable. More recently, we have invested in increasing access to summer learning and employment opportunities for young people in our hometown of Baltimore, as well as in research and evaluation aimed at identifying the most effective programs and strategies. In addition, we've supported the youth-focused efforts of our national policy and civic partners.

What has become clear over the past five years is that advocates for opportunity youth need to build on existing evidence, program models, and policies, even as we wrestle with new questions related to young people with firsthand experience of the child welfare and juvenile justice systems, not to mention trauma; young parents; the role of social and family ties in the lives of disconnected youth; youth leadership; and the dramatically different outcomes we see among youth by race and ethnicity.

In this spirit of gathering lessons and asking new questions, we hope this collection on IssueLab will help promote the dissemination of promising practices in the field of opportunity youth and, eventually, grow to include more technical evaluation studies that build our overall evidence base.

Youth are our future. And we in the philanthropic, public, private, and nonprofit sectors must help them realize their aspirations by building multiple, effective pathways that enable them to succeed in school and in the labor market.

But this will only happen if we share and synthesize our knowledge in real time to create better investment strategies and choices.

Given its overall interest in building capacity and strengthening the field, philanthropy is well positioned to gather practice and research literature about programs and policies that support opportunity youth. Doing so will help ensure that nonprofits and other stakeholders have access to accurate, up-to-date information about what works for whom and what targets should guide future investment — while paving the way for the application of that knowledge on a broader scale benefiting many more young people.

The Casey Foundation is committed to continuing its youth initiatives and sharing lessons about promising strategies that promote tangible results and progress. We invite others to join us in this endeavor and look forward to contributions from our peers and partners in this work.

--Bob Giloth

Eye On: Giving Pledger Mohammed Dewji
October 20, 2016

(Melissa Moy is special projects associate for Glasspockets. For more information about Mohammed Dewji, and the other Giving Pledgers, visit Foundation Center's Eye on the Giving Pledge.)

Mohammed-dewji photoA Tanzanian businessman and philanthropist hopes a family legacy of giving will continue in future generations.

Spurred by his parents’ philanthropic example and his Muslim faith, Mohammed Dewji is one of the latest to join the Giving Pledge, whereby wealthy individuals have pledged to give away most of their wealth during their lifetime.

“I hope that my children and grandchildren inherit this ethos and lead by example in years to come,” Dewji said in his Giving Pledge letter. He described his “deep responsibility” to give back to his community and called it a “moral obligation” to help the less fortunate.

 Mohammed Dewji:

  • Richest man in Tanzania (Forbes #21 in Africa)
  • Businesses: manufacturing, finance, real estate, beverages and edible oils
  • Founder of Mo Cola soft drink
  • B.S. in Business Administration, Georgetown University
  • Former member of Tanzania’s National Assembly
  • Net worth: $1.1 billion

Big Business

Dewji is CEO of MeTL, a Tanzanian conglomerate that includes manufacturing, financial services, real estate, and beverages and edible oils. His father started the business in the 1970s.

“Dewji’s strategic giving is designed to stimulate socio-economic development.”

After graduating from Georgetown in 1998 - and a brief, unsatisfying turn on Wall Street - Dewji's father urged the 23-year-old to join the family business and give up "chasing pennies in New York when there was a fortune to be made in Tanzania."

Within 10 years, the skillful Dewji grew a $30 million business into a pan-African conglomerate with revenues of $1.5 billion. Under his leadership, the company now has 31 industries in 11 countries, and also includes cellular phones, finance and real estate. In 2014, Dewji launched Mo Cola, a soft drink beverage brand that Dewji hopes will one day rival the popularity of Coca-Cola, which has dominated the market for decades.

Dewji, 41, is a key influencer in African philanthropy and politics. A former member of Tanzania's National Assembly, Dewji is the nation’s wealthiest man, and among the 50 richest in Africa.

Strategic Giving

Motivated to address the severe poverty in Tanzania, Dewji not only focused on philanthropic efforts but also served as Member of Parliament in his home region of Singida to effect change. From setting up Singida Yetu in 2005, a charity that focused on sustainable socio-economic development to establishing his family foundation, Dewji has passionately sought philanthropic opportunities to improve lives in Tanzania.

