The NationSwell Council on influencing social and economic mobility in America

In Q2, members of the NationSwell Council and team set out across the U.S. for a Salon series dedicated to exploring Mobility in America.

Specifically, our members were interested in unpacking the role our education, government, communities, and families have to play in influencing social and economic mobility — and how our own personal narratives are indelibly intertwined with broader mobility trends.

The series brought us face-to-face with transformative leaders from diverse sectors, sparking discussions that were as rich as they were enlightening. Some of the Council members who were in attendance came together to describe the most actionable insights, resources, and practices that were shared during the events — our full recap appears below.

Key Insights and Questions:

  1. Mentorship is vital to economic and social mobility
  2. We’ve created a narrative of a post-secondary path that is not the reality for most
  3. Policy and legislation are key for advancing mobility
  4. AI will change how society calibrates social mobility
  5. Is social mobility a proxy for proximity to whiteness?
  6. How much coercion are we willing to assert to increase social capital?
  7. Psychological barriers to success can be overcome by strategies that address the mental models of family and community 
  8. Is scale the enemy of impact?
  9. To be truly inclusive, DEI initiatives must include the ex-offender population 
  10. How do we shift narratives when media norms aren’t built for narrative shifts?

What leaders who attended are saying:

NationSwell asked members in attendance to respond to two key questions:

  1. In your own work, how can you support the strength, the visibility, the power, and the influence of ideas, individuals, and institutions from outside the dominant frames that shape and distort our world—be they whiteness, US exceptionalism etc. 
  2. In your work, how can you support and elevate the ideas, individuals, and institutions that are often overlooked or marginalized by mainstream perspectives? (Who can you lift up and how?)

Brian Lovins, President, Justice System Partners

At JSP, we work closely with justice involved individuals and find that while our society says they believe in 2nd chances, we often create significant roadblocks to bringing people back to our communities after a prison sentence. Two major challenges–housing and employment. We have amazing people who have served their sentences and need legitimate pathways forward so they can be their best self. Finding ways to eliminate the labeling of people as ex offenders, convicts, and inmates; centering their humaness, giving grace, and providing direct paths to housing and employment would be great first steps. 

Baffour Osei, Robotics Lab Manager, Princeton University

In your own work, how can you support the strength, the visibility, the power, and the influence of ideas, individuals, and institutions from outside the dominant frames that shape and distort our world—be they whiteness, US exceptionalism etc. 

We can intentionally create spaces and validate them with the authority structures that currently exist in our organizations. E.g. We’ve created a spontaneous book club in our lab focused on our library of books of autobiographies, analyses, etc. around individuals and groups of people from various socioeconomic backgrounds, ethnicities, religions, nations, and other dimensions of diversity. Conversations centered around these topics don’t usually happen in engineering settings and so this library along with the spontaneous book club events are meant to change that by creating spaces where these conversations that touch all of us can happen. We’ve had books donated to our library by other guests and faculty as well and continue to seek ways to grow attendance and encourage our lab residents to come and keep returning. I think a big portion of this is my attendance as the manager of the space and also getting faculty to attend as well as encourage their lab groups to attend. People will leave our robotics program to become leaders in academia and in industry and so it’s imperative that they have proper social frameworks with which to engage their future mentees, coworkers, and customers in person and with their products and services.

In your work, how can you support and elevate the ideas, individuals, and institutions that are often overlooked or marginalized by mainstream perspectives? (Who can you lift up and how?)

We can and have been doing this with the spontaneous book club. Among the books in our library are Crippled, Pedagogy of the Oppressed, Freedom is a Constant Struggle, The Hundred Years’ War on Palestine, Viral Justice, The New Jim Crow, and so many more titles. The Spontaneous Book Club structure allows our patrons to pick any book, read for 40 minutes, and then share what we read with the group and discuss. This allows us to learn about different authors’ perspectives on different topics and view tying lines between our various books since we’re all reading something different. Topics that we would’ve never discussed all of a sudden arise in these conversations and many of our patrons have shared taking action and changing behaviors as they learn new information. Our patrons also share how their personal experiences are reflected in these writings or may even contradict some of them. The point is this setting opens up all of these conversations and elevates these ideas, individuals, and institutions for discussion and adjusted behavior moving forward with a new respect and honoring for elements that have been invisible to us in the past.

