Choose an equity dimension

Programs that focus on equity can drive positive change by centering equity in the design, structure, messaging and implementation

Foundations
Non-profit

Introduction

Equity work is grounded in an effective program strategy and made stronger by collaboration with partners and community members. 

When a foundation selects programs and initiatives to support, those likely will be more effective when they are highly integrated with the foundation’s mission, intended impacts and overall strategy. Opportunities for impact include:

  • Make strategic choices about whom to fund and how to support grant recipients
  • Build field capacity alongside other funders
  • Ensure dialogue and engagement with community members
  • Consider (non-partisan) advocacy to drive greater equity 

Program and portfolio strategy development

The external work of a foundation includes making strategic choices about which organizations to support and maintaining relationships with the larger community.  

Research from Echoing Green and Bridgespan lays bare the racial disparity in today’s funding environment and argues that population-level impact cannot happen without funding more leaders of color. The report, Racial Equity and Philanthropy: Disparities in Funding for Leaders of Color Leave Impact on the Table, elevates the significance of race when it comes to how philanthropists identify leaders and find solutions. Furthermore, consider this joint PolicyLink-Bridgespan analysis, Moving from Intention to Impact: Funding Racial Equity to Win, which highlights how funders can be a key part of the racial equity ecosystem by supporting what movement leaders say is needed to achieve enduring change.

  • How does our overall program strategy align with our mission, vision and equity goals?
  • Have we incorporated both community input and internal reflections (e.g., town halls, facilitated group discussions, employee resource groups) to choose programs and partners?
  • Will our portfolio of programs realistically meet our population-level impact goals? 
  • How do our programs fit together to serve our mission, including our larger equity goals?
  • Have we identified and taken into account the right information (disaggregated data, field research, community involvement, etc.) to develop our program strategy?

Grantee sourcing, screening and selection

In working with each grantee, consider their current and proposed work through an equity lens. This requires asking 1) questions of your organization’s programmatic approaches, as well as 2) those of your grantees.

  • Does our selection committee include members of the communities we want to serve?
  • Are there implicit or unconscious biases at play in our criteria for grant applications and/or our selection process, and what “bias interrupters” have we engaged? 
    • Learn more about implicit biases here, and explore free online tests here
  • Have we included the perspectives of a range of impacted stakeholders, grantee organizations, or voices in our processes?
  • Does this grantee’s program advance equity? How?
  • Who is being served by the grantee? Are the project’s goals and outcomes clear?
  • Do the grantee’s leaders represent the concerns and visions of the communities the grantee serves?
  • What are the elements of the program itself? Who will be delivering the services?  

Grantee capacity and field building

Supporting specific grantees, and evaluating their programs, can help support successful outcomes for individual organizations. 

Foundations can also advance a field (a set of individuals and organizations working to address a common social issue or problem) by “field building”—activities that drive a field’s progress toward impact at scale. 

  • Are our grantees reaching their desired goals and outcomes? If not, is there any support we can provide?
  • Have we provided funding for targeted capacity building?
  • Are we building the field by convening the right partners, connecting organizations with similar goals, and providing insight?
  • Are we engaging inclusive decision-making to empower those closest to the problem to co-lead and co-create solutions that advance the field?

The Bridgespan Group

 
Field Building for Population-Level Change

Grant and program monitoring & assessment

Programs can take on a life of their own. Intentions for equity can be diluted over time. Regular monitoring and returning to strategic intent is important.

  • Is the program serving the intended audience?
  • Is disaggregated performance data being used to test for program efficacy and equitable outcomes?
  • Are there implicit biases in the program implementation or structure?
  • Do those who deliver the services fully understand the strategy and the equity stance for the work? Are they comfortable interrupting inequities when they observe them? 
  • Is clear and objective data used to measure program results and determine whether to continue funding?
    • How will we ensure this criteria supports grantee’s impact, goals, and mission?

