Pathways to Economic Opportunity: Barclays and COOP Careers

As wealth and income inequality continue to climb in the United States, some employers are developing innovative models and catalytic partnerships designed to bring new skills, job access, and ultimately economic opportunity to financially vulnerable and historically marginalized individuals.

In a new interview series, Pathways to Economic Opportunity, NationSwell is taking a closer look at some of the solutions companies are pursuing in service of leveling the playing field and expanding their talent pipelines. In spotlighting these partnerships, this series hopes to uncover the “secret sauce” that makes these solutions successful for the benefit of other employers and their leaders.

The first installment featured the Dow Last Mile Fund for Manufacturing & Skilled Trades. Here, in the second installment, NationSwell sat down with members of the teams at Barclays and COOP Careers (COOP) — a nonprofit that aims to provide training, job skills, and peer connections in order to help vulnerable populations overcome underemployment — about their partnership and newly-launched Financial Services track.

Here’s what they had to say:

Bird’s Eye View: Through its partnership with COOP, Barclays aims to equip the next generation of finance professionals with the abilities and networks they need to overcome underemployment while developing a robust network of diverse talent in the financial sector.

In 2023, the partners announced a new Financial Services track designed specifically to help participants find careers in data analytics and finance. The partnership’s pilot semester, which kicked off in August 2023, welcomed 35 students through two separate cohorts, and a spring semester began in mid-February.

Fast Stats: 

  • Every spring and fall, COOP convenes peer cohorts of 16-18 diverse, low-income college grads in New York, California, Illinois, and Florida, focused on three distinct areas: data analytics, digital marketing, and financial services. 
  • In addition to virtual training and skill-building, the program matches motivated first-generation college graduates with alumni coaches to support them in building the professional tools and networks they need for the careers they deserve. 
  • Within 12 months of program completion, four-in-five COOP alumni are fully employed, earning a median of $52,000 per year (median pre-program earnings are $12k (inclusive of both folks that enter the program under or unemployed).
  • COOP’s “head-heart-hustle” approach to curriculum design is 200-hours long and focuses on providing a mix of hard and soft skills, as well as near-peer guidance, social capital, and industry connections.

The Secret Sauce: 

“That’s what it’s all about for us: building social capital. We believe it’s the connections that make a difference in finding that first — or next — great job.” – Patricia Malizia, Senior Director of Marketing and Communications, COOP Careers

1. NationSwell: What’s the origin story of the relationship between Barclays and COOP?

Sarah Wessel, Managing Director of Partnerships at COOP Careers:

The relationship started as a partnership brokered through Robin Hood. The first couple of years were mostly focused on philanthropic support from Barclays, with some volunteer engagements mixed in.

As we got to know each other better, the Barclays Citizenship team approached us to discuss a more formalized partnership between our two organizations, which began maybe three or four years ago. 

Over time, given Barclays’ role in the sector, we realized it was a great opportunity for Barclays to become the lead partner for a new financial services track just as they were thinking deeply about how to diversify their talent pipeline and help more individuals launch careers in financial services.

The partnership has just grown immensely over the last 18 months.

John Kenny, VP, Citizenship team at Barclays:

At Barclays, our Citizenship strategy is focused on employability. Through our LifeSkills program  we’re really focused on how we can help upskill individuals who have historically faced barriers to work and help create pathways into meaningful employment. 

So we look to work with the most impactful partners in this space, and we’ve been so impressed by COOP’s completion  rates, placement rates, and with what COOP participants have gone on to do post-program. 

2. NationSwell: It sounds like the Financial Services track was born out of a trusting partnership and an unmet need. Who were the key stakeholders involved in the early formation of the new curriculum, and what was the critical piece of information that signaled that this was the right time in both programs’ relationship together to launch something new? 

Sarah Wessel, COOP Careers:

It was less about one moment and more about how all of these things converged: strong early partners in the finance sector like Barclays, and a lot of knowledge from our alumni due diligence across the industry. We told ourselves that if we want to scale 10x in New York, we must find a way to access the financial services industry because it is the largest upwardly mobile employer market here. 

And the COOP theory of change is all around social capital and alumni peer mobilization. So everything we do is focused on what our alumni can come back and teach students, and how they can help provide them an entry point into upwardly mobile careers. We view trends in our alumni community as a barometer for how we should be approaching program evolution.

The impetus for this belief that we could help others with entry into the field was when our existing alumni were finding some success in finance jobs. There is a real need, and the talent we were already training was obviously a good fit for the roles that financial institutions are looking to fill. 

If we give our participants more context on the cultural environment in finance and the types of roles they would be applying for, that would really help them feel more confident about  applying for these roles at a larger volume.

3. NationSwell: Sarah, you described a particular need you discovered through all the learning you just walked us through. How is that now reflected in the experience that a participant has in the program? What are the key elements of that journey for them? 

Sarah Wessel, COOP Careers:

Our 200-hour curriculum is oriented around three pillars: head, heart, and hustle.

Head covers the technical skills, and we were able to add quite a number of modules specific to the analytics skill set that they will need going into roles very specific to banking and finance — hard skills such as Excel, SQL, and Tableau 

Heart helps to strengthen soft skills, such as communication, conflict resolution, and time management.

Hustle is about growing job-hunting skills like resume and cover letter writing, email etiquette, and collective networking to start their job search with a plan, a portfolio, and support from peers — and connections.

4. NationSwell: What sort of fingerprint does Barclays have on the curriculum or on the experience program participants are having in the financial services track? 

John Kenny, Barclays:

We’ve brought together leaders from different businesses and functions across Barclays to share their view on what types of skills are important to learn and refine, and then we’ve collaborated with the COOP team to inform the curriculum. That level of collaboration speaks volumes to how COOP is hyper-focused on equipping grads in the program.

We’ve also created guest lecture opportunities, where we have members of our team give seminar-style talks to COOPers, others have taken part in career chats, and dozens have help the COOPers prepare through in-person mock interview sessions held at our office. 

5. NationSwell: How do you select participants? What are the criteria that you’re using? 

Sarah Wessel, COOP Careers:

Any participant interested in applying for COOP fills out a form on our website. From there, they sign up for an info session, which is held in a group format and typically virtual. During that info session, all interested applicants learn about COOP and different career tracks, and they hear alumni that speak about their experience in the program and what they’re doing now so folks can start to understand what they might be interested in pursuing.

The eligibility requirements are that candidates have to make less than $50,000 a year; they have to be able to commit to our program, which is four months long, Monday through Thursday, at night; and then they have to meet two out of the three other requirements to be considered: identify as a first-generation college graduate; have been Pell Grant eligible while they were going through college; or identify as a person of color. 

Over 95% of our participants identify as people of color, and around 85-90% identify as first-generation college graduates. 

If everything looks good and it seems like they’re still motivated to apply, they go forward to a group interview. In this interview, they are given an assignment they have to complete ahead of time and then talk through their process live.

We have a long waitlist, but if you get through the process, we have a pretty high acceptance rate.

There isn’t a second layer of screening that we’re looking for, but there are some personality traits that we’re interested in, because our model is built upon paying it forward. So when looking at who’s really interested in being a part of our program for the long haul, we strongly consider whether they are ready to make the time commitment. 

What I think is really special about COOP is the relationship between the alumni near-peer coach and a cohort member and how they pull them into their industry and help them build their career for the first few years. 

6. NationSwell: What happens after someone completes the program — what sort of support are they receiving on a go-forward basis to take that big step into a career path? 

Sarah Wessel, COOP Careers:

Our program is designed to follow people forever. Folks end up feeling like they can lean on each other throughout their career, which I think is really special.

But in terms of official support from the organization, every single one of our alumni is assigned an alumni manager who is responsible for supporting them with getting their first good job. They meet one-on-one with their alumni manager as many times as they want to do mock interviews, resume reviews, job searching, and talk through any challenges they might be facing. The alumni manager also helps them with negotiating their first offer if they need help with that.

