“Effective Giving”

In this issue on “Effective Giving” in More than Money, people with surplus income talk about what they’ve learned about giving–what’s satisfying, what’s hard, what makes giving most effective. You’ll hear from “ordinary people,” as well as well known philanthropists. From Steve Kirsch, large-scale venture capitalist with his own multi-million dollar foundation, to Wayne Muller, who advocates giving small and simply on a local scale, this issue invites you to explore the range of available options –and find out what giving effectively means you.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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A Foundation-to-Foundation Partnership: Lessons from a Unique Pairing of Funders

This paper reveals findings from a process evaluation of the partnership between the Robert Wood Johnson Foundation (RWJF) and the Northwest Health Foundation (NWHF) vis-à-vis its Partners Investing in Nursing’s Future (PIN) grantmaking program (initiated in 2005). A candid look at this partnership reveals successes and challenges, as well as what worked and what took time to work. Moreover, this paper reveals the hard work required to make this partnership evolve to create a program that has had a significant, positive impact on the field of nursing.

Categories: Beyond the Grant 

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A Resilient Power Capital Scan

This report, one in a series of reports by Clean Energy Group and Meridian Institute on advancing resilient power in low-income communities, seeks to address how foundations can best develop a portfolio of capital interventions—from grants to impact investments— that together would successfully scale up the solar+storage/resilient power market to benefit low-income populations and to advance their missions. It provides a capital scan of foundation opportunities and actions to guide foundation financial support for this market.

Categories: Beyond the Grant 

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As the South Grows: On Fertile Soil

Selma the wealthiest city in Alabama. Now, it is among the poorest with one of the highest crime rates in the the country for a city its size. The Selma Center for Nonviolence, Truth & Reconciliation is going to change that. Its leaders are heirs of the legacy Civil Rights Movement leaders left in Selma. The center trains community organizers, develops young leaders and hosts community conversations about Selma’s path toward what Dr. Martin Luther King Jr. called “the beloved community.”  

Categories: Beyond the Grant 

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Beldon Fund Programs and Strategies

BELDON’S GRANT MAKING PROGRAMS Beldon made long-term grants in two program areas: Key States and Human Health and the Environment. A third program, the Discretionary Fund, allowed the foundation to take quick advantage of policy opportunities or respond to new environmental threats. It also provided a way to fund cross-program advocacy tools and activities. GRANT MAKING STRATEGIES With only ten years to help environmental advocates shift from playing defense to positioning themselves to win policy victories, Beldon developed three main strategies: Build Capacity and Clout Support Civic Engagement Broaden the Base of Support GRANT MAKING PRINCIPLES Beldon’s program work was guided Read more

Categories: Beyond the Grant 

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Beyond the Grant: How the W. K. Kellogg Foundation Went Beyond Grantmaking to Contribute to a Major Early Childhood Initiative

Key Points The seven-year SPARK (Supporting Partnerships to Assure Ready Kids) initiative, created by the W. K. Kellogg Foundation (WKKF), aimed at systemically linking the pre-K and kindergarten worlds as a way to position vulnerable children for greater success in the early grades. At the foundation, the initiative served as a departure point for WKKF to move from its traditional grantmaking role to a changemaker role. To create change, a foundation must articulate – and commit to – a point of view about how change can occur. A theory of change can be a powerful tool to guide ongoing planning Read more

Categories: Beyond the Grant 

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Building Financial Strength & Program Quality: A case on grant making to strengthen organizations in a field

In this case study, the reader will learn about a grantmaker who created a new program to strengthen community foundations – building both their financial wealth and the effectiveness of their programs. What choices would you have made? Highlights: Choosing a strategy; Shaping a new program initiative; Using an RFP to advace your goals.

Categories: Beyond the Grant 

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Capital and Collaboration – Strengthening Community Investment in Smaller, Postindustrial Cities

To better understand the system of community investment, and with the hope of developing interventions that would permit it to achieve greater scale, efficiency, and impact, the authors developed a framework they called “capital absorption.” This work offers potential routes forward for understanding and addressing need in low- and moderate-income communities in postindustrial cities throughout New England.

