“I’m not Rockefeller”: 33 High Net Worth Philanthropists Discuss Their Approach to Giving

This report describes findings from a study conducted by the Center for High Impact Philanthropy to determine how high net worth philanthropists are making their gift choices and the limitations they confront.

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Catagories: Field/Sector Learning and Evaluation , Grantmaking, Mission and Values









A Call to Action: Organizing to Increase the Effectiveness and Impact of Foundation Grantmaking

Many nonprofit organizations are constantly struggling to find enough resources to make their organizations more effective and sustainable. A Call to Action illustrates how the lack of core operating support is at the center of this struggle. It tells of the needs and aspirations of nonprofits by enabling them, in their own words, to share their stories. Printed copies are available for purchase.

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Catagories: Field/Sector Learning and Evaluation , Grantmaking









A Guide to Evaluation Primers

Produced by the Association for the Study and Development of Community (ASDC) for the Robert Wood Johnson Foundation, this document offers an orientation to handbooks and basic primers on evaluation. These resources are designed to meet the needs of the non-expert.

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Catagories: Field/Sector Learning and Evaluation 









A Guide to Strengthening and Managing Research Grants

One out of every four grant dollars provided by the Robert Wood Johnson Foundation (RWJF) funds research and evaluation.The goal of this report is to enhance the capacity of potential and current grantees to strengthen and manage research grants. After a short section of background information, the report features information on preparing the proposal, managing the research project, after the grant, and the conclusion.

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Catagories: Field/Sector Learning and Evaluation 









A Hedgehog Moment: The Roles and Pitfalls of Strategic Philanthropy for Family Foundations and Donors

The growing quantity of giving has not been matched by improved quality. The growth in the quantity of new philanthropy and the search for more effective philanthropy has now produced a “significant moment in the marketization of philanthropy.” A recent outpouring of books by foundation officials, consultants and academics has broadly emphasized the idea that “strategic philanthropy” in some form promises significant improvements. With these books, then, do donors, family foundations, and philanthropy generally have new usable knowledge to meet the challenge of quality grantmaking?

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Catagories: Field/Sector Learning and Evaluation , Financial Stewardship, Philanthropic Models & Approaches









A Practical Guide for Engaging Stakeholders in Developing Evaluation Questions

RWJF commissioned FSG Social Impact Advisors to develop a guide for program officers, grant recipients, evaluators, researchers, and others interested in evaluation on how to engage stakeholders in developing evaluation questions. Since stakeholders are potential users of evaluation findings, their input into the scope of the evaluation is critical to ensuring the integrity and value of evaluation results. This guide provides the reader with a five-step process for involving stakeholders in developing evaluation questions, and includes a set of four worksheets to facilitate this process.

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Catagories: Field/Sector Learning and Evaluation 









Advanced Mini-Intensive in Grantmaking

This course includes an in-depth analysis of evaluation models; proposal assessments; funder-grantee relationships and models, especially as they apply to particular funding areas and values-based grantmaking; changes in the philanthropy law and environment; and participant-presented case studies. Course content is updated based upon recommendations of the larger philanthropy field and past participants. The course is coordinated by Richard Marker, an internationally known thought leader in the grantmaking and philanthropy field. He is joined in class by several highly respected and prominent philanthropy experts. CEU: 4

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , General Grants , Grantmaking, Grants Management, In-Person Workshop, Issue-Specific Grants, Organization Learning and Evaluation , Program Learning and Evaluation









Alliance Breakfast Club- Markets for good: removing the barriers

Why are so few market-based solutions to poverty getting to scale? What can be done so that they can deliver meaningful benefits to the poor? These are the questions raised by the recently released Monitor Inclusive Markets report Beyond the Pioneer. Its findings are in turn examined by the June 2014 Alliance special feature.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









Attitudes and Practices Concerning Effective Philanthropy

If efforts to strengthen philanthropy are to be effective, they must be informed by reliable data on the current state of the field. In 2003, the Urban Institute conducted a survey of 1,192 grantmaking foundations in order to construct a wide-ranging and rigorous portrait of attitudes and practices concerning effective philanthropy in the foundation field. The survey results tell us a great deal about how foundations see themselves, how they function, and whether they are fully functioning in the ways that they feel they should be. The specific attitudes and practices covered in the survey fall under the following general Read more

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Catagories: Field/Sector Learning and Evaluation , Grantmaking, Philanthropic Models & Approaches, Philanthropy's History, Role in Society









Axis of Ideology: Conservative Foundations and Public Policy

NCRP’s Axis of Ideology details the effective philanthropic strategies that 79 conservative foundations have used to support the activities of 350 public policy-oriented right-wing think tanks at the federal, state, and local levels.

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Catagories: Field/Sector Learning and Evaluation 









Beyond Compliance: The Trustee Viewpoint on Effective Foundation Governance

Beyond Compliance is based on the largest-scale research on foundation boards ever conducted and builds off CEP’s earlier governance report, Foundation Governance. This report reveals the foundation trustee perspective on effective governance, which despite the variety in size and function of grantmaking boards, has five essential factors. MORE The report offers data and findings to help trustees and CEOs utilize foundation governance optimally, with information ranging from racial composition of boards to the amount of information board members read.

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Catagories: Field/Sector Learning and Evaluation , Governance 









Beyond the Veneer of Strategic Philanthropy

“Strategic philanthropy” has become a dominant theme among foundations in the past few decades. While many foundations have developed strategic plans, few have made the internal changes necessary to actually behave strategically. Four challenges to strategic philanthropy are identified, including strategies developed in isolation from grantees that execute them and misaligned foundation structures, processes, and cultures that do not support strategic endeavors. In order to get beyond the veneer of strategic philanthropy, foundation leaders need to be clearer about their own role in creating change, develop the strategic capacities to do so, and then apply those capacities, learn from them, Read more

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









Big Issues, Many Questions

What it takes for a foundation to be effective is difficult to master, yet timeless. At the same time, however, there are current trends that foundation leaders and boards must pay attention to if they want to be as effective as possible. In this essay, Big Issues, Many Questions, CEP President Phil Buchanan explores the five most pressing issues facing U.S. foundations in 2016. From growing dissatisfaction with the so-called establishment to embracing collaboration and aligned action, these are the trends that foundation CEOs and boards cannot overlook or ignore.

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Catagories: Field/Sector Learning and Evaluation , Philanthropy's History, Role in Society, Strategy and Evaluation, The Philanthropic Sector









Breaking Down Creative Placemaking

Across the country, community leaders are talking more and more about the field of creative placemaking. But what exactly does it mean? What kind of impact could it have on your community, and how can you play a role in deciding what happens?

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Catagories: Field/Sector Learning and Evaluation , General Grants , Making and Managing Grants, Strategy and Evaluation









Breakthroughs in Shared Measurement and Social Impact

Many social enterprises focus on measuring the success of individual grants and nonprofit initiatives. This traditional approach to measuring results neglects the reality that no single organization alone can solve the scale of today’s social challenges. This research highlights 20 social enterprises that developed innovative and coordinated web-based approaches to evaluate their impact across multiple grants and stakeholders.

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









Can Feedback Fuel Change at Foundations?: An Analysis of the Grantee Perception Report

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.

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Catagories: Field/Sector Learning and Evaluation 









Can Foundations Train Their Grantees to Be Effective Communicators?