Our alumni managers recently hosted a workshop on overcoming rejection and keeping your motivation high in the job search, which is something that, especially this past year, has been really pertinent to a lot of our participants.

Patricia Malizia, Senior Director of Marketing and Communications at COOP Careers:

We also send an alumni email newsletter every month, which we recently restructured to better serve our alumni. We created a job resources page to ensure all alumni know about the jobs that are open and available. 

We also have a whole section on our website dedicated to supporting our alumni, which we just relaunched to serve our alumni even better. And we have blogs on our website about some of the things that Sarah mentioned, like developing your  resume and cover letters.

Matthew Snitkey, Director, Barclays

We have had the opportunity to hire 11 COOP alumni into Barclays across several teams, including Global Markets Operations. The support and preparation COOP provides is evident and tangible. We’ve been so impressed with how COOP alumni have hit the ground running and have brought diversity of thought and positive results in our process, workflows and controls.

7. NationSwell: What do you think is most helpful for other leaders to know about the DNA of this partnership?

John Kenny, Barclays:

We so often hear people on the Barclays side — including senior leaders and hiring managers — saying how impressed they are with the drive of COOPers. These are folks who have gotten their degrees, many of whom are working full-time, and then dedicate several hours each night to additional intensive learning for extended periods of time. And I think that, in and of itself, exemplifies a level of commitment and a level of interest in the sector that they’re building on at COOP. 

Sarah Wessel, COOP Careers:

The relationship-driven way we’ve built this partnership is a missing link for first-generation college students. Yeah, there’s a need for some skills and aptitude, but as John said, many participants have the drive and the ability to do any number of things — what they need is access. And what Barclays has really done is find a way to provide that access.

Barclays has been open to believing talent can come from anywhere, and that it’s part of their responsibility as corporate citizens to find ways to get all of their staff involved in different communities and provide that access. These students have the ability already — they just need somebody to vouch for them and give them that first good opportunity to succeed. Finding meaningful work is hard. Why should it be lonely?

The Role of Place in Understanding Justice

History is alive in Montgomery, and confronting that history in person is necessary in order to fully reckon with the truth of racial injustice and inequality in America. Once home to the largest population of enslaved Black people in the country — and, later, the heart of the Civil Rights movement — the city has been witness to some of the starkest horrors and most impassioned demonstrations of courage and hope in recorded Black history.  

NationSwell’s recent 3-day immersive experience in Montgomery — “A Journey to Justice” — was designed in partnership with Bryan Stevenson and the Equal Justice Initiative (EJI) with an eye toward the ways being in a place can contribute to a deeper understanding of justice and equity. Witnessing and confronting truths allowed for greater reckoning with the brutality of our past — and allowed us to more deliberately chart the course forward.

By immersing ourselves in truth, our aim with “A Journey to Justice” was to shine a spotlight on our present — and to bring cross-sector leaders together to engage in locally specific, community-centric experiences and conversations that drive toward action.

While difficult to translate, the emotional experience we shared in Montgomery was in turns painful, visceral, sobering, and urgent. We left the city feeling closer to the truth — and to each other — and with a set of clear imperatives that we’ll carry forward with us as we strive to be stewards of narrative and agents of change in the organizations we lead and serve. 

Below is a summary of our immersive experience.

Our whole group of attendees pictured together during Thursday night’s Signature Dinner

Day One

Guided bus tour of Montgomery

We kicked off our time together with a guided tour of some of the city’s key sites with Stephen from More Than Tours, with an eye toward the role each location played in Montgomery’s Black history. The city’s northeast corner abuts the Alabama River, where our journey began. From the Muscogee Creek tribe’s forcible displacement from the Alabama River basin beginning in the early 17th century and the terror of the trans-Atlantic and domestic slave trades, to the Civil Rights history that is now synonymous with Montgomery itself, each stop on the tour served as an anchor to history — and as a living reminder of the fact that we can never fully sever ourselves from our pasts.

As we made our way across the city, we made stops at Martin Luther King Jr.’s parsonage — the site of an attempted targeted bombing in 1956 following the success of the Montgomery bus boycott that still stands — and subtle monuments to the slave trade, including streets with names like “exchange” or “commerce,” that serve as living references to the city’s slave-owning past. 

The “Mothers of Gynecology” sculpture at the More Up Campus

Our final stop on the tour was a visit to the More Up Campus, where we learned the stories of Minnie Lee and Mary Alice Relf — two sisters who were the victims of a federally-funded, forced sterilization campaign in 1973 — and the “Mothers of Gynecology,”  Anarcha, Lucy, and Betsey — the enslaved experimental subjects of the so-called “father of gynecology,” J. Marion Sims — who are memorialized by stunning 15-foot metal monuments.

Day Two

Legacy Museum visit

Located on the site of an old cotton mill, the Legacy Museum was founded and opened by EJI in 2018. Its layout is designed sequentially: The first thing visitors hear are the crashing waves of the Atlantic Ocean before making their way through sections dedicated to slave auctions, the Reconstruction era, terror lynchings and the horrors of Jim Crow, the Montgomery Bus Boycott and the Civil Rights Era, and the echoes of slavery that can be heard today in the American legal systems and mass incarceration. 

Although we had three hours to experience the museum, the overwhelming consensus among attendees was that we could have spent days working our way through all of the rooms and material. In addition to historical and text-based exhibits, the museum also features first-person historical accounts, interactive content, small theaters playing short films, and stunning art installations designed by Black creators.

Every piece of the Museum was thoughtfully, lovingly, and intentionally curated and produced to honor and tell the stories of African Americans that were stolen, lost, separated, brutalized, and killed. By design, the Museum does not allow photos and videos throughout the experience so that every visitor can go on a full journey of truth.

The National Memorial for Peace and Justice

National Memorial for Peace and Justice and conversation with Bryan Stevenson

The National Memorial for Peace and Justice is the first memorial in the U.S. dedicated to the victims of racial terror lynchings. A visceral example of how art and place can honor the gravity of history, the memorial is comprised of more than 800 steel blocks — one for each county where a racial terror lynching took place — which hang from the ceiling at increasing heights. 

Situated on 6-acres of lush grass, the memorial is sacred ground that pays tribute and rectifies the little that has been done to acknowledge the African American lives lost due to  racial terror killings. The memorial also comprises a more recent effort by EJI — one also deeply grounded in the importance of place — to recover and preserve soil from each known lynching site as a tangible way for communities to connect with, process, and grieve the past. 

Later, we heard from Bryan Stevenson himself, who told us about his experience advocating for the value of human life during his time as an attorney and about the importance of narrative — and of doing the work required to change the narrative. 

Bryan also spoke to us about the three pillars of truth-telling that are necessary in order to create a new era of reparation and repair: Confronting the truth — and not shying away from the real harm that was done; creating the space needed to take action; and holistically assessing what a true vision for repair might look like. In failing to formally acknowledge the sins of our past, Bryan said, we have denied the American people the grace, mercy, and liberation that comes with truth-telling and atonement.

NationSwell Signature Dinner

After a very full and weighty day together, our group reconvened for a NationSwell Signature Dinner, Montgomery edition. Together, we unpacked the moral imperative we were all feeling to bring the things we’d learned and experienced back to our own communities;to continue the work of dismantling harmful narratives and systems of oppression. 

Attendees expressed being particularly struck by the power of proximity to hold space for tragedy and joy at the same time — and discussed what it means to maintain the strength, energy, and lightness required to continue the work of the Civil Rights Movement. 

Listening and learning together during Thursday’s Signature Dinner

Day Three

Breakfast at the Bricklayer’s Hall, Hosted by GirlTrek

During the Civil Rights Movement, the Bricklayers Hall in Montgomery served as a key meeting point and headquarters for Martin Luther King, Jr. and the Montgomery Improvement Association as they planned actions like the Montgomery Bus Boycott. And in the summer of 2023, GirlTrek signed the deed on the Bricklayer’s Hall, with plans to continue its civil rights legacy in the names of 1.3 million Black women across the country. 

