Everyone Has a Story: A Reflection on 2012 Listening Sessions

Sometimes we meet people whose expressions and face momentarily stop us in our tracks, but we ignore the quiet invitation in their eyes to empathetically listen to their story. In the nonprofit and philanthropic world, this can too often be the case. Our tireless push to meet endless need, pressing deadlines and other urgent tasks which enable us to serve can pull our attention away from giving the person in front of us our undivided attention. Unfortunately, many people who experience poverty every day face marginalization within the various systems they encounter. Not only can this make them feel “invisible” when their voices are missing or intentionally overlooked, the organization loses out on important insights that can strengthen the effectiveness of their work. A recent Stanford Social Innovation Review Spring 2013 article Listening to Those Who Matter Most, the Beneficiaries states, “The views and experiences of the people who benefit from social programs are often overlooked and underappreciated, even though they are an invaluable source of insight into a program’s effectiveness” (p. 41).

Since 2010, the Sisters of Charity Foundation of South Carolina has listened directly to the voices of individuals and families through Listening Sessions. Our Listening Sessions engage families experiencing poverty by listening directly to their stories in the supportive presence of community stakeholders that walk alongside them each day. Structured differently than a grantee site visit, Listening Sessions create a collective space to engage individuals served with the primary focus on their perspectives. In 2012, three Listening Sessions were strategically designed to uplift the stories of individuals served by current Foundation grantees. The first Listening Session held in April 2012 in partnership with Helping and Lending Outreach Support (HALOS) in Charleston provided an opportunity to listen to the stories of kinship caregivers who live each day as the Unsung Heroes in the lives of children they care for. The second Listening Session in collaboration with the Puentes Project/PASOS in Columbia gave us the opportunity to hear from the Puentes Community Ambassadors who are compassionately leading as Bridges of Light in their communities. The third Listening Session held jointly with GRACE Ministries in Georgetown brought us face-to-face with home-bound and chronically ill senior citizens whose lives are Touched by Grace by the volunteers that serve them.

We listened deeply and empathetically to these statewide issues at a local level through the perspectives of individuals served, applying Grantmakers for Effective Organization’s (GEO) Widespread Empathy definition of empathy to our work. GEO defines empathy as “the ability to reach outside ourselves and connect in a deeper way with other people – to understand their experiences, to get where they are coming from, to feel what they feel” (p. 4). What we heard surprised us; and at times even moved us to tears as we listened to their struggles, hopes, and fears. We walked away reminded that everyone has a story. When we stop to listen empathetically to the experiences of those we serve, their stories can illuminate and inform the ways grantmakers and nonprofit organizations strategically respond to the remaining unmet need.

Read the 2012 Listening Session Summary, Everyone Has a Story.

Written By: Stephanie Cooper-Lewter, Ph.D., Senior Research Director

Latino Immigrant Families in South Carolina

Although South Carolina is a relatively new settlement area for Latino immigrants compared to other regions of the country, the State has experienced unprecedented growth in the Latino population over the past few decades. The most recent U.S. Census data show from 2000 to 2010, the South Carolina Hispanic population increased 148%. Between 2008 and 2010 in South Carolina, 88% of Latino children were citizens by birth, 65% lived in immigrant families, and 33% lived in linguistically isolated households. The Foundation hosted several Listening Sessions, site visits and meetings to inform our understanding of the impact of this trend, listening directly to the experiences of foreign-born and native-born Latinos from across the State.

Research shows Latino immigrant families in South Carolina often face economic hardship, educational challenges, and difficulty in accessing health care. In 2010, the median annual personal earnings for Hispanics in South Carolina was $18,000. During 2008-2010, 40% of South Carolina’s Latino families experienced poverty at the 100% poverty level, and 70% experienced poverty at the 200% poverty level. Of the more than 725,000 students enrolled during the 2010-2011 school year across South Carolina’s K-12 public schools, 6% were Latino. Although education is one of the greatest predictors for moving above the poverty line, Latino students across the State lag behind their white peers educationally, mirroring national trends in the majority of other states. 46% of Latinos are without health insurance in South Carolina; and nearly one out of every four Latino children go without adequate health care.

