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May 2017

Pulliam Trust hones its environmental giving

By Feature, Foundation Giving

By Lynn Sygiel, editor, Charitable Advisors

It’s no secret that Nina Mason Pulliam was passionate about animals and nature. As a community leader, and a newspaper publisher in Arizona and Indiana, she supported those causes, and others, in multiple ways.

Now, nearly 20 years after her death with the establishment of a 50-year-limited legacy Trust that bears her name, those two passions are still championed. What has changed recently are the defined priorities for environmental giving.

When Harriet Ivey, the Trust’s first leader, retired three years ago, Gene D’Adamo was hired to continue its legacy. Ivey had been at the helm as president and CEO during the Trust’s first 15 years, and laid a strong foundation.

“As with any foundation, as it gains experience and community knowledge, its focus narrows,” said D’Adamo. “We could only do what we’re doing now, because of what Harriet had laid. She took an organization from nothing, and established the Trust.”

D’Adamo was charged with determining if the Trust’s giving needed fine-tuning.

While the communities the Trust serves are different — Indianapolis has deeper philanthropic roots, while Phoenix is more transient – the issues they are wrestling with are similar.

With the board’s blessing, D’Adamo and his team, both in Indiana and Arizona, spent two years reviewing its giving areas, talking with grantees and experts and looking at support categories to determine how they might be more impactful. Whatever they did, they wanted it to be scientifically based and its outcomes measureable.

Indiana Program Director David Hillman, who has been with the Trust since 2000, said that environmental grantmaking was one area of concentration.

“We knew it was something that was very unique to us, and it also was very unique in what Mrs. Pulliam’s interests were. I would describe that early dive we did more as a needs assessment than it really was setting priorities,” said Hillman.

Based on research, D’Adamo said the environmental projects have gained traction. It has been a funded area, but has not been as intentional and strategic like it is moving forward.

“We are driven by Mrs. Pulliam’s wishes, so whether or not this was a hot topic like it is now, we would still be doing this because that is what she loved, and she wanted to focus her resources on,” said Hillman.

One project approved by the Pulliam Trustees in 2016 was designed to develop Indiana water governance recommendations that could complement the Indiana Chamber’s 2014 report on the state’s water management.

“We need to pay attention to how we manage our water in Indiana for economic reasons, as well as the needs of our communities. There was a bit of environmental focus in that report, but not a great deal, so the Trustees approved a grant that went to the Conservation Law Center for a report addendum about the environmental impacts, why it’s important and how the environment plays a role,” said Hillman.

“That report came out at the end of last year, and then we have now provided additional funding to the Conservation Law Center to roll this report out, as well as work at the legislative level to see about getting a water management plan for the State of Indiana,” said D’Adamo.

And while the Trust had education programs in its grantee portfolio, it hadn’t intentionally combined its history and roots with its giving. No matter what the field – foster care, childhood literacy, animal welfare or the environment – the consistent grantee message was that they needed help in educating the public.

“They said, ‘Your dollars are great, but you have an ability to speak with a very impartial voice and you can really magnify the messaging,’” said D’Adamo, who was at the Arizona newspaper for 33 years, most recently as vice president of community relations for Republic Media.

“Nina and Gene (Pulliam) used that incredible voice to make their community better and to fight for things in the community,” said D’Adamo.

Newspapers, though, have changed dramatically since the Pulliams were the publishers, and print in particular has struggled. So working with the Indianapolis Star and the Arizona Republic, the Trust formulated a plan to amplify the newspapers’ environmental coverage, and return to the Trust’s roots.

For the next three years, both states’ newspapers will have an environmental team, supported with Trust funds. The grant was awarded earlier this year. Arizona already has a team in place, and Indianapolis is scheduled to begin its effort later this year. Each team includes a reporter, social media person and data analyst.

While providing grants for news coverage has become somewhat of a trend, according to D’Adamo the Trust has a different approach. Most foundations have supported nonprofit journalism, like ProPublica or the Marshall Project, the Trust is somewhat unique in its support for-profit journalism.

