The painful acknowledgment of coming up short

“So, what do we do next?” According to reports, that is the response Bill Gates offered upon learning that the Gates Foundation‘s $700 million polio effort had fallen short of stopping the disease from spreading throughout Africa. Indeed, instead of putting a once-and-for-all stop to the disease, an outbreak had struck and was spreading through some of the very countries targeted for eradication. At the moment I read his response, I felt his pain. Imagine putting up such a significant sum from the goodness of your heart, committing your time, the talent of people you admire and respect and putting yourself out there in a really big way to meet a really big challenge and then … learning it didn’t exactly work the way you’d planned for and the way you passionately hoped it would.

When I say I get this, I really get this. On a dramatically smaller scale, at the Case Foundation we’ve had to face our own hard moments when reality has set in and you realize that the big opportunity you were chasing is looking more like a really big challenge that is hard to overcome. Things don’t materialize as envisioned, and you fall short of your mark. It’s easy to feel discouraged or even embarrassed. You can’t help but worry about what people will think, or the price you might pay in the court of public opinion.

We experienced this recently, as we had to re-think our involvement in the PlayPumps initiative, which brings clean drinking water to rural African villages. When we were first introduced to the technology, we believed both the technology and the business model for its deployment had enormous potential and jumped in with both feet to help create PlayPumps International-U.S. as a US-based fundraising and marketing organization to support the initiative. As we’ve noted in the past, we’re proud of the successes the initiative has had – PlayPumps are now bringing play opportunities and improved access to safe water in hundreds of communities and schools in Africa. In addition, these efforts have helped spark a number of new play-related technologies now being offered by various organizations and the initiative has highlighted the important role that social entrepreneurship can play in global development. However, we also acknowledge that the organization has fallen short of the aggressive goals that were developed at the outset, and all involved have learned many lessons.

As I noted last fall, we learned that doing work on the ground in Africa is hard and humbling work, even more so than anticipated. We learned that PlayPumps perform best in certain community settings, such as at large primary schools, but they are not necessarily the right solution for other communities. And more broadly, we learned that however creative PlayPumps might be, they really are just one element in a larger portfolio of possible solutions that can be tailored to meet the safe water needs of specific rural communities. In addition, while there have been successes in implementing the PlayPumps technology, and we believe in the entrepreneurial approach of the PlayPumps model, a combination of factors made execution of the original model we envisioned when creating PlayPumps International-U.S. a significant challenge.

Of course, there really is only one appropriate response when things aren’t humming along as planned, and it is the same response Bill Gates offered, “So, what do we do next?” Because just like in business ventures, personal undertakings and public sector initiatives, things often go wrong. The unexpected happens. Reality doesn’t always play out like the business plan calls for. Look at any great business today and chances are their road to success was fraught with potholes – low moments that required fresh, new thinking and important course corrections. As a nation, I think we’ve learned that progress comes through trial and error, and much of what we enjoy today is because somebody somewhere was willing to blaze new ground.

In the case of PlayPumps, there were essentially three options. One was to stay the course, ignore the emerging realities, and stubbornly continue on a path that the growing evidence was suggesting was unwise. A second would be to pull the plug on the effort, and conclude that the time and capital was better invested elsewhere. And the third was to take a step back and regroup, and undertake efforts to go forward in a new and more effective way. For PlayPumps International-U.S., the third path was the right one. The belief that clean water was one of the great issues of our time hadn’t changed – but there were likely better ways to advance the initiative. In May 2009, the board of PlayPumps International-U.S. brought in a new CEO to identify a new path forward. Under his leadership, in October of last year, the organization announced a grant of funds and technology to Water For People, which now offers PlayPumps as part of a larger portfolio of solutions from which rural African communities can choose. At the same time, we announced an investment by the Case Foundation in Water For People to help the organization accelerate and expand its efforts in Africa. For nearly 20 years, Water For People has pioneered innovative approaches to safe water supply, empowering communities and utilizing local entrepreneurs for sustainable operations and maintenance, and we truly believe that their approach represents a step forward for the PlayPumps technology.

It sometimes feels like philanthropic efforts are held to a different standard than in the private or public sectors. All too often there is less tolerance for mistakes, which leads many organizations to become risk-adverse. And when mistakes are made, the tendency is to sweep them under the carpet – thus depriving the sector of important lessons learned. But in reality, the very nature of innovation requires that we try new things and take risks. Sometimes they will work, other times they won’t – but in all cases, we should learn from our experiences and strive to do even better in the future. Of course we would have liked PlayPumps to have achieved the reach and impact to date that we originally envisioned – it’s much more fun to talk about successes than disappointments. The bottom line is that hundreds of African communities now have greater access to clean water and the revised efforts working with Water for People will further improve its availability. Together with other sector efforts and replication of the concept, we do believe African communities will be better served and the interventions more sustainable because of the important course corrections we’ve put in place. Might we have to revisit the strategy again and adapt along the way? Maybe. Turns out innovating is hard work anywhere and anytime. In the developing world even more so. But if the philanthropic sector is transparent about mistakes and lessons along the way, and adapts as the situation calls for, hopefully we’ll all end up a little wiser and a little closer to solutions that can more effectively address the daunting challenges of our day.

Autumn updates from Jean Case

As the summer winds down and we gear up for what promises to be an exciting fall at the Case Foundation, I thought it might be useful to step back a bit and reflect on our work – both the wonderful opportunities that we encounter every day as we invest in people and ideas that can change the world, and in the challenges and barriers we face as we work with our extensive network of partners and organizations to do great things.

