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Podcast

The Power of Being Responsive to the Needs of the Moment with Sherrilyn Ifill (RECAST)

 

As nonprofits, we need to be responsive to the people’s needs at the moment while tackling the bigger structural issues as well. This is a powerful message that this episode’s guest can never overemphasize. In this recast of our special two-part series, Nic is talking with Sherrilyn Ifill, the seventh and current President and Director-Counsel of the NAACP Legal Defense and Educational Fund (LDF), the nation’s premier civil rights legal organization. This interview was recorded back in May 2020, when the country contended with both a pandemic and growing racial and social justice movements. Which, two years later, is still pressing on in addition to the war in Ukraine and inflated markets worldwide. Listen in and learn about the immense power of being responsive and other lessons and information born out of decades in service of the people.

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Building Momentum through Relationships with Jay Williams (RECAST)

This week on the Nonprofit Build Up we are publishing a recast where we’re talking with Jay Williams, President of the Hartford Foundation for Public Giving. Jay is currently leading the Foundation’s commitment to dismantle structural racism, achieve equity, and improve social and economic mobility, in partnership with nonprofit organizations and community stakeholders.

Jay is so thoughtful and clear in how he explains the role of democracy in dismantling systemic racism and how to build and maintain this momentum, particularly through advocacy. And Jay explains the role of community foundations as critical capacity builders and their role as a support and resource within communities.

During this conversation, Jay speaks to the importance of compromising positions (instead of compromising principles) and why we need to shift the mindset of failure and risk in philanthropy. This conversation forces us to ask ourselves a critical question: “Am I willing to redefine the way I see and understand my organization’s role and what it means to be in relationship with others?”

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About Jay Williams

Since July 2017, Jay Williams has served as president of the Hartford Foundation. He is currently leading the Foundation’s commitment to dismantle structural racism, achieve equity and improve social and economic mobility in our region, in partnership with nonprofit organizations and community stakeholders. In his role, Jay serves on the boards of the MetroHartford Alliance, AdvanceCT, and the CHEFA Community Development Corporation. In addition, he is a member of the Governor’s Workforce Council and the Community Foundation Opportunity Network Governing Council.

Prior to coming to the Foundation, Jay served as U.S. Assistant Secretary of Commerce for Economic Development where he led the federal economic development agenda for the United States. He also served as Deputy Director of the Office of Intergovernmental Affairs at the White House where he was the principal liaison between the President of the United States and local elected officials. Previously, Jay served as the executive director of the federal Office of Recovery for Auto Communities and Workers. He arrived in Washington, DC after serving as Mayor of the City of Youngstown, Ohio where he helped lead regional economic development initiatives to improve the city’s global competitiveness. Prior to being elected Mayor, Williams led a Community Development Agency in Youngstown.

 

Read the podcast transcription below:

-Upbeat Intro Music-

Nic Campbell: You’re listening to the Nonprofit Build Up Podcast and I’m your host, Nic Campbell. I want to support movements that can interrupt cycles of injustice and inequity, and shift power towards vulnerable and marginalized communities. I’ve spent years working in and with nonprofits and philanthropies, and I know how important infrastructure is to outcomes. On this show, we’ll talk about how to build capacity to transform the way you and your organization work.

Nicole Campbell: Hi, everyone. This week on the Nonprofit Build Up, we’re talking with Jay Williams, President of the Hartford Foundation for Public Giving. Jay is currently leading the Foundation’s commitment to dismantle structural racism, achieve equity, and improve social and economic mobility, in partnership with nonprofit organizations and community stakeholders. In this role, Jay serves on the boards of the MetroHartford Alliance, AdvanceCT, and the Connecticut Health and Educational Facilities Authority Community Development Corporation. In addition, he is a member of the Governor’s Workforce Council and the Community Foundation Opportunity Network Governing Council.

Nicole Campbell: Prior to joining the Hartford Foundation, Jay served as U.S. Assistant Secretary of Commerce for Economic Development where he led the federal economic development agenda for the United States. He also served as Deputy Director of the Office of Intergovernmental Affairs at the White House where he was the principal liaison between the President of the United States and local elected officials. Previously, Jay served as the Executive Director of the federal Office of Recovery for Auto Communities and Workers. He arrived in Washington, DC after serving as Mayor of the City of Youngstown, Ohio where he helped lead regional economic development initiatives to improve the city’s global competitiveness.

Nicole Campbell: Jay and I recorded this conversation in the beginning of this year, 2021, shortly following the insurrection at the United States Capitol. Jay is so thoughtful and clear in how he explains the role of democracy in dismantling systemic racism and how to build and maintain this momentum, particularly through advocacy. And Jay explains the role of community foundations as critical capacity builders and their role as a support and resource within communities. He also talks about creating wealth for historically marginalized communities by focusing on creating and supporting cross-sector partnerships. He highlights the critical nature of revenue diversification and financial sustainability and how they both allow for nonprofit flexibility and greater impact.

Nicole Campbell: During this conversation, Jay speaks to the importance of compromising positions (instead of compromising principles) and why we need to shift the mindset of failure and risk in philanthropy. This conversation forces us to ask ourselves a critical question: “Am I willing to redefine the way I see and understand my organization’s role and what it means to be in relationship with others?” Let’s challenge ourselves. And with that, here is Jay Williams.

Nicole Campbell: Hi, Jay, I am so excited to have you join us today. I think it’s going to be a really great conversation.

Jay Williams: Nicole. I’m looking forward to it. Thank you for having me.

Nicole Campbell: Okay. So to get us started, can you tell us about the Hartford Foundation, your role there, and what is the foundation’s immediate priority?

Jay Williams: Absolutely. I am the President and CEO of the Hartford Foundation. I have been with the organization for about three and a half years. The Hartford Foundation is the largest and one of the oldest community foundations – it’s the largest in Connecticut, and it’s one of the largest and the oldest community foundations in the country. And our focus area geographically are the 29 communities that are surrounded by the city of Hartford. So the city of Hartford and 28 other communities. So it’s a fairly broad region. And I can tell you that we are focused in lifting our mission, which is strategically zeroed in on dismantling racism and increasing social and economic mobility. That is how we are describing it. And the really undergirding of that is our mission to put philanthropy into action, which creates lasting solutions to add to the vibrancy of communities in the greater Hartford area. But we know we can’t do that, as we have come to evolve, without addressing some of the structural inequities and barriers that have plagued our nation, our state, and certainly our region for generations. And that’s how we’ve really just been describing our strategic focus, which has evolved over the last 18 to 24 months.

Nicole Campbell: So, thanks so much for that, Jay, and I know you talked about being a community foundation and I tend to get a lot of questions around what exactly is a community foundation. Is it a foundation? Is it a nonprofit? So can you talk a little bit more about your structure and what being a community foundation involves?

Jay Williams: That’s a great question. And I shouldn’t take for granted because foundations are so often talked about. There are three broad characterizations or foundations or classifications, a community foundation, corporate foundations, and private family foundations. Corporate foundations are what they sound like, for-profit corporations that have a philanthropic arm, family or private foundations are similar to what they sound, individuals or families who seek to engage in philanthropy through a mechanism. These are all defined by the IRS tax code. And then a community foundation, which is a special type of foundation that has a geographic focus. So we are rooted geographically. We are a philanthropic organization, nonprofit organization, whereby we accept donations and we can accept donations for our region or from anywhere. But our primary investments, or grantmaking, is in a geographically defined area, particularly from the foundations under stripping funds, donors can give wherever they’d like to give.

Jay Williams: And in doing that, we invest the money, and we manage it with an obligation for perpetuity; that we have an obligation to manage our resources, such that future generations will benefit from the growth of those resources and continue to put them out into the community. And in doing that, we take that fiduciary responsibility very seriously while simultaneously understanding that we exist to then deploy those resources and those financial resources and back out into the community, to our nonprofit partners. We also believe very strongly that we are convener, that we are a capacity builder, and helping to build the strength and capacity of partners and stakeholders in their region, and we also engage in public policy. But at our core, it’s about being able to accept donations from individuals who are very generous, invest those, and then make grants to stakeholders in our region.

Nicole Campbell: I really like the way that you have described the role of the community foundation, that it’s rooted within the community and really focused on growing that community with the resources that the foundation has today. So thank you for sharing that. I also really love the emphasis on capacity building and acknowledging the role that community foundations play there. And you talked about the Hartford Foundation being focused on economic mobility. Can you talk a bit more about how you all are approaching that focus area, particularly now in the time that we’re in, the kinds of things that have changed for you, and maybe where your priorities are sitting within that area?

Jay Williams: Absolutely. And really this has been an evolution over the past two or three years, and I credit our previous board chair along with all the current board members for the evolution of having us lean into community and economic development, and economic opportunity more intentionally. And particularly, even more with the focus toward the communities of color that have been overlooked, under-invested in, that have not had the wealth building opportunity, the gainful employment opportunities that have been a pathway to increasing wealth for so many people across this country. And it’s not because of lack of talent, or lack of effort, lack of intellect, lack of innovative creativity. It’s been often because of the barriers that have existed, that the structural racism that has existed had such a detrimental effect over the course of generations. We believe that if we’re going to fulfill our mission, that we have a role in helping to help build and create those wealth building opportunities.

Jay Williams: We can’t do it alone; we don’t do it alone. It is through partnerships with nonprofit organizations. It is through partnerships with employers, with for-profit organizations, it’s through partnerships with institutions that can bring about the types of skill and knowledge and training, entrepreneurship training or otherwise, that are part of building wealth. So it’s broad, but we have a specific and intentional focus on the areas that we think that are appropriate for a community foundation and understanding that it takes time, that it is, like I said, through various partnerships that we can do that. But we think that those communities of color that have just…the data, and this is all data driven, the data that demonstrates the net worth of households of communities of color are a fraction of their white counterparts, that they are not afforded the same employment opportunities. And even with the same skillsets, the same intellect, the same drive and ambition, the systems as they have existed and were designed in this country, just did not permit the same ascension through the economic classifications that we have. So we think that there’s a lot of work to be done, but we just absolutely are committed to doing it.

Nicole Campbell: And you’ve talked about this generational effect, like considering the role that a community foundation can play looking forward to generations and setting them up for success. And it’s showing up here in the work that you’re doing within economic mobility. And I particularly like how you talk about this partnership approach. And it really resonates with me because I know we talk a lot, or I have spoken about, this ecosystem approach that is not just one organization or one individual within a community, but it’s all this interconnected organizations and individuals working together. I’m really enjoying the way you’re approaching and thinking about the work. And you talked about some real structural issues, on systemic problems, and that leads me into my next question. I know you also are focused on dismantling racism and again, we’re sitting now in 2021, I would love to hear how you are focused on doing exactly that, how you’re able to remain hopeful in that space and work with partners to do that work.

Jay Williams: That’s a great question, and when you think about whether to remain hopeful, what’s the alternative? I mean, it is to be lost and consumed by despair, to be paralyzed by fear or anger, and that to me just doesn’t seem like a viable alternative. And that’s not to say that remaining hopeful means that we’re naive or Pollyanna-ish, because we’re not. And the recent events that we have all lived through, the horror of the insurrection that occurred against the democratic institutions of this country remind us, and in a lot of the undergirding of that being racism and antisemitism. On the day that the state of Georgia elected its first black Senator, a black preacher, and a young man of Jewish faith, and then to just hours later see what we saw in Washington, DC, reminds us that this dismantling of racism, and when I say racism, it includes antisemitism and it includes all the isms, but racism is often the most visible and has certainly, arguably existed for as long as any of us can remember. And it doesn’t diminish or take away from the others, but it reminds us that we use the term dismantling because that means piece by piece.

