Community Engagement Committee March 2018 Meeting Materials

Transcription

1 Community Engagement Committee March 2018 Meeting Materials Page 1 of 21

2 March 2018 Dear Community Engagement Committee: Happy lunar new year! I am told that the Year of the Earth Dog brings an increased social awareness, a keener sense of right and wrong, and inclinations to come together with others. Good signs for a Just East Bay we ll take it!! As we move towards the last quarter of the fiscal year, I am thankful for the space to experiment and test our value add as a community foundation in the region -- particularly in the arenas related to policy advocacy, our ability to move lobbying grants, our approach to center race and those closest to the challenges and pain we feel as a region. Already, we can point to bright spots in community that we ve played significant roles as results of this experimentation: Stand Together CoCo: Contra Costa s new rapid response and immigration legal services program officially launched this week! As you know, EBCF invested $50K in this public/private partnership from our Building Immigrant Power Fund. The program provides community verification & response in the event of an Immigration & Customs Enforcement (ICE) action, legal representation in immigration proceedings, public know your rights education, and a 24 hour rapid response hotline ( ). ASCEND BLO: Also launched! This collaborative capacity building program focuses on enhancing the growth, sustainability, impact and sense of community amongst Black-Led Organizations in the Bay Area. Already attracting national attention for its central lens on race and equity, this effort is the result of several years worth of careful research and planning. EBCF provided seed funding of $100Ka year ago, joining more than 7 other foundations, to jump start this program. Alameda County Childcare & Early Education: The Alameda County Board of Supervisors unanimously voted this week to place the Alameda County Childcare & Early Education initiative on the June 2018 ballot. We believe this measure poses one of the most significant opportunities in the last decade to meaningfully support the families of young children in Alameda County, particularly for those who have been denied access to early childhood resources due to income, race, or geography. Thanks to the leadership of our fearless board chair, Mark Friedman, we were able to open a pooled fund, and invest heavily (over $500K) in seeding this important effort. In our March 2018 docket, you ll see a second set of grants for your approval, designed to (1) support directly impacted communities to collaborate directly with campaign committees to reach infrequent and unlikely voters; and (2) support strong campaign infrastructure and activities aimed at securing a victory in the June 2018 election. Clorox Company Foundation: New directions that will not only advance youth development but also to build the collective capacity to address systemic barriers to young people s health, wellness and success. The Clorox board of trustees also agreed with our recommendation to provide larger, multi-year grants. We expect these new directions will be live publicly on the Clorox Company Foundation website within the next several weeks. At the same time this work has moved, our team engaged in a series of internal strategy discussions to further hone, distill, and clarify our approach to advancing a Just East Bay. You ll remember that at our last CEC meeting three months ago, we landscaped our predictions: The continuing suburbanization of poverty and the related housing crisis The impending supreme court decision on labor payroll deduction, and the likely loss in the power of labor within the state Page 2 of 21

3 The impact of the federal tax plan (which had not yet passed when we last met) The importance of the 2020 census The imperative to take control of our own destiny The need to strengthen the pipeline of progressive leadership and advance an alternative narrative Against this context, the CIP team has pushed ourselves to clarify: What then are the implications of this landscape for a Just East Bay? What is essential for a Just East Bay? For our upcoming meeting, we d like to share what resulted out of those sessions (see attachment). Our invitation and request is for you to roll up your sleeves and kick the tires with us on our thinking. This is more than an academic exercise; what we land on will inform our grant-making moving forward, the guidance we provide to donors who seek our partnership, and other programmatic work. Should the CEC feel comfortable with what results, the framework will advance to the governance committee and eventually to the full board as a part of the Mission, Vision, Values discussion. Looking seeing you all next week! Thank you for all you do for EBCF and the region, Vivian + CIP Team Page 3 of 21

4 TABLE OF CONTENTS I. CEC Agenda March 7, Pg. 5 II. Dec 6, 2017 CEC Minutes (ACTION: Approve)..Pg. 6 III. Early Childhood Progress Fund Pg. 7 Update March 2018 Docket (ACTION: Approve) IV. FY2018 Q2 Grants < $25K (ACTION: Ratify)..Pg 12 APPENDIX A: CIP Quarter 2 Update.Pg. 13 APPENDIX B: FY2018 Grants Summary.Pg. 16 APPENDIX C: ASCEND BLO..Pg. 20 Page 4 of 21

