Our Region, Our Giving · 2018. 3. 23. · November, 2007 Dear Colleague: Our Region, Our Giving, 15th Anniversary Edition: “Then and Now”reminds us of how far Washington Grantmakersand

w w w . w a s h i n g t o n g r a n t m a k e r s . o r g

15th Anniversary Edition: Then & Now

Our Region, Our Giving

WASHINGTON GRANTMAKERS

Washington Grantmakers is a diverse and dynamic network of grantmakers dedicated to improving the National Capital Region

by identifying common needs and making positive change through sustained action. We represent over 100 member organizations—

large and small, public and private, family and independent, community and corporate grantmaking foundations, as well as

operating foundations and corporate giving programs. Washington Grantmakers promotes more effective, strategic, and efficient

grantmaking. We accomplish this mission through the power of networking, convening, collaboration, information sharing, advocacy,

and professional development. Washington Grantmakers is one of 32 staffed regional associations of grantmakers throughout

the United States, and a member of the Forum of Regional Associations of Grantmakers. For more information, please visit

www.washingtongrantmakers.org or call 202.939.3440.

The National Capital Region is defined as the District of Columbia, Maryland (counties: Calvert, Charles, Frederick, Montgomery, Prince George’s), and northern Virginia (cities and counties: Alexandria, Arlington County, Clarke County, Culpeper County, Fairfax City, Fairfax County, Falls Church,Fauquier County, Fredricksburg, King George County, Loudoun County, Manassas, Manassas Park, Prince William County, Spotsylvania County,Stafford County, Warren County).

We are pleased to partner with The Foundation Center in the development of this report. Established in 1956, and, today,

supported by more than 600 foundations, the Foundation Center is the nation’s leading authority on philanthropy, connecting

nonprofits and grantmakers, and supporting them with tools they can use and information they can trust. The Center maintains

the most comprehensive database on U.S. foundations and their grants—a robust, accessible knowledge bank for the sector.

It also operates research, education, and training programs designed to advance philanthropy at every level. The Center’s

website receives more than 47,000 visits each day, and thousands of people gain access to free resources in its five regional

library/learning centers and its national network of more than 340 Cooperating Collections. For more information, please visit

www.foundationcenter.org or call 212.620.4230.

Data: Unless otherwise indicated, statistical data for this report was provided by the Foundation Center’s New York-based research staff. All giving totals include grants, scholarships, and employee matching gifts. All giving totals exclude set-asides, loans, program-related investments (i.e. loans), and program expenses. Unless otherwise indicated, giving totals are inclusive of all foundation giving (local, regional, national and international). For some operating foundations, program expenses are included.

Comparisons between 1992 and 2005 were calculated using an inflation rate of 38.1 percent.

We are grateful to the Community Foundation for the National Capital Region (The Community Foundation) for sponsoring the

15th anniversary edition of Our Region, Our Giving. The Community Foundation facilitates individual, family, and organizational giving at

all levels to create a permanent source of philanthropic capital to improve the quality of life in the metropolitan Washington region.

For more information, please visit www.thecommunityfoundation.org or call 202.955.5890.

November, 2007

Dear Colleague:

Our Region, Our Giving, 15th Anniversary Edition: “Then and Now” reminds us of how far Washington Grantmakers and philanthropy

in the National Capital Region have come:

from casual brown bag lunches to a professional grantmaker association;

from grantmakers working individually to highly engaged collectives of grantmakers pooling dollars through funding collaboratives, studying

and addressing community needs through issue-based Working Groups, and building their skills in Affinity Groups organized by grantmaker-type

or function;

from complex, individual grant applications to a simple, common form accepted by numerous grantmakers;

from leaders of nonprofits and foundations rarely meeting/engaging/planning outside the context of the grantmaking process, to solid

partnerships; and,

from skittish grantmaking by funders outside the region to multi-year, multi-million dollar investments from national funders.

You should be proud of all you have done to improve grantmaking in this region. The systems are better, the discussion is richer, the

objectives more tangible, and the change visible. You have made a difference and Washington Grantmakers is pleased to have played

a part in that evolution.

This report celebrates our past, but now it is time to write the next chapter. What will philanthropy look like in 2012 when we celebrate 20 years?

How will our giving patterns and strategies have changed? Time will tell. I do know that then, just as up until now, Washington Grantmakers

will strive to be the glue that holds our community together, the vibrant center of the region’s dynamic philanthropic community.

My best,

Tamara Lucas Copeland

President

Washington Regional Association of Grantmakers

Message from the President

2007 marks the 15th anniversary of the founding of the Washington Regional Association of Grantmakers

(Washington Grantmakers). Since 1992, Washington Grantmakers has served as the membership association

for organized philanthropy in the National Capital Region.

15 YEARS: THEN & NOWOur annual giving report generally focuses on change from one year to the next. We analyze the numbers to determine

where growth—in terms of giving, assets, and number of foundations—is occurring. This annual data is a helpful report

card for our region, and it is always gratifying when we can report that our region’s generosity is still on the rise.

But, now and then, it helps to take a longer view. Some changes will not reveal themselves otherwise.

Our 15th anniversary seemed the perfect time to suspend temporarily the year-by-year approach and

to look back even further, to see what the local philanthropic landscape looked like in 1992, the year

Washington Grantmakers was founded, and compare that to 2005.* The differences between these two

snapshots in time are often stark. In certain ways, the change in our region has mirrored national trends—

such as the explosion in the number of foundations—but other trends have been bucked. For example,

we were surprised to learn that the geographic destination of our region’s philanthropic dollars has

shifted since 1992.

We will also hear from local funders about changes they have personally experienced and visit some of their

recent collaborative successes—for the underlying theme of the story of our region’s philanthropy over the

past 15 years cannot be found solely by examining the data. It is something that Washington Grantmakers

is both a product of, and a catalyst for. It is what allows grantmakers to be more than the sum of their parts

and to achieve more for our communities. It is grantmaker collaboration.

*2005 is the most recent year for which The Foundation Center has complete IRS information.

Our Region, Our Giving15th Anniversary Edition: Then & Now

IN THIS REPORT

This report is available on our web site atwww.washingtongrantmakers.org.

THEN: 1992 - A Commitment to Collaboration . . . . . . . . . . . . . . . . . . . 3

Noteworthy Findings . . . . . . . . . . . . . . 4

Philanthropy, Then & Now: An Overview . . . . . . . . . . . . . . . . . . . . . 5

Close Ups. . . . . . . . . . . . . . . . . . . . . . . 10Community Foundations . . . . . . . . 10Independent Foundations . . . . . . . 12Family Foundations . . . . . . . . . . . . . 14Corporate Philanthropy . . . . . . . . . 16

Philanthropy at Work: Where Does theMoney Go? . . . . . . . . . . . . . . . . . . . . . . 18

NOW: Profiles of Collaboration . . . . . 24

Conclusion. . . . . . . . . . . . . . . . . . . . . . 28

Board & Staff . . . . . . . . . . . . . . . . . . . . 29

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1992: A Commitment to Collaboration

Since the 1960s, area funding

executives had held casual brown bag

lunches to discuss local issues and

professional concerns. In the late

1980s and early 1990s, funders began

to show a willingness to collaborate on

a scale larger than this informal group could sustain. Participants who

had come to rely on these get-togethers wondered: If brown-bag

lunches are proving this valuable…what could we achieve with a

more formal level of cooperation?

In the early 1990s, Meyer Foundation President Julie Rogers

rallied her funding colleagues to create the Washington Regional Association of Grantmakers. The organization officially opened

its doors in March of 1992, with Rogers as Board chair.

