Trustee Accountability
By: Trustee Accountability
Tags: Nonprofit, Race, Racial Justice, Philanthropy, Accountability

People in philanthropy working to dismantle racism

In this moment of racial reckoning, we, the undersigned white donors, trustees, consultants, and others working within the philanthropic sector, feel called to name foundation practices that reinforce, rather than disrupt, the white supremacy, anti-Blackness, and structural inequality upon which foundation wealth has been built and is maintained. We use this communication to focus our collective attention on proposed remedies where power is exercised with the most impact — in foundation boardrooms.

When we as white people do not speak frankly and boldly, we leave our colleagues, often Black women and other women of color, to shoulder the personal discomfort and professional risk of naming the harm caused by philanthropic practices that perpetuate white supremacy and anti-Blackness. To counter that dynamic, we share below:

A call to action to all foundation trustees;

Our reasons for reaching out specifically to Peter and Jennifer Buffett as trustees of the NoVo Foundation; and

A pledge for how those of us working in philanthropy in non-trustee roles can also shift our practices.

A call to action for all Trustees

We are inspired by the sea change signaled by recent foundation statements and new approaches that promise immediate impact on communities that most need support in this moment. To start to build more trust between foundations and their grantee partners — especially those with Black, Indigenous, and People of Color (BIPOC) leaders and constituencies — it is essential that in the years ahead, trustees fulfill these promises by making systemic changes in their funding and internal practices that are commensurate with the passion of their statements today. Let these pivots signal a new way of working, rather than a temporary fix.

We call on foundation trustees to take concrete steps to share power, and to hold themselves and each other accountable to how their actions impact the communities most devastated by COVID-19 and pervasive racial injustice — communities their foundations were established to serve.

We recognize that shifting institutional practices is a complex process, that each organization has its own particular conditions, obstacles, and opportunities, and that much of the work already being done inside foundations may be invisible to us. And, as white people committed to both following leaders of color pointing the way forward, and doing our part to dismantle racism, we offer the following ideas.

This moment requires both urgent action now and long-term steps to transform your foundations and the field.

First, in the immediate term:

Act boldly. Do better than philanthropy’s response in the last downturn: increase both your total grantmaking and the percentage going to organizing, advocacy, policy change, movement building, and to organizations rooted in and led by Black communities, including those led by and/or intentionally centering the experiences of Black women, girls, and LGBTQ people.

Don’t let the need to do your own internal work at your institution for the long haul stop you from getting unrestricted funds distributed swiftly in the short-term. Whatever your regular program focus, now is the time to fund work to realize the Movement for Black Lives’ National Demands for COVID-19, as well as their new vision of public safety.

Fill the significant gap in funding for BIPOC women and girls’ organizations, particularly given NoVo trustees’ apparent divestment in Black leadership at a critical historical moment. Support those organizations led by Black women and other women of color as part of your investment in Black lives and Black-led movements. Invest in an emerging effort around “Women of Color-Informed Philanthropy” led by Move to End Violence Cohort 4 fellows. Or for other options, connect to Grantmakers for Girls of Color, Collective Future Fund, and Black Girl Freedom Fund.

Resourcing Black women’s leadership in social and racial justice movements now is crucial, because cis and trans Black women and girls are on the frontlines of those movements, and because history has taught us that unless we intentionally center Black women and girls, they will get left behind.

Be transparent and accountable. If you have made a statement regarding the role of philanthropy in healing historical racial injustice, be clear about what can be expected of your organization, and by when. Share how your strategy will be driven by the wisdom of communities most impacted by injustice, and how those communities will have authentic influence over the resources invested in them.

For the long-term

Then, knowing that personal change is needed before institutional change can happen in earnest, and that institutional change is a precursor to structural changes, we invite you to join us in committing to the following steps for the long-term:

At the personal level: We are all called to take responsibility for how we are upholding white supremacy, regardless of the purity of our intentions. For trustees, for example:

Recognize the privilege, power, and responsibility we hold, deepen our own practice of anti-racist leadership so that white supremacy culture is not perpetuated.

Take responsibility for our own continued learning, rather than be educated by BIPOC staff. Be willing to make mistakes and learn together.

Step back (and sometimes away) in order to truly re-center power where it belongs. Think specifically about where we take up space that could be occupied by those closer to the problem, and then use our position and power to create those opportunities

At the institutional level: Giving differently is a good start, but it is not enough. This moment calls for adaptive leadership and practices for true accountability, rather than quick fixes. For example:

Bring BIPOC leaders — particularly Black feminists and other feminists of color — from communities you fund into staff and board leadership roles. And in sufficient numbers to impact decisions about how your resources are invested.