5 East Bay Community Foundation Community Engagement Committee Agenda The East Bay Community Foundation mobilizes financial assets and community leadership to transform the lives of people in the East Bay with pressing needs. This means bringing together the financial resources and leadership capabilities of the Foundation s charitable-fund holders with those of government, business, private foundations, and non-profit service providers in coordinated, grant-making efforts to positively affect change. Organizer/Facilitator: M. Friedman, Chair Type of meeting: Community Engagement Committee Date: March 7, 2018 Time: 2:00-4:00pm Location/ Call In Information EBCF Board Room Attendees: Mark Friedman, Stefano Bertozzi, Pamela Calloway, Ingrid Lamirault James W. Head, Vivian Chang, Amy Fitzgerald, Debrah Giles, Byron Johnson, David Pontecorvo, Sabrina Wu Agenda Items Topic Presenter Time allotted Meeting call to order M. Friedman 5 min ACTION: Review & Approve December 6, 2017 Minutes M. Friedman 5 min ACTION: March 2018 Docket (approval of grants over $25,000) CIP Staff 10 min ACTION: Q2 Grants (ratification of grants under $25K) CIP Staff 5 min STRATEGY DISCUSSION: Bright Spots & Learnings from Quarter What is Essential for a Just East Bay All facilitated by V.Chang 90 min Upcoming Meeting Dates for CEC in FY18 June 6, 2018 Adjourn M. Friedman 5 min M. Friedman Page 5 of 21

6 CEC Meeting Minutes December Minutes of a Meeting of the COMMUNITY ENGAGEMENT COMMITTEE Of the Board of Directors of the East Bay Community Foundation Held on Wednesday, December 6, 2017 A meeting of the Community Engagement Committee of the Board of Directors of the East Bay Community Foundation ( EBCF ) was held on December 6, 2017 at the office of the Foundation. Committee members present: Mark Friedman, Stefano Bertozzi, Pamela Calloway, Ingrid Lamirault. Staff members present: James Head, Chief Executive Officer, Vivian Chang, VP of Community Investment and Partnerships; Amy Fitzgerald, Senior Program Officer; Debrah Giles, Senior Program Officer; Byron Johnson, Capacity Building Initiative Officer; David Pontecorvo, Senior Program Officer; Sabrina Wu, Senior Fellow, Inclusive Economy; Sachi Yoshii, Director of Strategic Initiatives and Special Projects; by telephone: Stacey Manley, VP of Communications. CALL TO ORDER A quorum being present, Chair Mark Friedman called the meeting to order at 2:08 p.m. SEPTEMBER 6, 2017 CEC MINUTES The CEC minutes from September 6, 2017 were reviewed and approved. FY18 Q1 REPORT and DECEMBER DOCKET The FY18 Q1 report containing staff-approved grants of $25,000 or less was reviewed. The Committee unanimously ratified the grants described in the FY18 Q1 report. The Committee reviewed the December 2017 Docket and unanimously approved the following grants: From the Early Childhood Progress Fund (ECPF): Alliance of Californians for Community Empowerment (ACCE) Institute, for general support to organize directly impacted communities - $60,000 Parent Voices Oakland, for general support to organize directly impacted communities - $130,000 Committee for Alameda County Childcare and Early Education, for general support to support Alameda County Early Childhood Initiative - $150,000* *The Committee is a 501(c)4 entity; this grant will count toward EBCF s lobbying limit of $1M for FY18 Designated recipient of funds to be determined, for general support of City of Oakland Children s Initiative - $175,000* *The recipient will be a 501(c)4 entity; this grant will count toward EBCF s lobbying limit of $1M for FY18. STRATEGY DISCUSSION: REFLECTIONS & LEARNINGS FROM QUARTER STRATEGIC FORECASTING Committee members and staff broke into small groups to discuss: What are you proud of? What are you experimenting with? All engaged in a forecasting/timeline activity, making predictions through 2020 and implications for EBCF. ADJOURNMENT There being no further business, the meeting was adjourned at 4:00p.m. Respectfully submitted, Sabrina Wu, Secretary Page 6 of 21

7 EARLY CHILDHOOD PROGRESS FUND CONTEXT 2018 represents a significant opportunity to break the start behind, stay behind cycle of inequities in educational outcomes and life outcomes for low income children and children of color in the East Bay particularly Alameda County. This opportunity is multi-dimensional: To generate public resources (via a June and potentially November ballot initiative) to the tune of $140-$160M annually to support early care and education. To raise the wages of childcare workers and early childhood educators and provide worker supports. To expand and strengthen an organized electorate, of those most directly impacted, ready to take action on efforts to improve the quality and accessibility of early childhood education. To restructure the service delivery systems to benefit those who need the services the most. EBCF s decision to open up a field of interest fund (the Early Childhood Progress Fund) to receive contributions from private foundations donors is based on a longstanding commitment to early childhood education. It is also based on an experimental effort to position EBCF as a strategic public charity partner, able to directly fund both the lobbying as well as non-lobbying efforts required to take full advantage of the opportunity ahead. On Tuesday, February 27 th, the Alameda County Board of Supervisors took a major step towards securing additional public resources for early childcare and education by unanimously approving the placement of a ballot initiative on the June 5, 2018 ballot. Should it pass, a half-cent sales tax in Alameda County will raise approximately $130 million annually dedicated to early care and education. The campaign effort will launch on Saturday, March 24, FUND VALUES, PRIORITIES, STRATEGY The Early Childhood Progress Fund is rooted in principles that align with EBCF s vision for A Just East Bay, including: strong social justice movements as critical drivers of change, and a focus on powerbuilding, leadership development and civic engagement among low-income communities and communities of color in social justice movements. We believe these values and principles will result in better outcomes for community in policy formation, in building a strong constituency necessary for passage of policy, and in the implementation phase of the work. The second set of grants from the Early Childhood Progress Fund, presented for your approval, are designed to (1) support directly impacted communities to collaborate directly with campaign committees to reach infrequent and unlikely voters; and (2) support strong campaign infrastructure and activities aimed at securing a victory in the June 2018 election. These grants are intended to support the alignment of the formal campaign committee and two independent 501c4 organizations in a joint strategy that both educates and turns out supportive, frequent voters, as well as identifies, educates, and turns out infrequent and new voters who are supportive of the issue, but less likely to vote in a primary election. Page 7 of 21

