Post on 14-Aug-2020
Consumer Health Foundation
Strategic Plan2014-2016
Table of Contents
Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Theory of Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
• Grantmaking and Capacity Building . . . . . . . . . . . . . . . . . . 3
• Strategic Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
• Strategic Partnerships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
• Mission-Consistent Investing . . . . . . . . . . . . . . . . . . . . . . . . . 5
• Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Spending Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Logic Model & Theory of Change . . . . . . . . . . . . . . . . . . . . . . . . . . 7
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EXECUTIVE SUMMARY
TheConsumerHealthFoundation’sstrategicplanreflectsbothcontinuityandchange.Weremaincommittedtoour core values of consumer voice and engagement, equity and social justice, health care for all, partnerships, innovationandrisktaking,sharedlearningandaccountability.Wewillcontinuetoaddressthelackofaccesstohighqualityaffordablehealthcareaswellasthesocialdeterminantsofhealth.Bysocialdeterminants,wemeanthemanyaspectsofasocietythatenablepeopletothrive—alivingwagejob;affordablehousinginasafeneighborhood;accesstoqualityandaffordablefood,reliabletransportation,educationalopportunitiesandextensivesocialnetworks;andfreedomfromdiscriminationinallofitsforms,bothpersonallyandinstitutionally.
Overthepastfiveyears,CHFhasfocuseditsgrantmakingresourcesonadvocacytocreatesystemschangeinanumberoftheseareaswithinourhealthcareaccessandhealthjusticeportfolios.Webelievethatfundingadvocacyiscriticaltoachievingourmission.Movingforward,wewillmaintaintheseportfolios;however,wewillfocusontwoprogrammaticprioritiesinalignmentwithourupdatedspendingpolicy(seepage6) . These programmatic priorities include:
� Afocusonadvocacyforeconomicjustice(seepage3formoredetail) in order to stem the tide of rising income inequality in our region . One of the most important and enduring relationships, documented in publichealthresearch,isthatbetweenlowincomeandpoorhealth.
� Afocusonadvocacyforhealthreform,duetothechanginghealthpolicylandscape(seepage3formoredetail).Thisportfoliowillnotonlyfocusonhealthreformimplementationbutalsothefactorsthatwillsupport health system reform, such as the cost of care and consumer engagement .
Webelievethatthesetwoprogrammaticfocusareasaffordusthegreatestopportunitytoachievehealthequity,whichwedefineintwoways.Thefirstisagoalorienteddefinition:theabsenceofsystematicdisparitiesinhealth(orinthemajorsocialdeterminantsofhealth)betweensocialgroupswhohavedifferentlevelsofunderlyingsocial advantage and disadvantage1 . The second is a process: the assurance of the conditions for optimal health forallpeople,whichrequiresvaluingallindividualsandpopulationsequally,rectifyinghistoricalinjustices,andaddressingcontemporaryinjusticesbyprovidingresourcesaccordingtoneed2 . In addition, the Foundation has anexplicitcommitmenttoracialequitywhichwedefineinthecontextofhealthasagoalandaprocesswherebypeopleofcolorhaveanequalopportunitytoliveahealthyanddignifiedlife.
CHF’supdatedspendingpolicyisdesignedtobetterassureperpetuity,andtheBoardofTrusteesandstaffoftheFoundationarecommittedtoseekingoutrevenuegenerationopportunitiesasastrategytobringnewandincreasedfundstotheworkandthatofournonprofitpartners.Theseopportunitieswillbebothmission-alignedandcapableofattractinginvestmentsfromnewpartners.
Alongwiththesemoresignificantchanges,wehavemadeclearerourcommitmenttotwoareasofwork:mission-consistent investing and strategic communication to advance racial equity . See page7 for our revised logic model andtheoryofchange,whichhighlightthesechanges.
Wearegratefultothosewhoprovidedinputaswedeliberated,andwelookforwardtoworkingwithyouasweseek to implement this plan and advance health in our region .
1 Braveman,P.&Gruskin,S.(2003).Definingequityinhealth.Journal of Epidemiology and Community Health, 57,254-258.2 Jones,CamaraasquotedinGrantmakersinHealth(2012).Strivingforhealthequity:Opportunitiesasidentifiedbyleadersinthefield.
