Transparency Talk

Category: "Webinars" (10 posts)

Upcoming Webinar—Going Public:Overcoming the Foundation Transparency Challenge
November 21, 2017

Make greater foundation transparency part of your New Year’s resolution! United Philanthropy Forum and Foundation Center are offering a free webinar on December 7th that will share strategies and tools for creating greater openness at yourr foundation.

Foundation Center’s Janet Camarena, Director of Transparency Initiatives, will explain how greater transparency sets the stage for more effective grantmaking.  She will highlight powerful and free tools that grantmakers can use to assess and improve transparency practices.

The webinar, Going Public:Overcoming the Foundation Transparency Challenge, will also highlight helpful peer examples and address challenges that can arise on the road to greater transparency and accountability in philanthropy.

Don’t miss out on this helpful webinar!

Click here to register for the 12/7 Webinar, 2-3 p.m. EST.

No Moat Philanthropy Part 4: Beyond the Transactional
October 5, 2017

Jen Ford Reedy is President of the Bush Foundation. On the occasion of her fifth anniversary leading the foundation, she reflects on efforts undertaken to make the Bush Foundation more permeable. Because the strategies and tactics she shares can be inspiring and helpful for any grantmaker exploring ways to open up their grantmaking, we are devoting our blog space all week to the series. This is the fourth post in the five-part series.

Reedyjenniferford-croppedWe have a grantmaking model that is based on the belief that, if we do it right, we will create more good by what we inspire than by what we directly fund. Principle #4 and #5 of No Moat Philanthropy are directly related to this, how connecting and sharing with others can advance your foundation’s mission.

Principle #4: Value every interaction as an opportunity to advance your mission

Our tagline and our strategy are one and the same: We invest in great ideas and the people who power them. We know that the only way anything happens is through people. Any place or field, therefore, is limited by the ambitions and the skills of the people in it.

The Bush Fellowship has been a flagship program of the Foundation for decades. We hear repeatedly from Bush Fellows that the experience changed what they thought was possible in their life and career. With the Bush Fellows program as our source code, we’ve been working for the past five years to ensure that all of our programs have the same effect. How can we encourage people to think bigger and think differently? How can we be a force for optimism?

This notion of a foundation being a force for optimism is not an obvious one. After all, we mostly tell people no. Last year, 95 percent of people who applied for the Bush Fellowship did not receive one. We’ve worked diligently to make sure all applicant interactions with us are helpful and encouraging, regardless of grant or fellowship outcome. And our surveys suggest the work is paying off. For example, 79 percent of declined Bush Fellowship applicants said the process increased their beliefs that they can accomplish “a lot.”

“If we do grantmaking right, we will create more good by what we inspire than by what we directly fund.”

To have this impact with each applicant, we:

Operate hotlines to speak with Bush staff. For our open programs, we have established hotlines for potential applicants. We will speak with people as many times as they desire to provide coaching on their idea or proposal. For applicants, this is a way to clearly understand what we are looking for and to vet ideas with us. For Bush staff, this is a way to provide coaching and encouragement to strengthen proposals and to influence activities beyond those we fund.

Give feedback about declined applications. We offer feedback to declined applicants for our major grant and fellowship programs because we see this as another valuable opportunity to provide coaching and encouragement. We have also witnessed applicants using the feedback to improve their plans and proposals, which benefits both them and us. This two-way dialogue also allows applicants to share how we can improve the process for them.

Find ways to support declined applicants. In the course of our processes, we learn about far more amazing people and organizations than we can actually fund. Therefore, we try to find ways to be useful to more than just the limited number of accepted applicants. For example, we consider declined Bush Fellowship finalists to be part of our “Bush Network” and invite them to bushCONNECT. We also provide declined Bush Prize finalists with a $10,000 grant. In our hiring process, we offer unsuccessful finalists the chance to meet with our hiring consultant for an individual coaching session. In addition, across all our programs and operations, we try to craft our applications and our processes so that the experience of applying adds value to an applicant’s thinking and planning.

Every interaction is an opportunity to influence and be influenced.  Every interaction is an opportunity for shared learning. And that brings me to our fifth and final principle…

Bush-altlogo-color Principle #5: Share as you go.