In Indiana, Hillman will oversee that effort. The Trust will not influence editorial content, and the team is free to report on topics that haven’t necessarily been a priority of Trust, like climate change or air quality.

“All we know is their reporting focus areas will be land, air and water. That’s pretty general. We won’t see anything in advance. We will read about it in the paper, the same day that everyone else does,” said D’Adamo.

Both newspapers are part of the Gannett chain and the USA Today network, and the hope is that some of the stories will run nationally.

Metrics, like page views, and retweets will be tracked quarterly, but the Trust is most interested in moving people to action. Before the reporting project started, it hired Arizona State University’s Morrison Institute for Public Policy to poll 800 registered voters in Arizona and Indiana to learn about their environmental perceptions and what’s important to them. Each year a similar poll will be conducted to determine if the reporting has moved citizens to do something with the information they have.

Another Trust funded project is related to environmental reporting designed to recognize outstanding efforts with a national journalism award. The Society of Professional Journalists is partnering with the Society for Environmental Journalists to select the winners.

Along with a substantial cash prize, there is an all-expenses paid stipend for the reporter to attend the national conference of Environmental Journalists. The Trust will also sponsor a local reporting award presented by the Hoosier State Press Association, and in Arizona by the Press Club. That winner will receive a similar stipend for the national conference.

While the reporting and educating the public is a priority project, so is water. In Indianapolis that focus is on the White River, and in Arizona, the Verde River. While the needs are different, the concept of water is equally important in both states. Arizona has a water management issue based on drought. In Indianapolis, the focus is on water for future growth, conservation, raising awareness and engagement and accessibility.

The White River project has three goals: make the river cleaner, help people gain access to the watershed, and help people understand and appreciate the waterway’s importance and value, according to Hillman.

The White River provides 60 percent of the drinking water for the area, coming from the White River or from one of its watersheds – Eagle Creek Reservoir or Geist Reservoir.

One of the primary focuses is to maintain that source as useable water, but there is another shift that’s happening in the way people think about the river.

According to Hillman, the White River wasn’t navigable, and the city wasn’t built around the river. There is a real interest in the White River, including from northern suburbs as far north as Muncie.

“In our city we turned our back to the river and we’d just dump our waste there and didn’t really think about it. But people are changing and want their waterways to be an amenity to the city. Now we’re facing toward that waterway and saying, ‘OK, how can we build our community around it, and turn it into something that people can actually go on and recreate with or go on a hike, actually build a community around it,’” said Hillman.

Hillman believes the Trust is doing this at the right time. Early on environmental groups didn’t collaborate as easily, but now they’ve matured, and had some positive experiences working together. One example is the White River Festival, which has included arts organizations.

“The underpinning is certainly water quality. Clean is the first priority, and we realize that, people will save and protect something that they love and appreciate. The first step in a lot of ways is getting them to understand what the river is and then they’re much more likely to go out and advocate for it. Definitely goes hand in hand,” said D’Adamo.

“And what we’ve learned along the way as any funder, you can start off something that sounds great, and the agencies report back to us, “Well, that’s not really going to happen.” Or that leads to this, so we realize this will be a very fluid process. Our nonprofits are definitely our partners in this,” he said.

The overlooked benefits of outsourcing nonprofit accounting

By Sponsor Insight

By Jim Simpson, CPA and director, Financial Technologies & Management

In the nonprofit community, outsourcing typically means long-term delegation of key operation to outside experts. The accompanying expectation is improvement of the quality, strengthening effectiveness, and lowering or controlling costs.

A key difference in the nonprofit sector is not only controlling costs, but becoming a more effective organization. Finance and accounting departments are two essential back-office areas in nonprofit organizations.

With limited resources, a nonprofit can outsource some or all its financial functions, which can help a nonprofit efficiently staff and conduct its financial operations. It also respects the board and executives limited time or expertise to manage the finance functions, and allow more allocation of resources toward mission and program outcomes.

