Diversity, equity and inclusion: actions so far

Company Three

Below, we list key actions we have taken so far to make progress on our commitment to diversity, equity and inclusion (DEI). They are listed under the relevant pillar in ACF's Stronger Foundation's report on Diversity, Equity and Inclusion.

If you have a question or would like to share feedback on our work on DEI, please email us at communications@esmeefairbairn.org.uk.

Pillar 1: Invests time and resources in understanding and defining diversity, equity and inclusion

December 2019

We held a staff meeting to discuss the Association of Charitable Foundation's pillars of good practice and how we think Esmée measures up to each. We also gathered anonymous responses via an online staff survey. Through this we identified pillars 1, 3, 4, and 6 as the first priorities for Esmée and suggested some practical ways forward in addressing them. We also highlighted the need for greater organisational understanding of diversity, equity and inclusion.

July 2020

We held introductory training for all staff on diversity, equity and inclusion, facilitated by an external expert. Its purpose was to start to explore and define what diversity, equity and inclusion means to Esmée and to build confidence on language and practice. The training highlighted the need for Esmée to think more intentionally about what our values are, how equity and inclusion are part of them, and how we can ensure our work better reflects our values.

August - September 2020

We worked in small groups with an external facilitator to develop a set of organisational values in an inclusive way.

January 2021

DEI training is included in the induction programme for staff and Trustees. Further training and support on DEI is also an integral part of Esmée’s People Plan, which supports our strategic plan (see more under Pillar 4).

July 2021 - Ongoing

A DEI Staff Group (which all staff are invited to attend) is now meeting regularly. Members of Esmée’s Involving Young People Collective are also invited to attend and contribute. The purpose of the Staff Group is to support Esmée to be a diverse, equitable and inclusive organisation through its mission, strategy, values, and DEI Action Plan. The Group reports to SMT and updates are shared with Trustees.

To do
  • With support from the DEI Staff Group, we will agree organisational definitions for DEI.

Pillar 2: Produces and reviews strategies that will implement DEI practices

July 2020

Our Trustee Board approved a DEI action plan for addressing the pillars of good practice. Trustees agreed that diversity, equity and inclusion is fundamental to our new strategy: to who and what we fund, to how we operate as a staff team and Board, and to how we use our influence.

Ongoing

We have identified and continue to explore actions we can take to ensure DEI is embedded across our operations (for instance, in our recruitment, funding, endowment and supply chains).

October 2020

We launched our new five-year strategy, which outlined our commitment to DEI and shared how we would prioritise DEI across our three main aims in our Guidance for Support.

November 2021

We updated our strategy and guidance in Creative, Confident Communities, making it clearer that we want to support work that is inclusive and accessible, and represents the diverse communities in a place.

July 2020 - Ongoing

We started working with an Involving Young People Collective to advise us on how we might involve young people in how we work and make decisions.

Ongoing

We have identified and continue to explore actions we can take to ensure DEI is embedded across our operations (for instance, in our recruitment, funding, endowment and supply chains).

To do

Pillar 3: Collects, tracks and publishes DEI data on its own practices and performance

January 2019

Using a tool developed by Funders for Race Equality Alliance, we conducted an audit of a sample of our data to look at how much of our funding is going to organisations led by and for communities experiencing racial inequity.

August 2020

We surveyed trustees and staff to provide better diversity data. We will conduct this survey annually and publish the data on our website. See our most recent Trustee and staff diversity data.

October 2021 - Ongoing

We have adopted the DEI Data Standard, which we supported the development of (see Pillar 9) to gather and track DEI data about who our funding is reaching, as well as applicants to our funding.

April 2022 - Ongoing

We are using the Funders for Race Equality Alliance tool to do a full audit of our portfolio, and will publish the results later this year.

To do
  • We will share a DEI analysis of our portfolio based on information we have gathered using the DEI Data Standard in 2022, and will continue to report on this annually.
  • We are working with our Investment Adviser on an ongoing basis to address DEI issues in our investment portfolio and the extent to which managers have policies and procedures in place.
  • An audit/review of our investment strategy is planned for 2022. A consideration of DEI factors will be part of the discussions and process.

Pillar 4: Has a diverse Board of Trustees and staff team, both in terms of demographics and experience

September - December 2020

We began a public recruitment process for additional Trustees with the aim of increasing the diversity of our Trustee Board. Two new Trustees joined our Board in January 2021.

May 2021 - Ongoing

We developed a People Plan, which sets out the high-level principles of how we operate including how we recruit and induct people into the organisation. As part of this, we looked at how more inclusive practices could be applied – for instance, where appropriate, we are providing interview questions to applicants in advance so they can prepare. We are also working with recruitment partners to ensure we always have diverse shortlists.

Learn more about our approach to recruitment.

Pillar 5: Reflects and implements DEI practices in its funding activities

March 2021

We offered a total of £2m in additional unrestricted grant funding to organisations in our portfolio that are led by and for communities experiencing racial inequity.

June 2021

We created a new fund open to performing arts organisations in our portfolio to provide additional grants to support reopening plans and strengthen commitments to DEI. In total, 40 grants were awarded, totalling £1.8m.

July 2021 - Ongoing

We have started work to bring community voice into Esmée to help us explore how we can shift power and make our funding process more equitable. We will share more on our progress so far and plans in 2022.

