philanthropy nz magazine 49 winter 2009
TRANSCRIPT
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Vol.3 No.49
Winter 2009
ISSN 11759151
The magazine o Philanthropy New Zealand
Supporting peoplewhen times are
tough
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Philanthropy New Zealand Toputanga Tuku Aroha o Aotearoa2
From the desk of the Executive Director
In this issue
Page 4: Regional Funders Forums 2009
Pages 5: Tindall Foundations Scope report
Page 6: International conerences
Page 7: New ideas that workPage 8: Building bridges, breaking down barriers
Page 11: Community Foundations
Page 14: Budgeting Services and AMP help
Page 15: The 2008 Global Financial Crisis
Page 18: The Eective Foundation
Tena koutou katoa
Nobody oresaw the magnitude o the economic crisis or the rapidity with which it occurred...
This is a time, both in our country and around the world, o increasing need. When the economy is
this weak, there is huge need or philanthropic resources. There is also enormous opportunity to make
progress This is an amazing opportunity or Americans. We cant aford to squander it, because its a
once-in-a-generation opportunity. (Judith Rodin Head o Rockeeller Foundation US May magazine article)
As we go to print, I am travelling the country with the Regional
Funders Forums. We have ocused this series on maximising impact
in challenging times, as the Rockeeller Foundation says, A crisis is a
terrible thing to waste. The recession is having a signicant impact onthe work o grantmakers around the globe and it is orcing them into
new ways o thinking and acting. Forum acilitator Jenny Blagdon has
spent time reviewing the international horizon. Shes discovered that
although there are dierences in how countries are aected, there is
a common theme coming through: it is time to look beyond individual
interests and the resources o our own organisations and ask, How can
we solve problems in combination with others?
The present challenges or the philanthropic sector is to meet new
immediate needs (and they are oten pressing) and to be creative and
to work more eectively with our partners in the not-or-prot sector,
business and government to maximise long term impact as well as meet
short term demands. When nancial resources become more scarce,
our role to be the venture capital o social change means that even
more consideration o how we undertake our work is imperative. Its
been most heartening to be out with you in the regions where those
challenges are being met head on.
I elt a commitment to understand community needs, but also see
a strong need or us to work with partners to maximise impact, especially
when organisations have diminished resources. Heres a taste o the
eedback rom our orum sessions:
What youre looking to achieve:
Networkingandgettingnewideasabouthowtocopewiththe
impact o the recession on trusts was crucial. It was also great to
hear what to look or in und seekers.
Iwanttosharepracticalideasaroundareasorcollaborative
initiatives.
Itwasespeciallyinterestingtoreceiveupdatesabouthowthe
rest o the world is working... in particular the way others are
working together to maximise their resources. Ienjoyedhearingandseeingthepassionsootherpeople.It
makes you want to bring all that you learned back to your
organisation and makes you realise what you need to do to make
moreoadiferencetothelivesoothers.
Keyplayersattendedtheorumsandthisenabledmetogetsome
useul contextual inormation.
Cover image: Acorn Foundation helps und Bay o Plenty CanTeens Summer Camp
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Naku noa na
Robyn Scott
Executive Director
Philanthropy New Zealand
I recently listened to an insightul address on the Internet rom
the President o the Monitor Institute, Katherine Fulton. Katherine
is a uturist, strategist, author, teacher and speaker working or social
change1. She talked about the uture o philanthropy and the uture o
all o us in philanthropy; what she reerred to as the democratisation
o philanthropy. Acting our way into a new way o thinking rather
than whats oten done which is, thinking our way into acting. She says
whats happening around us is propelling strong citizen action, and she
talked o new tools and new pressures driving philanthropy in a dierent
direction. She discussed the emergence o trends such as:
Peertopeerphilanthropyexempliedbymasscollaboration
engaging lots o people around an issue and a goal thats stated
Aggregatedgiving
Socialinnovation(extensivelycoveredinthisissueoPhilanthropy
News)
Onlinephilanthropymarketplaces,and
Competitionsandsocialinvesting.
www.givealittle.co.nz, which uses an online giving marketplace to
engage lots o people and crystallise giving, is a New Zealand example
o what Katherine is speaking about.Katherine also reminds us that philanthropy is about giving o
time and talent, not just money. We have lived in this world where
little things are done or love and big things or money. Now we have
Wikipedia. Suddenly big things can be done or love.