At the conclusion of this report, we will highlight several current examples of local grantmaker collaboration that are making a

difference in our communities. Many have their roots in the push 15 years ago to unite the National Capital Region’s grantmaker

community under a single umbrella association.

ABOVE: The Washington Regional Association of Grantmakers Board of

Directors at an early gathering - (seated left to right): Betsy Frampton Karel (Glen

Eagles Foundation); Hope Gleicher, Executive Director, Washington Grantmakers;

Julie Rogers (Meyer Foundation), Board Chair; Terri Freeman (Freddie Mac Foundation);

and (standing left to right): Anne Allen (Cafritz Foundation); Lou Durden (IBM); Karen

Menichelli (Benton Foundation); Sperry Lea (Helen Sperry Lea Foundation); Earnest

Skinner, Board vice-chair (Citibank); Margo Lockhart (AT&T); Evelyn Strauch (Barry S. &

Evelyn M. Strauch Foundation). ABOVE RIGHT: Terri Freeman, Julie Rogers, and the

late Hank Strong (Hattie M. Strong Foundation)

Our funding community has come so far since those early days in 1992, when we came together to

launch this important organization. We've grown dramatically in numbers, and, most importantly,

we've formed deep working relationships that improve our work, our ability to partner with outstanding

nonprofits and our impact on the lives of people in our region.

Julie Rogers, President, Eugene & Agnes E. Meyer Foundation; Founding Chair of Washington Regional Association of Grantmakers

“

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as compared to 46 percent in 1992. Giving by

local foundations to organizations in the District of

Columbia and suburban Maryland doubled in real

terms between 1992 and 2005. Giving by local

foundations to organizations in northern Virginia

more than tripled, rising 234 percent between 1992

and 2005.

National foundations giving to this region:

More philanthropic dollars are coming into

the region: $1.5 billion in 2005 compared to

$407 million in 1992—a real increase of 167 percent

(nearly 10 percent greater than the overall national

increase in total giving over the same time period).

Community foundation giving: Between 1992

and 2005, the assets of community foundations

in the region grew from $31.5 million to $412.5

million. Giving by community foundations grew

even faster, soaring to $95.2 million in 2005 from

just $4.3 million in 1992—a fifteen-fold increase

in real terms. This growth can be primarily

attributed to the significant growth reported by

the Community Foundation for the National

Capital Region over this period.

Local foundations investing in the area: More

local philanthropic dollars are now staying within

the region—63 percent of total grants made in 2005

Noteworthy Findings

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In 1992 the Freedom Forum of northern Virginia, then an

independent foundation, topped the list in both assets and

giving totals. In 2005 the Freedom Forum, now an operating

foundation, still had the most assets, but the Community

Foundation for the National Capital Region led the way in

giving with over $90 million, and the Fannie Mae Foundation**

moved to number two, having more than quintupled its giving

from nearly $7 million in 1992 to over $38 million in 2005.

** The Foundation terminated in 2007. Charitable operations continuewithin Fannie Mae’s Office of Community and Charitable Giving.

Giving by the region’s foundations increased by

154 percent between 1992 and 2005.

Giving by the region’s community foundations rose to

$95.2 million in 2005 from just $4.3 million in 1992—

a fifteen-fold increase in real terms.

The National Capital Region shared in the national boom in philanthropy over the last decade-plus, postingtremendous gains in total number of foundations, assets,

and giving. Between 1992 and 2005, our region added 615

new foundations and total giving by local foundations rose

from just over $212 million in 1992 to over $745 million in

2005. This increase was on par with the national average.

In 1992, the top ten foundations in the National Capital

Region accounted for $1.8 billion in assets and $97 million

in total giving; in 2005 the top ten accounted for $4.6 billion

in assets and over $301.5 million in giving.

Philanthropy, then & now: an overview

1992 2005 % Increase* Total Giving - Region $212 $745 154% U.S. $10,200 $36,400 158%

Total Assets - Region $3,493 $11,477 138% U.S. $176,800 $550,500 125%

Number of Foundations - Region 845 1460 73% U.S. 35,765 71,095 99%

SUMMARY STATISTICS FOR NATIONAL CAPITAL REGIONFOUNDATIONS, 1992 AND 2005 (DOLLARS IN MILLIONS)

Source: The Foundation Center, 2007* adjusted for inflation

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Type1 Assets1. The Freedom Forum (VA) IN $698,501,6172. Public Welfare Foundation, Inc. (DC) IN $300,303,0543. The Morris & Gwendolyn Cafritz Foundation (DC) IN $184,496,7294. Carnegie Endowment for International Peace (DC) OP $113,314,2295. The German Marshall Fund of the United States (DC) IN $94,660,9716. The David Lloyd Kreeger Foundation (DC) OP $91,267,5477. Eugene B. Casey Foundation (MD) IN $86,316,5168. RJR Nabisco Foundation (DC) CS $74,710,6669. Eugene & Agnes E. Meyer Foundation (DC) IN $72,882,47710. The J. Willard Marriott Foundation (DC) IN $69,322,896 Total $1,785,776,702

OUR REGION’S LEADERS IN ASSETS, 1992

Source: The Foundation Center, 20071CS = Corporate; IN = Independent; OP = Operating

Type1 Assets1. The Freedom Forum, Inc. (VA) OP $1,071,127,8192. Jack Kent Cooke Foundation (VA) IN $637,795,1723. Public Welfare Foundation, Inc. (DC) IN $473,653,1274. The Sherman Fairchild Foundation, Inc. (MD) IN $470,734,9785. The Morris & Gwendolyn Cafritz Foundation (DC) IN $470,394,2146. The J. Willard & Alice S. Marriott Foundation (DC) IN $463,842,7947. The Community Foundation for the National Capital Region (DC) CM $346,982,1988. The Gottesman Fund (DC) IN $249,367,9889. Wallace Global Fund (DC) IN $226,019,43510. Hillwood Museum & Gardens Foundation (DC) OP $223,828,215 Total $4,633,745,940

OUR REGION’S LEADERS IN ASSETS, 2005

Source: The Foundation Center, 20071CM = Community; IN = Independent; OP = Operating

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Type1 Total Giving1. The Freedom Forum (VA) IN $20,160,9372. Public Welfare Foundation, Inc. (DC) IN $17,562,4003. Mobil Foundation, Inc. (VA) CS $12,490,9634. RJR Nabisco Foundation (DC) CS $8,823,7025. The Morris & Gwendolyn Cafritz Foundation (DC) IN $8,602,6206. The J. Willard Marriott Foundation (DC) IN $7,505,3307. Fannie Mae Foundation (DC) CS $6,799,2938. Martin Marietta Corporation Foundation (MD) CS $6,396,3389. The German Marshall Fund of the United States (DC) IN $4,522,37610. The Arcana Foundation, Inc. (DC) IN $4,307,884 Total $97,171,843

OUR REGION’S LEADERS IN TOTAL GIVING, 1992

Source: The Foundation Center, 20071CS = Corporate; IN = Independent

Type1 Total Giving1. The Community Foundation for the National Capital Region (DC) CM $91,235,3822. Fannie Mae Foundation (DC) CS $38,722,9053. The Freedom Forum, Inc. (VA) OP $28,368,4564. The Ellison Medical Foundation (MD) IN $26,265,1735. Casey Mansion Foundation, Inc. (MD) OP $25,000,6866. Freddie Mac Foundation (VA) CS $22,363,1267. The Sherman Fairchild Foundation, Inc. (MD) IN $20,013,5618. Public Welfare Foundation, Inc. (DC) IN $19,974,4509. Jack Kent Cooke Foundation (VA) IN $15,759,95810. The J. Willard & Alice S. Marriott Foundation (DC) IN $13,881,181 Total $301,584,878

OUR REGION’S LEADERS IN TOTAL GIVING, 2005

Source: The Foundation Center, 20071CS = Corporate; CM = Community; IN = Independent; OP = Operating

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NUMBER OF FOUNDATIONS IN THE U.S. & NATIONAL CAPITAL REGION BY FOUNDATION-TYPE*

1992

Total 35,765

2005

Total 71,095

U.S.

