The Giving wheel keeps turning – Sowing seeds of philanthropy


Omaha’s known for being a giving place. The philanthropic community, whether foundations, corporations, nonprofit charitable clearinghouses, the Chamber of Commerce, the City of Omaha or individuals. repeatedly steps up to identify and address needs. My Reader (www.thereader.com) cover story in the May 2017 issue sheds some light on how the giving community comes to make some of its individual and collecive decisions about where and how many dollars go.

The Giving wheel keeps turning

Sowing seeds of philanthropy 

©by Leo Adam Biga

Appears in the May 2017 issue of The Reader (www.thereader.com)

 

 

Omaha charitable giving turns on a funding wheel of corporate, foundation and individual donors of all levels. There are also funding conduits or facilitators.

This city with its high concentration of millionaires, one certifiable billionaire and large corporate and family foundations is widely heralded for its generosity. Omaha’s no different than any other city though in relying on giving to fill gaps. Philanthropy fills the gulf between what nonprofits may generate and what they get from public (government) funding sources.

The Reader recently interviewed three local leaders intimately involved in the fabric of Omaha giving for insight into how philanthropy gets activated here.

Annually, organizations seek support for ongoing needs ranging from services, programs, events and activities to operating expenses. Special needs may also arise, such as capital construction projects or larger-scale civic endeavors, that require special asks.

The giving sector works collaboratively to identify and address persistent and emerging community-wide needs. Corporate, foundation, civic and other leaders convene to analyze and delegate where resources should go. This vetting and ranking explains why some efforts get funded and others don’t or why some programs are supported at higher levels than others. Curating simply prioritizes some things over others.

Different players on the giving wheel may have their own funding missions or targets but still join others in supporting special initiatives, campaigns or projects that require more collective impact.

All these efforts measure what kind of city Omaha is. Giving shapes the physical and intangible landscape – from infrastructure, skyline, parks and other amenities to health, vitality, livability and compassion.

Everyone agrees no one organization or philanthropist can make much of a difference alone. It’s in the giving power of many that real change can occur.

The Greater Omaha Chamber of Commerce works with the giving community to fulfill its goals. Prosper Omaha (2014-2018) is the latest funding program for the Chamber’s economic development partnership. President-CEO David Brown said, “We have a bifurcated agenda to provide services to our 3,200 business members and to figure out ways to grow and improve the community. Development and growth assumes if we can make it a better and growing community our member firms will benefit and be able to hire more people – and there’s a great spinoff benefit from that.

“We believe we should be a catalyst organization always thinking about ways we can improve the community at large, which again makes it a better place to live, work and play. We do that by not just working independently of others but in most cases collaborating with other organizations.”

 

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David Brown

 

Examples of the Chamber’s catalytic work include working with community partners to create Careerockit, a week-long event in April that exposed 10,000-plus area students to thousands of career opportunities, and to get Omaha designated a TechHire Community, which adds the city to a national network receiving support for helping overlooked and underrepresented populations start technology careers. The Chamber also partnered to develop The Kitchen Council, a food startup incubator that gives members access to a fully-licensed commercial kitchen and other resources to lower barriers of entry and to spur entrepreneurship.

When the Chamber throws its weight behind something, ripples usually happen.

“We get a lot done in large measure because we collaborate with people who have the authority to get things done,” Brown said. “Our public advocacy work is really important for us to be able to cause change to happen. Frankly, the Chamber cannot pass a zoning ordinance but we can encourage other people to do so.

We can’t fix roads, but we can encourage the city or state administration to do so. Our role can only be effective if we can convene people who have similar goals in mind and can figure out a path forward to solving a problem or addressing a challenge.

“We are always thinking about what’s the next change that should happen. Then the next logical question is, who’s responsible for seeing that that change occurs

and how can we build a collaborative process to bring all the people interested in this issue to the table and actually cause that change to occur.”

The Chamber’s involved in things, he said, “that might surprise folks,” such as supporting education reform, investing in talent development and the retainment of young professionals to address the brain drain issue,” along with community-economic-entrepreneurship development. “We also worry about infrastructure. So transportation, especially the discussion about mass transit, is something we’re involved in.”

On a big picture scale, the Chamber engages in strategic planning.

“Right now we’re going through a Strategic Foresight process. We’ve hired economist Rebecca Ryan from Next Generation Consulting as a Futurist-in Residence. She’s helping us think about what the future of Omaha, particularly from an economic perspective, could be 20 years from now. We’ve asked as partners the Urban League of Nebraska and the United Way of the Midlands to be with us in this. We’re all thinking about what not only the economy needs to look like but what disruptions would happen if that economy were to come to fruition or what disruptions might keep us from accomplishing the kind of future we’re looking for.”

