Page 1

CEO REFLECTIONS on the Future of &ŽƵŶĚĂƟŽŶWŚŝůĂŶƚŚƌŽƉLJ

A companion to The Future of Foundation Philanthropy: The CEO Perspective


CEO REFLECTIONS ŽŶƚŚĞ&ƵƚƵƌĞŽĨ&ŽƵŶĚĂƟŽŶWŚŝůĂŶƚŚƌŽƉLJ A companion to The Future of Foundation Philanthropy: The CEO Perspective

FOR MORE INFORMATION, CONTACT ůůŝĞƵƚĞĂƵ͕WŚ͘͘ sŝĐĞWƌĞƐŝĚĞŶƚ͵ZĞƐĞĂƌĐŚ ϲϭϳͲϰϵϮͲϬϴϬϬĞdžƚ͘Ϯϭϯ ĞůůŝĞďΛĞīĞĐƟǀĞƉŚŝůĂŶƚŚƌŽƉLJ͘ŽƌŐ

ABOUT THE CENTER FOR EFFECTIVE PHILANTHROPY dŚĞŵŝƐƐŝŽŶŽĨƚŚĞĞŶƚĞƌĨŽƌīĞĐƟǀĞWŚŝůĂŶƚŚƌŽƉLJ;WͿŝƐƚŽƉƌŽǀŝĚĞĚĂƚĂ ĂŶĚĐƌĞĂƚĞŝŶƐŝŐŚƚƐŽƉŚŝůĂŶƚŚƌŽƉŝĐĨƵŶĚĞƌƐĐĂŶďĞƩĞƌĚĞĮŶĞ͕ĂƐƐĞƐƐ͕ĂŶĚ ŝŵƉƌŽǀĞƚŚĞŝƌĞīĞĐƟǀĞŶĞƐƐͶĂŶĚ͕ĂƐĂƌĞƐƵůƚ͕ƚŚĞŝƌŝŶƚĞŶĚĞĚŝŵƉĂĐƚ͘ &ŽƌŵŽƌĞŝŶĨŽƌŵĂƟŽŶŽŶW͕ƉůĞĂƐĞǀŝƐŝƚǁǁǁ͘ĞīĞĐƟǀĞƉŚŝůĂŶƚŚƌŽƉLJ͘ŽƌŐ͘ dŚĂŶŬLJŽƵƚŽW͛ƐƌƚŝƌĞĐƚŽƌ͕^ĂƌĂƵďŽŝƐ͕ĨŽƌŚĞƌĚĞƐŝŐŶŽĨƚŚŝƐƉƵďůŝĐĂƟŽŶ͘ dŚŝƐǁŽƌŬŝƐůŝĐĞŶƐĞĚƵŶĚĞƌƚŚĞƌĞĂƟǀĞŽŵŵŽŶƐzͲEͲE>ŝĐĞŶƐĞ͘ ΞϮϬϭϲ͘dŚĞĞŶƚĞƌĨŽƌīĞĐƟǀĞWŚŝůĂŶƚŚƌŽƉLJ͕/ŶĐ͘ůůƌŝŐŚƚƐƌĞƐĞƌǀĞĚ͘


TABLE OF CONTENTS 7 10 16 20

/ŶƚƌŽĚƵĐƟŽŶ Carol Larson dŚĞĂǀŝĚĂŶĚ>ƵĐŝůĞWĂĐŬĂƌĚ&ŽƵŶĚĂƟŽŶ

Darren Walker &ŽƌĚ&ŽƵŶĚĂƟŽŶ

Judy Belk dŚĞĂůŝĨŽƌŶŝĂtĞůůŶĞƐƐ&ŽƵŶĚĂƟŽŶ

26

Kate Wolford

30

Kelvin Taketa

34

Kevin Jennings

38

Nicky Goren

42

Stuart Comstock-Gay

dŚĞDĐ<ŶŝŐŚƚ&ŽƵŶĚĂƟŽŶ

,ĂǁĂŝ͚ŝŽŵŵƵŶŝƚLJ&ŽƵŶĚĂƟŽŶ

ƌĐƵƐ&ŽƵŶĚĂƟŽŶ

ƵŐĞŶĞĂŶĚŐŶĞƐ͘DĞLJĞƌ&ŽƵŶĚĂƟŽŶ

ĞůĂǁĂƌĞŽŵŵƵŶŝƚLJ&ŽƵŶĚĂƟŽŶ


INTRODUCTION Dear Colleague, In 2016, the William and Flora Hewlett Foundation commissioned research by the Center for Effective Philanthropy (CEP) about foundation leaders’ perspectives on the current state—and future—of foundation philanthropy. We at CEP set out to understand foundation CEOs’ perspectives on how much of a difference foundations are making on important issues in society, and on what the barriers are that are standing in their way. We asked foundation CEOs about the pressing issues they believe will impact society, and foundation philanthropy in particular, in the coming decades. We wanted to learn about their concerns and hopes and what they believe is the unique role that foundations can play in society, relative to other sectors. The result is The Future of Foundation Philanthropy: The CEO Perspective, which is informed by the perspectives of more than 200 CEOs who responded to a survey or participated in indepth interviews. The findings highlight challenges faced by foundation leaders today, concerns for the future, and reasons to be optimistic about the future of foundation philanthropy. We hope that these findings will help catalyze a candid discussion among CEOs about the changes that need to occur for foundations to maximize their impact and more fully realize their potential. To that end, we decided to invite current foundation CEOs to share their reactions to the research findings and move the conversation to “what now?” We did not offer suggestions for what CEOs should write about and we did not edit the content of their writing. Their reflections are included in the following pages. We encourage you to read the full report together with these reflections. We are so appreciative of those who submitted reflections, and wish to thank them for helping spark discussion on these important issues. Sincerely, Ellie Buteau Vice President, Research ELLIE BUTEAU sŝĐĞWƌĞƐŝĚĞŶƚ͕ZĞƐĞĂƌĐŚ ĞŶƚĞƌĨŽƌīĞĐƟǀĞWŚŝůĂŶƚŚƌŽƉLJ 7


