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Mission-Aligned Investing: How We Assess Our Progress

April 4, 2022

This report focuses on impact and ESG investing to share how our investment team thinks about the non-financial returns from our portfolio. Impact and ESG investment metrics remain a work in progress across the industry. Over time, Agility and the RBF have adopted an increasingly more comprehensive lens to assess the non-financial outcomes of our mission-aligned investments. The report details the RBF's 2021 transition to a multi-pronged approach to impact and ESG metrics, including:Considering both qualitative and quantitative data, recognizing that impacts can be positive or negative.Using the Global Impact Investing Network (GIIN) IRIS+ catalog of generally accepted impact performance metrics to measure social, environmental, and financial success.Adopting the United Nation's 17 Sustainable Development Goals (SDGs), which many have seen as an industry standard, as a method for categorizing ESG and impact goals.Actively engaging with industry coalitions and efforts to further standardize ESG and impact metrics.Aligning our endowment with our mission extends beyond the investments in the portfolio to other steps we, as investors, can take to influence corporations, fund managers, and other asset owners. The report also details our focus areas for intended impact, areas of growth, and shareholder engagement activities. The RBF developed and implemented revised proxy voting guidelines in 2017 and partners with Agility and Institutional Shareholder Services, Inc., in the implementation and subsequent reporting phases of shareholder engagement and proxy voting. The RBF exercised its proxy votes on a range of issues in 2021, including human rights, workplace and board diversity, sustainability and climate change, and others. The report shows how RBF proxy voting reflects and builds on larger trends in shareholder engagement over the last several years.

Making a Voter Engagement Plan For the 2022 Midterms

March 31, 2022

This powerpoint and the accompanying webinar (available through Nonprofit VOTE's YouTube channel) look at a variety of resources designed to assist your organization in putting together a 2022 voter engagement plan ahead of this year's midterm elections! Additionally, we launched our 2022 Work Plan! Created with a human service organization in mind, this tool will help your organization harness its existing power and further leverage its trust and relationships with potential voters. Please note, that this is a beta version of the tool and that we anticipate room for improvement and future updates.

Local Election Officials Survey (March 2022)

March 10, 2022

As American democracy finds itself under assault from lies about the 2020 presidential race being "stolen", election officials are a prime target in the attempt to undermine future elections. This poll of local election officials around the country shows how damaging the sustained attacks against them and their colleagues have been, putting apolitical election administration and our democratic system in serious danger.

Understanding Narratives and Strategies that Build Black Political Power

February 1, 2022

The New Georgia Project's 2020 Autopsy research was designed to explore and measure the following:Did the power messaging from 2020 resonate with our target audience?What are perceptions of political power in our target audience post-2020 election?Measure awareness, enthusiasm for 2022 midterm elections?What would motivate them to participate in 2020 the way they did in 2022?While the results of this research was both broad and informative, the most salient findings that the New Georgia Project were able to action were:For Black voters in Georgia, POWER is not about winning elections; it's about delivering the resources that they needClick HERE Messaging: Connecting Black voters to the resources they needInformation as Persuasion: Learning about the responsibilities of elected officials is both motivating and mobilizingThe 2020 power message frames continue to be viable

Learning from Digital Democracy Initiative Grantees

January 20, 2022

Democracy Fund's Digital Democracy Initiative (DDI) and its grantees are radically reimagining what it looks like to make platforms accountable to the American public and renew public interest media.To support this work, the team's evaluation and learning partner, ORS Impact, conducted learning conversations with DDI grantees in September and October 2021 to understand:How grantees have responded to the past yearWhat it would take to better center racial equity in DDI's strategy and in grantees' workWhere grantees see opportunities in the current momentThe report summarizes findings about these three topics within and across learning conversations and raises considerations for funders about how to better center racial equity in their grant making, how to better support their grantees, and opportunities ripe for investment. The report encourages funders to reflect on these considerations and how they might be applicable to their strategy.