Jay Williams: You know, this isn’t something that can be demolished or bulldozed. We would all love that, but it has to be taken apart piece by piece, sometimes in very visible ways and sometimes working in less visible ways, but still weakening the hold and the grasp that it has had on our society. And it manifests itself in very different ways, but always through partnerships through the deployment of resources. And I think that in doing that, I would love for it to be done in my lifetime. You know, I’ve got a 10 year old son and I would love for him to grow up in a society that is much less racist, and the structures are much less present than they are for the society that I grew up in. I don’t know how far we’ll get, but I know that I, and we as an organization, feel we have an obligation to push forward and to try.

Jay Williams: And again, it manifests itself in so many different ways, but what has been encouraging and inspiring is to see that this has become a cause not just taken up by people of color. As we saw in the spring and summer of 2020, that the streets were filled with people who are black, white, red, yellow, and every ethnicity and race, saying, “Enough is enough.” It was sparked by the death of George Floyd, and Breonna Taylor, and Ahmaud Arbery, and you name them, that list is too long, unfortunately. And the goal is to keep that momentum going, even absent a viral video, because we know that for every viral video, there are 10, if not a hundred instances that are just as heinous and tragic.

Nicole Campbell: And you’re using different approaches and different tools because as you’re explaining, and I like the way you put it, we’re dismantling, going piece by piece and being very deliberate about it. You mentioned Jay, that you’re doing this in visible ways and in sometimes not so visible ways. And I think that at this point in 2021 and with everything that has happened over the past year, that a lot of organizations are now exploring advocacy, particularly foundations, and some organizations have already been in that space. But for those that are newer, they’re thinking about, wait, how do we raise our hands and our voices and become more engaged? And so how is the Hartford Foundation thinking about advocacy? How has it thought about it previously and how is it thinking about it now?

Jay Williams: That’s a great question. And to the board’s credit, you know, we have been in this space for a number of years, but that being said, it was more along the lines of some issues or issues that could be generally, universally agreed that this was a space that was important, but didn’t get into areas that people might’ve been less comfortable. And to the board’s credit now, we are approaching the board about being able to get into legislative advocacy and issue advocacy, and to be able to fund and support groups; not pushing anything that isn’t aligned with our values or our mission, but that they may advance that in ways that are more, I don’t want to say controversial, but more forthright, more visible, that begin to speak more plainly, more clearly.

Jay Williams: And the question was, “Oh, well, what if this protest is sponsored by the Hartford Foundation?” Well, if the protest aligns up with our values and is within the bounds, our rights, and our religion, and our freedoms to express our descent, then why wouldn’t we support that? And knowing that there are those protests that do cross a line, but that doesn’t justify. And for that, we shouldn’t say, “Well, we’re not going to do anything because they may cross a line.” We want to make sure we’re clear of what we’re supporting, what our expectations are, but the fact that some people who may be the target of protests are uncomfortable when you’re talking about systemic injustices, well, people should be uncomfortable. And we shouldn’t always have to think that the discussion around systemic injustices should be comfortable and should be you don’t advocate and would never advocate violence or public instruction or writing. But the notion that people can be made uncomfortable around issues that are just completely unacceptable and go against the tenant of who we are is absolutely right. So the board has been wonderful in terms of taking their own journey, really empowering us to explore new ways to advocate for, you know, the issues that are squarely within our mission values and strategic focus.

Nicole Campbell: Yeah. I think we’re definitely in a moment where we’re realizing that we can have real impact and systemic change. And I think that is really appealing to organizations that are working with vulnerable and marginalized communities that have been historically left out of the conversation. And so to now be able to use your voice and advocate for this type of systemic change makes a ton of sense. And as you mentioned, it’s systemic injustice and we should be uncomfortable with it. So with the organizations that are on the fence, or they’re thinking about this, what advice would you have for nonprofit organizations that are fundraising money from donors, from funders? And they’re thinking, how can we be engaged in advocacy and also do our work? Particularly since they had not been engaged in advocacy up to that point. And now it seems like a sort of pivot for them.

Jay Williams: That’s a great question. And I will acknowledge that there are those who would give much better answers than I. And I say that because I recognize how fortunate and blessed we are at the Hartford Foundation to not have to fundraise in a traditional sense. We absolutely are always engaging donors and seeking to expand our donor base, while at the same time benefiting from an endowment that provides us a significant stream of revenue to engage in our activities. But as we put it in the context of seeking to inspire new donors or existing donors to give more, it really goes back to, I think, ensuring that the mission and our work are both relevant and timely, relatable to the issues I have. I do not believe, and I’m not criticizing organizations that think otherwise, but I do not believe that we need to cater our mission to raise funds or to, in our case, inspire donors.

Jay Williams: I think that we, in fact, quite the opposite, many of our donors are coming to us looking to be inspired and wanting to be educated and saying, “What are you doing? How can we partner with you strategically?” Not all of them. Some of them have a very clear view of what they want to do, and we support that wholeheartedly. But I think if organizations, really at the core, review their mission and their work, make it clear how they’re being impactful. And I understand it’s easier said than done because there might be a dozen or a few dozen others doing that. But to me, that’s what’s most important. And then it becomes easier because you’re just naturally able to talk about what you’re doing. And it becomes compelling to donors or potential donors, as opposed to saying, “Hmm, how can we put this together in a pitch that might appeal to donors.” And recognizing that what you’re doing, how can appeal to everyone, not every donor on the planet will find what we’re doing at the Hartford Foundation appealing.

Jay Williams: Not every one of our current donors jumps on our strategic focus and says, “Yeah, I want to go, you know, we want to go that way.” They want to, some of them, want to do their own thing. But increasingly more and more of them have come to us and said, “About time, we’ve been waiting, we’re inspired, this is exactly what we hoped and wished that our community foundation would do.” So it’s been affirming to us. In disparate by saying, yes, there was one particular instance where a daughter said, “You know what? This is not what we think you should be involved in, and we’re going to go elsewhere.” And I was happy to have a conversation about trying to ensure that the donor was clear about why we took the position that we took, that we welcomed dissenting opinions. That daughter did not want to have that conversation and perhaps chose to go elsewhere, but that’s a risk and an outcome that does not negate the direction and the commitment that we have.

Nicole Campbell: So what I’m really hearing you say, Jay, at the core of it is to have a compelling vision and mission that you stick to. And you make sure that you understand your unique value proposition that you’re putting out there and how you’re problem solving with communities. And I liked the idea of not twisting and turning to sort of fit each donors or funders wishes and needs. And I think that’s going to resonate with a lot of people listening, but a follow-up question I have for you on that is how do you get to that point? How do you get to the point where you, yes, you have this compelling vision and mission. You have a compelling strategy, but you also need funds. How do you get to the point where you say, “No, we’re not going to alter the way we’ve been working just to fit this particular donor.” Assuming that it doesn’t align with what they want to do.

Jay Williams: Right. And I’m glad you followed back up on that because I realized I’m speaking from a position of having a significant base from which to operate our endowment, generates significant dollars, but we still need and want and look to inspire new donors. And the way I would respond to that is one, it is not easy, it does take time, but it’s the same principle that I used when I served in elected office is that I ran for office with a view and a set of principles that were inspiring me up that I wanted to try to execute, you know, as the mayor of the City of Youngstown, where I served as mayor. But I also recognize going in is that I would sometimes have to compromise my positions. So what I said is, I would never be willing to compromise my principles, but in elected office, in order to move my agenda forward and advance the community in the best interest of the community, I might have to compromise my position on a particular issue. And understanding that your principles and your positions are sometimes aligned, but sometimes you, as long as you maintain your principles, you should be willing to be flexible on your position.

Jay Williams: So, I would say the same thing could apply to organizations when they’re talking about their donors, don’t let a donor move you off of your principles, but absolutely if a donor’s interest is there and you could position, you know, take a slightly different position to appeal or align with that donor. Absolutely. And you’re not selling yourself short, you know, by taking a different position, as long as you maintain your principles.

Nicole Campbell: Yeah. I like that. And I like the distinction that you’re setting up between principles and being flexible then on your position. I think that’s a really important thing for organizations that are fundraising to keep in mind. Another thing I would add is that one of the reasons you can be so flexible, as you mentioned, is you have diversified revenue streams, right? So you’re not overly dependent on one type of funding source. And I think that that’s something that we should really start to explore a bit more in the sector that we’re not just relying on one type of donor, one type of revenue source, and that increases our flexibility.

Jay Williams: So even, Nicole, even in a situation where we’ve got an endowment that’s approximately $2 billion, so that generates significant revenue, but we still need to diversify our funding sources, even with an endowment of a billion dollars. For a while that generates tens and tens of millions of dollars for us to operate and do grantmaking, it still has its limitations. When the market is down, that revenue is down. So somebody said, “Oh, it’s down from 50 million to 40 million.” Well, yeah, I mean, don’t get me wrong, $40 million is a lot of money, but it still limits our ability to impact the community. So things such as our own exploration of how do we try to have other sources of revenue, other assets under our influence or management, you know, is there a revenue generating idea or entity that we might acquire to your point, even diversify further beyond our endowment, which has diversified itself, but how do we diversify even beyond the endowment?

Nicole Campbell: And it’s impressive that you all are still thinking about diversification of revenue when your endowment is so significant. And I hope that is a message that resonates with many, because at no point, should you stop and not think about how you should further diversify your revenue sources.

Jay Williams: Absolutely, you never arrived. The more diversification, that means, again, you weather those storms. And at the end of the day, it’s not for our own self wealth building. It’s the more diversified streams of revenue we have, the more diversified streams of revenue we can put out into the community.

Nicole Campbell: Agreed, agreed. And it just all ties into sustainability. So I know we’ve been talking about what the nonprofit organizations should be doing and focused on. If I were to flip that now and ask about what kind of advice should we be sending to funders? What kinds of messages should we be sharing with them at this point?

Jay Williams: Yeah, I’m always hesitant, you know, with advice and messages, because again, we have not arrived. We’re still learning. We make our mistakes. We come at this with, from a position of humility, which is always important. I think that is it, is as one thing I would say with organizations is being flexible, having a position of humility. And with funders, I would hope that the funders would be open to being also not compromising of their principles, but their position. So every funder has a set of principles and all funders have a set of positions. If funders are equally willing to be flexible in their position, I think that bodes well for organizations, because organizations of various sophistication and capacity to align themselves with a donor. So if you’ve got both parties coming to this, the funder and a potential recipient saying, “Here’s our principles, but yes, we can compromise on positions to sort of meet and marry on a particular issue.”

Jay Williams: That would be of significant, I think, benefit. The notion to funders that sometimes what an organization needs is just core operating support. You know, we have to be, and I’m sure we’ve been guilty of this in the past, of having all these programmatic supports that we provide. So an organization will say, “Oh, that program, yeah, we don’t quite do that. But if that means I can get a grant from the Hartford Foundation, yeah, we could do that program. Or we can do this program.” So you don’t want organizations chasing donors or dollars trying to make sure that they’ve got the programs that they think are appealing. I would hope that funders would look, and again, we’re both a funder and an organization that receives funding. So I think in that regard, we have to look at both sides of the coin. So funders who can look at our organization and say, “You know what, you’re doing great work. So perhaps I’m looking to support you just for continuing to do that great work. I’m not asking you to have a new program. I’m not asking you to sort of create this new way of doing it.” If what you’re doing is impactful and is appealing to a need, maybe just saying here for general operating support and the reporting such of just continue to share with us, as donors or funders, what you’re doing and how so. I think that’s the other message. Then again, I would love for, as a funder, that we need to take into the account for organizations we’re funding, but also as a recipient of funding for potential funders to any nonprofit organization.