Here are six overlooked, and sometimes unknown, benefits of outsourcing nonprofit accounting.

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No cost employee benefit helps employees avert crisis

By Sponsor Insight

By Jessica Love, associate executive director, Prosperity Indiana

While nonprofits excel at providing work opportunities “that matter,” their employees oftentimes sacrifice salary or additional perks available to those in the private sector.

Most of the time, the intangible rewards of work outweigh the downsides of working for an organization on a tight budget.

But when an unexpected hospital visit or a car repair bill hits, it can often snowball into a full-blown financial crisis. When faced with those expenses and, the lure of fast cash available at a payday loan store may become tempting.

But sadly, this short-term solution often extends far deeper into its users’ pockets than originally promised. Because payday lenders encourage multiple renewals of loans — leading to interest payments frequently many times greater than the original loan amount, the product is generally considered a debt trap. Nearly 76 percent of payday loans are quick re-borrows or renewals.

Payday loan payments consume 36 percent of the typical borrower’s biweekly paycheck. However, the average payday borrower can afford only 5 percent a paycheck, making it difficult to pay the loan off in a standard two-week loan period. In Indiana, the average payday borrower takes out approximately nine loans per year. According to a recent report by the National Consumer Law Center, this recycling of the same debt results in typical payday loan fees in Indiana averaging 382 percent annual percentage rate.

But programs like the Community Loan Center — affordable small dollar loan alternatives — have recently become available.

Seeing the devastating impact of payday lending products, Prosperity Indiana has partnered with Community Loan Center of America to offer a ‘turnkey’ alternative to payday lending. Community Loan Center (CLC) loans are made to employees of participating employers, and borrowers repay through payroll deduction. All funds loaned are provided through a community-based loan fund, offered by a nonprofit acting as a local lender, not the employer.

CLC loans are unsecured and have a one-year term for a maximum $1,000 loan with an 18 percent interest rate and an initial $20 loan fee.

As a result, the CLC employer-based model meets the same short-term lending needs of payday lending without applying the burdensome fees, interest, and repayment period associated with payday loans.

The CLC program also complements other sources of financing by reporting borrower payment history to credit bureaus, which can increase borrowers’ FICO scores. Improved FICO scores help CLC borrowers qualify for other conventional financial products in the future, like credit cards, mortgages and preferred insurance rates.

Highlights and benefits of the program to participating employers include:

  • Attracting and retaining employees
  • Fully automated loan payments
  • Reducing financial stress, resulting in less employee absenteeism
  • Fewer payroll advances
  • Minimizing “presenteeism,” physically present, but distracted employees
  • Zero cost to employer

CLC loans also rarely end in default. Nationwide, the program has originated more than 10,000 loans with a loan loss of less than four percent.

Through Prosperity Indiana members, Brightpoint in Fort Wayne and HomesteadCS in Lafayette, this opportunity is now available in 22 Indiana counties in Northeast and West Central Indiana.

One participating employer in Lafayette is LTHC Homeless Services, a nonprofit that provides housing and supportive services to individuals and families who are experiencing homelessness.

LTHC Executive Director Jennifer Layton said, “As a nonprofit we are always looking for new ways to increase our benefit package to support our staff of 24.  Partnering with the Community Loan Center Program was a great opportunity.  This program allows my staff to overcome emergent needs as they arise and can assist them with building their own credit. It’s a win-win for LTHC Homeless Services and my staff.”

Prosperity Indiana plans to bring the CLC program statewide by expanding the network of lenders, working with local lenders to recruit more employers to the program and assisting local lenders to assemble operating and loan capital to serve new borrowers. It is currently seeking local lenders to bring the program to Central Indiana and other areas of the state.

If your organization is interested in being a lender, which comes with capital requirements, or becoming a participating employer to provide this free benefit, please let us know.

This program is open to any employer: nonprofit, for-profit and governmental entities. Establishing a stronger case for market demand could aid Prosperity Indiana in finding the right local lender to bring this service to your organization and community.


