Topic: Economic opportunity

Built to Thrive: Learnings from Wells Fargo

Built to Thrive: Learnings from Wells Fargo

This report offers a look into the Open for Business Fund Asset Ownership Program’s localized models, aggregate impact, and key program takeaways.

The total impact of the $100 million Open for Business Fund Asset Ownership Program demonstrates that the program did more than keep storefront lights on—it moved small businesses from chasing stability to a clear pathway for job creation, scale, and building wealth, while driving a ripple effect of impact across community partners, local small business ecosystems, and communities at large.

It did this through a targeted yet flexible overarching strategy that was laser-focused on helping business owners acquire tangible business assets like property, and equipment. In each of the five markets, local community partners designed tailored capital interventions to fit the needs of small businesses in their community, ranging from grants to acquire equipment, forgivable down payment assistance, 0% interest loans, grants for commercial property improvements, and more.

Insights across five markets describe business owners who have added production lines, hired staff, and negotiated larger contracts after securing critical assets: property, equipment, and technology. At the same time, community partners report stronger balance sheets of their own and a web of newly forged relationships that continue to pay dividends beyond any single grant.

In short, the combination of market-specific, targeted strategies, and flexible capital, plus hands-on support and ecosystem development has proven to be a scalable engine of broadly shared growth.

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Fueling Rural Prosperity on Rural Terms

Posted on by Brianna Provenzano

Rural communities are seeing renewed interest from outside capital — data centers, manufacturing sites, energy infrastructure, and more – promising jobs and tax base growth. But these investments often come with tradeoffs: land taken out of agricultural use, heavy demands on water and energy systems, and decisions made far from the people most affected.

Together with leaders from business, philanthropy, and the social sector, participants took part in a conversation on how to invest in rural economic prosperity without stripping local communities of agency, exploring what responsible investment looks like when rural regions are asked to host large-scale infrastructure and enterprise and how models that prioritize local ownership, shared decision-making, and long-term community benefit can compete with extractive approaches.

Some of the most salient takeaways from the conversation appear below:

Key takeaways

  • Center rural communities as engines of innovation, not simply recipients of intervention. Rural regions are already generating meaningful experimentation around AI, workforce development, agriculture, healthcare, and cross-sector collaboration. Effective place-based strategies recognize and amplify the ingenuity already present within communities rather than approaching rural America through a deficit framework.
  • Define success with communities, not for them. Sustainable rural investment requires local residents, institutions, and leaders to shape priorities, define outcomes, and articulate what prosperity actually looks like in their context.
  • Invest in quality-of-life infrastructure as an economic development strategy. Metrics like job growth and GDP rarely capture whether a community feels resilient, hopeful, or connected. Strong schools, childcare systems, healthcare access, elder care, and community institutions are not secondary benefits of growth; they are often the conditions that make growth possible in the first place. Communities that prioritize livability and belonging are better positioned to attract and retain talent over time.
  • Build trust through local leadership and local hiring. Outside organizations move more effectively in rural communities when they work through trusted local relationships and invest in leaders who already understand the community’s culture, history, and priorities. Hiring locally and empowering community-based intermediaries accelerates credibility and deepens long-term impact.
  • Treat limited bandwidth — not lack of creativity — as the core capacity challenge. Many rural communities already possess strong ideas, entrepreneurial energy, and civic commitment, but operate with too few people carrying too many responsibilities. Strategic investments in staffing, technical assistance, and leadership development can unlock local momentum.
  • Fund partnership-building and coordination work, not just programs themselves. Coalition management, relationship-building, convening, and cross-sector alignment are often essential to rural progress, yet are chronically underfunded. Backbone organizations and intermediary partners can play a critical role in expanding local bandwidth and helping communities coordinate around shared goals.
  • Invest in local talent pipelines to create lasting economic resilience. Rural workforce strategies become more durable when communities are able to cultivate talent from within rather than relying exclusively on imported expertise. Leadership development, local service programs, education partnerships, and community-rooted career pathways can help ensure that investment remains embedded locally over time.
  • Develop more granular and community-informed data systems. County-level data often obscures important differences between neighboring communities and can fail to capture local realities altogether. Stronger rural investment strategies require more localized, mixed-method approaches that combine quantitative metrics with qualitative insights gathered directly from residents.
  • Avoid assuming that rural prosperity must look like rapid growth. In many communities, success is defined less by expansion and more by stability, continuity, and preservation.

Impact Next: An interview with Russell Innovation Center for Entrepreneurs (RICE)’s Jay Bailey

Posted on by Brianna Provenzano

At a moment of inequality and division, who is advancing the vanguard of economic and social progress to bolster under-served communities? Whose work is fostering the inclusive growth that ensures every individual thrives? Who will set the ambitious standards that mobilize whole industries, challenging their peers to reach new altitudes of social impact? 

In 2026, Impact Next — an editorial flagship series from NationSwell — will spotlight the standard-bearing corporate social responsibility and impact leaders, entrepreneurs, experts, and philanthropists whose catalytic work has the potential to shape the landscape of progress amid urgent need for social and economic action.

For this installment, NationSwell interviewed James “Jay” Bailey, President and CEO of the Russell Innovation Center for Entrepreneurs (RICE). Here’s what he had to say:

Greg Behrman, founder and CEO, NationSwell: What brought you to the field that you’re in right now? Was there an early moment, a relationship, or an experience that galvanized your commitment to driving bold action?