2005

Total 1460

1992

Total 845

National Capital Region

Independent 31,604 (88%)


Independent 678 (80%)


Corporate1,897 (5%)

Community 353 (1%)

Operating 1,911 (5%)

Corporate2,607 (4%)

Community 707 (1%)Operating

4,722 (7%)

Corporate33 (4%)

Community3 (0.4%)

Operating 131 (16%)

Corporate41 (3%)

Community 6 (0.4%)Operating

132 (9%)

Source: The Foundation Center, 2007* percentages rounded

increased only slightly between 1992 and 2005, surrendering

some of their “share” to independent foundations. The number

of community foundations in our region doubled (as the

number of community foundations did nationally) from three

to six, representing the same percentage of the total number

of foundations in the region for both years.

FOUNDATIONS BY FOUNDATION-TYPEAs the total number of foundations in the U.S. grew between

1992 and 2005, the distribution by foundation-type remained

fairly constant. That was not the case in our region, where

independent foundations grew to account for 88 percent

of all foundations in 2005, up from 80 percent in 1992. The

number of corporate foundations and operating foundations

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GIVING BY FOUNDATION TYPEDespite their increase in numbers, independent foundations

now account for two-thirds of the region’s giving, down from

72 percent in 1992. Community foundations now account

for 12.8 percent of all foundation giving, compared to just

two percent in 1992. Despite increasing the amount of their

giving, the region’s corporate foundations also represented

a smaller share of giving in 2005—12 percent, compared to

24 percent in 1992. Operating foundations accounted for

nine percent of total giving in 2005, up from two percent

in 1992.

COMMUNITY FOUNDATION ASSETS & GIVING SURGEBetween 1992 and 2005, community foundation assets in

the National Capital Region grew from $31.5 million in 1992

to $412.5 million in 2005—an increase of nearly 850 percent,

after adjusting for inflation. Giving by community foundations

grew even faster, soaring to $95.2 million in 2005 from just

$4.3 million in 1992—an increase of over 1500 percent in

real terms.

This growth in assets and giving does not reflect a national

trend. Although community foundation giving as a share of

total giving did increase nationally, the growth of community

foundation giving in the region far outpaced the national

average, rising from 2 percent of total giving in 1992 to 12

percent in 2005. If the National Capital Region were a state,

our community foundation ranking as compared to other

states would have risen from 34th to 27th in assets, and from

23rd to 10th in giving.

1992 2005 # Assets Giving # Assets GivingIndependent 678 $2,885 $153 1281 $8,742 $494Corporate 33 $191 $51 41 $493 $90Community 3 $32 $4 6 $413 $95Operating 131 $386 $4 132 $1,829 $67Total 845 $3,493 $212 1460 $11,477 $745

REGIONAL FOUNDATION GROWTH, BY FOUNDATION-TYPE: NUMBER, ASSETS & GIVING

Source: The Foundation Center, 2007 (dollars in millions)

National Capital Region 1992 2005Number 29th 28th

Assets 34th 27th

Giving 23rd 10th

RANKING OUR REGION’S COMMUNITYFOUNDATIONS AMONG THE STATES

* dollar increase adjusted for inflationSource: The Foundation Center, 2007

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A NATIONAL LEADERThis growth can be primarily attributed to the significant

growth reported by one foundation: the Community

Foundation for the National Capital Region. Between 1992

and 2005, the Community Foundation’s assets grew by

714 percent and total giving grew 1,455 percent in real

terms. With this dramatic growth, the Community Foundation

has emerged as a leader within the philanthropic sector in

our region and nationally. The Community Foundation for

the National Capital Region includes three regional affiliate

foundations—Alexandria Community Trust, Montgomery

County Community Foundation, and the Prince George’s

Community Foundation.

COMMUNITY FOUNDATIONSCommunity foundations provide a vehicle by which donors

(individuals, families, organizations and/or corporations)

can establish funds to serve individuals and communities

in a particular geographic area. Also known as grantmaking

public charities, community foundations assist donors with

the development of “donor-advised funds,” which allow

donors to be actively engaged in directing how and where

their resources are applied.

While community foundations represent the smallest

percentage of foundations throughout the U.S. and our

region, their impact and relevance to local communities is

substantial. They provide an array of services to donors who

wish to establish endowed funds without the administrative

or legal costs of starting a foundation. With the resources

and staff to educate donors about community needs,

community foundations keep their donors well-informed,

allowing them the opportunity for strategic grantmaking.

Community foundations often work in collaboration with

other foundations and nonprofit organizations to promote

philanthropy throughout the community.

In 1992 there were three community foundations in the

National Capital Region, with combined assets of over

$31.5 million and total giving of $4.3 million. In 2005 there

were six community foundations with combined assets

of $412.5 million and total giving of over $95 million—

a fifteen-fold increase after accounting for inflation.

Close Up

COMMUNITY FOUNDATION: a foundation that makes

grants for charitable purposes in a specific community or

region. Funds are typically derived from many donors

(individuals, families, companies) and held in an endowment

that is independently administered (donor advised fund).

Community foundations are examples of public charities.

GRANTMAKING PUBLIC CHARITY: a nonprofit, grantmaking

organization that derives its support (including grantmaking

funds) from various members of the public rather than a

single source. Types of grantmaking public charities include

community foundations, local women’s foundations and

other foundations that fundraise or otherwise receive their

grantmaking funds from the public.

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Location Assets1. The Foundation for the National Capital Region DC $30,872,9262. Northern Virginia Community Foundation VA $464,8593. Arlington Community Foundation, Inc. VA $255,054 Total $31,592,830

REGIONAL COMMUNITY FOUNDATIONS BY ASSETS, 1992

Source: The Foundation Center, 2007

Location Assets1. The Community Foundation for the National Capital Region DC $346,982,1982. The Community Foundation of Frederick County, MD, Inc. MD $29,929,8583. Northern Virginia Community Foundation VA $25,060,4254. Arlington Community Foundation VA $7,026,8925. Community Foundation of the Rappahannock River Region, Inc. VA $3,302,3936. Northern Piedmont Community Foundation VA $228,256 Total $412,530,022

REGIONAL COMMUNITY FOUNDATIONS BY ASSETS, 2005


Location Giving1. The Foundation for the National Capital Region DC $4,247,7722. Northern Virginia Community Foundation VA $98,0683. Arlington Community Foundation, Inc. VA $0 Total $4,345,840

REGIONAL COMMUNITY FOUNDATIONS BY GIVING, 1992


Location Giving1. The Community Foundation for the National Capital Region DC $91,235,3822. The Community Foundation of Frederick County, MD, Inc. MD $1,978,8693. Northern Virginia Community Foundation VA $1,027,2344. Arlington Community Foundation VA $673,2205. Community Foundation of the Rappahannock River Region, Inc. VA $164,6306. Northern Piedmont Community Foundation VA $158,752 Total $95,238,087

REGIONAL COMMUNITY FOUNDATIONS BY GIVING, 2005


then & now:

‘Regional Foundations/Regional Funders’ refers to foundations physically located/based in the National Capital Region. ‘Non-regional Foundations/Non-regional Funders’ refers to foundations physically located/based outside of the National Capital Region.