Categories: Beyond the Grant 

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Case Study: Central Minnesota Community Foundation: Creating a Community Leadership Compass

Creating a Community Leadership Compass is a case study that describes the Central Minnesota Community Foundation’s transformative path into community leadership work. It looks at how the board and staff worked together to create a vision and framework for community leadership and at early community leadership efforts. It also includes criteria developed by the foundation for embarking on community leadership projects.

Categories: Grantmaking, Organization Learning and Evaluation , Beyond the Grant 

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Changemaking: Building Strategic Competence

This article examines The Skillman Foundation’s efforts to add value to its work through “changemaking,” which encompasses roles and practices beyond grantmaking through which a foundation advances its goals – and offers 10 lessons for grantmakers that want to assume a changemaking role.  

Categories: Beyond the Grant 

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Collaborative Funding for Greater Impact: A Case Study of the Cincinnati Experience

What does it take to bring a diverse group of local and regional grantmakers together to apply for a Social Innovation Fund grant and, on receiving the grant, to design and implement a consensus plan for moving forward on issues of shared concern? Last year, a group of 15 grantmakers launched the Cincinnati/Northern Kentucky Social Innovation Fund to deliver coordinated funding and technical assistance to nonprofit organizations working to improve outcomes — from cradle to career — for young people in the region. But how does this partnership really work? This guide explains Greater Cincinnati’s story and offers takeaways that Read more

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Community Leadership Framework Toolbox

A tool for community foundations for using the Framework for Community Leadership by a Community Foundation. It can help your community foundation: Understand community leadership Assess your community leadership strengths and challenges Plan new community leadership work Analyze past and current community leadership efforts.

Categories: Grantmaking, Organization Learning and Evaluation , Beyond the Grant 

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Cultivating Change: A Statistical Review of Grantmaking That Impacts the Lives of Black Men and Boy

Based on a survey of 24 foundations distributing 120 grants for black men and boys, the report analyzes foundation and grant characteristics, provides implications for philanthropy, and lists the grants used in the dataset.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Cultivating Nonprofit Leadership: A (Missed?) Philanthropic Opportunity

This report offers five actionable recommendations for grantmakers to boost investment in current and future leaders of social justice movements.

Categories: Beyond the Grant 

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Do Nothing About Me Without Me

A growing number of grantmakers believe they can be more effective to the extent that they meaningfully engage their grantees and other key stakeholders. Grantmakers doing this work have arrived at an understanding that much of the knowledge and experience they need to solve the problems they want to solve, and to help them do a better job as grantmakers, resides in the communities they serve. The values guiding this work are captured by the phrase that has been made visible by the disability rights movement in recent years: “Nothing about me without me.”

Categories: Field/Sector Learning and Evaluation , Beyond the Grant 

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Entering the Lion’s Den: Developing the Skills to Create Long-Lasting Community Improvements

In this video from the Community Leadership Video Catalogue, seasoned leaders share how they affect policy and provide lessons on how to manage the risk.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Factors Influencing Donor Partnership Effectiveness

The International Development Research Centre (IDRC) produced six case studies on jointly funded programs related to the environment, global health, and information technologies in developing regions around the world. A two-dimensional tool probing eight factors that influence donor (funder) partnership performance and interinstitutional communication was developed and used in conjunction with a Partnering Process Model to guide the preparation of the case studies. The case studies demonstrated that communication is important externally, that is, among donor partners, and internally, that is, within the various divisions of IDRC. With the use of this tool, it was possible to observe how communication Read more

Categories: Beyond the Grant 

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Families Funding Change

Social justice grantmaking is an important part of many family foundations’ strategies. These foundations use their reputation and financial capital for systemic reform by funding work such as nonprofit advocacy, community organizing and civic engagement. Yet, many family foundations also encounter hurdles when they consider a shift to strategic social justice giving.