Dewji’s strategic giving is designed to stimulate socio-economic development. In 2014, he established the Mo Dewji Foundation to align with his “philanthropic vision of facilitating the development of a poverty-free Tanzania.  A future where the possibilities, opportunities and dreams of Tanzanians are limitless.” In a statement, Dewji noted: “I have been blessed and I am very proud of the success of my company, MeTL, but with this success and the subsequent wealth comes responsibility…it is the duty… to redistribute this wealth to less fortunate people.”

Childrens-Cancer-Unit-hostel-and-school
National Children’s Oncology Center at Muhimbili National Hospital

His foundation focuses on health, education and community development. The foundation targets increased access to education and supporting existing health care facilities and contributing to healthcare infrastructure that includes better nutrition, drilling water wells, adaptive hygienic practices such as building latrines in schools and providing mosquito nets.

Dewji is also seeking tangible opportunities to help and invest in Tanzanians, from personal mentoring and interest-free start-up loans to four-year university scholarships to high-achieving high school students. Through the Mo Entrepreneurs Competition, Dewji offers personal mentoring, support and training, and a $4,584 interest-free loan for entrepreneurs who have “high-potential start-ups but lack further support in the form of growth capital, networks and mentoring.”

“When God blesses you financially, don’t raise your standard of living. Raise your standard of GIVING.”

In collaboration with the University of Dar Es Salaam, the Mo Scholars program selects outstanding high school students and provides four years of undergraduate college to “create a community of passionate students and provide them with the capacity to achieve their greatest potential.”

The businessman has received multiple recognition and awards for his philanthropy from African magazines and business leadership organizations.

He recently Tweeted, “Success shouldn’t be solely defined by your wealth. It should be about the positive impact and influence you have on your community.”

What’s Next?

Dewji remains committed to philanthropy and the betterment of his country. By signing the Giving Pledge, Dewji wants to motivate his fellow Africans and global citizens to consider “the funds they truly need to maintain their families versus their ability to give.”

“We all have a moral obligation as the more affluent in society to give back as best we know how,” Dewji said in his Giving Pledge letter. “When God blesses you financially, don’t raise your standard of living. Raise your standard of GIVING.”

-- Melissa Moy

Eye On Sports Philanthropy: Serena Williams Courts Equity in Education
August 31, 2016

(Melissa Moy is special projects associate for Glasspockets.)

Serena Bio PhotoSerena Williams dominates the tennis court but few may know about her philanthropic efforts that target social justice issues.  

As one of the world’s greatest tennis players, Williams tied Stefi Graf’s record earlier this year with 22 Grand Slam singles titles.  Among active male and female players, Williams holds the most major singles, doubles and mixed double titles with a record 38 major titles: 22 in singles, 14 in women’s doubles and two in mixed doubles. 

Now the Olympian philanthropist is focused on winning the U.S. Open title after an unexpected upset at the Summer Olympics in Rio de Janeiro, where she had hoped to defend her 2012 gold medal victory in London.  Williams and her older sister Venus Williams also lost the first round in doubles – another upset because the duo had a 15-0 Olympic record and three gold medals in doubles.

Serena Game - Slate
Source: Slate

 Breaking Barriers

The Williams sisters grew up in Compton, CA, where poverty and gang violence is common.  Their father Richard Williams coached the young girls at some of the city’s roughest public parks where gang members hung around the courts. 

“I’m a black woman, and I’m in a sport that wasn’t really meant for black people.”

The Williams family eventually moved to Florida in search of better training opportunities for the girls.  In 1992, Richard Williams shared his hopes that his girls would one day win at the U.S. Open and Wimbledon and inspire other Compton children and gang members that “they could do it.”

The sisters have broken barriers as female, African American athletes from a poor community who have exceled in a sport that is not known for its diversity.  White athletes, especially men, typically have more recognition, money and star power.  Additionally, sports like tennis and golf are often perceived as exclusive due to the cost of equipment, court and tee fees.  This financial disparity is consistently identified as a significant barrier that impedes multicultural players from getting into the sport, according to the United States Tennis Association.