How can foundations assess the effectiveness of training programs designed to help grantees develop effective communications skills? The Hewlett Foundation commissioned a study to explore just this question, and shares lessons learned including: – Make sure participants, and the organizations they’re from, are ready for training and can “put adequate human and financial resources into place to support communications.” – Invite teams, not individuals, to take part in training. – Robust follow-up is key. What people learn in class won’t stick if the lessons aren’t reinforced. and: – Support efforts to integrate communications with program strategy. If foundations really want Read more

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Catagories: Beyond the Grant , Communications , Field/Sector Learning and Evaluation , Organizational Development - Strengthening/Building Your Team









Case for Change Capital in the Arts

Explore a series of written and video materials on the need for capital in the arts. This series conveys stories and lessons learned from NFF’s $15 million Leading for the Future Initiative, the first national Initiative to deploy a specific kind of investment – change capital – to help arts organizations adapt their programming, operations and finances to thrive in a changed and changing economic and cultural landscape. Ten artistically excellent performing arts nonprofits are working with NFF over five years to develop and implement plans for achieving this transformation. Nearly three years into this exciting Initiative, we now have Read more

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Grantmaking, Issue-Specific Grants









Celebrating 100 Years of Community Foundations: Stories and Lessons from 35 Years of Supporting the Community Foundation Field

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. 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.  

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Catagories: Field/Sector Learning and Evaluation , Grantmaking, Online Publication, Philanthropic Models & Approaches, Philanthropy's History, Role in Society, Resources









CFLeads White Paper: Community Foundations and Community Leadership

This white paper explores the imperatives – both market and moral – for a community foundation to embrace community leadership.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Governance , Philanthropic Models & Approaches









Charitable Lead Trust Handbook

An in-depth guide to the workings and variations of Charitable Lead Trusts.

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Catagories: Field/Sector Learning and Evaluation , Individual Development - Strengthening/Building Your Career, Organization Learning and Evaluation , Organizational Development - Strengthening/Building Your Team









Co-Creation: Viewing Partnerships Through A New Lens

Collaboration remains an on-going discourse throughout the funder community, but little has been written about explorations or innovations into different ways of working collectively, beyond what was established decades ago. For large-scale systems change, co-creation may be a more fitting approach; it acknowledges self-interest, existing alongside shared goals and purpose, as necessary to sustain voluntary efforts. Co-creation is predicated on the notion that traditional topdown planning or decision-making should give way to a more flexible participatory structure, where diverse constituencies are invited in to collectively solve problems. This case study examines the partnership of the Connecticut Early Childhood Funder Collaborative, the Read more

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Catagories: Field/Sector Learning and Evaluation , Resources, Strategy and Evaluation









Collective Impact

Large-scale social change requires broad cross-sector coordination, yet the social sector remains focused on the isolated intervention of individual organizations.

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









Collective Impact Forum

The Collective Impact Forum exists to support the efforts of those who are practicing collective impact in the field. While the rewards of collective impact can be great, the work is often demanding. Those who practice it must keep themselves and their teams motivated and moving forward. The Collective Impact Forum is the place to find the tools and training that can help achieve success. It’s an expanding network of like-minded individuals coming together from across sectors to share useful experience and knowledge and thereby accelerating the effectiveness, and further adoption, of the collective impact approach as a whole.

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Catagories: Field/Sector Learning and Evaluation , Mission and Values, Philanthropic Models & Approaches, Philanthropy's History, Role in Society, Standards, Codes, and Ethics









Come On In, The Water’s Fine: An Exploration of Web 2.0 Technology and Its Emerging Impact on Foundation Communications

Foundations that have adopted new and still emerging forms of digital communications—interactive Web sites, blogs, wikis, and social networking applications—are finding that they offer “opportunities for focused convenings and conversations, lend themselves to interactions with and among grantees, and are an effective story-telling medium.” Acknowledging that adoption of new media tools will require some cultural and operational shifts in foundations, the report urges foundations to: Build up the individual “human capital” of their staffs and provide them the competencies they need to operate in the new digital world. Make internal institutional reforms to reward creativity and innovation in using these Read more

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Catagories: Beyond the Grant , Communications , Field/Sector Learning and Evaluation 









Community Foundation Field Guide to Impact Investing

Mission Investors Exchange and the Council on Foundations are thrilled to welcome you to the Community Foundation Field Guide to Impact Investing: Reflections from the Field and Resources for Moving Forward. We are delighted that you are reading this Field Guide and discovering all the resources and connections that it has to offer community foundations interested in learning about, designing, and activating an impact investing program.

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









Community Investment: Focusing on the System

Community investment in the U.S. is one of the most robust impact-investing sectors in the world. With support from public policy and subsidies from public and philanthropic sources, private capital flows to community investment from foundations, banks and insurance companies, individuals and others in the form of loans, bonds, tax-credit equity and structured investment vehicles. Often, CI involves specialized intermediaries skilled at working with marginalized communities and blending multiple sources of funding. But practitioners frequently describe CI as working against, or around, the conventional finance system. It targets underserved people and places – where conventional markets are seen as absent, Read more

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Catagories: Essentials, Field/Sector Learning and Evaluation , Philanthropic Models & Approaches, Strategy and Evaluation









Community Leadership Network Evaluation — Key Findings from a Survey of Participants

This report summarizes findings from an evaluation of the Community Leadership Network, a signature CFleads learning opportunity. It makes the case for why peer learning matters: practitioners learn best when they are able to hone and practice their leadership skill in environments that encourage peer learning and exchange.

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Catagories: Field/Sector Learning and Evaluation , Individual Development - Strengthening/Building Your Career, Organization Learning and Evaluation , Organizational Development - Strengthening/Building Your Team









Community Leadership Networks Summary

As part of a multi-tiered effort to advance knowledge and understanding of community leadership, the Council on Foundations’ Community Foundations Leadership Team, in partnership with CFLeads, launched action-oriented Community Leadership Networks. Learn more about these networks here.

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Catagories: Field/Sector Learning and Evaluation , Individual Development - Strengthening/Building Your Career, Organization Learning and Evaluation , Organizational Development - Strengthening/Building Your Team









Community Leadership Stories

Leadership in Action Stories provide insight into how community foundations are approaching their community leadership work and putting the community leadership building blocks into practice. These stories illustrate the pathways and elements contained in the Framework for Community Leadership by a Community Foundation.

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Catagories: Beyond the Grant , Communications , Field/Sector Learning and Evaluation , General Grants 









Community Philanthropy: How the Delta Region Revives, Embraces, and Promotes the Spirit of Giving

Community philanthropy is the giving of time, talent, and treasure that when invested locally is characteristic of positive change and lasting development. 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. Data confirm that giving/fundraising was substantial, particularly in communities with populations of 8,000 or less. Findings show that people are giving not only their money, but also their services, time, and skills – especially in times of emergency response. Giving was not restricted Read more

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Catagories: Field/Sector Learning and Evaluation , Philanthropy's History, Role in Society









Conversations with Remarkable Givers

“Conversations with Remarkable Givers” is a groundbreaking, free video series of frank and candid conversations with more than 60 remarkable, results-oriented philanthropists, providing unprecedented access to their strategic thinking, insights, and wisdom.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Grantmaking, Philanthropic Models & Approaches









Creating Shared Value

Creating shared value involves value creation for business that simultaneously yields more profit and greater social impact, resulting in powerful transformations and opportunities for growth and innovation in both business and society. The concept of creating shared value focuses on the connections between societal and economic progress, and has the potential to unleash the next wave of global growth and competitive advantage.

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









Criteria for Philanthropy at Its Best

What differentiates an exemplary foundation from the rest of its peers? What can foundations do to improve its relevance to nonprofits, the economically and socially underserved Americans and society as a whole? Criteria for Philanthropy at Its Best: Benchmarks to Assess and Enhance Grantmaker Impact is the first ever set of measurable guidelines that will help foundations and other institutional grantmakers operate ethically and maximize the impact of their dollars.