Kanene Holder, Manager, Create Labs Ventures

As a former educator turned diversity trainer and ethical AI advisor, I’m often called in to manage a crisis. Too often it’s too late. My answers don’t focus on fixing the issue, but rather on preventing the issue and building the capacity to navigate disequilibrium. 

Linkedin is filled with infographics and cheat sheets to maximize productivity and leverage IQ to boost KPIs but rarely are there tools to unleash EQ- emotional intelligence. This overemphasis on people being an ends to a means and a series of data points and accountability measures can trigger mental health issues due to their rigid adherence and reward for those who “succeed” at all costs. The costs include frayed relationships with family, friends, their self concept and their health.

The culture of work is starting to evolve beyond the ruinous compartmentalization that forces people to choose between their personal and professional goals, but not fast enough. GenZ is leading the charge but too often a culture undergird by a Puritanical work ethic is weaponized to shame them into submission rather than make accommodations that would benefit the mental health of all workers. 

Additionally post Covid, I observe what I call “the trauma class”. People who regardless of social economic status are experiencing trauma and triggering the trauma of others. Trauma is no longer relegated to a tragic few or a large majority of those experiencing poverty. The trauma class is diverse. From those who experience school shootings to the opioid crisis and dealing with mourning due to Covid or not being able to afford healthcare, increasingly trauma looks like you and me. Even. when you are minding your own business, isolation from trauma is becoming more difficult. Due to rising rates of homelessness you might experience vicarious trauma as you witness the mental breakdown of someone on a train or in the street. 

The solution is a paradigm shift that centers soft skills and is trauma informed to ensure people feel valued regardless of their ability to “perform”. Having a workplace that is conditional on performance is one fueled by fear which too often metastasizes into stress, resentment, overwhelm, burn out or worse. A workplace that values the whole human being can inspire more innovation, creativity and resilience because fear is replaced with trust. Leaders that master emotional intelligence can model how to balance personal and professional goals and co-create healthy ways for coworkers to deal with stress, grieving, health and other issues. Mental health can be a culture of wellness if designed with human potential and connectedness in mind.

Susan Mason, Founder, Susan Mason Consulting

In your own work, how can you support the strength, the visibility, the power, and the influence of ideas, individuals, and institutions from outside the dominant frames that shape and distort our world—be they whiteness, US exceptionalism etc.

I focus on amplifying diverse voices and perspectives. This includes:

  • Prioritizing Underrepresented Narratives: Centering the experiences and insights of people impacted by the system first, instead of as an afterthought. 
  • Encouraging Proximity: The lived experiences of others helps the dominant culture understand exactly how systems impact individuals and communities. This promotes a deeper understanding of systemic issues. 
  • Strive to Operationalize: By consistently integrating best practices, organizations can move from constantly being in the education phase to truly achieving equity and inclusion. Inclusion is the only way to move past the dominant frames mentioned above; while learning is essential, incorporating these principles is the key.

In your work, how can you support and elevate the ideas, individuals, and institutions that are often overlooked or marginalized by mainstream perspectives? (Who can you lift up and how?) 

  • Promoting Inclusive Practices: Keep sounding the alarm that organizations must prioritize operationalizing diversity, equity, and inclusion.
  • Collaborative Projects: Partner with organizations that want to elevate their inclusion and create joint initiatives.
  • Advocacy and Awareness: Use my platform to raise awareness about the systemic issues faced by people with conviction histories and continue to push for inclusion.