James Bailey, President and CEO, RICE: Part of my story is I’ve always been entrepreneurial: I started my first business at 12, bought my first house at 19, and made my first million by 23, but I didn’t have the right role models, and by 28, I’d lost everything. I went from a 10,000-square-foot house to living in a nine-by-nine storage unit. And that’s where I had to confront the truth: by the world’s standards, I had been successful, but I had zero significance. I hadn’t done anything to put a dent in this world.

A big part of that story goes back to losing my mother, Millie L. Bailey, when I was 19. She never made more than $40,000 a year, but she was one of the greatest philanthropists I’ve ever known. She worked with young people in the juvenile justice system, brought kids home for Christmas, made sure they felt seen, valued, and loved. When she died, all of that left my life, and money became my hiding place. Big houses, nice cars — all of it covered up a kid who was grieving.

I remember thumbing through a photo album and seeing pictures of all these kids throughout my life that my mother would make a part of our lives, ensuring that they had exposure to something different. Slowly I found my way back to my core, and to her example, and that’s when I stopped chasing success and started dedicating my life to significance.

Behrman, NationSwell: Is there a particular program, signature initiative, or some facet of the work that you would like to spotlight for us that is driving outcomes for the work?

Bailey, RICE: I love Atlanta. I was born and raised here, and I believe Atlanta has the chance to be the most consequential city of the next 100 years: the collision of corporations, culture, and community — if we get our act together — could create something few cities can match. But I love my city enough to be honest: we’re the worst city in the country for income inequality and economic immobility. And if you’re not willing to talk about race, I think you’re being intellectually disingenuous about solving it.

There are no poor white neighborhoods in Atlanta. There are no failing Latino schools in APS. Ninety-nine percent of the demographic drivers behind those statistics look like me. So when I chose to focus on Black entrepreneurs, it wasn’t just a social cause — I was thinking like an economist. If we’re 52% of the population but our companies account for just 8% of economic growth, there’s a disconnect keeping Atlanta from becoming everything it could be.

That’s why we chose entrepreneurship. Not because it solves everything, but because it can move the needle. I’ve long believed we lose GDP every year because brilliant ideas on the south side of the tracks never reach the marketplace — because people don’t believe they belong. And that’s why we rejected the traditional, episodic model of programming alone. Programming matters, but our goal was transformation.

You can’t ignore the loneliness, the depression, the isolation, the generational poverty and trauma. Before someone can grow a business, they have to see value in their own reflection. They have to feel belonging. Then you build the scaffolding — the infrastructure, the support, the pathways to actually start and scale. Both are necessary for the people we serve.

That’s built into the DNA of the Russell Center. It’s one of the few places in the country where the place that serves the people is built, run, and supported by the people it serves. Our architect, our contractor, the products on my shelf, even the snacks — they all come from our entrepreneurs. That circular economy creates allegiance, covenant, and community. And at the heart of it all, more than access to capital, is culture: a community of collaboration, support, and belief. That mindset shift is everything.

NationSwell: What makes this model different — what you have learned from the outcomes you’re generating?

Bailey, RICE: My core inspiration was the HBCU model — historically Black colleges and universities — which have been one of the greatest economic mobility engines in our community for the past 100 years. I wanted to build the entrepreneurial equivalent of that experience; I didn’t want a model where you come for four weeks or 18 weeks, graduate, and that’s it. What’s unique about what we do is that it’s a continuum of engagement across the life cycle of a business; you don’t graduate out.

That ties back to the circular economy we’ve built: companies that are thriving pour into the ones coming behind them. It creates the same kind of culture you see on a college campus — seniors tutoring freshmen, freshmen aspiring to be seniors. Every day, even outside the curriculum, people are being inspired, exposed to new pathways, and changed by proximity, and so much of that transformation has nothing to do with what’s on the transcript.

That model pushed us to think about serving the whole entrepreneur beyond just what we can teach. How deeply can we understand what makes a person himself, what he is trying to do, and what actually works for him? That’s why I value business experts at the same level as therapists and psychologists in our curriculum: That whole-person approach — our ability to grow, retain, and build real community as we grow — is something I haven’t really seen anywhere else.

Behrman, NationSwell: Can you walk us through a couple different facets of the work you’re leading that are particularly exciting to you right now?

Bailey, RICE: One of my biggest learnings in this work is that, yes, access to capital will always matter for entrepreneurs; you plan for that. But what I’ve found is that community is a deep need, in many cases even more urgent than capital. 

Where I come from, I didn’t grow up seeing a lot of Black billionaires or people running multinational companies. And when 98% of Black-owned businesses have just one employee, there’s a reason for that. So much of it comes down to how we see ourselves as entrepreneurs. I bought into the narrative that success meant hustling, grinding, doing everything yourself. What I want at the forefront of our work is breaking through that mindset — giving people the exposure, access, and belief to say, ‘Why couldn’t my idea become the next great company?’ That kind of exposure creates belief.

The second thing we’ve identified is a huge donut hole in the ecosystem: the growth-stage entrepreneur who isn’t a venture-backed tech unicorn, but a bedrock, missing-middle business. If you’re a startup with an idea, there’s support. If you’re a high-growth tech founder chasing a massive exit, there’s support. But if you’ve got 15, 20, 30, even 150 employees and you’ve plateaued, there’s almost nobody built to help you break through. That’s why we’re building out the Scale Studio to surround those companies with the accountants, attorneys, consultants, and capital they need to grow. The businesses stabilizing our economy are the ones getting the least support.