Powerful and Personal Philanthropy

Off the court, the 34-year-old tennis star has focused her philanthropy on equal access to education and helping individuals and communities impacted by violence. 

Serena & Students - StandingAn opportunity arose when she first visited Africa in 2006 as part of a UNICEF health campaign, and in 2011, Williams became a UNICEF Goodwill Ambassador.  Over the years, she has participated in multiple education initiatives that build schools in Africa and improve global education opportunities for disadvantaged children. 

The Michigan native has supported several UNICEF campaigns, including the World’s Largest Lesson, an initiative launched in 2015 to teach children in more than 100 countries about the Sustainable Development Goals; the 1 in 11 campaign that focuses on extending educational opportunities to marginalized children since 1 out of 11 children globally are not in school; and the Schools for Africa program, which raises awareness about UNICEF’s mission to provide quality education for the most vulnerable children. 

Through the Serena Williams Fund (SWF), Williams has also partnered with Hewlett Packard to build a school in Kenya as well other local organizations in Africa to open schools in Uganda, Zimbabwe and Jamaica.

Williams has made it a priority to fight for equity in education. “Now, sometimes in Africa they send only the boys to school,” Williams wrote in her Wired guest editorial. “So we had a strict rule that our schools had to be at least 40 percent girls. It was impossible to get 50-50 boys to girls, and we really had to fight for 60-40. But we got it… And hopefully my next school will be 50-50.”

Serena Kids Group Photo Africa
SWF also gives education grants to Serena Williams Scholars through a partnership with Beyond the Burroughs National Scholarship Fund, which gives scholarships to students “who have the drive to succeed but even with loans and other grants still fall short of reaching their dream to attend college.”

Another SWF priority – and perhaps the most personal one – is supporting victims and families of gun violence through The Caliber Foundation.  Williams has a personal stake in ending senseless violence since it is a “cause close to her heart.”  In 2003, Williams’ older half-sister Yetunde Price was shot and killed in Los Angeles.

Making Her Mark

Williams was the Sports Illustrated’s 2015 Sportsperson of the Year.  She was #55 on Forbes Magazine’s Power Women list in 2010.  In 2016, Forbes named her #40 on its World’s Highest-Paid Athletes list with $8.9 million salary/winnings and $20 million in endorsements, up from #47 in 2015.  For the last 12 months, she has also been the world’s highest-paid female athlete.  Over her career, she has earned $78 million.

Serena Wired COVER PhotoThe elite athlete continues to be a trailblazer.  In Wired Magazine, Williams shared her hopes for seeing “more women and people of different colors and nationalities” in sports as well as the Silicon Valley.  She added, “I’m a black woman, and I’m in a sport that wasn’t really meant for black people.”

Beyond philanthropy, Williams is leveraging this celebrity and influence to address issues she cares about.  She has spoken out against racism and pay disparity for minority athletes, and along with other African American athletes, she has vocally supported the Black Lives Matter movement. 

For Williams, philanthropy is personal.  She is focused on giving back in ways that address the inequities she experienced first-hand.  If her passion for philanthropy is anything like her focused drive and talent in tennis, she will leave a great footprint and an even better blueprint for future generations.

--Melissa Moy

Eye On: Giving Pledger George Lucas
December 18, 2015

(Melissa Moy is special projects associate for Glasspockets. For more information about George Lucas and other Giving Pledgers, visit Foundation Center's Eye on the Giving Pledge.)

George Lucas PhotoThe Force may not necessarily guide George Lucas’s philanthropic interests but it certainly has helped fund and spur his efforts to elevate education, arts and film, and healthcare and human services.

Lucas has leveraged his wealth from the enormously popular Star Wars franchise – he directed, produced, and wrote the first three movies in the series – into a series of philanthropic investments, many of them focused on education. 

Star Wars: The Force Awakens, the seventh installment in the Star Wars saga, launches today.  Although Lucas only served as a creative consultant for the J.J. Abrams-helmed film, his fingerprints on the long-awaited blockbuster are evident and ticket sales for its opening weekend are likely to set records.