In the past five years, we’ve been working to get more of what we are thinking — and learning — out to the community. This has required adjusting our standards and prioritizing just getting something out, even if it is not glossy and beautiful. It has required a new, shared understanding with grantees and Fellows that their reports and reflections will be public, so as many people as possible can benefit from their experience. It has required designing our internal work — like strategy documents for the Board — with external audiences in mind so they are ready to share.

We believe that if we do it right, we can have as much and potentially more impact from sharing the stories and spreading the lessons from our grantees and Fellows as from the investments themselves. This belief is at the heart of all our communications (see learning paper: “Communications as Program”) and is also reinforced with specific tactics such as:

“We potentially have more impact from sharing the stories and spreading the lessons from our grantees and Fellows.”

Post grantee reports on our website. We introduced “Learning Logs” to make grant reports public, and we hope, to give them life and utility beyond our walls. We refer prospective applicants to relevant learning logs as they craft their proposals, and we hear from applicants that they have indeed learned from them. Grantees and Fellows also share that they read one another’s Learning Logs as a way to get new ideas for overcoming barriers.

Share lessons along the way. We are publishing learning papers (like this one) as we believe we have something useful to share. We intended this to lower the bar of who, when and how we share. Our learning papers are not beautiful. Most of them are not based on statistically significant evaluation methodologies. They simply document a staff effort to process something we are working on and to share our reflections.

Tie evaluation to audience analysis. We invest heavily in external evaluations of our work, but in doing so we have found that the end-product is often only useful to our staff and key stakeholders. Consequently, we introduced a different approach to thinking about evaluation with a sharing mindset. We use a framework to identify the audiences who might care about or benefit from the lessons of an evaluation, what questions are relevant to each group, and what form or output would be most useful to them.

Webinar to the max. Webinars are not a particularly novel activity; however, we view them as a core tool of permeability. We host a webinar at the beginning of every application period for Grant and Fellowship programs to explain the process and what we are looking for. We also host them when we have a job opening to discuss the role and what it is like to work here. We host them annually for our Foundation initiatives to explain what we are up to and where we are headed. Most webinars feature a staff presentation followed by an open Q&A with videos archived on our website for anyone who missed it.

If you’ve been reading this series all week, you might be wondering when I’m going to get to the downsides of No Moat Philanthropy. All new approaches have their pain points.  So, come back tomorrow and I’ll share our pain and why we believe it is worth it.

--Jen Ford Reedy

Free Webinar: What Story Does Your 990 Tell About Your Foundation?
September 22, 2016

What does your foundation’s 990 say about the organization? 

Now that the IRS has started releasing e-filed Forms 990 and 990-PF as machine-readable, open data is available to the public. While this move will spur transparency and openness in the philanthropy field, foundation leaders may be uncertain of how open data and potential public scrutiny of philanthropy may impact foundation programs, staffing and investment management. 

Glasspockets recently partnered with the Communications Network to offer an insightful webinar on the Form 990’s potential risks and vulnerabilities, as well as how to use Form 990 to share the work of your organization. 

The webinar highlights the types of information included on the 990-PF, how the 990-PF data is being used now and in the future, and recommendations on how to communicate your foundation’s work through the 990-PF.

Check out this great webinar!

The Next Generation of Nonprofit Data Standards
May 2, 2016

(Jacob Harold is president and CEO of GuideStar and Brad Smith is president of Foundation Center. Join Harold and Smith for their webinar, How Data Standards Can Help Save the World, on May 12 at 2:00 pm EDT. In the webinar, Harold and Smith will discuss the ways data standards are already improving the grantmaking process for both funders and grantees. They'll also address how foundations can participate in these initiatives and promote a better information system for the sector. See you there! This post first ran in PhilanTopic.)

Our current moment in the human story is often called the age of information. And indeed, we are too-often overwhelmed by the torrent of data coursing through our lives. As a society, we have developed many tools to organize the information we rely on every day. The Dewey Decimal System helps libraries organize books. UPC codes help stores organize their products. Nutrition labels help to present information about food ingredients and nutritional value (or lack thereof) in a way that's consistent and predictable.