8 FUNDING SUMMARY We have raised a total of $1,100,500 with $1,015,500 available for grant-making. This is sufficient for the approved December grants and recommended March grants. Should we provide a second grant to the City of Oakland for the Children s Initiative in June, we still have a fundraising gap of $84,750. Source INCOME Packard Foundation $50,000 Long Foundation $300,000 Rainin Foundation $200,000 Koshland Foundation $150,000 Hellman Foundation $100,000 Heising-Simon $200,000 EBCF Discretionary $2,000 Woodward Family Foundation $500 Center for Community Change (pending) $48,000 Packard Foundation (pending second round of funding) $50,000 TOTAL $1,100,500 EBCF 6% Admin & Lawyers Fees ($85,000) GRANTMAKING DOLLARS $1,015,500 DECEMBER GRANTS MARCH GRANTS JUNE GRANTS** Parent Voices Oakland ACCE Institute Committee for Alameda County Childcare & Education City of Oakland Children s Initiative TOTAL DEC GRANTS $130,000 $60,000 $150,000 $175,000 $515,000 ACCE Action (C4) $60,000 Oakland Rising $60,000 Action (C4) California School Age $40,250 Consortium Mini Grants $50,000 Committee for Alameda $200,000 County Childcare & Education TOTAL MARCH GRANTS ** contingent on additional fundraising $410,250 City of Oakland Children s Initiative TOTAL JUNE GRANTS $175,000 $175,000 TOTAL: $1,100,250 Page 8 of 21

9 MARCH 2018 DOCKET The following grants of over $25,000 from the Early Childhood Progress Fund are presented for approval by the CEC. Grant recommendations to support Alameda County Childcare and Early Education Initiative Grant # Organization Campaign Budget TBD Committee for Alameda County Childcare and Early Education $1M minimum $1.3M optimal Recommended Geography Served $200,000* Alameda County Purpose: Support direct lobbying activities in support of the Alameda County Childcare and Early Education initiative *This is a ballot initiative committee; this grant will count toward EBCF s lobbying limit of $1M for FY18 Organizational Background: The Committee for Alameda County Child Care and Early Education is a campaign in support of a half-cent sales tax in Alameda County with the goal of generating up to $140 million per year in order to fund child care and early education for low-income families in need of such supports. The measure seeks to: provide wrap-around supports for homeless families; create scholarships for low-income families who qualify for a subsidy but have not yet received one; offer higher wages for child care staff and providers; and increase quality for early care and education throughout the county. At present, this measure is in the developmental phase, but it will be brought to the Alameda County Board of Supervisors in February 2018 for possible placement on the June 2018 ballot. In order to be ready for a green light from the Board in late February or early March, we have established a campaign committee to build the infrastructure necessary to be successful in June. Impact/Analysis: The Committee for Alameda County Childcare and Early Education will use ECPF funds to meet the Round 2 funding priorities in the following ways. build a volunteer operation supported &s supplemented by a strategic set of paid community partners practice strategic consistency with operational flexibility across the campaign organization, maximizing attention to the voter targets that matter most while minimizing unnecessary overlap of voter contact responsibilities be data-driven, using flexible and proven technology tools, while also assigning specific voter contact goals, tracking expectations, weekly check-ins, and accountabilities for all campaign field partners. Throughout the campaign, the committee will empower and enroll leaders from Labor and low-income communities to help build capacity, mobilize support from individuals and families, and turn out lowincome and infrequent voters. The campaign committee will coordinate with established community organizations that are already trained, aligned and committed to our issue, and that are able to take part in electoral activities. Offering an opportunity to build grassroots capacity and help deliver victory on Election Day, these efforts will funnel into the targeted voter contact architecture proposed by CliffordMoss: 1. Phone banks for targeted outreach, especially infrequent voters that fit the profile of a yes voter that might not always go down ballot to vote for local measures. 2. Precinct walking for targeted voters in high propensity, easy to walk neighborhoods. 3. Targeted GOTV efforts organized by campaign staff and in collaboration with community leaders to activate low-income and infrequent voters. Page 9 of 21