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In 2005, there were 1,282 independent foundations in the

region—88 percent of all foundations. The top ten held just

over $3.1 billion in assets and provided over $110 million

in total giving. The Jack Kent Cooke Foundation held the

most assets of all independent foundations in the region,

while Sherman Fairchild Foundation provided the most

in total giving.

INDEPENDENT FOUNDATIONS Often originating from a specific individual’s bequest,

independent foundations (also known as private foundations,

which include family, corporate, operating, and health

foundations) represent the vast majority of foundations

throughout the United States and 88 percent of foundations

in the region.

In 1992, there were 679 independent foundations in

the National Capital Region—80 percent of all foundations.

The top ten held over $1.6 billion in assets and provided total

giving of over $67 million. The Freedom Forum held the most

assets and provided the greatest amount in total giving.

Close Up

INDEPENDENT FOUNDATION: a nongovernmental, nonprofit

grantmaking organization with funds typically from a single

source. Types of independent foundations include family,

corporate, operating, and health foundations. Also known

as private foundations.

OPERATING FOUNDATION: a private, independent foundation,

the primary purpose of which is to conduct research, social

welfare, or other programs. An operating foundation may

make grants, but support for grantmaking is typically a

smaller percentage of its activities relative to the funds

used for the foundation’s own programs.

PAYOUT REQUIREMENT – In any given year, private/independent foundations are required to pay outat least 5 percent of the average market value of their assets for charitable purposes (this amountincludes grants and related administrative expenses).

Location Assets1. The Freedom Forum VA $698,501,6172. Public Welfare Foundation, Inc. DC $300,303,0543. The Morris & Gwendolyn Cafritz Foundation DC $184,496,7294. The German Marshall Fund of the United States DC $94,660,9715. Eugene B. Casey Foundation MD $86,316,5166. Eugene & Agnes E. Meyer Foundation DC $72,882,4777. The James M. Johnston Trust for Charitable & Educational Purposes DC $62,730,5338. The Philip L. Graham Fund DC $56,527,1709. Clark-Winchcole Foundation MD $49,889,53810. Alexander & Margaret Stewart Trust DC $32,460,276 Total $1,638,768,88111. The Bryant Foundation* VA $29,483,873

TOP 10 NON-FAMILY/NON-CORPORATE INDEPENDENT FOUNDATIONS IN THE NATIONAL CAPITAL REGION BY ASSETS, 1992


Location Assets1. Jack Kent Cooke Foundation VA $637,795,1722. The Sherman Fairchild Foundation, Inc. MD $504,314,7113. Public Welfare Foundation, Inc. DC $473,653,1274. The Morris & Gwendolyn Cafritz Foundation DC $470,394,2145. The Gottesman Fund DC $249,367,9886. Eugene & Agnes E. Meyer Foundation DC $193,092,6987. Eugene B. Casey Foundation MD $192,104,4098. The Claude Moore Charitable Foundation VA $167,080,0989. Clark-Winchcole Foundation MD $110,422,48710. Alexander & Margaret Stewart Trust DC $102,873,337 Total $3,101,098,24111. Philip L. Graham Fund* DC $96,816,282

TOP 10 NON-FAMILY/NON-CORPORATE INDEPENDENT FOUNDATIONS IN THE NATIONAL CAPITAL REGION BY ASSETS, 2005


TOP 10 NON-FAMILY/NON-CORPORATE INDEPENDENT FOUNDATIONS IN THE NATIONAL CAPITAL REGION BY TOTAL GIVING, 1992


Location Total Giving1. The Freedom Forum VA $20,160,9372. Public Welfare Foundation, Inc. DC $17,562,4003. The Morris & Gwendolyn Cafritz Foundation DC $8,602,6204. The German Marshall Fund of the United States DC $4,522,3765. Eugene B. Casey Foundation MD $3,558,7976. The James M. Johnston Trust for Charitable & Educational Purposes DC $3,056,7347. The Philip L. Graham Fund DC $2,686,0008. Clark-Winchcole Foundation MD $2,590,0909. Eugene & Agnes E. Meyer Foundation DC $2,565,15510. The Bryant Foundation VA $1,739,568 Total $67,044,67711. District of Columbia Public Schools Foundation* DC $1,587,825

TOP 10 NON-FAMILY/NON-CORPORATE INDEPENDENT FOUNDATIONS IN THE NATIONAL CAPITAL REGION BY TOTAL GIVING, 2005


Location Total Giving1. The Sherman Fairchild Foundation, Inc. MD $27,065,6992. Public Welfare Foundation, Inc. DC $19,974,4503. Jack Kent Cooke Foundation VA $15,759,9584. The Morris & Gwendolyn Cafritz Foundation DC $11,586,2765. The Gottesman Fund DC $8,594,5906. Eugene & Agnes E. Meyer Foundation DC $7,156,2647. Eugene B. Casey Foundation MD $5,578,4688. Philip L. Graham Fund DC $5,315,6359. Clark-Winchcole Foundation MD $5,043,99110. Alexander & Margaret Stewart Trust DC $4,003,175 Total $110,078,50611. The Claude Moore Charitable Foundation* VA $3,789,080

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* In the first edition of the report, this organization placed 10th because The Morris and Gwendolyn Cafritz Foundation had been miscategorized. With the addition of the Cafritz Foundation to this chart, it places 11th.


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representing 34 percent of all foundations in the area.

The top ten held assets of over $570 million and gave

$39.5 million. The Moriah Fund had the largest assets of

family foundations in the region while the John W. Kluge

Foundation provided the greatest amount in total giving.

By 2005, there were 826 family foundations in the region,

representing 57 percent of the total. The top ten held

assets of over $1.6 billion and gave $99 million—an

inflation-adjusted increase of 82 percent. The J. Willard

and Alice S. Marriott Foundation held the highest in total

asset amounts and the Ellison Medical Foundation

provided the most in total giving.

FAMILY FOUNDATIONSOrganized philanthropy as we know it has its roots in the

philanthropy of families such as the Rockefellers, Carnegies,

and Fords, and family philanthropy remains the backbone

of the philanthropic sector in the United States. Many of the

over 71,000 foundations in the United States are small,

family foundations with few or no paid staff. A subset of

independent foundations, family foundations are an

important source of creativity and innovation, as families

continue to create new foundations and join the sector.

Family foundations play an important role in the National

Capital Region as reflected by their number, assets, and giving.

In 1992, our region was home to 291 family foundations,

The two most remarkable changes in philanthropy have been the absolute dollars and the

donor’s intention to know how they are deployed… I think most givers, both individual

and institutions, are more than ever interested in knowing that their money is having the

maximum impact. To achieve this, it makes sense to work with others to leverage your

resources and share information, and more donors understand that.