Errika Moore, Executive Director, STEM Funders Network

On many occasions, philanthropy is automatically invited to the table when unfortunately fellow community partners are not.  Thus, philanthropy must leverage its circle of influence to effect change, ensure more inclusive dialogues, and create equitable space at traditionally exclusive tables. In my role as a leader in and representative of a philanthropic organization, I encourage our partners to give grantees access to their circles of influence to enhance their strategic partnerships, openly market their grantees to provide visibility, and overtly stand with their grantees to empower them during challenging times.  We are currently operating within a troubling and divisive landscape within education.  Thus, this is an opportunity for philanthropy to serve as champions for justice reflecting persistence amid resistance.  In this heightened capacity and positioning, we can support the strength, the visibility, the power, and the influence of ideas, individuals, and institutions from outside the dominant frames that shape and distort our world. The decisions we do or don’t make now will have multigenerational effects.

In my role with the STEM Funders Network, I have the opportunity to illuminate the ideas and initiatives of marginalized organizations or organizations that represent and support marginalized communities.  The STEM Funders Network is a community leader and partner. As such, it has an obligation to community service and uplift. As I engage in events like the Science Summit hosted by the Simons Foundation, the NSF ADVANCE Equity in STEM Community Convening, or the CONECD conference I meet organizations and STEM leaders from around the country that are making a difference and making an impact.  Through our social media platforms, via our Power of Positive InfluenceTM webinar series, or through partnerships with national media leaders such as STEM Magazine we have an opportunity to leverage our social capital and give voice and agency to overlooked, under-resourced, and marginalized organizations or communities. Not because they “need” us to…but because their great work deserves elevation and illumination.  So often our systems give credence to mainstream or “big box” entities and devalue leaders in marginalized communities.  Philanthropy has an opportunity to be a catalyst for innovation, a change agent, and a positive disruptor of systemic challenges. 

Resources shared:

Fresh Perspectives Unlock Creative Wealth-Building Solutions in Cities Across America

Most Americans live in cities; in fact, almost 90% of us will be city residents by 2050. Yet, every community is different and requires locally relevant solutions to the challenges and opportunities they face due to geography, history, industry, and many other place-based factors. City leaders with a local focus and lived experience in the communities they serve have never been more vital and influential in helping communities thrive across the U.S. 

Mayor Quinton Lucas of Kansas City, for example, has led the way on free public transportation and the creation of a Housing Trust Fund that has so far allocated about $19 million to support affordable housing projects and create nearly 1,000 affordable units, in a city where he grew up and experienced homelessness. But, resources in these public sector teams are stretched, capacity is limited, and space for creativity to solve systemic issues is hard to come by. 

The danger of never making space for creative thinking in local government or empowering city leaders to try new approaches is that inertia is inevitable. If neighborhoods in cities across America are to break out of cycles of inequality and build resiliency and generational wealth, we must embrace new ideas that challenge the status quo. 

In that vein, innovative impact leaders are creating ways to overcome capacity hurdles and support the important role that city government plays as a change agent. FUSE is a national nonprofit with a mission to increase the effectiveness of local governments in building more equitable communities. They have a unique method of empowering public sector teams to be the source of creative, community-led solutions for wealth-building among underserved populations. 

The FUSE Executive Fellowship Program hires diverse private-sector professionals and embeds them in government agencies on a full-time basis. These fellows bring new ideas, research, and action, all in service of advancing racial equity and addressing pressing challenges facing city communities. This allows FUSE to pursue creative approaches and public-private partnerships. Many fellows continue working in the public sector after their projects are complete, creating a unique pathway for private-sector professionals to make career moves and fulfill their desire to achieve greater impact in the communities where they work and live. 

The interventions by the FUSE Executive Fellows always begin with deep community listening, which is the genesis of fresh ideas: from the community, for the community. They integrate insights with data and human-centered design to help address seemingly intractable problems. For example: How can you preserve affordable housing and promote climate resilience in Durham, NC? How can you ensure everyone has access to fresh food in Birmingham, AL? How can local government use data and analytics to reduce reliance on incarceration and drive criminal justice reforms throughout LA County? How can county leadership help bridge the digital equity divide in Central Texas? And — in many places — how do you shift a workforce into a new era of needs and opportunities, post-pandemic?