It is worth your time listening to Katherines address, its about 15
minutes long and the web address or it is at the bottom o the page. We
also have a copy o her book The Future o Philanthropy available rom
our oce or members to borrow.
FromCrisistoOpportunity,thiseconomiccrisishas ramications
or us all, and or all we seek to support. We may need to do more with
less and its time to think careully about the opportunities showing theirhand right now and the ones we have to dig a little deeper or those
hiding in the gorse bushes.
1. Katherine Fultons speech can be ound at:
http://www.ted.com/index.php/talks/katherine_ulton_you_are_the_uture_o_philanthropy.html
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Social Innovation
New ideas that work is one simple denition o socialinnovation, says vivian Hutchinson, Executive Ofcero the Social Innovation Investment Group and theNew Zealand Social Entrepreneur Fellowship (NZSEF).
Speaking at the Philanthropy New Zealand Conerence earlier
this year, vivian said that, the ideas dont even have to be new; social
innovations may simply be combinations o existing ideas that havent
been used together beore. Whatever the denition, the consensus
seems to be that social innovators arent generally that interested
in tweaking; incremental changes arent really what they are about.
Rather, social innovators want to undamentally transorm the way thingsare done or, as vivian says, to permanently alter the perceptions,
behaviours and structures that are creating the tough problems they are
trying to solve.
Moreover, vivian believes social innovators and entrepreneurs
dont just want to organise problems, they want to heal them. In
doing so, they oten create new organisations, programmes or schemes,
or a culture change in existing organisations.
Theyexploreinnovationsandrolemodelsthatmovebeyond
just reacting to and managing the problems, towards being
pro-activeandtransormingthem.
Viv Maidaborn knows a bit about transorming problems. As Chie
Executive o CCS Disability Action, Viv was determined to make
New Zealand houses more accessible and useable or people across the
ages and stages o lie.
That pretty much started with my board saying to me how do we
stop organising the problem o young disabled people not being able
toleavehomebecausetheresnoaccessiblehousing,andreverting
back to institutional solutions, [and start] creating something
undamentally diferent? We decided something undamentallydiferent was changing New Zealands housing stock.
TheinnovativeLietimeDesignstrategywasborn.Itisnowoverseen
by a oundation and, with a certied trademark, is being successully
marketed to the housing sector. To achieve the Liemark stamp o
approval, a design must pass a strict independent review to ensure it
meetsLieStandardsousability,adaptability,accessibility, inclusion
and lietime value. These standards ensure that a building can be used
at that moment as well as being easily adapted later as occupants
needs change.
Were beginning to educate the New Zealand public about what it
would mean to have a house designed so that i you broke your leg you
could still use the toilet, says Viv.
Prettybasicstuf,butourpuremarketmodelhasntdelivered
us houses that are designed or people, and were going to do
something about it.
Viv is also a member o the New Zealand Social Entrepreneur
Fellowship, a peer learning community o New Zealand changemakers
who meet six-monthly to share their experience in creating and
supporting social innovation. For her, social innovation means stepping
outside o what she calls the doing and ocusing instead on what the
opportunities are.
I theres been one breakthrough in my thinking over my time with the New Zealand Social Entrepreneur Fellowship, its been getting
to grips with what the core competencies that a particular group has,
or that accrue around a particular passion, and how can you work with
those competencies.
Its kind o like starting with what is the resource, what is the
wealth?, rather than whats the scarcity and whats the problem? It
taught me quite a dierent way o approaching issues, says Viv.
Small experiments
Geo Mulgan, British social innovator and Director o the Young
Foundation believes that unding social entrepreneurs to carry out smallexperiments is the way to eect real social change.
Geo, who is a ormer advisor to Tony Blair, was brought to New
Zealand in April 2009 or the launch o the Centre or Social Innovation.
He met with public sector chie executives and brieed Finance Minister
Bill English. Speaking at the launch, he said he believes the current
slump is going to transorm capitalism.
Financial markets have become more detached rom the real
economy the world o making things, practical stu and science.
I think were going to see capitalism reconnect with the real
economy and also reconnect with social goals. Theres a burgeoning
eld o social investment or example about 10 percent o all
investments in the US.
