Zoom Logo

Moving Towards Social Justice Philanthropy: One Family Foundation's Journey, Challenges, and Lessons - Shared screen with speaker view
Jeffrey Poulos
20:59
Jeff Poulos, Philanthropy Massachusetts
Kristen Sherman
21:01
Hi, Kristen from Rehearsal for Life here!
Susan Musinsky
21:03
Alyson Hussey, thanks for the note and for coming.
Barbara Gaskin
21:04
Barbara Gaskin, The Philanthropy Connection
Molly Braden
21:05
Hi everyone! Molly Braden from Mott Philanthropic.
miriha austin
21:06
Miriha Austin - Reissa Foundation
Sarah Grosvenor
21:07
Sarah Grosvenor, Mott Philanthropic
Gioia Perugini
21:10
Hi all, Gioia Perugini from Hemenway & Barnes
Erin Cooper
21:11
Hi! Erin Cooper from Cambridge Trust here. thank you for hosting us
Kelly Nowlin
21:12
Thanks for joining Sheryl Seller!
Karen Vogel
21:13
Hi! Karen Vogel with Berkshire United Way
Martha Robb
21:13
Martha Robb, Donley Foundation
Karen Ristuben
21:14
Hi! Karen Ristuben, Essex County Community Foundation
Sharon Driscoll
21:14
Sharon Driscoll, William and Lia G. Poorvu Family Fndn
Leah Hong
21:14
Leah Hong, Imago Dei Fund
W Gavin Robb
21:17
W Gavin Robb, Donley Foundation
Kate Grundy
21:18
Hi, Kelly and everyone! Kate Grundy from The Devonshire Foundation here
Susan Shapiro
21:19
Susan Shapiro of shapiroassociates and long time fan of Surdna
Debbie Stone
21:23
Debbie Stone from W. Clement and J. V Stone Foundation. Glad to be here.
Kelly Nowlin
21:24
Hi Gioia Perugini!
Katherine Orr
21:27
Katherine Orr, Packard Foundation
Margaret Boles Fitzgerald
21:28
Greetings from Boston - Margaret Boles Fitzgerald, Chair, Henry Luce Foundation, NYC
Christopher Pleydell
21:32
Hi from London Chris Pleydell https://www.linkedin.com/in/christopher-pleydell-ab86842/
Liz Drewry, GMA Foundations
21:34
Hello! Liz Drewry, GMA Foundations
Susan Musinsky
21:35
Kate and Tony thanks for joining us.
Danielle Kempe
21:43
Danielle Kempe, Wade Institute for Science Education (staff) and board of Disability Rights group ACCESS
Susan Musinsky
21:48
Sharon Driscoll, welcome too.
Heather Barberi
21:51
Hi! Heather Barberi, Grunin Foundation in NJ
Amanda Northrop
22:06
Amanda Northrop, State Street Foundation. Happy to be here!
Marvin Vilma
22:06
Marvin, MIT Sloan Development team
Cassie Bean - GHR Foundation
22:11
Cassie Bean- GHR Foundation (Minnesota)
Lynn Harwell
22:17
Lynn Harwell, Barr Foundation
Kelly Nowlin
22:35
Hi Jim Parsons!!
Jennifer Kelly
22:35
Jenny Kelly, Roy A. Hunt Foundation
Sarah Reed (she/ella), Switzer Foundation
22:54
Sarah Reed, Switzer Foundation
Alex McCray/Philanthropy MA
24:04
We have nearly 100 folks joining us thus far. Thanks.
Jenna Nackel (she/her)
24:06
Welcome to those who are just joining! Feel free to introduce yourself in the chat
Danielle Kempe
24:14
if I turned on my audio you could have my toddler's Sesame Street
Kelly Nevins
24:29
Kelly Nevins, Women's Fund of Rhode Island
Kimberly Hirsh
24:39
Hi I'm Kimberly Hirsh from The Midas Collaborative
ina Breuer
25:53
Ina Breuer from New England International Donors - hello to all.
Susan Shapiro
26:45
Susan Shapiro on behalf of Greater Worcester Community Foundation
Kelly Nowlin
27:07
Hi Chris Letts! So good you’re here!
Teresa Sloyan
27:25
Teresa Sloyan, Hyde Family Foundation. Looking forward to our session!
Christine LETTS
27:46
hi - I wouln’t miss it - good to see you again!
