Visual Meeting Report

Philanthropy and Government Working Together: What Does it Take? The Center on Philanthropy and Public Policy - University of Southern California April 26-27, 2012

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Meeting Start Up

Approximately 30 representatives from philanthropic and non-profit organizations and local, state and national levels of government met at the JW Marriott Downtown Los Angeles to discuss ways to begin working together more effectively. Jack H. Knott (C.Erwin and Ione L. Piper Dean and Professor, Sol Price School of Public Policy, USC) and James Ferris (Director, The Center on Philanthropy and Public Policy, USC) provided opening remarks and encouraged the group to embrace an experimental approach towards discovering what works in partnerships focused on philanthropy.

Facilitator, Robert Mittman, then focused the group on the meeting agenda and launched a roundtable discussion to uncover wisdom about best ways to enhance the reach of philanthropic and government partnerships. A list of participants is included in Appendix A.

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Agenda

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Opening Roundtable

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Discussion 1 – Partnerships: Rules of Engagement

Before sharing dinner together, Jonathan Greenblatt (Director, White House Office of Social Innovation and Civic Participation) and Stephanie Powers (Managing Director, Public-Philanthropic Partnership Initiative, Council on Foundations) shared the perspectives of their organizations. The group then discussed partnership rules of engagement, focusing in on commonly

held misperceptions of government by philanthropy and vice versa.

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Day 2 - Arrival

Convening the next day at the USC Davidson Conference Center, participants engaged in a series of discussions. Fred Ali (President and CEO, The Weinghart Foundation and Chair, Board of Advisors, The Center on Philanthropy and Public Policy) provided opening remarks emphasizing that now is the time for close, effective cooperation between government and philanthropy. Keynote speaker,

Andrew Wolk (Founder and CEO, Root Cause and co-author of “ Government and Social Innovation: Current State and Local Models”) underscored the importance of dialogue in arriving at cooperation.

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Opening and Keynote

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Discussion 2 – Creating, Structuring and Sustaining Offices of Philanthropic Liaison

Karen Aldridge-Eason (Foundation Liaison, Office of the Governor of Michigan), Robert Collier (President and CEO, Council of Michigan Foundations) and Bill Rustem (Director of Strategic Policy, Office of the Governor of Michigan) described lessons learned through their

experience with sustaining an office of philanthropic liaison. The group followed with questions and discussion.

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Discussion 3 – Catalyzing Partnerships at the Local Level

Aileen Adams (Deputy Mayor, L.A. Office of Strategic Partnerships), Jeremy Johnson, (Philanthropic Liaison, City of Newark) and Dace West (Director, Denver Office of Strategic Partnerships) framed the next discussion.

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Lunch Activities

Over lunch, participants had the opportunity to rank ideas from the opening roundtable discussion on ways to enhance the reach of philanthropic and government partnerships. High priority ideas included: sharing best practices, developing shared

metrics, communication and building relationships.

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Dot Voting Results – Priority Initiatives

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Discussion 4 – How Do Federal Agencies Work With Philanthropy?

Ana Marie Argilagos (Deputy Assistant Secretary, Office of Policy and Development, US Department of Housing and Urban Development) and Suzanne Immerman (Director of Strategic Partnerships, US Department of Education) framed the next discussion by sharing their work.

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Summary Discussion and Takeaways

To close, Jayson White (Urban Policy Advisory Group, Ash Center for Democratic Governance and Innovation, Kennedy School of Government, Harvard) and Stephanie Powers provided summary comments before hearing closing reflections from participants.

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Closing

Participants left the meeting energized by new relationships, new insights and the beginnings of new conversations.

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Appendix A

Participant Contact List Aileen Adams Deputy Mayor Los Angeles Office of Strategic Partnerships 200 North Spring Street Room 1613 Los Angeles, CA 90012 (213) 978-6328 aileen.adams@lacity.org

Karen Aldridge-Eason Foundation Liaison Office of the Governor of the State of Michigan P.O. Box 30013 111 South Capitol Ave Lansing, MI 48909 (517) 335-4545 kaldridge-eason@michiganfoundations.org

Fred Ali President & Chief Executive Officer Weingart Foundation 1055 W. 7th Street, Suite 3050 Los Angeles, CA 90017 (213) 688-6300 fali@weingartfnd.org

Ana Marie Argilagos Deputy Chief of Staff for Operations, Programs, & Partnerships US Department of Housing and Urban Development 451 7th Street SW Washington DC, 20410 (202) 402-5421 AnaMarie.Argilagos@hud.gov

Diana Bontá President and CEO The California Wellness Foundation 6320 Canoga Avenue Suite 1700 Woodland Hills, CA 91367 (818) 702-1900 dbonta@tcwf.org

Theresa Benincasa Ph D Coordinator, Grants Research and Training Center Fairfax County Office of Public Private Partnerships 12000 Government Center Parkway, Suite 432 Fairfax, VA 22035 (703) 324-5171 Theresa.Benincasa@fairfaxcounty.gov

