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Compass Reports: Navigating Findings from a Statewide Survey of Nonprofits and Funders CapDev conducted a first-of-its-kind statewide survey of nonprofits and funders in 2024 - Nonprofit Outlook - and has summarized its key findings in the Compass Report, released at the annual NC Center for Nonprofits Conference. Having gathered input on the results from major NC foundations, CapDev is now sharing key takeaways from the report with the nonprofit sector as a spark to engage deepened communications and to ignite opportunities, furthering our work of constantly making our world better. The four main points to discuss center around these topics: reimagine governance structure; educate and empower future workforce; mobilize collaboration for transformative impact; build stronger philanthropic relationships, and can be found in the full report here: www.capdev.com/compassreport2024. This session gives an overview of the findings and explores participants' takeaways in an interactive discussion format.

Compass Reports: Navigating Findings from a Statewide Survey of Nonprofits and Funders CapDev conducted a first-of-its-kind statewide survey of nonprofits and funders in 2024 - Nonprofit Outlook - and has summarized its key findings in the Compass Report, released at the annual NC Center for Nonprofits Conference. Having gathered input on the results from major NC foundations, CapDev is now sharing key takeaways from the report with the nonprofit sector as a spark to engage deepened communications and to ignite opportunities, furthering our work of constantly making our world better. The four main points to discuss center around these topics: reimagine governance structure; educate and empower future workforce; mobilize collaboration for transformative impact; build stronger philanthropic relationships, and can be found in the full report here: www.capdev.com/compassreport2024. This session gives an overview of the findings and explores participants' takeaways in an interactive discussion format.

Compass Reports: Navigating Findings from a Statewide Survey of Nonprofits and Funders CapDev conducted a first-of-its-kind statewide survey of nonprofits and funders in 2024 - Nonprofit Outlook - and has summarized its key findings in the Compass Report, released at the annual NC Center for Nonprofits Conference. Having gathered input on the results from major NC foundations, CapDev is now sharing key takeaways from the report with the nonprofit sector as a spark to engage deepened communications and to ignite opportunities, furthering our work of constantly making our world better. The four main points to discuss center around these topics: reimagine governance structure; educate and empower future workforce; mobilize collaboration for transformative impact; build stronger philanthropic relationships, and can be found in the full report here: www.capdev.com/compassreport2024. This session gives an overview of the findings and explores participants' takeaways in an interactive discussion format.

Compass Reports: Navigating Findings from a Statewide Survey of Nonprofits and Funders CapDev conducted a first-of-its-kind statewide survey of nonprofits and funders in 2024 - Nonprofit Outlook - and has summarized its key findings in the Compass Report, released at the annual NC Center for Nonprofits Conference. Having gathered input on the results from major NC foundations, CapDev is now sharing key takeaways from the report with the nonprofit sector as a spark to engage deepened communications and to ignite opportunities, furthering our work of constantly making our world better. The four main points to discuss center around these topics: reimagine governance structure; educate and empower future workforce; mobilize collaboration for transformative impact; build stronger philanthropic relationships, and can be found in the full report here: www.capdev.com/compassreport2024. This session gives an overview of the findings and explores participants' takeaways in an interactive discussion format.

Compass Reports: Navigating Findings from a Statewide Survey of Nonprofits and Funders CapDev conducted a first-of-its-kind statewide survey of nonprofits and funders in 2024 - Nonprofit Outlook - and has summarized its key findings in the Compass Report, released at the annual NC Center for Nonprofits Conference. Having gathered input on the results from major NC foundations, CapDev is now sharing key takeaways from the report with the nonprofit sector as a spark to engage deepened communications and to ignite opportunities, furthering our work of constantly making our world better. The four main points to discuss center around these topics: reimagine governance structure; educate and empower future workforce; mobilize collaboration for transformative impact; build stronger philanthropic relationships, and can be found in the full report here: www.capdev.com/compassreport2024. This session gives an overview of the findings and explores participants' takeaways in an interactive discussion format.

Database, donor relations and communication.

Staffing Capacity

PART TWO: Why we talk about why with every client. Visioning work as the source of the components of each case.