Categories: Beyond the Grant 

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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

Categories: Beyond the Grant 

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Foundation Readiness for Community Transformation: Learning in Real Time

This article describes the internal structures and processes adopted by The Skillman Foundation to support the iterative practice of “learning and doing” in the first phase of a rapidly evolving, ambitious community change enterprise in six Detroit neighborhoods. The foundation invested in its own and its partners’ capacity to learn in real time so that together they could adjust and readjust their strategies in response to initial results and, in doing so, deepen their working relationships and build further capacity for effective implementation. Challenges to supporting this learning culture included increased visibility and pressures to produce results and measurable outcomes, Read more

Categories: Beyond the Grant 

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Framework for Community Leadership by a Community Foundation

Recognizing that few guideposts existed for community foundations that want to be intentional about building their skills and aligning their organizations for community leadership, a group of philanthropy leaders – the National Task Force on Community Leadership – created this Framework. Built from actual community leadership experiences, it is the first effort to bring clarity to the practice of community leadership by community foundations. It allows community foundations to take stock, analyze options, develop strategies, and measure progress. It is a necessary first—and giant—step in creating a practical knowledge base.

Categories: Organization Learning and Evaluation , Beyond the Grant , Organizational Development - Strengthening/Building Your Team

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Funding Community Organizing: Social Change Through Civic Participation

In this guide, funders and organizers discuss what makes community organizing unique and uniquely effective, how to manage grantee relationships over time, understanding the value of process, and the grantmaker’s special role in fostering change.

Categories: Beyond the Grant 

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How Can We Prepare for Collaboration?

Because collaboration is hard and messy, many grantmakers and nonprofits are uncertain about the best way to move forward. The first step is to look inward and ensure that the right elements are in place. This piece discusses several steps that grantmakers can take to prepare for any type of collaboration.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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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

Categories: Beyond the Grant 

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Investing in Community Change: An Evaluation of a Decade of Data-Driven Grantmaking

The Wells Fargo Regional Foundation has a well-established continuum of grantmaking and technical-assistance programs designed to improve the quality of life for children and families living in low-income communities in eastern Pennsylvania, Delaware, and New Jersey. The foundation’s decade long focus on neighborhood revitalization has helped to shape a resident-driven, collaborative, long-term, and data-informed approach designed to make neighborhoods more attractive for large-scale investment. In 2014, the foundation engaged The Reinvestment Fund and Success Measures at NeighborWorks America to jointly evaluate the impact of its grantmaking and related programs from 2003 to 2013, to determine if practices in its approach Read more

Categories: Beyond the Grant 

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Investing In Leadership Volume 1: A Grantmaker’s Framework for Understanding Nonprofit Leadership Development

Ask any grantmaker about the distinguishing characteristics of strong and effective nonprofit organizations, and the conversation inevitably will turn to leadership. But what kind of leadership do nonprofits need, and what role can grantmakers play in strengthening leadership development in the sector? Given the vast literature on leadership development and the challenges of translating research and theory into practice, this publication explores a sampling of the leadership development literature.

Categories: Grantmaking, Beyond the Grant , Organizational Development - Strengthening/Building Your Team

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Investing In Leadership Volume 2: Inspiration and Ideas from Philanthropy’s Latest Frontier

Grantmakers today are doing more than just talking about the connection between leadership and nonprofit performance. They are looking for information and perspective about what works and what others are doing. And, at the same time, pioneers are experimenting with various approaches, sometimes clumsily, but often with success.

Categories: Beyond the Grant , Individual Professional Development 

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Is Grantmaking Getting Smarter?

