GFNRE 2023 OPERATIONAL PROGRAMMING STRATEGY AND PLAN

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

2023 OPERATIONAL PROGRAMMING STRATEGY AND PLAN RECOMMENDATIONS PRESENTED TO STEERING COMMITTEE

FINAL REPORT

Prepared by

RECOMMENDATIONS

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATIONS SUMMARY

We presented a series of recommendations to GFNRE Steering Committee and asked them to respond with their perspective on whether we should move forward on them. Those recommendations included:  Establish clear purpose, vision and priorities  Establish annual program planning cycle  Expand GFNRE operations funding participants  Design and launch collaborative fund  Benchmark and profile participants on race and equity continuum  Participants included Melanie Couchman, Atiba Mbiwan, Kweku Forstall, Katrina Mitchell, Lisa Medellin, Kenita Williams, Rob Smulian

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

 GFNRE has a unique opportunity to rally its engaged grantmakers and collectively commit to making real and sustainable progress in the race and equity landscape in Georgia.  Currently, we have an engaged participant population that positively affirms their GNFRE learning experiences. This is a well built and growing asset that can be leveraged for impact – when GFNRE gets clear on and mobilizes collective action to make the impact they aspire to make. RECOMMENDATION: Establish clear purpose, vision and priorities

 Comment from Paula Dressel, Just Partners - “Ultimately, I think the network has been moving step by step in forward ways. I’m not sure that members of the network share where that destination is – where forward goes.”

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Establish clear purpose, vision and priorities

Comments from Net Promoter Score Participants

 “I am eager to learn more about the commitment we are making by being part of GFNRE - meaning, is there a strategy we are all signing on to and/or what do we want to have accomplished in 1 year/2 years because of each foundation’s participation.”  “Not clear what exactly a funder would gain from participating in GFNRE, this is especially important when funders (staff, board members and trustees) have other affinity groups competing for their time and financial support.  The fundamental question of "who is GRNRE" What's its purpose, goals and benefits needs to be promoted more, along with creating a home for it where it can have support to build out strategies to address GFNRE goals/objectives. Providing educational programs (which have been good) and site visits alone aren't going to show funders "how" to be equitable inside their foundations (among their staff, trustees and board members) or "how" to provide equitable engagement and funding opportunities to communities. This is what the sector is craving and needing in order to maintain the momentum around the re-emergence of equity in philanthropy.”

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION: Establish clear purpose, vision and priorities

 What do you believe? Is GFNRE purposed to:

o Build Georgia grantmaker learning and competency in race and equity for themselves and their organizations. (Grow individuals) o Build, convene and sustain community for Georgia grantmaker practitioners around race and equity in philanthropy. (Build Community) o Mobilize influence and maybe even funding to make collective impact on race and equity in Georgia. (Make impact) o All of the above

 What do you believe we CURRENTLY are purposed to do?  What do you believe we SHOULD BE purposed to do?

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION: Establish clear purpose, vision and priorities

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION: Establish clear purpose, vision and priorities

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Establish annual program planning cycle

 Implement a planning cycle for programming with the following key steps:

o Three-month process for the coming year (Ideally Q3 – July – September) o Convene a programming team of participants (leverage steering committee in the near term) o Frame learning journeys that will outline the learning strategy and framework for the coming programming year. These learning journeys are high-level pathways we plan to invite participants to make together. o Invite partners, to propose learning experiences and offerings that will include targeted learning outcomes, delivery logistics and costs. o Share summary of options with GFNRE participants to have them choose preferences they’d be most interested in. If GFNRE looks to fund learning experiences, this process should share pricing to be considered in choices.

o Develop programming schedule based on learning experiences that have the most interest.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Establish annual program planning cycle

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Expand GFNRE operations funding participants

 GFNRE participants are eager advocates (PROMOTERS) based on our Net Promoter Score findings.  This suggests an opportunity to have participants advocate for GFNRE with their foundations. In other words, mobilize this PROMOTER energy into their organizations through  An expanded funder base to cover learning experience expenses would create a sustainable revenue stream for the network and allow current and new participants to channel their advocacy for the strengthening.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Expand GFNRE operations funding participants

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Expand GFNRE operations funding participants

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION: Design and launch collaborative fund