PART ONE: Why we talk about why with every client. Visioning work as the source of the components of each case.

Mary Thomas Chief Operating Officer The Spartanburg County Foundation   The Spartanburg County Foundation: The Spartanburg County Foundation was established in 1943 by Walter Scott Montgomery and seven key business leaders who saw community philanthropy as a way to address issues in the area. As the oldest community foundation in South Carolina, the Foundation recognizes a rich history of innovation, philanthropy, engagement, and community impact. Over the past 75 years, the Foundation and its donors have granted more than $161 million to nonprofits serving the needs of Spartanburg County and beyond. Today, the Foundation manages more than $200 million in assets and nearly 1,000 charitable funds that will sustain positive change in Spartanburg County.   Bio: Mary L. Thomas has over 25 years of experience in the nonprofit sector.  She currently serves as the Chief Operating Officer of The Spartanburg County Foundation where she is responsible for the day to day operations of the organization and leads its mission, vision, and strategies while translating the Foundation’s goals into the overall program of work. Prior to joining the Foundation in 1998, Ms. Thomas was the Executive Director of The Bethlehem Center, a ministry that serves families in the Highland community of Spartanburg, SC for 11 years. Ms. Thomas is a graduate of Winthrop University, and holds a Bachelor of Arts Degree in French and Communications. She was an exchange student to France through Lenoir-Rhyne College in 1983 and is a former French teacher in Spartanburg District 7 schools. Ms. Thomas is a very active leader in the Spartanburg community and has held extensive leadership roles with a host of organizations throughout the area and beyond.  She currently serves on the Apella Board of the Spartanburg Regional Healthcare System, Converse College Board of Visitors, the Northside Development Group Board of Directors, and the BMW Community Advisory Panel. Her past board service includes: The Southeastern Council of Foundations, The Rotary Club of Spartanburg, CF Leads, Women in Philanthropy, AFL Advisory Board, the Mary Black Health System Women’s and Children’s Advisory Board, the Mary Black Health System Board of Trustees, and SC ETV Advisory Board.  She is also a former Commissioner for The South Carolina State Housing and Finance Authority. Ms. Thomas is a graduate of Leadership Spartanburg, Furman University Diversity Leadership Institute, and Spartanburg Regional Fellows. She is a Past Chair of The SC Grantmakers, the Spartanburg County Consensus Project, and Spartanburg Communities in Schools. Ms. Thomas’ many honors include but are not limited to: being named Top Three Distinguished Grantmakers by the Council on Foundations in 2014 and, in 2006, being the first African American to win the Council on Foundation’s Robert W. Scrivner Award for Creative Grantmaking established by the Rockefeller Brothers Fund of New York.  She took her prize money of $10,000 coupled with numerous gifts from the Spartanburg community to establish the Mary L. Thomas Award for Civic Leadership and Community Change. This award is managed by The Spartanburg County Foundation, and a deserving leader is recognized annually for his/her leadership on critical issues in the Spartanburg community.  Other honors include Junior League Sustainer of the Year, the James E. Whitmire Meritorious Award, the Sunrise Civitan Good Citizen Award, the Mary McCloud Bethune Trailblazer Award (presented by the National Council of Negro Women), the 1998 Piedmont Area Girl Scouts Woman of Achievement, and a 1997 YMCA Black Achiever.  She was ordained as a minister in 1986 by the Rocky River Baptist Association and is the second female to have that distinction in the Association. She is a member of Cornerstone Baptist Church where she serves as an Elder and Ministry Advisor. Ms. Thomas is the daughter of Mrs. Louise Thomas and Fred Thomas of Spartanburg, SC and is the eldest of three children. In her spare time, she enjoys traveling, decorating, cooking, and sports.