Jessica Love is the associate executive director for Prosperity Indiana and works with the executive director to provide team leadership for staff. She is responsible for developing and managing organizational systems for Prosperity Indiana to ensure effective management and control. She also provides one-on-one technical assistance to Prosperity Indiana members, informed by her media and grants management background. With 15 years experience in the nonprofit sector, Love’s consulting work focuses primarily on resource development and creating processes and tools for effective management and program compliance.

For more information about this program, please contact Prosperity Indiana’s Assets & Opportunity Network Manager Kelsey Clayton.

Ready, set, go: Boys & Girls Clubs help kids look beyond high school

By Feature, Programming

By Lynn Sygiel, editor, Charitable Advisors

For Linda Foster, 16, and Taneiscia Persinger, 15, middle school was a struggle. Both had blase attitudes about school, which were reflected in their grades.

Then about three years ago, they each had a relative who cajoled them to join the Boys & Girls Club in their neighborhoods. That’s when things began to turn around. Now the sophomore and freshman give education a “5” in its importance and both have aspirations to attend college.

“In my family, my mom, my grandma, my aunt, my great grandma, none of them went to college. I want to be the first girl in my family to actually go to college and break that chain,” said Foster, who attends Arsensal New Tech High School.

Persinger believes that education is imperative for everything – to drive, to write to read.

Why did their attitudes toward school change?

Foster credits the after-school and summer programs at Wheeler-Dowe at 30th Street and Keystone Avenue and Persinger the Keenan-Stahl club on Troy Avenue.

“There are a lot of staff members who care about my education and me making it somewhere. They’re all different. They all push you in different ways, and I say the staff member that pushes me the most and keeps it most real with me is Miss Bria Amons because she doesn’t sugarcoat anything,” said Foster.

According to LeeAnn Harris, the director of club operations, education has always been a key program component, but for the past six years, college and career readiness has become a club priority. Working for the clubs since 1989, Harris has seen lots of societal changes including lack of involvement of parents involvement, all part of what spurred a conversation in 2011 to fine tune the clubs’ focus and investment.

“We took a really hard look and gathered all of full- and part-time staff. We asked each staff member to think about “a” child that they saw at the club everyday and asked them to think about that kid growing up at the club through the age of 18, and then aging out of the club.

“What impact do you want to say you had on that young person? What skills do you want them to leave with? What attitudes do you want them to leave with? What do you want them to take away?”

At the first discussion with the clubs’ 130 staff members, three big areas emerged — job readiness/academic success, healthy lifestyles and character and leadership development.

After that meeting, Harris reached out to individual clubs. While she walked away from those conversations confident that if any staff member who overheard kids talking about delinquent activity, they would intervene, she also recognized that 90 percent of club staff watched kids walk daily and chuck their backpacks in the corner. As Harris and club leadership saw it, academic success and job readiness had the most potential for growth.

“It wasn’t our natural responsibility. But because of who we are, because we care about kids, because staff said it’s important to see kids be academically successful, it became our responsibility to do something about it,” said Harris.

Next, Harris started collecting data on club attendees — ISTEP pass-rate data, graduation data and the school-dropout data for the feeder schools for each of the clubs – to identify the need and create a baseline measurement.

In the fall of 2011, each club added a full-time education director. Lilly Endowment helped pay for a two-year project with the Center for After-School Education, providing professional development for full-time and part-time staff. The center’s staff observed club programs and helped staff write action plans to improve programming and recommended regularly sharing learning activities between clubs. Now, every month at staff meetings, the host staff begins by engaging the group in a high-yield learning activity.

It didn’t take long for to realize that one education director for each Boys & Girls club wasn’t enough and in the fall of 2012, the clubs added full-time graduation counselors.

Supporting this effort is a full-time college readiness coordinator who works with young people at all of the clubs getting them on track to college. Since September, Jane Hurdish has served in that role, dividing her time between the five clubs.