The outside of the Bricklayer’s Hall

A sturdy building made from bricks laid by the Black members of the Bricklayer’s Union, the space has been remarkably preserved and has remained largely unchanged over the last 60 years. A metal fan in the corner of the room still stands in the same place where Dr. King was photographed speaking to community members; a chess board sits on a side table, adorned with old soda bottle caps that could double as makeshift pieces.

Morgan Dixon and our friends at GirlTrek graciously hosted us for breakfast on Friday.

Martha Hawkins, who cites the cooking and radical activism of former-MLK, Jr. associate Georgia Gilmore as being among the inspirations for her own restaurant, Martha’s Place, provided breakfast for us on our final day. Over biscuits and grits, members came together to share action-oriented reflections. We discussed several potential avenues for collaboration moving forward, and NationSwell pledged to keep our group connected and close so that we can continue to build on the power of place-based action and the diverse experiences and expertise of the leaders who were in the room with us.


We encourage you to read more about our different Collaboratives and to contact us to get involved if you see one that resonates with you and your work. 

Pathways to Economic Opportunity: Dow Last Mile Fund for Manufacturing & Skilled Trades

As wealth and income inequality continue to climb in the United States, some employers are developing innovative models and catalytic partnerships designed to bring new skills, job access, and ultimately economic opportunity to financially vulnerable and historically marginalized individuals.

In a new interview series, Pathways to Economic Opportunity, NationSwell is taking a closer look at some of the solutions companies are pursuing in service of leveling the playing field and expanding their talent pipelines. In spotlighting some of these partnerships, this series hopes to uncover the “secret sauce” that makes these solutions successful for the benefit of other employers and their leaders.

For the first installment of the series, NationSwell spoke to Ruthe Farmer — founder & CEO of the Last Mile Education Fund — and Fabio Mendes, Global Citizenship Manager at Dow — about their talent pipeline partnership, the Dow Last Mile Fund for Manufacturing & Skilled Trades. 

Here’s what they had to say:

Bird’s Eye View:

The Last Mile Education Fund works to identify students in the “last mile” of their education journeys and provide them with no-strings-attached, grants to help them overcome any financial hurdles standing in the way of the finish line. Through its partnership with Dow, Last Mile recently expanded its scope to include grants of up to $5,000 for low-income students specifically nearing completion in manufacturing and skilled trades programs at institutions in Dow communities.

Fast Stats: 

  • Launched in 2023, the Dow Last Mile Fund for Manufacturing & Skilled Trades currently services talent populations in ten key markets: California, Illinois, Indiana, Kentucky, Louisiana, Michigan, Pennsylvania, Tennessee, Texas, and West Virginia.
  • On average, the grants Last Mile awards are less than $4,200. Unlike traditional education grants, Last Mile’s investment model specifically incentivizes the use of the money in any area a student needs it, including groceries, gas, childcare, or anything else serving as a roadblock to completing their education.
  • Founded in 2019, Last Mile has awarded more than 5,132 grants to date. Grantees are 42% Black, 19% Hispanic or Latinx, 12% Asian, 16% White, and 1% Indigenous.
  • Last Mile awards three types of core grants, all of which manufacturing and skilled trades students are eligible for: rapid-response emergency financial assistance (mini-grants); bridge grants; and larger Last Mile grants.

1) NationSwell: What helps to differentiate Last Mile’s approach from some of the existing investment models designed to support educational attainment? 

Ruthe Farmer, Last Mile: 

I sometimes refer to our model as universal basic income for students. Scholarships are typically for tuition, housing, maybe some books, but there are other parts of life that require financial resources, too. I just approved a Dow grantee who has been on a long journey of trying to cross the finish line in her education, but the cost of living — medical bills, insurance, all the things that are not part of the scholarship landscape — had just become too much.

She also shared that she had an old laptop from 2017 that was barely functioning and needed a better device. Those are the kinds of gaps that Last Mile fills — the same gaps that are sometimes filled by a student’s parents. 

The other thing we do differently is that there are no deadlines; the application is rolling, and students can apply any day, all year. We’re not comparing the students against each other, we’re looking at them as individuals. 

We’re also very fast. If a student is facing a housing or a food crisis, they cannot wait months to hear back from a scholarship. Many scholarships can be really wonderful, but it takes months of process to get selected — they’re not designed to address immediate, pressing, basic human needs, which is what we’re doing. 

2) NationSwell: Adaptability, open communication — are there any other key lessons that you’d like to impart on other nonprofits or companies hoping to form a similar type of synergy? 

Ruthe Farmer, Last Mile: 

There’s been tremendous participation and engagement by the local Dow team members. We’re not physically on the ground in all of those communities, but they are, and they have relationships with, you know, the local colleges and institutions. They have relationships with the local chamber of commerce and the local media, and they also have relationships with the folks that are already in their apprentice pathways.

Fabio Mendes, Dow:

Like Ruthe said, we took an existing model that was initially for computer science graduates and we said, “Hey, maybe this could be a fit for skilled trade students, which are completely different.” 

When working with four-year graduates, Last Mile usually works with them on the last two years of their educational journey. So initially we were working with that same mindset for skilled trades, but along the way we realized those audiences had very different needs, so we switched to supporting students from the very beginning. That openness to adapting the program to a different set of needs in real-time — that has been one of the great successes of this partnership so far. 

3) NationSwell: What are some of the biggest roadblocks you’ve encountered?

Fabio Mendes, Dow:

I think one of the things we realized early on is that a lot of times the students don’t necessarily think this program is for real.

Ruthe Farmer, Last Mile: 

We’re so different from what students understand scholarships to be that they can sometimes be very skeptical. I remember one grantee told me that she had let that application sit on her desktop for three weeks because she was ashamed to ask for help, she didn’t think we would say yes. And then when she finally did, we were like, oh, absolutely, yes, here’s the money. Four months later, she’s graduated and she’s in a full-time job.

We don’t have any kind of GPA gatekeeping, your grades are not a factor in whether or not we say yes to you. The only thing we’re interested in is, are you enrolled and are you on track to get this program finished? 

We’ve had to re-train the educators, too, because they’ve been taught to only send their select best students for these opportunities. We want every student who is striving to have the resources they need to finish; we see value in every striving student. Getting over that hump has been a really big challenge. 

4) NationSwell: What have been some of your most significant learnings or unlocks in the course of doing this work?

Fabio Mendes, Dow:

I think one of our biggest learnings from Last Mile has been the perspective that a life-changing investment in a student doesn’t need to be gigantic — it can be a $200 grant that you promote to someone because they don’t have food for the day, and that alone could lead to them completing the course that they are on, completing the major that they’re in, and potentially securing a life-sustaining job in the future. 

Ruthe Farmer, Last Mile:

I would say the thesis that we’re trying to prove is that there is better ROI when we invest in what we call “striving students” versus the historically dominant model of rewarding outliers for prior success. If you only pick the students who have the best grades, the best GPA, have never missed a class, then you’re picking the ones who can afford that, and you’re not recognizing the immense value and problem-solving skills of a person who has struggled and persisted. 

I think a company that figures out how to bring that talent into their workforce is going to be building an incredibly strong, resilient workforce, which is what all innovation-based companies need.  

5) NationSwell: What are some of the ways this partnership is mutually beneficial — how do each of your organizations work together to advance a shared goal? 

Ruthe Farmer, Last Mile:

Our partnership with Dow is unique in that we’re specifically targeting students that physically go to school and live in Dow communities, where Dow is one of the biggest employers in the field in which they are studying. This is very specific: Dow is helping you graduate in a Dow community, hopefully into a Dow job. 

It’s not a direct ask for the students, but we do have that expectation that they become at least an available pipeline for the company. That’s one of the reasons we’re geographically focused with this funding. 

It’s a great example of the spirit of our work: It’s local investment to solve local workforce issues, and you’re really investing in your own local economy. It’s really kind of working hand-in-hand to solve this gap in tech and skills, but then simultaneously investing in communities. 