Allan and Clare interview Tom Lawrence, President, The Leon Levine Foundation Leon Levine founded Family Dollar stores in 1959 and created the Leon Levine Foundation in 1980Leon Levine was a great negotiator and passed savings to his customers, a philosophy that translates to the giving of the foundation – moving from poverty to self-sufficiencyThe Foundation focused almost all giving in Mecklenburg County, until 2016. Now with a refined strategy, expanded to focus on NC and SC, just as Family Dollar did in its early expansionSeeing many changes for nonprofits throughout the pandemic – shared several examples of increased needs that nonprofits are helping to meet; also shared examples of great innovationsWhat makes an agency strong: Very effective leadership (staff and board) Impact – measurable, trends, how do you consider successSustainability – comfortable with long-term operationsInnovation, preparedness for crisesFlex – to provide more general operating funds vs. restricted as nonprofits leverage innovationAdvice to nonprofits at this time:Continue to focus on your mission (with a solid contingency plan)Board engagement (staff and board aligned), use board connectionsFinding the good, focus on the winsBe aware of nonprofits’ staff’s mental healthImpact of pandemic on future of sector: additional pressures such as deferral of service needs will have lasting effects on long-term demands; risk of students falling behind due to lack of resources; housing needs increase as evictions become more likely in 2021 - - but also for the nonprofit sector “it’s a time to shine” – positive outcomes will happen as a result of crisisExample of generosity: Leon Levine’s response to the 2008 economic recession – an inspirational $1 million gift during a time of a huge pull-back in giving and a huge spike in need Name: Thomas W. Lawrence, III CFA, CPA President, The Leon Levine Foundation L&L Management, Inc. 6000 Fairview Road, Suite 1525 Charlotte, NC 28210 704.817.6502 The Leon Levine Foundation: Created in 1980 by Leon Levine (Founder and Chairman Emeritus of Family Dollar Stores, Inc.), The Leon Levine Foundation’s mission is to improve the human condition by creating permanent, measurable, and life-changing impact throughout the Carolinas. Based in Charlotte, N.C., the foundation invests in nonprofits with strong leadership, a track record of success, and a focus on sustainability in the areas of healthcare, education, Jewish values, and human services.

Rhett Mabry: ·       Advice: be patient, safe, focus on basic needs of recipients ·       Focus on healthcare grantee needs ·       Help is on the way (stimulus, and private support); Duke Endowment’s first-ever specially called meeting to provide support in NC and SC in response to the coronavirus crisis ·       Response – Recovery – Rebuilding: have usually focused on 2nd two phases, but this time more focus on needs in the 1st phase – Response (hurricane metaphor); like to use intermediaries to get resources where needed ·       Board engagement: nonprofit leaders need to reach out to their board leaders for their thoughts and perspectives in this time ·       Brene Brown on 60 Minutes: humans need each other, need to stay connected ·       Duke Endowment is hearing from grantees; Spring is busy time for grantmaking recommendations in each of their 4 focus areas – now scheduling zoom calls with grantees to check-in on possible changes in their priorities and flexibility in spending current resources ·       Areas identified by Mr. Duke in 1924 are still relevant today: education, healthcare, churches, children; “challenges and opportunities are still there” ·       Education: all 4 colleges The Duke Endowment supports have gone all online ·       Healthcare: effect on hospitals can be counter-intuitive due to foregoing elective surgeries at this time and its negative on revenue due to shifting their service mix to focus on virus relief, “creating a cash challenge” especially for rural hospitals ·       Churches: also mostly online, and many rural churches are not equipped yet for online giving ·       Children: nurse home visitors are moving to telemedicine for consults; crisis could lead to Medicaid funding improvements in reimbursements ·       An epidemiologist in NY Times wrote about re. past pandemics changing life going forward – there could opportunity for improvements from this; “I’m optimistic that we will learn from this.” – such as working on an after-action review with the NC/SC institutes of medicine to analyze and better prepare ·       Generosity: Mary Semans – “She was a saint.” Shared example of a pre-med student who Mary inspired to become an actor and sent to London for theater training, and he now has a Tony from his work on Broadway.   UPDATE:   The Duke Endowment Awards $2.5 Million in COVID-19 Relief for the Carolinas Grants Focus on Statewide Response Efforts Aimed at Addressing Critical Needs file:///C:/Users/Clare/Documents/CapDev/Marketing%20Materials/Podcast/Grant%20News%20From%20The%20Duke%20Endowment%20-%20COVID-19.pdf    Bio: A native of Greensboro, N.C., Mabry joined the Endowment in 1992 as Associate Director of Health Care. He became Director of Child Care in 1998, was named Vice President of the Endowment in 2009, and became President in 2016. Mabry holds a Master of Health Administration from Duke University and a bachelor’s degree from UNC Chapel Hill. Before joining the Endowment, he was a manager at Ernst & Young and HCA West Paces Ferry Hospital. He has served on the North Carolina Governor’s Early Childhood Advisory Council and the board of the North Carolina Center for Public Policy Research. He is a past board chair of the Southeastern Council of Foundations, and serves as an Observer to the Duke University Board of Trustees.