Our Foundation is committed to sharing knowledge on a range of issues that families experiencing poverty in South Carolina face. Our recently released Research Brief, Latino Immigrant Families in South Carolina, explores the above demographic changes and highlights eight themes that emerged through our research conversations with Latinos. These themes include motivation to migrate, making the journey, acculturation processes, shifting family expectations, multi-status families, economic hardships, educational challenges and health concerns. Building upon cultural strengths, increased family support services are needed to improve outcomes of Latino families across the State. Strategies employed to foster family resilience and strengthen Latino families should be implemented in culturally responsive and appropriate ways.

Continuing in the tradition of the Sisters of Charity of St. Augustine, our Foundation remains invested in the future of South Carolina to ensure all families have the resources to live out of poverty. We apply our core values of compassion, courage, respect, justice and collaboration as we continue to work with our community partners to address multiple obstacles faced by Latino families across the state. We will continue to work towards solutions in partnership with the Latino community to reduce the barriers Latino families face in order to promote family economic well-being and improve the socioeconomic status of all South Carolina’s residents.

To read the Research Brief, Latino Immigrant Children in South Carolina, including citations for the above statistics, please go to: Sisters of Charity Foundation Research Brief

Written by: Stephanie Cooper-Lewter, Ph.D., Senior Director of Research

"Catalytic" Philanthropy

I want to update you on the Sisters of Charity Foundation of South Carolina's grantmaking implementation plan for 2013 which is the next phase of the Catalytic Philanthropy strategy.

The term “Catalytic” philanthropy refers to the opportunity for Foundation grants to become more intentional and more focused thereby having greater impact in our communities around the state. With great excitement, we have begun the next phase of our Catalytic philanthropy implementation strategy.

After 16 years of grantmaking, in 2011 the Foundation transitioned from Responsive Grantmaking to Strategic Grantmaking with the support of the Foundation’s Grants Committee. This transition was made to insure that going forward, the Foundation would have greater impact with the grant dollars we are investing.

Over time, we have learned that with limited resources for grants, it is extremely difficult and often unproductive to take too broad of an approach in awarding grants. In essence, we cannot be “all things to all people” and also have substantive impact. Looking back over the old responsive program, we were rejecting more than 80% of the applicants because they either did not meet our mission/focus or their programs/applications were too weak. This further justified the importance of the Carolina Academy and capacity building emphasis. The 2012 strategic grants were different. Our review team and the Grants Committee looked not only for good programs but for programs that have broader community impact, a strategy for partnerships, a viable sustainability plan, and have the ability to affect long term change.

In 2013, it is clear that the Foundation will have to be more focused than ever before. With limited dollars we will be better served to focus our efforts on current and/or past grantees that have demonstrated measurable success already. By investing more deeply and for a longer period of time on this identified pool of grantees that align with the Foundation's strategic direction, we can build on the investments we have already made. Doing so would allow the Foundation to make impactful strides in meeting goal three of our strategic plan: To sharpen the focus of our grantmaking to organizations that create opportunities for families to live out of poverty in South Carolina.

This year, our pool for consideration will be from current and/or past grantees that have demonstrated success through the Foundation’s investment. Following discussion with each of them and a completed organizational summary update, we will bring the best organizations forward for funding. These organizations will be positioned to move their programs to a greater level of measurable success. Moreover, the Foundation's investment will further strengthen the grantees capacity, support their strategic direction, connect them with other potential partners, foster sustainability, and position them for growth and success. The beauty of this change in direction is that the Foundation can be dynamic and flexible while learning valuable lessons that will have significant future benefit. 

This plan, for now, is for 2013 and the Grants Committee will re-visit this Strategic Grants program late next year to assess the process and determine how to proceed going forward.

 Our Caritas Grants will remain open and the Foundation expects to award 50-60 grants in this category next year.

We thank you for your interest in the work of the Sisters of Charity Foundation of South Carolina. We are excited about another fulfilling year as we continue to meet the Mission of the Sisters.

Thank you.