Dick Snowdon, Trustee, Hill-Snowdon Foundation

Close Up

“

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Location Assets1. Moriah Fund DC $177,760,8272. Wallace Genetic Foundation, Inc. DC $95,929,1583. The J. Willard Marriott Foundation DC $69,322,8964. Shelby Cullom Davis Foundation MD $47,505,0255. The Arca Foundation DC $41,059,1506. The W. O’Neil Foundation MD $36,301,6557. Merck Family Fund MD $28,508,3848. The McIntosh Foundation DC $28,329,8989. Curtis & Edith Munson Foundation DC $26,165,43310. The Arcana Foundation, Inc. DC $23,610,076 Total $574,492,502

REGIONAL FAMILY FOUNDATIONS BY ASSETS, 1992


Location Assets1. The J. Willard & Alice S. Marriott Foundation DC $488,398,9582. Wallace Global Fund DC $278,977,8763. Moriah Fund DC $163,335,7444. William G. McGowan Charitable Fund DC $143,488,7885. The Shelby Cullom Davis Foundation MD $111,311,0646. Wallace Genetic Foundation, Inc. DC $99,645,8067. The Laszlo N. Tauber Family Foundation MD $94,242,4028. Naomi & Nehemiah Cohen Foundation MD $79,119,4749. Charles E. Smith Family Foundation VA $77,914,18210. Samberg Family Foundation VA $74,791,812 Total $1,611,226,106

REGIONAL FAMILY FOUNDATIONS BY ASSETS, 2005


Location Total Giving1. The John W. Kluge Foundation MD $7,708,2022. Moriah Fund DC $7,638,7003. The J. Willard Marriott Foundation DC $7,505,3304. The Arcana Foundation, Inc. DC $4,307,8845. Charles E. Smith Family Foundation VA $2,923,8336. Wallace Genetic Foundation, Inc. DC $2,680,7227. Shelby Cullom Davis Foundation MD $2,001,8948. Banyan Tree Foundation DC $1,668,0009. The Arca Foundation DC $1,572,62010. The McIntosh Foundation DC $1,459,490 Total $39,466,675

REGIONAL FAMILY FOUNDATIONS BY GIVING, 1992


Location Total Giving1. The Ellison Medical Foundation MD $26,265,1732. The J. Willard & Alice S. Marriott Foundation DC $17,236,3163. Wallace Global Fund DC $10,644,2484. The Wyss Foundation DC $9,249,4065. Moriah Fund DC $8,080,6726. The John W. Kluge Foundation MD $5,799,1907. Mustard Seed Foundation, Inc. VA $5,785,3848. Bauman Family Foundation, Inc. DC $5,604,5009. Charles E. Smith Family Foundation VA $5,578,85010. Wallace Genetic Foundation, Inc. DC $4,708,681 Total $98,952,420

REGIONAL FAMILY FOUNDATIONS BY GIVING, 2005




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increased to 41. Assets of the top ten were up 86 percent in

real terms, to over $458 million, and total giving grew to

$81.7 million—up 26 percent. Freddie Mac Foundation now

topped the list in assets, and Fannie Mae Foundation led

in total giving.

IN-HOUSE CORPORATE GIVING PROGRAMSThe findings in this report regarding corporate philanthropy

focus on corporate foundation data because corporations are

not required to report giving from in-house giving programs

on their tax returns (which are the source of data for the

Foundation Center, our research partner). However, the full

picture of giving in our region would not be complete without

acknowledging the contributions made by these programs,

which are just as active in our philanthropic community, and

many of which are Washington Grantmakers members. Here

are the top ten corporate funders for 2006, as reported by

area corporations to the Washington Business Journal.

CORPORATE PHILANTHROPYCorporate philanthropy plays a key role in supporting

community needs and in the philanthropic sector nationally.

Whether establishing foundations as separate entities or

giving from “in-house,” corporations are increasingly engaged

in the philanthropic mission. Many see it as integral to

meeting their “triple bottom line,” where being a good

corporate citizen and applying corporate resources to address

community needs is a business imperative. In the National

Capital Region, the growth in number, assets, and giving of

corporate foundations reflects this increasing engagement

of corporations in the philanthropic sector.

CORPORATE FOUNDATIONSIn 1992, there were 33 corporate foundations in the National

Capital Region. The top ten had assets of over $178.5 million

and gave over $47.1 million. RJR Nabisco Foundation had the

most assets, and Mobil Foundation provided the most in total

giving. By 2005, the number of corporate foundations had

For a long time we worried that there weren’t

enough slices in the philanthropic pie to feed all the

needs in our community...[but] rising affluence in the region,

along with rising awareness of social responsibility

among individuals and corporations, have contributed

to a bigger pie. And nonprofit organizations have

become more sophisticated in making the case for

why they merit a slice of that pie.

Rayna Aylward, Executive Director, Mitsubishi Electric America Foundation

Close Up

Location Total Giving1. Freddie Mac VA $25.62 million2. Fannie Mae DC $19.25 million3. Citigroup DC $10.3 million4. Verizon Communications NJ $10.13 million5. Chevy Chase Bank MD $7.37 million6. Safeway MD $6.2 million7. Sallie Mae VA $4.45 million8. Clark Enterprises MD $4.2 million9. Capital One Financial VA $4.1 million10. Bank of America DC $3.5 million

IN-HOUSE CORPORATE GIVING

* Data from the 2006 Washington Business Journal Business

Philanthropy Guide, ranked by local giving in 2006.

“

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CORPORATE FOUNDATION: a private, independent foundation

with assets derived primarily from the contributions of a

for-profit business.

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Location Assets1. RJR Nabisco Foundation DC $74,710,6662. The Hitachi Foundation DC $28,180,3323. Fannie Mae Foundation DC $17,551,7884. Bell Atlantic Foundation VA $9,904,2985. The Freddie Mac Foundation VA $9,780,5286. GEICO Philanthropic Foundation DC $9,421,1407. Mitsubishi Electric America Foundation DC $8,416,5248. J. B. & Maurice C. Shapiro Charitable Trust MD $8,393,6459. Mobil Foundation, Inc. VA $7,610,49410. MCI Foundation DC $4,557,714 Total $178,527,129

REGIONAL CORPORATE FOUNDATIONS BY ASSETS, 1992


Location Assets1. Freddie Mac Foundation VA $206,483,8082. Fannie Mae Foundation DC $95,163,8743. GEICO Philanthropic Foundation MD $36,772,3844. The Nasdaq Stock Market Educational Foundation, Inc. MD $34,766,7865. Mitsubishi Electric America Foundation VA $19,667,3536. Fredericksburg Savings Charitable Foundation VA $16,212,8217. Gannett Foundation, Inc. VA $15,822,0678. Agilent Technologies Foundation MD $12,580,9319. Phillips Foundation, Inc. DC $11,205,34910. The Mars Foundation VA $9,398,006 Total $458,073,379

REGIONAL CORPORATE FOUNDATIONS BY ASSETS, 2005


Location Total Giving1. Mobil Foundation, Inc. VA $12,490,9632. RJR Nabisco Foundation DC $8,823,7023. Fannie Mae Foundation DC $6,799,2934. Martin Marietta Corporation Foundation MD $6,396,3385. J. B. & Maurice C. Shapiro Charitable Trust MD $3,515,0006. MCI Foundation DC $2,628,0247. The Freddie Mac Foundation VA $2,438,0998. The Hitachi Foundation DC $1,714,8719. GEICO Philanthropic Foundation DC $1,259,45810. Bell Atlantic Foundation VA $1,109,091 Total $47,174,839

REGIONAL CORPORATE FOUNDATIONS BY GIVING, 1992


Location Total Giving1. Fannie Mae Foundation DC $38,722,9052. Freddie Mac Foundation VA $22,363,1263. Lockheed Martin Corporation Foundation MD $7,052,6054. Gannett Foundation, Inc. VA $3,967,5145. GEICO Philanthropic Foundation MD $3,668,9976. Agilent Technologies Foundation MD $2,300,0677. MCI Education Foundation VA $1,201,7258. Mitsubishi Electric America Foundation VA $840,4209. The Washington Times Foundation, Inc. DC $823,00010. Fredericksburg Savings Charitable Foundation VA $812,500 Total $81,752,859

REGIONAL CORPORATE FOUNDATIONS BY GIVING, 2005




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INVESTING LOCALLYIn 1992, regional foundations made 1,034 grants worth

over $56 million to organizations in the District of Columbia,

suburban Maryland, or northern Virginia. This amounted to

46 percent of total grants made. In 2005, area foundations

made 2,658 grants worth $173 million to area organizations,

which amounted to 63 percent of total grants made.