Now instead of putting the backpacks in the corner, each club has a daily Power Hour where the emphasis is on homework. Everyone at the club is engaged in learning activities, working on tomorrow’s homework, a long-term school project or investing time in enrichment-learning activities. Clubs involve kids in a Career Launch curriculum to expose them to different careers and the difference between a job and career. Last summer the clubs offered Take-a-Girl-to-Work Day, and this summer the clubs will add boys. One of the topics the clubs asked the volunteer professional to discuss with the kids was benefits.

“We had to break that down for the volunteers and say, ‘We don’t mean explain your 501(c) 3, your 401(k), just tell them you get paid even when you are sick. That will blow their minds.’

“There are few if any people in the lives of most of our club members who get paid sick time or get paid vacation share time. They’re amazed you have a refrigerator where you work, and you can get free soda. You get a lunch break and you get paid while you’re eating lunch. Most of the people in their lives have jobs, and they don’t know that there are other options,” said Harris.

According to Harris, when the college readiness program first started, kids had unrealistic ideas about school. Some thought they were to going to go to UNC and play basketball just because they wanted to. She shared a story about a high school student who didn’t realize she had to pass classes to graduate from high school. She had taken all the classes on the list to get her Core 40 diploma, but didn’t realize until she approached graduation that she wouldn’t be graduating.

“There is no one telling them that information. What we’re trying to do is to create opportunities for our young people to be able to get good jobs that will support them and allow them to live the life that they want for themselves. It’s understanding what the difference between a job and a career and what benefits are.”

Originally, Hurdish wanted formal graduation plans for each student, but realized it needs to be more informal.

“A lot of the focus for College Readiness has been understanding that college doesn’t have to mean a traditional four-year school. I think some of the kids think that’s the expectation, and if that’s not what they’re going to do, then there’s really no place for me in this conversation,” said Hurdish.

To get to those conversations, Hurdish begins with talking about personal and family barriers and then branching off that.

“Before we can talk about the logistics like SATs and GPAs and all that, just having conversations about what are barriers to getting to college. A lot of times the answer is, ‘I don’t know if I’m even going to graduate high school.’ Or ‘there’s no way I’m going to be able to afford it,’” she said.

Teenagers have the opportunity to tour college campuses in the fall and spring. They earn points for volunteering with younger kids, leadership tasks and involvement in college readiness activities. There are also tours of Indiana campuses for younger teens. The overall goal is to give urban students exposure to college life.

Hurdish said that the college tours have had a ripple effect.

“The college tours have become a big thing. The teams are really into it and feel set apart if they go on a trip. And so I think what happens that’s even cooler, is they go back to the club and they talk about it, and we hang up pictures of the trip. It’s part of the conversation starter with other kids,” she said.

Over spring break, club members, their graduation counselors and Hurdish traveled to Ohio to tour two colleges and spent time at a Cincinnati Boys & Girls Club. In advance of the tour, each student had to research a school and develop questions for tour guides. Their questions — What is it like on campus? How many people stay in one dorm? What does your GPA have to be to go? – help them change some of the previous misconceptions and mindsets.

Foster and Persinger were part of the group of 24 that visited Wilberforce University, the first private HBCU, and the University of Cincinnati, which has the first living-learning community on a campus that focuses on first-generation college students.

Both Foster and Persinger were intrigued by Wilberforce.

“Wilberforce caught my eye. I knew right when I stepped on the campus, it was just so small, but there was kids communicating. All the groups came together, so it wasn’t like a rivalry. They were like, ‘How you doing today?’” said Persinger.

It also prompted more questions and reflections.

“How am I going to get there because I’m not going to be able to pay for that? But the B&G Club, that’s my rescue to get to college, because I know that they can help,” said Persinger.

And that includes getting them enrolled for the 21st Century Scholars program, so that they have access to resources. There are regular check-ins to see if teens are completing the requirements.

Persinger is hopeful that there is another resource.

According to Harris, the Boys & Girls Clubs of Indianapolis has the largest endowed scholarship program of any in the country. Started privately, CICF manages 28 funds, the Dr. James R. East Scholarship Programs.