George Lucas:

  • Film director, writer, and producer
  • Best known for the Star Wars and Indiana Jones franchises
  • Founder of Lucasfilm, Industrial Light & Magic, and Pixar
  • Modesto, California native
  • Founded the George Lucas Family Foundation in 2005 ($1.1 billion in assets)
  • Personal net worth estimated at more than $5.3 billion

Building a Legacy

Over the decades, the epic intergalactic tales of clashing Jedi and Sith in “a galaxy far, far away” have achieved cult status and, thanks to a licensing and merchandising empire running the gamut from T-shirts, toys, and books to gaming and other collectibles, earned Lucas a devoted multi-generational  following – and a sizable fortune.

Lucas has used that fortune to support various organization and initiatives in the areas of education, art and culture, and civic and human services. He’s even building and endowing his own museum in Chicago, the Lucas Museum of Narrative Art, that will be dedicated to storytelling and the evolution of the moving image. 

At one point, Lucas had considered San Francisco’s Crissy Field, historically the “front door” of the Presidio (now Golden Gate National Recreation Area), as a museum site. Negotiations with the Presidio Trust broke down, and Lucas eventually decided to build the museum in Chicago, where his wife, Mellody Hobson, was born. 

 

“Our education system (is) little better than an assembly line, with producing diplomas as its only goal.”

Slated to open in 2018, the museum will be built on vacant lots between Soldier Field and McCormick Place, near the city’s famous lakefront Museum Campus (home to the Shedd Aquarium, Field Museum, and Adler Planetarium), and will house a portion of Lucas’s personal collection, which is valued at $1 billion.

Lucas, 71, amassed the bulk of his $5.3 billion fortune when he sold his film and television production company Lucasfilm to the Walt Disney Company in 2012 for a reported $4.05 billion.

The original home of the Star Wars franchise, the legendary company also produced the popular Indiana Jones franchise (on which Lucas partnered with his friend Steven Spielberg) and was where the acclaimed animated film studio Pixar, producer of mega-hits such as Toy Story, Finding Nemo, and Cars got its start as Graphix Group, a Lucasfilm computer division.

Early Life and Career

Lucas graduated in 1967 from the University of Southern California, where he often hung out with a young Stephen Spielberg, then a film student at nearby California State University, Long Beach.

After returning to USC as a graduate film student, Lucas had some early success with a short film and, in 1969, was one of the cameramen on Gimme Shelter, the award-winning Rolling Stones concert film by Albert and David Maysles. He then co-founded his own studio, American Zoetrope, in 1971 with up-and-coming filmmaker Frances Ford Coppola. His first feature film for the studio (an adaptation of his earlier short film) flopped, and eventually Lucas decided to go out on his own. In 1973, he founded Lucasfilm and directed American Graffiti (1973). Inspired by Lucas's teen years growing up in Modesto, California, the film featured a young Richard Dreyfus, Ron Howard, and Harrison Ford. The film received rave reviews and five Academy Award nominations, including Best Picture. 

Lucas’s subsequent projects would include Star Wars (1977), The Empire Strikes Back (1980) and Return of the Jedi (1983).  In the 1980s, he primarily served as a producer or executive producer on other people’s films, including Body Heat (1981), Labyrinth (1986), and the animated film The Land Before Time (1988). He then teamed up with Spielberg for the Indiana Jones trilogy, reuniting with Harrison Ford (who had starred as Han Solo in Star Wars and played the title role in the Indiana Jones movies). Although he didn't write the Star Wars prequel trilogy, Lucas returned to direct The Phantom Menace (1999), Attack of the Clones (2002), and Revenge of the Sith (2005).

Philanthropic Efforts – Prioritizing Education Reform

Although Lucas has been relatively quiet about what inspires his philanthropy, he has articulated why he selected education as his chief giving priority. After Lucas and Hobson were among the first people to sign on to Warren Buffett and Bill and Melinda Gates’ Giving Pledge campaign, Lucas, wrote in his Giving Pledge letter: “It’s scary to think of our education system as little better than an assembly line with producing diplomas as its only goal. Once I had the means to effect change in this arena, it became my passion to do so — to promote active, life-long learning.”

“We need to promote critical thinking and emotional intelligence,” he added. “We need to focus on building an education system that promotes different types of learning, different types of development, and different types of assessment. We have an opportunity and an obligation to prepare our children for the real world, for dealing with others in practical, project-based environments.”