6) NationSwell: What’s one call to action that you’d like other leaders or organizations like yours to heed as they consider their own opportunities to improve educational attainment and economic mobility? 

Fabio Mendes, Dow:

I’d say to be more creative around some of these things. One of the crucial things Last Mile did was immediately ask how they could make the student support process more accessible. They could have just thought, let’s do a scholarship program for low-income students that have struggled throughout their journey. At Dow, we were creative in thinking that if this was designed for one specific audience, maybe we could apply the same mindset to a different audience. 

I also want to say you don’t have to start big, you can just start with a pilot. We started with a small fund in select communities with very different perspectives and contexts, and we said, let’s see if this works out, then we expanded it. 

Ruthe Farmer, Last Mile:

I think my call to action is simply for everyone to please take an abundance viewpoint as to who has the potential to be successful in your organization, and in the field broadly, whatever your field is.

Insights from NationSwell and Marguerite Casey Foundation’s ‘Invisible No More’ Book Club event

Stories of Native community-building can help us redress historic inequities, create more just societies, and cultivate a better world. But far too often, Indigenous narratives are made “invisible” — intentionally and politically co-opted and obscured in an attempt to rewrite history from a colonial perspective. 

On December 6, NationSwell and Marguerite Casey Foundation were proud to present “Invisible No More: Voices from Native America,” a book club event celebrating and centering Native American luminaries who are leading in the areas of Indigenous economics, environmental justice, and community-building.

Michael Roberts, Trisha Kehaulani Watson, and Heather Fleming — a few of the essayists who contributed their words and stories to Invisible No More — were joined by Dr. Carmen Rojas, President + CEO of Marguerite Casey Foundation, for a panel on the ongoing impact of genocide and settler colonialism; the racialized upward consolidation of wealth in philanthropy and beyond; and what we can do, both through our institutions and as individuals, to help support Native communities. 

Here are some of the key learnings from the event:

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Learnings and Insights

  • The “invisibility” of native communities is intentional. Any solutions-oriented approach must necessarily acknowledge that many Americans don’t think about Native communities at all, and that that invisibility — and other pernicious narratives about Indigenous populations — is by design; it works to further political interests. Recognizing and naming the violence that has been historically perpetrated against Native Americans contradicts the idea of American exceptionalism in a way that many politicians, private sector leaders, and civilians have a hard time accommodating.
  • Social movements involving climate justice must evolve to include Indigenous voices. Having long been the canaries in the coal mine when it comes to raising awareness about the environmental issues that have put us on a path to destruction, Indigenous voices should now be centered in any movement to curb the effects of climate change. Building connections and coalitions with the underfunded grassroots organizations already doing this work on the ground will be an integral step to facilitating change and steering us towards a more environmentally-just future.
  • Silicon Valley’s startup mentality and metrics for success are often diametrically opposed to Native values. While America’s tech class is primarily concerned with definitions of wealth that are defined by finance and scalability, Navajo philosophy dictates that wealth is more closely related to the ideas of balance and harmony. The idea of success will look different depending on who’s defining it, and discussing those differences explicitly will help to drive alignment.
  • Learn the history of the land you’re standing on. Acknowledging racialized violence and painful colonial histories requires discomfort, but that sacrifice will be required if we are to truly grapple with and understand the challenges Indigenous communities are facing. Asking difficult questions about simple things — like where the water every day comes from or the indigenous name of a place — can be an accessible way to honor native communities and truly begin to grapple with America’s painful history.
  • Buy Native goods and services. Investing in Native artisans, creators, and entrepreneurs provides vital cash flow into tribal economies, and also helps to preserve Native culture and history. You can check out shops like Eighth Generation and creators like Daniel John, Marissa Mike for examples of where to buy.
  • Building coalitions will be an invaluable part of building a brighter future. Through linking arms with other marginalized groups, Indigenous advocacy orgs. are beginning to see momentum through government initiatives like Justice40, which aims to cascade investments towards disadvantaged communities that are marginalized, underserved, and overburdened by pollution. Strength in numbers helps to create visibility — and with American Indians and Alaska Natives making up less than 2 percent of the U.S. population, that visibility can make a world of difference.
  • Write a dang check. There are so many incredible Native organizations doing amazing work on the ground — but Native populations represent such a small percentage of the U.S. population that good allies will be required in order to effect real change. One of the simplest ways to support Native Americans in having the autonomy to solve the problems facing their community is by donating money — the list of grantees listed on First Nations’ website is a great place to start.
  • BIPOC cohorts — although a necessary component of the journey toward indigenous justice — still often fall short in many ways. While it is important not to become mired in games of “who’s more marginalized,” it is still prudent to acknowledge the fundamental differences faced by those of Indigenous heritage when compared to other marginalized groups. Rather than being recognized as a purely racial identity, indigenous heritage is also a political relationship with the U.S. government that has historically meant a lack of funding for roads and infrastructure; contentious legislation; a lack of funding for businesses; and much more.

To advance its vision for a society that prioritizes the needs of excluded and underrepresented people, Marguerite Casey Foundation (MCF) has partnered with NationSwell on the MCF Book Club: Reading for a Liberated Future, a quarterly event series promoting authors from historically marginalized populations whose work centers radical, regenerative, and transformative approaches to community-building.

Throughout 2024, Dr. Carmen Rojas (President & CEO of Marguerite Casey Foundation) will interview a series of authors in front of the organizations’ shared audience of field-builders, thought leaders, impact investors, philanthropic grantmakers, elected officials, and heads of social impact and sustainability at some of the nation’s largest private sector companies. 

Marguerite Casey Foundation Partners With NationSwell for Author Series Centering Radical, Transformative Luminaries

To advance its vision for a society that prioritizes the needs of excluded and underrepresented people, Marguerite Casey Foundation (MCF) has partnered with NationSwell, an executive membership and advisory firm, on the MCF Book Club: Reading for a Liberated Future, a quarterly event series promoting authors from historically marginalized populations whose work centers radical, regenerative, and transformative approaches to community-building.

“Stories are the foundation for a liberated future,” Dr. Carmen Rojas, President & CEO of Marguerite Casey Foundation, said. “They have the power to redress historic failings, lift and illuminate the marginalized, and show us all that the path to a more just world can only be found if we expand our search past our backyards and our board rooms. We’re honored to partner with NationSwell and showcase these dynamic writers and the profound stories they’re telling.”

In fireside chats curated by MCF Book Club and organized by NationSwell, Dr. Rojas will interview each author in front of the organizations’ shared audience of field-builders, thought leaders, impact investors, philanthropic grantmakers, elected officials, and heads of social impact and sustainability at some of the nation’s largest private sector companies. 

The series partnership will kick off in early December with “Invisible No More: Voices from Native America,” a book talk celebrating and centering Native American luminaries who are leading through cultural-grounding and nation-building in community, environmental, and economic justice. 

“It’s with deep gratitude that we have the opportunity to partner with Dr. Rojas and Marguerite Casey Foundation on this author series,” Chloe Lew, SVP of Strategic Partnerships & Innovation at NationSwell, said of the partnership. “Their standard-bearing work on funding organizing movements has been a rising tide that has lifted not just philanthropy, but all social impact and sustainability work that has historically decentered the needs and voices of the communities they’re actually trying to reach, and the authors they’ve curated for these talks represent some of our favorite books in the NationSwell Library.” Learn more about the series partnership and how you can attend these conversations here.

Marguerite Casey Foundation is an institutional member of NationSwell. Learn more about MCF here, and NationSwell institutional membership here. RSVP here.

Place-Based Impact in Practice: 36 hours in Tulsa with NationSwell and George Kaiser Family Foundation

On the evening of October 18th, black clouds of starlings wheeled overhead as the NationSwell team made its way to meet a group of partners and leaders in downtown Tulsa. The group had gathered as part of our Place-Based Impact Collaborative for an immersive, 1.5-day experience designed to explore how community-centered investment and strategic partnerships are working in concert to give new strength to Tulsa. 