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Catagories: Essentials, Field/Sector Learning and Evaluation , Standards, Codes, and Ethics, Strategy and Evaluation









Developing a Master Data Sharing Agreement: Seeking Student-Level Evidence to Support a Collaborative Community Effort in Education

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. All parties agreed that sharing of longitudinal, student-level data was required to drive and evaluate multiple efforts to close the gap, but significant technical, regulatory, and political obstacles stood in the way. 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 for your use under Read more

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Catagories: Field/Sector Learning and Evaluation , Standards, Codes, and Ethics









Do More Than Give: The Six Practices of Donors Who Change the World

Traditional philanthropy is no antidote to the complex problems that challenge our world today. Donors must go beyond check-writing to proactively catalyze change using a variety of tools and practices. Do More Than Give: The Six Practices of Donors Who Change the World, features the stories of foundations and individuals who transcend traditional philanthropy, and illuminates the six catalytic practices that all donors can employ to achieve greater impact.This book provides a blueprint for foundation leaders, trustees, and individual donors who want to catalyze change in the world.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









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.”

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









Donor Education Seminar

This donor education seminar is an invitation-only, purely educational effort to inform participants about the latest research, biggest ideas and best efforts underway in four key areas: 1) Access to food; 2) Housing; 3) Health; 4) Economic success for vulnerable families. On Sunday, November 7th and Monday, November 8th, 2010, we brought together experts in these four areas to highlight proven, high impact strategies that individuals can implement to achieve greater impact through their giving. We believe this seminar represents a new approach to donor education that provides information that people cannot get easily or anywhere else in a safe Read more

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Catagories: Field/Sector Learning and Evaluation , Grantmaking









Donor Profile: The Sandlers and ProPublica: Muckraker for the 21st Century

What is the best way to tackle corruption? With ProPublica, the Sandler Foundation has revived a time-tested tactic that is proving as effective as ever.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Issue-Specific Grants, Mission and Values









Donor Profile: Pam Omidyar and the Science of Giving

Pam Omidyar’s philanthropic work—including founding or co-founding with her husband, Pierre, the Omidyar Network, Hope Lab, and Humanity United—demonstrates how she has translated her passions into social change. Includes: International philanthropy, Microfinance, Medical philanthropy.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Grantmaking, Issue-Specific Grants, Mission and Values, Organizational Development - Strengthening/Building Your Team, Philanthropic Models & Approaches, Philanthropy's History, Role in Society, Program Learning and Evaluation









Embedded Foundations: Advancing Community Change and Empowerment

Embedded funders are foundations that have made long-term commitments to the communities in which they are located or work. Foundations have a long history in funding community development, often with few concrete results. Political conditions, the increasing divide between rich and poor, inaccessibility of education, lack of housing, and continued segregation and racial discrimination are issues that need be addressed concurrently and resources need to be drawn from a variety of sources, particularly the neighborhoods themselves. This complexity has created an impetus for embedded philanthropy. Embedded funders work participatively with the community and frame evaluations in less theoretical, more actionable Read more

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches, Philanthropy's History, Role in Society, Standards, Codes, and Ethics









Evaluating Community Change: A Framework for Grantmakers

Place-based initiatives involve multiple partners joining together to tackle pressing community-wide issues. In order to better understand and quantify the positive impact of these complex, long-term initiatives, this publication offers a framework of measures and potential indicators that can help grantmakers’ evaluating process and ultimately improve their work.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Making and Managing Grants, Strategy and Evaluation









Evaluation in Philanthropy: Perspectives from the Field

This publication offers a brief overview of how grantmakers are looking at evaluation as a means of improvement. It is based on a review of the current literature on evaluation and learning, outreach to grantmakers that have made these activities a priority, and the work of GEO and the Council on Foundations to raise this issue more prominently among their members.

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Catagories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Program Learning and Evaluation









Final Impact Assessment

During its time-limited lifespan, the Beldon Fund sought to maximize its impact with focused investments in environmental advocacy and health. The Fund pursued three unique but interrelated strategies to advance positive change on the issues it cared about: 1) Build capacity and clout, 2) Support civic engagement, 3) Broaden the base of support. A fourth strategy, Giving more than grants, supplemented the three main strategies. To pursue these strategies, the Beldon Fund developed two program areas through which it made long-term grants: 1) the Key States Program, which invested in building long-term sustainable infrastructure, capacity, and tools in a limited Read more

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Catagories: Field/Sector Learning and Evaluation , Grantmaking, Online Publication, Philanthropic Models & Approaches









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. 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 Read more

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Catagories: Beyond the Grant, Field/Sector Learning and Evaluation , Grantmaking and Changemaking, Resources, Strategy and Evaluation









Forum: Future of the Nonprofit Sector and Philanthropy

The Center on Nonprofits and Philanthropy convened this event to focus on the future—the challenges and opportunities for the nonprofit sector and philanthropy in the face of evolving economic and political realities and changing sector dynamics. Watch as a distinguished panel wrestles with big questions: What are the major forces that will affect the sector going forward? What kinds of impacts can we foresee? How can the nonprofit sector help to shape those forces? Can we envision some optimum outcomes? Can we begin to articulate strategies that could mobilize efforts to achieve desired outcomes?

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Catagories: Field/Sector Learning and Evaluation 









Foundation Effectiveness: Definitions and Challenges

All too often, foundations have failed to institutionalize a process to establish standards of effectiveness and regularly assess themselves in relation to these standards. We draw this conclusion from a series of interviews with 61 foundation leaders (CEOs and board heads) of 42 staffed, grantmaking foundations. These interviews probed foundation leaders’ understanding of effectiveness, the methods they use to judge it, and how they say their foundations have changed or need to change in order to be more effective. As the following discussion shows, what is clearly needed in so many cases is for foundations to articulate specific understandings of effectiveness Read more

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









From Insight to Action: New Directions in Foundation Evaluation

After a year of research and nearly 100 interviews with foundation leaders and evaluation experts, FSG has released a report that identifies a fundamental transition in the way foundations use evaluation. The study was funded by the William & Flora Hewlett Foundation, and conducted in collaboration with the Forum of Regional Associations of Grantmakers.

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Catagories: Field/Sector Learning and Evaluation 









Funder Collaboratives: Why and How Funders Work Together

When it comes to funder collaboratives, is the whole truly greater than the sum of its parts? Can foundations make a bigger impact with grant dollars by working together than by going it alone? Yes, grantmakers say, as long as members define their goals, set clear operational guidelines, and work from the start to make the collaborative function well for grantees. In this guide, contributors share strategies for structuring a collaborative to fit its purpose, building strong relationships and resolving conflicts, and figuring out if the collaborative you’re in is working. MORE Contributors also offer ample proof that collaboratives are Read more

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









Galvanizing Philanthropy

In our experience, developing a philanthropic strategy is an iterative process, regardless of the economic climate. It requires the internal discipline to ask—and rigorously answer—three fundamental questions: How do we define success? What will it take to make change happen? How can we improve our results over time? We think of this process as getting clear, getting real, and getting better. In the following pages we’ll explore how leaders at the James Irvine Foundation, the Bill & Melinda Gates Foundation, the Annie E. Casey Foundation, the David and Lucile Packard Foundation, and the Edna McConnell Clark Foundation have wrestled with Read more

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Catagories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Philanthropic Models & Approaches









Getting Results in Nonprofits and Philanthropy: Key Lessons in Strategy, Funding, and Leadership

An effective nonprofit sector can be a powerful force for change as well as a source of human inspiration. Three key levers can influence a nonprofit’s effectiveness and, ultimately, its ability to have impact: solid strategy; access to the necessary funding, and talent that begins with leaders and senior managers. This book shares The Bridgespan Group’s best thinking from the past 10 years on these key levers. The articles examine such essential topics as identifying nonprofit funding models, building stronger management teams, and creating plans to accomplish nonprofit goals.