Community engagement

Funders should engage the people they serve by becoming active participants in their communities, and listening to the needs and issues of diverse constituencies. Ideally, representatives of the community should have the opportunity to express a meaningful voice as participants in the organizations designed to serve the community’s interests. Community members can offer expert guidance, technical assistance, and valuable insight and knowledge through firsthand experience, as well as act as facilitators and initiators of community action. These efforts should increase both the funder’s recognition and support of diversity, and the potential for impact.

Consider cultural competency best practices for different communities that may be represented in your workplace:

  • Asian American Pacific Islander communities 
    • Do your AAPI Employees Feel Safe Coming Back to Work?
    • Don’t dismiss their fears
    • Make personal safety a priority
    • Offer bystander intervention training
    • Adressing Anti-AAPI Discrimination in the Workplace
    • Make sure employees’ voices are heard. Employers need to give employees a platform so they feel empowered to speak out whenever an incident occurs
    • Listen intently. Every time employees speak out, the organization’s leadership should hear them. Take their statements seriously and try to understand what they’re feeling
    • Ensure a clear path to resolution. Once leaders understand where employees are coming from, they should act, treating each issue seriously and with respect
  • Black communities
  • Disabled communities
    • Disability inclusion in the workplace
    • Many oversights, like holding a team event in an inaccessible restaurant or relying on people in a meeting to quickly read tiny text off a slide presentation, stem from both a lack of thought or lack of understanding of other people’s potential challenges 
    • Many disabilities aren’t visible, and employees are under no obligation to disclose them to their employer. That creates an unfortunate paradox — those with hidden disabilities have more control over whether or not to divulge them, but are unable to advocate for accommodations unless they do
    • Take the time to look over your copy, website, and marketing materials with a fresh eye. Be on the lookout for language that may exclude people, even if you think the meaning is clear
    • While it can seem nerve-wracking to open up a conversation about accommodations, it’s worth talking about. Many people are afraid to speak up for themselves and may be extremely grateful for the opening
    • Digital Accessibility
    • Use visual and semantic space. Space is an important visual design tool that helps us identify groups of related content and delineate unrelated content. Non-visual users benefit from “space” that is created using semantic markup 
    • Provide the right amount of space between lines of text. For most content work, the interline spacing (line-height) is applied automatically
    • Use clean typography. Avoid changing the typeface from that specified by the website 
    • Avoid using all caps. Readability is reduced with all caps because all words have a uniform rectangular shape, meaning readers can’t identify words by their shape
    • Don’t underline text. Reserve underlining for identifying links
    • Use left-aligned text. A consistent left margin makes reading easier
    • Don’t put two spaces after a period. Period
    • Support text resizing. Check how your content responds to enlarged text. Avoid using narrow columns of content because they will not respond well to scaling
  • Gender
    • What Can I do to promote a culture of pay equity? 
    • Train Supervisors or Managers: Train managers on how to create a culture of pay equity. Train supervisors and managers on how to make valid compensation decisions or recommendations that are based on objective, job-related factors and not on an employee’s gender, race or ethnicity. Training managers promotes job satisfaction and morale among employees generally, and reduces employee turnover
    • Encourage Employee Communication: Encourage employees to communicate with one another regarding compensation without the fear of retaliation. Encourage employees to ask the employer questions about their compensation without any concern of retaliation or an adverse employment action. Similarly, employers should consider encouraging managers and supervisors who are communicating compensation decisions to employees to explain the basis for any compensation changes
