Marguerite Casey Foundation

Sharing lessons learned in practice is crucial to creating an environment that will encourage discussion and advance the field. In this spirit, the Foundation offers a selection of reports, case studies, tools and essays from our staff as well as outside experts.>

Convenings: Why a Non-grantmaking Strategy is So Important From Our President From our Board Tools For The Field Annual Reports Finanicial Reports Assessment Report Convening Reports Movement Building Equal Voice Magazine Equal Voice for America's Families Formative Papers Evaluation and Open Dialogue Case Studies and Reports from the Field

Convenings: Why a Non-grantmaking Strategy is So Important Grantee convenings have been an important non-grantmaking strategy for Marguerite Casey Foundation since its inception in 2001. Convenings provide grantees an opportunity to collaborate, enable grantees to build stronger networks and improve their capacity to contribute to Movement Building. Five regional grantee convenings were held in 2006 and early 2007; this report presents an overview of the proceedings and the key lessons learned about Movement Building. Click Here

From Our President Why We Put Families First After completing one full year of grantmaking, Marguerite Casey Foundation President Luz Vega-Marquis reflects on the central role that families play in the work of the Foundation, and why it is important to reiterate – and reaffirm – the strategic underpinnings of this family-based approach. Movement Building Over the past eighteen months, the Marguerite Casey Foundation has spent a good deal of time engaged in conversation with people in low-income communities. We convened a series of Listening Circles across the country and invited not only local “experts” but also parents and youth. When we asked their advice on how they would spend $30 million dollars a year to benefit low-income families, they thought hard and spoke from the heart. top


From Our Board The Power and Promise of Philanthropy in the Lives of Vulnerable Children, Youth, and Families A speech by Dr. Freeman Hrabowski III, Board Treasurer "In many ways, the first decade of this century has become a defining period in the evolution of our nation. On the one hand, we see more Americans thriving, more scientific breakthroughs, and more indices of human progress than ever before; on the other hand, we find millions of children and families in poverty. In the wake of September 11th, 2001, we all live in great uncertainty, but these are particularly trying times for our nation’s vulnerable children and families. Never has education been more critical to shaping values and determining the future of our nation; never have the power and promise of philanthropy been more important." top


Tools For The Field Organizational Capacity Assessment Tool The Marguerite Casey Foundation Organizational Capacity Assessment Tool is a self-assessment instrument that helps nonprofits identify capacity strengths and challenges and establish capacity building goals. It is primarily a diagnostic and learning tool. Results from the Assessment can also help grantmakers deepen their understanding of the current capacity of their grantees as well as track their growth in capacity over time. We are pleased to offer the use of our Organizational Capacity Assessment Tool. You and your organization are welcome to use the Tool through the Marguerite Casey Foundation website. top


Annual Reports 2010 Marguerite Casey Foundation Annual Report Marguerite Casey Foundation is proud to share the voices of our grantees and their constituents in the Foundation's 2010 Annual Report. Copies of the annual report can be obtained in hard-copy form by simply requesting them by email at info@caseygrants.org. 2009 Marguerite Casey Foundation Annual Report Marguerite Casey Foundation is proud to share the voices of our grantees and their constituents in the Foundation's 2009 Annual Report. 2008 Annual Report Marguerite Casey Foundation is proud to share the voices of our grantees and their constituents in the Foundation's 2008 Annual Report. Marguerite Casey Foundation 2007 Financial Highlights During this year, we are concentrating our time and resources to the Equal Voice for America's Families Campaign and will not publish an annual report for 2007. The financial highlights for 2007 are presented. 2006 Marguerite Casey Foundation Annual Report Marguerite Casey Foundation is proud to share the voices of our grantees and their constituents in the Foundation's 2006 Annual Report. 2005 Marguerite Casey Foundation Annual Report Thanks to the work of our grantees as they work on national issues at the local level, Marguerite Casey Foundation is more resolute than ever that a movement of working families can transform society. 2004 Marguerite Casey Foundation Annual Report Marguerite Casey Foundation is proud to share the voices of our grantees and their constituents in the Foundation's 2004 Annual Report. 2003 Marguerite Casey Foundation Annual Report No two voices are alike. Each has its own tone, volume, timbre, and depth. Some speak gently and guide by quiet example. Others sing or shout to uplift a crowd. The Marguerite Casey Foundation 2003 Annual Report contains grantee profiles, a history of the Foundation, financial data, a list of grantees, and more. top



Financial Reports Marguerite Casey Foundation 2010 Form 990-PF Marguerite Casey Foundation 2009 Form 990-PF Marguerite Casey Foundation 2008 Form 990-PF Marguerite Casey Foundation 2007 Form 990-PF Marguerite Casey Foundation 2006 Form 990-PF Marguerite Casey Foundation 2005 Form 990-PF Marguerite Casey Foundation 2004 Form 990-PF Marguerite Casey Foundation 2003 Form 990-PF Marguerite Casey Foundation 2002 Form 990-PF Marguerite Casey Foundation 2001 Form 990-PF top


Assessment Report 2009 Impact Assessment Report This new report measures the impact of our work and the collective power of our grantee partners as they engage communities to bring about change for all of America's families. top