United Way executive director Shawna Forsberg said, “Much to the Chamber’s credit they’re not just looking at it from a business perspective. They’ve invited representation from the human services and inclusivity sides. It’s very thoughtfully run. Numerous stakeholders and influences are being brought to the table during this process so that it is a community weighing in on what needs to happen.”

Part of Ryan’s futurist work is spent with various local nonprofit boards and planning committees teaching them strategic planning tools.

“We’re doing some capacity building for the other partners we have in the community who need to be able to think about the future as well,” Brown said.

Helping nonprofits be sustainable is a focus of the Omaha Community Foundation, whose Nonprofit Capacity Building program’s 24-month curriculum is designed to strengthen organizational and leadership capacity needs. Ten area nonprofits are chosen each year to participate. Forty nine organizations have gone through the program. Currently, 20 organizations are in the program (10 in their first year and 10 in their second year).

 

 

Shawna Forsberg

 

Education is a core focus of the foundation, the United Way and the Chamber.

“I think education is the base for the kind of development we’re going to have to see in the future,” Brown said. “We’ve got to make sure our kids, whether the most affluent or the least affluent, whether in North Omaha, West Omaha, Council Bluffs or Sarpy County, are getting the best education they can get. We have a community with about 3 percent unemployment and yet we know there are pockets of higher unemployment. What causes that higher unemployment isn’t lack of jobs in many cases, it’s lack of preparedness, strong education or a high school diploma.

“There are some extenuating circumstances, such as lack of transportation, that keep people from being an active part of the workforce and we’ve got to mitigate those in some way or another. If we don’t, companies won’t find the people they need here and will look somewhere else. We’ve got to get as many people ready to work as possible in the areas where we know people can be hired and earn a great wage. So, education and transportation are things we’re paying a lot of attention to. Mass transit system improvement is pervasive in all of our conversations.”

Alleviating the high poverty that persists relates back to education and workforce development, Brown said.

United Way’s Shawna Forsberg said, “For people living in poverty it’s not just one thing that’s going to fix it. Typically, there’s multiple things that need to be addressed.” She said responding to complex issues means” being consistent but also flexible and nimble enough ” to adapt as needed. “We’re blessed that we have really strong networks and we work with so many different programs and agencies that it lends itself to really a community-wide understanding of where opportunities can arise.”

She said agencies like hers recognize the “need for more qualified individuals to hit the workforce.” “We want to work in concert with those who can provide those unique opportunities.”

Meanwhile, the state’s budget deficit has cut into public education, services and programs. Possible federal cuts to arts and human services funding loom large.

“It’s a very interesting time politically trying to understand what’s going to be coming regarding funding sources for many programs vital in the community,” Forsberg said. “It’s something we’re watching very carefully. It’s why advocacy and public policy is something we have to be involved with also.”

Omaha Community Foundation executive director Sara Boyd said, “There are resource constraints today because of budget challenges at the state and federal levels that affect the sector at large and changes the dynamics of what funding might look like. What is the affect of that on some of our more vulnerable populations? There are some people who are already vulnerable we don’t want to find in even worse situations. What does that mean for how we think about the work we do and how we invest as a community? Because of the uncertainty of some of the changes that may occur, it’s difficult sometimes to place a bet on where to invest. I don’t think there are answers yet.”

Forsberg said United Way’s historic mission is to “help those neighbors that need assistance” through a “safety net of services.” She added, “United Way will never depart from providing funding for critical programs to help people in dire straits, whether it be food security, safe housing, access to health care, escaping domestic violence. That is core to what we do.”

An example of United Way tracking and responding to such needs, Forsberg said, is its Financial Stability Work Task Force. “It identified a group of people being lost through the cracks called Opportune Youth – 16 to 24 year-olds either not working or not in school. There was a myriad of organizations working with these individuals but it wasn’t a coordinated effort. Now we have 30 different agencies at the table doing essential intake. We’re partnering with Nebraska Children and Families Foundation and leveraging the work of Project Everlast to extend that work into new areas because people can end up in this category in multiple ways.”

The resulting pilot Alliance program launches June 1.

Forsberg said, “A systems approach is crucial because you’ve got to meet the kids where they’re at but then figure out what you can do get them in a different trajectory. That may be helping ensure they get additional school but also connecting them to a financially stable job and making sure they have the support they need to be successful in that. That can’t be one program – it has to be a multitude of programs.”

