Archive for the 'Changing the World' Category Page 4 of 15



Family Financial Stability - Building Blocks for the Common Good

Last week in Reno, Nevada, +100 leaders from the worlds of Business, Government, and the Community Benefit sector convened at UNR’s beautiful new Student Union building, to ask and answer, “What will it take to make families in Northern Nevada financially stable?”

I was blessed to be their facilitator. Blessed because it was a shining example of the subtitle to The Pollyanna Principles: Why Nonprofits Have Not Changed the World and How They Can. And blessed because I got to guide a room-full of passionate people to find their power - the power to create an extraordinary future for their community.

The day began with the Federal Reserve Bank’s John Olson sharing statistics about the economy’s effects. Then Jill Perry from Reno’s Consumer Credit Counseling Service took the stage, transforming those statistics into stories of real people - not those traditionally considered “poor,” but those who thought they had life in order, only to find the walls crashing in. It was a sobering start to the day.

From there, it was our turn.

Knowing the overwhelmingly bad news that had comprised the Summit’s first hour, and knowing that community leaders tend to simultaneously distrust and gravitate towards quick solutions (a quandary, indeed!) - well, you can imagine the challenge we faced!

And so we started out as we do in rooms like these across the country. We guided the group to move toward the future they DO want, rather than staying mired in what is making today so difficult.  We reminded them that the future is a blank slate, just waiting for them to make their mark.

Then we held our breath, and we dove in.

What is Financial Security?
With 100 people in the room, it was likely there were 100 different images of what it might look like if a family were financially stable. If we were all aiming at a different image of success, it would be pretty tough to chart a course to get there!

And so, to get everyone on the same page, the group was asked to describe what life would look like if a real family - the Medina Family - was financially secure.

I wish I could tell you, “They all loved the exercise!” but you would know I am lying.

Yes, most participants enjoyed the call to stretch their brains. Others, though, tolerated the work only because I assured them we would end up with clearly defined short-term goals by the end of the day. To their credit, everyone participated, although I know some would have preferred going straight from statistics to short-term goals.

But that was not what this day was about.

What Will Produce Financial Security?
From their definition of “success,” we then asked the group to march backwards through the cause-and-effect of time. Again, the “silly exercise” alarm went off, until I explained, “We humans plan most of our lives by working backwards. Just try figuring out what time you need to wake up if you want to be at the airport on time, and you’ll see that we work backwards all the time.”

Then I asked,

Why is it, then, that the only place we do NOT plan backwards is in “strategic” planning for our organizations and our communities?

And so the group dove in to determine what cause-and-effect community conditions would lead to the Medina Family being financially secure. What would the community need to have and be?

This is where all the data provided by John Olson from the Federal Reserve Bank, and Jill Perry from Consumer Credit Counseling fit in to flesh out the group’s thinking.  (And it was great to have both of them stick around to participate in the day’s events, after their morning talks!)

The groups filled sheets with community conditions - some conditions related to finance, and far more related to other issues entirely.

Time to Reflect
In wrapping up that question, we asked the groups to pause. “What stood out for you in these discussions?” Busy people are rarely encouraged to reflect and learn together. That was made clear to me during the work we did last month to create the Institute’s Consultant Curriculum (thank you, gang!), and it became clear again during this Summit.

Imagine a group of high-powered community leaders, being asked to stop their work and take a moment to publicly reflect about the very process they were going through! Oh, the agony! While many of the attendees indeed reveled in those discussions, just as many rolled their eyes. “Oh geez - can’t we please just get on with it already?”

And again to their credit, they shared and they listened. The most common theme was that “real everyday people” were not in the room, and yet this was all about them. Another theme had to do with the layers of assumptions we all tend to make about those who need help. These observations would strongly influence the work that remained to be done.

And then, after everyone else had shared their thoughts, Reno Police Officer Patrick O’Bryan took the microphone. Suddenly, even those who were not entirely at ease sharing their observations were waiting to hear from this uniformed officer, firearm holstered at his hip.

Officer O’Bryan uttered just three words:

“Are you comfortable?”

He then paused for what felt like forever, looking around the room. Finally, he continued,

“Because if you’re comfortable, then nothing will change. To change our community, we need to step outside our comfort zone. So are we willing to be uncomfortable?”