And the third is campus expansion. Early on, when we mapped the barriers to starting and growing a business, things like housing, childcare, and healthcare were at the top of the list. So one of our big ideas is: how do we go from a 70,000-square-foot campus to something bigger — adding housing, medical care, affordable office space, and other supports around the entrepreneur? How do we fully build out that whole-entrepreneur model and make sure Atlanta stays affordable enough to dream? Because if the city becomes so expensive that people with ideas have to leave, then dreams can’t live here. We want to be a speed bump against that.

So those are the three big areas for us: mindset as part of the theory of change, support for the missing middle that no one is really serving, and expanding beyond our current footprint to truly meet the needs of the people we support.

Behrman, NationSwell: Of the socially motivated leaders you consider your peers, are there any whom you hold in particularly high esteem, and how has their approach shaped your own leadership?

Bailey, RICE: There’s one in Atlanta who absolutely needs to be on people’s radar: Dr. Lakeysha “Key” Hallmon, the founder of The Village Market. I remember meeting Key when she was just a teacher with a big idea, and now she’s built real spaces for entrepreneurs, business owners, and creatives. 

In Detroit, Alexa and Johnnie Turnage, the husband-and-wife team behind Black Tech Saturdays, are two of the most inspirational people I know; they make technology sexy and fun. I’ve been to Detroit to speak with them, they’ve brought their team down to Atlanta, and the passion they have for moving the community forward is infectious. 

And then, when I think about my core motivation, I have to name someone who’s no longer with us: Maynard Jackson, Atlanta’s first Black mayor. I draw endless inspiration from him. His courage helped change the direction of Atlanta and, in many ways, the South. He paid a real price for it, but he made that sacrifice to create opportunity. He’s responsible for creating more Black millionaires than any other mayor in American history, and he did it with grace, style, humility, and empathy. His legacy is still shaping all of us.

Behrman, NationSwell: Are there any resources you’d recommend — books, podcasts, Ted talks — that have influenced your thinking that might influence others as well?

Bailey, RICE: I quote Rudyard Kipling’s poem “If” constantly, and then there’s “Invictus” by William Ernest Henley — Out of the night that covers me / black as the pit from pole to pole … I am the master of my fate / I am the captain of my soul. Those are two I come back to. And honestly, another quote that I return to all the time is simpler: “don’t quit.”

In terms of other things that influence my thinking, I’m a city boy with country leanings. My wife and I are landowners here in Georgia, and nothing clears my mind like getting out of the city, getting into the country, and hopping on my four-wheeler. For some people it’s a massage, a round of golf, whatever people do to unwind — for me, nothing compares to being on that ATV and just riding.

There’s something about it that brings me real joy, release, and freedom. The engine is so loud you can’t hear your phone, can’t feel it vibrate, can’t hear it ring. And that means, for a little while, you’re free — free to just be, without any connectivity to the device or the world. It’s how I get away from everything, and it’s one of the things I cherish most.

Five Minutes with… the Northern New Mexico Pathways to Opportunity Strategy Table

Posted on by Brianna Provenzano

As funders look to move from isolated grants to systems-level impact, the need for durable, place-based models that communities can shape — not just receive — has never been clearer. In northern New Mexico, the LANL Foundation and the Annie E. Casey Foundation are collaborating with twenty other funders to pioneer the next frontier of place-based funding with the Northern New Mexico Pathways to Opportunity Strategy Table: a 15-member collaborative that brings philanthropy, public agencies, community leaders, and young people themselves together to align resources for those too often left out of education and workforce pathways.

What began as a listening process and a fund-mapping exercise has since evolved into a distinctly ambitious model that blends pooled philanthropic, corporate, and public dollars; youth-led participatory grantmaking; and capacity-building designed to help nonprofit  and tribal organizations grow stronger over time. The result is a more community-rooted way of thinking about how grant funding moves, who helps shape it, and what long-term success looks like.

For this installment of Five Minutes With…, NationSwell spoke with Alvin Warren, Vice President of Policy and Impact at the LANL Foundation, and Tomi Hiers, Vice President of Center for Civic Sites and Community Change at the Annie E. Casey Foundation, about what it took to move this work from convening to action, why the Strategy Table built youth voice into the model from the start, and what other funders around the country can learn from this effort. 

NationSwell: What is the Strategy Table, and what challenge was it built to address?

Alvin Warren, LANL Foundation: From our side, it’s important to understand that we’re a 100% place-based foundation based in Española, New Mexico, and we serve a predominantly rural and tribal region across north-central New Mexico. We were created to address a very specific geography: a seven-county, eighteen-tribe region of northern New Mexico.

One thing I knew from my time at Kellogg was that when national funders looked at New Mexico, they often focused only on Albuquerque, and there are understandable reasons for that, especially when funders are trying to meet numerical targets. But what struck me were the many opportunities to invest in good work in rural New Mexico — including work aligned with Casey’s Thrive by 25 framework — and yet that work often wasn’t visible or accessible to larger funders. Sometimes it was happening at a smaller scale; sometimes there were structural barriers that made it difficult for national funders to support smaller, rural organizations or tribes.

So we realized a mechanism might be needed to both draw attention to the opportunities and needs in Northern New Mexico and also make it logistically possible for funders, especially national funders, to invest in a way that felt informed, respectful, and shared. That’s really the blueprint for what the Strategy Table became.