Even before he became a Giving Pledger in 2010, the Modesto native had regularly given large gifts to his alma mater, the University of Southern California, including one of his largest gifts, $175 million, to support initiatives at the film school. In October, Variety reported that $10 million of that gift will be used to provide financial support to African American and Hispanic students at the USC School of Cinematic Arts.

Over the years, Lucas also launched half a dozen foundations, most of which are aimed at enhancing education via the development of innovative teaching models and the dissemination of best practices. The largest of these are the George Lucas Family Foundation and the George Lucas Educational Foundation (GLEF). 

GLEF works in conjunction with Lucas’ online think tank and operating foundation, Edutopia, to share and promote educational innovations, including cooperative and project learning; mentorship; parental involvement; and technological advances.  As an operating foundation, Edutopia runs its own programs and does not engage in grantmaking.

“Our goal has been to showcase bold successes and inspire others to further increase the appetite for education,” Lucas said of GLEF and Edutopia. “Our hope is that administrators, teachers, and parents will see the power of these collective efforts and join the fight for wider reforms.”  

“It became my passion…to promote active, life-long learning.”

According to 2013 tax returns, the George Lucas Foundation distributed nearly $18.6 million to 161 organizations in the United States, including nonprofits in California, New York, and Washington, D.C.  Although several of the recipients are based in Los Angeles, the majority are located in Northern California, primarily in the San Francisco Bay Area, where Lucas’s former companies are based.

The largest foundation gifts - $5.9 million, $2.8 million, two gifts of $2.1 million and $1.4 million - were all given to support USC’s Phase III expansion of the School of Cinematic Arts.  The foundation also awarded general support grants of $525,000 and $11,600 to GLEF; $250,000 to the Film Foundation – Los Angeles; $200,000 to the Film Foundation – New York; $100,000 to the Center for the Education of the Infant Deaf in Berkeley, California; and $25,000 to the Brady Center to Prevent Gun Violence in Washington, D.C.

Also in 2013, dozens of San Francisco-based education, arts and health and human services organizations received smaller grants and donations, ranging from $500 up to $25,000, including the San Francisco AIDS Fund/Breast Cancer Emergency Fund’s Trivia Night Fundraiser ($25,000) and the San Francisco Film Society ($25,000). 

In addition, the IRS returns reveal that the foundation has approved $135.5 million in future payments.  The largest portion of that, $100 million, will bolster the Bill & Melinda Gates Foundation’s support for the Global Polio Eradication Initiative. 

Other large future gifts include $25 million to the University of Chicago; $9 million to USC to endow three new faculty chairs in the cinematic arts; and $1 million to the Smithsonian Institution’s National Museum of African Art. 

Lucas’ smaller foundations: the AEL, JWL and KRL foundations (likely named for his oldest children) each distributed a modest $20,000.

What’s next for the brilliant filmmaker, entrepreneur, and philanthropist?  As Lucas himself puts it: “As humans, our greatest tool for survival is our ability to think and to adapt — as educators, storytellers, and communicators our responsibility is to continue to do so.”  

We look forward to the convergence of Lucas’s passion for storytelling and philanthropy, and we look forward to learning more about his expanding philanthropic interests.

--Melissa Moy

Living Up to a Legacy of Glass Pockets
November 5, 2015

(Deanna Lee is chief communications and digital strategies officer at Carnegie Corporation of New York.)

Deanna LeeWhat does a website redesign have to do with “glass pockets?” For Carnegie Corporation of New York—whose mission is to promote the advancement and diffusion of knowledge and understanding—it goes far beyond a general use of the Internet to transmit information. “Glass pockets” is a defining principle of who we are, and thus a defining principle that has guided our entire web redesign process.

First, some background. In the 1950s,  Carnegie Corporation chair Russell Leffingwell testified before Congress that “foundation[s] should have glass pockets,” allowing anyone to easily look inside them and understand their value to society.  A legacy of transparency connected to dissemination continued through Corporation president John Gardner, who advocated for energetic dissemination of activities, to current president Vartan Gregorian, who has emphasized our “legacy of glass pockets” as an ideal and a guidepost for “communicating as clearly and in as much depth as possible how the Corporation conceives of its mission.”

