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Racial Equity Case Stories

To complement the learnings from the Racial Equity Organizational Self-Assessments, the Forum commissioned Community Centered Evaluation and Research (CCER) to uplift and share PSO members’ racial equity learning journeys through the development of in-depth case stories.

The case stories capture the wide range of experiences of PSOs across varying geographic regions and organizational size and breadth of focus. Forum PSO member organizations reflected and shared their internal and external racial equity journeys through one-on-one, in-depth interviews conducted with various staff members.

2023 Case Stories

Leading With Internal Equity: The Case Story of Hispanics in Philanthropy

The story of Hispanics in Philanthropy’s racial equity journey offers an example of prioritizing deep work within the organization. By strengthening equity internally, HIP seeks to live its values and build an organizational culture and practices that support and reflect its external equity work.

Download HIP's Case Story

A Strongly-Rooted Racial Equity Journey: The Case Story of Northern California Grantmakers

The story of Northern California Grantmakers’ racial equity journey provides a roadmap for setting racial equity as the ‘North Star’ and how to operationalize organization-wide racial equity practices.

Download NCG's Case Story

Pushing Toward Equity In Philanthropy: The Case Story of PEAK Grantmaking

PEAK Grantmaking’s racial equity journey is a story of balancing broad efforts to advance equity across philanthropy with an internal equity journey. Interviews with seven insiders (leaders, staff, and board members) at PEAK shed light on how the organization is evolving, grappling with tensions, and seeking to live its values. 

Download PEAK's Case Story

Seeding A Racial Equity Lens: The Case Story of Wisconsin Philanthropy Network

The story of Wisconsin Philanthropy Network’s racial equity journey highlights the importance of creating shared language and understanding to deepen Board and member engagement in advancing racial equity strategies.

Download WPN's Case Story

2022 Case Stories

Funders Together to End Homelessness: A Racial Equity Learning Journey

Funders Together to End Homelessness began its racial equity journey in 2016. Its case story explains how the PSO named racial equity in its strategic plan and embarked on a learning journey together with its board, staff, and members to normalize the conversation about structural and historic racism and how it contributes to disparities in the homelessness system. The story also describes how Funders Together created a two-year community of practice, called Foundations for Racial Equity (FRE), that has been a critical part of its journey, and how its codified its racial equity work through the creation of its Commitment to Racial Equity.

Download Funders Together's Case Story

Southeastern Council of Foundations: An Experiential Racial Equity Journey

In early 2018, the Southeastern Council of Foundations (SECF) along with its board undertook a racial equity learning journey in order to develop an Equity Framework that would describe and define SECF’s character, what it stood for, and what its leaders were willing to fight for.

Download Philanthropy Southeast's Case Story

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