Rural Philanthropy Initiatives
Big Sky Institute believes that development of local community foundations
(LCFs) is one of the premier strategies for building foundation assets in
Philanthropic Divide states. BSI has developed a growing portfolio of incubation
and consulting services to assist Montana's LCFs in building endowments, expanding
organizational capacities, and hiring professional staff. Future plans include
supporting collaborations and networking among Montana's growing LCF community,
and providing new financial resources and incentives to help build endowments
and capacity.
BSI's projects also focus on creating and building new in-state philanthropic resources, with a special emphasis on serving rural and Native American communities. BSI is spearheading collaborative activities and projects among foundations and other partners to expand philanthropy in Montana, establish new funding programs, and address gaps in the state's nonprofit sector infrastructure.
Current Initiatives:
- Montana Local Community Foundation (LCF) Development
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Development of County-Wide Community Foundations. Using
its core skills in incubating nonprofit start-ups and organizational development,
BSI selectively works with individual LCFs to develop vision, core capacities,
funding and staffing. BSI's intensive approach is geared to helping LCFs
build to sufficient scale so that fundraising and capacity-building can
continue and accelerate.
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Lewis and Clark County Community Foundation (LCCF) has partnered
with BSI over the past 7 years, receiving incubation and consulting services
from BSI in exchange for being BSI's "learning laboratory" for an array
of LCF development projects. In 2007, BSI is assisting LCCF to expand its
staffing, establish an onong internship program and increase its overall
financial and organizational self-reliance.
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- Park County Community Foundation (PCCF) has taken off, following
nearly three years of development and incubation led by BSI. A strong,
talented Board of Directors has raised over half of a three-year "launch"
budget of $350,000.During the Fall of 2007, PCCF hired a full-time, professional Executive Director -- the first local community foundation in Montana to do so. They began their first grantmaking cycle in early 2008. For more information about their grantmaking, please click here.
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Promotion and Assessment. BSI is preparing to publish
a first-ever Montana Directory of Local Community Foundations.
The directory will be distributed to professional wealth advisors to inform
them about LCFs, the Intergenerational Transfer of Wealth, the Montana
Endowment Tax Credit and most importantly engage them to
encourage their clients to leave a legacy to their community by donating
to LCFs.
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BSI is conducting an assessment of Montana LCFs strengths, successes
and challenges, as well as their training and organizational develoment
priorities. The resulting Lessons From the Field will be disseminated
to Montana's LCFs to promote cross-learning among LCFs that are substantially
isolated from each other. Assessment activities will explore interest
among LCFs in having a statewide conference to facilitate networking and
exchange, as well as collaborate on options and actions to address long-term
needs.
- Montana Nonprofit Organizational Effectiveness Grantmaking
Program
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BSI is working with six Montana foundations to address Montana's lack
of grantmaking programs to build nonprofit organizational capacities and
effectiveness. This group is pooling funds and human resources to create
a state-wide organizational effectiveness grantmaking (OEG) program. Development
of the OEG program and its operating procedures is taking place during
2007, and grantmaking will begin in 2008.
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- Philanthropy for Montana's Native American Communities
- BSI has been working with Native American leaders from the Office of Montana
Governor Brian Schweitzer to lay groundwork for a new statewide initiative
for Indian Country. This initiative will increase philanthropy for Indian
Country, and strengthen Indian-led nonprofits that serve both reservation-based
and urban Indian communities. An Organizing Committee is being recruited,
comprised of leaders from Indian Country, the philanthropic community,
the nonprofit infrastructure community and state government. A series
of planning meetings will commence in October of 2007.
- The Montana Philanthropy Initiative
- Recently funded by the Steele-Reese Foundation, this initiative will enable
BSI to expand existing opportunities and create new vehicles for collaborations
with Montana foundations to learn about and address unmet needs for Montana's
nonprofit sector. The central focus is to work in partnership with Montana
foundations to develop philanthropic and nonprofit infrastructure to help
nonprofits build capacity and effectiveness, as well as access more funding.
Key components include:
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- Montana Philanthropy Consortium. The Consortium will
provide a vehicle for outreach, education, networking and peer learning
among foundations interested in a stronger nonprofit sector in Montana.
It will provide a hub of connections for regional and national foundations
interested in linking up with in-state funders that are engaged in capacity
building and infrastructure development.
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- Collaborative Projects. The Initiative will inform funders about existing collaborations (such as the OEG Program), and
will promote participation by additional funding partners. Collaborations
will be sought to pool resources to help LCFs at critical developmental
stages, such as initial start-up, and recruitment of staff.
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- Montana Funders Tour. Inspired by our colleagues in
Alaska who conduct an annual, week-long funders tour for regional and
national foundations, BSI and other Montana colleagues are keenly interested
in creating a similar tour for Montana. Preliminary groudwork will be
laid in 2007 to inform and engage key constituencies and leaders whose
participation is essential for success.
Future Initiatives:
- Consulting Services for LCF Development. Beginning in
2008, BSI will offer Montana's LCFs an array of options for consulting
services to significantly advance their organizational development and
fundraising programs, and, in particular, increase their capacity to attract
and employ professional staff.
- Challenge Grants for LCF Endowment Development. BSI has been conducting exploratory discussions with LCFs across Montana, civic leaders and state legislators to test the waters for introducing legislation to create a permanent endowment to advance Montana's LCFs. The earnings from the proposed permanent trust will be used to provide challenge grants to be matched by gifts to LCF endowments that support grantmaking activities. A full campaign will be launched in 2008.
- Fund for Montana's Communities. BSI will establish the Fund
for Montana's Communities as a permanent funding source to support the research
and development stages for BSI's new infrastructure initiatives. Over time,
BSI will build the fund to sufficient scale to enable BSI to award grants
to other nonprofits to help seed their new initiatives for both philanthropy
and nonprofit sector infrastructure development.