The Joy of Convening in Houston: Reflections on Collective Giving


A few weeks ago my friend Laura Midgley and I went to Houston for the Community Investment Network (CIN) conference, which celebrated its 15th anniversary by reflecting on its legacy of building up communities through investing their time, talent, treasure, and testimony (using our collective voice for change). CIN is national network of giving circles impacting communities of color. It connects and strengthens African-Americans and other donors of color by leveraging their collective resources to create the change THEY wish to see. The majority of their members are African-American from the Southeast.

While I had some familiarity with giving circles in general, I was new to this organization and was introduced to it by Laura, who has been a leader in the collective giving movement in her roles as a long-time trustee of the Washington Women’s Foundation and as a board member and co-founder of Catalist, another national network of collective giving organizations.

Laura went to Houston with the specific mission to further Catalist's relationship with CIN.  Five networks in collective giving— The Latino Community FoundationAmplifier (giving circles based on Jewish values), the Asian Women’s Giving CircleCatalist, and CIN—have collaborated on a co-design project aimed at accelerating the size and impact of the giving circle sector on community transformation. (Read about the co-design work funded by the Bill and Melinda Gates Foundation.) The missions of these five networks of collective giving groups are closely aligned, so rather than compete, they collaborate. We all use conferences to inspire affiliates to dig deeper into this work and to prepare the leaders to go home to their communities feeling elevated. Sometimes this work can be wonky but we came home from Houston reminded it must always be joyful. 

I went to Houston strictly to listen, learn, and observe. Though I am a member of the Washington Women’s Foundation, I don’t have much first-hand experience with giving circles, but have always been impressed with their personal engagement in their communities and the members’ commitment to learning and each other. My work as a philanthropic advisor has been limited to high-net-worth individuals and families who are looking to become more strategic and dedicated in their charitable giving. Working with family groups is in some ways similar to a giving circle, but there is something uniquely special about a group of unrelated people voluntarily pooling their money to make investments in their local community. 

We anticipated meeting new colleagues and reconnecting with fellow philanthropists who give through collective giving grantmaking, pooling funds for community impact. But a genuinely worthwhile conference should do more than provide a few new tools and a pile of business cards.  Our goals for traveling to Houston varied, but we both were delighted that our trip to Houston yielded an unexpected joyfulness that rejuvenated us.

What struck us the most was the level of joy and camaraderie we observed, not just within each giving circle, but among them as well. Participants gathered to share stories and best practices and to learn. Their dedication to the work and communing with a cohort of like-minded people produced a powerful aura of goodwill that was hard to ignore.

I know for Laura, the joy came from stepping back from the work and taking stock of why and how we show up for the communities to which we belong and care about in the first place. In the opening session, Linetta Gilbert, formerly of the Ford Foundation and a founding visionary of CIN, spoke meaningfully about how to blend institutional philanthropy with individual philanthropy. And of course, this is exactly what collective giving groups do – inform the individual through group experience and then elevate the impact through collective giving. Ms. Gilbert spoke about the value of a listening tour and the power of starting any foray into philanthropy by asking “Who is absent?” How can we as philanthropists elevate community by seeking out the voices of those left out of the traditional philanthropic power dynamic?  

Ms. Gilbert and her co-presenter Darryll Lester, CIN’s founder, said of the partnership between funders and grantees: "Spend time with each other to get to know one another before doing business". Too often institutions begin the relationship with a transaction – the grant or the donation. Starting that way sets the tone for it to become forever framed and dominated by that transaction. At The Ford Foundation and now in her recent work, Ms. Gilbert invests in relationships first. Doing so allows us to understand the landscape behind the issue and to better allocate our resources and energy. It became clear to us that it is only from this level of engagement that we can begin to envision how all American communities can grow and thrive equitably.

 As for me, I found a deep sense of joy simply from the conference’s theme: “We are Philanthropists”. It was empowering for me to be among African-Americans who proudly claim the mantle. While many debate whether the sector is hopelessly corrupt and ineffective, CIN’s giving circles harness all that is right with philanthropy and brings it into the Black community on their own terms. Circles represented at the conference gave to individuals (from Black men and boys mentorship groups to struggling entrepreneurs or artists) and to traditional organizations. They also came to learn about innovative programs going on nationally that they could bring back to their circles to learn from or adapt for their own community.

 The learning components tapped neatly into the spirit of the conference: community-based and Black-centered. Speakers who brought their expertise to CIN included land trust advocates from the South speaking about building land sovereignty for displaced black and indigenous people, representatives from Black community foundations talking about how and where to invest a circle’s funds, and community-owned grocery store investors on how to eliminate food deserts. I left inspired not just by the work, but by the communion of the network.