    • Improve Workplace Flexibility/Change Subtle Drivers of Discrimination: Offer flexible work arrangements. Train managers to manage a flexible workforce and reorient workplace culture to emphasize results. Offer subsidized child care or back up child care. Review part time or flexible schedule policies to ensure that they reflect equal pay for substantially similar work on a pro-rata basis
    • Offer Paid Parental/Family Leave for both Women and Men: Offer and publicize paid parental/family leave for both women and men and actively encourage both men and women to use it. Smaller employers, who may not have the capacity to provide paid parental/family leave, should consider accommodating employee requests for family leave when feasible
    • Women in the Workplace 2021
    • How Gender Stereotypes Kill a Woman’s Self-Confidence
  • Immigrants and Non-native speakers
  • Latinx communities
    • US Latinos Feel They Can’t Be Themselves at Work
    • Most Latinos in the U.S. do not feel that they can bring their whole selves to the office. The vast majority of Latinos (76%) repress parts of their personas at work. They modify their appearance, body language, and communication style — all components of executive presence (EP), that intangible element that defines leadership material
    • Latinos at Work 
    • Making organizational culture more inclusive means understanding not only the diversity of Latino backgrounds, but also the variability in how Latinos relate to their backgrounds
    • Latinos inherit a complicated history of identity politics. In post-war America, many Latino families sought to assimilate into US culture—and thwart discrimination—by stifling signs of their heritage. Many parents avoided speaking Spanish inside the home, to prevent their children from having an accent outside. By the 1990s, many families favored multiculturalism in lieu of assimilation. Parents taught their children to embrace their “Latino-ness” and assert it with pride, precisely because it distinguished them 
    • The workplace includes Latinos of all generations, some of whom will assert their cultural heritage with pride and others who persist in seeing themselves as Americans first. As Millennials replace Baby Boomers and Gen Xers in the workforce, however, there is undeniably a tendency among Latinos to assert their roots. For this group, authenticity and self-expression are of utmost importance. Meanwhile, Latinos of earlier generations may find themselves under pressure to acknowledge and celebrate a cultural heritage they disavowed or never knew growing up
    • Advancing Latinas in the Workplace
  • LGBTQ+ communities
    • LGBT Inclusion, programs and policies
    • There are two main barriers to transgender inclusion in the workplace: 
      • 1) policies that do not cover transgender health needs 
      • 2) a lack of awareness and education on what it means to be transgender and to transition at work 
    • By tackling these two issues, organizations can minimize misunderstandings and tension that often arise between transgender employees and coworkers 
    • As of 2007, 25 percent of Fortune 500 companies protect their transgender employees by including gender identity in their non-discrimination policies, up from only 1 percent in 2000 
    • Employers can also support transgender employees by covering health costs related to gender transition
    • Inclusive health policies traditionally cover leave benefits for medical appointments and procedures, hormone replacement therapy, mental health counseling, sex-reassignment surgery, and other medical expenses
    • Creating LGBTQ inclusive workplace policies
    • Businesses should include sexual orientation, gender identity and gender expression in their anti-harassment policies and harassment-prevention training. Proactive steps include:
    • Modernizing harassment-prevention training with realistic and representative scenarios, including those reflecting LGBTQ issues
    • Developing gender-transition resources for employees
    • Creating inclusive policies reflecting current nomenclature
    • Including LGBTQ demographics in diversity and inclusion data
    • Asking senior leaders to sponsor and support LGBTQ organizations
    • Ensuring workplace inclusion for LGBTQ employees
    • An employee should be permitted to use the restroom consistent with the individual’s gender identity. To require an employee to use a restroom that differs from the employee’s identified gender, or to restrict a transgender employee (and not others) to using only a single-user restroom may be considered discriminatory treatment. Employers may want to create single-user restrooms for all employees or offer gender-neutral restrooms to be used by anyone
    • Information about the organization’s policies and guidelines for LGBTQ-inclusive behavior and practices should be widely accessible for employees, supervisors and managers
