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The Impact of the Oregon Cultural Trust.Pdf THE IMPACT OF THE OREGON CULTURAL TRUST i The Impact of the Oregon Cultural Trust on the Statewide Cultural Policy Institutional Infrastructure Joshua Cummins, Milton Fernandez, Jennie Flinspach, Brianna Hobbs, Patricia Lambert, Victoria Lee, Brad McMullen, JK Rogers, Juliet Rutter, and Jes Sokolowski 2017-2018 Master of Arts Management Professional Project Arts and Administration Program Center for Community Arts and Cultural Policy University of Oregon June 2018 THE IMPACT OF THE OREGON CULTURAL TRUST ii In Memory of the University of Oregon’s Arts and Administration Program 1993-2018 And to the hundreds of alumni who are cultural sector leaders making a difference in communities around the world. THE IMPACT OF THE OREGON CULTURAL TRUST iii Preface and Acknowledgments Faculty in the University of Oregon’s Arts and Administration Program and its affiliated research center, the Center for Community Arts and Cultural Policy, have had a long professional affiliation with cultural agencies and organizations throughout the state. Preliminary discussions with Oregon Cultural Trust (OCT) leadership began in fall 2016 to explore whether the OCT Partners might be interested in engaging a study on the cultural policy ecology of the state. A subsequent preliminary conversation took place with the Trust executive director and manager regarding development of this year-long professional project (comprised of a faculty member and team of graduate students) to study the Oregon Cultural Trust throughout the 2017-2018 academic year. This study was designed to take place as a complementary – but not duplicative – process to the advocacy-focused impact report commissioned by the Trust, which took place in the same time period as this University of Oregon study. It is hoped that, together, these two reports will provide valuable information to Oregon’s cultural sector for effectively articulating the value, impact, and outcomes of the Oregon Cultural Trust as it undergoes its next reauthorization review process in the Oregon state legislature. The University of Oregon 2017-2018 Professional Project team members would like to thank the following individuals for their active participation in the research process: Brian Rogers (Oregon Cultural Trust / Oregon Arts Commission) Aili Schreiner (Oregon Cultural Trust) David Huff (Oregon Cultural Trust / Oregon Arts Commission) Kat Bell (Oregon Cultural Trust / Oregon Arts Commission) Deb Vaughn (Oregon Arts Commission) Brian Wagner (Oregon Arts Commission) Megan Atiyeh (Oregon Arts Commission) Eleanor Sandys (Oregon Arts Commission) Adam Davis (Oregon Humanities) Rachel Bernstein (Oregon Humanities) Kathleen Holt (Oregon Humanities) Eliza Canty-Jones (Oregon Historical Society) Kuri Gill (Oregon Heritage) Representatives from the OCT State and Tribal Cultural Coalitions who responded to our online survey. In addition to these numerous individuals affiliated with the Oregon Cultural Trust, the Professional Project team is grateful to the research division of the National Assembly for State Arts Agencies (Ryan Stubbs and Patricia Mullaney-Loss) for the valuable information THE IMPACT OF THE OREGON CULTURAL TRUST iv they provided in support of this study. The Project team recognizes and appreciates the hard work of Arts and Administration Program alumni Susanna Brown and Andrea Hadsell, who collected and organized a wide array of background materials in support of this project during their graduate fellowships in the 2016-2017 academic year. The Professional Project team also thanks the University of Oregon School of Planning, Public Policy and Management and the Center for Community Arts and Cultural Policy for support of this project. Finally, the team is grateful to Christoph Lindner, dean of the UO College of Design, for his visionary leadership and commitment to academic excellence that offered us an extraordinary opportunity to learn best practices in managing complex institutional change. THE IMPACT OF THE OREGON CULTURAL TRUST v Overview of the Professional Project Research Design This Professional Project lasted the duration of the 2017-2018 academic year. In fall term 2017, the nine graduate student team members reviewed background documents and developed a detailed research project design, which was reviewed and approved by the Research Compliance Services office at the University of Oregon (UO). The main project partners in 2017-2018 were senior staff of the Oregon Cultural Trust (OCT) and the research division of the National Assembly of State Arts Agencies (NASAA). In winter term 2018, the students conducted research (literature review, document analysis, key informant interviews, and two questionnaires/surveys) to develop individual research papers on their individual sub-research question (see below). In spring term 2018, the team worked collaboratively to develop an in-depth report structured by the project’s two main research questions. Students presented their research findings to representatives from the Oregon Cultural Trust in May 2018, and a final written report was submitted in June 2018. The final report is permanently available for download on the UO Scholars’ Bank. The two main research questions investigated by the Professional Project team and addressed in this report were the following: 1. What is the role of the Oregon Cultural Trust within the statewide cultural ecology? 