The insights and best practices we gathered from GKFF’s approach — and from the experts in attendance — were many, and can better enable communities nationwide to thrive. Although it’s impossible to accurately capture and convey the profound experience of being on the ground in Tulsa, our hope is that this piece can shed some light on what it was like to come together and learn with an incredible group of leaders and inspire you as you strengthen your own community-centered, place-based work.

Day One

The day began with a tour at Greenwood Rising to hear the vital stories at the core of Tulsa’s history and identity: the impact the Trail of Tears, the systems of anti-Blackness that fomented the Race Massacre of 1921, and the cultural reverberations of both eras that are still being felt throughout the city. Despite the violence dotting its past, Tulsa and its residents have persisted — deepening their sense of community and establishing a rich sense of place and culture that makes the city vibrant and unique.

That night, we joined our hosts from George Kaiser Family Foundation for a welcome reception at a speakeasy in the city’s Deco District. After an evening of warm conversation, introductions, and getting to know one another better as we prepared for the next day, Aaron Miller — head of partnerships at inTulsa — announced that he would lead a group by bus to celebrate the city’s popular Oktoberfest, currently in its 44th year. Jonathan Pride, executive director at NPower, announced that he planned to lead a competing group to the same location via the city’s widely-available Lime scooters.

Day Two

East Tulsa


After a quick pit stop for breakfast on Thursday morning, our group set out by bus for East Tulsa, where white flight and the attendant infrastructural divestment have created unlikely opportunities for the city’s growing immigrant population. 

Cynthia Jasso — a program officer on the Vibrant and Inclusive Tulsa team — explained that East Tulsa has become a community hub, learning center, and worker community for newly-arrived immigrants, more than 1,100 of whom arrive at the Plaza Santa Cecilia from Mexico by bus each week. While organizations like Growing Together have done grassroots outreach to meet residents where they are — helping to expand access to vaccines and make PPP loan applications easier for local businesses owners — they ultimately found that there was an overwhelming need for a centralized community hub where people could get the help that they needed. Plaza Santa Cecilia has become that epicenter — a place for the community to gather, relax, take classes, shop, or even acquire permits.


The plaza features beautiful murals, restaurants, and a nightclub, and has become a major source of community pride and belonging — a critical metric of success for place-based investment. 

North Tulsa


Our next stop was in North Tulsa, where attendees heard from Pastor Philip Abode of Crossover Community Impact and Crossover Bible Church. A former University of Tulsa football player and current high school football coach, Abode’s passion for coaching youth eventually catalyzed an even deeper relationship to mentorship in the city: he now serves as executive director of Crossover Preparatory Academy, which oversees several private middle schools throughout the city.

A majority-Black neighborhood, Tulsa’s north corridor is currently the site of major community development efforts, including a planned 500-unit, mixed-income housing project and new contracts with high-quality, high-paying manufacturing jobs at companies that agree to recruit from within the neighborhood (and nearby Tulsa Technology Center). 

Kendall Whittier


As the bright sun continued to warm up the day, we visited Kendall Whittier Park — located in Tulsa’s historic Kendall Whittier neighborhood — where we learned more about how a mixed-income neighborhood trust has helped  provide stable, affordable housing, and how partners like Growing Together and Tulsa Educare have created educational opportunities and green spaces where children and families can grow and thrive. 

We also had the opportunity to tour The Gathering Place, which words alone don’t really do justice. A sprawling 66.5-acre green space nestled against the Arkansas River, The Gathering Place’s pathways were dotted with pumpkins and its playgrounds had names like “Land of the River Giants,” “Fairyland Forest,” and “Volcanoville.” All park activities are free, and guests can help themselves to kayaks and paddle boats, attend concerts on the lawn, and engage with the park’s many educational programs. 


After lunch, we reconvened at Greenwood Cultural Center for a series of panel discussions — first on how to leverage the power of storytelling, and then on how new models of collaboration across the public, private, and philanthropic sectors can help to foster opportunity from the ground up.

During the first panel, Jasmine Dellafosse — Director of Organizing and Community Engagement at EPIC — spoke about the value of telling the stories that run counter to our assumptions. 

“What are the stories we don’t know, and in whose interest is it that we don’t know them?” she asked. 

Panelist Vanessa Garrison — Co-founder and COO of GirlTrek — further emphasized the power storytelling holds in developing a community: deconstructing myths, challenging assumptions and enabling community members to lead change. 

In the second panel, a key insight that surfaced was the recognition that change doesn’t just take a longer grant cycle but can take generations to actualize. The question that emerges, then, is how do we integrate intergenerational change as a metric when measuring impact? 

At the intersection of both of these panels is the emerging understanding that how we measure impact in place-based philanthropy needs to evolve to incorporate more qualitative data, compelling us to reimagine what a thriving community really means.


After a visit to Archer Studios to learn about the Tulsa Artist Fellowship — and a ceramics activity with fellow Raphael Corzo — participants had a few minutes to rest and recharge before coming together for a NationSwell Signature Dinner to reflect on the events and learnings of the day. 

Hosting us for the evening was the team at et al., a collective of chefs working collaboratively to “build a more delicious and equitable future for the food and beverage industry in Tulsa.” Aptly named to reflect the important but often overlooked or unknown people who help to make an ambitious vision into a reality, the symbolism behind et al.’s name and mission had a beautiful symmetry with the focus of our visit to Tulsa — and the patchwork of organizations and solutions we’d witnessed firsthand on the ground there. 


Attendees dove deep into what had inspired and moved them during the course of the meal, which was themed around the idea of breaking bread (as chef Colin Sato explained, “You have now broken bread with Tulsa, and now it’s a part of you”). There was a discussion of some of the central challenges to their own place-based work, with members laying out the approaches, tools, and new opportunities for partnership they were excited to bring back to their own communities. 

Like the chefs in et al.’s culinary collective, our time in Tulsa was distinguished by the patchwork of seemingly disparate, often undersung voices we heard from joining together to create a beautiful and undeniable chorus of solutions. While partners on the ground maintain different focuses in the work that they do and the neighborhoods they serve, everything in Tulsa has a certain harmony to it; the work comes together to hum like a well-oiled machine. As we packed up to leave on Friday, we couldn’t help but think about how this model of community impact — where every voice, program, and initiative happening on the ground is truly greater than the sum of its parts — has the potential to transform not only communities, but the world.

We’re so excited to have plans for more in-person, immersive experiences in the works for the near future. This incredible experience was part of our Place-Based Impact Collaborative. Our Collaborative model is based on the idea that the challenges we face call for collaboration and shared action to achieve the impact we seek on a variety of issue areas. Together, with cross-sector leaders, we illuminate challenges and opportunities in the space and align on action to advance each other’s work, and the field as a whole.

We encourage you to read more about our different Collaboratives and to contact us to get involved if you see one that resonates with you and your work. 


NationSwell Collaboratives are a new initiative convening cross-sector leaders to work in new ways on major issues affecting our lives, our nation, and our world. Learn more about our current offerings here.

What we can learn from George Kaiser Family Foundation’s place-based work in Tulsa, Oklahoma

This fall, NationSwell launches its first immersive experience on October 18 and 19 in Tulsa, Oklahoma for Place-Based Impact in Practice: An Immersive Experience to Explore Community-Centered Funding and Action. Hosted by George Kaiser Family Foundation (GKFF) as part of our recently launched Place-Based Impact Collaborative, this hands-on event will take place over the course of one and a half days and will allow attendees to explore on-the-ground examples and innovative strategies to foster thriving and inclusive communities, particularly in fast-growing cities and rural areas. We’d love for you to join us.

But, you may be thinking, why Tulsa?

Since its establishment in 1999, George Kaiser Family Foundation has held, as its primary philanthropic goal, cementing Tulsa, Oklahoma, as a vibrant, inclusive, and prosperous environment where children and families can flourish. 