Damon Circosta: ·       A.J. Fletcher Foundation’s advice: exposure of the value of nonprofits doing their work is heartwarming; the next phase of rebuilding is where philanthropy can play a key role; encouraged by the nonprofit sector ·       Communicating with grantees with a light touch: “there are decades where nothing happens, and then there are weeks where decades happen.”  ·       All grantees have pivoted: SE Raleigh Promise, Oak City Cares, Healing Transitions, for example ·       Initially hit “pause button” on current conversations with new potential grantees; then shifted to conversations with current grantees to be present for them as needed ·       Damon expects most foundations will be doing their “real work” over next 6-24 months; foundation’s role is ensuring nonprofits survive these economic changes ·       “Throwing out the rule book” thinking about philanthropy ·       Jim Goodmon’s first questions are always: 1. What are the facts? 2. How can we help? – We will figure this out. ·       Feeling good mentally and physically: flexibility, balance, and dietary changes – learning to go easier on ourselves ·       “It’s OK to be OK not being as OK.” ·       Asking, “What is essential” takes on new meaning for nonprofits. Remember the need we all have for one another – we are all essential for each other. ·       Shaping public policy and media ventures – advocacy and good information is critical in the sector ·       This has “truly never happened before… and lays bare exactly how capable we are as a society. …I think we will see wholesale changes to the way the world works after this event.” ·       “Difficult times reveal our noblest selves” (quoted by Allan) – How do we not lose this connection point?  ·       Looking for the silver linings: wealth inequality has occurred more recently; yet after tragedies such as this, “we’ve got an opportunity, when we get to the other side of this, to think about polarization and wealth inequality….” ·       Example of generosity: visits to the local bakery, “generosity sometimes requires showing up and doing the job” ·       Board of Elections: Damon chairs the board and reminds us that we will “find a way to get it done,” and is very proud of the staff of the NC Board of Elections to “get the vote to work.”   Bio: Damon has been the Executive Director of AJF since 2012 where he has spearheaded several initiatives that help non-profits thrive. Damon comes to work every day heartened by all of the good things happening in the non-profit sector and AJF’s unique role as funders, partners, counselors and helpers in these endeavors.   His favorite quote, originally attributed to an 18th Century French Philosopher, but made known to Damon in a book about surfing sums up how he feels about his job:   “A master in the art of living draws no sharp distinction between his work and his play; his labor and his leisure; his mind and his body; his education and his recreation. He hardly knows which is which. He simply pursues his vision of excellence through whatever he is doing, and leaves others to determine whether he is working or playing. To himself, he always appears to be doing both.”   A native of Arizona, Damon has lived in California, Hawaii and (for a few weeks each year) on the shores of Walloon Lake, Michigan. Previously, Damon led the North Carolina Center for Voter Education, an organization dedicated to improving the electoral process. He currently serves as the chair of the North Carolina State Board of Elections as well as a professor of the practice at the Sanford School of Public Policy at Duke University. He is a graduate of the University of Arizona School of Law. If you ask him, he will tell you way too much about his paleo diet and “fringe” sports pursuits like surfing, ultimate frisbee, climbing and pickleball. He vehemently opposes Daylight Savings Time.