    • What is deadnaming?
    • Deadnaming occurs when someone, intentionally or not, refers to a person who’s transgender by the name they used before they transitioned. You may also hear it described as referring to someone by their “birth name” or their “given name”
    • When you refer to a person who is transgender by their non-affirmed name, it can feel invalidating. It can cause them to feel like you don’t respect their identity, you don’t support their transition, or that you don’t wish to put forth the effort to make this necessary change
    • Completing a legal name change can help people who are transgender avoid everyday deadnaming when presenting their IDs, whether it’s at the hospital, at school, or at your neighborhood bar. However, attaining a legal name change can be time-consuming, expensive, and subject trans people to further discrimination
    • Institutions can develop a process to update their records with a trans person’s affirmed name without requiring a legal name change. This process should update records seamlessly across all of the institution’s databases to prevent confusion and potential deadnaming
    • If a legal name is required for forms or paperwork, create a separate space for people to put the name that they use in their everyday lives
    • Hire a trans-led organization to provide sensitivity trainings to staff and personnel
  • Muslim communities
  • Native American communities
    • A Guide to Recruiting Native American Employees
    • Native Americans are diverse and have different backgrounds, traditions, experiences, and viewpoints. There is no single Native culture, experience, or description. Each tribe/nation has its own culture and history, and individuals relate differently to their communities and cultures and hold different viewpoints
    • While Native Americans share many experiences and issues with other underrepresented or marginalized communities, make sure Native American experiences and perspectives are understood from their points of view
    • It’s always best to refer to a person’s specific tribal affiliation(s) rather than a more general term
    • Ways to support and hire more indigenous workers
    • Recognize cultural differences
    • Recruit at tribal colleges and vocational schools
    • Consider dropping the degree requirement
    • Attend Indigenous hiring events and national conferences
    • Create your own pipeline
    • Creating an inclusive workforce for Native Americans
    • Indian Preference – It is not a violation of the equal employment opportunity clause if a federal contractor maintains a publicly announced Indian employment preference if it is working on or near an Indian reservation 
    • Collaborate with Tribal Employment Rights Organizations
    • Coordinate with Tribal Vocational Rehabilitation Agencies
    • Network with Tribal Colleges and Universities 
    • American Indian Leadership
    • Several independent foundations have made significant efforts to either support or create initiatives to strengthen Native leadership
    • Nonprofit organizations serve an integral role in perpetuating traditional forms of American Indian leadership, whether it is related to community service projects and/or providing capacity building training to grassroots tribal leaders
    • Collaborate with Native communities and organizations on creating a long-term vision of the initiative, focusing on community investment and participation. Obtain commitment from the tribe(s) and/or partnering organization(s) to ensure successful long-term program outcomes 
    • Be willing to develop long-term relationships that will take time to build in American Indian communities. Work in tandem with program partners to strengthen trust and belief in the vision of the program
    • Provide seed grants to tribes and/or organizations before a program begins, in order for participating representatives to conduct necessary assessments of the targeted program participants/communities
    • Recruiting retaining and supporting the advancement of indigenous people
  • Rural communities
  • How well do you know the different facets of your community and its leaders and how well do they know your mission and program staff?
  • How can your staff and trustees develop and maintain a range of contacts to inform you about the communities in which you are making grants?
  • Based on the priorities of your organization’s mission and values, are there activities besides grantmaking that could inform you about a community and its needs and assets?
    • Consider gathering disaggregated data to learn more about the communities where you work
  • How can your organization play the role of convener and broker of community relationships and resources?