 Participants and partners are explicitly calling for GFNRE to raise the bar in its role in Georgia’s race and equity landscape.  The opportunity that is presented to galvanize participants and their foundations is compelling and represents a crossroads for GFNRE and the role it aspires to play.  There are a number of examples of collaborations and pooled funding innovations in flight in philanthropy as it relates to race and equity.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Design and launch collaborative fund

 The Racial Justice Investing Coalition (RJI) comprises a mix of asset managers and family foundations that exist to promote best practices in racial equity investment.  Justice Funders provide thought leadership, leadership development, coaching, and consulting for individual donors and philanthropic partners centered on racial justice.  Philanthropic Initiative for Racial Equity (PRE) aims to increase the amount and effectiveness of resources aimed at combating institutional and structural racism by providing capacity building, education, and convening for grantmakers.  Funders for Justice is a national network of funders increasing resources to grassroots organizations addressing the intersection of racial justice, gender justice, community safety, and policing.  The Solidaire Network works to fundamentally change economic, political, and cultural power systems by growing and nurturing a network of donor organizers to accompany social and racial justice movements.

 Racial Equity Pooled Funding leverages pooled capital to solve complex issues. Currently, there are more than 160 funds that explicitly seek to improve the livelihoods of individuals who are Black, Indigenous, and people of color (BIPOC) and their communities.  Blended Capital provides diverse forms of capital to social enterprises that are owned and led by BIPOC entrepreneurs.

Memo outlining best practices in race and equity in philanthropy

 Fellowship & Venture Philanthropy: Echoing Green Racial Equity Fund- EG created a three-year Philanthropic Fund (2021-2024) to ensure that today's heightened awareness of racial inequity translates into sustained action in the social innovation field.  Multiple Pooled Funds: Borealis Philanthropy Funds- Borealis Funds are made up of nine funds that work collaboratively to enhance collective impact within movements across the country.  Place-Based Approach: East Contra Costa STRONG Collaborative Fund aims to increase racial equity and economic justice in East Contra Costa County by strengthening the capacity of nonprofits, supporting leadership development, and building community voice and power.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Design and launch collaborative fund

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Design and launch collaborative fund

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Benchmark and profile participants on race and equity continuum

 Have GFNRE participants conduct self- organizational assessments  Use assessment results in planning cycle and build learning experiences with the continuum of participants in mind.  Look for opportunities to position participants that are further alone in the race and equity journey to lead, teach, story tell experiences, etc.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Benchmark and profile participants on race and equity continuum

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Benchmark and profile participants on race and equity continuum

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATIONS SUMMARY

 Establish clear purpose, vision and priorities  Establish annual program planning cycle

 Expand GFNRE operations funding participants

 Design and launch collaborative fund 7.3  Benchmark and profile participants on race and equity continuum 6.8

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

SUMMARY OF RECOMMENDATIONS:

How might these recommendations collectively evolve the participant experience?

 GFNRE Purpose, Vision and Strategic Priorities clearly articulated with opportunities for participants to engage  Evolve participant experience such that there’s a path forward for their engagement and involvement o New to GFNRE – Participate in GFNRE learning experiences o Advocate – Opt-in to operations funding o Impact – Champion collaborative funding

 Complete organizational assessment on race and equity  Share interest in prospective learning experiences  Share perspectives o New to GFNRE – Participate in GFNRE learning experiences o Advocate – Opt-in to operations funding o Impact – Champion collaborative funding

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

SUMMARY OF RECOMMENDATIONS:

Implementation Path Time Sensitive Version

2023

2024

2025

Courageous Conversation August

0. Continue current state of programming.

Courageous Conversation November

1. GFNRE Purpose, Vision and Strategic Priorities clearly articulated with opportunities for participants to engage

Purpose, Vision, Strategy July

TIME SENSITIVE VERSION This plan considers time sensitivities to get ahead of the 2024 planning cycle to identify operations funding participants. Otherwise, we would need to continue current single sourced funding and steering committee driven programming. Year 1 will likely require operational support to accomplish this timeline.