Tom Keith, President

Foundations Must Rethink Their Priorities

Foundations today are in a tough spot and they have been in a tough spot for a few years. Since 2008, foundations have dealt with financial constraints they have not experienced in many years. From the outside looking in, most people feel that foundations have a large asset base and plenty of fluid resources to distribute into the community. This is not true. In 2008 and 2009, most foundations lost at least 25% of their asset value and some lost as much as 40%. This has a huge impact in many different ways. It causes a more conservative approach to grant making, less dollars to grant and likely fewer dollars in the coming years. It simply adds up to less and less money.
 
So foundations today must operate differently. No longer can they provide grant dollars at the level they have before. No longer can they count on a growing investment portfolio to sustain their current level of giving, let alone grow. 
 
So how do we meet our goals and mission with less money to offer? The answer is that we must find ways to maximize the dollars we have to work with to garner the best possible outcomes. We must rethink our priorities. Here is what the Sisters of Charity Foundation of South Carolina is doing to deal with fewer dollars at a time when the demand for support is at its highest level.

Leverage. Through partnerships with other funders, businesses and government, we try and leverage our money to make more collective dollars available for a common program our project. Collaboration is key, and pooled resources mean more dollars and a higher probability of success.

Policy. There are many issues that affect the poor that we address and advocate for oftentimes voiceless. The individuals and families that benefit from the grants we award can also benefit from our voice with government, community leaders and multiple stakeholders. Public awareness and education is a key component of this effort. Whether it is weighing in on the homeless issue, undocumented immigrants, low income fathers, TANF reauthorization or other important concerns, the Foundation can use its influence to affect public perception and thinking. It is an important role that we play, and can create positive outcomes. Taking a stand on issues affecting our mission is necessary and extremely valuable to us and to others.

Capacity Building and Leadership. Teaching and training nonprofit practitioners to be better at their jobs has become a hallmark strategy, beyond grant making, of this Foundation. By strengthening board and staff’s ability around governance, fund raising, marketing, strategy and leadership, the whole organization benefits and has a strong chance of being more successful and vibrant. It is a small financial investment with the potential for a large return for the nonprofits that participate.

Community Convening. Meeting with community leaders and individuals living in poverty gives us a whole different understanding of how life truly is, in a poor neighborhood or town. Sometimes a Foundation can be the voice of reason and thoughtfulness in a community where leaders have become polarized or the social and political dynamics have become too strong to overcome. Learning from others and sharing with others can be a valuable and important role for the Foundation to play. What you learn can also help drive grant making decisions in the future. Important issues rise to the top at many of these community convenings.

Foundations today must choose their priorities carefully and if they only focus on grants then they are missing an opportunity to have broader impact and greater results. There are not enough dollars available to accomplish what needs to be done to meet our mission and earn the greatest results. Casting our net wider using tools other than grant making makes sense. If we don’t use them, then our results will be limited just like our dollars.

Tom Keith is the president of the Sisters of Charity Foundation of South Carolina

Looking at Poverty Differently

One often wonders about how to best serve the poor and marginalized in our communities. We wonder whether we are maximizing our resources to have lasting results. Recently, I met “Toxic Charity” author Robert Lupton at a meeting in Myrtle Beach, S.C. Lupton shed tremendous light on some of the concerns around serving the poor.  

At the Sisters of Charity Foundation of South Carolina, we recognize a distinct separation between generational poverty and situational poverty, and how we address them both. We view generational poverty as chronic, with many variables that have caused a person to live in poverty, including family structure, community structure, educational attainment, access to health care, life skills, culture, value and attitudes. We view situational poverty as crisis poverty. A person is without food, clothing or shelter or in need of medical attention now but has no health insurance coverage.  These two distinctions are very apparent and both are worthy of the Foundation’s attention and resources. In the Foundation’s case, more than 85% of our grant funding goes to addressing generational poverty. We feel we have greater impact in South Carolina addressing generational poverty, but we also realize that situational and crisis poverty exists and needs support.

Lupton explained the dilemma faced with providing services through our government, churches and nonprofit organizations. Lupton believes, and I agree, that we often apply crisis tactics to chronic problems, even when the situation is clearly persistent. Applying crisis intervention to a chronic issue can be harmful to a person or a family and it fosters dependency, which perpetuates poverty. This is why people who are poor remain poor.