10 Grant # Organization Project Budget Recommended Geography Served TBD California School-Age Consortium $40,250 $40,250 Alameda County Purpose: Community research to support Alameda County Childcare & Early Education Initiative Organizational Background: The California School-Age Consortium (CalSAC) builds professional networks that provide training, leadership development and advocacy to ensure that all young people have access to high quality out-of-school time programs and to create a more equitable future for California. Impact/Analysis: These funds will support two critical projects relevant to the Alameda County Childcare and Early Education initiative, particularly the policy priorities and implementation plan. Project 1: The Waiting List Project The seven agencies with the longest waiting lists in Alameda County will receive funding to call every family on their waiting list to assess their current need for childcare and early education. Roughly 10,000 families will be contacted. Project 2: Assessing Agency Capacity for Expansion Up to 30 agencies who currently provide federally or state subsidized childcare and early education will provide detailed information about their current capacity and facilities information as well as an assessment of their future capacity to enroll additional children. It will include revenue and expense information, and physical plant needs. Grant recommendations to support education and turnout of infrequent voters in support of the Alameda County Childcare and Early Education Initiative Grant # Organization Project Budget Recommended Geography Served TBD Alliance of Californians for Community Empowerment (ACCE) Action (501c4) $60,000 $60,000* Oakland, San Leandro, Hayward Purpose: Support direct lobbying activities in support of the Alameda County Childcare and Early Education initiative *The Committee is a 501(c)4 entity; this grant will count toward EBCF s lobbying limit of $1M for FY18 Organizational Background: ACCE Action is a multi-racial, democratic, non-profit community organization building power in low to moderate income neighborhoods to fight and stand for economic, racial and social justice. Impact/Analysis: ACCE Action will support the Alameda County Childcare and Early Education Initiative through running a direct voter contact campaign to identify, educate, and turnout infrequent voters, voters of color, and new voters. ACCE Action will focus their work in the Oakland flatlands, and has additional capacity to do outreach in South Alameda County. ACCE Action will utilize the significant electoral campaign capacity that they have built over the last eight years to conduct phone banks, door-to-door conversations, and Get Out of the Vote (GOTV) activities in alignment with the campaign committee and Oakland Rising Action. Page 10 of 21

11 Grant # Organization Project Budget Recommended Geography Served TBD Oakland Rising Action (501c4) $108,649 $60,000* Oakland (with some capacity in Alameda County) Purpose: Support direct lobbying activities in support of the Alameda County Childcare and Early Education Initiative *The Committee is a 501(c)4 entity; this grant will count toward EBCF s lobbying limit of $1M for FY18 Organizational Background: Oakland Rising Action (ORA) is a multi-racial progressive organization working in service of working-class, immigrant and communities of color living in the flatlands of East and West Oakland. ORA educates and mobilizes Oaklanders to take bold action at the ballot box to ensure that government is open, transparent and accountable to everyday Oaklanders. Through innovation, commitment and persistence, Oakland Rising Action is building grassroots political power to elect a progressive governing majority that will fight for healthy and stable communities, safer neighborhoods, and good jobs for all. Impact/Analysis: ORA will support the Alameda County Childcare and Early Education Initiative through running a direct voter contact campaign for approximately six weeks in advance of the June 5, 2018 election. Our goal is to contact 15,234 voters and identify 11,442 of them as supportive of the Alameda County Childcare and Early Education Initiative. ORA will have personal conversations via phone-banking (using a predictive dialer) and door-knocking with infrequent, unlikely and new voters primarily in Oakland s flatlands neighborhoods in Districts 2, 3, 5, 6 and 7. Additionally, ORA has about 6,000 voters who supported previous ORA campaigns and who have moved out of Oakland but are still living in Alameda County, who they can engage via phone. ORA will prioritize the precincts where they have the highest density of support from previous campaigns, as name recognition and personal relationships make a difference in persuading voters. ORA is excited to experiment with strategies for deeper coordination amongst the partners at the table, which has the potential to build movement infrastructure far beyond this campaign. In previous electoral efforts, ORA voter outreach efforts have increased voter turnout amongst their identified supportive voters by 9-13% over the countywide turnout rate. Page 11 of 21