The room lit up. Skepticism melted away. The entire group was suddenly ready to take steps to create the future they had envisioned.

Creating the Future in Small, Doable Bites
The rest of the day was spent energetically tackling the “doing” part. Consolidating the “community conditions” they had listed into major themes, individuals gathered according to the theme they wanted to work on.

Education, healthcare, financial matters, basic needs, jobs - one might expect those themes to arise at a Summit on Family Financial Security.

But then there were themes that spoke of a different kind of stability. Quality of Life. Emotional and Spiritual Health. Community connectedness. Even the issue of Tax Reform, a huge hot potato in a state that prides itself on its low low taxes (sounds like a Crazy Eddy stereo commercial, doesn’t it?) - but the group acknowledged “taxes” as an issue that must be addressed if the conditions in communities are to improve.

For the group, the best part was this:
By the end of the day, they had taken ownership of those issues, and were taking first steps towards creating a better future for the people of Northern Nevada. By the next morning, one group had already reserved the Washoe County Commissioners Chambers as a meeting place for further discussion and presentations.

And the best part for us?
Watching skeptics become believers. At the end of the day, one of the leaders from the business community thanked us. “I confess I did not enjoy our work this morning. But seeing where we have ended up… well, that is really the only place we could have started.  We would not have gotten anywhere close to where we are this afternoon had we not begun right where you started us.”

Same? Different?
When our client, the wise and patient United Way CEO Karen Barsell, asked us what was the same / different from similar events we have facilitated, we had to confess the day had gone pretty much as these days go for us. That is to say, extraordinary.

First, magic happened, and we routinely see magic happen during these events. People convene, they share their passions, they create a path to the future, and they dive in to begin making that path real. The energy in the room is always enough to power a small city, because we are moving beyond “eliminating a negative,” and aiming at “creating something positive.”

What else? Skeptics became believers, like the business leader who approached us after the day was done.  That, too, happens every time.

And then there was the fact that themes seemingly unrelated to the narrow focus of the event (financial stability) were enthusiastically pursued as relevant. That, too, happens every time. Issues of the spirit, of community connectedness, of political influence - all those issues are embraced when folks are encouraged to explore what it will really take to create change.

And then there was Officer O’Bryan. Even his influence occurs in more sessions than not. In Michigan several years ago, it was the fund development officer for a major university, using almost the exact same words. “We are all going to be uncomfortable for a while if we are going to create serious community change. Are we willing to do so?” In other locales it has been a highly visible foundation officer - someone with clout, who steps up to defuse the skeptics. And that, too, happens too often to be a coincidence.

My Own Reflection
Every time I facilitate a session like this, it reinforces for me Why Nonprofits Have Not Changed the World and How They Can.

It reinforces that the reason has not been what Community Benefit Organizations have done, but how we think. When we focus on today’s horrors, that is where we stay. But when we tether our work to the future we want to create, that is what we hold ourselves accountable for accomplishing.

Changing how we think changes what we do.  In turn, that changes what we accomplish.

When we think it is impossible to create social change, we do not even try. But when we change our expectations - realizing that if something is not scientifically impossible, it is possible - the work we do follows suit.

When we do our work as individuals, we create quick goals and move on. But when we are encouraged to share the wisdom of others, we quickly realize that, in the words of my brilliant colleague, Jim Ulrich of Duquesne University, “It takes a village to raise a village.” Connection makes everything more doable, more possible.

When we examine the assumptions and expectations that have created the world we live in today, we see not only Why Nonprofits Have Not Changed the World, but more importantly, How They Can.

For the work of this sector, the happy ending is a world that is far better than this one. When that is the end result we expect, creating that happy ending becomes as simple as creating the cause-and-effect path to that future. From there, we just need to start walking.

Last week, in Reno, Nevada, Dimitri and I joined 100 community leaders who took their first steps along that path.

Will your community be next?

Many thanks to Karen Barsell of United Way of Northern Nevada, for asking me to be part of this wonderful effort, and to the amazing staff at United Way, for making us feel so at home. Huge thanks to the volunteer facilitators who made my work easy after only 90 minutes of trial-by-fire training the day before. Thanks to Reno’s business community and their County Commissioners, for seeing the need for this event, for sponsoring it with funds, and supporting it with your enthusiasm. Thanks to Vivienne French and Chris Askin, without whom I would not have met Karen last November. And as always, thanks to my friend Jill Berryman of Sierra Arts Foundation, for introducing me to Reno years ago, and for encouraging the community to embrace our work. You are all very special to Dimitri and me, and we cannot wait to come back!