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









Give Smart: Philanthropy that Gets Results

In Give Smart, Thomas J. Tierney pools his hands-on knowledge with philanthropy expert Joel L. Fleishman to create a much-needed primer for philanthropists and the nonprofit organizations they support. Drawing from personal experiences, testimonials, and Bridgespan’s case studies, including those of the Bill and Melinda Gates Foundation and the John D. and Catherine T. MacArthur Foundation, Give Smart picks up where Jim Collins’ Good to Great and the Social Sectors left off and presents the first in-depth, expert guide for engaged donors and nonprofit leaders.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Mission and Values, Organization Learning and Evaluation 









Giving More Than Grants

As a foundation with an ambitious policy agenda and limited time frame, Beldon needed to be more than a grantmaker. Beldon founder John Hunting strongly believed that marshaling the foundation’s non-financial resources – its expertise and experience, convening power, influence with other funders, and the capacity to broker relationships among grantees – was key to creating lasting change.

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Catagories: Field/Sector Learning and Evaluation , Grantmaking, Philanthropic Models & Approaches









Grantmakers and Policy Engagement: An Illinois Profile

In July 2010 Donors Forum and NCRP jointly distributed a survey to Donors Forum members in order to learn more about their approach to policy engagement. The two organizations wanted this information to inform their mutual goal of fostering greater philanthropic understanding of the value of both engaging in advocacy and also funding nonprofits that use advocacy, organizing and civic engagement as tools to improve their communities. This report describes the survey findings.

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









Grantmakers for Effective Organizations

Grantmakers for Effective Organizations is a diverse community of more than 500 grantmakers reshaping the way philanthropy operates to invest in nonprofit success. Mission: Understanding that grantmakers are successful only to the extent that their grantees achieve meaningful results, GEO promotes strategies and practices that contribute to grantee success. Nonprofits are successful at achieving more meaningful change in our communities when they have the resources and skills to be effective. By not adequately responding to what nonprofits say they need most to maximize impact, funders can inadvertently do harm to the organizations and causes we intend to support. Changing grantmaker Read more




Grantmaking for Community Impact Project Impacts Directory

This directory contains every advocacy and community organizing impact that was achieved by 110 organizations in 13 states over a five-year period. The directory is a compilation of data reported in each of seven “Strengthening Democracy, Increasing Opportunities” reports, and includes monetized and non-monetized impacts.

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Catagories: Field/Sector Learning and Evaluation , General Grants 









Grey Matter(s): Embracing the Publisher Within

Most foundations don’t think of themselves as publishers, yet many of them act as such – making information available by funding research and publications, or by authoring their own. And failing to think of these activities as publishing efforts has serious consequences for shared learning in the social sector. The shift toward knowledge-sharing strategies and approaches that embrace new search technologies, the logic of open access and open source, and the realities of the Internet as a largely decentralized and dynamic selfpublishing space offers the possibility of coordinating publishing efforts, and possibly agreeing to the use of shared practices that Read more

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Catagories: Field/Sector Learning and Evaluation , Legal Issues, Foundations, and Nonprofits, Online Publication









Grow the Craft/Results from a GrantCraft Survey Quick Question: What’s the right relationship between philanthropy and government?

It’s practically a given these days that philanthropy and government ought to work together. But what should the relationship look like? How can grantmakers collaborate formally or informally with partners in government to advance the common good? And does everyone think this is such a good idea? To explore those questions, we invited eight foundation leaders to reflect on the current state of foundation-government collaboration and asked GrantCraft readers to say which statements resonated for them.

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Catagories: Field/Sector Learning and Evaluation , Philanthropy's History, Role in Society









Guidance on Evaluation Reports to the Robert Wood Johnson Foundation: A Checklist for Evaluators

The Robert Wood Johnson Foundation (RWJF) is a long-time proponent of evaluation as a means to inquire systematically into the effects and impacts of its grantmaking programs. Evaluation reports to RWJF should generally include the elements listed in this checklist to be considered satisfactory. The checklist was adapted from several references listed at the bottom of the document. RWJF recognizes that not all of these elements pertain to all types of evaluation—for example, response rate may not be an issue for certain qualitative studies and attrition may not matter for cross-sectional studies. The report, however, ought to address most elements under most circumstances.

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Catagories: Field/Sector Learning and Evaluation 









Healthy Communities of Opportunity: An Equity Blueprint to Address America’s Housing Challenges

It has long been obvious that a lead-laden home or a house located by a toxic dump impacts health. The implications of a house far from fresh food or a safe place to exercise can also seem apparent. Less understood are other factors. For example, paying more than half of one’s salary for a home, living in crowded conditions to save on rent, the tension and worry of being in and out of homelessness or in high-crime environments all take a toll. So, too, does living in a community isolated from jobs, job-connecting networks, and reliable public transportation. As this Read more

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Catagories: Field/Sector Learning and Evaluation , Issue-Specific Grants, Making and Managing Grants, Strategy and Evaluation









High Impact Philanthropy Blog: Five Myths And A Question About Impact

Everyone seems to be talking about it. Most say they want it. But who really gets to define impact and for whom? This blog series grew out of a collaborative effort between our team at the Center for High Impact Philanthropy and Women Moving Millions.  

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Catagories: Field/Sector Learning and Evaluation , Individual Development - Strengthening/Building Your Career, Organizational Development - Strengthening/Building Your Team, Resources









High Impact Philanthropy in the Downturn: Focus on Housing, Health, and Hunger (A Guide for Donors)

Given the breadth and severity of the current economic downturn, where can individual donors make a significant difference in addressing the suffering caused by the economic crisis? This guide was written for individuals seeking to turn their philanthropic capital into a meaningful difference in people’s lives.

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Catagories: Field/Sector Learning and Evaluation , Issue-Specific Grants









High Impact Philanthropy to Improve Teaching Quality: Focus on High-Need Secondary Students

For donors seeking to improve student outcomes, the critical question is: How can my funds improve teaching quality? This report outlines high impact philanthropic models based on our analysis of available evidence from academic research, expert advice, and practitioner information.

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Catagories: Field/Sector Learning and Evaluation , Issue-Specific Grants, Philanthropic Models & Approaches









How Does Your Community Foundation’s Public Policy Work Stack Up?

Across the country, community foundations are recognizing the power of public
 policy work to advance their missions. Some do so by awarding grants for advocacy activities like public education and research. Others support nonprofits to lobby. And many others engage in advocacy themselves by taking positions on issues they care about. How many actions to support advocacy has your foundation taken? Tally up your score and scroll to the end for explanations.

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Catagories: Field/Sector Learning and Evaluation , Legal Issues and Laws, Strategy and Evaluation, The Philanthropic Sector









Improving the Practice of Philanthropy: An Evaluation of the Hewlett Foundation’s Knowledge Creation and Dissemination Strategy

LearnPhilanthropy is excited to share this resource, written by the William and Flora Hewlett Foundation and Harder + Company Community Research. 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.

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Catagories: Field/Sector Learning and Evaluation , Online Publication, Resources









In Search of Impact: Practices and Perceptions in Foundations’ Provision of Program and Operating Grants to Nonprofit

Informs the debate on operating support with new data about current foundation practices, attitudes underlying those practices, and the impact on grantees of foundation choices. The report explores what motivates foundation CEOs in their decision-making, examining the tension between CEOs’ sense of what is best for their foundations and what they believe will make the most positive impact on grantee organizations. In Search of Impact also probes the grantee perspective through an analysis of thousands of survey responses and a set of interviews with nonprofit leaders, revealing the importance of other grant attributes that have been overshadowed in the debate Read more

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Catagories: Field/Sector Learning and Evaluation , Grantmaking, Philanthropic Models & Approaches









Influencing Public Policy in the Digital Age

This publication was created to address the many questions nonprofit organizations have about advocacy in the new environment of dynamic digital communication; to ensure that nonprofit advocates stay within the law; and to demonstrate that robust participation in our nation’s democratic process is not just possible, but actually enhanced by new technologies.