12 FY18 Q2 GRANTS The following grants of up to $25,000 have been awarded by staff and are presented for ratification. MEYERS and DIABLO FUNDS FOR ENVIRONMENTAL GRANTMAKING Staff has informed a number of long-time Meyers Funds grantees that we are making a final tie-off grant while EBCF develops new granting priorities strategies for our Just East Bay vision. These organizations, working in the areas of environmental education and green job training, each received a tie-off grant of $10,000. Some organizations will continue to receive support through donor advised funds at EBCF: Golden Gate Audubon Society GGA conserves and restores habitat and engages Bay Area residents in protecting the local environment. GGA s successful Eco-Education programs in Richmond and Oakland provide a watershed-wide environmental education program to 3rd-, 4 th -, and 5 th -grade students and their families. Kids for the Bay KftB collaborates with teachers to inspire environmental consciousness in children and cultivate a love of learning. Its programs turn children on to science, connect children with nature, inspire environmental action, and have a lasting impact through an in-depth teacher training model. Community Resources for Science CRS supports science and environmental education by connecting classroom teachers with scientists, museums, enrichment providers, and professional development programs in order to bring more science learning experiences to students. Planting Justice PJ is dedicated to creating local, sustainable and just food systems. PJ empowers low-income urban residents with skills, resources, and inspiration to transform empty lots, paved backyards, and grass lawns into productive organic gardens. Rising Sun Energy Center RSEC provides green jobs training to youth and adults who face employment barriers. Their training and employment programs prepare participants for careers in the energy efficiency sector. Watershed Project WP is based in Richmond and serves the 9-county Bay Area with public awareness and action programs that give people the information, practical skills and support they need to be effective stewards of the region s natural resources. WP s K-12 education programs reach 750 students with classroom presentations, in-depth afterschool programs and service learning projects for middle and high school students. A grant of $15,000 was awarded from the Diablo Fund to Greenbelt Alliance for continued support of their work promoting sustainable land use in Contra Costa County. President s Discretionary Grants Grant # Organization Purpose Amount granted La Clínica de la Raza Mental health program relocation $15,000 President s Advocacy Grants Grant # Organization Purpose Amount granted Rockefeller Philanthropy Advisors Executives' Alliance 2017 Membership Dues $10, Children Now General support $10,000 Page 12 of 21

13 APPENDIX A Corporate Client Activities Kaiser Permanente In Q2 OUSD submitted a budget modification request for their 3-year $12M grant from Kaiser; staff worked with OUSD and Kaiser to analyze and process this request. The Clorox Company Foundation In December EBCF staff met with The Clorox Company Foundation (TCCF) staff for the second quarter grant recommendations. Forty proposals were reviewed and 32 grants totaling $157,000 were approved. These included 10 grants for K-12 education support, 9 grants for culture/civic programs, 2 arts minigrants. TCCF provided EBCF with a $21,196 service fee during this quarter for community responsiveness, technical assistance, application evaluation and due diligence, community knowledge, outreach and visibility. As you may remember, EBCF has been facilitating a planning process with the Clorox Company Foundation s board of trustees and staff. This planning process was animated both by Clorox s desire to better align their grant-making with the overall health and wellness focus of the company, as well as our own encouragement to stock of changing community need and to explore how their grant-making can be more impactful. We made a set of recommendations based on recommendations emerged from conversations with grantees, a scan of best practices & thought leaders in the philanthropic field which were adopted by the Clorox Company Foundation s board of trustees several months ago. These adjustments will take effect beginning in FY19. A focus on the social determinants of health because where people live and work, their race and their income ultimately impact their health and wellness. Shift to larger multi-year grants, allowing a percentage to go towards core operating support because studies show that these practices allow organizations to better operate and function. Continue to focus on Oakland s youth and where the pain is greatest because they represent a significant portion of Oakland s population (24%); because there are more Oakland youth living in poverty today, than in 2005; because they represent the future. Expand the Youth Development category to include organizations and programs that are designed not only to advance youth development but to build collective capacity to address systemic barriers to young people s health, wellness and success. Building resilience and leadership capacities are essential, not only for academic success but for long term health. Updates: on-going and emerging EBCF work for A Just East Bay Boys and Men of Color Staff worked with Oakland My Brother s Keeper to secure data sharing agreements with public agencies for the Equity Intelligence Platform (EIP). The goal of the EIP is to make data come alive to improve outcomes for boys and young men of color by organizing and presenting local data in a way that supports policy and system change, and increases accountability. Oakland will be the first U.S. city to pilot the program focusing on health, education, workforce, and criminal justice data. The program is scheduled to launch as soon as data sharing agreements can be finalized with OUSD and Alameda County. Page 13 of 21