Convening Reports Equal Voice: Turning the Corner (2010) Equal Voice: Turning the Corner presents the key lessons that came out of the 2010 Equal Voice National Convening: the Equal Voice vision, building an Equal Voice structure for action, and affirmation that through movement building, communities can achieve long-term social and economic change. Advocacy, the Media and You : Change in a Time of Uncertainty (2009) October 9 and 10, 2009, Marguerite Casey Foundation hosted its 2009 Equal Voice Policy Convening, Advocacy the Media and You: Change in a Time of Uncertainty in San Francisco, CA. Nearly 300 individuals representing families and organizations, all members of a movement known as the Equal Voice Coalition. The report presents a synthesis of the discussion and the key message that came out of the Equal Voice Policy Convening. Convenings: Why a Non-grantmaking Strategy is So Important Grantee convenings have been an important non-grantmaking strategy for Marguerite Casey Foundation since its inception in 2001. Convenings provide grantees an opportunity to collaborate, enable grantees to build stronger networks and improve their capacity to contribute to Movement Building. Five regional grantee convenings were held in 2006 and early 2007; this report presents an overview of the proceedings and the key lessons learned about Movement Building. top


Movement Building Lift Every Voice : Movement Building as a 21st Century Philanthropic Strategy Lift Every Voice looks at movement building and the role of community based organizations and leaders in advancing a national movement. Life Every Voice details the foundation's efforts and that of its grantees to shift national attributes and policies affecting poor and working families by supporting the Equal Voice for America's Families campaign.


Equal Voice for America's Families Magazine Equal Voice Magazine - Winter 2010 Equal Voice, the online newspaper that Marguerite Casey Foundation debuted last winter, strives to give low-income families just that: an “equal voice.” At a time when newspapers are closing and media conglomerates are on the rise, the needs and voices of America’s families must be elevated and heard, not only as human-interest stories but as the starting point for policy discussions. The magazine is a compilation of some of the stories featured on the Equal Voice online newspaper. top


Equal Voice for America's Families Campaign A National Family Platform : Equal Voice for America's Families The testimonies of families at 65 townhall meetings have been synthesized into a cohesive National Family Platform, which represents the shared vision of more than 30,000 families for families in this country and a blueprint for change. Also available in Español Equal Voice for America's Families: National Family Platform (smaller version) The smaller version of the testimonies of families at 65 townhall meetings have been synthesized into a cohesive National Family Platform, which represents the shared vision of more than 30,000 families for families in this country and a blueprint for change. Also available in Español - Chinese Materials In English - click to download Brochure Endorsement Card with Pledge Campaign Fact Sheet Media Kit 2 sided Campaign Fact Sheet in English & Spanish Marguerite Casey Foundation Fact Sheet Informacion en Espanol - clique para imprimir Panfleto Tarjeta de endoso Apuntes Informativos Material in Creole - Click to download 2 sided fact sheet in English & Creole Poste top


Formative Papers Skin in the Game : The Federal Tax System and Poor Families The Impact of the Federal Deficit : Reduction on Poor Families As Congress resumes the deficit reduction debate, particularly through the deliberation of the new and powerful "Supercommittee"poor families have significant in In July 2002, the Foundation concluded a four-month long nationwide information gathering process intended to provide the basis of its grantmaking strategy. This comprehensive fact-finding program was designed to help the staff and Board solicit advice from many of the nation’s leading thinkers in the fields of child and family welfare and consisted of four key elements: Forty “Thinking Papers” Six Listening Circles Phone interviews with more than a dozen experts throughout the country An environmental scan of relevant private funder initiatives Throughout its information gathering, the Foundation’s leaders sought to challenge common assumptions about healthy families and the factors that threaten them. The findings of this research are summarized below. Findings of Thinking Pieces (150kb) Despite the disparate experiences and viewpoints of the many authors of the commissioned thinking pieces, several ideas and concepts appeared again and again in the papers. Marguerite Casey Foundation asked Imagio \| J. Walter Thompson to summarize the findings of the 40 plus thinking pieces, and distill the best ways to support families. Listening Circle Report (278kb) This report was commissioned from the T.L. Hill group to document the ideas generated at Marguerite Casey Foundation’s Listening Circle forums. The Listening Circle gatherings occurred in six cities across the nation and brought together a unique mixture of families, community leaders, state and city officials and activists, all of whom shared their insights on improving the lives of children, youth and families. The Economic and Family Situation of Children in the U.S. and Selected States: 1990 and 1997- 2001 Executive Summary and Overview (772kb) An overview of poverty, family, work and parental presence in the homes of children for major race/ethnic, immigrant generation, and age groups around 1990 and the late 1990's, focusing particularly on the nine states of California, New York, Texas, Florida, Illinois, Massachusetts, Mississippi, New Mexico, and South Dakota. Written by Donald J. Hernandez, Ph.D. The Economic and Family Situation of Children in the U.S. and Selected States: 1990 and 1997 – 2001 Final Report (877kb) A detailed report discussing the demography of children during 1989/1990 and 1998/1999 and the demography of young adults during 1998/1999 regarding their chances of living in (1) poor or near-poor families, (2) working-poor or working-near-poor families, and (3) two-parent or one-parent families. Results are presented for the U.S., and for the states of California, New York, Texas, Florida, Illinois, Massachusetts, Mississippi, New Mexico, and South Dakota. Written by Donald J. Hernandez, Ph.D. At the National Press Club in Washington, D.C. on October 18th, the Foundation released "Different Incomes, Common Dreams", the most comprehensive study that looks at the attitudes of Americans, particularly low-income families' attitudes, before and after Hurricane Katrina. Survey Findings top

Evaluation and Open Dialogue Native Gathering A meeting with Native American elders, activists, select funders and scholars. Building a Foundation to Support a Movement top

Case Studies and Reports from the Field The Worst of Times The Southern Education Foundation (SEF) has released a new report which finds children in the South surviving on less than seven or eight dollars per day. Grassroots Human Rights Policy Guide For Racial Equity Southern Echo Case Study Jackson, Mississippi. Building a movement in the rural south: a challenging backdrop. Labor/Community Strategy Center Case Study Los Angeles, California. 15 years of overcoming organizing challenges in L. A. top


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