Remember that recruitment without doing the real work of shifting an organization’s white-dominant culture causes harm and perpetuates a practice of tokenism that is rampant in philanthropy.

Create practices that enable the board to truly center BIPOC voices and lived experiences.

Consider participatory grantmaking to restore decision-making power back to communities.

Replace performative grantee participation in trustee meetings with investment in creating the conditions for honest dialogue and mutual learning between trustees and grantees.

Should you decide to change course, provide clear information and wind-down support for grantees so they can craft a sustainable plan to move forward with their critically important work.

End the practice of requiring non-disclosure agreements for employment in foundations, and rescind those currently in place. They are a barrier to transparency and accountability.

At the structural level: The rules — or lack thereof — governing philanthropy, and the practices that have become accepted as norms, all serve to keep power where it has always been. It is time to follow the lead of those who are challenging these norms: The Philanthropic Initiative for Racial Equity, ABFE, Justice Funders and Trust-based Philanthropy Project, among others, and to support the leading voices (such as CHANGE Philanthropy, Neighborhood Funders Group, and Exponent Philanthropy) who are pushing harder than ever for new standards that center equity. They and others are calling us to:

Advocate to increase payout levels for foundations and Donor Advised Funds (DAFs) and challenge the warehousing of wealth for future generations when those funds are needed now.

Go beyond grantmaking as the lever for impact: consider mission-aligned investing, integrated capital, Program Related Investments (PRIs), and more.

Expand funding to 501(c)4s, or networks and movement entities that are not 501(c)3s.

Unlock the transformative power of the assets held in endowment. Assess whether asset growth and foundation perpetuity should still be your guiding principles. Take a hard look at whether your investment policies serve to advance or damage your program goals.

Taken together, we believe these shifts will help shore up a philanthropic sector that prioritizes racial equity and the liberation of all people.

A call to NoVo Foundation trustees to clarify their intentions

For over 14 years, the NoVo Foundation has invested deeply in two chronically underfunded fields: Ending Violence Against Girls and Women, and Advancing Adolescent Girls’ Rights in the US and globally, primarily funding organizations that center, and are led by, Black and Indigenous women and girls and other women and girls of color. It is public knowledge that Peter and Jennifer Buffett, the NoVo trustees, recently announced a change in direction. The foundation has also seen the departure of 16 NoVo staff, many of whom are women of color. These sudden changes have had a profound impact on the organizations NoVo has funded, and the communities those groups serve — communities disproportionately impacted by the COVID-19 pandemic, as well as long-standing epidemics of police violence, state violence, and intimate partner violence.

As a practice of accountability, some of us reached out directly to the three trustees of the NoVo Foundation to advocate for transparency and clarity around what core partners can expect in terms of future (or at least wind-down) support. We remain in communication with them since, to date, many organizations are reporting to us that they do not know the NoVo trustees’ plans moving forward. Yifat Susskind, Executive Director of MADRE, enumerates in her letter to the editor in The Chronicle of Philanthropy, the myriad implications of these kinds of shifts in a foundation’s direction, specifically highlighting how profoundly deleterious a course change is in this instance given the dearth of investment by others in the field.

Our pledge as consultants and other non-trustees working in philanthropy

Calls for accountability also apply to those of us who work in, consult to, or otherwise support the philanthropic sector. All of us must deepen our own practice of anti-racism, assess roles we take by whether or not they will perpetuate or challenge racial injustice, and encourage foundations to follow the leadership and strategies already developed by BIPOC leaders — guidance documented in ABFE’s call to action, Movement for Black Lives’ Vision 2024, the National Agenda for Black Girls 2020, and Solidaire’s love letter to the movement.

These are our pledges and best hopes for this transformational moment for philanthropy.

What are yours?

Mike Allison, Michael Allison Consulting

Bess Bendet

Ashley Blanchard, Vice President/Trustee, Hill-Snowdon Foundation

Liz Bonner, President/Trustee, Hill-Snowdon Foundation

Karie Brown, Board Chair, Hidden Leaf Foundation and Principal, KB Consulting

Susan Colson, Organization Consulting

Emilie Cortes, Trustee, Compton Foundation

Amanda Coslor, oca fund

Vanessa Davenport, Board Chair, Compton Foundation

Shannon Ellis

Laurie Emrich, Board Member, Global Fund for Women

Eileen Farbman, Board President, Kolibri Foundation

Leo Farbman, Trustee, Kolibri Foundation

Steve Farbman, Trustee, Kolibri Foundation

Mark A. Finser, Co-founder and Trustee for RSF Social Finance

Jason Franklin, Board Chair, Proteus Fund, Steering Committee Co-Chair, Solidaire Network