Today’s digital landscape means that we can realize this—reaching and engaging more people, with more information about what we do—as never before. We think of web channels, tools, and design, not as new, “disruptive” technologies, but rather as evolving (and exciting!) opportunities to realize a 100-plus year-old mission.

And so, the redesign process for Carnegie.org began with a largely internal branding exercise to further define our longstanding mission. With the great folks at Story Worldwide, we articulated a core narrative with “pillars” or key principles, including a sense of stewardship to the legacy of Andrew Carnegie, a focus on expert knowledge, a “selfless” emphasis on program grantees and their work, and a commitment to serving as a convener of grantees in like areas of knowledge, and of knowledge-based communities.  These organizational principles were central to how design firm Blenderbox went on to imagine and develop the website layout and user experience.

At the same time, we conducted surveys and interviews with multiple stakeholders and audiences about the old site. As Chris Cardona of the Ford Foundation has written on the Glasspockets blog, we have to be open to failure, and be willing to look at what works and what doesn’t.  Also important, as emphasized in Glasspockets’ transparency indicators, is sharing the results.

What wasn’t working? People said they did not have a clear sense of our program areas.  With information and stories ranging from international peace and security to voting rights to standards in K-16 education all “mixed together,” they found it difficult to delve into their areas of interest.  Also, grantees wanted to be able to connect with peers, and to learn about each other’s activities.

This is why the new Carnegie.org immediately presents a clear depiction of our core program areas (arranged, in homage to Andrew Carnegie, like library book spines). 

1-600px
 

Each program folds out into a preview of a mini-site, with separate subdomains or “hubs” for Education…Democracy…International Peace and Security…and Higher Education and Research in Africa. 

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Enter a program hub, and a simple layout shows the overarching goal of the program and its focus areas (or, in terms of Glasspockets indicators, grantmaking priorities).

Beyond that, each program boasts its own flavor and kinds of content that emphasize those mission pillars—expert knowledge, convening, an emphasis on grantees, and stewardship of our history:

3-600pxInternational Peace and Security currently features commentary on this policy question of the day: Should the U.S. cooperate with Russia on Syria and ISIS? Answers are “convened” as a compendium of multiple grantee experts, scholars, and policymakers—a forum bringing together leading worldwide thinkers and opinions. 

Education features an interactive, multimedia presentation (we call it a Fable) on STEM education—showcasing our historical work on math and science education, including Carnegie Commission reports that set the framework for today’s Next Generation Science Standards, and visual case studies of grantees like Chicago’s Museum of Science and Industry.

Democracy’s Fable takes an extensive look at the 50th anniversary of the Voting Rights Act. Plus, at a time when nearly one in four Americans is not registered to vote, we wanted to convene communities and engage the public with our grantees’ work.

4-600px“Your Vote—Your Voice” showcases tiles of leaders of the New Americans Campaign weighing in on why it's important for recently naturalized citizens to vote. 

Good digital strategy also employs community, in the form of partnerships. We’re pleased to have worked with TINT to convene live social media compilations, including the feeds of more than 40 partners of National Voter Registration Day. And, a Genius version of the Voting Rights Act allows for annotations by experts at the Brennan Center for Justice and others.

Finally, we at the Corporation are, first and foremost, stewards of Andrew Carnegie’s legacy. Nearly 10 percent of visitors to our old site came for biographical information about him. To meet their needs more fully and to meet our mission, our Andrew Carnegie Fable includes embeddable elements key for students preparing multimedia presentations, with timelines, quotations, audio and film of Carnegie, infographics on his wealth, and connections to our family of 26 Carnegie institutions worldwide.

This is just the beginning. We’ll soon unveil features allowing program officers to share their experiences, video forums, and more.  It all comes down to glass pockets—using information and the presentation of information to openly share how we meet our mission responsibilities of serving as convener and champion of expert knowledge and change-making grantees. Carnegie.org aims to clearly present our intent, our priorities, and our work, and most of all to be a living—and evolving—expression of our mission to advance and diffuse knowledge and understanding.