Data Standards Image-600wi
The nonprofit sector has also relied on data standards: we use the government's Employer Identification Number (EIN) to identify individual organizations. The National Taxonomy of Exempt Entities (NTEE) is used by many — including GuideStar, Foundation Center, and others — to help reveal the diversity of the nonprofit community, guide funding decisions, and foster collaboration.

But just as other information systems have continued to evolve so must ours. When the Dewey Decimal System was developed in 1876, Melvil Dewey could not have imagined Amazon.com, e-readers, or Goodreads.com. Similarly, the EIN/NTEE framework is simply not enough to explain, organize, and share the complex story of nonprofits.

So we are glad to share the news that a new generation of social sector data standards is emerging. These can help us all do our work better, making smarter decisions while saving time to focus on that work.

There a several standards that are important, but we'd like to direct your attention to four:

Standard

Description

History

BRIDGE

A unique identifier for every nonprofit organization in the world.

A joint project among GlobalGiving, Foundation Center, GuideStar, and TechSoup Global.

Philanthropy Classification System

A taxonomy that describes the work of foundations, recipient organizations, and the philanthropic transactions between them.

Led by Foundation Center, with significant input from hundreds of stakeholders.

GuideStar Profile Standard

A standardized framework for nonprofits to tell their own stories. Used by more than 100,000 nonprofits.

Includes the five Charting Impact questions (developed in partnership with Independent Sector and the BBB Wise Giving Alliance). GSPS feeds the GuideStar for Grants system that was developed as part of the Simplify Initiative in partnership with the Technology Affinity Group.

eGrant/hGrant

An easy way for foundations to share the grants they make in near-real time.

Over 1,200 foundations use eGrant to report their grants data to Foundation Center and 19 foundations publish their data in open format through the Reporting Commitment.

This list is by no means comprehensive — other standards are also important, including but not limited to IATI and PerformWell. Others, such as XBRL or LEI, could become important for the field. But for now, we urge the nonprofit sector to understand these four standards and, where possible, to adopt them for your own use.

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It is worth noting that we in the nonprofit sector use the word "standards" in two distinct ways. First, there are "practice standards" that work to define excellence. The BBB Wise Giving Alliance Standards for Charity Accountability or Independent Sector's Principles for Good Governance and Effective Practice fit this definition. Practice standards are a powerful way to help define and promote good practices.

But here we're pointing to "data standards" that are simply a way of organizing information in a consistent format to make it more useful. Both practice standards and data standards exist to help us do our work better. Neither guarantee excellence, but in different ways they help us drive toward excellence.

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As a field, we need to absolutely minimize the amount of time we spend managing data — and maximize the time we spend solving problems. Think of these standards as enablers to help us do just that, and do it at scale.

--Jacob Harold and Brad Smith

Capacity Building for the Greater Good
April 13, 2015

Come on a journey to build your own strategic capacity and learn to support grantees' capacity, too. 

On Wednesday, April 29, Foundation Center vice president for strategic philanthropy Lisa Philp will demo the new Foundation Maps Professional 2.0 and show how data can inspire smarter learning and decision making.

Then director of GrantCraft at Foundation Center Jen Bokoff and David and Lucille Packard Foundation organizational effectiveness and philanthropy director Kathy Reich will discuss aspects of the recent GrantCraft publication Supporting Grantee Capacity: Strengthening Effectiveness Together to explore how foundations can be thoughtful about capacity building investments with grantees. 

Attend in-person in our San Francisco office, or via LiveStream. 

Webinar TOMORROW: The PDF is the Enemy
December 1, 2014

Pdf-enemy-icon1Join us tomorrow—Tuesday, December 2, 1:00pm EST—for the Communication Network’s webinar, The PDF Is the Enemy. Speakers include Amy Ngai, partnership and training director at the Sunlight Foundation, and Foundation Center presenters,  Janet Camarena, director of  the Center's San Francisco regional office and leader of the Glasspockets initiative, and Gabi Fitz, director of the Center’s knowledge management initiatives and co-founder of IssueLab.

Presenters will weigh in on the shortcomings of this file format, which because it “locks” content, is not conducive to data sharing or usability. The program will also demonstrate how to make PDFs more usable and reasons why we should share, make open, and reuse data in the social sector.