Grantmakers recognize the value of supporting effective, well-led organizations — strong organizations create meaningful changes in the world. To help us understand whether we are making progress in supporting nonprofits in ways that allow them to be successful, GEO conducts field research to track trends in grantmaker practice. In short, we want to know: is grantmaking getting smarter? GEO’s 2014 study highlights some important shifts in how grantmakers support nonprofit results, but also reveals where we’re falling short. To help inform this study, we convened a nonprofit task force and feature the perspective of nonprofit leaders throughout the report to Read more

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Is Grantmaking Getting Smarter? A National Study of Philanthropic Practice

A comprehensive study of the attitudes and practices of staffed grantmaking foundations in the U.S., which examines the connection between listening to and learning with grantees and improving practices to achieve better results. In light of the global economic downturn, this survey also highlights some of the key shifts in grantmaking since 2008 and what they mean for supporting nonprofit resilience.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Justin Laing on Successful Foundation-Grantee Relationships

Justin Laing, program officer at the Heintz Endowments, is one of the high-performing program officers profiled in the Center for Effective Philanthropys research report, “Working with Grantees: Keys to Success and Five Program Officers Who Exemplify Them.” Through this research, CEP identified four keys to strong funder-grantee relationships. In this conversation with PhilanthroMedias Susan Herr, Laing discusses these keys and how they are put to use in his daily work.

Categories: Beyond the Grant 

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Key Findings of More than Money: Making a Difference with Assistance Beyond the Grant

Vice President-Research Ellie Buteau, PhD shares key findings from CEP’s research on nonmonetary support. “More than Money: Making a Difference with Assistance Beyond the Grant” was released in 2008, and is available for free download at www.effectivephilanthropy.org.

Categories: Beyond the Grant 

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Laying the Groundwork for Collective Impact: A Working Paper

This paper offers detailed suggestions for leaders of multisector initiatives working to generate collective impact on local community issues. It focuses on the critical early phases of the work and tackling issues such as poverty, education and workforce preparation. Topics such as cultivating leaders, creating a “backbone” organization, using data, engaging the community and promoting equitable opportunity are discussed. This paper will be of interest to funders, nonprofit leaders, policymakers and civic leaders interested in improving their communities.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Learn and Let Learn

This publication explores how learning communities can be powerful tools in creating and shaping peer connections that help expand knowledge, deepen skills and enhance practice. Learn and Let Learn offers key insights for grantmakers drawn from six in-depth case studies of learning communities gathered for GEO’s Scaling What Works initiative by the Research Center for Leadership in Action at New York University’s Robert F. Wagner Graduate School of Public Service.

Categories: Grantmaking, Beyond the Grant 

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Learning From an Adaptive-Consultative Approach: One Foundation’s Experience in Creating Systems Change in Education

This article describes a creative relationship between the Ball Foundation and the Rowland Unified School District. The approach was adopted by the Ball Foundation when they observed that grantees who had a closer relationship with them were more successful than those who had a more traditional relationship with them. Based on the concept of “adaptive leadership,” the relationship allows for flexibility and a more collaborative approach between the foundation and grantee. This approach requires both the funder and the grantee to be committed to learning and adapting strategies as needed to respond to both results and changing contexts. The funder Read more

Categories: Beyond the Grant 

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Lending, Learning, Leading

This report tells the story of the CDFI Leadership Learning Network, a Casey Foundation initiative to equip leaders of community development finance institutions with the tools of results-based leadership (RBL). The Foundation shares lessons learned from the network, core RBL concepts and profiles of CDFI leaders as they apply RBL skills and tools to the work of their organizations.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Lessons in Financial Management

The following article discusses how FMA and The Wallace Foundation are strengthening and improving the quality of afterschool groups in the Chicago area. Provides a snapshot of capacity-building efforts in one community. (FMA is pleased to share this article with the permission of The Chronicle of Philanthropy.)