Daphne Rowe
31:49
Hi all, Daphne Rowe of the Donley Foundation
Alex McCray/Philanthropy MA
32:58
Please post all questions here and we'll do our best to respond to as many of them as possible. This session is being recorded and that in addition to the slides will be shared.
Susan Musinsky
37:51
Kelly, thanks for highlighting the challenges of staying in the work, and knowing that it won't be easy and that will be uncomfortable to be in different space to make real and lasting change.
Jenna Nackel (she/her)
41:56
Please do submit any questions so far here.
Jenny Russell
43:10
Was the intention to hire a person of color as CEO?
Allie Armstrong
44:00
Thank you for this engaging discussion. I am a staff member at a small family foundation. We are in the process of planning our fall board meeting in a virtual format and would like to include an abbreviated training/discussion on racial justice/equity for our board members (like 2 hours or so). Do you have any recommendations on best practices to implement this into our meeting in such a short time frame?
Sarah Grosvenor
44:01
Is it possible to get a link to the BETS curriculum?
Kelly Nowlin
45:26
Board Experiential Training curriculum can be found here: curriculum.affund.org
Kelly Nowlin
46:42
Allie, thank you for your question. Have some thoughts about that and if we don’t get a chance to answer, feel free to reach out - knowlin@surdna.org
Debbie Stone
50:36
How did the fight affect the family relationships? What were the casualties?
Kelly Nowlin
51:51
Thanks for your question Debbie.
Jenna Nackel (she/her)
52:39
Thanks for all the questions. The speakers will answer as many as possible during the Q&A segment of today's program, so keep them coming!
Delia Kovac (She/Her)
53:46
Could you speak to best practices for engaging BIPOC led organizations as partners with a white family foundation? How do you not replicate white supremacist power dynamics in your working relationships with grantees?
Barbara Fields
54:26
Hmmm…Anand Giridharadas. Winners Take All.
Susan Musinsky
54:38
"Hard work and sweat can lift you up", quote by Sam from one of his cousins, but we all know that networks and who you know are key in building connections in our society. We need stronger ways to build connections for all people in our communities.
Katherine Gross
59:49
Thanks so much for your joint candor and bravery in sharing a challenging family story.
Mari Barrera
01:00:20
Seconding Katherine's comment - this is really a great presentation.
Katherine Gross
01:05:51
Two questions: Sam it seems like you assume that with adequate education/facilitation, everyone can ultimately agree. Is that how you see things? or are there fundamental differences that cannot be resolved by joint education? Also, curious about statement that “we as privileged people don’t have to give anything up to lift others up.” Is that an accurate understanding of your view? As someone with privilege I think I can and should give up some of my resources - for example I think I should be taxed at a higher rate if that money were to be used for health, education for marginalized groups. I don’t expect most wealthy people to agree. I’m curious about how you and other family members might think about this.
Eva Rosenberg (she/her/hers)
01:07:42
Katherine, thanks for raising those points. The second really resonates and I was surprised to hear that sentiment, too. I strongly feel that moving towards equity will mean people with significant privilege giving up some of it, and that coming to terms with those losses is a big piece of the work for white people/people with privilege.
Debbie Stone
01:09:31
I agree. If we talk about anti-racist policy, in order to get to greater equity there is going to be an unbalanced allocation of resources.
Susan Musinsky
01:13:33
Kelly, thanks for your continued clarity about holding legacy, and also working hard to evolve that legacy to meet the current needs of society.
Scott Jones
01:13:44
Is there a curriculum fro groups older that teh 18-24 year olds Sam mentioned earlier & are they available?
Kate Grundy
01:14:11
Kelly, thank you for sharing so honestly the inherent challenges of this process of learning.
W Gavin Robb
01:17:08
How have you addressed major grantmaking strategy as a result of this conversation? Grantmaking is typically such a small part of a foundation's overall financial activity. Have you explored more impactful strategies such as impact investing or community enterprise investing?
Oscar Palacio
01:18:38
Thank you!
Alex McCray/Philanthropy MA
01:22:11
Continue to ask your questions here. If we don't get to them we'll do our best to address them in the resources that are provided post this session.
Christopher Pleydell
01:22:43
How do you open discussion of the shame and quilt many young white teens feels when taught about history race discrimination and turning that into positive action?
Scott Jones
01:24:59
Can you share with us a list of experienced & quality facilitators?