THEORY OF CHANGE
TheConsumerHealthFoundationenvisionsaregionandanationinwhicheveryonehasanequalopportunitytoliveahealthyanddignifiedlife.By“everyone,”wemeanallpeopleregardlessofrace,ethnicity,immigrationstatus,genderidentity,sexualorientation,disability,age,education,orincome.Ourmissionistoadvocateforhealthandracialequitythroughprogramsandinvestmentsthatadvancethehealthandwell-beingoflow-incomecommunitiesandcommunitiesofcolorintheDistrictofColumbia,partsofsuburbanMaryland,andNorthernVirginia .
Ourprograms–grantmakingandcapacitybuilding,strategiccommunication,strategicpartnerships,andmission-consistentinvesting–arefocusedoncontributingtothefollowingchanges:
Communitymembersareorganizedandeffectiveadvocatesfortheirownhealthandthehealthoftheircommunities .
Regulations,policiesandprogramsareprotectedoradvancedthatleadtomoreeffectiveandequitablelaborlawsandopportunitiesforworkeradvancement.
Healthandotherpublicbenefitprogramshaveadequateandsustainedfundingandareimplementedeffectivelyandequitably.
Emergingandinnovativeapproachestocreatinganequitableeconomyareimplementedandsustained.
Ourtheoryofchangesuggeststhatthesechangeswillleadtopeopleofcolorandpeoplewithlowincomehavingaccesstoqualityandaffordablehealthcareandmoreopportunitiestoincreasetheirincomeandwealththattogetherenhancetheirabilitytolivehealthyanddignifiedlives.
Webelievethatourgranteepartners,othernonprofitorganizationsandfoundationsareessentialpartnersinachieving our vision and mission .
Agraphicdepictingourtheoryofchangecanbefoundonpage7 .
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PROGRAMS
Grantmaking and Capacity Building Webelievethatfundingadvocacyiscriticaltoachievingourmission.Healthinequitiesarecreatedandreproducedbypoliciesandsystems.Advocacyforlocal,state,andregionalpolicychangeandsystemsreformisessentialtoachievethechangeweenvision.
TheFoundationdefines“advocacy”aseffortstocreatelocal,stateandregionalpolicychangeandsystemsreformsthatbenefitlow-incomecommunitiesandcommunitiesofcolorintheMetropolitanWashington,DCregion.Activitiescouldincludecommunityengagementandorganizingamongresidentsinlow-incomeneighborhoods,developmentofpolicyrecommendations,policyimplementationandmonitoring,budgetandpolicyanalysis,coalitionornetworkbuilding,convening,stakeholderengagementandcollectiveproblemsolvingamongdiversegroups, campaigns, media and communication .
TheFoundationwillfocusontwograntmakingareas,namely:
� Ensuringaccesstoqualityhealthcarewithafocusonadvocacyforhealthreform
� Advancinghealthjusticewithafocusonadvocacyforeconomicjustice
Health Care Access: Focus on advocacy for health reform
CHFbelievesthatreformingthehealthcaresystemcontinuestobeanimportantareaofwork.TheAffordableCareActhascreatedopportunitiesforadvocacy,includingMedicaidexpansion,newhealthinsurancecoverageoptions,communitybenefitregulations,andconsumereducation.Ithasalsoopenedupnewfundingopportunities,including support for community health centers and the community transformation grants focused on prevention . WebelievethatCHF’sstrategicdirectionshouldincludeafocusonhealthreformwithinthecontextofthischanginghealthpolicylandscape.Healthreformadvocacywillincludesupportforpoliciesthatpromotehealthequityandhealthcarecoverageandaccessandaddresshealthcareprogramfinancing,sustainability,costofcareandbudgetand revenue .
Health Justice: Focus on advocacy for economic justice
CHFoperatesontheoverwhelmingevidencethathealthandincomeareinterconnected.Therefore,CHF’sstrategicdirectionwillincludeafocusoneconomicjustice.Economicjusticeadvocacy,forus,willincludesupportforpoliciesrelatedtoworkers’rights,suchaslaborlaws,wageandhourlaws,livingwagestandardsandbenefitsaswellasworkforcedevelopmentandcareeradvancementforthosemembersofourcommunitywhoareunemployed and underemployed .