Social Entrepreneurs Ngahau Davis, Kim Workman and vivian
Hutchinson at the NZSEF retreat.
article continued on the ollowing page
New ideas that work
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Philanthropy New Zealand Toputanga Tuku Aroha o Aotearoa8
Social Innovation
Geo told Radio New Zealand Nationals Kathryn Ryan that ageing
western societies are going to have to get used to spending much less.
He says capitalism will have to accommodate social needs just as it didin the Great Depression with social welare and employment security
and, this time round, it will also need to adapt to the ecological crisis.
The smartest people in business recognise this quite clearly,
but some are hoping that with a ew short, sharp measures well get
back to where we were beore. I think arsighted people realise this
is a once-in-a-lietime change.
Geo says one o the keys to coping with this once-in-a-lietime
change is allowing social innovators and entrepreneurs to experiment
with their ideas.
At the moment we oten have very competent departments
highly competent people, trying to x things or whole countries at
once. Whereas the more creative, imaginative way, is to spawn many,
many small innovations, small experiments, and watch what works and
then grow the ones which work. Thats exactly how we do science;
its how we do medicine: all o modern medicine is ounded on this
principle.
Geo says the Young Foundation, operates in this way.
Mostoourprojectsstartofvery,verysmall,maybea ew
dozen, a ew hundred people and [then you] nd out what
works. And i things work, then you take them up to a scale o a ew
million people.
Their initiatives have ranged rom Neighbourhood Taskorces a pilot
community development programme aimed at tackling neighbourhood
confict in housing estates and bringing warring residents together to
work on a problem to Studio Schools, an alternative school model or
teenagers alienated rom mainstream education.
The Studio Schools project, which began as a one-class pilot or 23
teenagers in late 2007, has just received the go-ahead rom the British
Government to open seven 300-pupil schools across England.
Young people are provided with qualications and skills that alignwith the national curriculum, but with a much stronger emphasis on
practical work and entrepreneurialism. Students will work in, and run,
businesses and social enterprises directly serving customers. Every
student will have a personal coach; there will be mixed age teams; and
the schools will have many o the eatures o a workplace.
Weve persuaded government to back these with money because
the trials we ran showed these to be much more successul at engaging
precisely the teenagers who were dropping out o school, getting
them better qualications, better skills, and [making them] more
employable and thereore saving money or government in the long
run, says Geo.
Changemakers
I allowing social entrepreneurs to experiment is the way orward
or tackling the toughest social problems, then bringing socialentrepreneurs rom around the world together to collaborate on those
same problems is an even more powerul tool.
Changemakers, an initiative o the Ashoka global social entrepreneur
network, sets up online thematic collaborative competitions where
groups and individuals rom around the world can present their ideas or
change in a particular complex social area.
The competitions are sponsored by organisations and individuals
who have an interest in addressing the issues involved and entries
are posted online at www.changemakers.net or anyone to view and
comment on.
A panel o key decision-makers and philanthropic investors assesses
the applications and picks the 10-12 nalists, then the online community
votes or its top three nalists who are brought together to collaborate
on an overall plan.
Recent competitions have included themes as diverse as how to
provide clean water to people in developing nations, aordable housing,
how to reduce domestic violence and market-based solutions or low-
income communities.
The three winners each receive US$5,000, although there are
occasionally much larger prize pools. For example, US$25,000 was
oered as seed unding this year to the two best new ideas or inspiringa better world through media and technology.
Most importantly, the competitions introduce social entrepreneurs
to each other: they see how their work and concerns overlap and
they inspire each other. They also create new partnerships that
might otherwise never have been thought o. Past competitions have
succeeded in teaming up Indias largest bank with one o Indias largest
rural womens programmes, thousands o rural armers with low-cost
health care providers and a Thai aordable housing solution with the
worlds largest cement manuacturer.
As the Changemakers website points out, these are just three
examples o the strength inherent in a change-making community andthey signal the way an entire sector can broaden its ocus and integrate a
powerul set o solutions and stakeholders bent on change.
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Philanthropy in Action
article continued on the ollowing page
When a Hutt Valley high school started losing the ght against gang activity and violence they took aninnovative approach to creating solutions that hadgang members playing a crucial role.
In late 2006, Board members and sta at the Hutt Valley college
were growing concerned about the increasing violence, drug use and
recruitment o students into gangs; about 15 percent o their student
population had connections with a gang.
Kim Workman (Ngati Kahungunu, Rangitaane), Director o the
Rethinking Crime and Punishment project (and ormer National Director
o Prison Fellowship) was a member o the schools Board o Trustees.
