Funding digital civil society

Since September of last year I've had the honor of being a Visiting Scholar at The David and Lucile Packard Foundation. One of the things I've been doing there is working closely with staff from across the Foundation as they make sense of the emerging landscape of digital civil society. We're working on several public projects that I'll be thrilled to share here and elsewhere when they're ready.

In the meantime, let me share a little of what we're doing and invite you to send resources, join us in thinking about these issues, and helping us plan.

1. What do funders need to think about when funding digital data projects? This is a question we'd been thinking about when I had the opportunity to join Paul Tarini of the Robert Wood Johnson Foundation on a webinar about digital data and philanthropy. Paul and his colleagues had reached out to experts at the Center for Democracy and Technology and assembled a list of questions funders should ask. They graciously gave me permission to share the list at Packard and post it here. Thanks!  You can find the webinar video and the slides that include these questions here.

2. Remember NOLO Press guides for nonprofits? They offer easy to use templates for setting up a nonprofit corporation, including templates for the articles of incorporation, bylaws and other policies. Well, nowadays, the list of policies every civil society organization needs goes further than that - and includes many things, like data policies, terms of service, privacy policies, and IP asset transfer agreements that are hard to wrap your head around. We're working on "Good Data Governance" toolkit/templates that will draw from some of the great work that organizations have already done to draft these policies and make several models available to everyone for their consideration/use/improvement. After all, not everyone wants to spend time developing these (hah!)

3. What are all the ways civil society organizations are using digital data? These are countless. Which won't stop me from trying to count them. With my colleagues at the Packard Foundation we've been tracking ideas and examples on this wiki - please add yours. Here's a snapshot typology I developed for a presentation in Brazil - feel free to improve on this as well. We'll do our best to get some kind of typology out there - your insights are more than welcome.

Thinking today like an historian of tomorrow

I had an interesting conversation with folks at the Atlantic Philanthropies the other day. Atlantic has announced it will spend out its endowment and close up shop - something it is working on quite publicly. One of its concerns is how to make sure that the work it has funded can be used by others.

Now, I entered philanthropy through the side door of a historian-in-training. My interests in grad school (and still today) were in questions of public and private - what's what and who decides? While reading history on the Reconstruction South I became particularly intrigued by philanthropic giving of Northern whites to help educate blacks. I realized that American public schooling held a long, convoluted, not-well-told history of philanthropic involvement and activism. I  went on to write my dissertation about philanthropic giving in the San Francisco public schools in the decades prior to the passage of Proposition 13.

It was not an interest in foundations that led me to this work, it was an interest in how we, as a society, decide what we will support with public dollars (and what we won't). Schooling was an obvious place to look, but you could also turn to public health, social welfare, criminal justice, higher education - almost every public system in the U.S. has a history that involves private dollars, either commercial or philanthropic or both.

So when asked how to think about Atlantic's legacy - how it should store, categorize, apply metadata and search optimization tools to its records - the only advice I could come up with was to think like an historian. How will someone even know to look for the work of this long-gone foundation 50 or 100 years from now? Will it be through a biographical interest in the founder? A historical interest in the Affordable Care Act (one of many issues Atlantic has funded)? And if the foundation is to shut down, how will information catalogued with today's tools be updated for tomorrow's search mechanisms?

There are, of course, professionals who know how to catalogue, preserve, and store information for use in the future, they're called librarians and archivists. So few foundations have made their records available (exceptions can be found at the Rockefeller Archive Center and at Indiana University, and grant making histories of larger foundations exist in the database of The Foundation Center) that our historical knowledge of philanthropy is largely limited to the small universe of organizations whose records are available. See Olivier Zunz's 2011 history, Philanthropy In America, for both a view that extends beyond the few well-archived institutions and a sense of what we're missing.

As foundations begin sharing more information publicly and digitally perhaps they will also begin to think about where their records live on. After all, their tweets are with Twitter and the Library of Congress, Facebook owns their pages (as its does everyone who uses its services), and their tax forms are public record (and, someday, may be easy to access). So what of the material contributions they're making now to the issues they fund - whether it's support for free enterprise or the Affordable Care Act? What of the research they fund, the organizations they support, the evaluations they use, or the collaborations and advocacy initiatives of which they are part?

Future historians looking to understand the issues that today's foundations work on will need to be able to find traces of philanthropy in the archives and documentary history of those issues or they'll never look any further. Whether it's healthcare, immigration reform, marriage equality, or charter schooling the future history of philanthropy will be written within the issues it funds. The time to think about how that history will be found is now.