Nicole Campbell: I appreciate that, first in terms of funder flexibility and increasing that, and then in second, general support. That core operating support that organizations definitely need. And as you said, you’re not asking these organizations to create a new program, to do all these things, but they still can do it with that funding, right? That’s the beauty of the flexible unrestricted funding

Jay Williams: Here’s a secret that I hope it doesn’t get me in trouble. We’ve heard the old axiom: he or she who has the gold rule. He or she who has the gold makes the rules. I say it sort of tongue in cheek, but sometimes the nonprofit organizations themselves know best. There’s a deep well of expertise. So, you know, a funder who wants to come in and change the world very well-intended, and this is how I think the world should change, and I’m going to write you a check as long as you’re willing to change the world in the steps that I think. Maybe saying, “Well, they’re in that space, they’re doing this day in and day out. So maybe let me ask, even as a funder, how can I help you continue to change the world, impact the world?” And if it is the program, boom, here, let me support.

Jay Williams: But if it is, hey, just helping us continue to exist through this horror, you know. So that expertise, and I think this goes to one of your early comments, how we view our relationship with our grantees. We have to not always say, “Hey, well, we’re the funder. So, here’s the rules and the terms.” But instead look at it as partnerships. And that’s particularly important as we talk about our organizations of color. And we’ve made a very intentional shift and investment in dealing with organizations that are led by people of color, that are born out of the experience of communities of color, and looking at them, not as grantees or recipients in a subsidiary role or subservient role, but as equal partners. So transferring and sharing some of the power we have, and I’m defining power right now by our wealth or financial resources, said, “You know what? You’re in that space, you know best. So we’re going to take some of this power or wealth, you have it, and now you go forth in the way that you think is best.” And you need not sort of…we would ask that you share with us what you’re doing, but you need not sort of ask us, how do we deploy the resources or wealth you’ve now shared with us or invested into us.

Nicole Campbell: Yeah, I think that is the critical transformational piece. So what you’ve just articulated is really about that mindset shift that needs to happen within philanthropies, foundations, funders, Because I think we focus on a lot of the technical pieces. Like how do we actually transition from project to general support? And instead, we should spend that rethinking, like how we’re viewing our relationships with our grantees.

Jay Williams: Absolutely, sometimes intentionally, sometimes unintentionally, the community foundation or the funders are positioned as the saviors. And we think, oh, again, sometimes well-intended, these communities of color oh, they need to be saved. They need someone to come in and be the hope and inspiration. And instead of looking at it that it’s not saviors that they need, it is often opportunity or resources that they have been systemically excluded from obtaining. They are able in many instances to write their own narrative, to write their own success, to be their own saviors, and don’t need saving. And I think to your point, it’s that fundamental mindset, a shift of how we view those relationships and being partners, as opposed to funder and recipient, sort of always making sure they stay in the good graces of the funder.

Nicole Campbell: And I know you mentioned that you all have increased the amount of funding that you’ve provided to organizations that are being led by people of color. For funders that have not yet made that significant investment, but are thinking about it. They’re talking about it. What do they need as a next step? The one thing that they should be focusing on now to make that pivot and start to invest in organizations that are led by people of color.

Jay Williams: Again, careful not to sound like I’m dispensing wisdom or profound knowledge, but I mean, the empathy, the putting oneself in the shoes of the other on the other side of that transaction. Every organization that we know today, virtually, as the most high performing effective, non-profits start off as some fledgling idea. The organization that, you know, people give to now without hesitation. And I hesitate to name them, but I mean, I’ll just use some broad, you know, whether it’s the Red Cross or you name it, Those organizations, first of all, aren’t perfect because no organization is, but they started off as an idea. They started off with somebody saying, “Ah, man, what a risk…should I…what does this Red Cross thing or this Red Crescent thing?” As it started. There is some risk. Funders have to be….I would hope are savvy and wise, but are not so risk averse that they’re unwilling to take that step.

Jay Williams: Think of the technology companies today, the Uber, and Google, and Facebook, and Apple. These start off with, I’ll say kids, tinkering around in their garages and with these ideas. And now the culture there is in startup, you’re nobody, unless you’ve had two or three failures. If you haven’t had a failure, a failed business IPF, at that point, there’s less trust in investing in someone who hasn’t had a few failures versus like, oh yeah, you got those three bombs under your belt. Yeah. And it’s like the opposite in philanthropy. Oh, that didn’t work out well, that last grant didn’t work out. Heaven forbid we should have another. And if you think about it, when now we’ve got, you know, these multi-billion dollar, I think a couple of them that have achieved trillion dollar, market capitalization, every last one of them, every last one of the individuals who started those will share with you a story of one or more failures they had before they got it. So how do we take a little bit of that mindset and apply it to our struggling nonprofits? Who, yeah, that grant didn’t turn out just right. But that doesn’t mean we should now not have that same mindset. Learn from it, build on it, and here’s the next opportunity.

Nicole Campbell: You hit again at the core of it. I completely agree. I think at the core of all of this is how are you defining risk and are you willing to redefine it? Right. So I think yes, having that conversation initially before moving into anything else is so critical and I could go on and on about risk. But I did want to say that this conversation has been, just like the others that we’ve had, so thoughtful and you have been so clear on the role that not only the Hartford Foundation plays, but that community foundations, as intermediary organizations, can play and really providing sound next steps for leaders within organizations. So I think, you know, I’ve just been so inspired by this conversation.

Jay Williams: You’ve made it easy, Nicole.

Nicole Campbell: I appreciate that. And I want to ask you a question that I ask all of our guests to help us continue to build knowledge through books and people we should learn from or about to close us out. What book do you think we should read next? Or what artists do you think we should be paying attention to?

Jay Williams: That’s great question. So let me start with the artists. You know, I was trying to think of any particular artists, but my 2 cents would be to be culturally and intellectually curious. I have stumbled upon artists, whether they are musical artists, performance artists, artists of any medium, sometimes just through curiosity, hearing a sound or sort of just exploring. And if someone were to look at my playlist right now, they would have no idea. I mean, from rap to gospel, to Taylor Swift, I mean, you name it. I mean, it is all there. And in terms of a book and I have not read the book, but I heard the author being interviewed on one of the NPR stations. And it will be the next book that I read. Claudia Rankin, who is an African-American poet. And she wrote a book called, ‘Just Us’.

Jay Williams: I think it’s ‘Just Us in American Conversation’, and it’s a view on how white supremacy has just become such an almost ingrained, acceptable part of the culture that we sometimes, I think, don’t even recognize it. And when I say we, I mean, we, as people of color and people in the white community. Not necessarily the white supremacy that has the proud boy, flag-waving, sort of, you would typically see. But I just heard her being, yeah…it was on the NPR show. It’s been a minute. I think Sam Sanders is a host, but just that interview in the car, you know, I was like, you know, who is this? Let me try to catch it while I’m driving. And it was Claudia Rankin and the book is called ‘Just Us’.

Nicole Campbell: Okay. So great. Thank you so much for sharing that, you are the second person that has mentioned that book. So it is now on my list as well, and great advice about being both culturally and intellectually curious. So thank you for that. We’ll put all of that information into the show notes so people can see it. Jay, again, I just really want to thank you for this conversation. I’m inspired to do even more. And so I want to thank you for sharing all of this knowledge and insight about your foundation, about foundations, generally the sector. And I appreciate how practical your advice and guidance has been. And I think that that’s the piece that helps leaders and organizations build even better. So thank you again so much for your time.

Jay Williams: Well, thanks for having me. It’s been a pleasure. I look forward to the next time we have a chance to talk.

-Upbeat Outro Music-

Nic Campbell: Thank you for listening to this episode of Nonprofit Build Up. To access the show notes, additional resources, and information on how you can work with us, please visit our website at buildupadvisory.com. We invite you to listen again next week as we share another episode about scaling impact by building infrastructure and capacity in the nonprofit sector. Keep building bravely.

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Leveraging Systems for Sustainability and Opportunity with Jim Shelton (RECAST)

This week on the Nonprofit Build Up we are sharing a recast originally published in June of 2021 where we’re talking with Jim Shelton. Jim is the Chief Impact and Investment Officer at Blue Meridian Partners, a philanthropic vehicle that identifies and scales solutions to the problems trapping youth and their families in poverty. He also serves as a Senior Advisor to KKR Global Impact and is a nonresident Fellow at the Brookings Institute.

Jim was the co-founder of Amandla Enterprises and the former Deputy Secretary of Education and founding Executive Director of My Brother’s Keeper under President Barack Obama. He also worked in business, government, and the non-profit sectors as an operator, investor, and entrepreneur. In these roles, Jim has utilized management, policy, and programmatic innovations to increase access to opportunity.

Listen to the podcast here:

Resources:

About Jim Shelton

Jim Shelton, is the Chief Impact and Investment Officer at Blue Meridian Partners a philanthropic vehicle to identify and scale solutions to the problems trapping youth and their families in poverty. He also serves as a Senior Advisor to KKR Global Impact and is a nonresident Fellow at the Brookings Institute.

Jim was the co-founder of Amandla Enterprises and the former Deputy Secretary of Education and founding Executive Director of My Brother’s Keeper under President Barack Obama. He also worked in business, government, and the non-profit sectors as an operator, investor, and entrepreneur. In these roles, he has utilized management, policy, and programmatic innovations to increase access to opportunity.

Jim holds a bachelor’s degree in Computer Science from Morehouse College and Master’s degrees in both Business Administration and Education from Stanford University. He lives in his hometown – Washington, DC – with his wife and two sons.

Read the podcast transcription below:

-Upbeat Intro Music-

Nic Campbell: 

You’re listening to the Nonprofit Build Up Podcast and I’m your host, Nic Campbell. I want to support movements that can interrupt cycles of injustice and inequity, and shift power towards vulnerable and marginalized communities. I’ve spent years working in and with nonprofits and philanthropies, and I know how important infrastructure is to outcomes. On this show, we’ll talk about how to build capacity to transform the way you and your organization work.

Nic Campbell: 

Hi, everyone. This week on the Nonprofit Build Up, we’re talking Jim Shelton. Jim is the Chief Impact and Investment Officer at Blue Meridian Partners, a philanthropic vehicle that identifies and scales solutions to the problems trapping youth and their families in poverty. He also serves as a Senior Advisor to KKR Global Impact and is a nonresident Fellow at the Brookings Institute.

Nic Campbell: 

Jim was the co-founder of Amandla Enterprises and the former Deputy Secretary of Education and founding Executive Director of My Brother’s Keeper under President Barack Obama. He also worked in business, government, and the non-profit sectors as an operator, investor, and entrepreneur.

Nic Campbell: 

In these roles, Jim has utilized management, policy, and programmatic innovations to increase access to opportunity. He holds a bachelor’s degree in Computer Science from Morehouse College and Master’s degrees in both Business Administration and Education from Stanford University.