Together with many of our colleagues in the philanthropy and nonprofit community, the macro shifts that have taken place around us in the past year have caused us to look hard at what we fund and to be vigilant in assuring that our resources are deployed in smart, effective programs that are yielding meaningful outcomes. And, despite the worst economic downturn in recent history and major transitions taking place in the public sector, we are pleased about the progress of the initiatives we’ve supported and enthusiastic about the new opportunities ahead.

One example for instance, we launched a civic engagement campaign in January to coincide with the inauguration of President Obama. The campaign, entitled “Change Begins with Me,” called on citizens to make commitments to “be the change” through small or very significant personal acts – anything from shoveling snow for a neighbor to tackling bigger issues at the community or even global level. Last week, we announced that a sampling of participants suggests more than 90% of those that made commitments said they’ve already fulfilled them. The number exceeds where we thought we would be with the campaign at mid-year, so we feel very good about those efforts.

But at the same time, on a larger spectrum, the Civic Health Index, released just last month by the National Conference on Citizenship, reports that volunteerism and acts of civic engagement are down in the nation overall, with the economy cited as the #1 dynamic influencing citizen efforts on these fronts. We’ve put significant Case Foundation efforts and resources toward civic engagement and volunteerism in recent years, and so the report reminds us that we still have a long way to go to achieve the kind of active civic engagement our nation and communities need and deserve.

Our main area of investment in health care has been in the brain cancer arena, through Accelerate Brain Cancer Cure (ABC2), an organization that was launched with an innovative approach toward accelerating therapies for brain cancer patients. The organization was created to be a collaborative that brings together scientists, doctors, pharmaceutical companies, universities and other nonprofits. When we launched in 2002, we knew it would be a longer versus shorter haul toward desired outcomes. For many years and through many millions of dollars of investment, we have worked with the scientific and medical communities toward the goal of new therapies for patients. We had a sense of slow momentum as we aimed our focus at the screening of compounds and increasing the number of clinical trials and scientific convenings that we hoped would advance the field and result in new therapies being approved for patients. Admittedly, as the years ticked by, there were periods when we questioned if our investments were paying off or producing outcomes at a fast enough pace. Then 2009 arrived, and it has proven to be a remarkable year. For the first time in over a decade, the FDA approved a new drug, Avastin, for recurrent brain tumor patients. ABC2 helped to fund the early screening of this drug in partnership with Genentech, Duke University and others that ultimately cleared the way for clinical trials and approvals.

In addition, in the late spring, American Idol’s David Cook served as honorary chair of the Race for Hope, the primary fundraising event for ABC2, in partnership with the National Brain Tumor Society. This year the event raised more than $2 million. Shortly after the race, David appeared on American Idol’s finale and donated his iTunes revenues from the recording to ABC2. Needless to say, the momentum and progress is very real for our investments in brain cancer and we look forward to even more developments in the months ahead.

Our support of health and humanitarian efforts in Africa has resulted in a portfolio of diverse efforts that span much of the continent. Investments in HIV/AIDS, malaria, clean water and efforts aimed at reducing extreme poverty, have opened our eyes and taught us much about challenges and opportunities of working in Africa. And they’ve taught us that each country, and indeed each village, in Africa brings its own unique characteristics, making a “one size fits all” solution to entrenched problems unrealistic and posing significant barriers to scale.

One example is PlayPumps, the initiative launched to bring clean water to African villages via children’s merry-go-round pumps. We’re proud of the investment we’ve made in PlayPumps International U.S., the fundraising and marketing arm for the initiative, and the strides they’ve made in helping to bring clean water to millions of people. However, after three years of working on the ground in Africa, PlayPumps has identified significant concerns related to maintenance of the pumps in certain areas. While the initiative has brought hundreds of new pumps to Africa – an outcome we celebrate – at the same time some mix of the scale and reach, combined with a downturn in the economy, has meant that local contractors can’t keep pace with the maintenance needs. It is becoming clear that the kind of scale we hoped for will not likely be achievable in the timeframes initially outlined. As a result, Gary Edson, a strong leader with both development and business expertise, was brought on board as CEO of PlayPumps International to help the organization take a hard look at the right ways to go forward with humanitarian efforts in the future and how to best take and apply lessons learned from our involvement to date.

As I write this, we are poised to launch our next America’s Giving Challenge (AGC) in the coming weeks. We are deeply in the throes of the advance work, helping nonprofits gear up and get trained to take full advantage of what we hope will be many thousands of individuals coming online to support causes they care about – and to pick up new skills to engage new donors and supporters in the future. When we introduced the first America’s Giving Challenge in late 2007, our desired outcomes were not just about getting individuals to give to causes they cared about through this new technology, but also to galvanize nonprofit organizations to get up to speed and develop expertise in this exciting, new marketing and outreach front.

That Challenge motivated more than 70,000 Americans to give to causes they cared about and helped prepare many thousands in the nonprofit sector for social network marketing and outreach. But we realize that as we take this year’s Challenge forward, we do so in an economy in which resources are constrained – both for individuals and for organizations. What will this mean to the outcomes for this year’s campaign? Will fewer people give? Will nonprofits have the resources to fully leverage this opportunity for their organizations? These are questions we’ve asked ourselves time and time again, and at times we’ve worried that this year’s Challenge may not raise as much money or recruit as many donors as the first. But the bottom line is that we know there is a greater need in our communities, our nation and around the globe than ever before. We’re willing – and excited – to go forward with this investment with the faith that people will support the organizations that support them and that nonprofits will be ready to take advantage of the moment.

We say that the Case Foundation “invests in people and ideas that can change the world.” If we had a crystal ball, we’d invest in people and ideas that WILL change the world but the bottom line is sometimes we can’t know for sure until we try. We’re committed to learning from our successes and challenges and to work collaboratively with others to share and learn along the way.

Yours in service,

Jean Case