Tomi Hiers, Annie E. Casey Foundation: At the Annie E. Casey Foundation, we made the decision to dedicate roughly 50% of our grantmaking to improving access to opportunity for young people ages 14 to 24 through our Thrive by 25 commitment, and we wanted to begin implementing that work in three places: our hometowns of Baltimore and Atlanta, and also Albuquerque, New Mexico — a place where the Foundation had already been active for about two decades, particularly around systems impacting justice-involved and child welfare-involved youth.

As we started thinking about a place-based strategy in Albuquerque and about working in deep partnership with nonprofits helping young people connect to education, training, employment, youth leadership, and financial stability, we knew it was important to understand the local philanthropic landscape. As a national funder, there can sometimes be tension around how national philanthropy shows up in a place, so we wanted to be a strategic co-investor; we wanted to know who the local funders were, what their priorities were, how those priorities aligned with ours, and how they wanted national philanthropy to support their work.

That’s how we began building relationships with local funders, and with Alvin, who was then at Kellogg and later transitioned to LANL Foundation. Those early conversations about what was important in the broader community, and what kinds of partnerships could help address barriers facing young people, were really the building blocks that eventually led to the Strategy Table.

NationSwell: What makes this different from a traditional workforce or economic development effort?

Warren, LANL Foundation: Northern New Mexico has one of the highest rates of disconnected, or “opportunity,” youth in the country: nearly one in four. For some populations, including Native youth and young parents, that number can be even higher. And this is happening in a region that also has real deserts of opportunity — places where access to paid internships, career training, or youth development programs are limited or uneven. So the goal isn’t simply workforce development in the conventional sense, it’s about transforming the landscape of opportunity so that young people, regardless of where they live in the region, have access to meaningful pathways.

What makes this model distinct is that it’s a pooled fund with three important differences. First, it’s designed to pool philanthropic, corporate, and public dollars, which is relatively unusual. Second, the grantmaking is done through a youth-led participatory process. And third, the model includes dedicated capacity-building support through a Regional Resource Hub, so grantees aren’t just getting one-off dollars, they’re also getting technical assistance, peer learning, and support to become more competitive for larger public and philanthropic funding over time.

Hiers, Annie E. Casey Foundation: What was attractive to us about the Strategy Table was that it offered leverage, sustainability, and scale. We rarely go it alone as a funder; we think a lot about how to use philanthropic dollars to leverage public funding or to bring other philanthropic partners into the work. We’re always asking: how do we have impact beyond a few hundred young people served directly? How do we influence policy and practice?

So part of what was exciting here was that there were already strong efforts underway, and a number of the funders at the table were supporting that work, including state agencies. The question became: how do we scale the best and most promising practices around education, training, and employment for young people, especially those who are often left behind and locked out of opportunity?

NationSwell: How have the Annie E. Casey and LANL Foundations helped move the work from convening to action?

Warren, LANL Foundation: We formally launched in 2021, and the first major step was a fiscal map. We partnered with the Children’s Funding Project and used the Thrive by 25 framework to do a five-year lookback on philanthropic investments in the region. Initially, we were only going to look at philanthropy, but the Casey Foundation pushed us to include public investments as well, and that was transformational; it would have been a huge missing piece otherwise.

At that point, the table had grown from an initial group of four funders to about ten. When the fiscal map was completed, we made what turned out to be a very important decision: instead of releasing the report publicly right away, we paused and took the findings out to our community first. We held a series of community gatherings, including a tribal-specific gathering, across the region, including in very rural communities. We also ran a survey and held focus groups, including one focused on underrepresented youth and another for policymakers and public funders. That process took about a year, and it was all about listening to how community understood the data and what they believed should happen next.

The other major shift from convening to action came when Casey helped us recognize that if we were serious about this, we needed infrastructure. Casey was the first funder to commit real resources to support the backbone and operations of the collaborative. Without that early investment, we would not have been able to grow the table or move toward implementation.

Hiers, Annie E. Casey Foundation: We think a lot about leverage. There’s power in bringing other funders to the table and in aligning philanthropic dollars with public systems. For us, this was an opportunity to support a table that was already rooted in a particular place and to help build something that could influence systems, not just fund isolated programs.

Once the fund mapping report came back, it became easier to think strategically. It helped us understand both where resources were flowing and where they weren’t. There was one county, for example, where the lack of investment was striking. That allowed the table to ask: What problem are we trying to solve, and what can a pooled set of more nimble philanthropic resources actually do?

From there, it was about planning carefully and building toward a model that could invite local partners into a meaningful, well-designed process for competing for and receiving resources.

NationSwell: What does the most helpful philanthropic support look like in a collaborative like this?

Hiers, Annie E. Casey Foundation: Flexibility is really important. In the early days, there was some willingness from other funders to include Albuquerque because Casey was doing work there. But we took the position that even though we were active in Albuquerque, this table was focused on northern New Mexico, and that was okay. We didn’t want our partners to contort themselves to make something work for us just because of how we had originally framed our priorities.

So for other funders or strategic partners joining a table, I think one of the biggest lessons is: if there are places where you can be flexible in service of the broader effort, you should seriously consider that.

Warren, LANL Foundation: I’d add that impact comes from infrastructure. Funders often want as much money as possible going directly out the door, and of course that matters. But if you under-resource the infrastructure it takes to do something complex like this, you undercut the impact. That means staffing, facilitation, evaluation, communications, support for the youth advisory members, and all the connective tissue that makes a collaborative actually function. Those investments may not always feel as exciting as direct grants, but they’re what make the grants more effective.