2024 Program Planning August

Establish annual program planning cycle

Expand Funding Participants September (be cognizant of 2024 planning cycle)

Expand GFNRE operations funding participants

Participant Experience Participant – 2023 Ops Fund Contributor – 2024 Collaborative Fund Partner - 2025

4. Evolve participant experience such that there’s a path forward for their engagement and involvement 1. New to GFNRE – Participate in GFNRE learning experiences – Year 0 2. Advocate – Opt-in to operations funding – Year 1 3. Impact – Champion collaborative funding – Year 2

Benchmark participant organizations January

Benchmark and profile participants on race and equity continuum

Explore, design and launch collaborative fund

Collaborative Fund July

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

SUMMARY OF RECOMMENDATIONS:

Implementation Path Current Capacity Version

2023

2024

2025

Courageous Conversation August

0. Continue current state of programming.

Courageous Conversation November

1. GFNRE Purpose, Vision and Strategic Priorities clearly articulated with opportunities for participants to engage

Purpose, Vision, Strategy July

2025 Program Planning August

Establish annual program planning cycle

CURRENT CAPACITY VERSION This plan assumes continuation of current steering committee driven capacity with more reasonable pacing of recommendations. As a tradeoff, it delays shared operations funding.

Expand Funding Participants September (be cognizant of 2025 planning cycle)

Expand GFNRE operations funding participants

Participant Experience Participant – 2023 Ops Fund Contributor – 2024 Collaborative Fund Partner - 2025

Benchmark participant organizations January

Benchmark and profile participants on race and equity continuum

Explore, design and launch collaborative fund

Collaborative Fund February

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

SUMMARY OF RECOMMENDATIONS:

Funding to Date

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

NEXT STEPS

 Determine which recommendations we would like to move forward.  Present findings to GFNRE participants to capture their reactions and interest in recommendations. Collect additional participants perspectives and enhance recommendation designs.  Go further in positioning recommendations being sure to answer any outstanding questions  Develop workplan

APPENDIX

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

RECOMMENDATION:

Establish annual program planning cycle

Example experiences to consider in planning cycle:

Liberated Capital & Decolonizing Wealth: Liberated Capital is a donor community and funding vehicle aimed at moving untethered resources to Black, Indigenous, and other people-of-color communities for liberation and racial healing. Liberated Capital/Decolonizing Wealth hosts and sponsors conferences targeting the wider funder community. The Funders Network: The Funders Network is dedicated to helping funders understand and address racism, economic inequality, and the imbalance of power — while engendering community-driven solutions and amplifying the expertise and experiences of those communities who are least heard. The Network’s PLACES Fellowship (Professionals Learning About Community, Equity, and Sustainability) uses learning, coaching, and reflections to explore structural racism, community empowerment, and equitable grantmaking practices. Nonprofit Quarterly: NPQ is a journal and publication for nonprofits and grantmakers that highlights themes in racial, economic, climate, and health justice. Additionally, NPQ hosts webinars and experiences to expose donors to key themes impacting Black and Brown communities.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

2023 OPERATIONAL PROGRAMMING STRATEGY AND PLAN PRELIMINARY FINDINGS REPORT OUT TO STEERING COMMITTEE

January 2023

Prepared by

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

SOAR ANALYSIS - SUMMARY

STRENGTHS

OPPORTUNITIES

ASPIRATIONS

RESULTS

 Focusing on racial equity and philanthropy  Unique learning offerings specifically to Georgia  Convening people to discuss uncomfortable subjects.  Great leaders and partners  Convenes equity forward philanthropy professionals

 Harness the timing, momentum and opportunity of racial equity  Leadership development and training among Georgia grantmakers  Equity Fatigue and Inertia  Collective action  Alignment and integration with GGA  Political backlash of equity advocacy

Equity Learning Journeys

Collaborative funding

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Partner alignment

Measure and evaluate GFNRE Learning Events Common metrics on race and equity in philanthropy Increased Equity Funding Diversity on Philanthropy Boards

Affirm and assert role as thought leader in equity in philanthropy and race issues Advocate for and drive change in foundation operations Drive accountability in race and equity in philanthropy

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Leadership Learning Milestones Sharing Philanthropy partnering Storytelling on Lived Experiences of Impact

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GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

SOAR ANALYSIS

STRENGTHS

Focusing on racial equity and philanthropy  "Focusing on racial equity and philanthropy. Particularly important and visible during the pandemic.  Paula's work around racial equity ABFE's primer"  Racial equity perspective. GNRE is explicit about race and the implications of racism on health, education, and upward mobility.  What makes GFNRE unique is that it provides a dedicated community and platform where the primary focus is racial equity in philanthropy.

