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Place-based giving - PowerPoint Presentation

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Place-based giving - PPT Presentation

Institute for Voluntary Action Research amp London Funders research findings and framework AIMS Map the field of placebased approaches used by UK trusts and foundations Arrive at a common language to describe the phenomenon of placebased ID: 577144

place based foundation time based place time foundation funding work community working risk approaches high people funder level long term contribution area

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Slide1

Place-based giving

Institute for Voluntary Action Research & London Funders research findings and frameworkSlide2

AIMS

Map

the field

of

place-based approaches

used by UK trusts and foundations

Arrive

at a common language to describe the phenomenon of place-based fundingIdentify the pitfalls and successes of a range of place-based funding approaches

APPROACHCollaborative study – working with London Funders and steering group of six foundationsRapid review of existing literature – available at ivar.org.uk or londonfunders.org.ukSample of 21 trusts and foundations engaged in thinking about placeInterviews with more than 50 staff, trustees and partners – perceptions, experiences and opinions

Research

overviewSlide3

Participants

BIG Lottery Fund (

Our Place

Scotland)

Building Change Trust

City

Bridge Trust (City

Philanthropy) Comic ReliefCommunity Foundation Tyne & Wear and NorthumberlandCripplegate FoundationEast End Community Foundation (Newham Giving) Esmée Fairbairn Foundation

Garfield Weston FoundationHackney CVS (Hackney Giving) Joseph Rowntree Foundation Lankelly Chase Foundation Lloyds TSB Scotland Local Trust Quartet Community Foundation Rank Foundation Sir George Martin Trust John Lyon’s Charity Tudor Trust UKCF

Wade’s Charity

Wales Funder ForumSlide4

What is place-based funding?

Based on the

research and subsequent discussions, it seems that a useful way to

describe place-based funding by trusts and foundations is

:

 

Targeted

investment in defined geographic areas We use the term ‘investment’ to describe a package of support which might comprise funding (large sum or multiple grants), ‘capacity building’, networking/convening, influencing activity, etc. Slide5

Why use

place-based

funding?

Way

of achieving

change

by working in discrete areaResponding to external environment/context shifts (both positive and negative) Desire to engage

more ‘meaningfully’ with an area To give more effectively and respond to need by being more informedBetter coverage/getting the money ‘out’Slide6

HOW IS PLACE-BASED FUNDING DELIVERED?

Range of

approaches in

use:

one-off project to whole scale strategy; run centrally to locally governed and delivered

FIVE CROSS-CUTTING THEMES Where to work – including purpose, identification, scoping and existing capacity Routes

in – use of trusted intermediaries (community anchors; community foundations; leaders; other fundersUnderstanding your role – purpose, contribution, exploring new/different role Partnerships and relationships - Commitment to partnership working and efforts to reframe funder/grantee relationships. Wide range of partners Community-led approaches – some indication that using these approaches raises the same questions, challenges as other place work but perhaps intensified If

you are a national funder wanting to support change in a local place, make sure you have got the right people on board an you know what the levers are, who can pull them

.

”Slide7

WHAT IS SUCCESS?

Evaluating/assessing

impact is hard

generally – not just in place-based

work

Changes being sought at area level are likely to take

time and long-term nature

of the work can make understanding success trickyDesire/need to understand the role and contribution of funder above and beyond individual grants but many struggling Place-based work often about learning and trying new ways of working - also means thinking about success and measurement in a different

wayAwareness of the importance of process in place-based work Slide8

Enables working long-term on complex issues with a focus on learning

What are the perceived benefits of working in this way?

Funding is more informed by local knowledge and insight

Getting

the money out or maintaining spend

Multi-year

funding

commitment gives confidence

to communities and enables organisations to planWorking in partnership helps get buy-in, build momentum and means delivery on the ground is more informed Access and reach into communities is improved – particularly through work with community foundations

1

2

3

4

5

6Slide9

What are

the challenges

of place-basedfunding?