Field Building Approach to Advocacy Grantmaking and Building a System of Advocacy
Wewillprioritizeafieldbuildingapproachtoouradvocacygrantmaking,designedtocreateandsustainagroupoforganizationsthatareabletoengageinpoliticalenvironmentsanddeveloppolicyrecommendationsintheareas
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ofhealthreformandeconomicjustice.This“systemofadvocacy”requiresstrongnetworksoforganizationsthatareusingvariousstrategiesandhavedifferentcapacities.Thesecapacitiesincludetheabilityto:buildastronggrassrootsbaseofsupport,analyzelegalandpolicyissues,developmediaandcommunicationstrategies,buildandsustainstrong,broad-basedanddiversecoalitionsandalliances,andgenerateresourcestoaccomplishthesegoals.CHFwillworkwithgranteepartnersandothernonprofitorganizationstoidentifythegapsinskillsandotherareasthatwillhelpstrengthenthefield(i.e.,thefieldofhealthreformadvocacyandeconomicjusticeadvocacy).Thegoalistohelpbuildthecapacitiesofcommunitiesandthefieldtoeffectchangesatthesystemslevel.
Inpractice,CHFmayconsidertacticssuchasadoptingcollaborativeapproachestofunding,hostingconveningswithadvocatestomapstrategy,andaligninggrantmakingwithotherfundersthatmaybesupportingorganizationsbeyondthosesupportedbyCHF.
Innovations/Special Projects.
Inadditiontoourcoreadvocacyfunding,theFoundationwillfocusitsgrantmakingandcapacitybuildingsupportontwoareas–communitywealthbuildingandracialequity.
Community Wealth Building
Increasingly,wearelearningthatwealthmaybeevenmoreimportantthanincomeinsustaininghealthandwell-beingofindividualsandcommunities.Inadditiontoadvocacyforeconomicjustice,whichseekstocreatechangesinthecurrenteconomicsystem,weareinterestedinseedingemergingandinnovativeapproachestocreatinganequitableeconomy.Thiscouldtaketheformofemployee-ownedcooperativesorothercommunitywealthbuildingapproaches .
Racial Equity
TheFoundationdefines“racialequity”asbothagoalandaprocesswherebypeopleofcolorhaveanequalopportunitytolivehealthyanddignifiedlives.Wewillsupportinitiativesandprogramsthatwilladvanceracialequityinorganizations,coalitionsoralliances.
Strategic CommunicationTheFoundationwillbuildonourcommunicationworktofurtheradvanceoureffortsaroundhealthandracialequity.Ourstrategiccommunicationseekstoraiseawarenessandsupportactiontowardracialequityandwillalsohighlighttheracialequitydimensionsofhealthreformandeconomicjustice.Wewillidentifyopportunitiesinpartnershipwithnonprofitorganizationsandfoundationstoraisetheawarenessoftheimpactofracismoncommunitiesofcolorandorganizeconveningsthatfocusonracialequity.Wewillusedifferentmethodstoaccomplish this goal such as annual meetings, reports and social media .
Strategic PartnershipsTheFoundationbelievesthatstrategicpartnershipsareessentialtoachievingourmission.Partnershipswithfoundationshaveallowedustoaddresssocialdeterminantsofhealthsuchasworkforcedevelopment,foodsystems,andcommunitywealthbuilding.Wewillcontinuetobuildandparticipateinstrategicpartnershipsthatallowustoadvanceourworkonhealthreform,economicjusticeandracialequity.
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Mission-Consistent InvestingFoundationsarelegallyrequiredtospendaminimumof5%oftheirassetsannuallyoncharitableactivities,withanadditional1-2%spentannuallyonnon-charitableoperations.Foundationsarealsoexpectedtoinvesttheirendowedassetsprudently–seekingareasonablereturnatareasonablerisk.Whileattentionisnaturallyfocusedonafoundation’scharitablespending,moreandmorefrequentlyfoundationsareaskingwhetheramorestrategicinvestmentoftheendowmentcanfurtherthefoundation’smission.TheFoundationwillbuilditsexpertiseinmission-consistentinvestinganddomoretoalignitsinvestmentswithitsmissiontoadvancehealthandracialequity in the region .