The other thing is: lend a hand. This doesn’t work if one organization is doing all the labor. Casey and other funders have actively helped make introductions, bring in new partners, and expand the pool, and that’s part of how we’ve grown the number of contributing funders. 

And finally: show up. It matters when national funders come in person, meet grantees, and participate face to face. That presence builds trust and changes the quality of the relationship.

NationSwell: What’s one anecdote or example of progress you’ve seen that shows the model is working?

Hiers, Annie E. Casey Foundation: One sign is simply that partners are still there, and new partners keep joining. My understanding is that this kind of table is something relatively new for northern New Mexico: funders coming together in this way with each other, with public systems, and with the broader community. The fact that the table has held together and continued to attract interest is itself a meaningful sign that the model is offering something valuable.

Warren, LANL Foundation: We’ve now been able to make 19 grants, almost all at the $100,000 level, with a couple slightly smaller based on what grantees requested. Based on grantee data, we anticipate reaching at least 800 young people by the end of the first year.

What’s especially exciting is the growth in participation in the pooled fund itself. As of the end of last week, we had 21 corporate and philanthropic funders either contributing or engaged in supporting the youth fund in some way, including 17 philanthropic funders and four corporate funders. And our largest state agency partner, the New Mexico Department of Workforce Solutions (essentially our Department of Labor), has committed a $1.5 million match for our second grantmaking round.

NationSwell: What’s been your biggest challenge in standing up this work, and what have funders needed to understand about that complexity?

Warren, LANL Foundation: One of the biggest challenges was the tension between moving thoughtfully and moving quickly. We spent what I think was an appropriate amount of time doing shared analysis and relationship building. That meant bringing funders together repeatedly, defining terms, developing guiding principles, and getting clear on what success actually meant across organizations with very different strategies and metrics.

That took time — a couple of years, really. And during that period, there were certainly people saying, “We’ve been in this space too long; we need to move to action.” That pressure is understandable. But if you don’t spend time building shared understanding, you can end up with a collaborative that looks aligned on paper but isn’t actually aligned in practice.

Hiers, Annie E. Casey Foundation: I think it also helps to have a broader definition of success. To me, the table being formed was a success. Having diverse philanthropic and public partners at the table was a success. Conducting the fund map and having honest conversations about what the data told us, and what it didn’t, was a success. Those things matter. And then, yes, the grants and the impact on young people are the “cherry on top,” but the process that led there matters too.

NationSwell: What felt important about building youth voice and participatory grantmaking into the Strategy Table’s design from the start?

Hiers, Annie E. Casey Foundation: Youth leadership is one of the pillars of Thrive by 25, and our Foundation has also been doing a lot of work around intergenerational engagement. It’s one thing to talk about youth voice or youth development. It’s another to think seriously about how adults and young people actually sit together, share decision-making, and govern together.

That was part of what made this model so intriguing to us. I’ll be honest — I didn’t know exactly how it would play out. I had questions: How would the youth advisory group be structured? Who would support them? How would adults and young people sit alongside each other in a real decision-making process? But when you’re part of a collaborative, you also have to trust the design process and the partners at the table. This was a chance to see what meaningful youth leadership and intergenerational governance could actually look like in practice.

Warren, LANL Foundation: We were very intentional about making sure the young people involved actually reflected the populations the work is designed to serve. The original members of the Regional Youth Advisory Council represented Native youth and Opportunity Youth, among others. In fact, two of the most active members are young parents.

We also didn’t just bring in young people who had never been exposed to philanthropy or leadership spaces. We recruited young people who had already participated in youth development efforts and were ready for this to be the next step in their leadership. And the reason we were able to do this well is because we had already spent so much time developing shared guiding principles that became a touchstone for the table. They made it much easier to say: if we really believe these things, then youth leadership and participatory grantmaking aren’t optional — they’re part of the model.

NationSwell: What can other funders and regional leaders take away from this model?

Hiers, Annie E. Casey Foundation:  Flexibility is one of the biggest takeaways. If you’re joining or building a collaborative, there may be places where you can loosen your grip on your own preferences in order to strengthen the broader effort, but that doesn’t mean losing your priorities, it means being willing to support something bigger than any one organization.

Also: time matters. If you want to build something durable, you have to resist the urge to rush to visible outputs before the foundation is there. Build intentionally, document what matters, and be prepared to adapt as the work evolves. The goal is not speed for its own sake — it’s sustainability.

And finally, I advise folks to define success broadly. The process of building alignment, doing the analysis, surfacing the data, and creating a real table with diverse stakeholders is not just pre-work, it is part of the impact.

Warren, LANL Foundation: If I had to put it in bullet points, I’d say:

  • Be willing to learn together. We wouldn’t have this table, or this success, without the Casey Foundation, our other Strategy Table partners, and other contributors. In particular, if Casey had gotten a year in and said, “Actually, it’s been great, see you later,” I honestly don’t know where we’d be. 
  • Stay the course. Philanthropy is often too quick to pivot just as things begin to work. When you stay the course, you begin to build capacity and move towards long-term impact. 
  • Recognize that impact comes from infrastructure. You don’t win by undercutting the resources it takes to do something this complex. Funders have to invest in the infrastructure, too — staffing, evaluation, communications, facilitation, the support it takes to manage and train the Regional Youth Advisory Council. All of that is what makes the impact possible, alongside the dollars going into the fund itself.
  • Lend a hand: Don’t assume one backbone organization should do all the labor.
  • Show up, especially in person. National funders, in particular, need to remember that their presence matters. It matters when they come to the community, meet grantees, and participate via relationships, not just transactions. That can make all the difference.