January 2022 - Ongoing

We commissioned TSIC to carry out an independent review of our funding process to inform more inclusive practices and processes. We will be sharing the findings and our plans in response to the review later in 2022.

Ongoing

We are proactively seeking out and contacting organisations who are led by, and for, communities experiencing racial inequity, and share our impact goals, but do not currently meet our eligibility criteria. We want to learn more about their work, the challenges they face, and start a conversation about what we can do to support them.

To do
  • We will share more about our work so far to fund more organisations led by and for communities experiencing racial inequity in 2022.

Pillar 6: Expresses its DEI commitment, policies and practices publicly

December 2020 - Ongoing

We published our commitments on DEI with a link to our original DEI action plan alongside our values.

Ongoing
  • To ensure that we continue to make progress on DEI, we regularly review our action plan, committing to further actions and adding them to this page as they are agreed.
  • In addition to this page, we will provide updates on key activities – through our communications and in our Annual Report.
  • We take part in activities exploring approaches to DEI with others – for instance, we took part in an event on Funding BAME creativity and the Equality Impact Investing Project.

Pillar 7: Makes itself accountable to those it serves and supports

Ongoing

We invite general feedback on our DEI plans by email to communications@esmeefairbairn.org.uk, and through specific information gathering exercises. For instance, in October 2021, we started working with NfP Synergy to survey our funded organisations as well as funding applicants over the last three years about their experience of us. In 2022, we will review this data alongside the DEI monitoring data we’ve collected and the results of the DEI review of our process, and consider what actions we need to take to improve.

To do
  • We will work more closely with groups and organisations led by and for people with the experience of the issues .
  • We will have a robust system for collecting and acting on feedback, including a clear route for informing strategy, practice and policy. This will be part of the work we are doing to bring community voice into Esmée (under Pillar 5).

Pillar 8: Uses its own power to advocate for and advance DEI practices

February 2021

We provided funding for Race for Nature’s Recovery, a collaborative programme of over 30 environmental charities who are using the Government’s Kickstart Scheme to secure placements in the environment sector for16-24 year olds from communities experiencing racial inequity. We will help to ensure that the learning from this initiative forms the foundation for a wider sustainable programme of work beyond the lifetime of the Kickstart Scheme.

April 2021

We supported our Involving Young People Collective to host a hackathon to address the lack of diversity in the Environment sector.

August 2021 - Ongoing

We have updated our application process to include a question asking organisations about their approach to DEI. Through our assessment and grant monitoring processes, we want to learn about the progress organisations are making so that we can share good practice, but also to support those that have further to go on DEI and are keen to improve their practice.

March 2022 - Ongoing

We started working with Students Organising for Sustainability (SOS-UK), Institute of Environmental Management and Assessment (IEMA), and The Natural Environment Research Council (NERC) to develop a UK-wide racial reporting initiative to help tackle the lack of racial diversity in environmental charities. The RACE Report (which stands for Racial Action for the Climate Emergency) launched in April 2022.

Ongoing
  • We use our communications to highlight and share good practice on DEI.
  • We use all our tools, particularly Funding Plus, to support organisations leading the way on DEI, as well as those looking to improve DEI within their organisation.
  • We support organisations tackling racism, injustice and discrimination by promoting their work and sharing good practice.

Pillar 9: Collaborates with others to promote and implement DEI practices

August 2020 - September 2021

As part of the DEI Data Group, we commissioned the development of the DEI Data Standard, a shared framework to help funders monitor equity considerations in grantmaking. We adopted the Standard in September 2021 and all applicants are now asked to complete a DEI monitoring form based on the Standard when they submit an Expression of Interest. We also asked all the organisations within our portfolio to complete it. We will also be sharing an analysis of the information we’ve gathered (see Pillar 3).

April 2021 - Ongoing

We are part of an arts funders collaboration (with Art Fund, John Ellerman Foundation and Paul Hamlyn Foundation) to find out how we can best support arts, heritage and culture organisations to engage with UK history in an inclusive way. This includes co-funding a pathfinding research project as well as Museums Association's Decolonisation Confidence and Skills programme.

October 2021 - Ongoing

Working with nine other funders, we are supporting the Foundation Practice Rating, a rating system designed to assess foundations on accountability, transparency and diversity, and to help improve practice across the sector. The first report published in March 2022.

Learn more about the results and Esmée’s Foundation Practice Rating assessment.

Ongoing
  • We are an active member of the Funders for Race Equality Alliance to support efforts to improve the sector’s practice on DEI.
  • We are using learning from reports on funding for racial justice (including those by Funders for Race Equality Alliance, Baobab Foundation, Ubele and Ten Years Time) to inform our funding practice as well as our work to bring community voice into Esmée.
  • We will learn from the experience of funders delivering ring-fenced funds for communities experiencing racial inequity, and identify practice Esmée can implement.
  • We are supporting a cross-sector initiative led by Wildlife and Countryside Link and Natural England to benchmark DEI performance among environmental organisations, disseminate best practice and remove barriers to careers and participation to communities experiencing structural inequity. This work is due to report by October and will give us guidance as to how we can use our role to influence practice and action across the environmental sector.

This page was last updated in April 2022.