As the primary supporting organization of the Tulsa Community Foundation, GKFF funds organizations and efforts that directly service the greater Tulsa area, all while adhering to its guiding principle, “no child is responsible for the circumstances of [their] own birth.” Foundation investments include robust early childhood education initiatives that serve approximately 2,000 children in year-round education and care; over $100 million earmarked for the arts; economic development initiatives to attract and retain local businesses and talent as well as transform 100 acres of Tulsa’s iconic riverfront into a dynamic and world-class centralized park; neighborhood programs to foster a strong sense of community; and a work stipend program that has welcomed more than 2,500 diverse professionals to the city. 

GKFF harnesses a nimble, entrepreneurial spirit, which has helped to adeptly address community needs. Their approach is holistic and community-centered and driven–designed to lead with the community’s needs so that children and families in Tulsa can thrive. What sets their investment strategy apart from other philanthropic models is that it’s not only nuanced, but multi-pronged–touching almost every part of the Tulsa ecosystem. Parent engagement and early childhood education, health and family well-being, civic enhancement, and breaking the cycle of intergenerational poverty are all vital pillars of community prosperity.

George Kaiser Family Foundation’s holistic approach

In order to create and maintain the conditions for a thriving local community, GKFF has taken a holistic, all-encompassing approach to funding that sees early childhood education; health and wellbeing; neighborhood development; thriving public spaces; criminal justice; housing; and arts & culture as vital pillars of economic prosperity. During an onsite visit in March 2023, NationSwell got a firsthand look at how these key initiatives operate on the ground in Tulsa; below are some of the highlights we observed.

  • Parent Engagement and Early Childhood Education

GKFF provides support and resources to young Tulsa families to encourage parent‐child engagement and interaction. Through initiatives like Tulsa Educare and Early Learning Works, families and children are encouraged to pursue skill-building opportunities and early learning workshops, and are given the chance to connect with community and faith-based organizations that help to promote literacy and learning.

  • Civic Enhancement

Robust public spaces provide abundant natural spaces for residents to relax, convene and unplug. Tulsa’s 100-acre riverfront park, Gathering Place, now boasts a skate park, a picnic grove, cultural events and festivals for all ages, and free educational programming to support early childhood development. A $465 million transformation of more than 66 acres in central Tulsa, the park is one of the largest and most ambitious public parks ever created with private funds. The Foundation undertook a similarly ambitious project with Guthrie Green — a former truck loading facility that has now been converted into a 2.6-acre urban park, located in the heart of the Tulsa Arts District and a true living room for cultural programming in downtown Tulsa. 

Investments in a thriving arts scene and strong cultural values are integral to GKFF’s community approach. Both the Bob Dylan Center and the Woody Guthrie Center operate under auspices of the American Song Archives, a project of George Kaiser Family Foundation, and dedicated artist residencies, fellowships, and programming helps to further stimulate Tulsa’s growing arts community. 

In the same Tulsa Arts District as Guthrie Green sits the GKFF-funded Holberton School–a credentialing school for software developers. In addition to training career-ready developers, Holberton provides living stipends to students and tuition incentives to stay in Tulsa both pre- and post-graduation. 

Partnership is at GKFF’s core. GKFF takes a program-forward approach — meaning the Foundation serves as co- or sole owner of many of the LLCs that operate the aforementioned initiatives in Tulsa. When visiting the city, you can explore parks, cafes, bakeries, restaurants, food trucks, and programming initiatives that provide Tulsa residents with meaningful ways to stay engaged in their communities. 

  • Workforce Development

GKFF’s dedication to developing Tulsa’s tech-led inclusive economy is something to aspire to. Tulsa Innovation Labs (TIL) was founded with support from GKFF to establish a city-wide strategy for inclusive, tech-led growth. TIL designs and launches economic and workforce development initiatives in Tulsa’s four emerging tech clusters: virtual health, energy tech, advanced air mobility and cyber, and aims to support the growth of startups, train diverse talent, expand job opportunities, and spur academic innovation. And through the network of local workforce programs in Tulsa, businesses can more easily connect with key hires and launch operations in Tulsa via inTulsa’s talent, relocation, and growth solutions.

36 Degrees North — Tulsa’s basecamp for entrepreneurs, innovators, and startups — works to provide the high-quality workspace, resources, and spirited community that entrepreneurs need to build growing companies and drive economic impact in Tulsa. Workforce development programs like Tulsa Remote — which offers participants a $10,000 grant in addition to a membership at a local co-working space, support in identifying housing, and regular community-building opportunities — have helped draw new workers into Tulsa and boost retention rates for local populations.

  • Health and Family Well-Being

To address the longstanding problem of high recidivism rates in Tulsa County, GKFF has partnered with the Justice and Mobility Fund to launch JusticeLink — a compendium of resources designed to help those navigating the criminal legal system in Tulsa to access a full spectrum of community-based services. JusticeLink primarily focuses on providing court and resource navigation, while also helping individuals to access wraparound supports like phones, IDs, or benefits enrollment services.

And through neighborhood development initiatives like ElevateEast — which works collaboratively with residents, community-based organizations, and public and private entities to invest and support immigrant families living in East Tulsa — residents can further access the wraparound support they need to thrive.

Affordable housing also has a huge role to play in ensuring family wellbeing, and neighborhood development initiatives like Growing Together and Kendall Whittier West Park have been intentionally designed to create vibrant, mixed-income communities and an intense focus on the birth-to-college-to-career pipeline.

  • The Tulsa Artist Fellowship
    Dedicated artist residencies, fellowships, and programming helps to further stimulate Tulsa’s growing arts community. Established in 2015, Tulsa Artist Fellowship was created to address and mitigate the challenges facing artists and arts workers living in and joining the city. Through intentionally crafted programming, the Fellowship celebrates and supports artists across all mediums by providing them with $150,000 over three years in addition to a $12,000 yearly housing stipend. 

Stronger together

GKFF’s approach has necessitated a rethinking of scale and impact as being simultaneously micro and macro. Seemingly hyperlocal initiatives — like the neighborhood development in Kendall Whittier, or the transformation of public spaces into vibrant parks — can scale to an overall transformation that impacts community members’ wellbeing and livelihood. For GKFF, scale is ultimately not about reaching hundreds of millions of people to solve for one issue; it’s about making meaningful and impactful investments that tackle root causes, identify and address social determinants, and take into account the specific moments that come together to make up a well-lived life.

All of us invested in place-based work can learn from GKFF’s approach, bring insights back to our communities, and integrate them into our own strategies — all uniquely tailored to each place. Place-based strategies are inherently collaborative and rely on strong partnerships: together, we can learn from each other, lean on each other’s strengths, and propel strategies that have a community’s best interest at its core.  

This is why we can’t wait to share in the Tulsa experience and the work of GKFF with the broader NationSwell Community this Fall! If you are interested in joining us you can register here or learn more about GKFF’s work or the Immersive Experience on October 18-19 by emailing Joy Gregory at [email protected].

NationSwell Collaboratives: Making the Case for Childcare

NationSwell Collaboratives are a vehicle for bringing together committed actors to push towards collective action on a specific issue. Anthony Smith, NationSwell V.P. of Editorial, spoke to Uyen Tieu, NationSwell President, Amy Lee, NationSwell Chief Strategy Officer, Allie Mahler, NationSwell Senior Strategy Director, and Austen Zoutewelle, NationSwell Associate Director of Strategy, about the Case for Childcare Collaborative, a cross-sector coalition working to solve our nation’s crisis of childcare and help 1.1 million women return to a better workplace than the one they left at the outset of the pandemic.

Anthony Smith, NationSwell V.P. of Editorial: Why should leaders make the case for childcare?

Uyen Tieu, NationSwell President: The moment for leaders to make the case for childcare has been such a long time coming. This isn’t a new conversation in America, but it’s one that till this point had been led largely by women, experts, and activists. It took the wide scale disruption of the pandemic to get us to where we are now, where it’s now as clear for men — especially fathers — as it has been for us. We have to take advantage of this moment.