2020 Post-Mortem Part Two: The American Dream Voter

December 14, 2021

Equis has been conducting a post-mortem of the Latino vote in the 2020 election, specifically geared toward (a) documenting where Trump and the GOP made gains with Latino voters (and where they didn't), and (b) trying to explain that movement.In Part One (published April 1, 2021), we attempted to document the nature and composition of the gains that Donald Trump made with a small subset of Hispanic voters. Here in Part Two, we use new research, and a fresh look at other datasets, to try to address the WHY and the WHAT NOW.What can we understand about the relative importance of various factors in driving the shift? Of the leading theories out in the world, which do the data suggest were especially meaningful? What explains the bigger shifts in South TX and South FL? And what of these dynamics will carry over into current policy debates, or the elections in 2022 and 2024?

Parents 2021: Going Beyond the Headlines

December 8, 2021

Learning Heroes, in partnership with National PTA, National Urban League, UnidosUS, and Univision, released Parents 2021, our annual nationwide research conducted with K-12 parents, teachers, and, for the first time, principals. This timely research examines the commonalities and differences between mindsets of parents, teachers, and school leaders, and looks at their perceptions of family engagement.

Classroom Libraries Project: Teaching with Multicultural Literature

September 30, 2021

These are the slides we modified for our asynchronous learning module. We have also posted a URL to see a recorded version of this module. The content of this module is a variation of the in-person training we conducted with teachers this August.

W.K. Kellogg Foundation U.S.-Based Workforce and Board Composition Report by Race/Ethnicity, Gender and Job Category

August 31, 2021

The W.K. Kellogg Foundation has produced a report to show the composition of United States based workforce by race/ethnicity, gender and job category.

Transforming Funder and Evaluator Relationships for a More Equitable and Effective Field: A Field Conversation - July Webinar

July 15, 2021

The Funder and Evaluator Network (FEAN) partnered with GEO to present a pair of webinars drawing from FEAN's Call to Action Series. The webinars were a culmination of four years of work, as an informal network of nearly 400 FEAN members engaged in dialogue and crowd-sourced solutions for the field. The webinars generated lively discussion in a shared space for funders and evaluators to discuss ways to implement actionable strategies for today's most urgent issues in philanthropic evaluation.The July webinar focused on Strategy and Practice and Evaluators of Color. 

Transforming Funder and Evaluator Relationships for a More Equitable and Effective Field: A Field Conversation - June Webinar

June 17, 2021

The Funder and Evaluator Network (FEAN) partnered with GEO to present a pair of webinars drawing from FEAN's Call to Action Series. The webinars were a culmination of four years of work, as an informal network of nearly 400 FEAN members engaged in dialogue and crowd-sourced solutions for the field. The webinars generated lively discussion in a shared space for funders and evaluators to discuss ways to implement actionable strategies for today's most urgent issues in philanthropic evaluation.The June webinar focused on Knowledge Sharing, Global Transformation and Collaboration and Partnership. 

Out-of-School Time Programs This Summer: Paving the Way for Children to Find Passion, Purpose & Voice - Parent, Teacher & OST Provider Perceptions

May 1, 2021

When it comes to summer—particularly a summer that follows a year of pandemic-induced isolation—parents have three priorities for what they want summer programming to address for their children: their social and emotional health, providing them with physical outdoor activities and helping them discover their passion and purpose.A new, national survey by Arlington, VA-based market research firm Edge Research, in conjunction with Learning Heroes, a nonprofit dedicated to elevating the voice of parents in education, was commissioned by Wallace to explore the unique, differentiated role out-of-school time (OST) programs play in youth development compared with home and school, how parents assess quality in OST programs and the impact of COVID-19 for summer 2021—and beyond.Findings revealed substantial worries among parents about the impact of the COVID-19 pandemic, with many feeling their children are struggling academically, socially and emotionally: 40 percent worried that children were missing out on social connections and friendship; 32 percent about too much screen time; and 26 percent about falling behind academically. Similar concerns were voiced among teachers and OST providers, with teachers most worried about students falling behind academically (39 percent) and OST providers most worried about emotional well-being (26 percent).