And with that, here is Jim Shelton.

Nic Campbell:

Hi, Jim. I am really excited to have you joining us for our Fast Build Leader Series and to get us started, can you tell us about Blue Meridian Partners, your role there, and Blue Meridian’s immediate priority?

Jim Shelton:

Sure. So Blue Meridian Partners is a pretty unique non-profit vehicle where high net worth individuals and foundations come together to invest at scale and solutions that take people out of poverty. In recent days, we’ve made sure that our work focuses in two areas. One is accelerating and improving economic and social mobility. And the second is centering on the issues and the systems and structures that will allow for greater racial equity. Those two things go together as you well know.

Nic Campbell:

And can you talk about what you do there and…

Jim Shelton:

Sure. So I’m, what’s called the Chief Investment and Impact Officer. So I help with setting strategy across all of our investment areas. We invest in solutions that work on national scaling. We have a place-based portfolio, we have a portfolio that’s focused on, we call it justice and mobility. So not only focusing on getting people out of the criminal justice system, but if you are involved in criminal justice system or impacted by it, how do you actually get a real second chance and get mobile. So involved in each of those strategies, as well as working across the strategies to look for alignment and ways to get maximize our impact?

Nic Campbell:

When I think about the structure of Blue Meridian, what should come to mind for me? Is it similar to a donor collaborative, a giving circle, or is it something else?

Jim Shelton:

Yeah, I think that for folks who are familiar, it is a lot like a giving circle, right? There’s a set of folks who have committed to working together to invest. The thing that is distinct is that there is a professional staff that’s in place to source new opportunities, to bet the opportunities, to frame up the investment in a way that will drive the kind of improvement in organizations’ impact, and reach, and influence that they aspire to most importantly, but also that the philanthropic investors would aspire to. And so if you think about it almost like a private investment firm for impact, right, but where the investment committee is made up of the partners who are the largest investors.

Nic Campbell:

And given the time that we’re in, Jim, I know you talked about the two focus areas for Blue Meridian, how is that showing up in terms of the work that you’re doing now?

Jim Shelton:

Sure. So it was really interesting is like we had, in 2019, we had actually made applications to our strategy to kind of make these adjustments to the overall strategy, to move from youth development to broader focus on economic mobility, understanding of racial equity. So what’s really interesting about it is, is we had COVID and everything else, taking a hard look to say, so what needs to change about the core of our strategy? And the reality is the core of remaining the same, right? Like economic and social mobility still remains critically important. It is actually, in many ways, the issue of the day when you get past the fundamental rights of human beings and taking a systemic look at that is also critical, which is the way we tend to approach the work. And then what we’ve seen is both for COVID and through the racial unrest that has come after the deaths of Breonna Taylor and George Floyd Mathers is that our country was just showing us the fault lines that we already had around inequity and that the work that we were doing to lean in to the criminal justice system to lean in on economic mobility was more important.

Jim Shelton:

What we did was we took a hard look on what would be immediately relevant, right? What kinds of things could had a special need right now? So we had a set of relatively early stage organizations for Blue Meridian that we had invested in. And we decided to say, not only what we helped stabilize our overall portfolio, but were there any that, because of the context, might have a real opportunity to expand to meet need. And so, for example, you may have heard of the Family Independence Initiative, that is one of our investees. And we had the opportunity to help invest in scaling their infrastructure, as well as doing some emergency response, to pass through some additional dollars to families that might need some crisis intervention. Again, the bulk of our work basically remained the same, right? We’re trying to build solutions to the problems that actually getting the people’s a way to coming up really mobile and then having more power in their lives.

Nic Campbell:

Jim, I like how you phrased it, right? Which is this, this pandemic, this unrest, is just showing us the fault lines in our system. And we were talking about Blue Meridian and saying, okay, what is immediately relevant to us? And what should we be focused on? And along those lines, I’m wondering if you could tell me what kind of advice would you share with nonprofits that fundraise as part of generating revenue during this time, when you’re thinking we need to focus on things that are immediately relevant, look at the fault lines to really instruct us where we need to go. But you have organizations that are trying to raise money during this time as well. So how do they prioritize and what should they be prioritizing?

Jim Shelton:

Yeah. So I think that it’s important to remember that people have now gotten clear that this is not going to be quick, that even the health crisis has been protracted, the economic impact is going to be protracted. The racial issues that we have to address are not going to resolve quickly. So while people are still…philanthropists in particular, are still interested in being responsive to the need. People are also starting to think, okay, how do I make sure that what I’m doing today is going to have a lasting impact? How do I make sure that it doesn’t…there’s not just one time aid, but it’s something that can go a bit further. There is still an interest in emergency relief and things like that, but people are saying, how does this set up someone to make it to the next run? As opposed to there was, I think, early on, Hey, people are going to be hurting, let’s just get more resources in their hands.

Jim Shelton:

And so for the nonprofits, what I would say is, I think that you wanna keep yourself in that context of saying, here’s how we’re being responsive, but here’s why we were a part of the recovery. And frankly, here’s why we’re important to the systems in the long-term. Relevance in this near-term, the medium-term, and in the long-term, is I think still one of the most compelling arguments. And I think that there’s going to be too, did you have a compelling value proposition that you bring it to the folks that are going to be most impacted. Or at least your particular population, wherever that might be.

Nic Campbell:

Right, and just really looking at it in terms of sustainability at the end of the day. Like when you’re thinking about what’s relevant now, what’s relevant in the immediate future, and then what’s relevant longer term. You’re thinking about how can you yourself as an organization be sustained throughout those periods, as well as the communities that you’re working with. Right? And then trying to really show your value proposition to donors or partners or other stakeholders. So that makes sense to me. Now, if I’m a funder and I’m receiving that message, you know, it’s still COVID, we still have all these issues happening around us. What advice are you giving me? I’m having a lot of these conversations. I’m getting a lot of these inquiries. What do I need to do during this time?

Jim Shelton:

So one, I’d say there’s no cookie cutter answer because a lot of philanthropic investing is tied to both the values and the preferences of the folks who you are representing. And also whatever particular mission you set out, with the funding that you may have access to. And what I mean by that is that there are still going to be pressing needs, right? And it is not in Blue Meridian’s history that we would invest in short-term meat. But when COVID hit, we set up a hundred million dollar emergency relief fund and a little bit more than half of that went to ways of providing aid to people who might not get it otherwise. And so leaning into domestic workers, leaning into restaurant workers, leaning in African-American communities around the country that were particularly hard hit. And so I think that for folks for whom that opportunity is something that fits within their value set, either in the long-term or in the shor- term, that there’s a critical role for them to play in doing that in ways that are strategic and that leverage the resources and infrastructure that exists out there.

Jim Shelton:

So we were really excited to partner with organizations like Propel to get dollars out or CDO, which works with folks who’ve recently been incarcerated, to get…they’re not eligible for lots of benefits, so we were able to utilize them to get dollars using their pay card system out to folks who were not going to be employed in this current context. So use the infrastructure that’s there to reach the target populations that are most in need and maybe frankly, hard to reach otherwise. Look for those efficiencies to look for scale. Then there is the opportunity to really think about how you are leveraging this opportunity, for lack of a better word to describe it, where people are suspending their belief about how things have to work. Whether you’re an education person and now, all of a sudden, online learning has been off the table, off the table, off the table for many, many people for a long time, not it is required in many contexts.

Jim Shelton:

And so how do you make sure that you’re not just enabling that, you know…a quick patchwork effort to get people online, but you’re starting to say, what would it look like to help us get much better at understanding what it looks like to use online learning where it could actually have a real benefit to the students. Where it can provide greater access or can provide better use of tools and resources to meet student needs? I mean, how do I use this as an opportunity to have people to experience that in a way that can shift mindsets about what’s possible? And the third thing is how do I do that in ways that builds an infrastructure that I can leverage later and that is sustainable, to your point, over time, right? It’s really important that, for example, we’ve made an investment through Code for America and trying to get the…there’s normally a very robust infrastructure of people who do with tax preparation for low income people.

Jim Shelton:

And that’s what you basically had to do to get access to your stimulus check. Well, what we realized is that that infrastructure was broken down at the time because the centers were closed. And so a lot of the people who needed the money most were not going to get access to those supports and services. So we worked with a nonprofit called Code for America to develop the online platform to work with those providers to be able to do their work, even though their offices were closed. We hope to reach scale, reach millions of people with it. Actually, didn’t reach millions of people with that, but it doesn’t…it’s two things. One is that infrastructure is going to be there no matter what. Now people who are amending their taxes, people who filed tax extensions to October 15th next year, that infrastructure is going to be amortized over many, many years.

Jim Shelton:

And by the way, like we made a very relatively small grant we already got, that looks like three to four X just on that part of the investment. And there’s another small investment alongside it. We invested in something called Pandemic PBT Infrastructure, which is context. It basically is, they allowed the dollars for free and reduced lunch to go home to the parents. And so they had to put together a plan, the state had to put together a plan, for how the dollars would get there. The first thing that Code of America did was partnered with states to figure out a better way to match parents with their kids. And so I’ll give you an example of California, in California there were like 3 million kids in this category. The algorithm got them to half of them without ever having parents have to apply separately. And then…but that still leaves like 1.7 million kids and families without having been connected.

Jim Shelton:

So they built their quick application online that allow people to sign up for the benefits. Let’s put it up on a Friday morning at eight o’clock and by three o’clock, there were 200,000 plus signed up, by the end of the weekend, Sunday night, close to a million people had already signed up. Two weeks later, 1.5 million people had signed up. So very quickly, like tens of millions, like 50 X on the investment, 50, 75 X on the investment was able to be returned and an infrastructure that now when they do to the stimulus round two, it’s going to be used again. So those are the kinds of things that if we’re thoughtful about the ways in which infrastructure, the ways in which organizations that are doing smart work can do this work. It’d be great. And the last thing I’ll say is notion of providing access to benefits and making it easier for folks to get the things to which they’re already entitled is the high leverage infrastructure investment. People don’t usually love plumbing, but that you couldn’t make last for a long time.

Nic Campbell:

Wow. So, you know, Jim, from everything that you just described, I think at the core I’m hearing, you know, be thoughtful, understand the environment in which you’re, you’re operating so that you know who’s out there to inform the kind of infrastructure you can build to start to be able to be responsive to the needs of the communities that you’re working with. Right? So you’re talking about looking for efficiencies and then looking also with an eye towards scaling and in the midst of all of this that, you know, central to it, is innovation, right? Like thinking creatively about how you can put together solutions. So I’m hearing all of these things and I want to ask a pretty technical question around if I’m a funder and I start to think, okay, I have all of these things in my mind. What does the grant look like? Can I do that through general support? Can I do that through capacity building? I’d love to hear how you’re thinking of then getting the funding to groups ands individuals that do the work.

Jim Shelton:

Lots of people have lots of perspectives on this. I’ll give you mine. Mine is, in particular, when you’re trying to do work that is innovative, I think that providing funds that are more flexible, donor operating support grants, if possible, where the folks who are closest to trying to solve the problem have the flexibility to move at the pace that they’re learning is one of the best things you can do if you really want to invest in innovation. And that’s particularly true when you’re trying to work on problems where there is no roadmap already, right? Because there’s the more framework you put around it, the more constraints you put on the organization and the leaders trying to do the work. The second thing is that frankly, there’s a level of trust that you ought to have in the folks that you’re betting on, that providing that kind of flexibility gives you a really good opportunity to see if you made a smart decision.