14 Inclusive Economy We continued to build out EBCF s Inclusive Economy strategy around moving the equity needle in the private sector by building strategic partnerships in the private sector, finance, and philanthropy. EBCF co-hosted a Corporate Social Responsibility (CSR) Cocktail Mixer with Numi Foundation for CSR leaders in the East Bay. At the event, we gave an overview of EBCF s Inclusive Economy work and invited attendees to participate with us. In attendance were CSR and corporate philanthropy representatives from Kaiser Permanente, Uber, Oakland A s, GreenBiz, and more. In partnership with EBCF s CFO, we are thinking through our role in shifting capital towards equitable economic development. We spoke with stakeholders working on social impact investing to explore potential partnerships, such as Self-Help Federal Credit Union, Runway Project, Confluence Philanthropy, and individuals who developed or lead social impact investing programs at other foundations and institutions. We are also engaging funder networks, to see where there is potential alignment and support for our Inclusive Economy work, such as Asset Funders Network, CFLeads, Bay Area Workforce Funders Collaborative, and GCIR s Immigrant Workforce Learning Community. We are also engaging local community organizations. So far there is strong interest in bringing together partners across sectors to coordinate strategy around an initial area of focus, moving the equity needle in the private sector. There is also strong interest in collaboratively developing a case for national funders for investing in Inclusive Economy work in the East Bay. We continue to participate in aligned Inclusive Economy initiatives in the East Bay (e.g. Oakland Thrives Wealth Impact Table, Anchors for Resilient Communities, East Bay EDA, etc.). We also began to elevate and contribute our voice to national dialogues on community wealth-building, for example through participation in CF Leads and BALLE, which are national networks of community foundations and local economy leaders, respectively. ASCEND: BLO On Friday, February 23rd, the East Bay Community Foundation (EBCF) hosted more than 130 leaders from Black-led nonprofit organizations, local businesses, and municipal and civic communities to celebrate the launch of the ASCEND:BLO Initiative Accelerating and Stabilizing Communities through Equitable Nonprofit Development of Black-Led Organizations. The launch event at Impact Hub Oakland offered an opportunity to recognize, network and feel the collective power of Black-led organizations (BLOs) across Alameda, Contra Costa, Marin, San Francisco, San Mateo, and Santa Clara Counties. Speakers at the event included James W. Head, President & CEO, East Bay Community Foundation and Seitu Jemel Hart, Vice President of Membership and External Affairs, Association of Black Foundation Executives (ABFE). The ASCEND:BLO Accelerator Application was released on Friday, February 23, 2018 to BLOs in the core four-county service area (Alameda, Contra Costa, San Francisco and San Mateo Counties). The deadline for applications is Friday, March 30, 2018 The Accelerator is a six month program designed to bolster the growth and sustainability of emerging, innovative community anchors that have a vision for growth, promising ideas and a willingness to work in new ways to catalyze personal, organizational and community change. This program focuses on providing support in key areas including strategy, feasibility and sustainability, as well as access to coaching and technical supports. Participants will receive a three year investment with ongoing technical support and training. Page 14 of 21

15 East Contra Costa STRONG Non-Profits Fund Project funders had an opportunity to meet with the cohort participants at their December session. There was a rich interchange of information and ideas for solutions to persistent challenges in East Contra Costa. The participants were invited to apply to the Fund for $5,000 general support grants, which were awarded in January. The funders group will be meeting this spring to discuss possible next steps for pooling resources to strengthen the nonprofit ecosystem in East Contra Costa County. Page 15 of 21

16 APPENDIX B FY 2018 Grants Summary Discretionary Grants President s Discretionary Grants President s Advocacy Grants Field of Interest Funds 2018 DISCRETIONARY GRANTS BUDGET SUMMARY Budget Q1 Q2 Q3 Q4 SUPPORT FOR CHILDREN TO SUCCEED 100, Brighter Beginnings 25,000 Child Abuse Prevention Council of CC 25,000 Reading Partners 25,000 Super Stars Literacy 25,000 Remaining Budget ECONOMIC DEVELOPMENT 150, Cypress Mandela Training Center, Inc (gen support) 25,000 Inner City Advisors 25,000 Opportunity Junction 25,000 Rubicon Programs Inc. 25,000 Stride Center 25,000 The Bread Project 25,000 OTHER (Emerging focus areas) 45,000 The Advocacy Fund 5,000 East Bay Alliance for a Sustainable Economy 15,000 Social Good Fund, FBO: Safe Return Project 25,000 TOTAL 576, , ,518 Page 16 of 21

