1. Incorporating Diversity into Grants Management Speakers: Bryan Glover, Funders for LGBTQ Issues Lori Villarosa, Philanthropic Initiative for Racial Equity Moderator: Genise Singleton, Kresge Foundation

2. Session Goals  Share models and ideas of how to improve data collection and management, especially related to race, gender, and sexual orientation  Have peer to peer conversation about challenges and opportunities  Dialogue about how grants managers can support their institutions in taking first steps

3. Philanthropic Initiative for Racial Equity Intended to increase the amount and effectiveness of resources aimed at combating institutional and structural racism in communities Through capacity building, education, and convening of grantmakers and grantseekers www.racialequity.org villarosa@racialequity.org Follow on Twitter @lvpre

4. Funders for LGBTQ Issues We seek to mobilize philanthropic resources that enhance the well-being of lesbian, gay, bisexual, transgender and queer communities, promote equity and advance racial, economic and gender justice. Celebrating 30 years as the leading voice advocating, educating and organizing within institutional philanthropy for LGBTQ issues. Our Strategies: Thought Leadership Advocacy Facilitation

5. Table Top Questions To Get Started  What critical questions do you have about tracking and evaluating the diversity of your current and potential grantees?  What systems are working and what systems are not for data management?  What role can or do you play in your institution to advance this conversation?

6. State of the Field  Limited Data about Limited Data  Lack of Any Consensus Re. What Should be Collected/Reported  Both Heightened Awareness and Heightened Resistance Post-AB 624  Pockets of Movement and Resources

7. Key Assumptions about Data Management & Diversity Philanthropic strategies often have serious consequences for marginalized communities that can be “hidden.” There is a broad spectrum of comfort with data collection and analysis around race, gender, and sexual orientation within the philanthropy sector. Having more detailed information about where grants are going will help foundations advance different strategies.

8. Getting Started, Going Deeper

9. Data Collection: Limits and Opportunities  Data challenges  Taxonomy challenges  Analysis opportunities

10. Tools & Resources  Practice vs. Policy (Staff and Board)  Importance of Cross-Referencing  Leadership Opportunity  Grantee Feedback/Circular Process

11. Funders for LGBTQ Issues 2010 Annual Tracking Report  318 grantmakers  3,457 grants  $97,189,139  0.2 percent of all U.S. foundation dollars awarded

12. Funders for LGBTQ Issues 2010 Annual Tracking Report

14. 40 Years of LGBTQ Philanthropy 1970 – 2010  799 grantmakers  35,875 grants  $771,026,248  0.12 percent of all U.S. foundation dollars awarded

15. 40 Years of LGBTQ Philanthropy 1970 – 2010

16. Critical Questions  Does our foundation gather specific racial, ethnic, LGBT data about the staff, boards and constituencies of our grantees?  Has our foundation discussed our data gathering on racial/ethnic and or LGBT status to ensure it is consistently applied across all staff?  Do we seek out disaggregated data to better understand issues in our community and possible trends in our grantmaking?  How is the data collected, analyzed and used? How often do we share such assessments with our board? From PRE’s Critical Issues Forum, Vol. 1. See www.racialequity.org for additional questions.www.racialequity.org