Unique learning offerings specifically to Georgia  (Sapelo Island experience)  Great speakers (Asset Framing)  Excels: provides a menu of learning opportunities across the year, touching a fairly broad community of learners. Convening people to discuss uncomfortable subjects.  Convening funders around difficult- to-discuss topics

Great leaders and partners  Great leadership (Kweku and Atiba)"  Kweku and AECF. ABFE & JustPartners. Diverse participation across philanthropy - a broader, more representative group than other "affinity groups". Tangible changes institutionalized in specific GA foundations.  GFNRE excels at attracting top subject matter experts and practitioners in racial equity to serve as guest speakers

Convenes equity forward philanthropy professionals  GFNRE is unique in that it joins together like-minded grant makers investing in or interested in investing in centering race equity and furthering justice. To my knowledge, it is the only funder collaborative in Atlanta focused on equity. Equity in education  Education  Partners: School districts.  Conversations around k12 schools and education

 GNFRE has created a collective

learning mechanism to discuss the impact of racism in communities and how philanthropy can work to address it

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

SOAR ANALYSIS

OPPORTUNITIES

Harness the timing, momentum and opportunity of racial equity  After the summer of racial reckoning in 2020, there seems like there is still an opportunity for GFNRE to capitalize on the momentum and energy around racial equity  Partnerships with local and state government leaders to inform policy change, specifically to disrupt the suppression legislative tactics/priorities that are direct threats to justice and addressing inequities in Atlanta  "Racial equity remains a critical issue in philanthropy, in the region. Several foundations have yet to address racial equity--origin story, staffing, governance, leadership.  GFNRE has not focused on Black women. Last year, the focus was on men"

Leadership development and training among Georgia grantmakers  Offer a more structured year long learning and action experience for a smaller cohort to engage staff and board reps more deeply; for a fee.  Gaps - would like to see more content around rest and restoration. Not only for grantees but for us a grant makers.  Love the "rest and restoration" comment! 100% agree  Love to see more small group work

Equity Fatigue  Potential threats: 1) "equity fatigue" and 2) continued resistance to efforts that promote racial equity  Threats include fatigue in the ecosystem of philanthropy related to equity dialogue. Collective action  More convening around racial equity funding/spaces around collective action Alignment and integration with GGA  I haven’t been in many funder circles where equity is centered outside of GFNRE and PSE, makes this group

Political backlash  Threats include the political backlash associated with equity. Highly visible funding can sometimes bring challenges and harm to grantees by external parties.  "MDC (deepen/expand this relationship)  Need for ongoing focus on racial justice and equity. Very few other racial equity-focused affinity groups at state levels.  Staffing, volunteer resourcing/capacity.  Need the ongoing community of practice."

more critical to Ga; lots of asset maps and data collection, how to inform moving from data to implementation

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

SOAR ANALYSIS

ASPIRATIONS

Equity Learning Journeys 

Affirm and assert role as thought leader in equity in philanthropy and race issues  To become the go to entity for Funders looking to engage on principles associated with equity.

Advocate for and drive change in foundation operations 

"GFNRE should work to help those interested in centering equity in their philanthropic work understand what that means and what they can / should be doing differently (and not incrementally)"

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Cultivate an ethic of an ongoing equity learning journey vs occasional special event touch points for the Fdn community I am most passionate about GFNRE's purpose to educate and inform. However, I do think we should take that education a step further into action in the future. I am most passionate about leadership development in this area and collaboration, moving from learning to action Future State: Create and facilitate shared learnings among the membership.

Open doors = any/all people who can make change re foundation operations Identify specific policies, platforms, and practices that grant makers can commit to that will disrupt the current state of race inequity and inequality - what are the

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How does the organization really show up when issues happen. I feel the organization could be that thought leader Aspirations - as a future state, I would love to see some aspect GFNRE be centered in local racial equity issues. Conversations about equity with funders who are in this space or want to be. We don't have enough spaces like this

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Drive accountability in race and equity in philanthropy  GFNRE can make a difference by helping us stay accountable for advancing racial equity in Georgia.

actionable areas that could become co-investments?

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Change in operational practices for foundations serving GA, changing structures within foundations. Purpose - the possibility of translating learning to (real) action. The democratization of philanthropy that occurs only when doors are open.

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Presenting national trends and speakers and resources, but also experiences and issues particular Georgia."

