The role of grantmaker The spirit of philanthropy.ppt

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    The Role of Grantmaker

    Associations and SupportOrganisations as Policy Actors;

    the New Zealandexperience

    Robyn Scott

    Philanthropy New Zealand

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    If Liberty and equality

    are to be found in democracy,

    they will be best attained

    When all persons share alike

    in the government

    to the utmost.

    ARISTOTLE

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    The New Zealand

    Environment Democratic environmentMMP

    Government Minority parties can be as important as the

    major parties in determining whether legislationis passed/ policy developed.

    Direct access to decision makers andkey influencers

    Relationships are key Makes a more direct approach possible and

    realistic

    Size of country

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    Why do we engage in the policy

    making process Leadership

    Taking a leadership position on behalf ofmembers

    Communication Buildingawareness and recognition around

    the value of the sector

    Advocacy Lobbying on key issues/ legislation that

    impact on the philanthropic sector and thebroader Community and Voluntary Sector.

    Issues that affect our members either directly or

    indirectly.

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    Philanthropy NZ Mission

    Philanthropy New Zealand will foster,

    inspire and promote the interests of

    the philanthropic and grantmakingsector in NZ through research,education and communication and by

    being a credible, influential andrepresentativevoice.

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    Why?

    Means

    Motive

    Opportunity

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    How do we make Decisions aboutEngaging in the Policy MakingProcess?

    Critical decision making

    ASK and LISTEN

    Know your memberstheir philosophies,

    hopes, ideas and aspirations Send appropriate signalsideas/ opinions

    welcome

    Invest in capacity to gather evidence

    research base to work.

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    As a Grantmaker Support

    Organisation

    Responsibility to:

    Bringintelligent, informedanalysisof the issues to the attention ofmembers.

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    Getting Started in the Policy

    Arena

    1. Learn the Legal Limits andunderstand existing public policyaround an issue.

    Talk to other organisations with aninterest in similar issues.

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    Getting Started in the Policy

    Arena2. Choose an Issue with Merit

    Focus on a public policy issue that

    could: Further members efforts for greater

    community good

    Build on the organisations experience,

    interests and values Flow logically from the strategic goals of the

    organisation.

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    Getting Started in the Policy

    Arena3. Learn everything you can

    about the issue and members

    views on the issue.Conduct research in the issue

    Analyse the risks and benefits ofinfluencing on this issue, based on

    research/evidence. Study the big picture and where other

    organisations sit on the issue.

    Look for efforts relating to the issue thatare particularly ripe for action.

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    Getting Started in the Policy

    Arena5. Develop a Strategy to pursue your Goals

    Choose strategic approaches( eg. Fund

    research, support efforts by other groups,inform the public and other key influencers)Involve key constituents

    Develop relationships and enlist support

    from key partners and others Commit sufficient funding and resources to

    make a difference

    Capitalise on expertise and capabilities ofthose involved.

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    Getting Started in the Policy

    Arena6. Assess and refine Strategies

    Document plans andaccomplishments

    Evaluate progress over time

    Periodically re evaluatestay thecourse or shift/refine approaches

    Celebrate winsbig and small.

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    How Philanthropy NZ hasengaged in Policy Development

    / Policy influence

    Convening and Canvassing Bringing parties together, raising issues, and

    continuing the dialogue. Either formally or informally canvassing

    members for responses and utilising input intoa formal process.

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    Policy development/ Influence

    the NZ experience

    Conduit

    To key decision makers and influencersin government, government agenciesand the wider sector, providing

    information and context.

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    Policy development/ Influencethe NZ experienceCatalyst

    Johns Hopkins Data Collection project/ Study of the NZ Not for ProfitSector

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    Policy development/ Influencethe NZ experience

    Participating

    Being at the table to listen and provideinput. It may be to participate in theformal government processes alreadyin place to deal with a particular issue.

    Charities Commission development.

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    David and Goliath - Building

    scale and scope Champion the benefits of involvement in

    public policy both through individualactions but also by collaborating andcooperating with other organisations in thesector.

    Build strategic relationships with members

    of the sector and communities of interestoutside the sector, such as business.

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    Lessons Learned

    Engage with membersASK ANDLISTENBE PREPARED TO OFFERINTELLIGENT ANALYSIS

    Get involved early and be strategic

    Be prepared to investtime and money

    Identify the key influencers

    Make time

    Balance the needs of all members.

    Build good relationships

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    Lessons Learned

    Build relationships

    Be nonpartisan Be inclusive

    Communicate on issues regularly with

    members Gather robust evidence to inform

    both debate and outcome.

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