United Way works across the community on education.

“The Chamber helped us convene a group conversation with superintendents from across the community,” Forsberg said, “We took a really take a hard look at how you measure whether a kid is progressing and what not-for-profit support could assist school systems with.

“Where they really need help is in literacy and ensuring kids stay in school, and so those are the areas in which we’re investing. Instead of looking at just graduation rates we’re looking at ninth grade attainment. That’s a critical pivot point for kids if they’re going to get through school in a successful manner. When they hit high school the supports are less and so to wait until their senior year it’s almost too late. It’s critical we give it earlier to identify a kid that needs some extra support.”

Forsberg said intervention can mean mentoring support but also building awareness within school systems and families to keep kids in classrooms.

“We’re going to measure progress, not only investments United Way is making but as a community how we’re doing in these areas and bring that to light.”

 

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Sara Boyd

 

The Community Foundation’s Sara Boyd said the local Adolescent Health Project led by the Women’s Fund of Omaha, with support from her foundation and other players is another example of “a broader focus” with more partners at the table.” “It’s not one foundation, nonprofit, individual driving that work and there’s some intentionality in the strategies being invested there. There’s work in juvenile justice, on the public service side, on the philanthropic side, on the nonprofit side and people coming to a common table to try and drive that.”

Input from many sources is crucial, Boyd said, but even then solutions can be elusive.

“The challenge is these are really tricky issues, so even when there’s focused attention, energy and investment there’s still stumbling blocks along the way and it doesn’t move quickly.”

North Omaha redevelopment is unfolding at an historic rate and the giving community is investing heavily there. The Chamber’s North Omaha Development Strategy spurred the North Omaha Village Revitalization Plan now being realized. Philanthropic dollars are pouring in to support efforts by the Empowerment Network, 75 North, Metro Community College and others.

Boyd said what’s happening there is evidence of how “when conversations come together sometimes there’s synergy that can create momentum.” “I do really like the energy and the amount of real interest and attention focused on North Omaha. It would be awesome to see a tipping point. I guess i don’t exactly know where that lies. To me it would be huge success to say not only are we seeing this accumulation of impressive dollars, but also a tidal wave coming behind that of all these other amazing things addressing what the people of North Omaha want that community to be for them.”

She cautioned, “I’m not naive to think there aren’t some structural issues as a community we will need to wrestle with in order to maximize some of these investments made there that affect more deeply the lives of people who live in North Omaha.”

Boys said whatever the project, nothing happens in isolation. She feels funders are ever more attuned to “the relationship between it all.”

“Something we continue to work at collectively as a community is looking at projects not just as coincidentally being in the same area but how do they they relate to and complement one another.”

Boyd said her foundation’s “mission is to inspire giving to create a thriving community for all.” “If you grow giving you have the opportunity to strengthen nonprofits and to have more people participating potentially or at greater levels and you then have an opportunity to bring people together because of that increased engagement and participation.”

 

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United Way takes a systemic view as well.

“We have been in the community for 94 years and the needs over that time have evolved,” Forsberg said. “We represent a large donor base. Part of our responsibility is to read that and have a community-wide perspective and understand where we can invest that’s really going to be meaningful. We see ourselves as convener, collaborator, information-aggregator. We really are trying to bring thought leaders in the community together to address these issues. It takes a system.

“It means being honest and transparent about what’s going well and what isn’t as a community and trying to figure out the best ways to address that. It’s recognizing it’s never going to be one organization or one funder that’s going to be able to tackle this on their own. It’s very much a collaborative effort across the community.”

That approach has recently become more formalized.

“In 2012 a very robust strategic planning process initiated by some strong leaders in our community really drove United Way to take a harder look at how we did our investment. We initiated a community assessment in partnership with the Omaha Community Foundation and the Iowa West Foundation. ConAgra Foods stepped in for Phase II of it. It took a neighborhood-level look at where the greatest needs were.”

That assessment led to United Way’s 2025 goals.

By 2025, United Way aims to support the delivery of two million-plus services addressing basic needs of people living in or at risk of poverty through a more integrated, coordinated, precise and measurable system of basic needs supports.

Forsberg said, “We pulled together task forces. Part of their focus was looking at who was doing what in these various areas. Based upon input from stakeholders and others in the community we discerned where we could make the greatest difference in supporting things like basic needs (for food, shelter).

Metrics are key to the approach.

