All local arts organizations seek financial sustainability. Getting there, however, can be a challenge—even for the most established nonprofits. Community foundations are working to help, and in Monterey County the process begins with a simple but strategic self-assessment tool.

”Our goal is to help arts organizations reflect on their existing strengths, resources and readiness to undertake different fund development strategies,” says Kaki Rusmore, Management Assistance Program Officer at the Community Foundation for Monterey County.

Charting success in three dimensions

Applicants to the Communities Advancing the Arts grant fund of the community foundation receive a ready-to-use tool. This single page was squeezed down from a more complex assessment used in earlier capacity-building efforts. It helps nonprofit leaders think about three essential components in their fund development work.

• Strategy: Considering the optimal mix of revenues by category (earned income, donations, grants, endowment) and by fund source (individuals, businesses, government, foundations); and identifying activities used to generate funds (campaigns, events, donor cultivation, grant proposals)
• Systems: Assessing the organization’s planning process, database management capabilities and ongoing approaches to implementing—and improving—fund development actions
• People: Taking stock of the skills and knowledge of both staff and volunteers related to the roles most essential to fund development, and measuring the extent to which all internal parties are fully on board with fund development efforts

This self-assessment is conducted as part of the application process for first-year funding within a program that spans three years overall. The assessment guides grantees in measuring their strengths and challenges as they develop a proposal for individualized capacity building in fund development. And it’s a critical first step in creating a fund development plan.

”We want to help each nonprofit group identify strategies that would fit with their organization’s mission, audience and future plans,” reports Kaki. ”Once the groups are funded, these initial assessments will be the basis for a more in-depth assessment with a consultant. Based on the full assessments, the groups hold board and staff retreats to discuss and create fund development plans that can be implemented in years two and three.”

This capacity-building program began through Communities Advancing the Arts, a major funding initiative of The James Irvine Foundation.

Check back in December to learn more about how this tool worked for the groups involved.

Every work of art tells a story. In Monterey County, stories of life told through art are fueling the emotional well-being, cultural pride, and civic engagement of local groups. It’s happening through Mi Vida/Mi Pueblo (My Life/My Town).

A series of art workshops in and around the agricultural community of Greenfield brought together mothers, fathers and family members of all ages. These workshops led to exhibits of poetry, paintings, photographs, videos, books and narratives inspired by the artists’ personal experiences in this community.

Making connections

“It was an opportunity to bring the arts to an underserved region of our county,” according to Judy Sulsona, Executive VP for the Community Foundation for Monterey County. “And it was an opportunity to demonstrate the importance of arts to the health of a community, particularly as a vehicle for preserving and celebrating cultural identity, which is essential to the mental health of individuals and families within diverse groups.”

Mi Vida/Mi Pueblo was a true collaboration. It involved local libraries, governments, arts nonprofits, the Arts Council for Monterey County, First Night Monterey, and the Community Foundation through its Communities Advancing the Arts (CAA) and Poder Popular programs. The workshops engaged more than 50 people—ranging in age from 6 to 70. A summer exhibit and accompanying reception were big hits as well.

Expanded impact

The reach of the Mi Vida/Mi Pueblo project went well beyond Greenfield.

The summer exhibit, held in June, included entertainment by young musicians from the Alisal Center for the Fine Arts (a CAA grantee). County Board of Supervisors member, Simon Salinas, congratulated all participants and shared his enthusiasm for the arts as a community resource and inspiring force in the lives of local children and families.

Earlier in the year, the Mission Cultural Center for Latino Arts in San Francisco had curated an exhibition of the original work created in the Mi Vida/Mi Pueblo workshops. The works were on display in January 2008 and included photography, painting, story-writing, puppetry, and poetry. Each work told the compelling story of its individual artist, reflecting her/his life experience living in Monterey County. Forty-five Greenfield workshop participants attended the opening reception of the exhibit; they were bused to San Francisco by First Night Monterey.

New levels of public visibility—and support

The power of Mi Vida/Mi Pueblo is gaining the attention and commitment of public officials.

Greenfield City administrators want to include space for an arts center and classes in local development plans, to support an arts booth at the popular weekly farmers market, and to find other ways to include arts in youth and career development programs.

