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Moving Beyond Job Creation: Defining and Measuring the Creation of Quality Jobs

This report discusses how through a better understanding of what defines a quality job and a set of practical methods for measuring the quality of jobs created, we believe Community Development Financial Institutions (CDFIs) and others in the impact investing community will be better positioned to make more effective investments that support good jobs for workers, businesses, and communities.      





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Financial Inclusion – Opportunities and Risks for Donors

People living in poverty often lack access to safe, reliable ways to manage the little money they have. As a result, they face de facto exclusion from the financial system the rest of us rely on. To address this problem, a unique philanthropic project, funded by the Gates Foundation and led by Rockefeller Philanthropy Advisors and Bankable Frontier Associates, formed partnerships with five large banks in the developing world. The approach was straightforward: research and implement new approaches to providing poor people with the financial tools they deserve. This philanthropic-public-private collaboration focused on sustainable financial inclusion—developing savings accounts that could Read more





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Moving Philanthropy from the Margins to the Center

Moving philanthropy from the margins to the center of scholarly inquiry permits a task at the heart of any inquiry about democracy: understanding the complex division between what is public and what is private, tracing the evolution of that division over time, identifying the public dimensions of private wealth and power, and recognizing when private action supports or, alternatively, threatens the public interest.  





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Participate: The Power of Involving Business in Social Impact Networks

This handbook focuses on the particular models for building social impact networks that engage the private sector. Why would a network want to include a company? Why would a company want to participate in a network? Can an effort create social impact while delivering business value? What makes network relationships durable? What are the different needs around accountability, leadership, governance and mindset? And what kinds of roles are best suited for companies to play?  







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Getting Started in Philanthropy

Giving Communities is a resource developed by Bolder Giving to help you find communities of donors with whom you share common interests and values. As you start your giving journey, the six questions offered on this website are a great place to begin. With each one, we’ve offered some suggestions or ideas for reflection to help get you started.





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Equity: is Your Foundation Ready to Invest in Building Opportunity for All?

Research shows that one of the greatest impediments to a prosperous future for all of Michigan’s people is unequal access to resources. To help foundation leaders and their boards begin essential conversations about marginalized populations and determine the extent to which their organization’s culture and grantmaking practices are aligned with a commitment to expanding opportunity in the communities they serve, CMF developed this discussion guide and self-assessment.





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Better Together: Realizing the Promise of Collaboration in Family Philanthropy

This report explores unique challenges and opportunities, and offers a set of recommendations for how to realize the promise of working better together. The insights here are based primarily on in-depth dialogues about family philanthropy collaboration that occurred during the third National Summit on Family Philanthropy, held in New York City in June, 2015, and hosted by the Dorothy A. Johnson Center on Philanthropy.





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Philanthropy and the Social Economy: Blueprint 2017

This publication is an annual industry forecast about the ways we use private resources for public benefit. Each year, the Blueprint provides an overview of the current landscape, points to major trends, and directs your attention to horizons where you can expect some important breakthroughs in the coming year.





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Innovations in Open Grantmaking

This publication seeks to provide inspiration and early proof of concept regarding innovative practices at every stage of the grantmaking process. The examples and lessons included can act as suggested guidelines for future research and experimentation around more openly and effectively providing access to public money.  





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Through the Looking Glass: Foundation Evaluation and Learning and the Quest for Strategic Learning

This article addresses different models that foundations use to establish staff evaluation and learning functions, what other organizational considerations they should take into account in order to prioritize strategic-learning work, and what tools and approaches can be used to initiate strategic learning. Interviews with officers from more than a dozen foundations revealed that strategic learning does not require wholesale structural and cultural change; an incremental approach, instead, can phase in greater complexity as foundations expand staff capacity. The interviews also uncovered several areas where further exploration of system building and practice at foundations has potential for advancing the field.