The change indicates a shift in focus and an increased

interest within the local philanthropic community in

investing within the region.

In 1992, 77 percent of in-region grants from regional

foundations went to local, national, and international

organizations located in the District of Columbia, with

the balance split evenly between organizations located

in northern Virginia and suburban Maryland. In 2005,

organizations in the District of Columbia still received the

greatest percentage of local foundation giving, but its share

had decreased to 72 percent, with shares for Maryland

(13 percent) and Virginia (14 percent) both rising.

More philanthropic dollars are staying in our region.

More dollars are flowing into our region from elsewhere.

Giving by foundations in the region to organizations

in the District of Columbia and suburban Maryland

doubled between 1992 and 2005.

Giving by regional foundations to organizations in

northern Virginia more than tripled, rising 234 percent

in real terms between 1992 and 2005.

Philanthropy at Work: Where Does the Money Go?

1992* 2005**Total Grants 2,249 4,219Total Giving $136,598,237 $314,845,212Grants in Region 1034 (46% of total) 2658 (63% of total)Total Local Dollars $56,581,737 $173,145,271

REGIONAL FOUNDATIONS GIVING IN THE NATIONAL CAPITAL REGION: 1992, 2005

Source: The Foundation Center, 2007 *Figures based on all grants of $10,000 or more awarded by a sample of 29 larger

foundations in the National Capital Region. Excludes giving to cross-border recipients. **Figures based on all grants of $10,000 or more awarded by a sample of 32 larger foundations

in the National Capital Region. Excludes giving to cross-border recipients.

This section of the report is based on the National Capital Region foundations within the Foundation Center’s annual grants samples. Each year, the Foundation Center indexesall grants of $10,000 or more awarded by approximately 1,200 larger U.S. foundations. In 1992, the sample included 29 National Capital Region foundations and, in 2005, 32.

‘Regional Foundations/Regional Funders’ refers to foundations physically located/based in the National Capital Region. ‘Non-regional

Foundations/Non-regional Funders’ refers to foundations physically located/based outside of the National Capital Region.

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DISTRICT OF COLUMBIAIn 1992, sampled local foundations made 739 grants to

local, national, and international organizations located in the

District of Columbia, totaling over $36.7 million. In 2005,

sampled foundations made 1,829 grants to organizations

located in the District of Columbia totaling over $102.1

million—an inflation-adjusted increase of 101 percent.

State Foundation Type No. of Grants Amount 1. The Morris & Gwendolyn Cafritz Foundation DC IN 176 $9,066,2312. Public Welfare Foundation, Inc. DC IN 86 $4,589,900 3. J. B. & Maurice C. Shapiro Charitable Trust MD IN 6 $3,235,0004. Moriah Fund DC IN 24 $3,010,0005. The Philip L. Graham Fund DC IN 69 $1,901,5006. Fannie Mae Foundation DC CS 72 $1,561,5007. Claude R. Lambe Charitable Foundation DC IN 8 $1,450,0008. The German Marshall Fund of the United States DC PC 22 $1,408,094 9. The Freedom Forum International, Inc. VA IN 23 $1,314,243 10. Helen S. Devore Trust DC IN 11 $1,226,306

GIVING BY REGIONAL FOUNDATIONS TO ORGANIZATIONS IN THE DISTRICT OF COLUMBIA, 1992*

Source: The Foundation Center, 2007* Figures based on all gifts of $10,000 or more awarded by a sample of 29 larger foundations in the National Capital Region.

Excludes giving to cross-border recipients. IN = Independent; CS = Corporate; OP = Operating; PC = Public Charity

State Foundation Type No. of Grants Amount1. The Community Foundation DC CM 433 $22,815,639 for the National Capital Region 2. Fannie Mae Foundation DC CS 117 $11,203,2203. The Morris & Gwendolyn Cafritz Foundation DC IN 201 $8,540,5004. Freddie Mac Foundation VA CS 110 $6,356,5475. Moriah Fund DC IN 157 $5,916,1726. The J. Willard & Alice S. Marriott Foundation DC IN 66 $5,874,3857. Eugene & Agnes E. Meyer Foundation DC IN 148 $4,524,6148. The Case Foundation DC IN 23 $3,808,5359. Public Welfare Foundation, Inc. DC IN 64 $3,761,50010. The Philip L. Graham Fund DC IN 77 $3,531,875

GIVING BY REGIONAL FOUNDATIONS TO ORGANIZATIONS IN THE DISTRICT OF COLUMBIA, 2005*

Source: The Foundation Center, 2007* Figures based on all gifts of $10,000 or more awarded by a sample of 32 larger DC area foundations.

Excludes giving to cross-border recipients. IN = Independent; CS = Corporate; CM = Community; OP = Operating.



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NORTHERN VIRGINIAIn 1992, sampled regional foundations made 114 grants

to local, national, and international organizations located in

northern Virginia, totaling over $8.4 million. In 2005, sampled

regional foundations made 339 grants to organizations

located in northern Virginia totaling over $38.7 million—an

inflation-adjusted increase of 234 percent.

Location Foundation Type No. of Grants Amount 1. The Freedom Forum International, Inc. VA IN 14 $4,668,0332. Mobil Foundation, Inc. VA CS 18 $837,0003. The Morris & Gwendolyn Cafritz Foundation DC IN 13 $756,3904. Claude R. Lambe Charitable Foundation DC IN 4 $410,7005. The Philip L. Graham Fund DC IN 15 $292,500 6. Moriah Fund DC IN 2 $235,0007. Public Welfare Foundation, Inc. DC IN 5 $203,2008. Fannie Mae Foundation DC CS 6 $155,0009. Helen S. Devore Trust DC IN 2 $135,00010. The German Marshall Fund of the United States DC PC 6 $128,226

GIVING BY REGIONAL FOUNDATIONS TO ORGANIZATIONS IN NORTHERN VIRGINIA, 1992*


Excludes giving to cross-border recipients. IN = Independent; CS = Corporate; OP = Operating; PC = Public Charity.

Location Foundation Type No. of Grants Amount1. The Freedom Forum, Inc. VA OP 6 $19,074,272. The Community Foundation for the DC CM 118 $7,579,232 National Capital Region3. Freddie Mac Foundation VA CS 55 $3,588,5004. Wallace Genetic Foundation, Inc. DC IN 4 $1,270,0005. The Case Foundation DC IN 8 $958,9376. Eugene & Agnes E. Meyer Foundation DC IN 26 $938,5007. The Philip L. Graham Fund DC IN 19 $678,0008. Eugene B. Casey Foundation MD IN 2 $550,000 9. Clark-Winchcole Foundation MD IN 17 $515,00010. The Wyss Foundation DC IN 2 $465,000

GIVING BY REGIONAL FOUNDATIONS TO ORGANIZATIONS IN NORTHERN VIRGINIA, 2005*


Excludes giving to cross-border recipients. IN = Independent; CS = Corporate; CM = Community; OP = Operating.