The Northern New Mexico Pathways to Opportunity Strategy Table is made possible by a collaborative of 15 members: Anchorum Health Foundation, The Annie E. Casey Foundation, Aspen Institute Forum for Community Solutions, The Cricket Island Foundation, LANL Foundation, Los Alamos National Laboratory Community Partnerships Office / Triad National Security, LLC, Las Vegas (New Mexico) Community Foundation, Marshall L. and Perrine D. McCune Charitable Foundation, New Mexico Foundation, Regional Youth Advisory Council, Santa Fe Community Foundation, Taos Community Foundation, Conrad N. Hilton Foundation, Thornburg Foundation, United Way North Central New Mexico, and W.K. Kellogg Foundation.

The Placed-based Action Map

The Placed-based Action Map

Where is effective place-based impact actually happening, and who is involved? Until now, it’s been difficult to answer that with any clarity.

The Place-Based Impact Map allows users to explore initiatives across the U.S., making it easy to explore what’s happening in your region and others, and who to reach out to for insights. And the map offers place-base leaders an opportunity to promote their work to curious funders and regional supporters. A companion to the Place-based Impact Measurement Toolkit.

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The Principled Approach: Place-based Measurement Toolkit

The Principled Approach: Place-based Measurement Toolkit

Measuring impact can be hard to do accurately and effectively. Place Based Impact Measurement in particular, because every region and neighborhood is different. That can lead to overlapping KPIs and confusion over how to chart progress, and scale good ideas.

So, NationSwell’s Place Based Collaborative have created a new resource to address this gap:‘The Principled Approach’ — A toolkit to guide thoughtful, community-led, effective
measurement of place-based impact.

Whether you are embarking on place based work, or deep into it, this toolkit illuminates the key principles that put communities at the heart of not just the programs being funded, but the way the success of those efforts is quantified. A perfect companion to NationSwell’s Place-based Action Map.

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Leveraging AI & Technology to Connect More Communities to Quality Healthcare

Posted on by Brianna Provenzano

Technology is reshaping healthcare access, but progress is uneven. AI, digital tools, and data platforms have the potential to extend care to underserved communities, address workforce shortages, and improve outcomes. At the same time, gaps in infrastructure, trust, and governance risk widening disparities rather than closing them.

On May 5, NationSwell convened a group of leaders from the healthcare, technology, philanthropy, and the social sectors to unpack how AI and technology can be used to connect more communities to quality care. Together, the group focused on practical strategies for deploying technology responsibly, building partnerships that center community needs, and ensuring that innovation strengthens equity, affordability, and trust in healthcare systems. Some of the most salient takeaways from the discussion appear below:

Key Takeaways:

Ensure that technology empowers community health workers as relationship builders. AI and tech are most valuable when they augment the work of community health workers rather than substitute it. The trusted, relational role that CHWs play in their communities is the irreplaceable foundation of effective care connection. All technology deployed should be designed to protect and extend that capacity.

Design AI tools with CHWs and communities. The most responsible AI adoption in healthcare requires community health workers and the communities they serve to be active participants in tool design. Without mechanisms for feedback, bias mitigation, and accountability, technology risks widening the very health inequities it aims to address.

Prioritize data security and trust as foundational. Organizations working at the intersection of technology and community health must treat data stewardship with the same rigor as the healthcare system itself. Achieving certifications, committing to governance structures, and designing platforms that bring AI into the human loop are essential to maintaining the trust that makes community engagement possible.

Address the full picture of need, not just point-of-care data. Existing data systems often capture only what brings someone into the healthcare system, missing the co-occurring social determinants of health that shape outcomes. Continuous, relationship-based data collection with the support of technology can surface a more complete and actionable picture that enables both better resource connection and effective advocacy.

Invest in AI literacy and critical capacity for the CHW workforce. Community health workers need both the practical skills to use AI tools effectively and the critical frameworks to evaluate how those tools are designed and deployed. Approaches that build competency while also developing CHW voice in governance and advocacy are critical to ensuring that the workforce shaping communities is not left behind as technology advances.

Build toward interoperability and sustainable models. For community-based organizations to achieve lasting impact through technology, they must be able to integrate securely with healthcare payer systems. Achieving interoperability opens pathways to revenue that sustains mission-driven work in ways that philanthropic funding alone cannot.

Shift the question from “can we?” to “should we?” Across sectors, the most important orientation toward AI adoption is not simply capability, but intentionality. Keeping the focus on how technology can better serve CHWs, and continuously asking whether each application advances their interventions, is the compass that keeps this work on the right path.

Five Minutes with… Walton Family Foundation’s Tina Fletcher

Posted on by Brianna Provenzano

The Arkansas-Mississippi Delta is a case study in what community-rooted investment can make possible. Too often framed through deficit and disinvestment, the Delta is also a place of deep resilience, cultural richness, and local leadership; a region where people have been building and adapting solutions for generations, often without the level of sustained support they deserve. 

Tina Fletcher, who helps lead the Walton Family Foundation’s work in the Delta, is focused on helping shift that narrative by pairing long-term commitment with a community-centered approach to partnership. Across education, economic mobility, and leadership development, Fletcher’s work centers on strengthening what’s already working in the region and connecting the people and institutions best positioned to carry that momentum forward.