Scholarships are available to any graduating senior going on to a post-secondary institution, which could be vocational, two-year or four-year programs. One requirement is that the applicant must have been a member for at least three years at any age.

In 2013, when Harris began to manage the scholarship, four teens applied. Last year, four years after graduation counselors were in place, 15 applied.

“I think that impact in four years speaks volumes about how important those graduation counselors and college readiness program were. My goal is if we can stay at that higher number and keep kids in school, then we end up utilizing each of those scholarship funds. I would love to have that challenge,” said Harris.

Traveling the world and ending up next door: How fundraisers find donors in all the right places

By Sponsor Insight

By Jennifer Pendleton, vice president Indiana, Aly Sterling Philanthropy

When an organization begins a fundraising effort, it tends to be special events.

We dream up creative new ways to hold auctions, cook-offs, bake sales and golf outings.

While these events bring people in our door – regardless of whether they are interested in our cause or not — we quickly learn the return on investment (ROI) for these events is low.

Each takes a lot of work and doesn’t necessarily yield long-term donors or relationships that lead to sustainable gifts. Many people just come to have fun and play golf with friends, not to get involved or learn more about the organization’s mission.

That’s when we get “it.” Fundraising is all about relationships. And we understand – firsthand – that we need to cultivate the donors with potential for the largest gifts. We know this is where the cost to raise a dollar is the lowest. So we work to screen our major gift prospects, cultivate the relationships and woo them by showing how we can work together to impact the community.

Then we wait and hope they fall in love with our mission and decide to make a sacrificial gift to our organization. The highs and lows of chasing major gifts are thrilling and exhausting, and can make planning for programmatic needs challenging.

World weary and seeing those closest with new eyes

At some point, however, we realize there are people who have been loyally giving to our organization over the years, sitting right under our noses.

Right under our noses!

These people are so close to our mission we’re practically neighbors. We don’t need to convince them we’re trustworthy or that our work matters. These donors next door are also already writing checks and volunteering to help. We don’t even need to convince them to act.

That’s when it dawns on us: perhaps we’re both ready for a deeper, more meaningful relationship…

Mature programs make room for all kinds of friends

Our mission already has a devoted crew of donors and doers. So, why do we ignore them to compete against every other organization in town for the same slate of big donors?

While these “usual suspects” are undeniably important, they only represent part of the picture. Every nonprofit should pursue a diversified spectrum of donors. What does the diversified spectrum look like? Is it one-time donors? Board member introductions?

Sustainable fundraising programs cultivate a range of donors with the aim of building loyalty and providing more and better ways for them to engage.

Getting started

An organization’s databases contain an abundance of next-level donors waiting for the invitation to do more! They have raised their hands, possibly multiple times, to show us they care.

It makes sense we should start by getting to know our middle-donor segment. Are they Gen Xers? Millennials? Baby boomers? Knowing who’s on our list (and how they like to engage) will help inform early decisions about outreach.

As we begin building relationships, we should develop a program to standardize communication with this group moving forward. Note what works and what doesn’t, and ask donors for feedback. Our goal should be to create a simple-to-operate program that offers meaningful engagement for everyone.

Finally, these are our donor-pyramid people. If they see the results and impact in their giving, they could invest a little more (or a lot more) each year. Is there a path for them? If not, create one that provides them with opportunities to deepen their involvement with the organization’s mission.

Now’s the time to take the first step to identify and connect with your donors next door to create deeper relationships that lead to more meaningful engagement and loyal support…


JenPendelton_ASP Jennifer “Jen” Pendleton is a self-described board governance “nerd” who believes sound leadership and strong organizational culture are keys to nonprofit success. She’s also driven to help these leaders identify their nonprofits’ unique qualities and roles in the community, with the goals of making nonprofit magic happen and bringing vibrant visions to life. Before coming to ASP, Jen served as president and CEO of the Community Foundation of Boone County (Indiana).