This project was launched through Communities Advancing the Arts, a major funding initiative of The James Irvine Foundation, and is now sustained through the collaborative efforts of First Night Monterey, the Arts Council for Monterey County and the Community Foundation.

It’s one program with two benefits. The Sonoma County Artist Awards boost the reputations of working artists early in their careers, and raise public awareness of local arts. The awards are a collaboration of the arts community, with leadership from the county’s Arts Council and Community Foundation.

A stunning catalog showcases the 2008 visual arts award winners. They were drawn from a cadre of nearly 100 eligible artists. A panel of area curators and art professionals narrowed the list of applicants before a set of outside experts from the Bay Area chose the three winners: Julie Cavaz, Sarah Frieberg and Geirrod Van Dyke. Each received a $5,000 award—the largest available to individual artists in Sonoma County.

A public celebration of arts and artists

In Sonoma County fashion, the artists were celebrated in a creative light. The three award winners enjoyed their first museum opening on a spring Saturday evening. Earlier that day, 32 of the nominated artists were honored through an invitational exhibit sponsored by the City of Santa Rosa. It took place in Courthouse Square.

“It was accompanied by wild and wooly entertainment—stilt walkers, fire dancers, hip-hop demonstrations,” reported Melissa Kester, Arts Development Officer for Community Foundation Sonoma County. “A marching band then led the way to the Sonoma County Museum reception two blocks away, where the three winners’ work was being shown.”

The biennial Artist Awards have been so well received that, in 2009, the Community Foundation and Arts Council of Sonoma County are adding another award to encompass performing, music and literary arts.

This program was begun through Communities Advancing the Arts, a major funding initiative of The James Irvine Foundation.

Invest in what works. So goes the saying—as well as The James Irvine Foundation’s interest in advancing community arts. Irvine announced nearly $3.2 million in new grants to a group of California community foundations. It’s the second phase of Communities Advancing the Arts, an initiative that placed $4.75 million in 13 community foundations between 2004 and 2007. Irvine’s initial $4.75 million investment generated a solid return. It helped participating community foundations mobilize $59 million in assets for the arts over three years (a 48 percent increase in assets dedicated to the arts), as well as create 181 new funds dedicated to the arts at participating community foundations.

The timing couldn’t be better

Public funding for the arts has reached new lows in recent years. The California Arts Council, which traditionally funded local arts programs throughout the state, has seen its budget slashed from $31 million in 2000 to just $5 million in 2007. Private donations have also dipped over the past 15 years, leaving many arts organizations struggling for survival. Communities Advancing the Arts is intended to foster grantmaking and spur individual donations to arts organizations in targeted communities.

Phase two participants are:

California Community Foundation
East Bay Community Foundation
Community Foundation for Monterey County
Orange County Community Foundation
Sacramento Region Community Foundation
The San Diego Foundation
The San Francisco Foundation
Community Foundation Sonoma County
Ventura County Community Foundation

Full press release

Community foundations take heart: new donors are out there! They may just be waiting to be asked. A pilot program challenged arts nonprofits in and around Oakland to attract individual donors. And it worked, bringing in more than 800 new givers. The idea came from the East Bay Community Foundation, and was quickly adopted by The San Francisco Foundation.

Good numbers

East Bay Community Foundation offered matching grants of up to $10,000, and selected 15 organizations to receive matching commissions supporting 36 artists. The San Francisco Foundation offered matches up to $5,000, and supported 22 organizations commissioning 36 artists. Incredibly, these grants were matched by a total of 801 donors with gifts averaging $236.17.

On-the-ground value

Sherri Young, executive director of San Francisco’s African-American Shakespeare Company, wrote: “This funding challenge was a wonderful opportunity for our supporters to step up and give, and a true reason for us to ask for funds. It was an eye-opener for us in challenging preconceived ideas about who has money and who did not. The challenge works and is encouraging for organizations such as ours to increase our individual donor base in a way that works for us.”

Eugene Rodriguez, Executive Director of Los Cenzontles Mexican Arts Center in San Pablo, wrote: “The outcomes of the donor match have been broader and deeper than we had anticipated. It enabled donors to become part of our core artistic process thereby strengthening their understanding of the many facets of our work and deepening their connection and commitment to the organization and its mission.”