Washington, D.C., witnessed a tremendous loss of jobs during the pandemic, particularly within the hospitality and leisure industries. The District’s Workforce Investment Council partnered with Karla Yoder, FUSE Executive Fellow to create a strategic plan to create a more resilient local ecosystem, for workers and employers. Yoder’s work not only highlighted how workers earning low wages were bearing the brunt of job losses but also noted accelerated shifts in the workforce landscape, with demand surging for workers in healthcare and technology. These factors underscored the need for employers to embrace skills-based hiring in order to service new and growing needs. In response, Yoder designed recovery initiatives tailored to D.C.’s workforce, including career coaching for unemployed residents and fostering partnerships between employers and skill-training providers.

FUSE Executive Fellow Daniel Han’s work with the City of Long Beach is another great example of innovative solutions supporting those at the highest risk of economic disruption. He helped the City connect nontraditional, community-based lenders to small business owners of color who were struggling to access capital. “The one thing that remains consistent is the critical leadership role that local government has in being a social innovator, change agent, and advocate for creating an inclusive platform for small businesses to thrive in the community,” said Han.

Just recently, FUSE Executive Fellow Kay West embedded with the City of Fort Worth to help revitalize their Economic Development Department’s “Business Assistance Center” to better support small businesses and entrepreneurs. West’s engagement with the community led to changes that made the Center more accessible, responsive, and fortified — including streamlined processes, more flexible opening hours, a more user-friendly “one-stop shop” web experience; and community convenings to foster inclusivity. “It brings me much joy to serve as a community quarterback to propel impact and bring national resources to my city,” said West, who continues to help communities and economic development organizations advance small enterprise initiatives and build capacity for equitable entrepreneurship programs.

The FUSE Executive Fellowship is one of a variety of exciting new localized wealth-building and social innovation models that are emerging. These programs show how fresh perspectives and an injection of creative capacity can make significant changes in large systems. Other models include building strength through networks that share insights and support between cities, like the Strong Cities Network that exists to help leaders address all forms of hate and polarization; or lifting up the voices of the unheard across a state in order to drive policy change, as demonstrated by End Poverty In California, which was founded by the Michael Tubbs, former Mayor of Stockton, California. 

We need this variety of solutions and an upswell of energy behind local government action to address a holistic issue like wealth building in underserved communities. Housing, education, workforce development, financial inclusion, small business support, digital equity, social cohesion, place-making, culture building — all of these elements and more are part of empowering a community to define its own future and build economic and social resilience. Funders and impact partners often struggle with how to help drive this type of cohesive community impact, when they are focused on one or two issues. 

The FUSE Executive Fellow model offers inspiration for one way forward: harnessing the power of creative individuals to integrate local knowledge, skills from the private sector, and collaborative coalition-building to turn the vision of community wealth-building into concrete policies and initiatives. From helping the City of Houston to create a comprehensive digital inclusion strategy that prioritizes those marginalized households that lack broadband access, to partnering with Cincinnati to help create 4,000 quality green jobs as part of a just transition to the green economy, to empowering Mayor Dickens in Atlanta to launch the Faith Based Development Initiative to create thousands of affordable housing units, the FUSE approach is effectively fast-tracking local government innovation across America. 

In a year when national elections will be held in at least 64 countries around the world, it is vital to remember that change starts at home—and local leaders are the ones whose decisions will have the greatest impact on daily lives. In this context, it’s energizing to see impact leaders like FUSE rally behind local government teams and innovate to allow creative, community-driven approaches to wealth building to flourish in cities across the U.S.


Visit fuse.org to learn more about their Executive Fellowship program.

What Makes a Joyful Community?

This question stays top of mind for me. A joyful community is at the core of Seattle Foundation’s vision as we strive for shared prosperity, belonging and justice in the region.