He says, There was a cycle developing where men coming out o prison
were asking Prison Fellowship to help them with their children who were
getting into trouble at school.
And we said we have no expertise and they said yeah, but we
trust you.
Kim says, We started to think about taking a strengths-based
approach, asking the parents o these students whom we wanted to be
involved in the school, how do we get you there?.
In February 2007, Kim, the principal, representatives rom theBoard, sta and the whanau o school pupils met at a community
meeting. They agreed that Kerry, a member o the whanau community
and at the time a voluntary part-time community worker, would be
appointed as a co-ordinator o the school marae and act as a liaison
between the school and whanau.
WecouldseethatKerryhadpotential,saysKim.
And she was known and accepted by the whanau, which
was crucial. The amilies in the community were rightened o the
bureaucracy and the hierarchy at the school; it was beyond their
comprehension so they wouldnt enter the grounds.
Kerry became someonewho couldanswer theirquestions;
whos the dean? or what does it mean when you get a
yellowcard?.
Kim and Prison Fellowship developed a restorative integration
model, aimed at getting gang-linked whanau involved in socially
proactive ways o school lie. Government department Te Puni Kokiri
(TPK) unded the initiative as an action research project, aimed at
increasing Maori participation in the school.
And so began a gradual process or the College. The rst initiative
was getting gang members to help out on the barbecue at a school sports
day. It was a sae thing or them to do, because they were separate but
in a group and was a step towards getting them helping with undraising
and sports coaching.
Kim says Kerry was pivotal to the success o the initiative because
she was a go-between. She mediated between the kids and the sta,
and she helped the sta to understand the dynamics at home or their
students.
From there, Roopu Ahwina, a group that meets monthly was set up
as an opportunity or amilies to spill their guts about what was wrong
with the school. A restorative justice programme was introduced as analternative to suspension or expulsion and other agencies later came
on board too, including Barnardos, who invited the men to help with a
community garden. Respected kaumatua and kuia were also introduced
to the whanau.
Three years on, the school has managed to eliminate grati and
signicantly reduce drug use. The Kapa Haka group has grown ourold,
and suspensions have dropped rom 38 in 2007 to 10 in 2008. And
Kim reports that there is no longer evidence o gang prospecting within
the school.
Kimsays,Alotootherthingshappenedtookidsstoppedwearingtheir[gang]colours,morechildrenarestayingatschool
in Year 11 and 12 and the whanau are now relaxed participants in
school lie and attend school unctions more requently.
The wider whanau are now the schools most successul undraisers,
bringing in around $1600 a month or the school rom their hangi sales,
which buys Kapa Haka uniorms, and helps pays or annual trips to marae
in places like Ruatoria or Matataa.
Building bridges, breaking
down barriers
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Philanthropy New Zealand Toputanga Tuku Aroha o Aotearoa10
Philanthropy in Action
articlecontinuedromthepreviouspage
While Kim is quick to acknowledge there are other programmes
that have no doubt contributed to the improvements, he believes thekey to the turnaround in the schools gang community has been simply
engaging with that community.
Ithinkitsimportantthatpeoplemoveawayromtheidea
that youre dealing with ofenders and gang associates, to the idea
that youre dealing with parents who, more than anything, want to
beacceptedascontributingmembersothecommunity,saysKim.
He also points out that working to engage gang amilies is the
opposite o what most schools do generally they work hard at keeping
gangs out. And he acknowledges there are still many challenges acing
the school.
TPKs unding nished at the end o June, and Kim is currently
looking or a new under. He says that sadly, ideas like this oten dont
hold great appeal or grantmakers.
Oneothedifcultieswehaveinthisworkisthatundersare
looking or particular outcomes that theyve identied, which might be
around education or community development.
But my experience has been that the programmes that are really
innovative and dierent and have a bit o cutting edge to them, oten
relatetomorethanoneoutcomeandotenacrosssectors.Otenyou
start o doing something like this and get improvements in a lot oother areas.
Three gang associates are currently studying or Diplomas in Social
Work and Community Work, while another 20 work as unpaid volunteers
in a whole range o activities; it starts to challenge the stereotypes
around gangs, says Kim.
This kind o capacity building o leaders is where real
change occurs.
I you can identiy leaders in a group and develop their
expertise, they can then become mentors and role models
to the larger group. That is the most efective way o getting
transormational change.