Articulating/being clear about the vision

(and engaging others with/in it

)

Partnerships and collaboration – take time to manage; getting the right match of partner and process; managing expectationsBeing national/operating locally – how to stay informed, build

relationshipsTime – resource intensive, organisations and staff may need capacity built to work long-termRisk and uncertainty – different types of funders have different relationships with risk; managing trustees expectations; mismatch between aims and processes/policiesBe willing to take a risk and make investments that might not always turn out as you would like.“”Slide10

Emergent framework of understanding

Findings

suggest that there are a number of

questions that it is helpful to ask when considering place-based investment.Slide11

01.

What is your

motivation?

Targeting an issue

Addressing ‘cold spots’

Responding to policy context

Testing a model or approach

Targeting areas of high deprivation

Being based thereSlide12

02.

What contribution do you hope to make?

Responsive

Funding

of ‘good things

S

trategicSystems or community changeSlide13

03.

What is the geographic focus/remit?

Street/neighbourhood

Ward/village

Borough/district

Town

City

RegionCounty

Most of the examples in our study are at this levelSlide14

Based on

these choices, at least eight questions will need answering with the ‘sliders

’ positioned accordingly …Slide15

Funder-driven

Community-led

01. Where will control sit?

Risk averse

Comfortable with risk

02. What is your attitude

to risk and

uncertainty?

Learning about what happensTangible, measurable, difference03. What is your position on impact?Slide16

“You

don’t know and shouldn’t know what a catalysing effect might have

.”

 

“From

a governance perspective it was a very different approach for

us …

so we have had to do things differently. If you endow an independent body then it is independent and that has challenged some of our more traditional approaches and thinking … it moves away from our traditional monitoring and impact measurement processes.” “There is an element of plate spinning and responding to change that is harder to

measure.”Slide17

Transactional

Relational/ partnership

04. What kind of behaviour is required?

Low

High

05. What commitment

of

staff time/effort is needed?Slide18

Short-term

Long-term

06. What duration

of

involvement is required?Slide19

Low

High

07. What is your existing

knowledge level

of the area?

Quick

Intensive/slower

08. How long will setting up take?Slide20

Strategic

High

Target

an issue

Respond to policy context

Test a model

Address

‘cold spots’

Being based there

Target areas of high deprivation

Responsive

Low

Street

County

Contribution

Geographic

level

Design

Control

Risk

Impact

Existing knowledge of the area

 

Delivery

Duration of involvement

Staff time and resources

Behaviour/level

of engagement

Set-up time

Strategy

MotivationSlide21

Funders in their own words

Take

a long time, spend a lot of money! Take time getting to understand communities and don’t just parachute in ... and don’t just rely on desk-based research – take time to understand areas and go out and meet people.There

are plenty of examples where a funder is pursuing a valid initiative, but because they don't talk to local people they duplicate. They get their own people, get their own office. They use up resources, time and energy when some of us are sitting here saying that there is already stuff going on. It's about being

joined-up

.

It’s all about relationships. Important to have clarity on who you want to influence and what you want to achieve. Important to get into it in the right way and with the right people, not necessarily just working with the people you know or those who shout loudest

.“”“”

“”Be willing to take a risk and make investments that might not always turn out as you would like.“”Slide22

01.

Could the framework be a useful tool?

02.

What

is useful about it? Is there anything that doesn't work or that is

missing?

03. What are the challenges/opportunities that you have found in place-based funding?04. What have you found works/helps in using place-based

approaches?Discussion in groupsSlide23

Contribution

Geographic levelDesign

ControlRiskImpactExisting knowledge of the area DeliveryDuration of involvementStaff time and resourcesBehaviour/level of engagementSet-up timeStrategic

High

Target

an issue

Respond to policy context

Test a model

Address

‘cold spots’

Being based there

Target areas of high deprivation

Responsive

Low

Street

County

Strategy

Motivation