Beyond Numbers – Strategic Financial Management for Nonprofits

Nonprofit Financial ModelIt’s not just you: Nonprofit financial management is difficult for several reasons. Even experienced finance industry professionals can struggle to understand the financial structure of a nonprofit whose board they join. Despite this reality, a little information goes a long way for board members trying to understand and engage with nonprofit finances.

This was the main theme of Brent Copen’s financial management presentation for select nonprofit board members. Previously recognized for his outstanding teaching, Brent is also the CFO of Tiburcio Vazquez Health Center in Union City, CA. He has worked with hundreds of nonprofit organizations through the years. He recently led a training as part of our Berkeley Board Fellows program.

Financial Management by Brent Copen

Brent Copen presents to Nonprofit Board Members

Brent’s presentation contained real-world examples, activities, and tools for board members. Here are three brief but important points among many from the presentation. Continue reading

The Family Impact Canvas – a new tool for change makers

In about six weeks, CSSL will formally launch our new Social Impact Collective, a new community of high net worth families seeking insight, tools and connection to make their giving and impact investing more effective. Our inaugural group will gather for our Discovery Weekend in Half Moon Bay at the beautiful Miramar Farms.

In addition to the amazing people who are founding the Collective, we’re fortunate to have a tremendous group of faculty for the weekend to drive learning, reflection and action on social impact. The faculty includes:

  • Laura Tyson, our former Dean, and the Director of the Institute for Business and Social Impact here at Haas
  • Paul Brest, the former President of the Hewlett Foundation and Professor Emeritus at Stanford
  • Kat Taylor, co-CEO of Beneficial State Bank and signer of Warren Buffett’s giving pledge
  • Diane Parnes, Board Officer at SV2 and former ED of the Sobrato Family Foundation
  • Fay Twersky, Director of the Effective Philanthropy Group at the Hewlett Foundation
  • Paula Goldman, Global Director of Impact Investing at the Omidyar Network

And we’re still adding speakers. Continue reading

A new phase and home for “Armed Conflict” research

Dr. Angana Chatterji

Dr. Angana Chatterji

The Armed Conflict Resolution and People’s Rights Project (ACRes) is moving to the Center for Race and Gender at UC Berkeley. The project has been with the Center for Social Sector Leadership (CSSL) at Berkeley-Haas since it was instituted in April 2012. Along with the move, the project will also take on a new name and focus; it will be called the “Political Conflict, Gender and People’s Rights Project.”

The Center for Race and Gender (CRG) is the new home for the project effective January, 2016, with the full and enthusiastic support of CSSL and CRG. The move will further enable the interdisciplinary commitments of the project in the next phase of its work. A pioneering, interdisciplinary research center, CRG houses research initiatives and working groups concerned with race and gender (as well as coloniality and other relations of power), allowing them to develop freely and flourish.

Conflicted DemocraciesThe first and successful phase of ACRes, led by founding co-chairs Professor Angana P. Chatterji and Professor Shashi Buluswar, and director of programs, Mallika Kaur, included project partnerships with civil society organizations in the areas of focus in South Asia, and with the International Human Rights Law Clinic (IHRLC) at Berkeley Law, and both the Institute for the Study of Human Rights (ISHR) and the Center for Human Rights Documentation and Research (CHRDR) at Columbia University. The project produced a collaboratively authored monograph entitled, Conflicted Democracies and Gendered Violence: The Right to Heal, with a statement/preface by Navanethem Pillay, United Nations High Commissioner for Human Rights (2008-2014) and a foreword by Veena Das, Krieger-Eisenhower Professor of Anthropology at Johns Hopkins University. The project co-produced a co-authored a report with IHRLC entitled, Access to Justice for Women: India’s Response to Sexual Violence in Conflict and Social Upheaval [PDF]. The project also initiated an archive on the legacy of conflict.

Continue reading

From Charity to Change: A Dynamic Approach to Building a Better World

By Joe Dougherty

On the first day of December, Mark Zuckerberg and Priscilla Chan celebrated the birth of their daughter, by announcing their intention to direct 99% of their Facebook shares to a new philanthropic venture, the Chan Zuckerberg Initiative, which will seek to “advance human potential and promote equality.” The announcement was met with a fair amount of criticism, mostly centered on the couple’s decision to make the Initiative a (potentially profit-making) corporation rather than a private foundation, like the Bill & Melinda Gates Foundation. Critics like ProPublica’s Jesse Eisenger point out that Zuckerberg and Chan did not donate to charity but rather, “created an investment vehicle” which is subject to fewer legal restrictions than a nonprofit or a foundation and thus leaves Zuckerberg “completely free to do as he wishes with his money,” including investing it in profit-making ventures. This observation is certainly true… and it was certainly a good move for Zuckerberg and Chan, if they truly wish to advance human potential and promote equality.

Here’s why: Charity, traditionally, is how the social sector helps meet a need that government or private companies don’t address – like sheltering the homeless or helping former prisoners find jobs, for example. This type of direct charity is important and, unfortunately, still very necessary. But most foundations – even well-established ones like the Rockefeller and MacArthur Foundations – have long since moved beyond traditional charity to seek lasting social change. Instead of just feeding the homeless or helping former prisoners, they are also addressing the root causes of homelessness and asking why so many people are in prison in the first place. Rather than perpetually filling the gaps left by government and markets, modern philanthropists are exploring whether governments and/or the private sector can permanently close those gaps. This is old news, and most people would agree that it makes more sense to look for sustainable solutions rather than stop-gap measures – in other words, philanthropy should not simply apply band-aids to society’s wounds but rather, help create a healthier society.