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Catagories: Field/Sector Learning and Evaluation , General Grants , Legal Issues, Foundations, and Nonprofits









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

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Grantmaking, Philanthropic Models & Approaches









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.

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Catagories: Field/Sector Learning and Evaluation , Governance 









Is the Policy Win All? A Framework for Effective Social-Justice Advocacy

This article offers a theory-of-change framework to help those engaged in social-justice advocacy to reflect on whether social-justice values are being retained in the process. A reproductive rights effort in South Africa provides an example of how social justice values can be lost in the advocacy process. The failure to sustain work on the ground pointed to the need to maintain a base of support even after a policy victory. Strategies must be revisited as social and political contexts change. One of the critical social-justice values that supports the establishment and maintenance of alliances is collaboration, which must continue to Read more

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Catagories: Beyond the Grant , Equity, Diversity, and Inclusion, Field/Sector Learning and Evaluation , Legal Issues, Foundations, and Nonprofits, Standards, Codes, and Ethics









Joel Fleishman on the Role of Foundations

Joel Fleishman, author of The Foundation: A Great American Secret, discusses the crucial role foundations play in fostering social innovation, breaks down the recent trends and misfortunes that shape the nonprofit sector today, and urges foundations to find greater success through greater openness.

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









KIDS COUNT Data Center

KIDS COUNT is a national and state-by-state project of the Casey Foundation to track the status of children in the United States. At the national level, the principal activity of the initiative is the publication of the annual KIDS COUNT Data Book, which uses the best available data to measure the educational, social, economic, and physical well-being of children state by state. The Foundation also funds a national network of state-level KIDS COUNT projects that provide a more detailed, county-by-county picture of the condition of children. By providing foundations, policymakers and citizens with benchmarks of child well-being, KIDS COUNT seeks Read more

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Catagories: Field/Sector Learning and Evaluation , Issue-Specific Grants, Organization Learning and Evaluation , Program Learning and Evaluation









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.

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Catagories: Beyond the Grant, Field/Sector Learning and Evaluation , Grantmaking and Changemaking, Strategy and Evaluation









LearnPhilanthropy’s Real Simple Taxonomy

By: Dara Major, Philanthropy Consultant Good content needs a good search – but sometimes a simple keyword search is not enough to produce the result a user seeks. That’s where a taxonomy comes in: a taxonomy is a classification or categorization system that groups similar items into broad topics or buckets. A taxonomy can help to organize knowledge “at a glance,” describe concepts not found directly in the content, and includes terms, categories and keywords. LearnPhilanthropy has developed a Real Simple Taxonomy, created with extensive testing and feedback at each stage (and ongoing) by dozens of grantmakers and others across Read more

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches, Resources









Lessons (Not Yet) Learned

Despite a significant influx of charitable dollars over the last 10 to 20 years, solutions to complex social problems remain elusive, while philanthropy has been facing growing pressure to account for its tax-free dollars; to demonstrate, replicate, and scale success; and to be transparent about failed social investments. When foundations and their nonprofit partners ignore a failure and move on, whether it is to protect their own reputation or the reputations of valued partners or simply because of the pressure to keep going, it is too easy to toss out the baby with the bathwater – to toss aside a Read more

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Catagories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Philanthropic Models & Approaches, Standards, Codes, and Ethics









Lessons for Philanthropy: A Journey into Indian Country

This report chronicles five years of work to build and strengthen relationships between organized philanthropy and Native Americans and First Alaskans in our region. With pictures, poetry and stories, the report explores how Philanthropy Northwest members are seeking to better understand Native history and culture, and to expand opportunities for deeper, strategic philanthropic partnerships between Natives and non-Natives. We hope that this report will spark new and deeper conversations, ultimately increasing the ties between Native communities and philanthropy. Download the full report, and the report’s addendum, “Trends in Giving to Northwest Indian Country.”

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Catagories: Equity, Diversity, and Inclusion, Field/Sector Learning and Evaluation 









Leveraging Limited Dollars: How Grantmakers Achieve Tangible Results by Funding Policy and Community Engagement

Leveraging Limited Dollars provides solid evidence of the impacts of foundation-funded policy advocacy, community organizing and civic engagement based on findings from the seven research sites. The report explains why these strategies are successful and how they create stronger communities.

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Catagories: Field/Sector Learning and Evaluation , General Grants 









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.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Grantmaking, Individual Development - Strengthening/Building Your Career









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.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









Master Juggler Executive Institute

Leadership development for foundation executives June 21-December 30, 2015 At Exponent Philanthropy, we know some things about you. You are committed to serving your foundation, your board, and your community. You make it a priority to leverage the most from your time and money. And you often put others first, not always getting around to investing in yourself and your professional development. With you in mind, we developed the Master Juggler Executive Institute, a carefully crafted 6-month program for those in the most senior staff role at their foundations. Program Highlights A unique opportunity for executive directors/CEOs and the foundations Read more

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Catagories: Field/Sector Learning and Evaluation , Individual Development - Strengthening/Building Your Career, Legal Issues, Foundations, and Nonprofits, Mission and Values, Organization Learning and Evaluation , Organizational Development - Strengthening/Building Your Team, Philanthropic Models & Approaches, Program Learning and Evaluation, Standards, Codes, and Ethics









Next Gen Donors Report

The Next Gen Donors research project is a collaboration of 21/64 and the Dorothy A. Johnson Center for Philanthropy. The next generations of major philanthropists, who fit into “Gen X” (born 1964-1980) or “Gen Y/Millennial” (born 1981-2000) generational cohorts, will wield more philanthropic power than any previous generation. With an unprecedented amount of wealth, these donors hold the future of philanthropy in their hands, yet, until now, there has been little previous research on the powerful but very private group of young people who stand to become the major donors of the future Conducted in 2012, this report is based on first-of-its Read more

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Mission and Values, Online Publication, Philanthropy's History, Role in Society, Resources









NFF Capital Partners Portfolio Performance Report 2011: Philanthropic Equity in Action

Since 2006, Nonprofit Finance Fund Capital Partners has supported 18 campaigns for philanthropic equity, totaling $326 million in financial investments. This report analyzes the role of philanthropic equity in the nonprofit sector, results generated to-date by philanthropic equity investments, and key challenges to developing a robust capital marketplace for philanthropic equity. The Role of Philanthropic Equity in the Nonprofit Sector: Many nonprofits with strong programs and great results fail to thrive. One reason is the way the sector is currently financed. Nonprofits are rewarded for keeping margins tight, and few have access to the type of capital needed to explore Read more

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Catagories: Field/Sector Learning and Evaluation , Grantmaking, Philanthropic Models & Approaches









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.

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









Online Guide: Everything a Qualitative Health Researcher Needs to Know

Researchers at the University of Medicine and Dentistry of New Jersey (UMDNJ) created an online guide for researchers employing qualitative methods in health care research. The site, Using Qualitative Methods in Healthcare Research: A Comprehensive Guide for Designing, Writing, Reviewing and Reporting Qualitative Research, is designed to describe common qualitative research paradigms, methods and analytical approaches; criteria to evaluate the quality of qualitative research; common pitfalls in qualitative research; and guidelines for writing and reviewing qualitative studies.

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Catagories: Field/Sector Learning and Evaluation 









Paradigm Shift: A Foundation/Grantee Partnership Using Data to Drive Neighborhood Revitalization and Assess Impact

The Wachovia Regional Foundation spearheaded the formation of a partnership to create a participatory outcome evaluation framework for its neighborhood revitalization work. The framework integrates the use of primary and secondary data and has been modified and improved to strengthen a variety of the foundation’s comprehensive neighborhood revitalization efforts. Forty-one community-based organizations have utilized the framework as a key tool to craft and implement neighborhood plans in a 62-county region. The framework has enabled grantees and residents to better understand and capitalize on market dynamics, enhance their participation in revitalization activities and begin to demonstrate the impact of sustained, strategic Read more

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Philanthropy's History, Role in Society









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.