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SUBURBAN MARYLANDIn 1992, sampled regional foundations made 109 grants

to local, national, and international organizations located

in suburban Maryland, totaling over $7.8 million. In 2005,

sampled regional foundations made 361 grants to

organizations located in suburban Maryland, totaling over

$22.7 million—an increase of 111 percent in real terms.

Location Foundation Type No. of Grants Amount1. Charles E. Smith Family Foundation VA IN 9 $2,140,0002. The Whitaker Foundation VA IN 1 $2,000,0003. The Morris & Gwendolyn Cafritz Foundation DC IN 23 $836,9004. Public Welfare Foundation, Inc. DC IN 9 $418,0005. The Philip L. Graham Fund DC IN 13 $336,0206. Lockheed Martin Corporation Foundation MD CS 1 $300,0007. Wallace Genetic Foundation, Inc. DC IN 5 $225,0008. Hechinger Foundation MD CS 1 $220,0009. The James M. Johnston Trust for MD IN 11 $202,500 Charitable & Educational Purposes10. The Freedom Forum International, Inc. VA IN 4 $200,000

GIVING BY REGIONAL FOUNDATIONS TO ORGANIZATIONS IN SUBURBAN MARYLAND, 1992*


Excludes giving to cross-border recipients. IN = Independent; CS = Corporate; PC = Public Charity.

Location Foundation Type No. of Grants Amount1. The Community Foundation for the DC CM 126 $5,667,993 National Capital Region 2. Freddie Mac Foundation VA CS 31 $4,522,0003. Eugene B. Casey Foundation MD IN 11 $3,780,000 4. The J. Willard & Alice S. Marriott Foundation DC IN 24 $2,510,0005. William G. McGowan Charitable Fund DC IN 4 $1,250,0006. Eugene & Agnes E. Meyer Foundation DC IN 34 $676,5007. The Philip L. Graham Fund DC IN 20 $607,0008. Clark-Winchcole Foundation MD IN 33 $606,2759. The Morris & Gwendolyn Cafritz Foundation DC IN 21 $477,50010. Lockheed Martin Corporation Foundation MD CS 14 $476,500

GIVING BY REGIONAL FOUNDATIONS TO ORGANIZATIONS IN SUBURBAN MARYLAND, 2005*


Excludes giving to cross-border recipients. IN = Independent; CS = Corporate; CM = Community



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GIVING FROM OUTSIDE THE REGIONOver the same period of time, foundations from around the

country increased their investments in the National Capital

Region. In 1992, 516 foundations from across the U.S.

awarded 4,399 grants to organizations located in the

National Capital Region, representing over $407 million in

grant dollars received. In 2005, 691 foundations from across

the U.S. awarded 7,792 grants to organizations located in the

region – a 34 percent and 77 percent increase, respectively.

These grants represented over $1.5 billion in grant dollars

received, and an increase in real terms of 167 percent.

The Bill & Melinda Gates Foundation was the new giving

leader among non-regional foundations in 2005 with nearly

$172 million in giving in the region.

1992** 2005***Number of Foundations 516 691Grants Made 4,399 7,792Total Grant Dollars $407,292,961 $1,501,204,004

NON-REGIONAL FOUNDATIONS GIVING IN THE NATIONAL CAPITAL REGION: 1992, 2005*

Source: The Foundation Center, 2007 * Figures reflect total foundation giving (including grants made to local, national, and international

organizations in the region). ** Figures based on all grants of $10,000 or more awarded by a sample of 951 larger foundations. *** Figures based on all grants of $10,000 or more

awarded by a sample of 1,122 larger foundations.

‘Regional Foundations/Regional Funders’ refers to foundations physically located/based in theNational Capital Region. ‘Non-regional Foundations/Non-regional Funders’ refers to foundations

physically located/based outside of the National Capital Region.

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Location No. of Grants Amount1. The Ford Foundation NY 198 $45,311,0352. W.K. Kellogg Foundation MI 50 $26,387,7803. Pew Charitable Trusts PA 80 $18,563,0004. Robert Wood Johnson Foundation NJ 56 $18,419,6625. DeWitt Wallace Reader’s Digest Fund NY 16 $16,750,9006. Andrew Mellon Foundation NY 43 $13,816,4007. John D. & Catherine T. MacArthur Foundation IL 100 $13,154,2608. Carnegie Corporation of NY NY 65 $13,118,6909. The Mildred Andrews Fund OH 2 $10,500,00010. The Rockefeller Foundation NY 87 $9,830,961

TOP TEN NON-REGIONAL FOUNDATIONS GIVING TO THE NATIONAL CAPITAL REGION, 1992*

Source: The Foundation Center, 2007* Figures based on all grants of $10,000 or more awarded by a sample of 951 larger foundations

Location No. of Grants Amount 1. Bill & Melinda Gates Foundation WA 77 $171,955,4572. The Ford Foundation NY 237 $111,862,643 3. Gordon & Betty Moore Foundation CA 25 $64,736,715 4. Robert Wood Johnson Foundation NJ 115 $52,239,157 5. Donald W. Reynolds Foundation NV 2 $45,010,000 6. Lily Endowment IN 26 $39,122,510 7. William & Flora Hewlett Foundation CA 84 $32,029,695 8. John D. & Catherine T. MacArthur Foundation IL 71 $31,724,438 9. Annie E. Casey Foundation MD 249 $29,485,608 10. Carnegie Corporation of NY NY 104 $27,991,700

TOP TEN NON-REGIONAL FOUNDATIONS GIVING TO THE NATIONAL CAPITAL REGION, 2005*

Source: The Foundation Center, 2007*Figures based on all grants of $10,000 or more awarded by a sample of 1,122 larger foundations


nowOnce upon a time, making grants in D.C. seemed a

risky proposition to many national funders. But now

groups of local grantmakers are helping national

philanthropies make sense of the city’s landscape.

In 2006, Washington Grantmakers and the D.C.

Children and Youth Investment Trust Corporation

together scored a major victory when the Wallace

Foundation awarded the District a three-year,

$8 million grant for Project My Time, a comprehensive

out-of-school time system for area youth.

“The [Wallace] Foundation told us that one of the

things their board found most impressive was the way that funders in the District work collaboratively,” says Carmen James Lane,

Program Officer, Meyer Foundation and former co-chair of Washington Grantmakers’ Children, Youth, and Families Working Group.

Leveraging funds. The power of the network.

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Attracting national funders

Washington Grantmakers has created a dynamic forum for

foundation staff to learn together and forge collaborative

funding ventures on compelling regional issues.

Julie Rogers, President, Eugene & Agnes E. Meyer Foundation;

Founding Chair of Washington Regional Association of Grantmakers

Project My Time: Providing Positive Choices After School (online at ProjectMyTime.org)

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Pooling Dollars, Making Change

Washington Grantmakers and the Prince

George’s Community Foundation put out the

call: Who wants to maximize the effectiveness

of philanthropy in Prince George’s County,

Maryland? Five standing-room-only sessions.

Funders, nonprofits, government leaders,

community activists. Together at last, they

spoke about opportunities and lessons

learned. Unrealized potential. They agreed

that something had to change.

Launching in early 2008, The Partnership

for Prince George’s County will connect

the people who live, work, learn, and play

in Prince George’s County to each other and to the region. The network will build strategic alliances among County stakeholders,

and the region’s grantmakers will pool their funds to strengthen the County’s nonprofit community.

Funding strategically. The power of the network.