“With support from the Sherwood Foundation and the Weitz Family Foundation we’ve implemented an analytics and performance team to ensure we’re being efficient with that send and not just looking at it from an individual program-level but at the whole system. That’s allowed us to take best practices in analyzing whether or not the way you’re investing is driving the change you hope to make. What we’ve found is it helps programs we support improve and it gives them more of an understanding of whether the impact they hope to drive is also being accomplished.”

Forsberg said, “We learned we definitely need to provide those solves but we also need to get into prevention. If you don’t have a full tummy, it’s really hard to do well in the classroom. But we also know it’s important we help people change the trajectory for themselves. Two areas identified are educational support and preparing people to enter the workforce.”

Shaping strategic community goals in partnership with givers is part of the Chamber’s mission, said Brown. Everything the Chamber does, he said, is measured.

“We incorporate most of the public and private foundations executive directors and staff into all of our strategic planning processes. We’ve invited them to be involved in all of our Strategic Foresight work. On the futurist side, they’ve been involved in our discussions of our economic development strategy and as issues come up in the community we find ourselves working on those projects together, too  It’s not unusual for the Chamber and several of the foundations and other nonprofit groups to sit around the table with business leaders talking about how to solve a community problem.

“The philanthropic community also tends to be funders of some programs and activities we do. We’ve been successful in finding those places we have in common and producing something the foundations help fund.”

The Chamber’s David Brown said collaboration comes with the territory but Omaha does it to an unusual degree.

“A lot of collaboration happens in this community between philanthropists and businesses and the not-for-profit world to see what projects should move forward and which ones maybe not. I think Omaha has collaboration in its DNA. I rarely seen an organization stand up and say we are going to work on this project by ourselves and not seek input or not be involved in a strategic discussion about whether it has merit or not.

“When a project doesn’t work out, it’s usually because collaboration and communication hasn’t occurred at the normal level. I think we accomplish more together and that seems to be a common thread I see with most of my colleagues in this community whether on the business side or the not-for-profit side.”

 

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OCF’s Boyd said working with partners like the Chamber and United Way helps the foundation “learn what role we can play.” She explained, “We’re placing some bets on areas where we think, given our history and skills, we might be able to add some value in partnership with things going on in the community.”

She said the discussions arising from collaborative meetings help narrow the focus on what the pressing needs are and where best the foundation can help. Another way the foundation gauges what’s happening is through the grant application process for its Fund for Omaha, “We see over the period of a couple grant cycles patterns and changes in requests for funding that give us a temperature read on some things moving and changing in the community and what that might mean. It might be emerging needs or gaps of service.”

On behalf of donors the foundation has granted $1.5 billion to nonprofits since 1982. In 2016, its donors granted $149 million. Its own Fund for Omaha granted $294,176 in 2016. As of the end of last year, the foundation’s assets number just over $1 billion.

The foundation’s desire to broaden its work and better measure community needs helped lead to the birth of The Landscape project – a public, data-driven reflection of the community across six areas of community life:

Health

Neighborhoods

Safety

Transportation

Workforce

Education

Those markers largely came out of the community perception or assessment study that OCF did with United Way and Iowa West Foundation.

“There are likely other areas over time we will add to The Landscape,” Boyd said.

Landscape information gleaned from experts and residents are available online to anyone.

“We wanted more people to participate in some of that thinking and we wanted more people to be able to iterate it,” Boyd said, “so having something more publicly available and opening that up for feedback can help those of us who interact on personal levels with different partners and residents in the community.”

“We’re looking more and more at how we align with some of these issues now spotlighted in The Landscape to try to reach out in new partnerships and new ways. We have a donor base that is community-broad, many of whom are plugging into some of these issues themselves, and we may be able to serve them better in their giving if we’re focusing our resources.”

Greater impact is the ultimate goal.

“We’re hoping the project will assist in bringing some of our philanthropy to another level by infusing more of that curation with the voice of the community – personal stories that add a greater dimension to our understanding. It’s not to say by any means the work of the foundation and The Landscape is going to be the thing that leads to change. It has to be efforts we all pursue. This just happens to be our particular part we feel we can play in conversation and interaction with all of the other people invested in moving these issues forward in our community.”

She and her colleagues are trying to find ways to get millennials to donate. The foundation’s found success doing that through its Omaha Gives campaign.

Increasingly, Boyd said, “we work to be an organization more inclusive of lots of different people and interests in the community,””I think we’re continuing to build different relationships and find new ways to partner with people who care and want to invest resources.”

Boyd, Forsberg and Brown are aware Omaha’s legendary giving is generational. While wealth will change hands, they say local philanthropists have been mindful creating instruments to ensure future giving.

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