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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

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.


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.


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.


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.


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

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.
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:

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.


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.


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.
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