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The Philanthropy Index

 

Mission and Strategic Plan

Vision  |  Theory of Change  |  Core Beliefs  |  Methodology


The Board and staff of SRDI recently spent 16 months engaged in a strategic planning process. With the support of Strategic Interventions, we interviewed 40 stakeholders, studied the environment, analyzed our work and structure and came up with a clear vision, theory of change and a new mission statement. Here is a summary of our critical strategic shifts.

 

Vision Statement:

SRDI envisions:

A nation that values and invests in rural communities.

The Southeast as a region where rural communities -- with legacies of injustice, abuse and indifference -- have the vision, will and resources to be just, inclusive and sustainable.

Rural places that young people choose to call home.

Theory of Change:

SRDI believes that change happens when the following four strategies are effectively intertwined at the local level:

Community economic development is economic development that is initiated and controlled by the people that live in the community.   CED builds on a community’s assets – human, natural, organizational, cultural, historic and simultaneously focuses on three bottom lines – economic benefit, equity and inter-generational sustainability.

Community organizing seeks to build power with and for the traditionally power-less and builds peoples’ capacity to analyze, strategize, mobilize and act.

Policy advocacy means using research, communications and coalition-building to change the decisions and policies of the public sector.

Community-based philanthropy is philanthropy that believes that all people in a community can both contribute to the development of endowment assets and be involved in philanthropic decision-making.  Grassroots philanthropy addresses the underlying causes of inequality, not just its symptoms.

Beliefs that Guide our Work:

Strong grassroots organizations employing multiple strategies are essential to building just and sustainable communities in the rural South.   Such organizations must be able to envision and help construct just and healthy rural communities.   They must also be legitimate players in and shapers of community development processes.

Building grassroots organizations in resource-starved communities takes time, commitment and money.   Organizations need core money for their core work, beyond funding for specific projects.   A continuing flow of philanthropic and public resources is essential.

State/regional intermediaries are key to making local organizations sustainable – providing technical, financial and organizational support.

Cultures of low expectation are a prevalent and debilitating feature of many rural communities in the South.   Generating optimism about a rural community’s future is an essential step.

New relationships – crossing race, class and age – at the community level are essential for change.   This requires new leadership models.   We must build models for effective organizations that work for the average rural community and are not dependent on extraordinary leadership to succeed.

Capital and the organizational capacity to effectively utilize capital must be built simultaneously–breaking down the “chicken-and-egg” dilemma.   CED organizations must also get to scale to effectively compete with industries of last resort.   And ‘scale’ must be redefined in ongoing discussion about what constitutes a healthy rural community.

Unleashing capitalfrom public, private and philanthropic sources from outside the community to support innovation and leverage resources from within must happen.   Wealth building is a key strategy for defeating poverty for the long-term.

Methodology:

This is what SRDI does and how we do it:

Recall our history.   The South has a history of oppression and exploitation as well as one of struggle, triumph and change.   We make sure the important lessons aren’t lost and the untapped assets and unmet needs aren’t forgotten.

Conduct action research.   Good data can be a powerful tool.  We elevate the data that come from individual communities and conduct and disseminate research that illuminates the pervasive disparity in resources.  We also help community members understand and use this data to articulate a new vision and capture new opportunities.

Ask hard questions.   SRDI continually challenges injustice and inequity or to support those who take principled positions.   We ask hard questions of ourselves, our partners and those in positions of power

Generate new ideas.   We bring innovative approaches and ideas to the community and promote the places and organizations that are experimenting with promising practices and strategies.

Foster collaboration.   We facilitate respectful collaborations across race, class, age and sector lines; particularly between those with power and those denied it.

Cultivate new leaders.    We encourage and support the development of a wide spectrum of community leaders — including young people — and connect them with their peers across the region.

Use the arts.    Cultural expression is a powerful tool for social change. We seek to incorporate the region’s culture and creativity into all aspects of our work.

Hold to the highest standards of accountability.    We measure our success by the extent to which the collaborative work of staff, board, partners and stakeholders has increased the sustainability, equity and justice of the communities on the ground.

 

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