NationSwell: How did the work begin?

Amy Lee, NationSwell Chief Strategy Officer: Our first step was to recognize the mass exodus of women that left the workplace during the pandemic. At the beginning of the Covid era, 2 million women left the workforce; 1.1 million still have not returned. Their reasons aren’t just because of the tangible realities of school shutdowns and the lack of childcare — they’re about societal norms around which parent is chiefly responsible for caregiving.

One of our Studio partners told us, “We really want to work with you to tackle the problems that working womxn* and caregiving womxn are facing,” and that’s really how our Collaborative was born — out of the idea that we didn’t just want to help these women get back to work, we want to build the structures that allow women to actually thrive at work once they return.

Allie Mahler, NationSwell Senior Strategy Director: Collaboratives are all about building coalitions of committed actors for scaled, collective action. We have an incredible group of partners that have coalesced around this Collaborative initiative: American Family Insurance, Annie E. Casey Foundation, Caring Across Generations, National Domestic Workers Alliance, Working for Women, and others. It’s a powerhouse group who each bring unique expertise, funding, programming, organizing capabilities, and community to the table. I have no doubt this group will move mountains when it comes to helping businesses support low wage workers and the caregiving economy.

NationSwell: What are some of the challenges facing working caregivers in this country?

Austen Zoutewelle, NationSwell Associate Director, Strategy: Given what we know about economic disruption, it’s unsurprising that the women who are most affected by the lack of childcare in this country are women without a college degree, women of color, and small business owners. 

But one big learning for us is that the care industry — not only for early childhood education, but also for eldercare — is predominantly run by women. So not only are working mothers being affected by this disruption, but working mothers within the industry of care are also affected — even as we expect them to be at the frontlines of this crisis. Not only does that lead to fewer workers, it leads to fewer options for daycare and childcare. 

NationSwell: What advantages does the Collaborative model provide in tackling this challenge?

Lee: Philanthropy and corporate social responsibility functions are evolving at a rapid pace. Legacy models have been focused on a personal or organization-specific mission, but the new generation of leaders in this space have embraced the idea that these issues — whether it’s climate change or childcare — are too large to be solved by one person, or one family foundation, or one organization alone. We have to work together. And at the same time, we need to provide funders with a way to see what their peers are doing so that we don’t support redundant work.  

Collaboratives allow us to do exactly that — we bring funders and committed actors together to deepen and broaden their impact. We allow them to look across the space and really identify where there are unmet needs. And it also allows them to work together with partners that may not organically be at the same table without our support. 

Tieu: One of our partners said it the best: This time can be different because the table is different. NationSwell approaches this work with the nuanced understanding that the players need to work towards something that can last.

NationSwell: How is the case for childcare personal to you?

Tieu:  I’m a mom, I’m a daughter, I’m a woman, and I’m a business leader. If we’re to compete without actually addressing the urgent need for childcare, there’s going to be a knock-on effect across every aspect of society. The problem is too urgent to rely only on federal policy change. If committed actors come together now to co-create the roadmap, we can turn the case for childcare into a reality.

Zoutewelle: I watched my mom balance raising three kids and working full-time when I was in high school. She still manages caring for my brother with Down syndrome while working full-time. I’ve seen first hand the urgency of this issue, the importance of flexible working arrangements, the necessity of public policy to support parents, and the need for collaborative, systemic strategies for making an impact. The urgency is even greater for women of color in low-wage industries. It’s important to me to elevate this work so that more women can participate in the economy and feel supported as a parent. It’s critical for our moms and the future generations.

Mahler: This work is incredibly personal to me. I just returned back to work at NationSwell as a mom of two young babies under two years old while also leading our Strategy team. I love what I get to do at work, and I love my daughters, but it is not only mentally and physically taxing on a daily basis but also financially taxing to coordinate care for my children. During my maternity leave, I thought daily about how fortunate I was to have the time to connect with my daughters, and how so many women and their families are taken too soon from their babies as they go back to work at 6 or 8 weeks post-delivery. That’s why this work inspires me and lights a fire for me.

Lee: I am a privileged white woman, but nonetheless the pandemic showed me how hard it is to be a working parent. My children were one and three years old when the pandemic started, and my husband and I were suddenly thrust into full-time childcare and a full-time job at a time of huge uncertainty and fear. We were only just able to make it work and that was with the benefit of being able to work remotely and having a flexible, empathetic employer. I can’t even imagine how hard it must have been for people working shifts, or people from single parent families.


For more information on Collaboratives, visit our site.

Editor’s Note: To exercise intersectionality and inclusion, one member of our collaborative uses the spelling “womxn” whereas other members use the traditional spelling, “women.” You can learn more about “womxn” and other forms of intentional, lexical inclusion at the Womxn’s Center for Success. 

NationSwell Leaders on the Biden Administration’s Student Debt Forgiveness Plan

On August 24, President Joe Biden’s White House announced intentions to ease student debt obligations by up to $20,000 for millions of Americans. Early details of the plan included a commitment to forgive up to $10,000 in federal student loan debt from the U.S. Department of Education for any borrower who earned less than an adjusted gross income of $125,000 ($250,000 for married couple filing jointly or head of household) in either 2020 or 2021, with Pell Grant recipients reportedly eligible to receive an additional $10,000 in relief on top of that.

While the finer points of the new debt forgiveness plan are still being hammered out, the measure is already set to have sweeping implications for those who qualify. To help make sense of the policy, NationSwell reached out to our community of experts for their reactions, and to ask if the plan goes far enough towards ensuring a more equitable playing field for millions of debt-saddled Americans.

Here are some of their responses:

NationSwell: What does the student loan forgiveness news mean in practical terms, for both workers and students? 

David Shapiro, CEO of MENTOR
Similar to the enactment, further guidance, and activation of the Public Service Loan Forgiveness over the last year, this is another opportunity for economic relief and increased stability for folks who work for non-profits and anyone looking to start a career in the sector. It is also important to note that it will affect people of all ages, not just the person who is receiving loan relief. Economic relief for parents and spouses can affect whole families and communities. Student debt burden has also often been intergenerational as well. Awareness is crucial so that folks get the full benefit of this opportunity, and that’s where community-based organizations, mentors, and others need to spread the word and help folks access this.

Mohan Sivaloganathan, CEO of Our Turn:
We need a future-facing lens with respect to student debt. President Biden’s announcement provides current day relief for past issues, but the structural issues that perpetuate racial inequity still exist — such as students of color lacking financial, college, and career planning resources in middle/high school (a stark contrast to white and/or affluent students).

Zeeshan Ali, a former Our Turn student leader who recently wrote a piece on student debt:
For both workers and students, such forgiveness provides a great opportunity for upward mobility and financial sustainability. Whether it be $10,000 or $20,000, those amounts mean the difference between eating three meals a day or going hungry, being able to pay rent or becoming homeless, buying a car or walking miles to work . For current and prospective students, I believe it generates ambition within them to continue their pursuit of higher-education, knowing that attending a college is within their reach .With hope that such a culture of affordable education is prolonged, I foresee an increase in minority enrollment in educational institutions, thus closing the wealth inequality gap. Workers will feel that relief as well: I know of many friends who are working jobs that do not interest them, however, the pay of such jobs helps with their student debt. With this forgiveness, workers can have more flexibility in their career paths, and it can enable them to work in a field they want to, vs. one that they have to.

Martin Kurzweil, Vice President of Educational Transformation at Ithaka S+R:
While there are some open questions about when it will take place (as it will likely be challenged in court) and how it will operate, once in effect, President Biden’s loan forgiveness order would completely wipe out debt for millions of borrowers, many of whom have not completed their degree, are not recognizing the value of their investment, and have been shut out of ineffective existing options for reducing or cancelling their debt. Getting out from under that burden will allow those individuals to make family, financial, and educational plans that their debt has put on hold. I do worry that the forgiveness program, as seemingly simple as its criteria are, may prove administratively complicated — the process will need to be carefully designed to ensure that it does not put bureaucratic barriers in the way of individuals who would otherwise be eligible. The more the Education Department can process the forgiveness automatically, using information it (or other branches of the federal government) already has, the better. Although debt forgiveness doesn’t address the ongoing accumulation of new debt, it does put greater pressure on the administration and Congress to address problems of college affordability, wasted individual expenditures by those who don’t complete or get a credential of value, and ongoing processes for ensuring repayment and interest accumulation aren’t overwhelming. The administration’s announcement included some indications of how it plans to address income-based repayment, public service loan forgiveness, and institutional accountability, but a lot more detail is needed on those plans.

