Dogwood Health Trust hopes to make first grants in fall 2020

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Dogwood Health Trust chair Janice Brumit and Lakesha McDay, the foundation’s officer for diversity and community outreach, talked with Carolina Public Press last week about the grant-making organization’s plans. Photo courtesy of Dogwood Health Trust

Neil Cotiaux – Carolina Public Press

www.carolinapublicpress.org.

Six months into its existence, the Dogwood Health Trust, a private grant-making foundation whose mission is to improve the health and well-being of the more than 900,000 people who call Western North Carolina home, is beginning to take clearer form with a slate of milestones anticipated in coming weeks and bigger plans ahead.

On Feb. 1, Dogwood became fully operational, created with proceeds from the sale of the nonprofit Mission Health system to for-profit HCA Healthcare. Dogwood holds investment assets of about $1.5 billion and is overseen by 14 unpaid directors. It expects to make grants of up to $75 million annually.

Dogwood’s ongoing grant-making focus is finding big-fix solutions to the “social determinants of health” that can impact an individual’s well-being, including housing, education, employment, nutrition and substance use.

Last week, Janice Brumit, Dogwood’s chair, sat down with Carolina Public Press to discuss where her organization is headed. She was joined by Lakesha McDay, the foundation’s officer for diversity and community outreach.

Brumit shared the following key events expected to occur over the next 18 months:

• A permanent CEO is expected to be announced by mid-August.

• The identity of an independent monitor, whose job it will be to ensure that HCA complies with the promises it made to enter the region, is expected to be announced in several weeks. Instead of an individual, it’s expected to be a firm with a lead individual. The monitor will initially report to ANC, the seller representative that’s winding down the legacy Mission Health organization. But it ultimately will report to Dogwood, which will pay the firm’s fees, receive its reports and deliver them to the N.C. Attorney General’s Office.

• A 15th Dogwood board member could soon be announced, possibly a national expert on social determinants of health.

• Three public forums, likely at community colleges, will be conducted this fall to solicit thoughts from the public, supplementing input received at meetings with stakeholder groups across the region’s 18 counties. Dogwood’s CEO and two national experts on social determinants will speak at the gatherings to take place in the eastern, central and western regions of Western North Carolina.

• Early next year, Dogwood’s financials will be released in its first annual report, along with a completed strategic plan and areas of focus for grant-making.

• Potential grant applicants will be given ground rules by spring, and the first round of grants will be awarded in the fall of 2020.

Grant-making

Dogwood will award grants to nonprofits, health departments and other agencies. It is also committed to spending $5 million per year over five years to address “substance use disorder” as part of an agreement with the state Attorney General’s Office and the N.C. Department of Health and Human Services, Brumit said.

Overall, grant-making will be keyed to three to five strategies that are “really deep and impactful and not just spread our money to the wind,” Brumit said.

“Number one, we are going to be talking to communities and looking at grants that are bold and that are maybe perhaps risky and innovative, as opposed to grants that come to us with the same old solutions to problems.

Brumit said Dogwood’s board will be “extremely data-driven.”

Some of Dogwood’s grants may be approved over multiple years to achieve maximum impact for a given project.

Beyond grants, Dogwood will work collaboratively with both rural and urban partners, sharing technical expertise and “looking at how do we get other funders to participate in the Western North Carolina region that maybe have not previously,” McDay said.

Dogwood may also be able to zero in on proven programs worth replicating across different parts of the region, she said.

“Hey, this is what’s working,” McDay said. “Is this something that your nonprofits want to come together and try? That’s the power of not looking at it from just a county perspective or numbers or demographic or geographic perspective. It’s the power of looking at Western North Carolina as a whole.”

Organizational growth

The independent monitor to be announced this summer is just one of dozens of individuals who will be on Dogwood’s payroll.

In the next few years, “I’d say it’ll land 40-45 maybe,” Brumit said, noting that is about the “national norm” for staffing based on foundation asset size.

At present, Dogwood has a three-year lease with HCA with an opt-out clause for office space at 890 Hendersonville Road in Asheville, where the legacy Mission Health foundation was housed.

“This space would not allow us to have that number of staff,” Brumit said. “We will be, down the road, looking for another home.”

A changing board

When the Dogwood board was constituted in 2018 in anticipation of the Mission-HCA deal, its composition was criticized by some advocacy groups as being short on diversity.

Today, Dogwood Health Trust’s board includes eight women, three African Americans, one Hispanic and one Native American.

Board terms are staggered. Two current members will roll off at the end of this year; a third in 2020.

What would Brumit like to see five years from now?

“We want to tell a story about Western North Carolina that is nationwide, that talks about the way that we actually address problems,” Brumit said. “That we’re unique, risky, but effective. To really help the people of Western North Carolina live their best and most healthy, productive lives.”

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