The question becomes “what can we do differently?” Lupton feels the most important factor missing in most service programs for the poor is that the recipient has no “skin in the game.” You give them something the first time and they appreciate it. You give them something a second time and they anticipate it. You give them something a third time and they expect it. You give it a fourth time and they depend on it. If you really look closely at a person in poverty, odds are that they would much rather be a partner or participant than a charity case.  That is why free clothes closets are not good but thrift stores work. That is why free food banks foster dependency but inexpensive food co-ops allow the person to become a customer.

A lot of organizations are trying very hard to do the right thing for others. This is in no way to criticize the good intentions that organizations have or the work that they do. This is about looking at those we want to help, differently. This is about respecting the client and building their ability to be self sufficient. As Lupton said, “We never do for someone else what they are capable of doing for themselves.”

Communities and organizations dealing with issues around poverty must be willing to shift. The United States gives away more food, money and services than any other country in the world. But rather than just giving it away, can we find new ways to partner or help individuals become more independent? If so, they will become respected and confident consumers with a greater sense of self worth. It will also create an environment where individuals are no longer viewed as “charity” and where chronic issues are addressed more strategically and more collegially.

These kinds of changes will have a positive impact on the entire community. I invite you to read Lupton’s book, “Toxic Charity: HowChurches and Charities Hurt Those They Help (And How to Reverse It).” It will change the way you look at those you are trying to help. It sure makes sense to me. 

Tom Keith is the president of the Sisters of Charity Foundation of South Carolina

Note: Learn how one Sisters of Charity Foundation of South Carolina grantee puts Lupton's thoughts into practice. Reverend Bill Stanfield, co-founder and chief executive officer of the Metanoia Community Development Corporation of North Charleston, shared a first-hand example of how to build a strong community using the strengths of the community rather than the deficiencies.

Things Aren't Always as They Appear; Dig Deeper to Make an Impact

One of the things I have learned over the past 16 years at the Sisters of Charity Foundation of South Carolina is that things are not always as they appear. Often times, we who work in the field of philanthropy are challenged with interpreting what others put before us. Whether it is a letter, face-to-face meeting, grant proposal or something else, it is incumbent upon us to sift through the language and get to the heart of the idea or concept.

A grant proposal, for example, that is polished and well written with every question answered perfectly and every thought well stated, is a good thing. Some grantmakers give the “presentation” of a proposal added value because it is so attractive. On the other hand, strong writing skills do not necessarily translate into the perfect idea or project that a funder should fund.

Several years ago a concept came to the Foundation in the form of a handwritten two-page letter. It was not written well and the presentation itself was poor. We looked beyond all of that and found an idea that had merit. It was an idea that was going to benefit the community. It was going to support young people and bring local churches together to work towards a common goal in an impoverished neighborhood. So we decided to take things a step further. We met face-to-face with the community leader and you could see and hear her passion. She had a plan to make the project work and a pathway to get there. She was simply unable to write it clearly on paper. Needless to say, we took a chance and funded the program. It was very successful and, over the years, changed the lives of many young people in that poor neighborhood.

We cannot get consumed in the glamour of a beautifully written letter or proposal because it may be nothing more than that, beautifully written. Funders have a responsibility to turn over rocks and look deeper to find the best organizations and people that will create positive community impact. Sometimes it is right in front of our faces and sometimes it is not.

We are implementing a new change at the Foundation in 2012 which addresses this very issue. We will be meeting face-to-face with finalists for our Strategic Grants so they have an opportunity to dialogue directly with the Foundation’s grants review team. This will give both the grantseekers and the Foundation the chance to interact and the grant reviewers can ask questions to help strengthen the Foundation’s understanding of the proposal.

There are thousands of great organizations doing good work as they serve the needs of others. I believe it is our responsibility to find ways to uncover the "heart" of a program and the “passion” of the people who champion the programs. Nicely written proposals are easy to read and appreciated. However, our goal—as a funder—is to always find those organizations and the people behind them that can truly have impact through their work and the potential for successful results, regardless of the writing.

Learn more about the Sisters of Charity Foundation of South Carolina’s 2012 Strategic Grants or attend the Grant Seekers Forum. The deadline to apply is March 6, 2012.


Tom Keith is the president of the Sisters of Charity Foundation of South Carolina

Sticking to the Fundamentals While Becoming More Than Just a Grantmaker

This is a follow up from the Foundation’s January 19 post, The Beginning.

Celebrating 15 Years in Philanthropy
1996-2011

As the Sisters of Charity Foundation of South Carolina progressed from its early phase, the Foundation began to develop its own identity. We certainly used our early grantmaking decisions as an incubator for future decision making and direction. We learned from the grants we made and tweaked our process many different times. Our fundamental focus of working to alleviate poverty in South Carolina has never changed but how we approach it has.

We have gone from 100% of our dollars going to grantmaking to a combination of grantmaking, public policy work, communications, capacitybuilding and research and evaluation efforts. It is the Foundation’s belief that the more comprehensive and diversified the work becomes, the greater impact we can have on poverty. Grant dollars are important but they are not and should not be the only plan of action. There are just not enough grant dollars to go around. With this knowledge, the Foundation has invested in a host of programs, initiatives and partnerships that have created a philanthropic platform that transcends our dollars and allows us to create change in multiple ways.

Below are five key factors that were taken from the Foundation’s early grantmaking to the current, more-established organization:

• Have an engaged and dedicated board that embraces the mission and helps you strategically evolve as an organization. The Foundation’s board (even as the faces change) has always been completely immersed in the Foundation’s work and committed to the goals and principles. 
• Have a capable staff that can see the big picture and use their skills and ability to affect the overall mission. The Foundation’s staff is built on integrity, ability, mission effectiveness and teamwork. 
• Be willing to change direction as needed. A plan that is not working is not good for anyone. So, at times, the Foundation has changed course and improved its work. 
• Plan your work and implement it with the end in mind. Know where you want to go. The Foundation board and staff have truly grasped the idea of collective thinking and determining what kind of organization the Foundation becomes given multiple variables, including declining assets and a huge demand for Foundation resources. 
• Have an open door policy. Be willing to talk to people about their ideas and plans. Be willing to meet everyone as if they are a potential partner or friend. Sometimes it is not a good fit but many times it is. If the Foundation had been “hands off” with its approach to philanthropy, there would have been many missed opportunities.

This Sisters of Charity Foundation strives to change lives and communities each and every day. We do it with conviction and we do it with compassion and respect for others. We make mistakes like everyone else but I like to believe that we learn from our mistakes and grow from our experiences. That is what makes a good grantmaking organization.

Tom Keith is the president of the Sisters of Charity Foundation of South Carolina

The Beginning

 Celebrating 15 Years in Philanthropy
1996-2011

My, how time flies. It was the spring of 1996. Providence Hospital had entered into a joint venture with a Nashville, Tennessee, hospital system and the assets from that transaction were forming a new entity.  The organization, a grantmaking foundation, was named the Sisters of Charity Foundation of South Carolina. As I reflect back on the beginning, I can think of one word to best describe the situation: overwhelming. Overnight, the Sisters of Charity Foundation of South Carolina became the second largest grantmaking foundation in South Carolina with assets of $85 million. Our mission was to address the root causes of poverty, but we knew very little beyond the mission. There was much to learn and much to be done. A staff and board, grantmaking processes and procedures, a grantmaking plan, a budget along with an investment policy and a wide array of other things to be accomplished in a short period of time.

Our first board chair in 1996 was Carroll Heyward. He said, “Let’s roll up our sleeves and get started.” And we did. The Sisters of Charity of St. Augustine grounded us in mission first. Everything should be tied to the mission. We began to learn from other grantmakers across the state and the country. We met with the Kansas Health Foundation CEO Marnie Vliet and staff, and we met with Karen Wolk Feinstein from the Jewish Healthcare Foundation in Pittsburgh. We consulted with experts in the field like Drew Altman, Dennis Beatrice, the late Joe Brietenicher, Grantmakers in Health CEO Catherine McDermott and countless others.