Delia Kovac (She/Her)
01:25:12
Did you collaborate with other family foundations in your social justice transformation? What other funders do you see as leaders in social justice funding?
Karen Ristuben
01:28:01
Does your focus on the history of systemic racism lead to a larger focus on Black organizations vs other communities of color? If so, to what result(s)?
Jeffrey Poulos
01:29:57
Nellie Mae Education Foundation is a leader in our region here in MA
Jeffrey Poulos
01:30:29
Also, Lenny Zakim Fund, The Island Foundation, and The Crane Family Foundation
Carolyn Shaughnessy
01:30:59
Thank you Jeff for highlighting our great colleagues in Massachusetts!
Kelly Nowlin
01:31:08
Hyams Foundation
Jeffrey Poulos
01:31:15
Yes, Hyams!!!
Susan Musinsky
01:33:38
Kelly, thanks for pulling out that we need to keep the conversation with indigenous people and others (LGBT+ community) who have not had formal support inside of the conversation of racial equity.
Kelly Nowlin
01:36:57
Thank you so much for all these questions!
Jenna Nackel (she/her)
01:37:19
These questions are fantastic. Keep submitting them. We have a few more minutes of Q&A.
Scott Jones
01:37:30
Do you find that story telling is useful as a tool to move folks?
W Gavin Robb
01:40:06
Kelly and Sam, I really appreciate your passion and candor around this. Thank you so much for beginning to break down the "behind closed doors" mentality.
Cassie Bean - GHR Foundation
01:40:07
I appreciate you elevating the importance of artist, and retreats, to make this hard work come alive. If you have any suggestions on retreats/agendas I'd like to learn more
Una Kelley
01:40:23
This has been a fabulous presentation - thank you. I'm really struck by the importance of evolving & consistent board education component. For 1st/2nd generation family foundations - do you have any final suggestions for how they can set the stage to capture founder intent and allow for this needed evolution?
Teresa Sloyan
01:44:22
Fantastic session-Thank you!
Alex McCray/Philanthropy MA
01:44:57
In a moment we'll ask you to share a commitment you intend to/will make following this presentation. We'd love to be able to share those commitments with all of you. You'll see what different types of commitments (actions) are being made!
Kelly Nowlin
01:45:22
Grateful for everyone’s participation…for the questions…for listening…and for letting us fumble.
Jim Parsons
01:46:01
This was an incredibly valuable session. Thanks so much to Sam and Kelly.
Sophy Yem
01:47:08
thanks Kelly and Sam! well said.
Jeffrey Poulos
01:47:41
Judy Belk, our keynote speaker at the Philanthropy MA annual meeting in 2018! She was terrific and is inspiring. Thanks for sharing that, Kelly.
Susan Musinsky
01:48:20
Thanks Kelly & Sam, and everyone for joining us for this really important session, and for working on how we can all push ourselves to keep doing the work.
Holly Delany Cole
01:48:27
Thank you for this!
Heather Barberi
01:48:40
Thank you so much, Kelly & Sam.
Anuradha Desai
01:48:46
Judy Belk was wonderful. Thank Kelly and Sam for your great insights and passion.
Cassie Bean - GHR Foundation
01:49:14
Thank you for all your wisdom and sage advice.
Debbie Stone
01:49:25
Think about how I can help our family foundation move from level 3 to 4! I would need to be careful and strategic. Thanks!
Felice Whittum
01:49:49
Thank you Kelly, Sam, Alex, and Carolyn for this powerful program!
Jeffrey Poulos
01:50:05
We are committed to continue to provide these opportunities, and we will lift up other examples and amplify those on our website and in our newsletter, too.
Kimberly Hirsh
01:50:10
To introduce the content from today's session to my non profit's board of directors to move from level 2 to 3! Thanks everyone!
Karen Vogel
01:50:12
Embed stronger social justice practices and policies into our grant making process
Alex McCray/Philanthropy MA
01:50:17
Having this conversation is the beginning; thanks for your commitment. Thanks for engaging with us.
Delia Kovac (She/Her)
01:50:18
I commit to reaching out to other foundations to share resources and continue this conversation
Martha Robb
01:50:20
Going forward: sharing this information with our Board, continuing to read and educate myself about systemic racism, sitting with discomfort and finding ways to act over time. Thank you.
Erin Cooper
01:50:27
Thank you!