Journey to Justice

Surdna Foundation Impact Report

2018-2024

A group of people gather together to take a photo with an iPhone

"What would it take for everyone in our nation to have a fair shot at a good life—where your chances aren't defined by your zipcode, gender, or skin color?

–Don Chen, President of the Surdna Foundation

In 2018, Surdna put racial justice at the heart of its grantmaking.

This report explores the numbers, ideas, stories, and lessons learned between 2018 and 2024, years shaped by a pandemic and peaks and valleys of progress.

Let’s start with the numbers.

Grantmaking Snapshot 2018–2024

Grantmaking Snapshot

1,124
Grants made

Grantmaking Snapshot

$275K
Average grant size

Grantmaking Snapshot

$297.5M
Total in grants

Surdna's mission is to foster just and sustainable communities in the United States. We fund organizations working toward a future where everyone has dignity, opportunity, resources, and a say in the decisions that shape their lives. We believe that:

From the President

Don Chen headshot Don Chen, president of the Surdna Foundation

What does it take to turn a commitment to racial justice into meaningful action? That’s the question I asked myself when I joined the Surdna Foundation as president in 2018.

Just months earlier, Surdna had announced refined grantmaking strategies that “reflect the foundation’s belief that racial justice must underpin social justice.” As I worked with colleagues to determine what effective implementation would require, we realized that we needed to interrogate every aspect of our work and devote all the foundation’s tools—grantmaking practices, operations, governance, communications, and investing—to fulfill this important mission, all while navigating successive societal upheavals, including a global pandemic, a profound reckoning with racial injustices, intensified polarization, and a backlash against racial equity and inclusion initiatives.

 

Social justice is about treating everyone with fairness and equity, regardless of their background, social status, or other characteristics. It addresses the root causes of inequity rather than the symptoms.

–Caitlin Boger-Hawkins, board chair of the Surdna Foundation

This Impact Report details how we progressed on this journey and what we’ve learned along the way. Drawing from six years of grantmaking data and examples, we offer stories, ideas, and lessons about grantee partners’ impactful work to foster more just and sustainable communities.

Our support for this work reflects the way Surdna’s staff, board, and grantees have worked together to respond to acute challenges, chronic conditions, and difficult trade-offs. To do that, we have used our longstanding approaches to grantmaking and leadership, such as our “high touch” trusting relationships with grantee organizations, and our efforts to help colleagues “beyond the money” by making introductions to decision makers and other funders, hosting convenings, and using our influence to improve conditions for positive change.

But the pandemic demanded more. We took our well-established approaches several steps further by eliminating unnecessary paperwork and procedural hoops, asking for and acting on grantee feedback, and developing a new approach to financial due diligence that significantly lessens the burden on grant applicants.

After the murder of George Floyd and the beginnings of a national reckoning with racial injustices, our board surged Surdna’s grantmaking by a total of $45 million over three years—an increase of nearly 40 percent—to support grantees’ efforts to meet the moment. When the Supreme Court overturned affirmative action in higher education admissions, we reaffirmed our unwavering commitment to racial justice and have sought to deepen our efforts by engaging with external stakeholders and boosting our learning efforts.

  • $45M Increased spending for racial justice over three years
  • 64% Of Surdna’s total grantmaking is unrestricted
  • 76% Of Surdna’s grants are multiyear
Grantmaking Trends FY2019 - FY2024 (July 1, 2018 – June 30, 2024) Grantmaking Trends FY2019 – FY2024 (July 1, 2018 – June 30, 2024)

Today’s circumstances also demand more. Our board members, most of whom are fifth-generation descendants of Surdna’s founder, John E. Andrus, have remained unanimously resolute in their commitment to racial and social justice.

The stories in this report illustrate the ways in which we are fulfilling that commitment to deliver greater impact.

Don Chen

President, Surdna Foundation

Grantmaking

Four programs, one common goal:
Racial Justice 

Our programs focus on racial justice—the systematic fair treatment of people of all races through the elimination of policies, practices, attitudes, and cultural messages that reinforce differential outcomes by race.

 Grantmaking by Region

2018–2024

Map of grantmaking across the US. 37% national, 24% in the south, 16% northeast, 11% midwest, 11% west, 1% Puerto Rico

 

Explore grantmaking facts & figures>

Our grantee partners are working to improve millions of lives. Here are some of their stories.

Building Youth Power to Transform Systems
Forging an Economy That Works for All
Supporting Grassroots-led Climate Solutions
Radical Imagination for Racial Justice

Impact Investing

Beyond the Money

What We’re Learning

We believe that learning with and in service of our grantees is essential to driving impact. Here are a few things we’re learning:

Three people stand speaking to one another. The person in the middle is speaking and has brown skin and short natural hair wearing blue glasses.

Patrice R. Green, vice president of programs at Surdna, speaks with grantees and partners during a grantee partner convening.

Values are the best grantmaking guidelines. In 2018, we had a values-based mandate to put racial justice at the center of our social justice mission. The north star of making good on our racial justice mission in a deeply thoughtful and authentic way guided our work over the last six years. It’s also what led Surdna’s board to increase our spending for racial justice in 2020 to meet the most important racial justice moment in our generation—through our grantmaking, policies, and practices.

When you want to meet the moment, you can’t anticipate how the moment will evolve. When we surged our funding for racial justice in 2020, we wanted to meet the moment and established a thoughtful, three-year increased spending plan totaling $45 million. At the time, we had no idea how the moment would evolve. Since then, we’ve witnessed a coordinated backlash against racial justice. As we concluded our time-limited spending increase, it felt challenging to return to our normal spending level given how the moment had evolved. Still, we are proud of how we stepped up in 2020 and recognize that returning to our normal spending levels will enable Surdna to support our partners for the long haul.