2. How does the Oregon Cultural Trust compare with other state-level cultural funding mechanisms that exist across the United States? Specific sub-topics were also investigated individually by the graduate students, as follows: • What are the philanthropic networks and infrastructure among the Oregon Cultural Trust and its partners? (Brianna Hobbs) • How does the network of Cultural Coalitions across the state function to influence cultural vitality, especially in rural and tribal areas, after the 2014 Capacity Building Project? (Juliet Rutter) • How is the Oregon Cultural Trust designed to strengthen the collaborative statewide infrastructure across arts, heritage, history, and humanities? (Brad McMullen) • How are issues of diversity, equity inclusion, and class considered within the Oregon Cultural Trust and its affiliated institutions, and how/in what ways does the Oregon Cultural Trust encourage/enforce diversity, equity, inclusion (and class) within said institutions? (JK Rogers) • What has been the impact of the Oregon Cultural Trust on artists and artistic development throughout the state? (Milton Fernandez) • How is the Oregon Cultural Trust an agent within Oregon’s cultural economy and to what extent are they embedded with that economic landscape? (Joshua Cummins) • To what extent does Oregon’s cultural sector contribute to the state economy? (Victoria Lee) THE IMPACT OF THE OREGON CULTURAL TRUST vi • What is an overview of the types of cultural funding mechanisms at the state level across the United States? (Jennie Flinspach) • How does the Oregon Cultural Trust tax credit mechanism work as a funding instrument, and how does it compare with instruments used by other states? (Jes Sokolowski) Key research findings drawn from the individual research papers have been integrated into the full report that follows. The Professional Project team’s collective analysis of data collected led to structuring the final report in two sections: First, an introduction to the cultural policy infrastructure within the state of Oregon and the evolution of the Oregon Cultural Trust, and second, analysis of the impact of the OCT on the statewide cultural policy institutional infrastructure. The discussion of “impact” focuses on three areas: (1) impact on the internal infrastructure-development activities taking place within the OCT; (2) impact on select issues pertaining to cultural development across the state; and (3) economic impact. The report concludes with presenting findings, recommendations, and avenues for future research. THE IMPACT OF THE OREGON CULTURAL TRUST vii Executive Summary Overview of the Study Parallel to a similar study commissioned by the Oregon Cultural Trust in 2017-2018, the University of Oregon (UO) Arts and Administration program partnered with senior staff of the Oregon Cultural Trust and the National Assembly of State Arts Agencies on a research project investigating the impact of the Oregon Cultural Trust on the statewide cultural policy institutional infrastructure. These studies were designed to be complementary. Whereas the commissioned study was intended to be advocacy research, the UO research initiative planned a rigorous year-long academic applied research project conducted by a faculty-led team of nine graduate students. Throughout the academic year, the team investigated two main research questions supported by multiple sub-research questions. Research methods included literature review, document analysis, key informant interviews, and surveys. The main research questions were the following: 1. What is the role of the Oregon Cultural Trust within the statewide cultural ecology? 2. How does the Oregon Cultural Trust compare with other state-level cultural funding mechanisms that exist across the United States? Research findings from collective and individual research conducted throughout 2017-2018 were integrated into the full research report. The Professional Project team’s analysis led to structuring the final report in two sections: first, an introduction to the cultural policy infrastructure within the state of Oregon and the evolution of the Oregon Cultural Trust, and
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