ŽƵƌŵŽƌĞƚƌĂĚŝƟŽŶĂůŐƌĂŶƚƉƌŽŐƌĂŵƐĂŶĚĚŽŶŽƌƐĞƌǀŝĐĞƐ͘/ŚŽƉĞĂĨĞǁ ŽďƐĞƌǀĂƟŽŶƐĂďŽƵƚŽƵƌĐŚĂůůĞŶŐĞƐĂŶĚǁŚĂƚǁĞŚĂǀĞůĞĂƌŶĞĚŵĂLJďĞ ŚĞůƉĨƵůƚŽƌĞĂĚĞƌƐŽĨƚŚŝƐƌĞƉŽƌƚ͘

SHIFTING d,KhZ^ KELVIN TAKETA ,ĂǁĂŝ͚ŝŽŵŵƵŶŝƚLJ&ŽƵŶĚĂƟŽŶ /Ŷ ƌĞĂĚŝŶŐ ƚŚĞ ĞŶƚĞƌ ĨŽƌ īĞĐƟǀĞ WŚŝůĂŶƚŚƌŽƉLJ͛Ɛ The Future of &ŽƵŶĚĂƟŽŶWŚŝůĂŶƚŚƌŽƉLJƌĞƉŽƌƚ͕/ĐĂŶĨĞĞůŵLJĐŽůůĞĂŐƵĞƐ͛ƉĂŝŶ͘dŽďĞ ŚĂŶĚĞĚƚŚĞƌĞƐŽƵƌĐĞƐŽĨĂŐƌĞĂƚĨŽƵŶĚĂƟŽŶĐŽƵƉůĞĚǁŝƚŚƚŚĞŵŽƌĂů ŝŵƉĞƌĂƟǀĞƚŽĚŽŐŽŽĚŝŶƚŚĞǁŽƌůĚŝƐĂŵŽŶŐƚŚĞďĞƐƚƚŚŝŶŐƐŽŶĞĐĂŶ ǁŝƐŚĨŽƌ͘ŶĚƚŚĞŶƚŽďĞĨĂĐĞĚǁŝƚŚŚŽǁĞdžĐĞĞĚŝŶŐůLJĚŝĸĐƵůƚŝƚĂĐƚƵĂůůLJ ĐĂŶďĞ͕ŝƚĐĂŶƚƵƌŶŽŶĞŝŶƚŽĂĐŚƌŽŶŝĐŝŶƐŽŵŶŝĂĐ͘ zĞƚ / Ăŵ ŝŶƐƉŝƌĞĚ ďLJ ƚŚĞ ĂƐƉŝƌĂƟŽŶƐ ŽĨ ŵLJ ĐŽůůĞĂŐƵĞƐ ŝŶ ƚŚŝƐ ƌĞƉŽƌƚ͘ EŽŽŶĞŝƐƐĞƫŶŐĂůŽǁďĂƌĂŶĚŝƚƐĞĞŵƐǁĞƐŚĂƌĞĂĚĞƐŝƌĞƚŽŵĂŬĞĂ ƐƵďƐƚĂŶƟǀĞ ĚŝīĞƌĞŶĐĞ ŶŽ ŵĂƩĞƌ ǁŚĂƚ ƚŚĞ ƉĂƌƟĐƵůĂƌ ŵŝƐƐŝŽŶ ŵĂLJ ďĞ ŽĨ ĞĂĐŚ ĨŽƵŶĚĂƟŽŶ͘ ŶĚ ŐŝǀĞŶ ƚŚĂƚ ĂŵďŝƟŽŶ͕ǁĞƌƵŶŚĞĂĚůŽŶŐŝŶƚŽƚŚĞǁŽƌůĚŽĨƐLJƐƚĞŵƐ Focusing ĐŚĂŶŐĞ ǁŚĞƌĞ ĐŽŵƉĞƟŶŐ ŝŶƐƟŶĐƚƐ ƐƵĐŚ ĂƐ ƵƌŐĞŶĐLJ on systems ĂŶĚ ƉĂƟĞŶĐĞ Žƌ ƌŝŐŽƌ ĂŶĚ ŇĞdžŝďŝůŝƚLJ ĐŽůůŝĚĞ͘ &ŽĐƵƐŝŶŐ change ŽŶƐLJƐƚĞŵƐĐŚĂŶŐĞƌĞƋƵŝƌĞƐĂƐŚŝŌŝŶƚŚĞĨƵŶĚĂŵĞŶƚĂů ǁĂLJƐ ƚŚĂƚ ĨŽƵŶĚĂƟŽŶƐ ŚĂǀĞ ǁŽƌŬĞĚ ĨŽƌ LJĞĂƌƐ͘ EŽ requires a ǁŽŶĚĞƌŝƚŝƐŚĂƌĚ͘

shift in the fundamental ways that foundations have worked for years.