Raise My Taxes! “Investing” vs. “Spending” in the War of Ends over Means

As the U.S. simultaneously heads into the season of silly rhetoric known as election campaigning, and the equally silly times of watching Congress wrangle over Economic Stimulus, the issue of “taxes” arises repeatedly. And it is time we Americans demanded this meaningless conversation over “spending” be replaced with the only conversation that matters - investing in our present and our future.

Living and breathing the work of Community Benefit Organizations*, this is no small matter. Taxes are revenues. And even if you barely squeaked by with a D+ in Business 101, you know that without revenues, there is no service - there is nothing!

Which brings me to a roadblock I share often here - the illogical focus on means over ends. Taxes are money, and money is never an end. It is always a means to something else.

During election times especially, Americans regularly hear the talking-point words, “It is better to reduce tax rates and let businesses and families decide on the most productive way to spend money.”

Such a means-based statement leads me to ask:

When you head to the market this week, how much road are you intending to buy?
How much improvement to your community’s sewer system?
How much library will you be purchasing?
How about economic development activity?
How much criminal court would you like to purchase today? $1 worth? $10 worth?
And would you like fries with that?

The fact that “means” - taxes - have become an “issue” is simply illogical. Issues have to do with end results. We might just as soon determine that “swallowing” is an issue. Or “dog food.” One cannot logically be for or against means.

If the “question of taxes” is a meaningless question, then, for the sake of the things that matter most to the Community Benefit Sector, I propose we begin asking meaningful questions instead.

What kind of country do we want to live in?
What kind of communities do we want?

Do we want a country with crumbling infrastructure? (See New Orleans. See bridges in Minneapolis. See Missouri levees.) Do we want a country where healthcare quality ranks below virtually every other highly developed country, as well as many countries with a lower “standard of living” than the U.S? Do we want a country where we are always looking over our shoulder to see who will try to harm us next?

Those are the questions that matters most for those of us doing Community Benefit work. And they lead to the logical next question: “What might it look like if our nation aimed at end results, rather than means?” (For the sake of this discussion, let’s narrow that question to focus on infrastructure.)

In the 1980’s, after helping Afghanistan defeat the Soviets, U.S. troops left the country, as we continued to provide ongoing military aid - again, focusing on the means.

What if instead the U.S. had spent that money to rebuild infrastructure in Afghanistan - build schools and water systems. Yup - a Marshall Plan. What end results would the efforts to build infrastructure have been aimed at? Perhaps the result of a self-sufficient society as we see in post-war Europe and Japan? Is it possible, 20 years later, that people who are not living hand-to-mouth might be less likely to choose violence as their only perceived option for survival?

What if, instead of continuing to feed an illogical war in Iraq, we took all that energy and effort and rebuilt Iraq’s infrastructure - roads and electricity and water systems? What might the results be? Are those results different from the results of simply continuing to fight?

And what if, instead of talking about continuing to keep taxes low here at home, we instead built our own nation’s infrastructure? If our economy is losing jobs, what if we put people to work building what is crumbling here at home. Yes, what if we brought back the WPA?

Aim at end results - strong infrastructure and strong societies in all ways. Stop aiming at the means - low taxes, winning a war (and yes, war is always a means as well. Winning a war is never the desired end result - it is what we hope will happen AFTER we win that is the desired end result).

When we aim at the means, we always mess up. Always. When we aim at end results we all agree on (communities that are healthy, vibrant, safe, humane places to live, both at home and around the world); and we align our means behind those ends with integrity - those are the results we will get.

And so, when it comes to the “issue” of taxes, the question of “ends vs. means” moves the discussion from one of “spending” to one of “investing.”

Spending is about the means; investing is about the end results. Spending is about today; investing is about forever.

Building infrastructure so people can comfortably and peacefully get on with life is an investment in BOTH today AND the future we are creating. Healthcare is infrastructure. Roads and bridges and levees are infrastructure. Sewer systems. Libraries and schools. That infrastructure helps us today and builds towards our future.