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









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

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









Partnership Among National Foundations: Between Rhetoric and Reality

Collaboration among philanthropies is not so natural, and occurs less frequently than might be expected. This chapter examines partnerships involving national foundations generally and the Robert Wood Johnson Foundation specifically. It explores the theoretical and practical reasons that collaboration among foundations should make sense, why it does not happen frequently, and what elements should be in place for partnerships among national foundations to succeed.

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









Pathfinder Funder Edition: A Practical Guide to Advocacy Evaluation

Pathfinder is a practical guide to the advocacy evaluation process. This edition guides funders through the advocacy evaluation process from start to finish. Editions for advocates and evaluators are also available. Drawn from Innovation Network’s research and consulting experience, Pathfinder encourages the adoption of a “learning-focused evaluation” approach, which prioritizes using knowledge for improvement.

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Catagories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Program Learning and Evaluation









Pathways to Grow Impact: Philanthropy’s Role in the Journey

Since 2010, through the Scaling What Works initiative, GEO has fostered a conversation about scale that considers a variety of ways nonprofits are creating more value for communities and how funders are supporting their work. Pathways to Grow Impact shares new learning about the role grantmakers should play. The publication is the result of a collaborative project with Ashoka, Social Impact Exchange, Taproot Foundation and TCC Group that sought to answer the question: How can grantmakers best support high-performing nonprofits in their efforts to grow their impact? Pathways to Grow Impact is for any grantmaker who wants his or her Read more

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Catagories: Field/Sector Learning and Evaluation , General Grants , Philanthropic Models & Approaches









Pathways to Student Success: A Guide to Translating Good Intentions into Meaningful Impact

Pathways to Student Success: A Guide to Translating Good Intentions into Meaningful Impact was written for individuals who seek to go beyond charity by actively searching for opportunities to produce as much good as possible with the dollars available. In the guide, the Center addresses the critical questions that must be answered to achieve the biggest bang for every philanthropic buck, including what is a meaningful change to target, what activities lead to that change for at-risk students, and how much does it cost to make that change.

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Catagories: Field/Sector Learning and Evaluation , Issue-Specific Grants









Philanthropy and Mistakes: An Untapped Resource

Sharing and leveraging lessons learned from mistakes is an important but underutilized resource to improve philanthropic investments and nonprofit performance. Philanthropic mistakes extend beyond the results of program evaluations to include questions of mission, role, investment strategies, and implementation. Distinguishing between “constructive” and “nonconstructive” mistakes focuses attention on those factors that shape the outcomes for even the most well-designed investments. Sharing and reflecting upon mistakes has the potential to improve philanthropic capacities for anticipation, learning, and adaptation. Philanthropy must recognize the sometimes blurry lines between success and failure, constructive and nonconstructive mistakes, and philanthropic and nonprofit sector accountability.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Organization Learning and Evaluation 









Philanthropy and the Social Economy: Blueprint 2016

Philanthropy and the Social Economy: Blueprint 2016 is an annual industry forecast about the ways we use private resources for public benefit. Foundation Center is pleased to again partner with Lucy to offer the Blueprint as a GrantCraft guide. 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. Some ways you might consider using this Blueprint include: With colleagues at your organization, this publication can open conversations about the context for your work and any thoughts on expanding your strategic framework. With grantees, this publication can foster conversations outside Read more

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Catagories: Essentials, Field/Sector Learning and Evaluation , Philanthropy's History, Role in Society, Strategy and Evaluation









Philanthropy: Are We a Profession? Should We Be?

When philanthropy is assessed against seven standards for what constitutes a profession, it meets only 3 of them. Questions remain about the core concepts of the field, and how the field builds and disseminates knowledge. There is much discussion about “scientific philanthropy,” but the inability to answer these questions limits the field’s ability to function scientifically. Wisdom, rigor, and learning may be better approaches to philanthropy that a scientific approach.

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Catagories: Field/Sector Learning and Evaluation , Human Resources , Mission and Values, Organizational Development - Strengthening/Building Your Team









Project Streamline: Online Applications and Reporting

A groundswell of funders are putting their application and reporting processes online for the first time or moving to a second generation of online systems, both custom-built and off-the-shelf. This is a wonderful thing, but it needs to be done right. This guide offers a set of recommended practices and principles to improve and streamline the process of online grantmaking.

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Catagories: Field/Sector Learning and Evaluation , Grants Management, Organization Learning and Evaluation 









Project Streamline: Practices That Matter

The cumulative impact of grantmakers’ varied application and reporting requirements undermines nonprofit effectiveness, causing grantseekers to devote too much time to seeking funding (often without payoff) and reporting on grants (often without benefit) to the detriment of their mission-based work. Awareness is translating into streamlining action for many grantmakers. Yet our 2013 assessment reveals that, while nonprofits have noticed changes, all still encounter time-wasting practices. While 77 percent of donors have taken steps to simplify things, fundraisers say they don’t feel much of a change. Based on what matters most to grantseekers, as well as understanding of what keeps grantmakers from implementing streamlining and the context of other pressures Read more

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Grantmaking, Grants Management, Organization Learning and Evaluation 









Project Streamline: Right-Sizing Guide

Right-sizing is the concept that one size might not fit all when it comes to application and reporting. When grantmaking is right-sized, the information requirements are proportionate to the size of the grant, are appropriate to the type of grant, and take into consideration prior relationships with grantees.

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Catagories: Field/Sector Learning and Evaluation , Grantmaking, Grants Management, Organization Learning and Evaluation 









Promoting Community Leadership Among Community Foundations: The Role of the Social Capital Benchmark Survey

Faced with increased competition for donors and calls for measurable impact, many community foundations (CFs) are adopting a more proactive, strategic approach to philanthropy – one that has come to be known as “community leadership.” Community leadership has proven challenging for many CFs. In theory, community assessment is a useful tool allowing CFs to identify strategic issues where leadership activities are warranted. This article examines the effect of a large, coordinated assessment project, the 2000 Social Capital Benchmark Survey (SCBS), conducted by Robert Putnam and the Saguaro Seminar at Harvard University. Of the 34 CFs that participated in SCBS, 12 Read more

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Catagories: Field/Sector Learning and Evaluation , General Grants 









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.

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









Responsive Philanthropy in Black Communities

ABFE brings a new framework on RPBC to realize its mission of promoting effective and Responsive Philanthropy in Black communities. This new template builds upon grantmaking with a racial equity lens but is tailored specifically to grantmaking in and for Black communities. As a result, we have designed a set of defining characteristics of philanthropy that we believe is more likely to reduce gaps in racial disparities facing Blacks in the United States and are looking to partner with grantmakers around the country to apply this framework to their investments.

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Catagories: Field/Sector Learning and Evaluation , Human Resources 









Rural Philanthropy: Building Dialogue From Within

Studies the disparity in giving between urban and rural nonprofits, and how geographical isolation and capacity-building needs greatly reduce the ability for rural nonprofits to secure funding. Also offers substantive recommendations on ways to make philanthropy more responsive to rural America. (Note: Printed copies are available for purchase)

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Catagories: Equity, Diversity, and Inclusion, Field/Sector Learning and Evaluation 









RWJF Celebrates 40 Years of Research and Evaluation

RWJF’s work in the field of research and evaluation has been integral to its success and has informed the field of philanthropy as a whole. On Wednesday, September 19, RWJF hosted a webinar which looked back on the past 40 years (1972-2012) of research and evaluation at RWJF, highlighted programs that had a major impact on the field during that time, and shared lessons learned. Listen to current and former leaders of research and evaluation who were, and continue to be, involved in shaping RWJF’s research and evaluation work.