On the state level we assembled a team of individuals with a passion for helping those living in poverty. I remember the team committed many hours towards helping us frame a strategic direction. Some of the members included: Marilyn Edelhoch; Bud Ferillo; Larry Fernandez; Catherine Fleming Bruce; Barron Holmes, Ph.D.; Leon Love; Barbara Morrison Rodriguez, Ph.D.; Jim Solomon; Kathy Wilson, Ph.D.; and a few more. Out of these meetings came a vision for impactful and strategic and proactive grants. We still use the seven dimensions of poverty that came from this statewide consortium of experts more than 15 years ago. The seven are: 1. Health, 2. Education, 3. Life Skills, 4. Economics, 5. Culture, Values and Attitudes, 6. Family Structure and 7. Community Structure.

A lot has happened in 15 years and much of this happened because of the people mentioned above and the many others that are not mentioned who also played a valuable role. I want to recognize the Sisters of Charity of Health System for their support at the beginning and, in particular, Sister Mary Ann Andrews and Sue Krey, along with Sister Judith Ann Karam, for providing many learning opportunities and significant support to the Foundation. I would be remiss if I did not mention our dedicated staff in 1996 which included Sister Mary Jacob, Pat Littlejohn and Georgia Roberts. So, in 2011 we will celebrate the 15-year anniversary of the Sisters of Charity Foundation of South Carolina. It is now a large book with many chapters. And like any good book, it starts with a good first chapter.





Tom Keith is the president of the Sisters of Charity Foundation of South Carolina

Assessing Poverty Through the Man on the Street

Sometimes when I am walking down the street and encounter a person that is homeless or poor, I find myself with an uncomfortable feeling. If there are a group of homeless people gathered, I may even cross to the other side of the street. This is not something I am proud of or consciously decide in advance. It just happens. The other day, I was walking downtown near dusk and I encountered such a person. His clothes were dirty; he was unshaven and unkempt. He was pushing a shopping cart and talking to himself. Actually, he was yelling. His cart was full with contents of soiled clothes, boxes, soda cans, plastic bags, magazines and newspapers. I quickly realized that he was oblivious to me and his shouting was intended for any and all to hear. As I uncomfortably walked by him, I thought about his life. He was in a totally different world than me. He is in a world where he measures his future hour by hour or day to day. He had no real concept of how his words or actions impact others. Moving passed him, I wondered how he had arrived at this juncture in life. Was it drugs or alcohol, sickness, mental illness, unemployment or other afflictions that render him a statistic or consequence of poverty?

Then I questioned if his circumstances run deeper and longer than those of situational poverty. I wondered if he was born into poverty, grew up in foster care or an institution, and has been a product of poverty his entire life.  Did he receive an inadequate education? Was he ever truly loved or embraced by a parent, or knew and had the support of a family unit? I wondered if he was an example of the many root causes of poverty that exist, and he is just living the next stage of his life, a stage that leaves him with few choices.

I continued thinking. How many children are on the same journey as this man? Have we done all that we can do to insure that our next generation of poor children won’t end up pushing a shopping cart and living on the street? This may be an extreme example, but my point is that most people don’t just wake up one morning and find themselves living in poverty. There is a reason they have ended up there and quite often their failures may be out of their personal control.

Poverty is systemic and it is pervasive and it starts at birth for many. Those of us interested in eradicating poverty must start early and intervene often. It is too late to make the impact needed, if we wait to intervene at the homeless shelters, food banks or free medical clinics. We can help deal with problems at those places but we won’t prevent them from happening. A lot of our energy and emphasis needs to be with children. They need to start learning earlier. They need adequate food. They need consistent and ongoing health care. They need caring teachers to help shepherd them through school and not give up on them no matter how limited the resources are or how far behind they get. They need the support of families, communities, churches and civic organizations. They need to know that just because they live in a deprived neighborhood or poor school district, they will have opportunities to be taught by talented and committed educators and, yes, if they work hard, they will have a chance to further their education. It is called hope. Hope breeds self-esteem. Self-esteem breeds talent and talent is what we need in this world.

So the man on the street may or may not have had a real chance. But there are plenty of people that do have a chance and have potential if we can help them find it. But it really needs to begin when a child opens his or her eyes at birth. Then each hour and each day is built from a foundation that provides for opportunity and success. If we commit to these goals for all children then fewer of them will be pushing shopping carts on the streets and looking for a place to sleep at night.

Tom Keith is the president of the Sisters of Charity Foundation of South Carolina