&ŽƌŶĞĂƌůLJƚǁŽĚĞĐĂĚĞƐ͕/ŚĂǀĞŚĂĚƚŚĞƉƌŝǀŝůĞŐĞƚŽůĞĂĚ ƚŚĞƐƚĂƚĞǁŝĚĞĐŽŵŵƵŶŝƚLJĨŽƵŶĚĂƟŽŶŝŶ,ĂǁĂŝ͚ŝ͖ĂďŝŐ ĮƐŚͶŝŶĨĂĐƚƚŚĞůĂƌŐĞƐƚĨŽƵŶĚĂƟŽŶŝŶƚŚĞƐƚĂƚĞͶŝŶĂ ǀĞƌLJƐŵĂůůƉŽŶĚ͘/ƚŚĂƐŐŝǀĞŶƵƐƚŚĞƉůĂƞŽƌŵƚŽůĂƵŶĐŚ ƐĞǀĞƌĂů ŵĂũŽƌ ŝŶŝƟĂƟǀĞƐ ŝŶǀŽůǀŝŶŐ ƐLJƐƚĞŵƐ ĐŚĂŶŐĞ ŝŶ ƉƵďůŝĐ ĞĚƵĐĂƟŽŶ͕ ŚŽŵĞůĞƐƐŶĞƐƐ͕ ǀƵůŶĞƌĂďůĞ ĨĂŵŝůŝĞƐ͕ ĨƌĞƐŚǁĂƚĞƌ ƐĞĐƵƌŝƚLJ͕ ĂŶĚ ŐŽǀĞƌŶŵĞŶƚ ƚƌĂŶƐĨŽƌŵĂƟŽŶ͘ ůů ŽĨ ƚŚĞƐĞ ŝŶŝƟĂƟǀĞƐ ŚĂǀĞ ŝŶǀŽůǀĞĚ ŵƵůƟƉůĞ ƐƚĂŬĞŚŽůĚĞƌƐĂŶĚĨƵŶĚĞƌƐĂŶĚŚĂǀĞĐŽĞdžŝƐƚĞĚĂůŽŶŐƐŝĚĞ

ϯϬ | KZ&>d/KE^KEd,&hdhZK&&KhEd/KEW,/>Ed,ZKWz

tĞŚĂǀĞƚŽŐƵĂƌĚĂŐĂŝŶƐƚƚŚĞĚĞƐŝƌĞƚŽĚĞĮŶĞƐƵĐĐĞƐƐƐŽůĞůLJďLJƐŚŽƌƚͲ ƚĞƌŵƉƌŽŐƌĂŵŵĂƟĐƌĞƐƵůƚƐĂŶĚŝŶƐƚĞĂĚůŽŽŬƚŽďƵŝůĚƚŚĞĐŽŶƐƚĞůůĂƟŽŶ ŽĨ ŬĞLJ ĂĐƚŽƌƐ ĂŶĚ ƐƚĂŬĞŚŽůĚĞƌƐ͘ tŚŝůĞ ŝƚ ŝƐ ŝŵƉŽƌƚĂŶƚ͕ ĞƐƉĞĐŝĂůůLJ ĨŽƌ ĨƵŶĚĞƌƐ͕ ƚŽ ƌĞĐŽŐŶŝnjĞ ƐŽŵĞ ŶĞĂƌͲƚĞƌŵ ƉƌŽŐƌĞƐƐ͕ ŝƚ ŝƐ ĐƌŝƟĐĂů ƚŽ ŬĞĞƉ LJŽƵƌĞLJĞƐŽŶƚŚĞƉƌŝnjĞŽĨůŽŶŐĞƌͲƚĞƌŵƐLJƐƚĞŵƐĐŚĂŶŐĞ͘&ŽƌĞdžĂŵƉůĞ͕ ǁĞĐŽŶǀĞŶĞĚϮϱůĞĂĚĞƌƐĨƌŽŵƚŚĞĞŶǀŝƌŽŶŵĞŶƚĂů͕ĐƵůƚƵƌĂů͕ĂŐƌŝĐƵůƚƵƌĂů͕ ĂŶĚŐŽǀĞƌŶŵĞŶƚĂůƐĞĐƚŽƌƐ;ǁŚŽǁĞƌĞŽŌĞŶĂĚǀĞƌƐĂƌŝĞƐͿƚŽǁŽƌŬŽŶĂ ďůƵĞƉƌŝŶƚĨŽƌĨƌĞƐŚǁĂƚĞƌƐĞĐƵƌŝƚLJŝŶƚŚĞƐƚĂƚĞ͘ƐĂƌĞƐƵůƚ͕ƚŚŝƐĐŽĂůŝƟŽŶ ǁĂƐĂďůĞƚŽƉĂƐƐĮǀĞďŝůůƐŝŶƚŚĞƐƚĂƚĞůĞŐŝƐůĂƚƵƌĞŝŶƚǁŽLJĞĂƌƐ͘ƵƚƚŚĞ ůŽŶŐĞƌͲƚĞƌŵŐŽĂůŝƐǁŚĞƚŚĞƌƚŚŝƐĐŽĂůŝƟŽŶĐĂŶĐŽŶƟŶƵĞƚŽƉƌŽƐƉĞƌĂŶĚ ŐƌŽǁĂŶĚďĞĐŽŵĞƚŚĞŵĞĂŶƐďLJǁŚŝĐŚŝŶĐƌĞĂƐŝŶŐůLJĐŽŶƚĞŶƟŽƵƐŝƐƐƵĞƐ ĐĂŶďĞƌĞƐŽůǀĞĚ͘