Five people sit at a table in an office and talk.

Surdna grantee partners participate in the Institute for Nonprofit Practice’s Core Certificate Program for leaders and senior staff. Photo credit: Nikki Bruce

There’s no place for top-down learning in trust-based philanthropy. At times, we made the mistake of imposing top-down metrics. This led to irrelevant data and ineffective learning tools that did not work for our grantees. By not involving our partners, we created frameworks in isolation, resulting in metrics that did not align with their realities and needs. We’ve since taken an equitable approach to learning that engages our grantees, philanthropic colleagues, and other stakeholders to identify the most relevant metrics and indicators. This approach was challenging but necessary to build trust and obtain valuable data. Strategic trust-based philanthropy may be slower, but it yields greater impact in the long run.

Beyond-the-money support only works when it works for the grantee. Our grantees are busy advancing racial and social justice every day in the face of precarious social, economic, and environmental conditions. To ensure our partners can better sustain their work and actually focus on their mission, we launched a suite of programs to offer technological and financial assistance, leadership training, and other beyond-the-money support. However, when a few grantees elected to drop out of the cohorts due to capacity and shifting priorities, we realized that we needed to be more clear about the commitment early on and ensure our offerings were flexible and aligned with our partners’ evolving needs.

To be effective on the outside, get right on the inside. Over the years, our programs have operated independently of one another and haven’t fully taken advantage of opportunities to share and learn across the foundation. So in 2022, Surdna President Don Chen reevaluated our organizational structure for more collaborative and impactful work toward our mission. We rolled out the reorganization quickly in late 2022 and then spent half a year clarifying roles, responsibilities, and how we would collaborate for racial justice before announcing the change publicly.

The Path Ahead

A closing message from Don Chen

A group of twenty people stand and smile in front of two brick houses.

Surdna staff visit Montgomery, Alabama for tours of the Equal Justice Initiative Legacy Sites and lunch at Brenda’s BBQ Pit, a historic community restaurant established in 1942 by the parents of the current owner, Larry Bethune.

Today, Americans are feeling tremendous pain and frustration. Many struggle to afford basic needs like housing, food, and health care while wealthy people enjoy record windfalls. Our people, institutions, and communities are facing unprecedented threats to a wide array of basic freedoms. What’s more, instead of repairing inequities and protecting fundamental freedoms, many political officials and operatives have decided to exploit this moment by deepening divisions to concentrate their power.

In the face of these distressing challenges, we continue to support exceptional nonprofit organizations and community leaders who are developing solutions to everyday problems and delivering tangible benefits to people. The stories in this report represent a sampling of impactful efforts to support communities and protect our fundamental freedoms, such as our freedom to breathe clean air, children’s freedom to grow up in nurturing environments, and the freedom to imagine a better future.

Our immediate response is threefold. First, we will continue supporting grantee partners who are struggling with budget shortfalls, potential attacks, and intensifying community crises. Our Resilient Organizations Initiative will continue offering no-cost assistance to grantees who need help with financial management, fundraising, leadership training, and organizational development.

Second, we are working with peer organizations to collectively navigate today’s challenging terrain. As I noted in my letter to stakeholders in April 2025, “The Surdna Foundation is committed to being a force for solidarity and cooperation to repair harm, bridge divides, and bring people together to stand up for the principles of liberty and justice for all.”

Third, we’re speaking out more about the fundamental importance of protecting our rights and strengthening democratic practices. Earlier this year, we joined hundreds of charitable organizations to assert our freedom to give to nonprofits and causes of our choosing. We also partnered with several funders to support United Way Worldwide’s Courage Project, which provides awards of up to $50,000 to honor civic bravery. Recipients include Upward Transitions for supporting people experiencing homelessness in Oklahoma; Women of Welcome, evangelical leaders who traveled to the U.S.-Mexico border to support asylum seekers and better understand their plight; and We the People Warwick for creating common ground and solutions in Upstate New York. We encourage you to nominate an unsung hero in your own community.

We will continue to devote all our efforts to be a source of stability, leadership, and repair to address today’s challenges and create new opportunities for progress."

–Don Chen, president of the Surdna Foundation

As we look to the future, we will continue to support efforts that protect and exercise fundamental American freedoms, foster unity across differences, and celebrate principled leadership in the face of dire challenges. We are especially looking forward to next July, when the U.S. will mark its 250th anniversary. Amid all the celebration, many of our partners will use the occasion as an opportunity to reaffirm our core American values and freedoms, strengthen our democratic practices, and imagine a better future in which all can thrive.

For the Surdna Foundation, which has provided grants to impactful nonprofits for nearly half of the U.S.’s lifespan, we continue to ask ourselves, what is our role in fostering a better future for future generations of Americans? We know that opportunities for making progress on racial justice will continue to be difficult and unpredictable because of current significant pushback against diversity, equity, and inclusion initiatives. Families in low-wealth communities will continue to face tremendous difficulties in the years to come. But we are undaunted.

We will continue to devote all our efforts to be a source of stability, leadership, and repair to address today’s challenges and create new opportunities for progress. As we said in our 2017 centennial report, Social Justice at the Surdna Foundation, “One thing we can be certain of, in a world of profound uncertainty, is that we have our dedication, persistence, and north star of social justice to guide us….”

That north star hasn’t dimmed. It’s burning brighter.

 

Don Chen

President, Surdna Foundation

Surdna staff stand on staircases in front of a red brick church.

Surdna Foundation staff visit Montgomery, Alabama’s Dexter Avenue King Memorial Baptist Church, where Dr. Martin Luther King Jr. served as pastor from 1954-1960, and organized meetings for the Montgomery Bus Boycott.