CIN’s giving circles, especially those in CIN, embody the best tenets of philanthropy. People pooling resources, sharing knowledge, and offering a hand up to those who need it brings out the best in all of us. I wish this blog could share the warmth of the hugs we received or the sounds of laughter we heard during those two days. Such a jolt of energy renewed my spirit and my commitment to helping people find joy in their giving through deep engagement and understanding. 

I hope this blog piqued your curiosity about giving circles. Feel free to contact me to learn how you can join an established circle or start one of your own. And check out Catalist’s conference PowerUP! The Spark That Ignites Change, which will be held in Seattle February 23-25, 2020. Laura Midgley is the co-chair of this conference and I will be presenting on women of color philanthropists.

"What Do You Do?" 5 Things to Know About Philanthropic Advisors

When I meet people for the first time and they ask what I do, I get a thrill in the telling. They often have their own vague ideas, but after hearing my answer, I invariably hear “Wow, you have an amazing job!” Oh yeah. I absolutely do.

This blog about what I do as a philanthropic advisor and why working with someone like me can be, dare I say, not only incredibly rewarding, but also fun. This post is written for major donors, of course, but also for financial advisors, trust and estate attorneys, tax specialists, and any professional working with charitably-minded, high-net-worth individuals who may be “stuck” when it comes to their giving.

Before I dive headlong into the details of the work, I will first answer a basic question: “What exactly IS a philanthropic advisor?” Well, we are those professional advisors you hire to help guide the charitable aspects of your life. We are thought partners to individuals, couples, families and estates who want to become more intentional and impact-focused with their giving. We advise on appropriate giving vehicles, help you discover both empirically and emotionally what you care most deeply about, and help you understand your impact. But that’s just the tip of iceberg. We do so much more.

Some philanthropic advisors specialize in issue areas (international giving, women and girls, etc.) or specific types of philanthropy (effective altruismsocial justicecollective giving). Others specialize in different types of clientele (women, international families, the mega-wealthy, novices, companies small and large, etc.). Regardless, all are dedicated to making giving more meaningful and productive for the donor as well as the beneficiary.

And now, here are five things to know about what I (and Philanthropic Advisors in general) do:

1.   We know the field. The world of philanthropy is incredibly diverse and complex. Philanthropic Advisors are knowledgeable about giving vehicles, strategies, and opportunities that can make giving to charity joyful and meaningful. We are here to answer questions: Should you establish a Donor Advised Fund, a foundation, or both? Can you donate land, art, or real estate to fund your giving? To whom shall your gift be given, when, and under what terms? We are skilled at working with financial advisors and attorneys to help you sort out the best options available so that you make the wisest possible decision to meet your charitable goals.

2.   We know the issues. Philanthropic Advisors stay on top of the issues to help advise their clients on best practices in the field of giving. We are polymaths. We are able to take deep dives with you into your issue area, help you discern the best organizations with whom to engage and how, and even make strategic introductions to help you develop your own learning community. And when we don’t have the answer, we have deep and wide connections to professionals who do. 

3.   We help you get at the “Why”. When you’re ready to get more intentional with your giving, and maybe increase the size of your gifts, it’s no longer enough to just “write a check”, giving on the fly. At some point, it becomes necessary to become more strategic in affecting positive change. We ask deep and meaningful questions to help you discern the “why” of your giving. At Phila Engaged Giving, after an in-depth Discovery Period, you will receive a comprehensive Wealth and Giving Planthat outlines your mission, vision and values; a giving budget, and the specific methods you will employ to achieve your goals.

4.   We facilitate the tough conversations. Are your family members aware of their potential inheritance, or how to manage it? Is your multi-generational family all on the same page about who you’re giving to and why? For some, these can be touchy topics, but Philanthropic Advisors are skilled at facilitating these conversations with grace and knowledge. We can help your family grow closer by planning and reflecting on values and interests that lead to intentional decisions as philanthropists. 

5.   We help you stay focused. We all have busy lives juggling work, family, school, and so much more. We know you care about the non-profits you are committed to and want to do more with your giving, but let’s face it. That noble goal is pretty easily lost in the hustle that is our daily grind. Philanthropic Advisors are here to remind you of important deadlines, opportunities, optimal times to give. We keep our eye on the ball so you don’t have to.

You likely have already hired lawyers, an accountant, and financial advisors (if you haven’t, call me) and those relationships are fairly well-understood. However, as philanthropy is getting ever more attention with the looming great wealth transfer, philanthropic advisors, like Phila Engaged Giving, are becoming necessary to understand the connection between money and meaning. If you are charitably-minded and are able to donate a sizeable amount each year ($100,000 or more), you should consider adding a strategic Philanthropic Advisor to your team. Doing so will help you reach the next level of charitable giving and expose you to a new world of meaningful opportunities.