We have also learned to be patient. tĞŚĂǀĞĂůƐŽůĞĂƌŶĞĚƚŽďĞƉĂƟĞŶƚŝŶŽƵƌĞīŽƌƚƐƚŽĚĞǀĞůŽƉƐƚĂŬĞŚŽůĚĞƌ ĞŶŐĂŐĞŵĞŶƚĂŶĚƐŚĂƌĞĚƐƚƌĂƚĞŐŝĞƐĂŶĚŐŽĂůƐ͘KŌĞŶŝƚĐĂŶƚĂŬĞƐĞǀĞƌĂů LJĞĂƌƐ ĂŶĚ͕ ǁŚŝůĞ ǁĞ ůŽŽŬ ƚŽ ŽƚŚĞƌ ĨƵŶĚĞƌƐ ƚŽ ŝŶǀĞƐƚ ǁŝƚŚ ƵƐ ŝŶ ƚŚĞ ŝŵƉůĞŵĞŶƚĂƟŽŶƉŚĂƐĞ͕ǁĞĂƌĞůĞŌƚŽĨƵŶĚƚŚĞĞĂƌůLJͲƐƚĂŐĞĚĞƐŝŐŶǁŽƌŬ ŽŶŽƵƌŽǁŶ͘ƐĂĐŽŵŵƵŶŝƚLJĨŽƵŶĚĂƟŽŶǁŝƚŚŵƵůƟƉůĞĚŽŶŽƌŝŶƚĞƌĞƐƚƐ ĂŶĚƉƌŽŐƌĂŵƐ͕ƚŚĞĮŶĂŶĐŝĂůƌĞƐŽƵƌĐĞƐĂŶĚ͕ďLJĞdžƚĞŶƐŝŽŶ͕ƚŚĞƐƚĂīƟŵĞ ƚŽĚŽƚŚŝƐŬŝŶĚŽĨǁŽƌŬŝƐůŝŵŝƚĞĚ͘^ŽǁĞŚĂǀĞƚŽĐŚŽŽƐĞĐĂƌĞĨƵůůLJďĞĨŽƌĞ ĞŵďĂƌŬŝŶŐŽŶĞĂƌůLJĚƵĞĚŝůŝŐĞŶĐĞĂŶĚůŽŽŬƚŽŝŶĚŝĐĂƟŽŶƐŽĨ͞ƌŝƉĞŶĞƐƐ͟ ƚŽĚĞƚĞƌŵŝŶĞǁŚĞƚŚĞƌƚŚĞĐŽŶĚŝƟŽŶƐĞdžŝƐƚƚŚĂƚŵŝŐŚƚĞŶĂďůĞƐƵĐĐĞƐƐ͘ tĞ ŚĂǀĞ ƚŽ ƉĂLJ ĂƩĞŶƟŽŶ ƚŽ ƚŚĞ ĐĂƉĂĐŝƚLJ ĂŶĚ ƌĞƐŝůŝĞŶĐĞ ŽĨ Ăůů ŽĨ ƚŚĞ ŬĞLJ ƉůĂLJĞƌƐ͘ >ŝŬĞ ŶĂƚƵƌĂů ĞĐŽƐLJƐƚĞŵƐ͕ ƚŚĞƐĞ ƉůĂLJĞƌƐ ĂƌĞ ŽŌĞŶ ŝŶƚĞƌĚĞƉĞŶĚĞŶƚĂŶĚƚŚĞƐƚƌĞŶŐƚŚŽĨƚŚĞǁŚŽůĞŝƐƌĞůŝĂŶƚŽŶƚŚĞĐĂƉĂĐŝƚLJ ŽĨ ĞĂĐŚ ƉĂƌƚ͘ /Ŷ ŶĞĂƌůLJ Ăůů ŽĨ ŽƵƌ ǁŽƌŬ ŝŶ ƚŚĞƐĞ ĂƌĞĂƐ͕ ŐŽǀĞƌŶŵĞŶƚ ĂŐĞŶĐŝĞƐ ĂƌĞ Ă ƉƌŝŶĐŝƉĂů ŵĞĂŶƐ ŽĨ ƐĞƌǀŝĐĞ ĚĞůŝǀĞƌLJ͕ ŝŶǀĞƐƚŵĞŶƚ͕ Žƌ ƉŽůŝĐLJ ƌĞĨŽƌŵ͘ ŶĚ ǁŚŝůĞ ĨŽƵŶĚĂƟŽŶƐ ŚĂǀĞ ůŽŶŐ ĨƵŶĚĞĚ ĐĂƉĂĐŝƚLJͲ ďƵŝůĚŝŶŐĞīŽƌƚƐŝŶƚŚĞŶŽŶƉƌŽĮƚƐĞĐƚŽƌ͕ƚŚĞLJŚĂǀĞƌĂƌĞůLJƉƌŽǀŝĚĞĚƐƵĐŚ ĨƵŶĚƐ ƚŽ ƉƵďůŝĐ ĂŐĞŶĐŝĞƐ͘ Ɛ ǁĞ ďƵŝůƚ ƌĞůĂƟŽŶƐŚŝƉƐ ĂŶĚ ƚƌƵƐƚ ĂŵŽŶŐ ŐŽǀĞƌŶŵĞŶƚ ůĞĂĚĞƌƐ͕ ǁĞ ĐĂŵĞ ƚŽ ƌĞĂůŝnjĞ ŚŽǁ ůŝƩůĞ ĚŝƐĐƌĞƟŽŶĂƌLJ ƌĞƐŽƵƌĐĞƐƚŚĞLJŚĂǀĞƚŽĐŽŶĚƵĐƚƐƚƌĂƚĞŐŝĐƉůĂŶŶŝŶŐ͕ĚĞǀĞůŽƉĞdžĞĐƵƟǀĞ ĂŶĚŵĂŶĂŐĞŵĞŶƚƐŬŝůůƐ͕ƌĞĚĞƐŝŐŶŵŽƌŝďƵŶĚƉƌŽĐĞƐƐĞƐ͕ŽƌŵĂƌŬĞƚƚŚĞŝƌ ƐĞƌǀŝĐĞƐ͘dŚŝƐƌĞĂůŝnjĂƟŽŶǁĂƐĂƐƵƌƉƌŝƐĞ͘:ƵƐƚĂƐǁĞďĞůŝĞǀĞƚŚĂƚǁĞĐĂŶ ŽŶůLJĂĐŚŝĞǀĞŐƌĞĂƚƌĞƐƵůƚƐŝĨǁĞŚĂǀĞŐƌĞĂƚŽƌŐĂŶŝnjĂƟŽŶƐƚŽŝŶǀĞƐƚŝŶ͕ ŝƚďĞĐĂŵĞĐůĞĂƌƚŚĂƚƚŚĞƐĂŵĞŶĞĞĚĞĚƚŽďĞƚƌƵĞŽĨŬĞLJŐŽǀĞƌŶŵĞŶƚ ƉĂƌƚŶĞƌƐ͘ d,EdZ&KZ&&d/sW,/>Ed,ZKWz | ϯϭ


