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

Government Should Support Philanthropy, But Can’t Rely on Foundations to Make Up for Budget Cuts

The Sisters of Charity Foundation of South Carolina recently joined other grantmakers in the state and across the nation to participate in Foundations on the Hill. The purpose of Foundations on the Hill is to inform and educate Congress about philanthropy, create visibility for foundations and philanthropy on Capitol Hill, advocate on issues affecting foundations and encourage Congress to view foundations as resources on key public policy issues.

Given the current economic climate, coupled with four new members in the House, it was very important for the Sisters of Charity Foundation of South Carolina to remind and educate Congress on the importance of the philanthropic sector and start building relationships with our new Congressional delegation. 
 
In a series of briefing sessions―hosted by the Council of Foundations―preceding the Hill visits, the group was able to hear from a variety of Members of Congress and their staffers. The majority of Hill staffers present vocalized their thoughts that foundations can make up for government shortfalls, especially as the budgets are cut. This is a huge misconception. Government can’t expect foundations to fill funding cuts.
 
Mother Teresa once said, “What we are doing is just a drop in the ocean. But if that drop was not in the ocean, I think the ocean would be less because of that missing drop.” This is also true of foundation resources; compared to government dollars, foundation funding is just a drop―albeit vital― in the ocean. 
 
However, philanthropy is still a resource for government. Philanthropy is independent, innovative and an investment in communities. It uses private resources to do public good, and its independence allows the philanthropic sector to takes risks, achieve greater results and affect change. Through leveraging resources, flexibility and ingenuity, philanthropy drives innovation and is a breeding ground for great ideas. Lastly, philanthropy invests in long term solutions for our country’s most challenging problems. 
 
Foundations tend to be more familiar with the issues in the communities they serve. While they may not be the ones on the ground doing work, they support these nonprofits and have built great relationships. Foundations can also identify, test and replicate best practices in communities.
 
More and more people are turning to philanthropy to address the challenges facing our communities. Thus, government must do all it can to encourage and support philanthropy and foster the charitable character of Americans. 

Brooke Bailey is the director of communications and public policy for the Sisters of Charity Foundation of South Carolina

Creative Innovation is Next

I was recently thinking about how funders invest to make their communities better. Often, foundations’ decisions are dictated by what is presented before them in terms of responsive grantmaking or by selective strategies that proactively affect an issue. Both of these methods have value and, in most instances, benefit the community. 
 
But as we look to the future in philanthropy, we must really begin to ask ourselves the question about what is next? Or what should we be looking to accomplish beyond the normal systems in which we operate?
 
I recently watched a program where Jeff Bezos, president and chief executive officer of Amazon, was interviewed about the Kindle which is the latest version of a device that serves as a method to read books. You can download books in no time, it has a 30 hour battery, you can easily read a book using the device and it is relatively small, and all this for only $139. 
 
In the interview, Bezos was asked about philanthropy. I thought his philosophy was interesting.  He believes that in some cases, for profit models can improve the world more effectively than philanthropic models.  They should want to invest in places where there are clear market failures. The example he used was vaccines. “Well, vaccines need to be refrigerated. In poor places, there is no refrigeration and there is no electricity for refrigeration. Shouldn’t philanthropy be looking, through research and development, for ways to develop vaccines that don’t need refrigeration or battery powered refrigerators?”
 
This is an interesting take. I guess there is no incentive for big pharmaceutical companies to develop these types of vaccines because the money flows through developed countries that have electricity. But the whole discussion peaked my interest. I think the whole field of philanthropy should be much more creative and much more forward thinking. We have to find and invest in new and innovative ways of helping the poor and disadvantaged. The old model does some good, but it is not enough good. 
 
Foundations must do a better job of thinking and problem solving at a different level. We cannot wait for government or private industry to be the innovators, particularly when it comes to the underserved. As times continue to be difficult and individuals and families struggle now more than ever, we must become our very own think tank.  If we don’t take the time and give the energy to developing new ideas and methods for our work then it is simply not going to happen.
So, to me, the next phase of philanthropy should be about creative innovation and, yes, we need to be willing to help pay for it too.

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

Understanding Who We Are; It's Complicated

The word “philanthropy” can have a different meaning depending on where you live and what a particular foundation looks like, which some believe is the biggest problem with philanthropy today. Philanthropy seems often self-indulged and not truly committed to finding new and innovative ways to address social problems at the grassroots level. I will also suggest that some funders I have met over the years have developed a cavalier attitude when it comes to their foundation’s direction and purpose. In their minds, they know what’s best for their community and it’s certainly their money to invest how and where they want.

Furthermore, we, as funders, have lofty expectations of those we fund and often apply a set of rules and expectations that are more about process and procedure instead of quality, content or community change. I deplore bureaucracies that force potential grantees to jump through enormous hoops just to get their application reviewed. We need to be spending more time and energy not setting up superfluous rules and guidelines but rather looking for more effective ways to engage and understand disadvantaged individuals and families. It makes far more sense to invest our resources in better defining the significant challenges facing those living in poverty along with understanding what their specific priorities are so they can live more productive lives. We also need their ongoing thoughts and input so our foundations’ decision making is grounded in real life issues and awareness.

