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Leader Profile:

Lucy Bernholz

Lucy Bernholz is widely recognized for her expertise in strategically thinking about the field of philanthropy. She often consults with Michigan foundation leaders regarding emerging trends and issues. As a respected national leader who also has worked closely with Michigan’s philanthropic community, Lucy offers insights into her experiences with Michigan’s philanthropy.

Leadership Highlights

Dr. Lucy Bernholz talks about her career in philanthropy.
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  • Dr. Lucy Bernholz tells a story about a Muskegon community who came together to build a luge track for an aspiring Olympiad.
  • Dr. Lucy Bernholz talks about her career in philanthropy.
  • Dr. Lucy Bernholz discusses how the Michigan philanthropic community has a unique emphasis on public policy and collaborative networking.
  • Dr. Lucy Bernholz discusses how the commitment by local funders and leaders to the state of Michigan itself fostered philanthropic growth.
  • Dr. Lucy Bernholz discusses how Michigan leaders have created networks built upon strong relationships to unite toward common missions.
  • Dr. Lucy Bernholz discusses how Michigan's movement toward national standards and national branding spurred transformation in community foundations across the nation.
  • Dr. Lucy Bernholz talks about how Michigan's philanthropic story has impacted her as a scholar outside the state.
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Education

Dr. Lucy Bernholz received her Bachelor of Arts degree in history from Yale University in 1985. She later attended Stanford University in order to obtain both her master’s and doctoral degrees, specializing in the history of education.

Philanthropic Biography

“I have a kind of wonky side of myself, a very academic side of myself, and a very impulsive side,” says Dr. Lucy Bernholz. “The impulsive, do unto others side of myself was absolutely taught to me by my parents and by my early schooling.”

For Bernholz, this early schooling experience happened at Friends Academy, a private Quaker institution in New York that taught her that giving back to your community was “just a part of what you did.” This value became so deeply engrained that it became her subject of academic inquiry in graduate school and beyond.

As a doctoral student at Stanford University, she took a historical approach to studying institutional foundations. Her research has since taken her to explore “how we create, fund, and distribute shared social goods in the digital age.” Her award-winning blog, philanthropy2173.com, led The Huffington Post to nominate her as one of 100 game changers in the field of philanthropy, lauding her “accessible round-up and analysis of emerging trends.”

Contributions to the Field

While Dr. Lucy Bernholz has not been directly involved with the development of Michigan’s philanthropic infrastructure, her research has provided insight for statewide leaders involved in both private and community philanthropy.

“When we started looking at community foundations, everybody pointed to Michigan; so we came to Michigan and I have been here ever since, it feels like.”

The impetus for her 2005 report “On the Brink of New Promise” came when representatives from  the Ford Foundation and Michigan’s Charles Stewart Mott Foundation asked her company, Blueprint Research & Design, Inc., to collect and synthesize findings on how the United States’ changing socioeconomic climate would affect the future of community foundations.

Her annual industry forecasts (entitled Philanthropy and the Social Economy: Blueprint) are available to Council of Michigan Foundations’ members through the online resource Grantcraft.org. These reports highlight the latest innovative ideas in philanthropic thinking, predications for the future, and suggestions for how nonprofit leaders can cope with changes in the social economy.

Regarding Michigan philanthropy, she states:

“I don’t live in Michigan. I do get the chance to come here very often. I made an over-the-cuff comment leaving the last meeting – but there is more truth to it than I realized – which is that an awful lot that I’ve learned about philanthropy, I’ve learned from Michigan. There is a very legitimate, important story here.”

As both scholar and practitioner, Dr. Bernholz has developed a balanced perspective on the future of the national and global philanthropic community. Her insights as an outside expert have helped Michigan’s nonprofit leaders better understand how they fit into this larger picture and how they can successfully adapt to shifting dynamics within the field.

Quotes

Dr. Lucy Bernholz was interviewed regarding her insights and experiences working with Michigan’s philanthropic community and the Our State of Generosity (OSoG) partners. The following are selected quotations from his interview specifically related to the five organizing themes of the OSoG project.

Servant Leadership in Michigan Philanthropy

“There is something about the leadership of the big foundations in Michigan. . . From the outside looking in, there is an ethos, there is a place-based awareness, and there is a pride and commitment — and certainly dollars that follow it — that really shapes the view of the foundations from those of us outside the state.

“I have also learned a great deal, particularly earlier on when I was in the state working with community foundations, with folks from the U.P. There is a kind of leadership that I think translates into day-to-day — the ways you interact with other leaders, others who you are trying to help, others from other industries — that is shaped by the expectation that you are going to see these people tomorrow. That you are here for the long term, that everybody deserves respect.”

Human, Financial, and Knowledge Resources

“Michigan leaders are not about winning battles and losing the war. They are about winning the war. They are very focused on maintaining relationships over time and that comes down to respect, it comes down to listening to the people, it involves curiosity.”

Philanthropy and Public Policy

“I think Michigan has a well-deserved and accurate reputation as being an association and a community of funders that pays a lot of attention to local and state policy, much more so than I am aware of in any other of the other regional associations.”

National & Global Implication

“My experience as an outsider is: if there is some idea or trend about community foundations working together, the place to look to see if it is real has been Michigan.”

 

This profile was last updated: 08/18/2015