17 2018 DISCRETIONARY GRANTS BUDGET SUMMARY Budget (est) Q1 Q2 Q3 Q4 Remaining Budget ARTS AND CULTURE 163,173 Macpherson Small Arts Fund 123, ,173 The Wolfgang Fund 40,000 40, East Bay Center for the Performing Arts 5,000 Youth Enrichment Strategies, dba: YES Nature to Neighborhoods 15,000 zsharp: music education for generation Z (Formerly Education through Music) 20,000 ENVIRONMENTAL 207,408 10,000 75, Meyers Funds 188,258 10,000 55, Communities for a Better Environment 10,000 Golden Gate Audubon Society 10,000 Earth Island Institute, FBO: Kids for the Bay 10,000 Community Resources for Science 10,000 Planting Justice 10,000 Watershed Project* 5,850 Rising Sun Energy Center 10, , ,408 Diablo Environmental Fund 19, , Greenbelt Alliance 15,000 Watershed Project* 4,150 DESPEAUX GOOD WORKS (S. ALAMEDA COUNTY) 320, ,500 Abode Services 40,000 Cypress Mandela Training Center, Inc. 20,000 Daily Bowl 2,500 Fremont Education Foundation 6,000 Fremont Family Resource Center Corporation 25,000 HERS Breast Cancer Foundation 20,000 Kidango Inc. 25,000 New Haven Unified School District, FBO: Union City 20,000 Kids' Zone Safe Alternatives to Violent Environments (gala) 5,000 Safe Alternatives to Violent Environments (gen support) 30,000 The Village Method 5,000 Tiburcio Vasquez Health Center 20, ,022 *$10,000 grant to Watershed Project funded from Meyers and Diablo funds Page 17 of 21

18 2018 DISCRETIONARY GRANTS BUDGET SUMMARY Q1 Q2 Q3 Q4 Total PRESIDENT'S DISCRETIONARY GRANTS 10,000 New World Foundation, FBO: Marga Incorporated 10,000 15, ,000 La Clinica de La Raza 15,000 PRESIDENT'S ADVOCACY GRANTS 25,000 20,000 IF transfer from DISC/PAG to OESD 25,000 Rockefeller Philanthropy Advisors 10,000 Children Now 10, , FIELD OF INTEREST GRANTS Q1 Q2 Q3 Q4 Total Building Immigrant Power Fund 50, ,000 Contra Costa Office of the Public Defender 50,000 (Stand Together CoCo) Community Resiliency Fund (disaster relief) (DISR) 8, ,500 Omni Commons, FBO: Safer DIY Spaces 8,500 rly Childhood Progress Fund (ECPF) 340, ,000 - Committee for Alameda Childcare and Early Education 150,000 Parent Voices Oakland 130,000 ACCE Institute 60,000 East Bay Fund for Artists 92,000 21, ,000 Bay Area Video Coalition (BAVC) 8,000 Center for Independent Documentary 8,000 Chinese for Affirmative Action 3,000 CounterPULSE 8,000 Dancers' Group 8,000 Destiny Arts Center 8,000 Fractured Atlas Inc 5,000 Islamic Cultural Center of Northern California 7,000 Los Cenzontles Mexican Arts Center 8,000 Rosie the Riveter Trust 8,000 The Freedom Bound Center dba Sol Collective 8,000 Ubuntu Theater Project 5,000 Youth Spirit Artworks 8,000 Destiny Arts Center 8,000 Intersecton for the Arts 8,000 ShadowLight Productions 5,000 Oakland Equity & Strategic Direction Fund 136, ,765 City of Oakland 136, TOTAL 237, , ,265 Page 18 of 21

19 The following EBCF Field of Interest Funds have not made grants in Q1/Q2 FY18 Black Led Organizations Buck Foundation Fund (sub fund to ERLY) Civic Engagement and Capacity Building Fund EBCF Early Childhood Success Fund EBCF Economic Development Fund East Contra Cost STRONG Nonprofits Fund Marguerite Casey Foundation Fund Small Business Development Fund Workforce Development Fund Page 19 of 21

20 APPENDIX C TALKING POINTS: Suggested Responses to Questions What is ASCEND? ASCEND stands for Accelerating and Stabilizing Communities through Equitable Nonprofit Development. ASCEND is the East Bay Community Foundation s (EBCF) framework for its nonprofit sustainability initiatives. Reinforcing the importance of a strong nonprofit community is a central tenet of EBCF s work. EBCF provides technical assistance, connections and capacity building funds to organizations led by people of color that are transforming their communities. What is ASCEND:BLO? ASCEND:BLO is a nonprofit sustainability initiative managed by EBCF and supported by a larger Funders Collaborative aimed specifically at Bolstering Bay Area Black-Led Organizations. ASCEND:BLO enhances the growth, sustainability, impact and sense of community among BLOs to ensure their long-term capacity to more effectively address the needs of the Black communities they serve. ASCEND: BLO also applies a fresh, dynamic, and replicable approach to collaborative capacity building that further develops the nonprofit sector with a lens towards race and equity. For the purpose of this initiative, what is a Black-Led Organization? A Black-Led Organization (BLO) is defined as a registered, tax-exempt 501(c)(3) nonprofit organization that has Black staff and/or Board leadership at the highest level (e.g. Executive Director/President/CEO and/or Board Chair/President). Organizations not registered with the IRS or that are fiscally-sponsored would not qualify to participate in this initiative. Are there any geography restrictions to participation in ASCEND:BLO? Yes; the role of all Bay Area BLOs is important to this initiative and its aims of community-building and learning. Therefore, BLO-wide networking and learning opportunities are open to all BLOs headquartered in the following Bay Area counties: Alameda, Contra Costa, Marin, San Francisco, San Mateo and Santa Clara Counties. However, only BLOs headquartered in the core four-county service area with the largest concentration of BLOs Alameda, Contra Costa, San Francisco and San Mateo Counties are eligible to apply for the more intensive, cohort-based components of this initiative. What information has been captured about Bay Area BLOs? Bay Area BLOs are a powerful group. Both qualitative and quantitative research was conducted among local leaders revealing that most BLOs are mature community anchors with rich traditions of community connection and impact. Over 50% of Bay Area BLOs are located in Alameda County, most in Oakland, with large pockets of groups also located in San Francisco and Richmond. The over 220 Bay Area BLOs: Manage a combined over $585 million and employ over 9,000 people Primarily serve Black, Latino, low and moderate income and underserved communities Are under resourced with most budgets less than $500K and 42% without reserves/endowments Are understaffed with 62% having staffs of 10 or less and 84% with staffs of 20 or lless What is the Funders Collaborative? The ASCEND:BLO Funders Collaborative is a group of like-minded philanthropic organizations that spearhead the initiative serving as champions providing and securing regional and national leadership and support to build the capacity of BLOs across the Bay Area. The Funders Collaborative is currently comprised of EBCF, The San Francisco Foundation, Kapor Center for Social Impact, Y & H Soda Foundation, The California Endowment, The California Wellness Foundation, Akonadi Foundation, the Walter & Elise Haas Fund and the County of Alameda. Page 20 of 21