Madeleine McGee: ·       TogetherSC, Allies for Good, is the statewide network of nonprofit leaders, has been around for 23 years, and is about 800-members strong ·       Philanthropic partners: United Way Association and the SC Grantmakers Group have come together for first time in the past year to work on the Census, and now re. coronavirus with weekly calls à 2 weekly calls convening now (nearly 150 people on those calls this week) ·       General advice: you have to believe that change can happen… for the good; “if you like problem solving, this is a great time to be doing our work;” reimagine in the face of change; stay positive; consider how we do it differently ·       For members: communications plan – Good Connections every other Monday, sharing a section on reimagining to share positive things people are doing, inspiration, resources (esp. from Business Partners); also sending weekly email; strengthening advocacy allies network (such as a letter to the Governor re. nonprofits’ needs and regulatory changes needed) ·       Surveying nonprofits’ needs to formulate responses ·       Literacy Association taking training online, as an example of a benefit for good happening at this time ·       “If we do this right, it really could help alleviate some of the underlying inequities… to wipe away the cover of what should have been in plain sight, which was immense inequities in rural communities” (citing Hurricane Hugo as an example) ·       Now exposing lack of internet in our rural households: 193,000 (10% of households in SC) have none or have insufficient internet ·       Role of the board: most EDs are in their roles because of their passion, not because they love management (80% have budgets under $750k) à opportunity for business people on boards to lend their expertise to help in scenario planning and thinking through options and making decisions; need to lean in and provide counseling, technical advice and crisis strategic thinking; crisis management could be rewarding for board ·       Recommend: weekly calls with board leaders ·       Boards: 1. Ask the Chair to “lean in” and customize the ask to each board member for how they can help; 2. Confirm their ability to engage; 3. Fully engage leadership pipeline now ·       Very important to have a good Treasurer now ·       Not the time for board to “play devil’s advocate” right now; responsible for “nurturing” EDs as part of their board role – ask insightful questions, bring cheer, partner with senior leadership ·       Advice re. foundation relationships: power dynamic between funders and nonprofits needs to be evaluated and put aside at this time – need to be able to make shifts in use of funds as needed in crisis, staying in close communication with funders; “speak honestly and get ahead of the curve” ·       Example of generosity: recent willingness of Business Partners to “lift the pay-wall,” helping pro-bono and helping nonprofits access resources and services, even if they can’t pay right now ·       Just concluded 3 days of Summit, talking about racial equity in early March – now is the time to make change to allow racial equity à in pandemic: “must find a way to continue to do this work through a racial equity lens, using resources to lift up and create opportunity” ·       Summit: Heather Hackman, “Facing Whiteness” – important speaker program to be shared soon; esp. good for the white majority to learn SC’s full history and our advantages in our systems   Bio: Madeleine has served South Carolina’s nonprofit community for more than 30 years. She’s led start-ups like the downtown revitalization program in Georgetown, SC, as well as established nonprofits like Coastal Community Foundation of SC that she ran for 10 years.   A fierce believer in the power of collaborative partnerships and a committed community advocate, Madeleine has also provided consulting services and worked for both local and state governments.   Since her appointment as president of Together SC in 2011, Madeleine has helped build South Carolina’s network of “Allies for Good” to effectively serve more than 800 member organizations and the state’s entire nonprofit sector.   Fueled by her lifelong passion for the work of South Carolina’s nonprofit community, she works closely with Together SC’s board of directors to provide services that strengthen the sector and the communities they serve.   Madeleine received her bachelor’s degree and MBA from the University of Virginia. She’s helped build Habitat houses and is a Big Sister with the Big Brothers Big Sisters mentoring program. Madeleine is a native Charlestonian, a SC Liberty Fellow and served on the Town Council for Sullivan’s Island, where she resides with her husband, Bunky Wichmann, three amazing children, and two Boykin Spaniels.