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Catagories: Field/Sector Learning and Evaluation , Philanthropy's History, Role in Society









Scanning the Landscape of Youth Philanthropy

This report shares reflections on an in-depth examination of the story and needs of youth grantmaking (young people making monetary contributions to organizations through established institutions or governing bodies). The report finds that while more than 200 foundations worldwide offer youth grantmaking programs and more than 100 related resources exist, that information is not broadly available. Recommendations include providing wider access to youth philanthropy programs, centralizing resources, and increasing in-person gatherings. This scan was conducted in partnership with Youth Philanthropy Connect, a program of the Frieda C. Fox Family Foundation.

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Catagories: Field/Sector Learning and Evaluation , Philanthropy's History, Role in Society









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.

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









Smarter Philanthropy for Greater Impact: Rethinking How Grantmakers Support Scale

This sponsored supplement, “Smarter Philanthropy for Greater Impact: Rethinking How Grantmakers Support Scale,” was produced by Stanford Social Innovation Review for Grantmakers for Effective Organizations (GEO). It was created to capture the latest thinking about how nonprofit organizations, grantmakers, public funders, and social entrepreneurs can increase the impact of successful solutions to urgent social challenges. In the following pages, leaders from across the social sector offer their perspectives on “scaling what works”—what it means, what it takes to do it right, and what needs to happen to ensure that proven and promising solutions find their way to more communities and Read more

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Making and Managing Grants, Strategy and Evaluation









Spend-Out Lessons and Tips

Includes lessons and tips on: Developing a spend out budget Managing staff in the final months Building a field of practice Achieving impact in a limited timeframe Responsible exiting principles

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Catagories: Field/Sector Learning and Evaluation , Financial Stewardship, Grantmaking, Philanthropic Models & Approaches









Staffing Grants Management: Defining the Standards for Philanthropy

This booklet was created as a guide to inform the philanthropic community about the diverse tasks assigned to – and staffing needs necessary for – the grants management function. It defines the numerous roles of grants management and its importance as the department in a foundation in which program, finance, communications, application, approval and administrative functions overlap.

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Catagories: Field/Sector Learning and Evaluation , Grants Management, Human Resources 









Strategy & Society: The Link Between Competitive Advantage and Corporate Social Responsibility

Moving past generic CSR principles: learn how societal influence is becoming the new frontier of competitive advantage.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









Strengthening Democracy, Increasing Opportunities: Impacts of Advocacy, Organizing and Civic Engagement in New Mexico

In this report, NCRP documents how local and state organizations leveraged foundation resources to secure billions of dollars in benefits for New Mexicans.

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Catagories: Field/Sector Learning and Evaluation , General Grants 









Strengthening Democracy, Increasing Opportunities: Impacts of Advocacy, Organizing and Civic Engagement in the Gulf/Midsouth Region

This report looks at how 20 nonprofits in Alabama, Arkansas, Louisiana and Mississippi and their allies helped improved their communities and amplified the voices of underserved residents in the democratic process through policy engagement. These nonprofits leveraged foundation grants that generated a $114 return for every dollar spent.

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Catagories: Equity, Diversity, and Inclusion, Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









Taking on New Roles to Address 21st Century Problems

In employing co-creation, the partnership established new structures and adopted processes that enabled a diverse group of individuals and entities to voluntarily contribute their skills, expertise, and resources to create a state level early childhood systems approach in Connecticut. This co-creation process also resulted in important transformations within the entities involved. For CCP, it was an opportunity to explore and test a new role and working structure in direct response to the evolving needs and desires within Connecticut’s philanthropic community. Over the last 47 years, CCP has functioned as a network of various types of philanthropic organizations. CCP connects grantmakers Read more

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Catagories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Strategy and Evaluation









Teen Philanthropy Cafe

Teen Philanthropy Cafe Snackable bites on giving, for teens This series introduces young people to strategic, thoughtful philanthropy, and inspires them toward giving with impact. Families and adults who work with youth can use these guides to facilitate peer discussions and fun activities around giving. On the menu Grantmaking Collaboration in Philanthropy The Path to Impact Leadership for a Changing World The Nonprofit Universe Thoughtful Site Visits Using Your Voice This project is a partnership of Exponent Philanthropy and Youth Philanthropy Connect, with funding by the Frieda C. Fox Family Foundation.

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Catagories: Field/Sector Learning and Evaluation , Grantmaking, Individual Development - Strengthening/Building Your Career, Philanthropic Models & Approaches









The Beldon Fund Spend-Out Story

Beldon’s decision to establish a clear end date set the course for the foundation’s strategy and operations. Decisions about investment, staffing, programs, and preparing grantees for Beldon’s exit all flowed from the simple fact that an immutable closing date existed on the horizon. This monograph, “Giving While Living: The Beldon Fund Spend-Out Story” PDF, examines how Beldon handled the practical implications of putting the foundation on a ten-year spend-out course while seeking to accomplish an ambitious mission. Some of the questions we sought to answer were: How does having a sunset date affect program strategy? What is the appropriate way Read more

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Catagories: Field/Sector Learning and Evaluation , Financial Stewardship, Grantmaking, Philanthropic Models & Approaches









The Center for High Impact Philanthropy Blog: How Can I Help?

In the wake of natural disasters, health crises, and violence donors often ask, “How Can I Help?” To shed some light on this question, we developed a blog series on a variety of different disaster relief and recovery topics.  

Catagories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Program Learning and Evaluation, Resources









The Colorado’s Trust’s Advocacy Funding Strategy: Lessons Learned for Funders of Advocacy Efforts

In an effort to help advance the field of advocacy and public policy funding, The Colorado Trust published this evaluation report as a joint effort between funder and evaluator, describing where they saw success, where they saw failure, and lessons learned along the way.

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Catagories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Program Learning and Evaluation









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.Scarce resources (both money and time) are routinely wasted in the critical linkage between donor and grantee. As a consequence, our communities—the causes and constituents we are trying to serve—are being unnecessarily shortchanged.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.The Donor-Grantee Trap details each imperative in turn. It is written for nonprofit executives, Read more

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Grantmaking, Philanthropic Models & Approaches









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.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









The Exit Interview: Perceptions of Why Black Professionals Leave Grantmaking Institutions

This decline in overall representation by Black philanthropic professionals in the sector is disturbing not just because it is happening — but because until now, there has been little data on why it is happening. Why are Black philanthropic professionals leaving the field, and where are they going? Is this trend at its beginning or nearing its end? Most importantly, is there anything that ABFE and its allies can do proactively to address this issue?

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Catagories: Equity, Diversity, and Inclusion, Field/Sector Learning and Evaluation 









The Future of Foundation Philanthropy: The CEO Perspective

At a time of growing concern over issues like inequality and access to education, increasing anxiety about climate change, and rising levels of distrust in institutions, foundation leaders are considering their role in addressing society’s challenges. When they look in the mirror and reflect on the current state of foundation philanthropy and the future ahead, are they pleased with what they see? Based on the perspectives of more than 200 foundation CEOs collected through in-depth interviews and responses to a survey from May to June of 2016, The Future of Foundation Philanthropy: The CEO Perspective captures foundation leaders’ views on Read more

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Catagories: Field/Sector Learning and Evaluation , Philanthropy's History, Role in Society, Strategy and Evaluation, The Philanthropic Sector









The Grantmaker’s Role in Theory of Change

Innovation Network developed these three introductory evaluation documents as part of Building Nonprofit Capacity to Evaluate, Learn, and Grow Impact, a workshop we presented in partnership with Grantmakers for Effective Organizations’ Scaling What Works initiative.

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Catagories: Beyond the Grant , Field/Sector Learning and Evaluation , Grants Management, Organization Learning and Evaluation , Program Learning and Evaluation









The State of General Operating Support 2011

The State of General Operating Support 2011 found some hopeful signs: we saw a notable bump in share of grant dollars reported as core support, from 16 percent average in 2008-2010 to 24 percent in 2011.