21 Who is the Lead Agency and what is their role? EBCF serves as the Lead Agency for ASCEND:BLO. As the Lead Agency, EBCF is the holder and distributor of funds and main manager of supporting activities and consultants. EBCF facilitates delivery of all key components of the ASCEND:BLO nonprofit sustainability initiative. What are the key components of ASECEND:BLO? ASCEND:BLO is comprised of three main components: 1. BLO Accelerator: An intensive six month program designed to bolster the growth and sustainability of emerging, innovative community anchors that have a vision for growth, promising ideas and a willingness to work in new ways to catalyze personal, organizational and community change. This program focuses on providing support in key areas including strategy, feasibility and sustainability, as well as access to coaching and technical supports. Participants will receive a $25,000 stipend for the six-month program and will have the opportunity to develop and pitch a bold idea for growth that will receive an investment of up to $300,000 over three years. 2. BLO Stabilizer: A three year program for mature community anchors designed to minimize risk and guide organizations through transition by providing leadership development, board recruitment, advanced training and succession planning. This program focuses on vital community organizations with long-term leaders planning a thoughtful departure within the next three years by providing coaching and technical supports to ensure the organization remains sustainable and the outgoing leader is recognized and supported. 3. BLO Network: Online and in-person peer networking and learning with access to exciting events and relevant workshops and speakers for all BLOs in Alameda, Contra Costa, Marin, San Francisco, San Mateo and Santa Clara Counties. Who comprises the core support team for ASCEND:BLO? ASCEND:BLO has an experienced and diverse support team. EBCF s Capacity Building Initiative Officer, Byron Johnson, is the point person for ASCEND:BLO. EBCF and the Funders Collaborative receive general management support from Walker and Associates Consulting. Evaluation and learning is managed by Teng & Smith, Inc. The core capacity building team charged with designing the curriculum as well as teaching and coaching BLOs is comprised of Be the Change Consulting, Blooming Willow Coaching, Jeweld Legacy Group, Mmapeu Management Consulting and Saad&Shaw. What was the impetus for the creation of this initiative? National IRS data indicates that since 2010, over 400K registered nonprofits have either closed their doors or lost their 501(c)(3) status. Bay Area BLOs, which are lifelines to Black communities and are critical vehicles for community empowerment and civic participation, have been especially impacted. Many are still recovering from a period of fiscal belt tightening, restructuring and even closures; operating without strategic plans, marketing strategies or plans for succession as there is no system to attract emerging Black leaders to replace long term ones. Although vital to their communities, BLOs are shrinking in numbers and often lack the resources and connections to withstand sudden shifts in the economy, including unprecedented increases in rents, or changes in funders priorities that limit grants to invited applicants only. These challenges have resulted in compromised services to the low and moderate income communities they serve. A group of like-minded funders came together with a great sense of urgency and readiness to invest in solutions via a collaborative, capacity building initiative designed to support the growth, sustainability and impact of BLOs. Where can I learn more about ASCEND:BLO? To learn more, visit or any questions to ascendblo@eastbaycf.org. If interested in the BLO Accelerator, note that the application release date is February 23, 2018; a webinar will be held on March 7, 2018; and applications are due on March 30, 2018 If interested in the BLO Stabilizer, stay tuned for the BLO Stabilizer application release in 2019 If interested in the BLO Network, check for information about upcoming activities and events Page 21 of 21