Juan Austin: ·       Juan has been with Wachovia + Wells Fargo for 33 years ·       Covering 4 states (NC, SC, VA, MD) and DC ·       Economic ramifications of the virus – financial services industry is working hard to restore the health of the economy. CEO thanks team and customers of Wells Fargo as we all face challenges. “The only way we get through this moment is together, with flexibility, resolve, and collaboration. We’ll do our best to adapt to the needs of our communities… expedite grantmaking to ensure that nonprofits receive their grants quickly ·       $175 million committed in response to COVID-19 by Wells Fargo: to address food, shelter, small business and public health needs (ex: $1M to Feeding America) – repurposed all of 2020 budgets = $27M+ to this region by providing “highly flexible funding” o   Opened grant portal on rolling basis thru end of August – encouraged past nonprofit partners to apply before May 31 o   Especially want to serve diverse and under-served communities o   Also supporting small businesses with lending, advisory services, financial health and counseling o   Have some bandwidth to consider nonprofits who are pivoting to address COVID-19 community needs ·       “As a corporate funder, the best thing that we can do is be flexible and nimble to support our nonprofits when they sorely need it.” o   Pausing all site visits o   Suspending in-person volunteer activities thru end of April; hope to resume o   Allow organizations to repurpose 2019 grants to use in the way the makes the most sense for them ·       Proactive in reaching out to grantees (partners who’ve received grants over the past 3 years) – encouraged to get grant proposals in quickly, using a new “short-form” grant application process ·       Past 3 giving priorities are still applicable to current needs – 2 examples: o   NC Grantmakers Network: call with Gov. Cooper on 4/15 – funders need to continue focusing on their mission o   WSJ article about PPP: work in past with disaster recovery prepared Wells Fargo to ramp up support in preparation, especially for small and minority-owned businesses, driving resources to those most in need at this time ·       His team meets weekly to talk about impact: “silver lining is that funders have become true collaborators” ·       “We’ve seen nonprofit organizations really step up to fill gaps.” ·       Value of financial education work of past is coming into play now ·       Communication with partners: grant funding cycles around 3 priorities have changed with the 2020 acceleration – “We want to give nonprofit partners a chance to breathe.” In Q4 will assess and have conversations with grantees in preparation for 2021 ·       Grantees reach WF primarily by email now, which works best and WF can be most responsive ·       Generosity example: proactively reached out to grantees in March by email to notify them that WF stands with them and would be flexible with them throughout this year – one of the responses expressed great thanks and personal appreciation back to the WF team, in thanks for “strategically looking out for the nonprofit community.” Short notes of thanks are meaningful. ·       Juan expressed his thanks for “resolve, endurance and ability to have a can-do attitude” ·       Roy T. Bennett quote from “The Light and the Heart” – Attitude is a choice… kindness is a choice… giving is a choice… whatever you choose, it makes you, so choose wisely ·       Wells Fargo loan portal is open o   Stimulus payments started today – WF pausing any collection of negative balances for 30 days from the date of those stimulus payments o   Donating fees associated with PPP loans back to communities   Note: Allan Burrows and Juan Austin served together on board of the NC Center for Nonprofits.    Bio: In his role with Wells Fargo, Juan provides leadership to: all Corporate Philanthropy and Employee Involvement activities in North Carolina, (Exception: Greater Charlotte Region) South Carolina, District of Columbia, Maryland and Virginia.  Austin’s primary focus is delivering strategic and brand/reputation building corporate philanthropy. Areas of emphasis include consulting, strategic analysis, training, budgeting, forecasting and proposal review & approvals. Since joining Wachovia in 1986, Austin has gained experience in several areas of the bank including Auto Dealer Finance, Retail, Business Banking, Community Lending & Investment, Commercial Banking and Wealth Management.   Juan is a native of Greensboro, NC, where he now lives with his wife; they have two adult children. He has been with the company since 1986, and holds a B.S. in Wealth & Trust Management from Campbell University, as well as Corporate Social Responsibility Certification from Boston College.    He is a current Board Member of the following: NC Community Foundation; Campbell University Business School Advisory Council; Mount Zion Baptist Church, Chair Finance Committee; and a past  Board Member of: NC A&T State University Board of Visitors; NC Business Committee for Education; NC Center for Nonprofits; NC Public School Forum; Liberty Street Community Development Corporation; Youth Focus, Inc., Big Brothers & Big Sisters of Greensboro, Reading Connections, Inc.; N.C. Community Development  Inc. - Initiative Capital