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









Top Blogs That Enhance Learning in Philanthropy

At LearnPhilanthropy we’ve started collecting things…especially resources to help grantmakers develop their skills. The collection below is a list of fifteen blogs in philanthropy that can enhance your philanthropic learning. Learning of various sorts is a frequent topic discussed in these blogs and we thought a list like this might help LearnPhilanthropy users start your own collection of blogs to track. White Courtesy Telephone’s posts include perspectives on learning, education and training in the field of philanthropy. Philantopic is a blog of Opinion and Commentary from The Philanthropy News Digest Lucy Bernholz’s blog Philanthropy 2173: The Business of Giving shares her opinions Read more

Catagories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Top 5 Lists









Top Readings and Resources on Learning From Failure

By: Barbara Demarest, strategy consultant, Barbara Demarest Consulting Over the past several years, there has been discussion in the world of philanthropy about failure. Here is a collection of ideas about failure – whether you learn more from it than success, how you learn from it, how organizations look at it, and the importance of failure in achieving eventual success. These different viewpoints on failure and learning come from both the field of philanthropy and from other sectors. Following Up on Failure – from The Chronicle of Philanthropy regarding learning from failure Failing Forward – posted on both Lucy Bernholz’s Philanthropy 2173 and Alliance Magazine’s blog Exploring Read more

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Catagories: Field/Sector Learning and Evaluation , Individual Development - Strengthening/Building Your Career, Mission and Values, Organizational Development - Strengthening/Building Your Team, Philanthropic Models & Approaches, Top 5 Lists









Top Ten Finance Essentials for Funders

What we do and how we serve is inspired by our commitment to create a financially strong nonprofit sector that’s better able to serve the community. Throughout our 30 years, we’ve developed some core concepts and philosophies on nonprofit finance that inform all our practices. Our Top Tens, crafted for both nonprofits and funders, give a concise summary of these concepts. Concepts include: benefits of unrestricted funding, business model and business planning, and knowing your role (as either a buyer or builder) as a funder.

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Catagories: Field/Sector Learning and Evaluation , Financial Stewardship, Grantmaking









Tough Times, Creative Measures: What Will it Take to Help the Social Sector Embrace an Outcomes Culture?

Sparked by the publication of Leap of Reason by Mario Morino, this symposium convened a select group of twenty leaders from government, nonprofits, philanthropy, and business to discuss a challenge that has limited the collective impact of the social sector: the lack of encouragement and support in the nonprofit community for disciplined, data-driven management. The symposium explored barriers to and opportunities for making performance management more common in the social sector. Participants discussed possible solutions that would advance performance management, including the Outcome and Effective Practices Portal (now called PerformWell), an online resource for nonprofits seeking assistance with identifying indicators Read more

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Catagories: Field/Sector Learning and Evaluation , Philanthropic Models & Approaches









TRANSformational Impact: U.S. Foundation Funding for Trans Communities

In the last decade, U.S. foundation funding for domestic and global trans issues increased more than eight fold – growing at three times the rate of LGBTQ funding overall. However, even at its record high of $8.3 million in 2013, the philanthropic resources provided hardly seem commensurate with the severe challenges global trans communities continue to face. TRANSformational Impact analyzes the scope and character of foundation funding for trans issues.

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Catagories: Equity, Diversity, and Inclusion, Field/Sector Learning and Evaluation , Online Publication, Strategy and Evaluation









Use of Layering for Effective Partnership Building: Leveraging Positive Impact in Education Philanthropy

Federal initiatives provide opportunities to link national, state, and local partnerships. New opportunities create a challenge of how to maximize mission-related goals while also seeking out new partnerships. “Layering” allows core foundation goals to be addressed while further examining how building new partnerships can expand with national and federal opportunities. Each “layer” represents multiple sector partnerships at the local, state, federal, and national levels. Layering differs from collective impact in its focus on strategic alignment with existing work to new partners versus the focus on the partnerships and organizational behavior of those relationships. Building new partnerships with philanthropic, private, and Read more

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Catagories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation 









Using Community-Based Participatory Evaluation (CBPE) Methods as a Tool to Sustain a Community Health Coalition

Participatory evaluation has set the standard for cooperation between program evaluators and stakeholders. Coalition evaluation, however, calls for more extensive collaboration with the community at large. Integrating principles of community based participatory research and the Substance Abuse and Mental Health Services Administration’s Strategic Prevention Framework, which guides much coalition work, into coalition evaluation has proved useful to foster community affiliations and support reciprocal relationship building. The resulting evaluation method, named community based participatory evaluation (CBPE), takes time, money, and skilled personnel but can lead to more accurate results and coalition sustainability. The CBPE method has proved essential in sustaining two Read more

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Catagories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation 









Valuing Social Return on Investment

Strategic decision-making in philanthropic giving and social investment requires good information about the potential and actual social benefits and impacts of that investment. But this information about social impact is hard to find and to generate. Methods for valuing social benefits are complicated, haphazard, and often unknown to most social investors and organizational leaders. This relative absence of standardized legitimized ways to document the social impact of philanthropic giving and social investments means that the complete, complex value of this work in advancing the public good is underappreciated. One way to meet this need for more information and valuation methods Read more

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Catagories: Field/Sector Learning and Evaluation , Mission and Values, Philanthropic Models & Approaches









Webinar Recap – Strengthening the Field of Black Male Achievement: Strategies for Success

In the wake of Ferguson, Eric Garner, and the burgeoning #blacklivesmatter movement, the campaign to improve black male achievement has become more urgent than ever. During this webinar, we were joined by policy and communications experts who’ve been building and sustaining the movement for years. Through the lens of the Foundation Center’s landmark report, “Building a Beloved Community: Strengthening the Field of Black Male Achievement” we explored the capacity-building and systems-change strategies from the bird’s eye to the grassroots to learn what’s working.

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Catagories: Equity, Diversity, and Inclusion, Essentials, Field/Sector Learning and Evaluation 









Webinar Recap – The Future of Philanthropy: A Closer Look at Youth Grantmaking

The greatest inter-generational transfer of wealth is upon us. The good news: there are many youth grantmaking initiatives happening around the world to help support this. For this webinar, we learned what is happening in the field of youth philanthropy to prepare for this massive shift. The Foundation Center and Youth Philanthropy Connect partnered to conduct the first landscape scan of this scale on youth grantmaking, and they joined us for this discussion. We learned about the impact it has made on the lives of youth. Participants also learned how you to take part in their inspiring movement.

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Catagories: Field/Sector Learning and Evaluation , Philanthropy's History, Role in Society









What Does Community Philanthropy Look Like? Case Studies on Community Philanthropy — Volume 1

What makes the global spread of community philanthropy organizations so exciting is the variety of forms they take and how they adapt to different local contexts, challenges, resources and leaders. This diversity is one sign of community philanthropy’s flexibility, potential and rising popularity. Because it is a movement relatively young and quickly evolving, with a limited body of applied research, the Charles Stewart Mott Foundation commissioned Barry Knight of CENTRIS to develop these case studies featuring profiles of eight community philanthropy initiatives from around the world.

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Catagories: Field/Sector Learning and Evaluation , Philanthropy's History, Role in Society, Strategy and Evaluation, The Philanthropic Sector









WIDESPREAD EMPATHY: 5 STEPS TO ACHIEVING GREATER IMPACT IN PHILANTHROPY

Through examples from the field, the publication provides concrete steps grantmakers can take to build a gut-level connection with their stakeholders. Having widespread empathy allows funders to base their decisions and actions on an authentic, firsthand understanding of the perspectives of grantees, community members and other partners. In turn, we become more effective as our work is grounded in more thorough, ground-level knowledge of organizational and community priorities and needs.

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Catagories: Field/Sector Learning and Evaluation , Grantmaking, Individual Development - Strengthening/Building Your Career