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Partner alignment 

Structurally, it may be helpful for GFNRE to have some alignment with Philanthropy Southeast and GGA.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

SOAR ANALYSIS

RESULTS

Collaborative funding  One tangible outcome idea is a collaboration of funding a particle racial issue/program in Georgia Measure and evaluate GFNRE Learning Events  Tangible outcomes: measure

Common metrics on race and equity in philanthropy 

Increased Equity Funding 

Philanthropy partnering 

Increase funding in the DEI space" Measures: More $$$ into DEI and leaders who are closest to the solutions Indicators of success could include 1) increased investments focused on racial equity, 2) shifting power dynamics within and between orgs and individuals, 3) increased collaboratives / partnerships, etc.

Communities see Funders in Georgia as a partner in advancing equity. Know by capturing the stories - maybe at the workshop cohort le" GFNRE would know they have achieved their goals when all participants have racial equity as a stated priority or embedded into their grantmaking or operations. Increased participation by those impacted in grantmaking decisions

Common operational metrics around racial equity being implemented by the philanthropic community Results - establish criteria / expectations for partner orgs to engage in centering equity and then measure the % of orgs that are doing 1 vs. 2 vs. 3 vs. 4 or more of the criteria. Set expectations for increased %ages year over year "Measures and Outcomes - change in behaviors re foundation practices. Individual changes in capacity to use RE tools. I believe it is an important impact measure to look at qualitative results. Measures might include: how many philanthropic orgs have adjusted their grant making to center equity? What changes were made? Have any philanthropic member orgs partnered to invest in a way that resulted in disruption of negative trends? Which ones?

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understanding pre post sessions and also how ppl are shifting or changing the way they do their work.

Diversity on Philanthropy Boards  I would love to see philanthropic boards diversify Leadership Learning Milestones Sharing  Leaders and foundations articulate, claim milestones in the learning journey that have enabled behavioral shifts….not to suggest anyone has arrived but to illustrate tangible progress in the ways we function

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Increase in participants.

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Measuring the knowledge gained by funders, attendance, post conversation and training surveys to measure what has been learned/what is being used in funding decisions My sense is that if practice change is the goal - measuring numbers of participants in events is not the thing to track/measure.

 Communities see Funders as a partner in advancing equity. Storytelling on Lived Experiences of Impact  If GRNRE's goals are connected to grant makers - how they share stories of impact from a qualitative view will be critical  Love qualitative results. Storys are so helpful! And, those inspire other peers.

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GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Net Promoter Score Explained The Net Promoter Score is an index ranging from -100 to

“On a scale of 0 to 10, how likelyareyou to recommend GFNRE to a friend or a colleague?” Based on their rating, stakeholders are then classifiedin 3 categories: detractors, passives and promoters.

The Net Promoter Score (NPS) is determined by subtracting the percentage of stakeholders who are detractors from the percentage who are promoters. What is generated is a score between -100 and 100 called the Net Promoter Score. At one end of the spectrum, if when surveyed, all of the customers gave a score lower or equal to 6, this would lead to an NPS of -100. On the other end of the spectrum, if all of the customers were answering the question with a 9 or 10, then the total Net Promoter Score would be 100. 0 1 2

100 that measures the willingness of

stakeholders to recommend an organization to

3 4 5 6 7 8 9 10 Extremely likely to recommend NPS=% -%

others. It is used as a proxyfor gauging the stakeholder’s overall satisfaction with an organization’s work their loyaltyto the brand. Net Promoter Score Calculation Stakeholders are surveyed on one single question.Theyare asked to rate on an 11-point scale the likelihood of recommending the organization to a friend or colleague.

DETRACTORS ‘Detractors’gave a score lower or equal to 6. They are not particularlythrilled by the organization.They, with all likelihood, won’t engage or advocate and could potentially damage the organizations reputation through negative word of mouth.

PASSIVES ‘Passives’gave a score of 7 or 8. They are somewhat satisfiedbut could easilyswitch to a competitor’s offering if given the opportunity. They probably wouldn’t spread any negative word-of- mouth, but are not enthusiastic enough aboutyour products or services to actually promote them.

PROMOTERS ‘Promoters’ answered 9 or 10.