Jim Shelton:

If you give that flexibility and it’s not rewarded with the responsible investment and impact, then you don’t need to make that investment anymore. But to be honest, you actually can’t hold your grantee accountable if you prescribed what they’re going to do, and they feel like they are negotiating their strategy with you, as opposed to actually having the autonomy to actually go into the rest of it, I think is best. So I know people have different points of view on that, especially when they work with innovation. I’ve just always found that being over prescribed is a recipe for a suboptimal solution. The last thing I’ll say, because I want to blend these two things together, is you want to find mechanisms for finding the folks who you don’t already know about. And what I find in philanthropy is that our referral networks are usually really small and that being more open, even when you’re in a hurry about the process, by which you identify folks tapping other people’s networks, opening up prizes, short windows, things like that. So that leaders and organizations and solutions that you might not be familiar with at the table is really important.

Jim Shelton:

If you want to do things that give you a different view into what’s possible. And that’s something that they’re in the crisis period, it’s kind of hard to do, but as time goes on, I think we are going to be looking for more and more creative ways to become aware of other parts of the solution space. And frankly, that is going to create more opportunities for investing in leaders of color and others who normally might not be in the channels. Those referral networks turn out to be kind of excluding a lot of leaders who were approximate to the work.

Nic Campbell:

We’re talking about these tenants that underline all of this funding, you’ve mentioned being flexible, having trust, and then just being inclusive at the end of the day, right, in order to create the best solution. And I think they all resonate with me. And I wanted to ask you about the sector generally, right? And maybe some of your, what you’re going to say, builds on the flexibility, trust, and inclusiveness that we’re talking about. What does the sector do you wish we were doing less of and what do you think we should be doing more?

Jim Shelton:

Yeah. So these two things go hand in hand for me, I wish we were doing more collaborative work in a way that reduces the fragmentation and incoherence of which both the field at large, meaning the social sector, operates. But in particular, the way that the organizations that we fund have to respond to all the different funders in their demands. And so to the extent that we can come together to use common reporting to reduce common metrics, to get behind the plan of the grantee, as opposed to each of us having our own special project that we want them to do to get our money. the more impactful and strategic and innovative every organization we invest in is going to be. That’s number one on my list. And number two is I wish that we lived into our rhetoric of investing in the things that work and really starting to ask our questions.

Jim Shelton:

One, to have a robust definition of what success looks like. So we’re not looking at very narrow metrics to define these things, but also that we’re really being clear about what does success look like at every stage of development. And that might not mean that you produce the outcome you were looking for, but you have to produce the learning that you were looking for and then a path to the next level of output or outcome. And I think that people talk a big game about doing that, but the reality is it gets really easy to keep giving money to the same people, whether they’re producing or not, or get people to the folks that everybody’s excited about, whether or not they’re producing outcomes or not. And if we just all were much more disciplined about saying, what are we hoping that this produces for the world and for the people we’re trying to serve, and then being really hard nosed about saying this either it looks like it’s going to do it or it doesn’t, or it is doing it, or it’s not, I think the deal will move much more quickly.

Nic Campbell:

Yeah. And I think it’s about developing that discipline to ask that question, right. Does this work, will this solution be viable? And really holding ourselves accountable to doing that. Because I think it has implications as we think about evaluation, right? Like that then provides the framework and all the fundamentals for how we then go about evaluating.

Jim Shelton:

Yes. And it also requires that we all have a more shared perspective about what does evidence or rigor look like at every stage of development. So my evaluation framework for the at-scale organization with tons of resources and a model that’s been demonstrated over and over again, that they use in lots of places, it should be very different than the way I think about what rigor looks like for a relatively new organization, with a relatively different model that others are taking that shows tremendous promise. We should know what rigor looks like at that stage of development, but know that it’s not going to look like the evidence that these more mature organizations are producing. And we can get clearer about how we think about that collectively. And then frankly, it’d be crucially invest in organizations being able to produce that kind of rigor, which means adequate investing, flexible investing, so technical assistance and support that will allow us to build a field that is many other sectors, especially [inaudible], like they have natural mechanisms by which the things that are better products, quote, unquote, ultimately win. Doesn’t always work that way, but there’s definitely a feedback loop that says resources flow to things that people are saying are better than the others in our sector, because we don’t track outcomes against the things that are happening. Resources can flow for a whole lot of different reasons. And if we don’t begin to fix that basic mechanism in our ability to get the things that work to the most people and give them a scale is also going to suffer.

Nic Campbell:

You’re talking about things like less fragmentation, so encouraging more collaborative work, really having that kind of rigor to approach the kind of impact we want to have. And these were, you know, in many cases, seismic shifts, right? So it makes me start to think about the infrastructure of organizations and what needs to be in place to make sure that you have an environment where you can start to make these shifts and start to get more collaborative and develop that rigor at Blue Meridian. I’d love to hear how you all are thinking about infrastructure capacity of organizations and, you know, the sector generally, to be able to do their best work. What are you focusing on when it comes to, for example, boards, governance, the way they’re set up, the vehicles that they’re using, and even how they’re organized internally?

Jim Shelton:

Yeah. So I think for us, we’re on a learning journey on this ourselves, in some ways I think our founding principles was about investing in organizations to give them the assistance and competence and infrastructure to actually scale, right; give them enough capital and then allow them to invest in the things that are going to allow to provide that, as you described, core infrastructure, so that they’re not just growing, they’re growing with quality and in a way that will be able to be sustained over time. Earlier stage organizations have an even more challenging thing where they need to figure out what the infrastructure needs to look like to scale and increase their impact on the ground. And so we have to be willing to invest in them, both in what I’ll call more bespoke ways, so, Hey, we’re not ready to give you a big, giant, scaling grant, but it seems like you really need to build out your capability around measuring and evaluation, or you really are trying to figure out new ways of applying technology to your work.

Jim Shelton:

And so where can we do some selective investment to help you get to that next stage? And then once you’re there, we can come back and say, Hey, you look like you might be ready for a real scaling opportunity. So I think we have to be let the grantees do their best work, provide our perspective about where we might be able to assist them on things where it looks like they’ve gotten to the kind of capability that they will need to go to scale and be willing to fill those gaps and then to tie opportunities for more scaling, to having those gaps filled.

Nic Campbell:

That approach really requires, you know, a thoughtfulness; being analytical, but also empathetic, right? And trusting your grantees, the organizations that you’re working with. You know, Jim, your responses have been so incredibly thoughtful and relevant and insightful. And I want to ask you a question to help us continue to build knowledge through books and people we should learn from or about to close this out. What do you think we should read next? Or what artists do you think we should be paying attention to?

Jim Shelton:

So I would say that anyone who has not read ‘Biased’ by Jennifer Eberhardt needs to read it. I read a bunch of books on race, but the intersection that she brings between history and neuroscience does two things. One is, it just makes plain the issues that we’re all feeling. And it’s really interesting because she started her work in criminal justice. So a lot of the examples are really relevant that way. The other thing it does is it makes it clear how hard this work ultimately is going to be for us to shift the way we actually behave as individuals. And as a country, it gives you a sense of possibility because there are things to be done, even though they’re hard, we don’t know all the answers, but there are things to be done. And to start, we have to actually look at like how difficult it’s really going to be.

Nic Campbell:

Thanks so much for that recommendation, ‘Biased’. I will put the information about the book and its author in the show notes. So everyone will be able to have access to that. You have shared so much knowledge and have been so insightful so that leaders can practically use the information that you have shared in their own organizations to help them build bravely and think about how they can collaborate with others. So I just want to thank you so much again for joining us today, Jim.

Jim Shelton:

Nicole, thanks so much for what you’re doing. And for the work you put into supporting so many organizations, it makes a huge difference. Not everybody likes plumbing, but everybody knows when plumbing breaks down. And so, just really appreciate you leaning in on it.

Lawrence Mendenhall:

Nicole, thank you for all the work here, and it’s a pleasure and a privilege. Thank you.

-Upbeat Outro Music-

Nic Campbell:

Thank you for listening to this episode of Nonprofit Build Up. To access the show notes, additional resources, and information on how you can work with us, please visit our website at buildupadvisory.com. We invite you to listen again next week as we share another episode about scaling impact by building infrastructure and capacity in the nonprofit sector. Keep building bravely.

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Increasing Access for Grassroots Organizations with Angelyn Frazer-Giles (RECAST)

Angelyn Frazer-Giles is honest and compelling in how she speaks about the work of NNJ and how they’re staying true to their mission. She talks about how to support grassroots organizations, leanly-staffed organizations, and organizations engaged in direct services work in the criminal justice space.

This episode is a recast that was originally published April 22, 2021. In this episode, Angelyn shares her advice for nonprofits to remain true to their mission and goals to continue to show up for the communities they’re serving instead of pivoting for short-term returns. And she discusses the role of philanthropy in increasing access for grassroots organizations that have been traditionally excluded from conversations. This conversation encourages us all to reimagine what the sector and society could become if we placed big-bets on grassroots organizations.

Listen to the podcast here:

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About Angelyn Frazer-Giles

Angelyn C. Frazer-Giles is the Executive Director of the National Network for Justice (NNJ). She has over 25 years’ experience in community organizing, policy analysis and advocacy on civil and human rights issues and criminal justice. Previously she was the Director of State Legislative Affairs and Special Projects for the National Association of Criminal Defense Lawyers (NACDL) where she was responsible for the development, articulation, and strategic vision of NACDL’s agenda on the state level.

Angelyn is a graduate of the Fashion Institute of Technology in New York with a degree in Fashion Buying and Merchandising, has a B.A. in Latin American Studies from the Henry M. Jackson School of International Studies at the University of Washington, studied Spanish at the Universidad De Guadalajara in Jalisco, México and received her Paralegal certificate from Delaware State University. Angelyn has traveled to Italy, Portugal, Cuba, Greece, the Caribbean and Honduras the homeland of her parents. She is also a licensed instructor of Zumba®, Zumba Gold®, Zumba Sentao™ and Aqua Zumba®. Currently she is studying to be an end of life doula.

Read the podcast transcription below:

-Upbeat Intro Music-

Nic Campbell: You’re listening to the Nonprofit Build Up Podcast and I’m your host, Nic Campbell. I want to support movements that can interrupt cycles of injustice and inequity, and shift power towards vulnerable and marginalized communities. I’ve spent years working in and with nonprofits and philanthropies, and I know how important infrastructure is to outcomes. On this show, we’ll talk about how to build capacity to transform the way you and your organization work.

Nicole Campbell: Hi everyone, this week on the Nonprofit Build Up, we’re talking with Angelyn Frazer-Giles. Angelyn is the Executive Director of the National Network for Justice, a membership-led organization established to support and strengthen the work of state-based organizations, including crime survivors, formerly incarcerated leaders, youth immigration, public health, and re-entry service organizations seeking to reduce jail, prison, and detention population safely and permanently. Angelyn has over 25 years of experience in community organizing policy analysis and advocacy on civil and human rights issues and criminal justice. Previously, she was the Director of State Legislative Affairs and Special Projects for the National Association of Criminal Defense Lawyers, where she was responsible for the development, articulation, and strategic vision of its agenda on the state level. We recorded this conversation last year amiss the growing social justice and racial justice movement, and the height of an international health crisis. Angelyn is honest and compelling in how she speaks about the work of an NNJ and how they’re staying true to their mission.