Social change, to me, is far less about money and far more about attitude, clarity of purpose, influence and education. We often get caught in the money trap but, quite frankly, private philanthropy’s wealth is simply “a drop in the bucket” compared to the societal needs for underserved communities today.

More involvement and input from those we want to help is at the top of our list at the Sisters of Charity Foundation of South Carolina. It has to be. If not, we are making decisions in a vacuum that may be well-intended but often end up leaving important stakeholders out of the equation. I am not just talking about agency input but individual “client” input: the homeless, clients of the food banks, the unemployed, the children of single parents, students in poor school districts, families without access to health care, seniors without transportation, etc. It is a simple concept but it is also a fundamental shift for philanthropy. It is like asking a patient, “Where do you hurt?” rather than coming up with a diagnosis based on what you, the doctor, observes and thinks.

The true measure of social change will be viewed through many different lenses and measured differently by people in the field. However, significant change starts from the ground floor and works up; in the classroom, waiting in line for food or shelter, teen parenting, father absence, etc. Let’s not focus our energy solely on the process but rather on understanding and responding to those who really know how they feel. It is the right prescription for today’s philanthropic ills.

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

We Have a Real Chance to Influence Change Now

In philanthropy, as we look at our sphere of influence in society today it has a wide range of entry points. Foundations are called upon to make important and tactical decisions every day. These decisions often have influence on multiple people and organizations. A great many of these decisions are internal and are based on a program, process or an initiative or an intentional direction that a foundation is headed. Boards and staff decide on size and types of grants that are awarded, a process and decision around strategy, how much to invest in program evaluation, how much to invest in communications, etc.

The sphere of influence, referenced earlier, is changing for foundations and it should be. Philanthropy is a significant contributor to communities and to society as a whole and, therefore, has a major stake in how we effect community change. So do a lot of other entities such as government, business, schools, hospitals and various other organizations. If foundations are not looking for ways to influence thinking around issues that can impact their community, region and state, then they are missing an important dimension of their work and an opportunity to get to necessary change.

For example, if a decision is being made by a municipality that will move homeless people 10 miles out of town without adequate transportation and they become isolated, shouldn’t we speak up? It is our job to look at all the issues that affect society and, in particular, see how decisions are going to affect those indigent and low-income people. Alone, these members of society do not have the power or voice to influence the decision makers.

Furthermore, decision makers are often influenced by non objective outsiders that have a vested interest in the outcome of the decision, preventing this influence from being pure and unbiased. Foundations should be objective, and their resources and connections should position them to ask difficult questions and to demand “the little guy” gets his just due in the process.

Whether we are asking tough questions of government, business or other people of influence within our societal sphere, we must step forward and be willing to play a role. Philanthropy has a lot of responsibility and it wields a significant amount of power and influence. It is our responsibility to use that influence for the greater good and let our external opportunities be just as important as our internal decision making. Foundations can no longer live and work in isolation. What we do and what needs to be done reaches far beyond the walls of our office and local town or city. Now is the time for all foundations to step forward and advocate for their grantees, constituents and those in the greatest need. If we don’t aggressively move in this direction then shame on us when the outcome is not to our liking and negatively impacts our state.


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

Advice that May Help Achieve Nonprofit Success in the Remainder of 2009

In speaking with several nonprofit executives over the past few months, it is evident that nonprofit organizations, as are others, are still struggling. Money is really tight and fund raising is down. As we hit the halfway point for the year, many organizations are facing the reality that this is not going to be a successful year and certain changes are going to be necessary. Some of these changes may include staff layoffs, downsizing of office space, reducing or eradicating projects that involve printing and mailing costs and eliminating travel, conferences, training and other opportunities that would enhance the organization. I will share what I believe are important elements for surviving these difficult economic times.

• Go back to your core annual donors (both present and lapsed) and ask them to support you again. If the ask was made through an annual donor letter campaign in the past, you may want to make a personal phone call this time. Who knows, a $100 gift might turn into a larger gift if you have an opportunity to explain your circumstances.

• You should already have personal contact with your major gift donors, but I would use the same approach. If they gave $5000 last year or in previous years, have a frank conversation with them about your situation. It may help shore up the same amount of the previous gift or even secure a larger gift. But you need to walk away with something from these core supporters.

• Explore partnerships that may involve government dollars. There are a lot of funds are out there through the federal government and they are from a variety of sources. There is stimulus money, faith-based funds and other sources through various governmental agencies. Learn about these opportunities and see if there is a good fit for your organization. Do your homework and find a partner if that is what it takes.

• Build relationships with foundations whose mission coincides with your mission. Let them hear from you and learn about you. Communicate throughout the year and not only when you are seeking funding. A foundation feels much more comfortable providing funds to an organization it knows and trusts.

• Push your board and other internal stakeholders to give and to help obtain funds. They are as close as anybody to your mission. Fund raising should never be a complete staff function, but staff can facilitate ways for others to find donors. I would start with your board.

The economic climate is troublesome and there are many external factors that are affecting success, but make sure you are doing everything you can with your organization’s internal decisions and strategies. The year is only half over and there is still time to have some successes in the second half of the year. Good luck with your efforts.

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