Categories: Beyond the Grant , Financial Stewardship

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Lessons in Funder Collaboration: What the Packard Foundation Has Learned about Working with Other Funders

Funder collaboration has been a hot topic in philanthropy for years. But interest has grown of late as more funders realize that individual efforts simply are not enough to address complex social problems. The David and Lucile Packard Foundation has championed this view for decades as it has worked with dozens of other funders towards a common purpose. Clearly, collaboration can be a powerful means to amplify resources and impact, as this report presents in some detail. But good intentions aren’t enough to ensure success. Bridgespan’s exploration of Packard’s collaborations identified a number of factors that significantly raise the chances Read more

Categories: Beyond the Grant 

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Listen, Learn, Lead: Grantmaker Practices That Support Nonprofit Results

GEO’s Change Agent Project seeks to inspire change in grantmakers so they can help their grantees achieve meaningful results. This report on Phase 1 of GEO’s Change Agent Project delves deeper into what is neccessary to instill change in grantmaking practices. This publication was reprinted in 2010.

Categories: Grantmaking, Field/Sector Learning and Evaluation , Beyond the Grant , Individual Professional Development 

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Local Donor Collaboration: Lessons from Baltimore and Beyond

This study takes a close look at four Association of Baltimore Area Grantmakers (ABAG) funder cooperative groups that range in style from the relatively simple to the complex. The unique lens of the research is local donor collaboration as seen by the participants and staff themselves. In particular, the research explores three key issues: how local cooperatives begin, what makes them effective and sustainable over time, and the unique role that a regional association can play in furthering funder collaboration.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Natural Allies: Philanthropy and Civil Legal Aid

This publication will teach you about civil legal aid, why it matters, and how it is effective for social change.

Categories: Beyond the Grant 

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On The Money: A Review of Key Financial Challenges Facing Nonprofits Today — and How Grantmakers Can Help

Despite a wave of interest in recent years in what it takes to build stronger, more effective nonprofits, the sector as a whole still suffers from a chronic case of financial stress that inhibits effectiveness. Philanthropy can be a part of the problem, but also a part of the solution.

Categories: Grantmaking, Field/Sector Learning and Evaluation , Beyond the Grant 

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Paper Diet Report

A group of GMN members—just under 100 individuals from organizations of all sizes—agreed to tell us about their paper usage. We then asked them to spend time looking at their original reports from “Beyond the Recycling Bin” and develop methods of reducing the amount of paper used in their everyday work. Later, we asked the same cohort to tell us about changes they made and the resulting decreases in paper usage.

Categories: Beyond the Grant 

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Partnering for Impact: Combining National Knowledge with Regional Leverage for Local Impact

This report documents the experiences, successes and lessons learned during the Learning and Action Agenda Project, an effort to provide local grantmakers with information and strategies around issues of importance to the Casey Foundation —particularly around the Foundation’s Family Economic Success framework — and to motivate them to take action on those issues within their own communities and networks.

Categories: Field/Sector Learning and Evaluation , Beyond the Grant 

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Partnering for Impact: Combining National Knowledge with Regional Leverage for Local Impact

Regional associations of grantmakers can be natural and effective partners for national funders that wish to derive greater impact from their work in local areas. Regional associations have the ties that create strong local networks, the trust that creates local buy-in, and the knowledge about local issues, interests and culture. All of these things are absolutely vital for a national funder to incorporate if their work in local communities is to be successful. But what should national funders and regional associations keep in mind when working together? How do different perspectives come into play, and how do they affect understanding, Read more

Categories: Field/Sector Learning and Evaluation , Beyond the Grant 

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Pennies for Progress

This report follows the success of foundations during the great recession in 2008. The study found that in the decade that ended in 2013, foundation support for America’s marginalized communities grew just 5 percent as a share of all grantmaking. All this raises the question: Where did the increase in foundation grantmaking – over $6 billion – go if not to benefit the poor, communities of color, immigrants, women and girls, and other underserved communities? Where did that $6 billion go if not to strategies that affect long-term change?

Categories: Beyond the Grant 

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Philanthropy Advocacy Playbook

Philanthropy Advocacy Playbook: Leveraging Your Dollars is designed to provide foundations with the information they need to both fund and conduct advocacy. The Playbook provides examples of how foundation investments have generated meaningful policy change, as well as links to other publications and fact sheets that will allow foundation leaders to quickly answer their questions and access additional information. Many nonprofit leaders view advocacy as a tool that advances their mission, empowers their supporters and members, triggers public debate and discussion, and leads to solutions for pressing problems. Active, successful nonprofits with policy goals understand that employing advocacy strategies is perfectly legal including, within limits, tactics Read more

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Philanthropy Lessons: Value Beyond Dollars

This video is about how in order to create the most impact, philanthropy must bring value beyond grant dollars. Funders have the opportunity to play important roles as mentors and conveners, supporters and motivators.  

Categories: Beyond the Grant 

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Philanthropy Lessons: Who Knows More?

Hear from leading philanthropists in this video about building respect and trusting the people who are working day-in and day-out with the complex issues we care about.  

Categories: Beyond the Grant 

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Philanthropy Lessons: Working Collaboratively

This video is about how philanthropists are working on complex problems and no one person or group has all the answers. Working collaboratively–with grantees, other funders, and others in their communities–creates synergy and wisdom, power and possibility.

Categories: Beyond the Grant 

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Philanthropy’s Civic Role in Community Change

This article describes six key roles for philanthropic organizations’ engagement in communities. It draws on Living Cities, a consortium of financial organizations, private foundations, and public sector organizations that has been working since 1991 to improve distressed neighborhoods in 23 cities. The six civic roles described are (a) convening and leveraging diverse networks of relationships, (b) developing local data and plans for community change, (c) leveraging new resources on behalf of communities, (d) mobilizing political will, (e) framing new messages about community development and communicating more strategically, and (f) generating and testing new ideas and building and sharing knowledge. Typically Read more

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PIMBY: Philanthropy in My Back Yard

NCRP’s recent webinar, “PIMBY: Philanthropy in My Back Yard” connects the Kresge Foundation, the subject of a recent Philamplify report, to the practice of place-based grantmaking, and discusses how foundation investment in communities is a prime strategy for long-term success.  

Categories: Beyond the Grant 

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Recommendations for Capital Grantmakers

With the generous support of the Kresge Foundation, NFF released two summaries sharing lessons learned on capitalization in the arts sector. The summaries distill findings from NFF’s study of 36 capital grants made by the Kresge Foundation to arts organizations between 2010 and 2012. This summary, Recommendations for Capital Grantmakers, is written for arts funders who are looking to make smart and impactful investments. It includes tips for planning a grantmaking strategy, making the grant match the need, and ensuring that the grant is implemented successfully.

Categories: Beyond the Grant 

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Reflection on Practice Video: Building a Network

This video follows the efforts of a grant maker as he works with state-based organizations to build on a successful national model. It looks at how he encouraged them to form a network, work collaboratively, and bring in other funders.

Categories: Beyond the Grant 

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Reframing Assessment of Grantee Perceptions: Reconsidering Effectiveness With Broader International Stakeholder Engagement

Stakeholder engagement is important in philanthropy because it allows grantmakers and grantees to pool their respective resources more effectively to address their shared target issues. As more and more foundations and other grantmaking entities venture into the expansive world of self-evaluation, it is prudent that these methods be examined in light of international funding relationships. In order to better understand how these tools and methods can be used internationally, we outline the opportunities presented when using frames as one basis for decision-making in complex situations. Using the hypothetical case of a U.S. funder seeking to understand grantee perception in East Read more

Categories: Grants Management, Organization Learning and Evaluation , Beyond the Grant 

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Reframing the Conversation: A GEO Briefing Paper Series on Growing Social Impact

Conversations on scale and innovation continue to dominate philanthropic discourse as the social sector forges new ways to achieve greater impact with limited resources. Motivated by the desire to explore and expand upon current approaches to growing social impact, invite wider participation in the scaling conversation, and showcase practical examples and peer-to-peer advice, we developed this briefing paper series as part of the Scaling What Works initiative. The collection pulls together the best thinking, research and actionable approaches to scaling impact, and provides additional resources for grantmakers that want to dive deeper into paper concepts and questions.

Categories: Grantmaking, Field/Sector Learning and Evaluation , Beyond the Grant 

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Rethinking the funding equation: Can general operating support become the new normal?

This blog is about nonprofit leaders raising their voices on the issue of operating support and the great need for unrestricted funding.  

Categories: Beyond the Grant 

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Smarter Grantmaking in Action: GHR Foundation

Co-designing with grantees and partners from Day 1 can lead to stronger collaborations, flexible solutions and more meaningful impact. GHR Foundation is using its design-build approach to engage at three levels of partnership: direct service, systems change, and global platform.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Smarter Grantmaking in Challenging Economic Times: Insights for Foundation Leaders

We have produced this briefing, based on conversations we’ve had with hundreds of grantmakers, to provide foundation leaders with a framework and considerations to help guide decisions about how best to support grantees.

Categories: Grantmaking, Field/Sector Learning and Evaluation , Beyond the Grant 

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Stepping Up and Stepping Out: Profiles of Philanthropy Responding to an American Crisis

Stepping Up and Stepping Out profiles three philanthropic organizations that are making investments with a specific intent to create opportunities for black males: A Legacy of Tradition, Chicago Community Trust, and Schott Foundation for Public Education.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Sticking Points: Grantee Roles and Relationships

This blog post offers tips and reflections for advocacy collaborative grantmakers to deepen their relationships with non-grantmakers.

Categories: Beyond the Grant 

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Stop managing grants. Start managing your network.

Scaling solutions, building resilience, catalysing innovation: these are the philanthropy sector’s buzzwords du jour. There’s nothing inherently wrong with these goals – except that the current programme officer position isn’t set up to deliver them. If you want to have social impact, stop thinking of this role as managing a set of grants and instead consider what it means to be a network manager.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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Sustainability Is Made, Not Born: Enhancing Program Sustainability Through Reflective Grantmaking

This article explores how reflective grantmaking can lead to enduring changes in the communities that foundations serve. The Health Foundation of Greater Cincinnati’s approach to evaluating and improving the sustainability of grant-funded projects is reviewed as an example. Their grantmaking framework includes policy and advocacy work, evaluation support, communications support, and technical assistance in addition to traditional funding of projects. This framework promotes sustainability of the funded work.

Categories: Beyond the Grant 

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TEDx: Amplify the Money You Give

The word “philanthropist” evokes the names of billionaire donors – Rockefeller, Gates, Pew – but in reality, most charitable giving comes from regular people giving smaller amounts. How can you, the non-billionaire, do the most good with what you give? Kat Rosqueta shows how to become a high-impact philanthropist, with a few tips for getting more engaged with your donations – one dollar, one cause, at a time. She believes the word is not just for Rockefellers; rather, a philanthropist is anyone who gives money, time, or skill with the goal of helping make the world better, at any scale.

Categories: Grantmaking, Beyond the Grant , Resources

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The Challenges Grantmakers Face in Supporting Technology

This article covers why and how technology often gets short changed, the planning knowledge and skill nonprofits need in order to thrive with technology, and what is needed for grantmakers to support nonprofits with technology. 

Categories: Beyond the Grant 

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The Donor-Grantee Trap: How Ineffective Collaboration Undermines Philanthropic Results for Society, and What Can Be Done About It

A guide for nonprofit leaders, their boards, and their donors.What’s needed is more effective donor-grantee collaboration, so that philanthropists and the nonprofit organizations they support can get the absolute most from every scarce dollar they invest. Reduced to the essentials, there are three imperatives of true collaboration—for which both donors and grantees must share responsibility.

Categories: Beyond the Grant 

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The DOs and DON’Ts of Working with Local Funders

The Association of Baltimore Area Grantmakers presents practical guidance for national funders to further relationships and deepen the impact of philanthropic investments made in collaboration with local funders.

Categories: Beyond the Grant , Grantmaking and Changemaking, Resources

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The Scope and Activities of 501(c)(3) Supporting Organizations

Supporting organizations provide a broad array of services, including grants and other financial benefits, to the organizations they support. This 2005 study found that nearly 92 percent of the large supporting organizations with no apparent grants in our sample did, in fact, provide significant financial services and benefits to their supported organizations. Complex business and legal reasons similar to those found in the for-profit world appear to lie behind the activities of most of these organizations.

Categories: Beyond the Grant 

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The Smarter Grantmaking Playbook

We know that grantmakers who understand and act in the best interest of grantees achieve better results. Practicing smarter grantmaking can make the difference between pretty good performance and achieving the best possible results. But, where should you start? Take smarter steps forward in your grantmaking with The Smarter Grantmaking Playbook. Find the answers you seek to more than 50 common questions captured from your GEO peers. Receive a primer on the grantmaking practices that are most supportive of nonprofit success. Turn knowledge into action with practical tools, frameworks and related resources that you can share with your colleagues to Read more

Categories: Grantmaking, Grants Management, Beyond the Grant 

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The Truth About Site Visits

Site visits are a single but critical step in most agencies’ attempts to secure funding and implement programming. As with every step in that process “” from grantwriting to hiring employees “” preparation and planning are key to improving an agency’s chances for success in obtaining a grant. Most funders say there’s nothing in particular a nonprofit can do to guarantee that a site visit results in funding “” the people doing the site visit often only make recommendations about particular programs, while others decide who ultimately receives funding. But grantmaking employees interviewed for this article offered several rules of Read more

Categories: Beyond the Grant 

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Tips for Effective Grantee Relations

This checklist provides tips and advice for foundations and grantees to have an effective, win-win relationship.

Categories: Beyond the Grant 

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Ukraine: foundations, the crisis and the future

Since the explosion of popular protest in Maidan Square, Ukraine has been riven by civil and political strife whose character and shape is often as difficult to discern as its eventual outcome. In this supercharged atmosphere of political protest and martial posturing, what have foundations been doing to help those caught up in events or struggling to reshape their country?

Categories: Grants Management, Issue Specific Grantmaking, Beyond the Grant 

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Webinar Recap: Getting Out of Our Own Way for Greater Impact

In these demanding times, effective grantmaking is more important than ever. Join Kris Putnam-Walkerly, experienced philanthropy advisor and author of Confident Giving, to surface and break through the bad habits and well-intended follies that stand between our work and greater impact, including: Moving away from scarcity-based approaches to foundation management Cutting out unnecessary complexity and bureaucratic waste, and Reforming processes that unintentionally disrespect our grantees

Categories: Beyond the Grant 

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What Donors Value: How Community Foundations Can Increase Donor Satisfaction, Referrals, and Future Giving

To better understand how community foundations can best respond to the current environment, CEP asked donors about how satisfied they are with the community foundations with which they work. What matters most to them? What do these donors want from their community foundations? The research reveals that donor satisfaction is vital for community foundations. Donors who are more satisfied with their community foundation are more likely to indicate that they plan to continue giving and more likely to recommend the foundation to others. The data also show that the strongest predictors of donor satisfaction are donors’ sense of the foundation’s Read more

Categories: Beyond the Grant 

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Who Manages the Money?: How Foundations Can Democratize Capital

A case study of the W.K. Kellogg Foundation. For the past twenty-five years or more there has been a groundswell of activity among investment managers institutional investors, consultants and diversity advocates to democratize capital — that is, to create more opportunities for diverse investment professionals and the firms they lead, to manage institutional capital. This effort, grounded in both fiduciary and equity principles, has led to the growth of many diverse investment management firms like Progress Investment Management Company LLC (“Progress”) and others. A range of stakeholders now recognizes that democratization of capital brings a range of positive benefits to Read more

Categories: Beyond the Grant , Financial Stewardship

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