/ŶĂƌĞůĂƚĞĚĂƌĞĂ͕ǁĞŚĂǀĞůŽŽŬĞĚƚŽďƵŝůĚŵĂũŽƌŝŶŝƟĂƟǀĞƐŝŶƉƌŽŐƌĂŵƐ ǁŚĞƌĞƚŚĞƌĞŝƐĂŶŽƉƉŽƌƚƵŶŝƚLJƚŽƵƐĞĚĂƚĂƚŽŐĂƵŐĞƉƌŽŐƌĞƐƐĂŐĂŝŶƐƚ ƐŚĂƌĞĚ ŐŽĂůƐ ĂŶĚ ƚŽ ŝŶǀĞƐƚ ŝŶ ƚŚĞ ĐƌĞĂƟŽŶ ŽĨ ĚĂƚĂ ƐLJƐƚĞŵƐ͕ ĂŶĂůLJƐŝƐ͕ ĂŶĚĐƵůƚƵƌĞĂƐĂƚŽŽůƚŽŚĞůƉĂĚĂƉƚ͕ƐĐĂůĞ͕ĂŶĚŝŶŶŽǀĂƚĞ͘ƚƟŵĞƐ͕ƚŚŝƐ ŚĂƐŵĞĂŶƚĂĚŝƌĞĐƚŝŶǀĞƐƚŵĞŶƚŝŶŝŵƉƌŽǀŝŶŐĚĂƚĂƐLJƐƚĞŵƐŝŶƚŚĞƉƵďůŝĐ ƐĞĐƚŽƌŽƌǁŝƚŚƉƵďůŝĐŝŶĨŽƌŵĂƟŽŶ͕ũƵƐƚĂƐ'ƵŝĚĞ^ƚĂƌŝƐƉŝŽŶĞĞƌŝŶŐƚŚĞ ƵƐĞ ĂŶĚ ĂŶĂůLJƐŝƐ ŽĨ /Z^ ϵϵϬ ĚĂƚĂ͘ &Žƌ ĞdžĂŵƉůĞ͕ ƚŚĞ ^ƚĂƚĞ ŽĨ ,ĂǁĂŝ͚ŝ ĞƉĂƌƚŵĞŶƚ ŽĨ ĚƵĐĂƟŽŶ ĚĞǀĞůŽƉĞĚ ĂŶ ͞ĞĂƌůLJ ǁĂƌŶŝŶŐ ƐLJƐƚĞŵ͟ ƚŽ ŝĚĞŶƟĨLJŵŝĚĚůĞƐĐŚŽŽůƐƚƵĚĞŶƚƐǁŚŽǁĞƌĞĂƚƌŝƐŬŽĨŶŽƚĐŽŵƉůĞƟŶŐŚŝŐŚ ƐĐŚŽŽů͘tĞǁŽƌŬĞĚǁŝƚŚĂŐƌŽƵƉŽĨƐĐŚŽŽůƐǁŝƚŚŚŝŐŚͲƌŝƐŬƉŽƉƵůĂƟŽŶƐ͕ ŵĂŶLJ ŽĨ ǁŚŽŵ ƌĂƌĞůLJ ůŽŽŬĞĚ Ăƚ ƚŚĞ ĚĂƚĂ͕ ĂŶĚ ŚĞůƉĞĚ ƚŚĞŵ ĚĞǀĞůŽƉ ĂůĞĂƌŶŝŶŐĐŽŵŵƵŶŝƚLJǁŝƚŚĚĂƐŚďŽĂƌĚƐǁŚŝĐŚƚƌĂĐŬĞĚĞĂĐŚŚŝŐŚͲƌŝƐŬ ƐƚƵĚĞŶƚĂŶĚƐŚĂƌĞĚƐƵĐĐĞƐƐĨƵůƐƚƌĂƚĞŐŝĞƐǁŝƚŚĞĂĐŚŽƚŚĞƌ͘LJĨŽĐƵƐŝŶŐ ŽŶƚŚĞƐĞŬŝĚƐĂŶĚƚŚĞŝƌƌĞĂůͲƟŵĞƉƌŽŐƌĞƐƐ͕ƚŚĞƐĞƐĐŚŽŽůƐŚĂǀĞƐĞĞŶĂ ƐƵďƐƚĂŶƟĂůƚƵƌŶĂƌŽƵŶĚŝŶĂĐĂĚĞŵŝĐƉĞƌĨŽƌŵĂŶĐĞĂŶĚďĞŚĂǀŝŽƌ͘ ƐŽƵƌƐŝŐŚƚƐŚĂǀĞďĞĞŶƐĞƚŚŝŐŚĞƌ͕ŝƚŝƐĂĐŚĂůůĞŶŐĞƚŽĂƉƉƌŽƉƌŝĂƚĞůLJ ĚĞĮŶĞƚŚĞƌŽůĞŽĨƚŚĞ&ŽƵŶĚĂƟŽŶ͘ůĞĂƌůLJ͕ǁĞŚĂǀĞĂǁŝĚĞůLJƌĞĐŽŐŶŝnjĞĚ ĂŶĚ ǀĂůƵĞĚ ƌŽůĞ ĂƐ Ă ĐŽŶǀĞŶĞƌ ĂƌŽƵŶĚ ŝŵƉŽƌƚĂŶƚ ĐŽŵŵƵŶŝƚLJ ŝƐƐƵĞƐ͘ dŚŝƐ ƌŽůĞ ŚĂƐ Ă ĐƵƌƌĞŶĐLJ ĂƐ ŐƌĞĂƚ ĂƐ ƚŚĞ ĚŽůůĂƌƐ ǁĞ ŝŶǀĞƐƚ ŝŶ ƚŚĞ ĐŽŵŵƵŶŝƚLJ ĞĂĐŚ LJĞĂƌ͕ ĂŶĚ ǁĞ ǁŽƌŬ ŚĂƌĚ ƚŽ ĐƵůƟǀĂƚĞ ƚƌƵƐƚ ĂŵŽŶŐ ŶŽŶƉƌŽĮƚ͕ĐŽŵŵƵŶŝƚLJ͕ƵŶŝŽŶ͕ďƵƐŝŶĞƐƐ͕ĂŶĚŐŽǀĞƌŶŵĞŶƚůĞĂĚĞƌƐĂŶĚ ŝŶƐƟƚƵƟŽŶƐ͘/ƚĂůƐŽƌĞƋƵŝƌĞƐĂĚŝīĞƌĞŶƚƐĞƚŽĨƐŬŝůůƐĂŵŽŶŐƚŚĞƐƚĂīĂƚ ƚŚĞ &ŽƵŶĚĂƟŽŶ ƚŽ ĐƵƌĂƚĞ ƚŚĞƐĞ ƌĞůĂƟŽŶƐŚŝƉƐ ĂŶĚ ƚŽ ĨĂĐŝůŝƚĂƚĞ ƚŚĞƐĞ ĐŽŶǀĞƌƐĂƟŽŶƐ͘ ^Ɵůů͕/ĂŵŵŝŶĚĨƵůŽĨƚŚĞĨĂĐƚƚŚĂƚ͕ŝŶŵĂŶLJŝŶƐƚĂŶĐĞƐ͕ We have our hands ǁĞ ŚĂǀĞ ŽƵƌ ŚĂŶĚƐ ŽŶ ƌĞƐŽƵƌĐĞƐ ƚŚĂƚ ŵĂŶLJ ǁŽƵůĚ ůŝŬĞ ƚŽ ĂĐĐĞƐƐ͕ ĂŶĚ ƚŚĞ ƉŽǁĞƌ ĚLJŶĂŵŝĐƐ ĂƌĞ ƟůƚĞĚ on resources that ŽƵƌ ǁĂLJ͘ KŌĞŶ ĚŽŶŽƌƐ ĂŶĚ ŽƚŚĞƌ ĨŽƵŶĚĂƟŽŶƐ ũŽŝŶ many would like ƚŚĞƐĞĞīŽƌƚƐďĞĐĂƵƐĞŽĨƚŚĞĞŶĐŽƵƌĂŐĞŵĞŶƚŽĨƚŚĞ to access, and the &ŽƵŶĚĂƟŽŶ ĂŶĚ͕ ĂůŽŶŐ ǁŝƚŚ ŽƵƌ ŽǁŶ ĚŽŶŽƌƐ ĂŶĚ power dynamics are ĨƵŶĚƐ͕ ǁĞ ƌĞĐŽŐŶŝnjĞ ƚŚĞ ĮĚƵĐŝĂƌLJ ƌĞƐƉŽŶƐŝďŝůŝƚLJ ǁĞ tilted our way. ŚĂǀĞ ƚŽ ŵĂŬĞ ǁŝƐĞ ŝŶǀĞƐƚŵĞŶƚƐ ŽŶ ƚŚĞŝƌ ďĞŚĂůĨ͘ ^Ž ǁĞ ĐĂŶ͛ƚ ƌĞĂůůLJ ďĞ Ă ƉĂƐƐŝǀĞ ƉĂƌƟĐŝƉĂŶƚ͕ ĂŶĚ ǁĞ ƐƚƌƵŐŐůĞǁŝƚŚƚŚĞŶŽƟŽŶƐŽĨŚƵŵŝůŝƚLJůŝŬĞŵĂŶLJŽƚŚĞƌƐŝŶƚŚĞƌĞƉŽƌƚ͘ tŚĂƚŚĂƐǁŽƌŬĞĚďĞƐƚŝƐǁŚĞŶǁĞĨŽĐƵƐŽŶƚŚĞĚĞƐŝŐŶŽĨƚŚĞĞīŽƌƚ ĂŶĚŶŽƚƚŽƉƌĞƐĐƌŝďĞƚŚĞŽƵƚĐŽŵĞ͘'ĞƚƚŚĞƌŝŐŚƚƉĞŽƉůĞƚŽƚŚĞƚĂďůĞ͕ ĐƌĞĂƚĞĂƉƌŽĐĞƐƐƚŽĞŶŐĞŶĚĞƌƚƌƵƐƚ͕ďƵŝůĚĂƐŚĂƌĞĚǀŝĞǁ͕ĂŶĚĂůůŽǁƚŚĞ ŐƌŽƵƉƚŽĚĞƚĞƌŵŝŶĞƚŚĞŐŽĂůƐĂŶĚƉƌŝŽƌŝƟĞƐ͘&ŽƐƚĞƌĂŶĂƚŵŽƐƉŚĞƌĞŽĨ ĐŽŶƟŶƵŝŶŐĐŽŵŵŝƚŵĞŶƚ͕ĐŽůůĂďŽƌĂƟŽŶ͕ĂŶĚĨŽĐƵƐ͘