For this installment of Five Minutes With…, NationSwell spoke with Tina about what makes the Delta such a distinctive and inspiring place to work and why the greatest opportunity may be less about reinventing the Delta than investing in the talent and leadership that’s already there.

Here’s what she had to say:

NationSwell: For those less familiar, how would you describe the Delta — and what makes this region both unique and inspiring to you?

Tina Fletcher, Senior Program Officer, Walton Family Foundation: When it comes to the Delta, what stands out to me is just how much determination and resilience already exists. The Delta is a region rich in culture, community, and getting things done, with deep relationships and a strong sense of place that you can feel immediately. What makes it especially inspiring is that, despite being under-funded, the Delta has never lacked the capability to thrive. The Delta is full of people who have been leading and building for generations, people who aren’t waiting for solutions; they’re generating them in real time and in and meaningful ways. What’s needed now is investment that recognizes and accelerates that momentum because when you shift from “What’s wrong?” to “What’s working?”, the Delta looks entirely different.

NationSwell: How would you describe the Walton Family Foundation’s strategy on building trust and momentum in the Delta region over time?

Fletcher, WFF: At the Walton Family Foundation, our Delta Region strategy is simple, but not easy: show up, listen, be a good partner, and stay committed. Building trust in the Delta means investing in relationships just as much as we invest in results. In my role, I focus on strengthening what’s already working across education, economic mobility, and leadership, while finding creative ways to connect the individuals driving progress. I also bring a learning mindset to every table and conversation  I join, using data to inform the work without losing sight of community voice. That combination-commitment, consistency, humility, and rigor—is what turns trust into real momentum.

NationSwell: Can you share a moment or partnership in the Delta that changed how you think about community-centered philanthropy?

Fletcher, WFF: The biggest shift for me has been seeing what happens when communities aren’t just included—they’re in the lead. Across the Delta, I’ve seen young people, educators, and local leaders design solutions that are more relevant, effective, and sustainable than anything we could prescribe from the outside. I saw this firsthand in Jonestown, Mississippi, during a conversation with Mayor Columbus Russell, Jr., the youngest mayor in the state, and again in Helena-West Helena, Arkansas, led by Mayor Joseph Whitfield. Both are young, energetic leaders working in step with residents, partners, and funders to move their communities forward. Those moments reinforced that proximity matters. Community-centered philanthropy isn’t just about engagement, it’s about shared ownership. When communities lead together, the results aren’t just impactful, they’re sustainable. And that’s when the work doesn’t just land, it takes root.

NationSwell: For funders looking to invest in the Delta, what guidance would you offer to ensure their approach is both effective and community-centered? What are some common mistakes you’d recommend they avoid?

Fletcher, WFF: First, start by listening and plan to stay longer than you initially imagined. The Delta doesn’t need more one-off investments; it needs partners willing to build over time. Fund what’s already working, invest in capacity, and trust local leaders to guide the way. A common mistake is chasing quick wins without understanding the broader system or underestimating how long trust takes to build. In the Delta, philanthropy must focus on building trust and staying committed, because that’s what ultimately drives results. Opportunities for impact are real and plentiful, but they require patience, partnership, and a deep belief in the people closest to the work.

NationSwell: As a leader, how has working in the Delta shaped your personal leadership style, or clarified what kind of leadership this work requires?

Fletcher, WFF: This work has taught me that leadership isn’t about having all the answers, it’s about creating the conditions for the right answers to emerge. In the Delta, that means listening deeply, sharing power, and being intentional about whose voices shape your decision-making around the work. It’s also reinforced the importance of staying grounded in both data and humanity, balancing the desire for accountability and rigor with the realistic challenges Delta communities face. As a result, I am much more focused on connecting dots amongst stakeholders, leverage my organizations connections to benefit the communities we serve, funding what has proven to work, and making space for others to learn and lead. The kind of leadership this work requires is steady, collaborative, and deeply rooted in trust.

NationSwell: What gives you the most optimism about the future of the Delta, and where do you see the greatest opportunities for impact in the years ahead?

Fletcher, WFF: What gives me optimism is the talent and leadership already present, especially young leaders who are stepping up to shape what comes next, alongside seasoned leaders supporting them along the way. There’s a growing ecosystem of organizations doing powerful work, and the opportunity now is to connect and scale those efforts. I see real potential in more intentionally linking education to economic mobility, creating clear, local pathways from learning to earning and investing. The Delta doesn’t need to be reinvented; it needs to be invested in. And for funders willing to lean in, this is a moment with real momentum.

NationSwell op-ed: Predicting the Future of Work

Posted on Jacob Lepiarz and Allie Mahler

We are currently living through one of the most profound shifts in the history of work. As AI, automation, and other emerging technologies redefine jobs, skills, and career pathways wholesale, leaders across sectors are being called to meet these industry-wide undulations head-on and help shape what comes next.

That imperative is at the heart of NationSwell’s new Workforce Innovation Collaborative — a cross-sector effort designed to help leaders explore emerging workforce trends and co-design scalable solutions for a more future-ready and inclusive economy. Through shared learning, strategic dialogue, and collective action, the Collaborative aims to create the kind of trusted space leaders need to navigate uncertainty and create a future-ready workforce where every person has the skills, opportunities, and support to succeed.