Nicole Campbell: She talks about how to support grassroots organizations, leanly staffed organizations, and organizations engaged in the direct services work in the criminal justice space. She also talks about the power of being responsive to community need and how she’s doing exactly that in her role at NNJ. Angelyn also shares her advice for nonprofits to remain true to their mission and goals, to continue to show up for the communities they’re serving instead of pivoting for short-term returns. And she discusses the role of philanthropy in increasing access for grassroots organizations that have been traditionally excluded from conversations. This conversation encourages us all to re-imagine what the sector and society could become if we place big bets on grassroots organizations. And with that here is Angelyn Frazer-Giles.

Nicole Campbell: Hi Angelyn, I am so happy to have you joining us for our Fast Build Leader Series.

Angelyn Frazer-Giles: I’m really excited to, first of all, be asked, and second of all, to join you. Thank you very much.

Nicole Campbell: To get us started, can you tell us about National Network for Justice, your role, and NNJ’s immediate priorities?

Angelyn Frazer-Giles: So, the National Network for Justice is a national organization providing a Big Ten approach in assisting state-based organizations who are seeking to decarcerate jails, prisons, and detention facilities. And I was hired in 2018 as their Executive Director. And what we do is we have four main objectives. We provide training and webinars to help strengthen the field of state-based groups. We are trying to expand the peer-to-peer mentoring so that a lot of these groups who are up-and-coming are communicating with groups that have been around for a while and they can help offer them some level of Intel and support. And we’re looking at intersectional approaches in the criminal justice field. So for example, immigration issues, there’s a huge intersectionality with that particular line of defense, so to speak, because immigrants and there’s a criminal justice system and they’re emerging. So we’re always examining intersectional approaches to criminal justice reform. And then the final objective is promoting funder familiarity with some of these groups that are otherwise not afforded the opportunity to have either one-on-ones or communicate with funders who are funding organizations around the country dealing with criminal justice reform.

Nicole Campbell: And so, if I were to think of what your member profile looks like for an organization that wants to join NNJ, what does that organization look like?

Angelyn Frazer-Giles: So, we have members that are members of state-based organizations. We have individual members and we have members that belong to national organizations. Our focus is primarily state-based organizations, and they’re not necessarily…there’s no, like, size determination. They don’t have to be, you know…have a certain number of staff or they don’t have to be in any one jurisdiction, or anything like that. We are just focused on organizations in states who are doing this work, who are trying to educate their community, decarcerate these jails, decarcerate prisons and, more and more, dealing with decarceration of detention facilities. So the objective is to make sure that we have a lot of these groups that are doing this work as part of our network, we find that there’s a lot of state-based organizations, particularly smaller ones, that don’t get the recognition of all of the work that they’re doing, right.

Angelyn Frazer-Giles: They’re working out of their cars. They’re just hustling out there, just trying to make it happen and do whatever needs to be done in terms of having people really focused on the criminal justice system. So our members abroad. We have, like I said, individuals, city-based organizations, and national organizations. Our bylaws call for anyone who wants to be on a committee, with the exception of our financial committees, can be on a committee. Anyone that belongs to a state-based organization can be nominated to be part of the board, but we don’t have that international organizations on our board. We want it to really, really focus on state-based groups.

Nicole Campbell: Okay. And I really like how you’re focusing on the smaller organizations to make sure that they’re included in the conversation and have the support and resources that they need to participate and support the communities that they’re working with. I want to talk about this current environment and what NNJ is doing right now for the communities that it works with or its membership,

Angelyn Frazer-Giles: Right. So we’ve had probably in the past month and a half, maybe two months, we’ve had two calls where we’ve just been focused on members who are actively doing direct action in terms of trying to get people out, right? Because we know that the prisons and the jails are just powder kegs for the COVID virus to spread, and for people to get sick, and unfortunately, people to perish. And so we’ve been working with a lot of our groups. We don’t specifically…NNJ doesn’t do the direct service, but we’re working with a lot of our organizations who are trying to do some of that direct service, whatever it is that they might need. They may need help with getting a sign-on letter out to other members and to other organizations, they need assistance with putting together care packages. And so to the extent that we can assist them with other resources that may be out there to help them get care packages together. We are going to probably be doing some father’s day cards just to get some of those cards out to members in a lot of the facilities around the country. Particularly in Mississippi, we have a member who’s working really diligently trying to put together not only care packages for members of the community who are suffering from COVID, but also trying to help some of the young people who have family members incarcerated that are about to graduate and don’t have the support systems.

Angelyn Frazer-Giles: And so, we’re trying to get the word out about that and really just provide an opportunity for a lot of our members to talk to each other. Everyone tends to be in silos this particular crisis, because of the fact that we cannot move around the way that organizers tend to move around. It has caused folks to have to organize online, organize via the phone, organize via these types of Zoom calls or Google calls or whatever, to get information out, and newsletters. And so we’ve tried to just be a conduit for the conversations, and I’ve been sending out information about different funding sources that I see that come up that don’t necessarily pertain to NNJ specifically, but may pertain to some of our organizations out there that are doing specific work around either young girls or young boys, or you know, some specific issue area that we don’t necessarily cover. So there’s a lot of different that we’re doing. Every day, I know there’s several calls of people that are just really trying to get the information out and trying to let other people know what their actions are in their jurisdictions, so that maybe they could utilize some of those same types of tactics in their jurisdictions, you know, letters to the governors and caravans in front of jails. So that type of thing. So we’re there to help support to the extent that we can.

Nicole Campbell: I’ve been seeing that a lot as well, this need to communicate with each other a lot more, learn from each other and collaborate. So I think it’s really critical that NNJ is providing the space for people to do that. And speaking of talking with other people, other organizations, I was wondering if you could talk about nonprofits that are fundraising as a significant part of their budgets. I know that NNJ also fundraises as part of its operations and to support its operations. So I would love to know what advice would you give to nonprofits that have to fundraise during this time? What should be top of mind for them, particularly during the crisis and as they look beyond it?

Angelyn Frazer-Giles: So, we are fundraising. We’re trying to fundraise in this COVID environment. I think the biggest piece of advice that I could give to anyone out there that is seeking funding is to stay true to your objectives, your mission, and your goals, to the extent feasible and possible in this environment. What I mean by that is, I’ve seen a lot of philanthropic ventures shift their focus to COVID-19 related funding. So if there’s an organization that maybe wasn’t doing specific direct service related to health or related to any type of issue dealing with mental health or specific PPE or anything like that, supporting folks on the frontline, that because a lot of philanthropic ventures have shifted their funding focus to providing funds for COVID relief, I’ve seen organizations try to fit that mold. And I think that, if that is not what you do, I think it’s hard to try to shift yourself and try to manage a way to fit that square peg, round hole, or vice versa.

Angelyn Frazer-Giles: And I think that because of the fact that we are in this crisis and now this funding is coming from a variety of different sources and organizations need the funding, to not stick to your mission and your goals is going to take you off track. And then you’re going to have to try to pivot and come back when we’re not in this crisis or we’re in some other type of crisis. Right? And so my advice would be to just really be clear on what your mission, your goals, and your objectives are. And if there is money out there that’s COVID related that you see a funder is offering, and you can find a way within your mission to apply for that money, except the money, and work with that money to influence what you’re trying to do, then I say go for it. But if it requires you to totally shift what you’re doing, then I think that you really need to reevaluate and determine if that’s really where you want to go. Because I know how it is when you need the funding, because everyone’s always looking for funding, we’re looking for funding. But I’m also see a lot of things that I think are interesting that NNJ might be able to apply for.

Angelyn Frazer-Giles: But then I have to all say, “Okay, is this going to lead us to what we’re trying to do?” Which is assist state-based organizations in their work and their efforts. If I don’t see that, but I see maybe a funding source that one of our network members might benefit from because it’s specifically what they’re doing, then I’m passing that on to them. I’m not going to try to apply for something and it’s really not an NNJ, but it might be one of our member organizations. So that would be probably the biggest piece of advice. It was probably a long-winded response, but my biggest piece of advice to entities who are looking for funding, because I know how it is if someone’s giving you a $5,000, $10,000, $20,000 grant, you know, they want you to do some type of COVID relief and it’s not part of your mission, and it’s hard not to take it. But you really have to focus and say, “No, I really don’t want to do that.”

Angelyn Frazer-Giles: And I think some of the funders will respect organizations for not just jumping on the bandwagon in terms of COVID relief efforts, when that’s not what they were designed to do, even though this is something that is new to all of us. And unfortunately it’s been something we’ve all had to try to maneuver and get used to and try to be valuate our whole life existence around. I think that a lot of funders would be willing to look at someone again, knowing the future, when this crisis, I won’t say passes, but subsides enough where people are like, okay, we can go back to our work, what we were put here to do, what our mandate is.

Nicole Campbell: Right. And so being consistent to organizations’ missions. And so you’ve mentioned that funder comes to an organization, says, “We are offering COVID relief.” And that organization thinks about it and says, “You know, we really can’t take that funding right now or participate in this particular effort because we’re doing this other piece of work that’s requiring all of our attention.” And so I know you about some funders or the majority of funders understanding that. And then maybe that organization revisiting the conversation and saying, “Hey, can we have a conversation?”, later on, once that organization’s work is underway. But I wondered if you could give some advice around how do you pick that conversation back up? So you’ve stayed strategically on target and on focus, and you just determined that, you know, maybe the funding that’s being offered is not strategically aligned with your mission. How do you then pick that conversation back up with a funder? Just say, “Okay, now I’m back. And I’d love to revisit the conversation around funding.”

Angelyn Frazer-Giles: And I think you set that up when you have the initial conversation about this money being offered and maybe a situation where the funder doesn’t come to you and says, “You know, I have this money and we’d love for you to apply for it.” It may be something that you just see and you could send a note, a letter, to that funder and say, you know, “This is a great opportunity. I will definitely pass along this opportunity to maybe someone who is working specifically on these efforts. We are not right now. We’re really trying to stay focused on our mission at hand, but we’d love to have an opportunity when we are out of this specific crisis to come back to you for funding, either general support funding, or particular project, we’d love to be able to come back to you and have a conversation.”

Angelyn Frazer-Giles: And I think that funders are willing to do that. If you put yourself out there and say, “This organization is not going to apply for funds that really don’t fit us.” I think funders are like willing to say, “Wow, they’re really trying to stick with what they’re doing.” We’re all trying to manage and maneuver in this. So I think that there’ll be more open to that. And I think seeing a note from someone saying, you know, “This is a really great opportunity. We’ll definitely pass it on to one of my colleagues, but we’d love to be able to talk to you about other funding.” We think that they would be open to that.

Nicole Campbell: So, we’ve been talking a lot about funders and I’d love to hear the advice that you would give to them beyond, you know, give more money; for funders to support nonprofit sustainability, both within and beyond this crisis.

Angelyn Frazer-Giles: Right. So I think that because of the fact that there are these mid and large size organizations out there, they’re doing great work and they’re getting funding so that it allows them to have infrastructure in place. And it allows them to have their financial elements of their organization to be sound, and that they have people in place to do their programming and to do their marketing. Like they’ve got enough funds where they’re able to do all of these things. I think that it’s a beautiful thing, that there are organizations being funded. But at the same time, there’s a lot of organizations that are starting up that are smaller, that are also doing great work, right, grass roots, organizing work, or direct service work. And it would be great for those organizations to get their piece of the pie. And I think funders who do fund this work, criminal justice work have a great network of other people who may not fund criminal justice.