Not likelyto recommend

Theylove the organization’s products and

GFNRE will use net promoter score to: • Establish a baseline with our various stakeholders • Develop and execute programs that grow NPS. • Drive membership, engagement and revenue growth.

services. They are the repeat buyers, are the enthusiastic evangelist who recommends the products and services to other potential buyers.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Net Promoter Score

Total Population N = 34 NPS 71 Attended 5 or more events N = 10 NPS 90 Attended 2 or fewer events N = 6 NPS 66 Attended 3 or 4 events N = 8 NPS 38

Promoters

Passives

Detractors 6%

18%

76%

n = 6

n = 2

n = 26

Promoters

Passives

Detractors 0%

10%

90%

n = 1

n = 0

n = 9

Promoters

Passives

Detractors 12%

38%

50%

n = 3

n = 1

n = 4

Promoters

Passives

Detractors 17%

83%

n = 0

n = 1

n = 5

Note: 10 participants did not respond to number of events question

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Promoter Recurring Themes “Why or why not?”

 Share knowledge with peers; Sessions are informative (13)  Social and Network Resource for building communities (7)  Safe space to share best practices and have important conversations (5)  Compelling Programming and Topics (5)

 Engaged and Inclusive (1)  Mobilizing grantmakers drives system change (3)  Conversational Style Events (2)  Our credibility in the field and as a resource (1)  Compassionate and consistent leadership (2)  Only table that continues to go deep in RE (1)

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Passive and Detractor Recurring Themes – “Why or why not?”

May not be well suited for advanced journey race and equity grantmakers

Unclear mission, goals, benefits, grantmaker value proposition, etc.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Promoter Excerpts – “Why or why not?”  GFNRE provides safe space to share and explore best practices with peers. It is a complement to other conversations that I am having in other circles. I appreciate the opportunities to delve into the historical factors and influences that have shaped our current

 It is so important to imbed equity in our conversations. I really appreciate that GFNRE is thoughtful about the engagement and inclusion of all Atlanta.  The more funders we are able to implore to center racial equity in their grant making and their practice, the more likely we are to reach a tipping point and drive real, tangible change for Atlanta's families. The programming and the community-building are very important in roles that often feel very isolating when focused on this critical work.  The workshops and trainings are usually informative and relevant to my grantmaking in the state. It's also a great way to connect with other Georgia funders.  I think GFNRE is a good resource for Georgia-based funders who are beginning to think about Racial Equity. I like the conversational style of the meetings and the camaraderie that has been built between its members! I think what's holding me back from giving a 10, is that many of my colleagues/contacts are either A) not based in (or working in) Georgia or B) further along in their Racial Equity journey. Therefore, the resources provided through GFNRE might not be appropriate for them and they wouldn't be the right fit."

view, and framings that allow us to tackle issues within our individual context, knowing that we have collective support.  GFNRE is a tremendous social resource and network for making connections with people that align with similar interests and curiosities in philanthropy. It's also a great way to learn about the field from field leaders.  GFNRE is filling a gap no other organization or network is- a space to discuss and learn about racial equity among and alongside other funders. Participation is crucial for anybody in philanthropy to be effective in their role.  I have loved the GFNRE meetings that I have been able to attend because they have been extremely informative and enlightening. I've also had the opportunity to connect with some wonderful people doing very inspiring work addressing racism, economic inequality, and the imbalance of power.  Eye-opening topics are covered by GFRNE events and opportunities

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Promoter Excerpts – “Why or why not?”

 The group provides opportunity for regular collaboration in a safe space where people are eager to share with one another. Learning best practices, being introduced to new models and frameworks has been very beneficial.  GFNRE provides an important peer-to-peer setting for funds to operationalize strategies, at an individual level and at an organizational level, that promote racial equity and justice in philanthropy. There are lots of venues to learn but few true communities of practice for this purpose. I also believe that Kweku's compassionate and consistent leadership has been a huge reason GFNRE has been effective and is such a welcoming group to participate in.  I appreciate the relationship-building and learning that comes from the sessions. I hope to lean in deeper in the new year.  I think the tools and other offerings of GFNRE are very helpful, depending on the size of the foundation and their history of engaging on racial equity topics.  Great content in meetings and discussions. Good opportunity to connect with other committed to this work.  I think it’s a valuable resource and community for anyone who works in GA philanthropy, but especially for those who are focused on moving the needle for racial equity.