This webinar is the second in the Communication Network’s Open Data for the Social Sector series. Please register here. The webinar will last an hour and is free. 

View Funder Transparency Session at Philanthropy New York Now
August 26, 2014

On July 21, 2014, Philanthropy New York held a panel on the benefits of funder transparency. Jen Bokoff of GrantCraft led the conversation, which included: Janet Camarena, project lead of Glasspockets; Sharon Alpert; vice president of programs and strategic initiatives at the Surdna Foundation; and Hope Lyons, director of program management at the Rockefeller Brothers Fund.

Logo-retinaThe panelists weighed the opportunities and challenges of foundations becoming more accessible, and also shared examples of best practices, including how and why to share program and grantee assessments.

A video of this session is now available on Philanthropy New York’s website.

Let us know if your foundation has been inspired by the ideas presented in this video, or if you have effective transparency practices to share. 

WINGS Webinar now available on Global Philanthropic Transparency Trends
August 20, 2014

We often get asked if Glasspockets is just for U.S.-based foundations. The reality is that any foundation can use our “Who Has Glass Pockets?” assessment tool to assess and improve transparency practices, and in addition to the U.S., the assessment has been used by foundations in Africa and Latin America and we hope more will consider its use. 

WINGS logoWe recently had a chance to promote this and other transparency tools at a recent global program. The Worldwide Initiatives for Grantmaker Support (WINGS), a global nonprofit that “brings together associations and support organizations serving philanthropy in more than 50 countries around the world,” recently called on Janet Camarena of Glasspockets to join global philanthropy colleagues to talk about foundation transparency and accountability trends as part of a webinar featuring WINGS member transparency tools and initiatives. Other featured speakers included Maria Carolina Suarez, executive director of the Association of Corporate Foundations in Colombia (AFE) and Natasha Ibbotson, legal affairs officer for the European Foundation Centre. A recording of the webinar, Global Philanthropy Transparency and Accountability—Practices and Developments, is now available for anyone to watch to become more informed about what is now a global movement to improve foundation transparency.

 

You are Invited to Attend Demystifying Funder Transparency: Sharing Assessments at New York Philanthropy
July 18, 2014

On Monday, July 21, Philanthropy New York is holding a discussion for funders interested in increasing their transparency. While many foundations have discovered the multitudinous benefits of increasing what they share with the social sector, some still fear negative repercussions. Sharon Alpert, Vice President of Programs and Strategic Initiatives at Surdna Foundation, Hope Lyons, Director of Program Management at the Rockefeller Brothers Fund, and Janet Camarena of Glasspockets at the Foundation Center will discuss all that foundations can gain from increasing their transparency efforts. Jen Bokoff of GrantCraft will lead the conversation.

For more information, see the Philanthropy New York website. Free admission is offered for guests of Glasspockets or GrantCraft. Please email register@philanthropynewyork.org with your name, title, organizational affiliation, business mailing address, and phone number.  Remote audiences are welcome to join the event via webcast. Please indicate if you will be participating virtually when you sign up.

-- Eliza Smith

Webinar Available On Demystifiying Funder Transparency
April 9, 2014

Opening Up CoverOn March 20, Glasspockets and GrantCraft held a “free coffee and conversation” webinar discussing the demystification of funder transparency featuring Mary Gregory of Pacific Foundation Services discussing transparency challenges and opportunities for family foundations. If you were unable to attend and would like to view the recording, it is available here. Co-sponsored by Northern California Grantmakers, GrantCraft  and Glasspockets provided an overview of the new guide, Opening Up: Demystifying Funder Transparency, which delves into the innumerable benefits of funder transparency, including increased public trust and greater credibility. Mary Gregory then discussed how transparency strengthens grantee relationships. This webinar series on transparency will continue exploring further chapters in the resource guide with other guest funders. Stay tuned to Transparency Talk for more updates.

-- Eliza Smith

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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."

    The views expressed in this blog do not necessarily reflect the views of the Foundation Center.

    Questions and comments may be
    directed to:

    Janet Camarena
    Director, Transparency Initiatives
    Foundation Center

    If you are interested in being a
    guest contributor, contact:
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