Continue reading

Faculty Spotlight – Joe Dougherty

Joe DoughertyJoe Dougherty, Partner and West Coast Leader, Dalberg Global Development Advisors

Berkeley-Haas Lecturer

“Coming to Berkeley, I was delighted (but not surprised) by how smart, inquisitive, and creative the Haas MBA students are.”

Joe Dougherty first began teaching at Haas when fellow lecturer, Shashi Buluswar recommended that he co-teach the ‘Social Enterprises’ section of the Social Sector Solutions course in 2013. “I had taught graduate courses previously at UNC Wilmington and Johns Hopkins, and was delighted to have the chance to work with Haas,” said Joe. “It was a great course. I worked hard, but had a blast!”

This coming Spring, Joe will be teaching his first undergraduate class – Leadership in Nonprofits and Social Enterprises.  Joe hopes that students are able to take away the idea that:

“Managing a nonprofit or a social enterprise is more complicated than managing a traditional for-profit, because you serve two masters: financial performance (a.k.a. sustainability) and impact,” he said. “Also, the people who receive your services and the people who pay for them are often not the same, which introduces further challenges. At the same time, the work can be incredibly rewarding.”

Joe has worked with nonprofits and social enterprises in over 20 countries in addition to organizations in the United States. He is currently a part-owner of a global social enterprise, Dalberg. As Joe has said, “I’ve learned a few things about what seems to work – and what definitely does not work – and I hope to use this experience to help Berkeley students avoid the mistakes of the past and engage with the social sector in a more informed and insightful way.” He plans to use lessons learned from his various experiences outside the classroom to further enrich the course and provide insight to his students.

Conflicted Democracies and Gendered Violence: The Right to Heal

Armed_Conflicts_Side Image

October 27, 2015 (Berkeley, California): Conflicted Democracies and Gendered Violence: The Right to Heal, a research monograph has released at the University of California, Berkeley. This pioneering publication is authored by an interdisciplinary and global collective of experts, and draws on work with women victim-survivors of conflict and mass violence in defining redress.

Gendered and sexualized violence in internal conflict and social upheaval repeatedly mark the reality of several countries that otherwise function as political democracies. Applying the novel conception of the “right to heal,” this publication focuses on the world’s most populous democracy: India. 

The publication carries a statement from Navanethem Pillay, ​United Nations High Commissioner for Human Rights, 2008-2014, and a foreword by Veena Das, ​Krieger-Eisenhower Professor of Anthropology, ​Johns Hopkins University.​ The 432-page monograph is edited by Angana P. Chatterji, Shashi Buluswar, and Mallika Kaur of the Armed Conflict Resolution and People’s Rights Project at UC Berkeley.  The contributors to the monograph are Angana P. Chatterji, Mallika Kaur, Roxanna Altholz, Paola Bacchetta, Rajvinder Singh Bains, Mihir Desai, Laurel E. Fletcher, Parvez Imroz, Jeremy J. Sarkin, and Pei Wu. Continue reading

Colin Boyle: Social Impact Metrics

Photo_ColinBoyle3Though he worked 15 years with the Boston Consulting Group and currently serves as the first ever Deputy Director of UCSF Global Health Sciences, Colin Boyle found inspiration and surprises in teaching Strategic Management for Nonprofit Organizations at Haas: “Teaching the class has been an amazing experience for me. Exhausting too – I feel drained after each class because the Haas students keep me on my toes at all times with their insight and ideas.”

The course, which culminates each year with a series of presentations on business plans meeting a particular social need for new nonprofits, has been integral to CSSL students and the larger population at Haas. Colin sees the passion in his students and hopes the interest and intent bleeds into their plans for the future. Recognizing the various avenues to and opportunities in the social sector (as a Board member of a nonprofit, a volunteer, or a staff leader), Colin enjoys the “high level of intellectual curiosity combined with selflessness [that] is very ‘Haas’” that students bring to the topic. Continue reading

Zach Friedman, Director of Vaccination and Immunization at LIGTT

Photo_ZachFriedmanWhen Zach Friedman was hired on as Director of Vaccination and Immunization at Lawrence Berkeley National Lab’s Institute for Globally Transformative Technologies, his first project was not a small one. He immediately jumped in to developing the “50 Breakthroughs” report. As he described, it the report was “a study that identified high-impact scientific and technological breakthroughs required for global sustainable development.”

“We took a problem-oriented approach,” Zach said, “starting with high level issues like global health and digital inclusion, and unpacked those issues to identify the major underlying drivers and then identify where new breakthroughs were or were not a critical part of the solution.” With the belief that the number of truly transformative technologies is much more than just a handful, the report set about discovering what those were – not just the big, buzzworthy, of-the-moment ideas, but the ones that are game-changing, scalable, and can make a substantial and long-lasting impact in developing countries. Completed in 2014, the full study took over two years to conduct and has since been used by major funding entities like USAID and the Lemelson Foundation to help guide their strategy. Continue reading