 Because our philanthropic partners need to begin to have these public conversations related to dei and just tough conversations related to race and equity. And I think this group is the best one to facilitate and make those conversations reality.  At this stage, it is obvious that the philanthropic sector has a lot more resources to address issues related to equity, diversity, inclusion and social justice, but GFNRE is a valuable Georgia resource that funders should consider engaging with on some level.

 Strong leadership, quality programming, critical topic.

 Racial equity is our north star and GFNRE provides a vehicle for learning and focusing on racial equity.  The programs are though-provoking, challenging and often uncomfortable, and help me as a white person representing a funder better understand and navigate and act on creating a path to broader racial equity in our community.  I always come away from workshops with new information, thought provoking topics that get me motivated to take the next steps toward greater equity in my work. And a lot of times the small break out groups lead to a list of next steps, for leaders from our peers.  the resources and content has been very helpful to growing my knowledge about racial equity and how to operationalize it in my grantmaking.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Promoter Excerpts – “Why or why not?”

May not be well suited for advanced journey race and equity grantmakers " I think what's holding me back from giving a 10, is that many of my colleagues/contacts are either A) not based in (or working in) Georgia or B) further along in their Racial Equity journey. Therefore, the resources provided through GFNRE might not be appropriate for them and they wouldn't be the right fit." Unclear mission, goals, benefits, grantmaker value proposition, etc. “The only hesitation about recommending GFNRE would be its not clear what exactly a funder would gain from participating in GFNRE, this is especially important when funders (staff, board members and trustees) have other affinity groups competing for their time and financial support. The fundamental question of "who is GRNRE" What's its purpose, goals and benefits needs to be promoted more, along with creating a home for it where it can have support to build out strategies to address GFNRE goals/objectives. Providing educational programs (which have been good) and site visits alone aren't going to show funders "how" to be equitable inside their foundations (among their staff, trustees and board members) or "how" to provide equitable engagement and funding opportunities to communities. This is what the sector is craving and needing in order to maintain the momentum around the re-emergence of equity in philanthropy.”

May not be well suited for advanced journey race and equity grantmakers “I think the tools and other offerings of GFNRE are very helpful, depending on the size of the foundation and their history of engaging on racial equity topics.” Unclear mission, goals, benefits, grantmaker value proposition, etc. “I am eager to learn more about the commitment we are making by being part of GFNRE - meaning, is there a strategy we are all signing on to and/or what do we want to have accomplished in 1 year/2 years because of each Fdn's participation.”

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Environment Scan – Admirable Organizations

What organizations have programming and other initiatives planned for 2023 that we should consider as we develop our plan for 2023?

Interview: Pat Lummus

Interview: Tiffany Friesen

Interview: Katrina Mitchell

Interview: Katrina Julien

 Strategic Plan waiting on mobilization to begin implementation  Mary Judson working on 2023 programming plan (Need to check in again)

 Accelerating Equity Learning Collaborative https://www.philanthropysout heast.org/accelerate

 Place-Based Strategy Implementation Atlanta Alliance for Equity https://cfgreateratlanta.org/togetheratl/place-focused/

 United For Racial Equity And Healing Fund (2 – 3 grant cycles) https://racialequity.unitedwayatlanta.org/ra cial-equity-and-healing-fund-overview/  21-Day Racial Equity Challenge https://racialequity.unitedwayatlanta.org/ra cial-equity-and-healing-fund-overview/

 Place-Based Strategy Implementation Atlanta Alliance for Equity https://cfgreateratlanta.org/toge theratl/place-focused/  The Funders Network Cohort https://www.fundersnetwork.or g/going-places-2022-places- fellowship-in-retrospect/

 Update Child Well Being Index (April)

 Funders’ Briefings

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Key Questions

WHAT DON’T WE YET KNOW?

 What do participants feel the ultimate impact GFNRE programming has been for them and their colleagues?  What are the levels of equity competency represented among GFNRE participants on a continuum of novice to advanced?

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Key Questions

WHAT QUESTIONS SHOULD THE RECOMMENDATIONS ANSWER ONCE WE’VE HEARD THEM?

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Executive Summary from Stakeholder Findings

 We conducted five (5) focus groups that included 19 GFNRE participants to determine our STRENGTHS, OPPORTUNITIES, ASPIRATIONS and RESULTS from their perspective.  We collected 34 responses from GFNRE participants using the Net Promoter Score approach to determine whether they recommend GFNRE to philanthropy colleagues to ask why or why not?  We interviewed five (5) admirable organizations to understand their 2023 programming agenda to keep in mind as we develop recommendations for operational programming that is complementary and maybe even synergistic.  What follows here are the preliminary findings of these pulse checks that we will review and use to inform our recommendations.