Jean-Claude Brizard, President and CEO of Digital Promise:
In many countries around the world, students don’t exit formal education saddled with debt. In practical terms, students can spend more time building the foundation for economic security and not worrying about repaying a loan that often greatly exceeds their annual income. It also allows some to enter graduate school and further their education. 

NationSwell: What are some of the next steps we’ll need to take in order to advance educational and workforce equity?

David Shapiro, CEO of MENTOR:
Driving equity is about culture, structure, and systemic examination and change. We have to look at the barriers and biases that drive access, engagement, and retention. These could be economic, process driven, geographic, representative, along with other factors. And it requires deep listening, action orientation, benchmarking, communication, and marking progress and setbacks. It is a consistent pursuit and while there may be milestones, there is not an endpoint.

Dr. Noel Harmon, President and Executive Director of APIA Scholars:
We are grateful for the Biden administration’s recognition of the crippling effects of student loan debt, especially for the relief that will be directed towards the most under-represented and disadvantaged students in the educational process. While we appreciate that this is progress in providing aid to those who are most in need, we also feel that there are core problems that remain unsolved and must stay in the forefront. We need to continue to address systemic issues impacting educational equity, including financial barriers, access, and support.

Zeeshan Ali, former Our Turn student leader:
Outside of the student debt crisis that still remains, we must provide resources to marginalized communities in the form of community building, career guidance, and most of all, financial investments. I have seen it in my hometown of Palm Beach, Florida: There are mansions on one block of the street, but if you drive a block or two away, there are houses with broken windows, rundown schools, and mold-ridden recreational centers. We must allocate money towards such poverty-ridden areas to build better institutions that encourage personal development — in areas of both education and career, we need to reaffirm to the younger generation that they are not forgotten, nor do they mean any less than a student who lives in the wealthier part of town. And above everything else, we must make progressive change together, on every level. From the grassroots organizer to the President of the United States, there cannot be change if we are not unified in our efforts to make the world a better place, a place that promotes inclusion, offers opportunities of growth, and relentlessly fights for equity, for this generation and those to come. 

Mohan Sivaloganathan, CEO of Our Turn:
We need to invest in reframing the narrative around education and race. Too often, education is viewed as a critical lever for upward mobility and success — UNLESS — it is a Black, Indigenous, or Student of Color, and suddenly they are viewed as asking for a handout. The elimination of predatory higher education practices — while addressing an unjust playing field leading up to higher education — can actually forge a more prosperous, inclusive, and healthy country.

Jean-Claude Brizard, President and CEO of Digital Promise:
We need to make college more affordable and create better pathways from education to a meaningful career — one that puts young people on a path to economic security, well-being and personal agency. The Education Secretary’s push to greatly increase PELL is one good step in that direction. 

Martin Kurzweil, Vice President of Educational Transformation at Ithaka S+R::
There’s so much to do! Focusing on the federal and state level, the federal government and states ought to orient their spending and policies toward providing value with their investments in education — improving affordability as well as attainment of credentials that have labor market value. An important step is providing adequate resources to public institutions, especially those that serve large populations of students of color and lower-income students (which currently are less resourced than those serving wealthier, whiter student populations). An important issue that affects attainment is that the majority of students will earn college credit and other forms of validated postsecondary learning from more than one source, and we are terrible at reconciling all that evidence of learning and enabling seamless transfer — it results in a huge waste of time, money, and effort, and it disproportionately harms people of color and those from lower-income backgrounds. Streamlining transfer by aligning policies, providing better access to information and guidance, and reducing administrative barriers will benefit millions of individuals.

Madeline Kerner, CEO and Co-Founder of Matriculate, On the Promise of Equitable College Access

In the United States, less than half of high-achieving students from low-income backgrounds who graduate from high school apply to colleges that scan as a good academic fit for them.

While structural issues, including a lack of resources or institutional knowledge, can play a huge role in perpetuating this inequity, for many students, applying to the nation’s top universities can pose a crisis of confidence. Although attending a leading college or university can be a critical step in charting a path towards a brighter future — and despite the fact that generous financial aid packages can, counterintuitively, often mean that highly selective schools are a cheaper alternative than less competitive options — many students lack exposure to peers or teachers who have themselves applied to top colleges.

In the fall of 2014, Madeline Kerner founded the national nonprofit Matriculate in the hopes of giving students the hope, support, and models for success they need to thrive in and beyond their education careers. The organization began working to train college students from top universities like Columbia, Princeton, and Yale as Advising Fellows, who would then in turn work with high-achieving, low-income high school students in order to create pipelines to excellence. Today, Matriculate partners with Advising Fellows across 16 partner colleges and universities in an effort to guide students through their applications process and provide a model for the success they can achieve.

NationSwell spoke with Madeline about Matriculate’s impact and how creating new educational opportunities can have a transformative impact on talented students across the U.S.


NationSwell: Tell us a little bit about the inspiration behind your work — what was the impetus for founding Matriculate? How would you explain your mission statement?

Every year, thousands of students from low-income families and diverse communities have done everything we could expect of a high school student and excelled, yet too few of these students land at a college commensurate with their track record and with enough funding to make it through. As a result, talented students across the country are not able to access the opportunities they deserve and have earned. My interest in co-founding Matriculate came in part from my own values — I was in college at the same time my 85 year-old grandparents were working on getting their degrees. Education unlocked opportunity for me and my family. But more than that, I believe all students should have the support they need to thrive. At Matriculate, we serve as allies to talented students from rural, suburban, and urban communities from coast to coast as they navigate the college application and decision-making process and encourage students to attend colleges where they will have the support they need to succeed and pursue their dreams. We hope our work can contribute to forging a higher ed system that is truly representative of the talent in our country.

NationSwell: For a lot of reasons, it must be a tough time to be working in the education space. Is there anything about these last two years of pandemic that has informed or influenced your work in a way that’s surprised you?

It really has been tough. On the one hand, I am so ready for human connection in person. At the same time, we’ve learned how powerful, flexible, and effective virtual connection can be. Matriculate provides (and always has provided) virtual advising to support talented high school students from low-income families, which enables us to support students in hard-to-reach communities. Matriculate recently received the results of a gold-standard, randomized control trial in partnership with Bloomberg Philanthropies and CollegePoint and we’ve learned that the model is highly effective. Through virtual relationships, student are building meaningful, empathic connections with advisors. Matriculate students are going on to attend the top 80 colleges at a rate 24% higher than a pure control group. Our students also persist at statistically significant higher rates. So I am persuaded that while we all need in person human connection to break out of the challenges of the past two years, virtual connection can be very powerful.

NationSwell: Are there any initiatives coming up that you’re particularly excited about?

Yes! We’re exploring social capital—how deep connections formed between highly trained undergraduate advisors and high school students can prepare students for the college experience, help them know they belong, and help them anticipate the challenges they may face and how to navigate those issues. We are also developing new strategies to identify and connect with rural, first gen, and underrepresented students of color across the country, in part by leveraging our networks of thousands of students and advisors.

NationSwell: Do you have any helpful advice for people trying to understand how to lead or do impactful work in these uncertain times?

It has been very meaningful to be able to make a contribution during a time of great stress and uncertainty for young people and, at the same time, I have found it to be a very challenging time to lead. I have, not surprisingly, learned to hold plans very loosely and be more firmly guided by values and to reach out to connect and listen for what I don’t know.