Lasting benefits

This approach continues to have a major impact on smaller arts organizations that lack significant fundraising infrastructure. Regranting funds went to a number of organizations that had never fundraised for artistic commissions before; many had no idea that their supporters would respond so favorably. More importantly, the success of the matching commissions helped build a donor base that these organizations can continue to connect with in support of future financial sustainability.

This activity was conducted as part of Communities Advancing the Arts, a major funding initiative of The James Irvine Foundation.

Raising permanent funds for arts and helping local artists launch careers are two challenges faced by many communities. Both led to one solution in Sonoma County: an Emerging Artists Fund. It connects the power of endowment giving to the value of providing early support to artists. And it has real appeal for arts donors.

The fund was created by the Community Foundation Sonoma County in partnership with the Arts Council of Sonoma County.

An Emerging Artists Award was developed to bring visibility to this fund. In its first year, a panel of well-known local artists, gallery owners and curators reviewed the work of 78 artists. They narrowed the pool down to 25. A small team of respected curators from outside the area then chose three winners featured at a special awards event.

Event objective

Illustrate the benefits of, and great need for, an Emerging Artist Fund by introducing it in an inspired way.

Recipe for success

• Invite a diverse group of arts enthusiasts—both experienced and new to arts philanthropy—to a light dinner and refreshments
• Combine with emerging artists as well as leaders of local arts organizations
• Add a tour of the hosts’ sculpture-filled home, including a sneak-peek of public art prior to its debut
• Mix in intriguing speakers: Katharine DeShaw, Executive Director of United States Artists, to describe national arts funding streams; Ned Kahn, an internationally known local artist, to tell how an emerging artist grant changed his life; Steve Oliver, Board Chair of San Francisco MOMA, to share his personal commitment to supporting artists and the Emerging Artist Fund
• Award three new artists each with $5,000 to advance their work and community contributions
• Top off with stories of how relatively small levels of financial support have made a big difference in the careers of art creators

Results

New connections—between arts supporters, artists, and the fund that helps fulfill the greatest aspirations of all. And new resources—the community foundation is well on the way toward hitting its initial goal of gaining $300,000 in new community support for the Emerging Artists Fund.

This activity was conducted as part of Communities Advancing the Arts, a major funding initiative of The James Irvine Foundation.

“I am raising my son differently because of our work in the arts.” Shelley Hoss, President of the Orange County Community Foundation, is taking her organization’s newfound role in the arts personally. The story begins in the mid-1990s, when Shelley’s team recognized that arts represented “a gap in both our knowledge base and our role in this county. Living up to our responsibility to serve donors and community meant building more knowledge, relationships and value in the arts arena.” Three years into Communities Advancing the Arts, this sense of responsibility morphed into genuine passion. Says Shelley, “I have become a convert to the critical role of the arts in a healthy community, and for healthy individuals. Art is not an add-on or a bonus or something to do if you can get to it. It’s a key part of quality of life, which is what we are all about.”

Todd Hanson, Vice President for Donor Relations and Programs, is a believer as well. “Prior to this initiative, we would not have said much about the importance of the arts when talking with donors. Now, when a donor wants to know about community needs, we add arts to the mix, and we do it without detracting from any other area of community need.”

A fragmented arts scene

Orange County is home to nearly 500 arts organizations. Fewer than 20 are big players with more than $1 million in revenue; well over 400 are small organizations with revenue of less than $99,000. Arts venues, like the population, are dispersed throughout this urban county. A centralized art district does not exist, so attracting audiences is a challenge, and there is limited awareness of Orange County’s rich arts programming and offerings.

The community foundation saw the need to know more about the arts landscape before attempting to engage donors in this arena. It took action, conducting research with Arts Orange County to better understand local attitudes.

Opening eyes

Released in 2006, the research report made it clear that Orange County residents care about the arts:

• Sixty-four percent of residents (and/or their immediate family members) actively create or participate in the arts.
• Seventy-five percent of local arts organizations were founded in the last 35 years.
• Ninety-eight percent of residents agree that arts are critical for the education and development of children.

“This research sent us in a whole different direction,” says Shelley Hoss. The community foundation had begun with an assumption that it would be building a case for more arts giving among its traditional donor base. The effect of the research was revolutionary, Shelley reports. “It caused us to see that our work is about bringing arts to all the people of Orange County. It’s about drawing the entire spectrum of our community into a pipeline to generate support for arts.”