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Key Learnings

 GFNRE uniquely provides learning offerings to grantmakers in Georgia that they highly regard and are eager to advocate for (promoters).

 Participants particularly appreciate engaging and growing with the community of other grantmakers, learning together and working through challenges and uncomfortable realities

 There is a unique opportunity harness the timing, momentum and opportunity of racial equity learning to collectively make race and equity progress on collaboratively established benchmarks in our organizations and explore pooled funding.  8 out of 10 grantmakers that participate in GFNRE experiences are enthusiastic promoters for their GFNRE experience noting peer knowledge sharing, compelling and informative experiences, sense of belonging to the race and equity grantmaker community, safe space for important conversations are the top reasons they advocate  Passive, detractor and some promoter partipants note two opportunities for stronger advocacy – May not be well suited for advanced journey race and equity grantmakers and unclear mission, goals, benefits, grantmaker value proposition, etc.  GFNRE Steering Committee

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

Participant Engagement Snapshot

 Currently ~175 participants on email distribution list

 34 responses to net promoter score survey

 24 self-identified (not anonymous)

 Organizations represented in Net Promoter Score Responses - PROMOTERS - United Way – Greater Atlanta (4), Community Foundation for Greater Atlanta, Kaiser Permanente, Annie E. Casey Foundation (2), Walton Family Foundation, Philanthropy Southeast, Zeist Foundation, Imlay Foundation, CF/Cousins Foundation, Jesse Parker Williams Foundation, City of Atlanta, Callaway Foundation  Organizations represented in SOAR Focus Groups - Wish Foundation Atlanta, Chan Zuckerberg Initiative, Jesse Parker Williams Foundation, Woodruff & Whitehead Foundations, R. Howard Dobbs, Jr. Foundation, United Way of Greater Atlanta, Tull Charitable Foundation, United Way of Greater Atlanta, The Zeist Foundation, Walton Family Foundation, Wells Fargo, Healthcare Georgia Foundation, R. Howard Dobbs Foundation, Annie E. Casey Foundation, Woodruff Foundation

GEORGIA FUNDERS NETWORK FOR RACIAL EQUITY

What do participants say is the impact of GFNRE?

 Safe space to share and explore best practices with peers.  Tremendous social resource and network for making connections with people that align with similar interests and curiosities in philanthropy  GFNRE is filling a gap no other organization or network is  Extremely informative and enlightening  Opportunity to connect with some wonderful people doing very inspiring work addressing racism, economic inequality, and the imbalance of power.  Eye-opening topics  Important to imbed equity in our conversations.  GFNRE is thoughtful about the engagement and inclusion of all Atlanta.  The more funders are able to implore to center racial equity in their grant making and their practice, the more likely we are to reach a tipping point and drive real, tangible change for Atlanta's families.

 The programming and the community- building are very important in roles that often feel very isolating when focused on this critical work.  The workshops and trainings are usually informative and relevant to my grantmaking in the state. It's also a great way to connect with other Georgia funders.  Opportunity for regular collaboration in a safe space where people are eager to share with one another.  An important peer-to-peer setting for funds to operationalize strategies, at an individual level and at an organizational level, that promote racial equity and justice in philanthropy.  Relationship-building and learning  A valuable resource and community for anyone who works in GA philanthropy, but especially for those who are focused on moving the needle for racial equity.  Strong leadership, quality programming, critical topic.

48  The resources and content has been very helpful to growing my knowledge about racial equity and how to operationalize it in my grantmaking  This is the only table in Atlanta Philanthropy that is continuing to go deep in the movement for critical consciousness around racial justice with diverse representation and voice. topics that get me motivated to take the next steps toward greater equity in my work. And a lot of times the small break out groups lead to a list of next steps, for leaders from our peers.  Racial equity is our north star and GFNRE provides a vehicle for learning and focusing on racial equity.  The programs are thought-provoking, challenging and often uncomfortable, and help me as a white person representing a funder better understand and navigate and act on creating a path to broader racial equity in our community.  I always come away from workshops with new information, thought provoking

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