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Successful Structures: Rethinking the Role of Grants Management

In our exploration of successful structures, we studied organizations of different sizes, types, missions, and cultures. We identified a set of common practices supported by certain organizational characteristics and behaviors that, over time, are building successful structures. These characteristics and behaviors boil down to five essential guidelines for realizing a successful grantmaking structure designed to integrate the “how” of grantmaking with foundation strategy and impact





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The Road to Achieving Equity 12 Findings from a Field Scan of Foundations That Are Embracing Equity

Over the past few years, equity has emerged as a key issue in American society, described as the “defining issue of our time” by authors and speakers in various fields. In the first half of 2016, the Robert Wood Johnson Foundation asked Putnam Consulting Group to conduct a field scan to learn how other foundations are working to incorporate equity — both in their internal operations and in their grantmaking. We conducted 30 conversations with staff leaders at 15 foundations considered by their peers to be on the forefront in embracing equity.





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Program-Related Investment Rules for Private Foundations

This free (and fun) video defines and helps the user understand the basic legal rules for program-related investments. The video guides the user through the PRI process, and discusses how these investments can support the organization’s programmatic work and/or expand the organization’s charitable work. The training features “Maya,” a program officer that helps participants through the course in a way that reflects actual experiences.





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Working With Government Officials: Rules for Private Foundations

This free (and fun) video resource covers the rules for private foundations related to working with government officials and ensure legal compliance, and takes approximately 60 minutes to complete. The training features “Maya,” a program officer that helps participants through the course in a way that reflects actual experiences. Participants can return to the training at any time for a refresher and click on the individual modules to refer back to specific topics.





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Laying the Groundwork for a National Impact Investing Marketplace

Impact investing is an umbrella concept encompassing several investment tools, including mission related investments (MRIs), program related investments (PRIs), and screening mechanisms for environmental, social, and governance (ESG) priorities. The practice of impact investing is rapidly gaining momentum, but the level of activity among individual and institutional investors, including philanthropists and foundations, has barely penetrated projections of market potential. Foundations are among the most reluctant investors and represent the smallest share of current activity. The academic, nonprofit, Denver-based Impact Finance Center1 (IFC) has established a proof point for creating impact investing “marketplaces” at a statewide scale across all sectors, asset classes, Read more





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A Self-reflection Tool for Black Trustees on Foundation Boards

ABFE brings a point of view: Black trustees who sit at tables of power and influence have a unique opportunity to significantly influence outcomes for Black communities by “leveraging the trust” that they hold as trustees. A companion to ABFE’s Responsive Philanthropy in Black Communities: A Framework and Agenda for Change, this tool discusses the unique role of Black trustees and opportunities for reflection as they fulfill their roles.  ABFE encourages the use of this tool as a way to make a difference for Black communities.





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#ShiftThePower: the rise of community philanthropy

In this special feature on community philanthropy, alliance proposes a new paradigm called ‘durable development’. This involves shifting power closer to the ground, giving agency to local people and their organizations on the principle that they should have greater control of their own destinies. The growing field of community philanthropy has much to contribute towards such a paradigm shift because it marks a distinct break with many of the conventions – and resulting distortions – of mainstream development. The ‘three-legged stool’ of community philanthropy combines asset development, capacity building and the strengthening of trust between multiple local and external stakeholders. Durable Read more





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Integrated Transactions: an Emerging Focus for Community Development

This paper examines development models that intentionally integrate elements from two or more sectors, the capital challenges inherent in such projects, and the unique role that community development financial institutions (CDFIs) and philanthropy play in overcoming those challenges. These innovative, emerging models are combining people and place-based strategies to deliver deeper impact to low-income communities, and often require more flexibility and technical support to move forward than the typical capital project. Community Development Financial Institutions (CDFIs) and philanthropy are well positioned to provide the critical capital and technical assistance that make these projects possible. Unlike fully integrated, outcomes-driven models that Read more





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Guiding Principles and Effective Practices for Connecticut Grantmakers

Guiding Principles and Effective Practices for Connecticut Grantmakers is a concise resource listing eight guiding principles for Connecticut grantmaker accountability and suggested effective practices. The Connecticut Council’s Board of Directors offers these Guiding Principles and Effective Practices to its members and other Connecticut funders to articulate a shared commitment to excellence and to serve as a guide for Connecticut funders as we pursue our missions. CCP recognizes that there are different ways to implement each of the Guiding Principles and offers suggestions for effective practices that can be adopted or adapted to best suit your organization.  More information on implementing these Read more