Going deep

This new view led to strategies for building infrastructure that could support this pipeline. Key ingredients include:

• A working partnership with Arts Orange County, and an ongoing commitment to help this local arts council become stronger and more sustainable
• An increased grantmaking emphasis, with a record level of $2.4 million in arts support in 2007
• Intentional support for small arts nonprofits, including using Irvine regranting funds to supply $250,000 across 25 organizations, and launching a series of customized technical assistance workshops designed to help these organizations move forward in a sustainable way.

More depth will be added in a next stage of work, featuring continuing partnership with Arts Orange County to:

• Engage local donors and raise a $1.2 million endowment for local arts programs
• Support local arts organizations’ efforts to build endowments
• Focus on youth, including grants and support for arts education in all schools across the county
• Launching a comprehensive website promoting Orange County arts events, venues, and organizations

It’s all part of a new awareness. According to Shelley, “Impact in arts lies largely with the arts organizations themselves. Their ability to plan, market, attract audience, deliver quality experiences… that’s what makes this sector go.”

Transformative power

Early into its learning curve, the community foundation saw the possibilities for impact. “We talked about it with lots of people and heard about these ideas from enough local arts organizations to see that all kinds of things were doable, if someone could get the ball rolling,” says Shelley. “There was plenty of pent-up demand, and we could help match it with supply.

“Our role of neutral convener really came to bear here. We were positioned nicely to say things other people were thinking, and to get groups talking who wouldn’t normally talk to each other.”

The community foundation has benefited enormously from this process. For example, Shelley and Todd now have regular contact and “warm, collegial relationships” with virtually all leaders of the 10 major arts organizations in the county; just three years ago they were zero for 10 in this arena. They also report a huge transformation in how the arts community views the community foundation. At the beginning, attitudes “probably ranged from being curious to thinking of us as a competitor,” says Shelley. Today the perception has completely shifted. The community foundation is seen as having a strong commitment to arts, and to having an impact for all arts organizations from small and new to big and mature.

Broader value

“The learning from this is transferable to other things we are doing,” says Todd Hanson. Of particular relevance is the community foundation’s broad interest in growing more field-of-interest funds, with appreciation that work building an arts endowment will set the stage for expansion to other program areas.

Shelley adds that, “Experience with arts has forced us to think about our messaging relative to other nonprofits. It affects how we describe the community foundation to grantees as well as to other nonprofits that we are not funding. Several of them are bigger than us, yet we can show how we add value to their work.”

“Working with the Orange County Community Foundation to cultivate local donor interest has helped to increase our long-term viability,” said Lawrence Rosenberg, Founder and Co-director of Anaheim Ballet, which promotes the practice of ballet among diverse youth in Orange County. “We’re proud of the work we do to introduce more than 30,000 students annually to ballet and performance art through community outreach, education, professional concerts and our online video series. Thanks to this help from the Orange County Community Foundation, we have a greater ability to raise awareness and positively impact the lives of more young people.”

Arts have been good for Orange County Community Foundation. And for Shelley’s family, “My husband and I are doing things in arts that never would have happened before this initiative. Our son was introduced to the symphony at age 2, and is in dance at age 4. It’s a whole new way of looking at life.”

Orange County Community Foundation is a participant in Communities Advancing the Arts, a major funding initiative of The James Irvine Foundation.

“The arts are common ground for community, a meeting ground,” says Melissa Kester, Arts Development Officer for Community Foundation Sonoma County. “It’s about expressing different points of view, understanding things in new ways, and coming together around shared experiences.” This insight opens a window for viewing the foundation’s partnership with its local arts sector.

“It is a relationship that began in 1989,” reports CEO Kay Marquet, “with an initial grant made possible through the National Endowment for the Arts. And it is a relationship that has blossomed in recent years through a creative, collaborative focus on the arts.”

Making connections

This focus involves connecting with individual artists, arts nonprofits (ranging from grassroots organizations to nationally recognized arts centers), donors and other funders who seek to build community through arts. At the center of this network is a strategic partnership between Community Foundation Sonoma County and the Arts Council of Sonoma County.