The hardest part of the changing paradigm for foundations to make a more substantial difference is cultural.

ƚŽ ŽŶĞ ƚŚĂƚ ŝƐ ĐŽͲĐƌĞĂƚĞĚ ĂŶĚ ƐŚĂƌĞĚ ƚĂŬĞƐ ĚŝīĞƌĞŶƚƐŬŝůůƐĂŶĚƉƌŽĐĞƐƐĞƐ͘tŽƌŬŝŶŐƚŽĐƌĞĂƚĞĂ ĐƵůƚƵƌĞƚŚĂƚŝƐŵŽƌĞĂďŽƵƚŵƵƚƵĂůƌĞƐƉŽŶƐŝďŝůŝƚLJ ĂŶĚůĞƐƐĂďŽƵƚŐƌĂŶƚĞĞĂĐĐŽƵŶƚĂďŝůŝƚLJǁŝůůŵĞĂŶ ŶĞǁĂŐƌĞĞŵĞŶƚƐĂŶĚƐƚƌƵĐƚƵƌĞƐ͘/ƚƐƟůůƌĞƋƵŝƌĞƐ ůĞĂĚĞƌƐŚŝƉ͕ďƵƚŝŶĂĚŝīĞƌĞŶƚǁĂLJ͘

/Ŷ,ĂǁĂŝ͚ŝ͕ĂƉŽƉƵůĂƌƐƉŽƌƚŝŶǀŽůǀĞƐƌĂĐŝŶŐ ƐŝdžͲƉĞƌƐŽŶ ŽƵƚƌŝŐŐĞƌ ĐĂŶŽĞƐ ůŽŶŐ ĚŝƐƚĂŶĐĞƐ͘ dŚĞ ƉĞƌƐŽŶ ŝŶ ĨƌŽŶƚ͕ ĐĂůůĞĚ ƚŚĞ ƐƚƌŽŬĞ͕ ƐĞƚƐ ƚŚĞ ƉĂĐĞ ďLJ ǁŚŝĐŚ Ăůů ƚŚĞ ŽƚŚĞƌƉĂĚĚůĞƌƐĨŽůůŽǁƚŚĂƚƉĞƌƐŽŶ͛ƐƚĞŵƉŽ͘dŚĞƐƚƌŽŬĞ ŝƐƚŚĞŵŽƐƚǀŝƐŝďůĞŵĞŵďĞƌŽĨƚŚĞĐĂŶŽĞĂŶĚ͕ƚŽƚŚĞ ƵŶŝŶŝƟĂƚĞĚ͕ĂƉƉĞĂƌƐƚŽďĞƚŚĞůĞĂĚĞƌ͘ dŚĞƉĞƌƐŽŶŝŶƚŚĞĨĂƌďĂĐŬŝƐƚŚĞƐƚĞĞƌƐŵĂŶ͘DŽƐƚŽĨƚŚĞ ƟŵĞ͕ƚŚĞƐƚĞĞƌƐŵĂŶũŽŝŶƐŝŶǁŝƚŚƚŚĞƌĞƐƚŽĨƚŚĞƉĂĚĚůĞƌƐ͘ Ƶƚ ĞǀĞƌLJ ŽŶĐĞ ŝŶ Ă ǁŚŝůĞ͕ ŝŶ Ă ĚĞŌ ĂŶĚ ŶƵĂŶĐĞĚ ŵŽǀĞ͕ ŚĞ ŽƌƐŚĞĚŝƉƐƚŚĞƉĂĚĚůĞƚŽŽŶĞƐŝĚĞŽĨƚŚĞĐĂŶŽĞŽƌƚŚĞŽƚŚĞƌƚŽ ĂůƚĞƌ ƚŚĞ ĚŝƌĞĐƟŽŶ ĂŶĚ ĚĞƚĞƌŵŝŶĞ ƚŚĞ ĐŽƵƌƐĞ͘ /͛Ě ůŝŬĞ ƚŽ ƚŚŝŶŬ ƚŚĂƚ ĨŽƵŶĚĂƟŽŶƐĐĂŶƉůĂLJƚŚŝƐƌŽůĞǁĞůů͘