Marketing & communications

To achieve its mission and goals, foundations should utilize equitable marketing and communications. Focus solutions on systemic obstacles using multicultural and inclusive approaches that support knowledge sharing and engage community members.

  • Are your communications reaching the communities you serve? How might they be more accessible?
  • Is your organization aligned on the way it messages your mission, strategy & equity?
  • Are the perspectives of the community served reflected in the organization’s communications?
  • Do your website and public materials reflect your organization’s approach to equity?
  • Do employees have a good understanding of the key messages, values and priorities when communicating internally and with other stakeholders?

Lead with shared values

  • Starting with broadly shared values can help people “hear” your messages more effectively than dry facts or ideological rhetoric. Encouraging people to think about shared values encourages aspirational, hopeful thinking
    • Sample: “Change only happens when ordinary people get involved and they get engaged, and they come together to demand it. For all our outward differences, we’re all in this together; that we rise or fall as one…. If we’re going to be serious about race going forward, we need to uphold laws against discrimination—in hiring, and in housing, and in education, and in the criminal justice system. But laws alone won’t be enough. Hearts must change.” – Barack Obama, Farewell Address

 

Use values as a bridge

  • Opening conversations with shared values helps to emphasize society’s role in affording a fair chance to everyone. But starting conversations here does not mean avoiding discussions of inequities and injustices faced by people of different races, genders, backgrounds, etc.
    • Sample: “A beautiful thing about this country is its multiracial character. But right now, we’ve got diversity with a lot of segregation and inequity. I want to see a truly inclusive society. ” – Rinku Sen (Race Forward) on NBC News

 

Be solution-oriented and forward-looking

  • After laying the groundwork for how the problem has developed, it’s key to move quickly to solutions. Some people who understand that unequal opportunity exists may also believe that nothing can be done about it, leading to “compassion fatigue” and inaction. Wherever possible, link a description of the problem to a clear, positive solution and action, and point out who is responsible for taking that action
    • Sample: Asian Americans often face particularly steep obstacles to needed health care because of language and cultural barriers, as well as limited insurance coverage. Our Legislature can knock down these barriers by putting policies in place that train health professionals, provide English language-learning programs, and organize community health centers

 

Motivate people to connect and collaborate

  • Rather than viewing social problems through an individual lens, underscore how history, policies, culture, and many other factors beyond individual choices impact actions and opportunities. If the problems are systemic, so are the solutions
  • Maintain narrative confidence to advance new or emerging stories and possibilities
  • Instill and reinforce beliefs to help shift prevailing narratives and misrepresentations

Consider audience and goals

  • Who are you hoping to influence?
    • Narrow your target audience to refine your strategy
  • What do you want them to do?
    • Determine the appropriate action for your audience and strategy. Sometimes you may have direct access to decision-makers and are working to change their minds. Other times you may have access to other people who influence the decision-makers
  • What do you know about their current thinking?
    • Glean information from public opinion research, social media scans, their own words, etc.
  • What do you want to change?
    • Consider the change you would like to enact and concrete steps to advancing those shifts 
  • Whom do they listen to?
    • Identify the media your core audience consumes and the people who are likely to influence their thinking. This may be an opportunity to reach out to allies to serve as spokespeople if they might carry more weight with certain audiences.

Listen to and center the voices of impacted communities

  • When discussing the harm caused to particular groups, make sure their voices are part of the conversation
  • Take cues from community leaders on things like preferred language and strategy
  • Reduce erasure and unpaid labor by giving credit and/or compensation to people who have sparked movements, coined terms, tested and spread language, and so on
  • Be vigilant in ensuring that those who have power share their power, particularly those whose voices have been marginalized and those who experience multiple barriers 
    • Example: In 2017, the W. Clement & Jessie V. Stone Foundation, an education-focused family foundation located in Chicago, Illinois, changed the format and focus of the annual grantee meeting sponsored by the foundation. While some of the changes were seemingly small, such as merging grantees from all the foundation’s grantmaking portfolios into one meeting instead holding of separate topical meetings, cumulatively the changes were aimed at deepening the relationship between the Stone Foundation and the organizations it funds and bringing racial equity to the forefront of the work. Read the full case here.

Prioritize multilingual, multi-channel messaging

  • Make sure your message reaches your intended audience
  • Strive to present your communications in the languages, formats and framings that are most accessible and impactful for all segments of your target audience
  • Make sure your messaging is developed with multiple communication channels (radio, social media, print, community events, etc.) and with the right messengers that your audience will hear

 

Digital storytelling

Case studies

Mathematica

East Bay Community Foundation

Meyer Memorial Trust

The Denver Foundation

The San Francisco Foundation

Bush Foundation

The Greater Milwaukee Foundation

Community Foundation for Greater Buffalo

The Colorado Health Foundation

Youth Speaks

Summer Search

Planned Parenthood