And that future we build is the ultimate end result we strive to achieve - as a Community Benefit Sector, and as individuals living on this planet.

Which brings us back to taxes.
And so, here is what I ask of each and every one of you:

Every time someone mentions the bogeyman of “keeping taxes low,” reply with this:

“That phrase is SO twentieth century. In the 21st century, low taxes are known as maintaining low community standards and crumbling infrastructure. The modern term is investing in our communities for now and the future.

When they talk about the bogeyman of “socialized medicine,” tell them that is SO old school. In this new century, we call that kind of talk keeping hard-working people sick and economically devastated. The modern term is investing in our communities, for now and the future.

Imagine the conversation:

“I’m for low taxes.”
“Oh, you’re for lousy roads?”

Discussing short-term means is a waste of time in a world where we hold ourselves accountable for the future we are creating right now.

So in THIS century, let’s focus our political issues on the community and global results we intend to create. Healthy communities, healthy individuals. A peaceful world where we eliminate the day-to-day survival issues of having water to drink, food to eat, electricity and schools and roads - eliminating the primary motivation for otherwise decent people to forsake hope and fall prey to the call of irrational violence.

Tax-and-spend liberal?

Nope. I’m an investor in a strong community, a strong nation, a strong world.

Investor in the present AND the future.

As a participant in the Community Benefit Sector, it is our job to focus those conversations back to those ends - Community Benefit.

Repeat it and share it - we are Investors, not spenders.

And please, for the love of all that is holy, someone raise my taxes. There is much I would like my dollars to buy.

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For a succinct account of how western influence has created current situations throughout the Islamic world, I cannot recommend enough Benazir Bhutto’s final work, Reconciliation: Islam, Democracy, and the West

Curious about the term Community Benefit Sector?

Letter from Palestine #3

I am so pleased to share another letter from Nora Lester Murad. (To read this series from the beginning, please click here.)

Nora lives with her husband and three daughters in Israeli controlled East Jerusalem, in Palestine’s West Bank. In addition to her consulting work to NGOs, Nora has co-founded Dalia Association, a community foundation created and run by people who actually live in Palestine - a rarity in a land dominated by foreign aid (and therefore foreign priorities). Dalia Association’s purpose is to get beyond the politics and just take care of the people.

Nora has blessed us by agreeing to guest blog here, to share what it is like to try to run a Community Benefit Organization* amid the chaos and insanity that is day-to-day life in Palestine. You can find her first post here, and her bio is below her post.

I hope you will continue to welcome Nora and Dalia Association into your hearts.

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Dear Hildy,
Thanks so much for asking about the strategic planning process we did for Dalia Association. I hope your blog readers will have some reflections that will help us in the future.

Our strategic planning process was constrained by our donor, an excellent foundation overall that tries to help applicants access funds by getting involved in shaping the grant proposal.

They suggested that their grants committee would be much more likely to approve our application if we specified that we’d be seeking an international consultant, rather than a local consultant, to facilitate our strategic planning. They said that in their experience, it is worth the expense to get an objective point of view from someone who specializes in community foundations.

Were they helping us to get a grant that we would not otherwise have gotten? Were they passing on valuable information they’ve learned from years of experience around the world? Were they driving our agenda? Or did they not fully comprehend the assets we have right here in our own community? I suspect all these things may have played a role.

The strategic planning retreat itself had some good outcomes. We invited some non-board members to bring new perspectives to our thinking, and this helped deepen our relationships with some key community members who we’ve been trying to involve. We recruited two new board members and two committee members from among those guests.

The board itself came to new clarity and stronger consensus about the need to focus on successful implementation of our three grantmaking pilots over the next 18 months.

And the international consultant became a champion for us, which I think was helped along by the drama we went through when we took a break from our planning to observe a nearby village being completely surrounded by an illegal Israeli settlement. That incident led to us all being detained and questioned by Israeli soldiers for a very tense 20 minutes or so.

But were those achievements worth one-third of our annual budget? The plan itself is unimpressive. It documents what we are planning to do and puts it into a framework that donors and others can relate to.

But is it a plan we can follow? Or is it just a good idea on paper?

As in other third world and regions of conflict, planning in Palestine is very, very difficult. True, the political situation is uncertain, but this is not the challenge. We can pretty realistically predict that the situation on the ground will continue to get worse.