Angelyn Frazer-Giles: Right? And so to be able to access some of those philanthropic entities that may not fund criminal justice work, but that funders can actually talk to some of these other organizations about, I think would be helpful for smaller organizations. Because they could say, you know, “Hey, we’re not funding this particular group, but it may be a group that you might look at if you’re trying to get your feet wet in terms of criminal justice reform efforts.” If you’re trying to get your feet wet in terms of social justice or voting justice or whatever the issue is. And I think that they have these networks and they have the ability to move around and talk to different people. And I just think that that is just one way for them to maybe take some of the pressure off them just trying to do it all. But give some of these smaller organizations, give some of the other organizations different ideas of who else to reach out to. Because I think we get stuck in this: okay, we’ve got to go to the funders who normally fund us, right?

Angelyn Frazer-Giles: Who normally fund criminal justice because that’s what I’m in, criminal justice. And there’s like all these other entities out there, philanthropic entities that could potentially fund you, but we tend to stay focused on, you know, these big names. I think that funders also have a great opportunity to help provide, or find entities that are going to provide some of the capacity building and infrastructure development like you, Nic, for example, just helping organizations do some of this work. It’s one thing to fund an organization that is on solid footing that knows what they are doing, that has all their ducks in order, that has their financial capabilities solid. It’s another thing to work with a group that doesn’t know what the 1099 is, that doesn’t know what they need to do financially to stay sound, right, that there are reporting requirements to the IRS and becoming a 501(C)(3). There’s even reporting requirements if you’re not a 501(C)(3) but you’re under a fiscal agent.

Angelyn Frazer-Giles: There’s all of these things that I think a lot of small organizations and 501(c)(3)s that they just don’t understand, what comes with the territory and putting together an organization, right? The board development and ensuring that whatever it is your mission and your goals are, that you have someone to implement all of those things, that you’re working on capacity building. And I think that some funders have the capability to put together some of this support and it’s not necessarily them. They consult it out or contract it out or however they do it, and say, “Okay, we have this team that can work with groups on capacity. We have this team that could work on groups with fundraising.” And I think that if funders did that, people would be set up for success and they would strive, right, in their organizations, as opposed to the way a lot of organizations function now.

Angelyn Frazer-Giles: Just kind of…they’re looking for funding before some of the infrastructure stuff. And I think if funders wanted to really get involved with that piece of it, that would probably help a lot of these other small organizations. And talking to some organizations, some organizations don’t need to be a 501(C)(3). You need to be a project under a 501(C)(3). And having those honest conversations with people about that. I think a lot of people want to be a 501(C)(3) because they want to be in control and do what they want to do without recognizing all of the logistical issues that come along with being a 501(C)(3). So that would be my advice, because I think small organizations are kind of the lifeblood of this. They’re doing this work and I’m here as someone that they could call if they’re experiencing something that they need some help getting information out or they’re trying to get into this prison and they need a letter done, like I’m here to provide that support. But there are those groups that are out there day in, day out, hitting the pavement, talking to people, protesting, doing whatever. They’re the lifeblood of this movement. And we shouldn’t take that for granted, funders shouldn’t take it for granted. We shouldn’t.

Nicole Campbell: I agree with that. And you are definitely speaking my love language when you start talking about infrastructure and building capacity. And I do think that NNJ really does play a capacity building role, for the reasons that you’ve already described. And I think that when you echo on your points, when you build infrastructure, what you do is we create access for different organizations that otherwise may not have had it. And we give them options. So like you said, you don’t necessarily have to be created, definitely have to become a C3 for example, which it could be a project, you could be an initiative. But you don’t know these things, unless you start to build your capacity and build your infrastructure knowledge. Right? So I think that having that kind of support from funders, from the sector as a whole, would be extremely critical. And so that leads me into my next question for you, which is, we have your advice for funders, we have your advice that you’d give to fundraising nonprofits. With all of that in mind, what do you wish we did less of as a sector and what do you think we should do more of?

Angelyn Frazer-Giles: I think, and I’ve thought this for a very long time, that we tend to latch onto influence and celebrity in a way that leaves people out. And I’ll say this, I remember when the Rockefeller drug laws were like one of the worst types of drug laws in the country. And there were so many people working on the Rockefeller drug laws, long before I even became involved in criminal justice efforts. There were so many people involved in Rockefeller drug law reform and trying to change these laws. I mean, tons of people, and I’m not going to mention any names on any level, because I don’t want anyone to feel like I’m leaving them out. I also remember there was a celebrity who was having conversations with the mayor and the governor. And I remember I was in D.C. At the time, and there were all these protests that were happening and they were happening in downtown New York, like by the mayor’s office.

Angelyn Frazer-Giles: And I was thinking, okay, you folks, you gotta go to Albany, you gotta go to the Capitol, you gotta go and see your legislators. Cause that’s what I come from. I come from that type of organizing where I worked with a legislator, I campaigned. And so I know that that is how things are happening. You know, I’ve worked with legislators then and we got letters, we got calls, people came to our office, and there were protests. And that is how they made changes to laws. Right. I remember being in Seattle and the Mariners wanted a new baseball stadium and the legislature was like, “No, no way. We’re not building them a stadium.” What did they do? They had him Kenneth Griffey Jr. come to the state house, like, really? He came to the state house to lobby the legislators to build this new stadium. Right. And it was just this big thing, a celebrity.

Angelyn Frazer-Giles: And I see things on Capitol Hill where, when there’s a celebrity, you’ll see all these congressmen in the committee hearing because it’s a celebrity there. And I’m like, what about the regular people? And so I digress. I’m going back to Rockefeller drug laws; conversations that were going on behind the scenes with the governor and this person and the talks fell apart. And I remember thinking if this had not fallen apart, if this person was able to go in and speak to the governor, and have reform and have change done, what does that say for all of the people that have been working on this for all these years; all the hard work, all the tears, all the money, all of the heartache, and trying to get anyone to listen to their issues and their concerns about how they’re incarcerating Black and Brown people in this state.

Angelyn Frazer-Giles: What does that say to their efforts? And I mean, that happened years ago, right? And now we’re seeing similar things happen where people…and I think it’s great, please don’t get me wrong. I think it’s great when people are able to come home. But I think that there are a lot more people that could come home if there wasn’t a celebrity pushing one particular person, like if the celebrity was pushing legislation that would get a lot of people home, that’s one thing. You know, not going behind the scenes and having conversations with legislators and governors, but really working with the activists and the advocates who are trying to change these laws. If they were really, really doing that and not just because someone did a video and then they got some notoriety, I think we could really change things. People could come home. And I think that that is one thing that I would change in our sector, in our world, in our environment.

Angelyn Frazer-Giles: That is one thing I wish that we were less concerned, with celebrity. There are celebrities that have had issues with bail reform and then it becomes a big thing. Well, bail reform has been big forever. There’s a lot of people still in jails right now. People are trying to get these folks out because of COVID, they’re in jail for these little offenses and they should be able to come home. You shouldn’t have to pay thousands and thousands of dollars to a bail-bondsman to come home. And if you’re known, if you have notoriety, it seems to be easier for you to have access and get your story told, and I think it shouldn’t be like that. I think everyone should have the same options and justice should prevail across the board.

Nicole Campbell: I liked that idea of, we’re talking about celebrities, right? Or basically just some influencer who’s able to come in and make all of this sweeping change and in parallel, we have tons of activists who’ve been doing work for years, organizations who have been in the trenches and just at the forefront of the issue, and have not made as much progress. Now we need those two forces. And so I’m going to put this on you, Angelyn, to answer that, like, if you had your way, how do you marry that? How do you take advantage of the influencers as you know many businesses, right? But also take all of that expertise and all of the learning and the knowledge that comes with the activist organizations, the leaders who’ve been doing the work.

Angelyn Frazer-Giles: I wish I had the answer to how to do that. I think it’s being done a little bit on certain levels, but I also know that there are a lot of tensions in the community with that celebrity/advocacy that’s going on now. And I don’t know what the full answer is to that other than a full powwow, where everyone is just…got a couple of moderators in there just to get it all out. And everyone come together and say, “We are going to be a force to be reckoned with.” And that takes a lot of tenacity. It takes probably a few strong people to come in and just say, “Hey, we need to stop all of the tensions and the bickering and ego, all of that, just lay it all out on line.” What we all should be working towards is the liberation of people, right?

Angelyn Frazer-Giles: And so if we’re not all working towards that, then we’re only going to get but so far in little increments. And I think having this celebrity and having the advocates come together in a way that could show unity, that this group has been around for a long time, they’ve been doing great work. And I don’t think that that necessarily happens. I don’t think that celebrity comes in and says, you know, they’ve been doing great work and we have to make sure that they are able to sustain themselves and continue this work. And we’re going to work with them to try to get legislators in their jurisdictions on board with criminal justice reform. And we’re not going to take the credit. We’re going to step back and let the advocates, but we’ll be the voice when they need us to be the voice. And I don’t think that’s what happens now.

Angelyn Frazer-Giles: I think celebrity comes forward and becomes the voice. And then the groups, the people who are doing the work are kind of like peripheral, on the periphery. And then we are stuck with this situation where we’re just at this tension stand still where we could do so much more if we could all come together. And not to sound cliche, if we could all get along, we could do so much. I don’t know that that’s feasible. I don’t know it’s possible, but it’s something to strive towards. I try to do that in the work that I do, because I’m someone who has not been directly affected by the criminal justice system, though I had a family member incarcerated. I, myself haven’t been. So I have to really step back when I’m talking to people who have had that experience, because they’ve had an experience that I haven’t had.

Angelyn Frazer-Giles: And so being able to step back when I need to step back, right. Even though people might know a little bit of who I am, and I might have more credibility than this person who’s formerly incarcerated because they don’t know who that person is. I still have to step back and say, look, this is the expert. I’m not the expert. This person is the expert and push them forward. And I step back. And I think that’s the same thing that could happen for celebrity: you step back and push this person forward. Not in a way that trivializes them or puts them on display, but just know this person should be stepped forward.

Nicole Campbell: Right. Again, just using your platform to raise that person visibility. Right. Similar to what you said earlier. And so I know you talked about collaboration or increasing collaboration, increasing communication. What do you think you should do more of as a sector? In addition to those things.

Angelyn Frazer-Giles: One thing we should do, as I say, pushing people forward is that we have to prepare people to be put forward. I think what happens now is someone comes home from being in a system that demeans them, demoralizes them, treats them as less than human. They’ve served however many years, whether it be three years or whether it be 40 years, you have people who have been through so much. And doing this work over the years that I’ve been doing this work, I’ve seen so many people come home and that’s what we do, that’s the first thing we do. We put them on a stage and we ask them to tell their story. And we put them in front of the media and we take them all around the country and we have the media talking to them and we put them in a movie and we write a book. It’s like we as a community, because we so desperately want reform, that we do sometimes whatever it takes, whatever we think it’s going to take to get that reform right.