“The Arts Council is a wonderful resource to, and an effective champion for, this region’s diverse, dynamic arts sector,” adds Robert Judd, Community Foundation Sonoma County Vice President for Programs. “Together with a cadre of local arts organizations, we are able to present a united sector. This in turn allows us to invite a wider base of donors and public leaders to step forward—and add to an ever-greater vision for what arts can achieve in and for this community.”

Some big steps forward

Recent results of this approach have been encouraging, to say the least. Between 2005 and 2007, with support from The James Irvine Foundation’s Communities Advancing the Arts initiative, the Community Foundation and Arts Council worked with local leaders to establish a Santa Rosa Arts District in the center of the county’s largest city. Three popular, countywide projects were initiated as well: an Artist Awards program, Sculpture Sonoma, and Performance Sonoma.

As part of the Performance Sonoma festival, 12 local performing arts organizations put on productions related to the featured theme, Crossing Borders. In Healdsburg, The Imaginists Theatre Collective created an original production, “The Divide/La División,” which explored issues of immigration and the challenges in finding common ground between local immigrant Latinos and resident Anglos in the area. The bilingual production led to an opening in community dialogue around these challenges (view a video documentary on YouTube).

“Participating in Performance Sonoma allowed our company to explore issues that influence everyday life in our community,” said Brent Lindsay, The Imaginists’ Executive Director.

Community Foundation Sonoma County also launched an Artists Award as a way to raise the visibility of budding local visual artists. Six award winners selected by a panel of highly-regarded independent judges have received unrestricted grants of $5,000 each. In addition to the grant funds, the winning artists have enjoyed growing recognition within Sonoma County and beyond. For example, Seth Minor, a 2006 award winner, is commissioned to create public artwork for the City of Santa Rosa. Complementing these efforts to support local artists, the foundation also worked with Sonoma State University to conduct a series of public discussions for artists on navigating “the business” of the arts.

A growth agenda

Community Foundation Sonoma County and its partners aim to double the nearly $300,000 already raised to endow the Artists Award Fund, with the goal of expanding awards to include performing and literary artists. Near-term plans involve further engaging with the City of Santa Rosa around its newly-established Arts District—and working collaboratively with private donors and public officials to create a lasting and vibrant downtown arts area.

Also on the drawing board are plans to explore creating a signature festival that would invigorate local arts audiences and attract tourists to the region’s arts scene. And an exciting project is well underway, led by the Arts Council, to provide a centralized online portal for arts information and access throughout Sonoma County.

Lessons learned

What have Community Foundation leaders learned so far? Three major lessons stand out. For one, creating partnerships is worthwhile work—but takes time. “We probably underestimated this point as we got started on a more earnest approach to arts outreach three years ago,” says Melissa Kester, who also emphasizes the importance of carefully assessing and understanding the capacity of key partner organizations.

Second, deeper engagement with the arts sector—nonprofits, government, and donors—can be a model opportunity for community foundations to explore new ways of working. According to Paul DeMarco, Finance and Administration Vice President, “In many ways this program is serving as a prototype for our role in community leadership… providing us with new ways to interact with donors… and helping us demonstrate high levels of value through our work convening others.”

Third, and perhaps most important, says Kay Marquet, “We are proving that arts are as good for community as community is for arts.”

Community Foundation Sonoma County is a participant in Communities Advancing the Arts, a major funding initiative of The James Irvine Foundation.

Sometimes the first step is the hardest. Recognizing that small, community-based arts organizations often need help starting their own fundraising, two Bay Area community foundations took action. The tool they created helps these nonprofits follow a simple blueprint to build a base of donors. It’s part of the technical assistance these organizations supply to grassroots arts grantees. The tool was created by The San Francisco Foundation and the East Bay Community Foundation. The attached file overviews the simple, strategic five-part approach used to help emerging arts organizations engage with donors who value their contributions to community.

A five-part approach

The tool and its elements were introduced at a technical assistance workshop:

1. Gain conviction—develop the courage and commitment to raise funds to sustain your work.
2. Clarify identity—sharpen your image and establish a position based on your unique qualities.
3. Activate network—recruit and equip those who value your work to connect you to others who may value your work.
4. Engage prospects—make contact and provide positive artistic experiences for your potential new donors.
5. Cultivate relationships—increase and track contacts with your key prospects and donors, creating strong personal connections.

This tool was created as part of Communities Advancing the Arts, a major funding initiative of The James Irvine Foundation.