I’ve also been reflecting on a joyful community due to an experience hosted by NationSwell. In March, I joined a gathering of corporate and philanthropy leaders in Montgomery, Alabama to reflect on the civil rights movement and the journey towards justice in the United States.

I have history with the south, as a part of my family has roots in Mississippi. Walking around Montgomery somehow felt like being home again with people and a culture so familiar to me. It also brought me proximate to the places – like the Bricklayers Hall which served as the headquarters for the Montgomery bus boycott – that were important meeting grounds for the civil rights and social justice gains that we are fighting to protect today.

While in Montgomery, we toured the Legacy Museum, created by Bryan Stevenson and the Equal Justice Initiative. As I walked through the exhibits, I reflected on the lasting impact of the institution of slavery in this country – Jim Crow laws, school segregation, redlining, the criminal justice system, and so on. As I exited, there was a quote that summed up the museum’s purpose and commitment to justice – that the children’s children of those who endured these times, could one day live unburdened by the legacy of slavery.

That struck me – to live unburdened by the legacy of slavery. My time in Montgomery invited reflection on that legacy in my own life.

My paternal grandfather came to Cleveland from St. Louis when he was a young man. He and my grandmother settled in the City of East Cleveland, a predominantly Black community, and invested in real estate to ensure no one in the family would ever go without a home. Not too long ago, out of curiosity, I asked my aunt what prompted my grandfather’s move to Cleveland. Her response – a group of white men threatened to kill him. He was fleeing for his life.

My maternal grandfather was a farmer in a small town in Mississippi. It’s where my mom was born, raised, and learned to work on a farm. I remember spending a few summers on that land. I was also aware that my grandparents likely did not own the land on which they lived and raised their children and some grandchildren. And discussing why was not a conversation that the elders in my family openly had.

In 1989 when I was six years old, my mom married an incredible guy who became my bonus dad. His name was Eddie. He was funny and quirky. He was also white. In three states in this country from the 1980s, 1990s, and as late as 2000, my parents could have been jailed because of the illegal nature of their interracial relationship.

At 41 years old, I hold this history and memory in my body that is defined by the impacts of slavery, white supremacy, and institutional racism. What would it feel like to be unburdened by this?

I believe it would feel like joy.

Joy has been at the center of my work for some time now because it is a way to bring people together. Regardless of lived experience or status, joy evokes a certain feeling, even a sound. Through joy, we find warmth, laughter and belonging. For some, joy is rooted deeply in faith; and in it, we find strength. Joy is something that no one can take away from us. For others, joy is an act of resistance (as first coined by poet Toi Derricote), and liberation. We have the right to exist and to be free.

We all deserve access to a safe home, connection and belonging, and resources to live our best lives. We also deserve to live in communities unburdened by racism, othering, discrimination, and violence. These are all building blocks to a joyful community.

So, how do we get there?

A part of the solution is for all of us to do better in valuing and honoring the humanity of our neighbors who are different from us. The other part – and this is critical – is meaningful, equitable, and sustained policy and systems change. The burden and legacy of slavery is clearly found in systems and policies that were designed for only some to succeed. To realize a joyful community of shared prosperity and belonging, we must change that.

Seattle Foundation recently completed a strategic plan outlining the work we will do over the next three years to move towards making the vision of a joyful community a reality. We will make bold moves in innovative financing for affordable housing production, climate justice, and increased access to make childcare more equitable. Throughout our grantmaking and advocacy, we will remain committed to racial equity and justice, community organizing, and policy reform. We’ll remain steadfast on this journey until every individual has true agency and power over the direction of their lives and systems are not barriers to their success.

The path ahead will be difficult but I will not be deterred because I know what I’m after – joy. Not just for me, but for generations to come. Generations of babies that will one day grow and thrive as adults whose experiences are not altered by the impacts of systems that have failed to serve them. Future adults who will be able to move through this world without fear, with true freedom, and full of joy.

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].