To mark the launch of that work, NationSwell invited leaders from the Collaborative to respond to a shared prompt:

Which emerging signals are giving you the most optimism about the future of work right now? And where do you currently see the greatest opportunity to build a system that is more responsive to where work is headed next?

Although their responses reflect different vantage points, they converge around the common belief that the future of work will be shaped by how well leaders connect learning to real opportunity, pair innovation with inclusion, and design workforce systems that can adapt as quickly as the world around them changes.

Prompt: Which emerging signals are giving you the most optimism about the future of work right now? Where do you currently see the greatest opportunity to build a workforce system that is more responsive to where work is headed next?

“We are at an inflection point in the future of work, and I believe the greatest source of optimism and opportunity is in mastering the art and science of building truly responsive workforce systems.

The science is the strategic leveraging of predictive labor market intelligence. By shifting away from reactive measures, we can now leverage data and insights to anticipate skill demands driven by global trends. Our data provides the scientific rigor needed to pinpoint future talent shortages, standardize risk indicators, and replace guesswork with reliable, real-time insights, allowing us to accelerate our workforce investments across the globe.

However, the true opportunity — the art — lies in translating those insights and data into hyper-local execution that allows us to co-create with the communities we work in. This essential human-centered approach ensures our work doesn’t just fill a business gap, but actively builds equitable, transparent systems that deliver a net-positive impact in local communities. We achieve this by cultivating bespoke, long-term partnerships with community leaders, educational institutions, and nonprofits. 

Linking our global data-driven approach to local trust and co-creation is the systemic approach necessary to ensure our interventions foster equity and accessibility, building the sustainable, resilient workforce the future demands.”

— Courtney Williams, Global Workforce Development & Labor Market Intelligence, Google

“Across the Design and Make industries, I’m seeing promising workforce solutions that connect access, applied skills, and real hiring pathways. It’s no longer enough to train people on tools in isolation — what’s emerging now are integrated models that build capability in real workflows, validate those skills through industry recognized credentials, and link learners directly to opportunity. That’s how we ensure both students and experienced professionals can adapt and thrive as technology reshapes the future of work.”

— Kate Buchanan, Workforce Innovation & Investment Lead, Autodesk Foundation

“Right now, what gives me the most optimism about the future of work is the growing consensus that, as AI reshapes roles, human-centric skills — critical thinking, communication, and creativity — matter more, not less. It’s really important that optimism is matched with action in this moment, and through Barclays LifeSkills, our programs are helping people to develop these skills in order to differentiate themselves for current and future roles.

As we look at the workforce development sector, the greatest opportunity is to build a system that keeps pace with change by connecting learning to work earlier and more often, and by updating training as employer needs evolve faster. That means scaling employer-aligned earn-and-learn pathways — apprenticeships, fellowships, internships and project-based work — so learners graduate with an increased level of experience. It also means widening access to growth sectors, including AI-enabled roles and the skilled trades, where we continue to see strong demand. Through Barclays LifeSkills, we’re working across our partnerships to turn demand into clear routes to good jobs.”

— Deborah Goldfarb, Global Head of Citizenship, Barclays

“What gives me optimism is how clearly manufacturing and industrial skills are being redefined as both high-tech and people-driven. Advances in automation, digital tools and connected systems are changing work on the factory floor and at job sites. Realizing the full value of those advances depends on sustained investment in our people through skills-building, learning and clear career pathways. I’m also encouraged by how employers are engaging more intentionally with collaborators beyond their organizations. We’re witnessing stronger coordination among educators, workforce systems and local communities to ensure training keeps pace with technological advancement. This alignment — of innovation, skills and purpose — is a compelling signal that manufacturing can provide meaningful, fulfilling careers in a dynamic industry.

One of the greatest opportunities lies in modernizing workforce systems to evolve alongside the technologies shaping manufacturing. High schools, community colleges and regional training providers are critical anchors in this system, and we need to align more closely and dynamically with them, given that roles and skill requirements are changing faster than traditional training cycles can keep pace.

That means co‑designing training pathways that blend hands‑on experience with digital and technology‑enabled learning. It also means creating opportunities for continuous upskilling throughout a career. When workforce systems are built to adapt — rather than react — they not only prepare people for today’s manufacturing roles, but also for the future. They also help ensure the industry can remain innovative, competitive, and resilient over the long term.”

— Asha Varghese, Head of Corporate Social Responsibility, Caterpillar Inc. and President of the Caterpillar Foundation

“We are seeing a historic surge in systems readiness work at the local, state, and national levels. Stakeholders in the workforce ecosystem sometimes work in silos, but I’m seeing sustained interest in collaboration, especially across sectors. We are collectively examining what worked in the past to determine what must evolve for the future. 

There’s also growing consensus that career journeys of the future will be less linear. We know upskilling isn’t one-dimensional. It might mean deepening expertise to grow within an existing career trajectory, diversifying skills to transition into an adjacent role, or pivoting into an entirely new profession. A big opportunity right now is to reimagine our support systems to recognize this full spectrum of movement, ensuring that our infrastructure is as flexible as the workers it serves.”

— Diana Fischer, Senior Director, Workday Foundation

“One of the greatest opportunities is in building accelerated, more flexible pathways into the skilled trades that are tightly connected with employer needs. A more responsive workforce system should focus on expanding apprenticeships, investing in short-term training, and exposing students earlier to these fulfilling and well-paying careers.”

— Betsy Conway, Executive Director, Lowe’s Foundation