Radha Friedman Consulting

Robert Gass

Michael Gast, Donor Organizer and Social Justice Fundraiser

Michelle Gislason, Consultant and Coach

Molly Schultz Hafid, MSH Consultants

Paul Haible, Executive Director, Peace Development Fund

Hildy Karp, donor advisor

Kim Klein, Klein and Roth Consulting

Andrea Lynch, Consultant

Abraham Lateiner, Solidaire member

Casey Llewellyn, Transformational Coach

Jaimie Mayer, Board Chair, Nathan Cummings Foundation

Nancy Meyer, donor

Susan Mooney, Consultant

Paula Morris, Consultant

Maggie Potapchuk, MP Associates

Alan Preston

Stephanie Roth, Klein & Roth Consulting

Lisa Silverberg

Dara Silverman, Consultant and Coach

Isaac Lev Szmonko, Gelman Giving

Adene Sacks

Jane Segal

Alexandra Toma, Trustee, Compton Foundation

Rye Young

Beth Zemsky

kristen zimmerman

…and the list of signers is growing, you can sign too!

Shiree Teng

Chandra Larsen

Phela Townsend

Deborah Barron

Shira Saperstein

Rachel Humphrey, Sr. Program Director, Justice Funders

Cory Pohley, Consultant

Emily Goldfarb, GoldRio Consulting

Cheryl Gooding, Gooding & Associates LLC

Caitlin Brune

Susan Schneck Sawyers. Chocolaté Milk & friends

Margarita Rozenfeld, Incite International

Jen Astone, Integrated Capital Investing

Melinda Fine, Fine Consulting

Victoria Wigodzky, organizational strengthening consultant

Mandy Van Deven, Philanthropy and Communications Consultant

Fleur Larsen Facilitation

Laura Livoti, Spark Lab: Philanthropic Advising and Nonprofit Consulting

Mary Heffernan, Consultant, Portland, Oregon

Jeffrey Tiell

Amy Mandel Solidaire member; Founder and Funder Tzedek Social Justice Fund

Aparna Rae, Founder — Moving Beyond

Meredith Fenton, Consultant

Alyssa Wright, Consultant

Belen Gonzalez, Gonzalez Consulting Group

Beth Applegate, MSOD, CDLF, President Applegate Consulting Group

Jocelyn Ban, Consultant

Aaron Dorfman, National Committee for Responsive Philanthropy

Ellen Toups

Dr. Norma Tan

Christine Cavalieri, ACC, CDTLF, Board of Directors, ICF Philadelphia

Ritu Sharma, Radiant International, global development consultant

Holly Delany Cole

Alison Traina, Alight Coaching and Consulting

Diane J. Goodman, Diane Goodman Consulting

Amy Bartleson Balcam

Carla F Wallace

Jean K. Ries

Wendy Todd Consulting

Steven LaFrance, Learning for Action

Leigh Rae, Board Co-Chair, Women’s Fund of Western Ma

Catherine Gund

Russ Gaskin, CoCreative

Heather Equinoss, CoCreative

Camille Ramani, Ramani Consulting

Renee Rubin Ross, The Ross Collective

Lydia C. Watts

Camille Ramani, Ramani Consulting

Pete Helsell — President/Trustee Satterberg Foundation

Maggie Williams, North Star Fund Board Member & Individual Donor

John Esterle, Trustee, The Whitman Institute

Belinda Lyons-Newman, Lyons-Newman Consulting

Catherine Lerza

Miriam Messinger, consultant with Interaction Institute for Social Change

Tema Okun, Racial Equity educator and activist

Lucy Sturgis French

Ellen Schneider, Active Voice Lab

Dipti Pratt

Marlene Engelhorn

Lisl Schoepflin, Board Chair Panta Rhea Foundation

Kimberly Otis

Jean Iannelli Craciun

Jennifer Cate, Consultant — Cate Collaborative

Mandy Giles, Consultant, Cate Collaborative

Felicia Rosenfeld, FARconnector

Adam Cutsinger

Rebecca Van Sickle, Managing Partner, 1892 consulting

Marsha Davis, Tzedek Social Justice Fund

Mijo Lee, donor organizer / philanthropic consultant

Susan Feit

Susannah Bien-Gund

Charlotte Buhr-Gund

Supriya Lopez Pillai, Trustee and Executive Director, Hidden Leaf Foundation

You can take action now: