These free resources are a sample of what’s available in NCFP’s Family Philanthropy Knowledge Center, the premier source of information and inspiration for family philanthropy. Our 24-hour digital library puts thousands of resources at your fingertips—discussion papers, sample policies, assessment tools, webinar replays and much more.
Author: National Center for Family Philanthropy (NCFP)
Re-imagining measurement is an ongoing initiative to spur innovation in how foundations and nonprofits approach monitoring, evaluation, and learning. In the materials, you’ll find best thinking from the field about a path to a better future, and a toolkit with bright spots, leading edge practices to spread, and innovations to try.
This is Alliance magazine’s alphabetical glossary of key terms in philanthropy and social investment and links to useful philanthropy organizations. We invite readers to help revise and refine the glossary by submitting further entries or suggestions to email@example.com.
In 2017 Foundation Center surveyed a sample of U.S.-based foundations about whether they conduct evaluations, what they evaluate, and whether they share what they learn outside of their organization. This infographic lays out key findings from that survey.
To realize this vision of improved data for deeper philanthropic impact and transparency, WINGS, Foundation Center, CENTRIS, and partners from around the world created and refined the Global Philanthropy Data Charter. The main objective of this revision is to make the document more accessible and provide concrete guidance on how to successfully engage in data-sharing processes.
Truly inclusive markets lead to expanded opportunity for more broadly shared prosperity, especially for those facing the greatest barriers. With support from The Rockefeller Foundation, authors from FSG analyzed historical cases where such inclusive transformations actually occurred in order to understand the ways in which they were achieved. Using these insights, in this report they offer practical recommendations for funders and intermediaries seeking to enable more of these shifts in the future.
Solidarity – more in common? ‘We are far more united and have far more in common with each other than things that divide us.’ These were the words of Jo Cox in her maiden speech to the UK Parliament on 3 June 2015. On 16 June 2016, just over one year later, Cox was murdered on her way to a meeting in her constituency. The Alliance special feature, guest edited by King Baudouin Foundation’s Stefan Schäfers, explores the complex and sensitive relationship between philanthropy and solidarity. Jo Cox’s murder was not just an affront to our common humanity but a Read more
To capture information on the unique challenges facing an embedded funder as it changes program direction, Bob Tobin, senior consultant at Williams Group, interviewed Marie Colombo, Skillman Foundation director for strategic evaluation and learning in this article of The Foundation Review.
This article shares the emerging hypotheses of two foundations, The Atlantic Philanthropies and the S. D. Bechtel, Jr. Foundation — each four years from sunset — about the opportunities and challenges for evaluation in the limited-life context. The article argues that systematically capturing and sharing knowledge — about programs, as well as social-change methods and grantmaking practices — can increase a foundation’s influence and impact during its final years and beyond.
This article shares insights and lessons from a research project commissioned by The California Endowment in early 2016 to inform the planning for its transition out of Building Healthy Communities. A guiding framework for exit and sustainability planning is presented as a set of recommendations that relate to issues such as managing relationships between funder and grantee partners during the exit, using the initiative’s theory of change as a tool for decision-making, finding a balance between demonstrable success and equity, and managing the internal processes of the funding organization.
This article discusses four areas where foundation exits present particular challenges and where there are significant opportunities to improve practice — deciding on and planning to exit, funder leadership, clear communication, and final grants — and includes summaries of advice from funder and grantee perspectives.
Philanthropy scholarship has the potential to inform practice and policy so that societal wellbeing is enhanced and positive change achieved. How can we make this happen? This special feature suggests two possibilities and also documents some successful experiences of knowledge transfer that may serve as prototypes for bridging the divide.
This article describes how the findings of the NSI evaluation informed Hewlett’s philanthropic approach, and provides a case example of a philanthropic-initiative exit. Key considerations for monitoring and evaluation practices particular to the context of a planned exit are discussed.
This editorial blog introduces a special issue of The Foundation Review on Exit Strategies. Foundations of various sizes and geographic foci share what they have learned about exiting with grace and impact.
Author: Dorothy A. Johnson Center for Philanthropy
The State of Evaluation project is the first nationwide project that systematically and repeatedly collects data from US nonprofits about their evaluation practices. Survey results are intended to build understanding for nonprofits, to compare their evaluation practices to their peers; for donors and funders, to better understand how they can support evaluation practice throughout the sector; and for evaluators, to have more context about the existing evaluation practices and capacities of their nonprofits clients.
Developed in partnership with the Center for Evaluation Innovation, Benchmarking Foundation Evaluation Practices is the most comprehensive data collection effort to date on evaluation practices at foundations. The report shares data points and infographics on crucial topics related to evaluation at foundations, such as evaluation staffing and structures, investment in evaluation work, and the usefulness of evaluation information.
What exactly is creative placemaking? The simple answer is any artistic or creative effort to make a particular community stronger. There are literally hundreds of communities carrying out creative placemaking projects across the U.S. – and countless more around the world. Here are two particularly strong examples, both generously supported by The Kresge Foundation. .
As more families look to get their children involved in philanthropy at a younger age, the National Center for Family Philanthropy is offering a resource that will help the next generation learn how to carry their families’ legacies forward. Generations Together – sponsored by U.S. Trust – is an online resource that helps young adults, teens and children explore family traditions and goals, learn about giving, and understand how philanthropy works.
Author: National Center for Family Philanthropy (NCFP)
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.
Author: Dorothy A. Johnson Center for Philanthropy
Some 30 elements that can feed into a comprehensive theory of philanthropy represent a customizable tool for exploring the issues foundations face. A foundation can use the tool to gather data and perspectives about specific aspects of its heritage and approach; what is learned in addressing the elements can then be synthesized into a succinct and coherent theory of philanthropy.
This report seeks to identify and describe state-of-the-art approaches to valuing social returns on social investments (SROI), to review the organizational challenges to implementing an SROI measurement process, and to examine in detail organizations in the Netherlands and the United States that have attempted to use SROI measurements. The focus of each piece of the project was SROI methods and valuation in the health care field, specifically. In the conclusion, the report distills some best practices and practical tips for conducting SROI measurements.
Author: Dorothy A. Johnson Center for Philanthropy
The goal of this microsite is to share what the Charles Stewart Mott Foundation has learned in more than 35 years of supporting the field, offer key insights, and highlight our legacy of partnering with community foundations in a way that advances the vital work they do to strengthen their communities. The year 2014 marks the 100th anniversary of the first community foundation in the U.S. This milestone brings with it both increased attention to the field of community philanthropy and the opportunity to demonstrate the significance of these institutions to the communities they serve.
Grantmakers for Effective Organizations exists to help grantmakers turn their desire to improve into real progress. That’s the power of the GEO community. With more than 5,000 grantmakers across the globe, we work together to lift up the grantmaking practices that matter most to nonprofits and that truly improve philanthropy. There’s no shortage of advice out there for grantmakers working to improve. There’s also no shortage of hurdles to making change. Since 1997, GEO has provided opportunities for grantmakers to come together to share knowledge and inspire each other to act. GEO members find value in making strong connections to Read more
This paper defines a field, provides examples of how funders build fields, lists the elements of a strong field, and discusses effective donor practices to promote sustainable fields. The paper concludes with questions that can help to assess field strengths and needs, and a discussion of the best time to exit a field.
Although much has been written about ‘what donors believe’ and ‘how modern foundations work’, hard data about how private foundation donors view themselves, their roles, and the non-profits they support is relatively scarce. With almost 1,200 US-based private foundation clients, Foundation Source is well positioned to put some of the common assumptions about this sector to the test. Last November, we carried out a survey of our clients that debunked some of philanthropy’s most established axioms – especially those relating to foundation attitudes to non-profits.
Anthony Tomei writes about the changing global economic structure and how it relates to philanthropy: The collapse of Lehman Brothers in 2008 seems to mark a symbolic moment at which the world changed. The changes were felt very differently in different parts of the world, but it seems likely that the resulting shift in the balance of economic power will turn out to be permanent. What about philanthropy? Five years on, how do things look? How have foundations responded? Have they changed the way they see their role and the way they do things? These are the questions this Alliance special feature Read more
CEP asked donors how satisfied they are with the community foundations with which they work. The research reveals that donor satisfaction is vital for community foundations. The data also show that the strongest predictors of donor satisfaction are donors’ sense of the foundation’s level of responsiveness when they need assistance and donors’ perceptions of the foundation’s impact on the community.
An Evaluation of the Hewlett Foundation’s Knowledge Creation and Dissemination Strategy. As part of the Hewlett Foundation’s evaluation of the $24 million it has invested to-date in knowledge creation and dissemination about philanthropic practice, the evaluation team used LearnPhilanthropy’s taxonomy to categorize the types of knowledge produced by its grantees.
A growing number of foundations and philanthropists have elected to give away their money by a fixed date rather than establish perpetual foundations. The paths they’ve chosen to take, and how they chose them, provide useful tips for other philanthropists on how they can align their giving with a path that best accommodates their goals.
This article presents new findings about what foundations are doing on evaluation and discusses their implications. It is based on 2012 research that benchmarks the positioning, resourcing, and function of evaluation in foundations, and follows up on a 2009 study that used a similar design.
This article documents the Tower Foundation’s experience funding evidence-based practice (EBP) programs and its work to measure the success of these initiatives. After funding EBPs in five consecutive grant years, it was time to take stock and assess the drivers of program success and failure. Learning from these, the foundation may better understand the demands and expectations that they put on grantees. Looking forward, foundations can assist, as Tower did, with direct support of implementations. They can also do things to make communities more EBP ready and EBPs more generally viable and affordable.
This article reports on a survey of 31 small Arkansas communities of 5,000 to 15,000 in population using open-ended descriptive questions. Responses were compared across communities to assess variation in giving/fundraising, civic engagement, and leadership.
This article examines the emerging best practice of layering, a process and strategic alignment of building new, multiple sector partnerships at the local, state, federal and national levels that can expand with federal initiatives. These new opportunities create a challenge of how to maximize mission-related goals while seeking new partnerships.
This article discusses how a private foundation, a public school system, and a state university joined forces to address a difficult, long-standing challenge: closing the academic achievement gap between urban and suburban students. The parties worked through multiple challenges and forged a Master Data Sharing Agreement (MDSA) that will facilitate both daily intelligence for program staff and powerful post-hoc research capacity. This MDSA text has been released online under a Creative Commons license (Community Research Institute, 2011a).
This brief report presents key findings about Robert Wood Johnson Foundation’s Grantee Perception Reports over the years, and includes candid comments by RWJF’s leadership — CEO Risa Lavizzo-Mourey and Vice President of Research and Evaluation, David Colby — as to how they’ve responded to some of those findings.
This article describes a method for instructing social work students in the art of enhanced collaboration with foundations, shifting the focus from “writing a winning proposal” and “finding alternative funding sources” to “developing collaborative partnerships for sustainable community development and social change.” The program consists of four major steps: charitable foundation review and case presentation, self-guided review of real-world proposals, mock grant proposal development, and side-by-side proposal review.
This article examines the Social Capital Benchmark Survey organized by Robert Putnam and Lew Feldstein and funded by 34 community foundations. Six years later, 12 of the community foundations participated in the National Social Capital Learning Circle and reported that the survey results supported their community leadership work.
As more foundations and other grantmaking entities venture into self-evaluation, these methods should be examined in light of international funding relationships. In order to better understand how these tools and methods can be used internationally, the authors outline the opportunities presented when using frames as one basis for decision-making in complex situations.
This article discusses how foundations and their nonprofit partners might think about failure and share their hard-learned lessons. The overarching argument of this article is that foundations face certain dilemmas in their grantmaking that are related to mistakes and that need to be acknowledged and reflected on.