Rob Collier President & CEO Council of Michigan Foundations One South Harbor Avenue, Suite 3 Grand Haven, MI 49417 (616) 842-7080 rcollier@michiganfoundations.org

Dana Conroy Advisor to the Mayor Mayor’s Office of New Urban Mechanics One City Hall Square Boston, MA 02201 (617) 635-2338 Dana.Conroy@cityofboston.gov

Maura Dewan Office of Foundation Liaison PO Box 30013 111 South Capitol Avenue Lansing, MI 48909 (517) 241-5882 mdewan@michiganfoundations.org

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Colleen Ebinger CEO & Founder Impact Strategies Group 4135 Pillsbury Ave. S Minneapolis, MN 55409 (612) 849-0939 colleen.ebinger@isgImpact.com

Nicole Esparza Assistant Professor Sol Price School of Public Policy University of Southern California Ralph and Goldy Lewis Hall 201F Los Angeles, CA 90089-0626 (213) 821-4237 neesparz@usc.edu

Cara Esposito Executive Director Leonetti/O'Connell Family Foundation 515 South Figueroa Street Suite 1050 Los Angeles, CA 90071 (213) 622-0066 cesposito@locff.org

Jim Ferris Director The Center on Philanthropy and Public Policy University of Southern California Lewis Hall 210 Los Angeles, CA 90089-0626 (213) 740-0388 jferris@usc.edu

Sarah Gillespie Coordinator, Philanthropic Research and Initiatives Office for International and Philanthropic Innovation (IPI) 451 7th Street SW, Room 8138 Washington DC, 20410 (202) 402-5843 sarah.b.gillespie@hud.gov

Elizabeth Graddy Jeffrey J. Miller Chair in Government Business & The Economy Vice Dean Sol Price School of Public Policy Ralph and Goldy Lewis Hall 312D Los Angeles, CA 90089-0626 (213) 740-0350 graddy@usc.edu

Jonathan Greenblatt Director White House Office of Social Innovation and Civic Participation (202) 456-4393 innovation@who.eop.gov

Suzanne Immerman Director of Strategic Partnerships U.S. Department of Education 400 Maryland Avenue, SW Washington DC, 20202 (202) 260-2283 suzanne.immerman@ed.gov

Jeremy Johnson Philanthropic Liaison City of Newark 920 Broad Street, Room 218 Newark, NJ 07102 (201) 532-1902 jeremyjo@optonline.net

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Jack Knott C. Erwin and Ione L. Piper Dean and Professor USC Price School of Public Policy Lewis Hall, Room 312 Los Angeles, CA 90089-0626 (213) 740-0350 jhknott@usc.edu

Marcus Lam Columbia School of Social Work 1255 Amsterdam Avenue, Room 734 New York, NY 10027 (212) 851-2378 ml3260@columbia.edu

Alana Landey Office of the Assistant Secretary for Planning and Evaluation US Department of Health & Human Services 200 Independence Av, SW Washington DC, 20201 (202) 401-6636 alana.landey@hhs.gov

Stephanie Powers Managing Director, Public-Philanthropic Partnership Initiative Council on Foundations 2121 Crystal Drive, Suite 700 Arlington, VA 22202 (703) 879-0626 stephanie.powers@cof.org

Sushma Raman Southern California Grantmakers 1000 North Alameda Street Suite 230 Los Angeles, CA 90012 (213) 680-8866 x224 sushma@socalgrantmakers.org

Mike Roque Adobe Consulting 2195 Decatur Street, Suite 200 Denver, CO 80211 (720) 838-3613 AdobeConsulting@comcast.net

Bill Rustem Director of Strategic Policy Office of the Governor, Michigan P.O. Box 30013 111 South Capitol Ave Lansing, MI 48909

David Suarez Assistant Professor Sol Price School of Public Policy University of Southern California Ralph and Goldy Lewis Hall 201F Los Angeles, CA 90089-0626 (213) 740-684 dsuarez@price.usc.edu

Dace West Director Denver Office of Strategic Partnerships 201 West Colfax Avenue, Dept. #701 Denver, CO 80202 (720) 913-8852 dace.west@denvergov.org

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Jayson White Project Manager, Urban Policy Advisory Group Ash Center for Democratic Governance and Innovation 79 John F. Kennedy Street, Mailbox 74 Cambridge, MA 02138 (617) 495-0557 jayson_white@hks.harvard.edu

Nicholas Williams NPO Solutions 4370 Tujunga Avenue, Suite 220 Studio City, California 91604 (818)766-8448 nwilliams@nposolutions.org

Andrew Wolk Founder & CEO Root Cause One Canal Park, 3rd Floor Cambridge, MA 02141 (617) 649-1515 awolk@rootcause.org