Angelyn Frazer-Giles: Because the story always resonates with people. I think the story always resonates with people. And when I say people, I mean, lawmakers. Taking someone in to tell their story, it’s going to resonate. Me going in, just talking about it, not so much, but I think we have to prepare people for that. I don’t think we just throw them into the lion’s den and just expect them to just come out okay. Because they didn’t come out of the system of incarceration okay. And I don’t care what we think, what we say, folks who have been inside do not come out okay. Unless they had some work done while they’re inside, which is not necessarily the case. Or they come home to something that they can work towards that, towards a mental health, physical health. I’ve spoken to people that say, it doesn’t matter what happened when you went inside, and you could have been fine, when you come out, you’re not.

Angelyn Frazer-Giles: When we come out of this COVID, we are not going to be the same. We may not even be okay. Some of us are not okay now. Right. And we’re masking it and we’re just moving on. We’re moving forward, and we’re on calls, and we’re Zooming, and we’re in these meetings and these settings where we’re not communicating in person, and we’re not doing the things that we normally did. And so I don’t think that we’re going to necessarily be okay. So why would we think that people who’ve been behind bars being demoralized, being told what to do every waking moment? Why do we think that those folks will be okay? And that immediately they can come forth and just be these great speakers and leaders. And some people can, some people can, but there’s a lot that can’t, but with that guidance and that support, they can be, they can be your spokespeople. They can be the ones that go to legislators and talk about the issues or go to, you know, some of the civic organizations, the League of Women Voters, or whatever, to talk about the issues. But I think we tend to want the immediate and we see like, okay, this person’s story has been in the news. This is great. We can put them out there and then we burn them out. We absolutely burn them out. So that’s what I think we should do better.

Nicole Campbell: I like how you put it, preparing people to be put forward and just talking about doing more preparation, more building, more supporting. And it leads me into my questions that I would love to get your thoughts on, because we’ve been talking about infrastructure in pockets throughout this conversation. And I wanted to know if NNJ’s thinking about building infrastructure during this time. And if it is, how is it thinking about building infrastructure during this pandemic? And what does that building look like beyond this pandemic?

Angelyn Frazer-Giles: Well, it just so happens that we had our fiscal agent since 2017. We received our designation, 501(C)(3) designation from the IRS in December of 2019. And so we are in the process of transitioning to an independent entity. So talk about infrastructure. That is a huge piece of the infrastructure for us, because it is finding an accountant/bookkeeper. It is ensuring that all of t,he financials that the fiscal agent has are transferred over it is finding someone to do our payroll and all the deductions that have to be done. It is looking for medical for the staff persons for NNJ. And that is probably our biggest priority right now, is that infrastructure, of just building from basically the ground up our infrastructure. Ensuring that we have a booklet, a packet of information, for new staff. We want to make sure that we have a employee handbook that lays out all of the issues that we had under our fiscal agent, because we had a handbook under our fiscal agent.

Angelyn Frazer-Giles: And so now we’re making sure all of those things in place. And so that’s our biggest piece, is just in terms of infrastructure, our biggest priority, significant priority, is putting those things in place for us right now. Because we really know that we need to build capacity. And we can’t until we have some of these things in place to ensure that when we reach out to funders, we can say, “Look, this is our accounting. This is a bookkeeper. This is how much money we’ve raised. This is our structure. This is what we have been doing. And this is what we want to continue to do for our network members.” And so we need certain things in place. We need staff in place to have that capacity to do this work. So I would say that in terms of our infrastructure, that’s where we are now, in a COVID crisis, we’re trying to do that. Trying to open a bank account during COVID was a challenge because you can’t go into the bank. So that was a challenge. And having people…our board members are around the country. And so trying to manage that was a little challenging, but we got that in place. So I feel really good about that too. That’s a huge infrastructure piece, is having a bank account.

Nicole Campbell: Yeah, agreed.

Angelyn Frazer-Giles: You get it. If someone says, “Hey, I got some money for you. You have a bank account?” Yes, I do.

Nicole Campbell: I would completely agree and congratulations on building all of those building blocks, because like you said, you need to have that infrastructure in place, and you’re doing it in the midst of a pandemic because you’re thinking about sustainability and longevity of the organization. So huge congratulations again on that.

Angelyn Frazer-Giles: Thank you. Thank you. You know, I look at COVID funding and I’m still of the mindset that if it’s not fitting for us, if it doesn’t work, we’re just not going to apply for it. Because it doesn’t make sense to apply for a grant and then you’ve got to fit yourself into that grant. Just…I have enough to do with helping the network members that I don’t need to try to recreate something for me to do that’s not necessarily going to affect them and be impactful for them and their work. So I’m good with saying no to it, unless it fits.

Nicole Campbell: I’ve been reading a ton of business books lately and you know, they keep saying, and I’m sure you’ve heard this as well: when you say no, is actually how you move forward. Knowing what you actually can say no to and not do, that’s actually how you start to progress in a really good way and do things consistently and actually be successful because you’re not saying yes to everything, and your resources are diverted, and yes, you have additional funding, but now you’re doing things that take you off your mission, and actually end up impacting negatively the community that you actually are serving. So I hear you, and it’s not like you’re saying, don’t take any COVID funding. You’re just saying you need to strategically look at the funding and say, “Does this align with what I’m proposing to do?” I being part of the organization. And if not, then again, back to your other point, maybe talk about another organization or share that with another organization and say, “Hey, I think this is really appropriate for you. You should apply for this” Right. Or do that connection.

Angelyn Frazer-Giles: Really, like you said, thinking very critically and very strategically about who you are, what you’re trying to do, who you’re trying to serve, and go from there. And if it doesn’t meet some of those basic parameters then you shouldn’t bother. Initially, we thought about applying for the government funds because they were giving a grant for the payroll protection, but then you also had to apply for the loan. And I’m like, well, we’re not trying to apply for a loan to protect the salary. We’re just trying to ensure that we have that cushion on the salary. So that’s one less thing to worry about. Like, you’re going to need a salary. That’s a given, but to apply for a loan, that’s going to take us away from…okay, the loan is for what purpose? The loan is to protect the salary, but we don’t need a loan protect the salary.

Angelyn Frazer-Giles: We can use a grant to help protect the salary. And outside of that, we will look for funding from elsewhere. So it’s really being very deliberate and intentional in that, looking at that pot of money. And you saw that with some of the companies that were getting funding, and then they realize, and I don’t know why they realize this after the fact, that there were all of these small businesses that weren’t getting any money because big folks have all the resources to come in and take the money. You’ve got the bank institution. You got your banker telling you, “Well, yeah, if you do this, if you do this, if you do this, we’ll make sure you get it.” So all of the little businesses don’t get any money. And then they’ve got to wait for you to put the money back in the pot. And then another build has to come through so that you can apply for funds to sustain your staff, you know, to make sure that you can pay your staff at least what they were making, or a little of what they were making, and keep your doors open. It’s insane. So that’s how I look at it.

Nicole Campbell: Angelyn, your responses have been so thoughtful, so insightful, and above all, practical. It makes me try to reimagine the sector. So thank you so much for the conversation. I want to ask you a question to help us continue to build knowledge through books and people we should learn from or about to close us out. What books do you think we should read next? Or what artists do you think you should be paying attention to?

Angelyn Frazer-Giles: I actually have two. My family says…I mean, I stay in criminal justice, I like live it and breathe it. And I don’t necessarily, but I do in certain respects. But there’s a book called ‘An American Marriage’ by Tayari Jones. And it was an Oprah Book Club selection. And Oprah is actually, I think, bought the rights to make it into a film. And it’s a great book. It’s a good read. I’m not a fast reader. I read a lot of books, but I’m not a fast reader, but I was able to get through this pretty quickly. And then I actually started reading it again, because there are nuances, you know, you’re reading, and just like, I need to go back to that book. I’m rereading that book. And the other book is ‘Small, Great Things’ by Jodi Picoult. And I like her writing, but this particular book is also going to be made into a movie.

Angelyn Frazer-Giles: And I believe, I’m going to say, Alfre Woodard is going to play the main character, I think. This is also a good book and it wasn’t based on a true story, but I think she got the idea from a true story about a black nurse that ends up having to take care of a white baby. And the parents are white supremacists and they didn’t want the nurse to touch the baby. And so the book is based on that, but it also talks about the woman who’s telling the story, a white woman and all of the biases that she has, that she doesn’t even realize she has. So I would suggest both of those books.

Nicole Campbell: And so, ‘An American Marriage’, can you talk a little bit about that and why you recommend it?

Angelyn Frazer-Giles: That book, I think I saw it maybe in Essence, they have all their books selections, and I’m like, oh, that sounds interesting. And then I heard about Oprah. I think I heard about Oprah though after the fact, after I started reading it. And basically it’s set in Atlanta, and it’s this young couple who get married, and they’re just up and coming. She’s an artist, and I can’t remember specifically what he does. But they are, you know, just your average black couple from the timeframe that is during the Atlanta murders. So it’s like in 1980s, something like that. And basically they go to visit his parents and a woman is in despair and he goes to help the woman in later on, she claims that he rapes her. And this story is about their marriage and his parents’ marriage and her parents’.

Angelyn Frazer-Giles: But it really focuses around their marriage and how their marriage was a good marriage. They had their ups and downs. That’s what I liked about it is that it wasn’t perfect. They had arguments, there were jealousies, and all of that, but they were together and they were trying to build something and they were trying to support each other. And then he gets accused of this crime. And so it takes them through his years of being incarcerated and what happens to them in their relationship and how she becomes this different person. And he becomes a different person from the experience. And so that’s ‘An American Marriage’. It just tells this story about them just trying to manage, and her still be a wife to him when he’s incarcerated, and him still trying to be a husband. And what you go through as a couple, I’m trying to do that.

Nicole Campbell: Wow, so both books sound really powerful. And again, it’s ‘An American Marriage’ by Tayari Jones and ‘Small, Great Things’ by Jodi Picoult.

Angelyn Frazer-Giles: Yes.

Nicole Campbell: Okay, perfect. You have shared, like I said, just tremendous insights and knowledge and things that I think leaders, again, will be able to practice and use in their organizations. And that’s really important to me because going back to something you said during our conversation, which was, there’s two pieces of this, the infrastructure, but there’s also the implementation. And so just being able to get that knowledge, but then to be able to practically implement these things is extremely important. And I think that they can use all of them to build bravery. So I want to thank you so much again for joining us today

Angelyn Frazer-Giles: So much for having me. I totally enjoyed it. It’s interesting to be able to think about these things in that respect, because it’s not something you think about every day, you just do the work. So it’s been my pleasure to speak to you.

-Upbeat Outro Music-

Nic Campbell: Thank you for listening to this episode of Nonprofit Build Up. To access the show notes, additional resources, and information on how you can work with us, please visit our website at buildupadvisory.com. We invite you to listen again next week as we share another episode about scaling impact by building infrastructure and capacity in the nonprofit sector. Keep building bravely.

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Incorporating DEI Into Infrastructure with A. Nicole Campbell  (RECAST)

Diversity, Equity, and Inclusion (DEI) is a critical component in building a robust infrastructure, especially one that both reflects and aims to support various communities throughout the world. This week we’re recasting a very fascinating conversation Nic had with a nonprofit President & CEO about diversity, equity, and inclusion.
Throughout their conversation they talked about indicators that show when nonprofits and philanthropies are serious and intentional about DEI. In fact, those lingering thoughts are what inspired this episode! Diversity, Equity, and Inclusion (DEI) is a critical component in building a robust infrastructure, especially one that both reflects and aims to support various communities throughout the world.
Have you tried incorporating DEI throughout your organizational infrastructure? If not, why?

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Episode 39:

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