--Deanna Lee

Glasspockets Find: The Lumina Foundation's Annual Report
July 23, 2014

(Eliza Smith is the Special Projects Associate for Glasspockets at the Foundation Center-San Francisco.)

6a00e54efc2f80883301a511bd210d970cThe Lumina Foundation, an educational achievement-focused philanthropy, has set an ambitious goal: they want to leverage their "outcomes-based approach" to increase "the proportion of Americans with high quality degrees, certificates, and other credentials to 60 percent by 2025."

Thanks to the clarity and specificity of the goal, as I read through the Foundation's annual report, A Stronger Nation through Higher Education, I started to see Goal 2025 as a truly achievable milestone. The Foundation has been issuing Stronger Nation since 2009. While it presents a great number of statistics, it's surprisingly accessible. This is due in great part to its design:  which manages to be data-rich yet still retain a feeling of accessibility and flow.  

The Foundation has been issuing Stronger Nation since 2009. While it presents a great number of statistics, it's surprisingly accessible. This is due in great part to its design:  which manages to be data-rich yet still retain a feeling of accessibility and flow.

Rather than begin with a letter from leadership, the introduction begins with a compelling graphic "tracking the trend" of the rising percentage of the population that has earned at least an associate's degree. The graphic charts the upswing here, rising from  37.9 percent of the population that met this achievement level in 2008  to 2012, with 39.4 percent of the population  attaining a degree. Yes, the increments are small, but the increase each year is constant and encouraging.

Lumina-report-2014-07
Read the report»
What may be most helpful to those interested in regional trends and community needs is that the report then outlines each state's progress in the area of higher education attainment. There is a summary, followed by  graphics that demonstrate the state's progress towards Goal 2025. Pie charts offer percentages of the population with educational levels ranging from "less than ninth grade" to "graduate or professional degree." There's a breakdown of these statistics across specific population groups.. There's also a graph illustrating the path to Goal 2025 attainment. They even breakdown degree achievement by county. Everything is clear, concise, and quite convincing.

Yes, Goal 2025 is ambitious. But the Lumina Foundation is demonstrating a commitment to transparency practices by openly sharing the progress of its goal, as well as its obstacles, incremental achievements, and  next steps. Lumina's annual report is the gateway to understanding how they intend to achieve Goal 2025 and provides a framework for others to consider when grappling with how to measure progress toward philanthropic goals.​

-- Eliza Smith

Glasspockets Find: MacArthur Foundation Videos Illuminate Program Strategies
September 18, 2013

(Rebecca Herman is Special Projects Associate for Glasspockets at the Foundation Center-San Francisco.)

We all can't be experts in every field—but we can communicate in ways that makes our intentions clear. Let's say you hear that a foundation is interested in the same issue your work is addressing: girls' education. But girls' education could refer to subsidizing pre-kindergarten in the U.S., awarding college scholarships for young African women, researching improved STEM education, or any number of other programs. The trick to understanding a foundation's goals is to get down to the specifics, without getting lost in a morass of jargon or hours of research.

The MacArthur Foundation is experimenting with using video to explain their program strategies, including Investing in Girl's Secondary Education in Developing Countries. In this four-minute video we are given an explanation of the program goals, why the foundation has chosen to concentrate on this specific need, and the larger global initiatives that tie in to their program strategy:

Watch the video»

A strength of video as a communications tool is that the visuals illustrate the foundation’s values, bringing their program goals to life. Another virtue is that the delivery of the information is usually a personal narration told in straightforward language. We all have read our share of foundation strategy documents that seem written only for specialists. On camera, people are less likely to speak in academic lingo—making it is easier for the program staff to convey their passion for the issue, and thus easier for those on the outside to see and understand what is going on inside foundation portfolios.

In this MacArthur Foundation video, Jorgen Thomsen, Director of the Conservation & Sustainable Development program, explains what excites him about their current strategy and how it builds on and diverges from previous areas of focus:

Watch the video»

Which foundations have excelled at producing videos that illuminate their specific program goals? Let us know at glasspockets@foundationcenter.org.

-- Rebecca Herman

Glasspockets Find: 2013 Annual Letter from Bill Gates
February 12, 2013

Gates Foundation Annual Letter

In previous annual letters, Bill Gates has highlighted the power of innovation to reduce global hunger, poverty and disease, and improved educational outcomes in the U.S.  In the fifth Annual Letter from Bill Gates, he notes that any innovation will fall short if it cannot reach the people who will benefit from it.  That’s why he shifts his attention this year to examine how innovations in measurement are essential to discover better ways to deliver the solutions that the Bill & Melinda Gates Foundation seeks to push forward.

“You can achieve amazing progress if you set a clear goal and find a measure that will drive progress toward that goal…”

Throughout the letter, Gates provides examples from the foundation’s experience that may inspire others to think critically and honestly about choosing the proper measurement to better gauge whether progress is happening—and, if not, what adjustments might make sense.  In northern Nigeria, he describes how digital technology has vastly improved the ability to map the distances between villages so that polio vaccine can more effectively be distributed to children at risk for the disease.

In Ethiopia, well-stocked health clinics have been set up in the vast rural stretches where most of the people live, enabling, among other successes, a significant reduction in the rate of child mortality and an increase in vaccination coverage.  Unlike ten years ago when it was unusual to document a child’s birth or death in rural Ethiopia, today there are much better official records that provide data to track progress and allow for adjustments to be made in order to address remaining—or new—needs.

In Colorado, the foundation initiated a project in 2009 to better understand how to build an evaluation and feedback mechanism to help teachers improve.  Final results of this project were announced last month, concluding that there are “observable, repeatable, and verifiable ways of measuring teacher effectiveness.”  The lessons learned may be used to improve teacher education which may open doors to re-creating a much more effective education system in this country.

Gates, in closing, expresses an overall sense of optimism, but shares two challenges that most concern him for accelerating progress over the next 15 years: the possibility that sufficient funds will not materialize for essential global health and development projects and that agreement will prove elusive in identifying clear goals to help the world’s poorest.

The 2013 Annual Letter from Bill Gates serves as a reminder to us all of both the importance of measurement and the challenge of determining the right things to measure to make transparent the difference we are making in the world.

To read or download the letter, click here.

 -- Mark Foley

Glasspockets Find: Lumina Illuminates Its Own Strategic Planning Process
January 16, 2013

Lumina Foundation

Four years ago, Lumina Foundation launched its first four-year strategic plan based on Goal 2025. The goal was to make it possible for 60 percent of Americans to obtain a high-quality postsecondary degree or credential by 2025, to produce the skills set that the nation would demand for a vibrant 21st century economy. Four years on, Lumina has just released its 2013-2016 Strategic Plan.

Transparency is a concept that works best when the benefits are (at least) two-directional. Lumina Foundation is well aware that it cannot achieve Goal 2025 on its own. It can, however, serve as a catalyst for action. Its new strategic plan reflects key lessons learned over the past four years and defines two primary imperatives: mobilizing to reach Goal 2025 and designing and building a 21st century higher education system. At current rates, the nation will fall 23 million degrees and credentials short of Goal 2025. The new plan includes strategies to jumpstart access and success in education beyond high school by focusing on critical segments of society and by engaging key stakeholders including employers, institutions of higher education, and local, state, and federal policymakers.

Mobilizing to Reach Goal 2025

Explore Lumina Foundation's strategic plan»

With a series of short video clips that can be easily shared via social media, Lumina breathes life into what might otherwise be just another routine strategic plan. By taking a periodic evaluation of progress made and plans for next steps - and publicly sharing this information in a compelling manner - the foundation is encouraging its partners, and potential partners, to keep up the good fight and better positioning itself for ultimate success.

A three-page executive summary of the 2013-2016 Strategic Plan is now available. The full plan will be available to download in the coming weeks.

Do you know of examples you’d like to share that illustrate how transparency can help achieve strategic goals?

 -- Mark Foley

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About Transparency Talk

  • Transparency Talk, the Glasspockets blog, is a platform for candid and constructive conversation about foundation transparency and accountability. In this space, Foundation Center highlights strategies, findings, and best practices on the web and in foundations–illuminating the importance of having "glass pockets."

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