Kelvin H. TaketaŝƐƚŚĞĐŚŝĞĨĞdžĞĐƵƟǀĞŽĸĐĞƌ ŽĨ ƚŚĞ ,ĂǁĂŝ͚ŝ ŽŵŵƵŶŝƚLJ &ŽƵŶĚĂƟŽŶͶ ŽŶĞ ŽĨ ƚŚĞ ŽůĚĞƐƚ ĂŶĚ ůĂƌŐĞƐƚ ĐŽŵŵƵŶŝƚLJ ĨŽƵŶĚĂƟŽŶƐ ŝŶ ƚŚĞ ŶĂƟŽŶ͕ ĐĞůĞďƌĂƟŶŐ ϭϬϬ LJĞĂƌƐŽĨƐĞƌǀŝŶŐ,ĂǁĂŝ͚ŝ͛ƐĐŽŵŵƵŶŝƟĞƐ͘^ŝŶĐĞ ŚŝƐĂƉƉŽŝŶƚŵĞŶƚŝŶϭϵϵϴ͕ƚŚĞ&ŽƵŶĚĂƟŽŶŚĂƐ ďĞĐŽŵĞ ƚŚĞ ůĞĂĚĞƌ ŝŶ ĨĂĐŝůŝƚĂƟŶŐ ĐŚĂƌŝƚĂďůĞ ŝŶǀĞƐƚŵĞŶƚƐ ŝŶ ,ĂǁĂŝ͚ŝ͕ ĚŝƐƚƌŝďƵƟŶŐ ŵŽƌĞ ƚŚĂŶΨϱϬŵŝůůŝŽŶĂŶŶƵĂůůLJĨŽƌƉƌŽŐƌĂŵƐĂŶĚ ŝŶŝƟĂƟǀĞƐ͕ ĂŶĚ ŚĂƐ ĞĂƌŶĞĚ ĚŝƐƟŶĐƟŽŶ ĂƐ Ă ƚƌƵƐƚĞĚĐŽŵŵƵŶŝƚLJƌĞƐŽƵƌĐĞĂŶĚĐŽŶǀĞŶĞƌ͘&ŽƌϭϴLJĞĂƌƐ͕dĂŬĞƚĂƐĞƌǀĞĚ ŝŶ ǀĂƌŝŽƵƐ ĞdžĞĐƵƟǀĞ ƉŽƐŝƟŽŶƐ Ăƚ dŚĞ EĂƚƵƌĞ ŽŶƐĞƌǀĂŶĐLJ͕ ŝŶĐůƵĚŝŶŐ ĨŽƵŶĚŝŶŐĂŶĚůĞĂĚŝŶŐŝƚƐǁŽƌŬŝŶƚŚĞƐŝĂͬWĂĐŝĮĐZĞŐŝŽŶ͘,ĞŚĂƐďĞĞŶ ƌĞĐŽŐŶŝnjĞĚďLJdŚĞEŽŶWƌŽĮƚdŝŵĞƐĂƐŽŶĞŽĨƚŚĞ͞ϱϬŵŽƐƚƉŽǁĞƌĨƵů ĂŶĚŝŶŇƵĞŶƟĂůƉĞŽƉůĞ͟ŝŶƚŚĞƐĞĐƚŽƌƐĞǀĞƌĂůƟŵĞƐ͘

tŝƚŚŽƵƚ Ă ĚŽƵďƚ͕ ƚŚĞ ŚĂƌĚĞƐƚ ƉĂƌƚ ŽĨ ƚŚĞ ĐŚĂŶŐŝŶŐ ƉĂƌĂĚŝŐŵ ĨŽƌ ĨŽƵŶĚĂƟŽŶƐƚŽŵĂŬĞĂŵŽƌĞƐƵďƐƚĂŶƟĂůĚŝīĞƌĞŶĐĞŝƐĐƵůƚƵƌĂů͘DŽǀŝŶŐ ĨƌŽŵĂŶĞŶǀŝƌŽŶŵĞŶƚǁŚĞƌĞƐƚƌĂƚĞŐŝĞƐĂŶĚŐŽĂůƐĂƌĞĐƌĞĂƚĞĚŝŶƚĞƌŶĂůůLJ ϯϮ | KZ&>d/KE^KEd,&hdhZK&&KhEd/KEW,/>Ed,ZKWz

d,EdZ&KZ&&d/sW,/>Ed,ZKWz | ϯϯ

Profile for Hawaii Community Foundation

Kelvin Taketa contribution to CEO Reflections on the Future of Foundation Philanthropy 122016  

Kelvin Taketa contribution to CEO Reflections on the Future of Foundation Philanthropy 122016  

Profile for hcfhawaii