We will continue to have no access to Gaza, nor will Gazans be able to reach us (which is why our Gaza board member did not participate in our strategic planning).

We will continue to be able to enter Jerusalem and Israel only when Palestinian ID holders are granted travel permits by the Israeli military (almost impossible to get). We have had to schedule all our pilots inside the West Bank, as our community organizer has been denied a travel permit.

We will continue to be delayed and frustrated by over 500 mobility barriers (staffed and unstaffed military checkpoints, trenches, concrete blocks, etc.) that divide the West Bank itself into bantustans. The occupation is something completely out of our control, but we can fairly predict how it will affect our operations.

Sadly, all of that is the predictable part of doing our work here.

On the other hand, our financial situation is unpredictable. We’ve planted many, many seeds, but because what we’re doing is so new, and most donors have little or no experience in the Middle East, it is very difficult to predict what we will or won’t get in terms of funding, which means we don’t know if we can hire more staff, expand our projects, or do any of what we have planned to accomplish.

For example, we have one donor who just this month approved our grant request for $25,000/year. We made that request in September 2006 — twenty months ago!

The delays were due to a combination of bureaucracy and indifference and arrogance, with a lot of preconceived notions, misconceptions and stereotypes added in. I say that because after we passed all the administrative hurdles, they shared that they then went through months and months and months of internal discussion about the “risks” of supporting us.

How do you prove that you’re not a terrorist? How do you prove your innocence? How do we prove we are doing real community development work, good work that is sorely needed?

We have another potential donor who is trying to convince us that our grant amounts of $3,000 are too high. They say that local donors who are poor will be discouraged to give if their contribution is so low in relation to grant amounts.

This was such a strange idea to me that I had to think really hard just to understand this feedback.

Then I realized that in the west, individuals make contributions because they want to have an impact. They want to make a noticeable difference.

But here in Palestine, that is not the motivation at all. In both Islam and Christianity, charitable giving is a regular part of the faith, and it is therefore simply proportional to income. In other words, people give money here primarily from either a religious or social obligation. They expect their generosity to be rewarded by God.

And so there is no shame in giving small amounts. Each family is expected to give in relation to their means. People don’t give because they want to affect some particular change through an organization. And if they did, they would give directly to the organization they want to support, NOT to a community foundation that will make the ultimate decision about how the funds are used.

Now we have to decide, are we going to modify our grant request to increase the chances of funding, since the donor has a specific way of looking at grant amounts? Or are we going to stick with what we know about our local environment and people? This time, I think we will stick to our own plan knowing that we may lose the funding.

Being a grant recipient certainly is helping us to get clearer and more committed to the type of grantmaker that WE want to be. Little things like returning emails, giving full attention when you talk to people, saying up front how long decisions will take rather than saying “in the next few weeks” for months and months — these are the behaviors that communicate to grantees that you respect them as agents of social change (not just as “applicants”) and that you are interested in their success in achieving their mission (not just in “completing the funded project”).

Well, I’ve wandered from the topic of strategic planning a bit. In the future, we expect our resources to become more predictable, which will enable better planning. We hope (and plan) to influence the donor community to be more accountable and responsive. We also hope (and plan) to be less dependent on them once we have more resources under our local control. I anticipate that our strategic planning will look at lot different then!

Best regards to all,
Nora

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Until 2004, Nora Lester Murad combined a life of teaching at Bentley College in Massachusetts with a life of consulting to governments, foundations, corporations and community organizations on matters of racism and intercultural understanding.

In 2004, Nora and her husband moved their three daughters halfway around the world, to the Palestinian community of Beit Hanina, in Israeli controlled East Jerusalem. “My husband is Palestinian, and we wanted to be near his family. We wanted the girls to grow up with a deep sense of belonging to both Palestinian and American cultures, with full access to both sides of their heritage and languages.”

Nora is now the volunteer Executive Director of Dalia Association, a new community foundation that mobilizes resources for Palestinian-led social change and sustainable development in the West Bank, including East Jerusalem, Gaza Strip and the Palestinian communities inside Israel.

To get updates on Nora’s life and work,subscribe at the top of this page.

Curious about our use of the term “Community Benefit Organization?”