I think as we asked our nonprofit partners to partner with

other nonprofits, we had to look in the mirror and ask the same

questions to ourselves. We had to come out of our silos

and extend trust to each other and co-invest with other funders.

Maxine B. Baker, Board Chair, Washington Grantmakers;

Former President and CEO of the Freddie Mac Foundation

(l-r) Carolynn Mambu (Director of Public Policy, Washington Grantmakers), Karen FitzGerald (Program Officer, The

Meyer Foundation, and Sustainable Communities Working Group Chair), and Desiree Griffin Moore (Executive

Director, Prince George’s Community Foundation), planned and led the 2006 learning series that would become

The Partnership for Prince George’s County.

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Q: How should funders and local governments approach regional health disparities?

A: Together.

Government officials may look at healthcare one way, while funders may look at it another. But both groups are wondering: How can

we make our region healthier? Washington Grantmakers’ Health Working Group members are joining forces with health officers from

the Metropolitan Washington Council of Governments—representing every jurisdiction in the region—to improve health and healthcare

in our communities.

A joint committee of funders and health officers are working to identify gaps in health services, gather and analyze health data, map

where public and private funding is going, and determine how to create coordinated systems of high-quality, patient-centered health

care throughout the region.

Strategic partnerships. The power of the network.

Funding collaboratives are usually composed of foundations, corporations,

and local government agencies. They allow participants to leverage their grant

dollars and to make wise investments in areas where the grantmaker may

have little or no expertise. Our region’s funding collaboratives include:

Collaborative for Education Organizing (The Community Foundation)

Community Development Support Collaborative (Washington Grantmakers)

Creative Communities Initiative (The Community Foundation)

Partnership for Equity (The Community Foundation - a recent merger of the Common

Ground Fund and Washington Area Partnership for Immigrants)

Partnership for Prince George’s County (Prince George’s Community Foundation)

Greater Washington Workforce Development Collaborative

(The Community Foundation)

Washington AIDS Partnership (Washington Grantmakers)

Funding strategically. The power of the network.

Funding Collaboratives FlourishI think the Working Groups are critical

learning opportunities for interested individuals

and foundations. I also think that the last

15 years saw the institutionalization of

Washington Grantmakers as a critical

infrastructure support to the organized

philanthropic community.

Terri Lee Freeman, President;

Community Foundation for the National Capital Region

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Grantmakers as Advocates (“Putting your mouth where your money is”)

See problem, study problem, make grant to help

solve problem. But what if solving the problem

requires changes in public policy?

Washington Grantmakers’ convening groups and

projects—the Washington AIDS Partnership,

the Community Development Support

Collaborative, our issue-based Working

Groups—do more than help grantmakers give

more effectively. They give grantmakers an

advocacy voice, which enables them to work

effectively with elected officials and do more

for their communities. Working with officials

to bring juvenile justice reform to Oak Hill…

Speaking out to end the ban on needle exchange funding in D.C….Developing an affordable housing advocacy strategy…Building

strong nonprofits in Maryland to advocate for change…. Together, we’re getting it done.

A stronger voice. The power of the network.Grantmakers are much more engaged in the public policy process now.

They understand the important role we play as policies that

affect both our grantees and our grantmaking

are developed and implemented.

Rubie Coles, Associate Director,

Moriah Fund; Chair of Washington Grantmakers’ Children, Youth, & Families Working Group

Peter J. Nickels (General Counsel to the Mayor); Tamara Lucas Copeland (President, Washington Grantmakers);

D.C. Mayor Adrian Fenty; Vinny Schiraldi(Director of the Department of Youth Rehabilitation Services);

Rubie Coles (Chair of Washington Grantmakers’ Children, Youth, and Families Working Group).

“

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The region has experienced an increase in philanthropicresources from foundations outside the region, such asthe multi-year support from the Robert Wood JohnsonFoundation for “Healthy Bodies/Healthy Minds” inMontgomery County, or the recent multi-year, multi-million dollar investments for education and youthprograms in the District of Columbia from the Bill &Melinda Gates and Wallace Foundations.

Philanthropy is evolving—evolving in how it invests,collaborates, and defines impact. Funders increasinglysee nonprofit organizations as partners in clarifyingneeds and identifying strategy—not just as groupsrequesting funds. Funders also increasingly see theimportance of working with elected and appointedofficials—a necessary step toward making lasting change.Creativity, innovation, and strategic thinking—theseare the hallmarks of philanthropy in our region today.Washington Grantmakers will continue to observe thetrends, report the changes in our community and sector,and support funders in finding ever more effective ways of doing business.

Giving in the National Capital Region has soaredover the last 15 years to the benefit of communitiesand organizations in all corners of the region. TheDistrict of Columbia, northern Virginia, and suburbanMaryland each saw at least a 100 percent increase in giving from foundations located in the region,between 1992 and 2005.

Area foundations have increased their investment in the region, a shift that was accompanied by a surge ingrantmaker collaboration. As area funders addressedvarious issues and challenges, many found that theywere limited in the impact that they alone could have on any one issue. Funders came to rely on the information sharing, knowledge development,problem solving, camaraderie, and the overalleffectiveness that comes from working in partnershipwith one another—and with other sectors.

This strong spirit of collaboration has not goneunnoticed. National funders have begun to view thisregion as one that effectively combines resources.

In Conclusion

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EX OFFICIO MEMBERS:

Andy Caffey, Law Offices of Andrew Caffey

Alex Carter, Chasdrew Fund

Albert Ruesga, Eugene & Agnes E. Meyer Foundation

Evelyn Strauch, Barry S. & Evelyn M. Strauch Foundation

WASHINGTON GRANTMAKERS’ STAFF:

Tamara Copeland, President

Judy M. Ford, Vice President

Lina Cortas, Chief Operating Officer

Carolynn Mambu, Director of Public Policy

Jodi Fox, Finance & Operations Manager

Nick Geisinger, Communications Manager

Christian Clansky, Program Assistant

Angel Belardinelli, Executive Assistant to the President

J. Channing Wickham, Director, Washington AIDS Partnership

Jennifer Jue, Program Manager, Washington AIDS Partnership

Marty Mellett, Director, Community Development Support Collaborative

Callahan Seltzer, Administrative Assistant,Community Development Support Collaborative

WASHINGTON GRANTMAKERS’ BOARD OF DIRECTORS:

Maxine B. Baker, Chair; former CEO, Freddie Mac Foundation

Rich D’Amato, Vice-chair; Consultant, Case Foundation

Marion Ballard, Treasurer former Trustee, Washington Area Women’s Foundation

Chris Shearer, SecretaryDirector of Grantmaking, National GeographicSociety Education Foundation

Viki Betancourt, World Bank Group

Cheryl Clarke, Freddie Mac Foundation

Patrick Corvington, Annie E. Casey Foundation

Gary Jonas, The Community Foundation for the National Capital Region

Denise Keyes, Fleishman-Hillard

Lydia Miles Logan, US Chamber of Commerce

Mardell Moffett, The Morris & Gwendolyn Cafritz Foundation

Oramenta Newsome, Local Initiatives Support Corporation

Joseph Perpich, Sulzberger Foundation, Inc.

Greg Roberts, DC Children & Youth Investment Trust Corporation

Margaret Siegel, Howard & Geraldine Polinger Family Foundation

Stacey Stewart, Fannie Mae

Board of Directors & Staff

Documents

Our Region, Our Giving · 2018. 3. 23. · November, 2007 Dear Colleague: Our Region, Our Giving, 15th Anniversary Edition: “Then and Now”reminds us of how far Washington Grantmakersand