EvaluationWewilldevelopanevaluationframeworkforallofourprograms—grantmakingandcapacitybuilding,strategiccommunication,strategicpartnerships,andmission-consistentinvesting.TheevaluationframeworkwillhelptheFoundationidentifyprogresstowardachievingtheintendedchangesineachprogramarea.Forthegrantmakingandcapacitybuildingprogram,theFoundationwillcollaboratewithgranteepartnersindevelopingtheevaluationframework.
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SPENDING POLICY
Thecollapseofthefinancialmarketsin2008hadanunprecedentedimpactonournationaleconomy,ourlocalcommunityandtheConsumerHealthFoundation’sassets.CHF’sinvestmentportfoliolostroughly28%ofitsvalue,fallingfrom$42to$28million,apercentagedeclineconsistentwithpeersnationallybasedonstudiesfromtheFoundation Center and the Chronicle of Philanthropy .
TheFoundationmadeanintentionaldecisiononanannualbasis,throughitsbudgetingprocess,toholditsspendingflatinthefiveyears(2009-2013)followingthe2008collapse.CHFwantedtoberesponsivetothecommunityatatimeofuncertaintyandfinancialduress.
However,theslowrecoveryofthemarket,coupledwithanintentionallyaggressivespendingrate(currentlyat12%),hashadanimpactontheFoundation’sendowment.TheCHFBoardofTrusteesadoptedapolicytoreduceCHF’sspendingraterelativetothethree-yearmovingaverageoftheFoundation’sassetsby1%eachyearforfiveconsecutiveyears,startingat11%in2014.Thegoalistomovetoa7%spendratebytheendofafive-yearperiodandalignourprogrammaticresourceswiththesereductions.ThismoreincrementalapproachwillprovidetimefortheFoundationtoexploreandpursuerevenuegenerationstrategiesdesignedtobringnewdollarstosupportourworktoadvancehealthandracialequityintheregion.
Logic Model & Theory of ChangeV
ISIO
N We envision a region and a nation in which everyone has an equal opportunity to live a healthy and dignified life. By “everyone,” we mean all people regardless of race, ethnicity,
immigration status, gender identity, sexual orientation, disability, age, education or income.
MIS
SIO
N The mission of the Consumer Health Foundation is to advocate for health and racial equity through programs and investments that advance the health and well-being of
low-income communities and communities of color.
OU
TC
OM
ES
People of color and people with low income have access to quality and affordable health care and more opportunities to increase their income and wealth that together
enhance their ability to live a healthy and dignified life.
INT
EN
DE
D
CH
AN
GE
Community members are organized and effective advocates for their own health and the health of their communities
Regulations, policies and programs are protected or advanced that lead to more effective and equitable labor laws and opportunities for worker advancement
Health and other public benefit programs have adequate and sustained funding and are imple-mented effectively and equitably
Emerging and innovative approaches to creating an equitable economy are implemented and sustained
CH
F IN
VE
ST
ME
NT
S A network of diverse grantee partners with a common vision and coordinated strategy advocating for health and racial equity
Influential communication to increase awareness of and action toward health and racial equity
Emerging and innovative approaches to creating health and racial equity
Investment vehicles and social ventures that are aligned with health and racial equity priorities
PR
OG
RA
MS Grant Making &
Capacity BuildingStrategic Communication
Strategic Partnerships
Mission-Consistent Investing
RE
SO
UR
CE
S
• Mission
• Values
• Strategic Plan & Priorities
• Investment Policy
• Logic Model
• Evaluation Plan
• Staff
• Board
• Advisors
• Consultants
• Grantee Partners
• Investment Advisors
• Money for Grants
• Funding Collaboratives
• Memberships
• Mission-Consistent Investing
• Office Space
• Equipment
• Technology
• Annual Meetings
• Reports
• Convenings
• Survey Research
• Website
• Social Media
• Community Members
• Nonprofit Partners
• Regional Primary Care Coalition
• Foundation Partners
• Public Officials
LOGIC MODEL & THEORY OF CHANGE