Scanning the Landscape of Youth Philanthropy

FavoriteThis 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. This scan was conducted in partnership with Youth Philanthropy Connect, a program of the Frieda C. Fox Family Foundation.





Beldon Fund Evaluating Impact

FavoriteThe Beldon Fund relied heavily on independent external evaluations to make early and mid-course corrections to our program strategies and to develop benchmarks to measure progress. EXTERNAL EVALUATIONS Each assessment includes a summary of key findings as well as the full report. Evaluation of Beldon’s Program Strategies PDF A qualitative evaluation, based on confidential interviews, of the impact of our program strategies. Beldon Grantee Perception Report PDF Anonymous survey of Beldon grantees. Beldon Grant Applicant Perception Report PDF Anonymous survey of Beldon grant applicants. EVALUATION BENCHMARKS Evaluating Policy Advocacy Grant-Making Strategies





Beldon Fund Programs and Strategies

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





Charitable Gift Annuity

FavoriteA planned giving instrument in which a donor transfers money, property, or other assets to a charitable organization and receives a partial tax deduction, and then the charity pays the donor a fixed sum at regular intervals during his or her lifetime. Upon the donor’s death, the charity keeps the remaining assets as a gift.

Categories: Resources





Building and Supporting Sustainable Fields: Views from Philanthropy

FavoriteThis paper defines a field, provides examples of how funders build fields, lists the elements of a strong field, and discusses effective donor practices to promote sustainable fields.  The paper concludes with questions that can help to assess field strengths and needs, and a discussion of the best time to exit a field.





Do More Than Give

FavoriteTo create lasting social change, it’s not enough to award funding to great grantees. Donors must become active participants in the change effort. The book, Do More Than Give, outlines six practices that are found across high-impact foundations, corporations, and individuals of all sizes and budgets. Download a free copy of the first chapter here.





Creating Shared Value

FavoriteCreating 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.





Lessons for Philanthropy: A Journey into Indian Country

FavoriteThis 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.  















Cultivating the Grassroots: A Winning Approach for Environment and Climate Funders

FavoriteThis report argues that more money needs to go towards grassroots organizing and advocacy for the environment and climate change movements to regain momentum and win important legislative and regulatory battles. Environment and climate funders can become effective resources of a strong and successful movement for change by decreasing their reliance on national advocacy groups and increasing funding for grassroots communities that are directly impacted by environmental harms.





Guide to Arab American Giving and Workbook

FavoriteCAAP developed this core publication as a useful tool to enhance your giving. The Guide summarizes basic information on giving options and ways to refresh and improve your giving strategies. The Guide aims to help you practice the art of philanthropy more fully and in a more meaningful way.





Insights on Arab American Giving

FavoriteThis report is the first initiative of the Center for Arab American Philanthropy. It is a program to promote strategic philanthropy in the Arab American community nationwide. While there are many challenges and barriers to Arab American giving, the research shows a strong demand for support to donors and broad recognition of the potential for philanthropy to strengthen and showcase Arab American civic participation.







Community Leadership Stories

FavoriteLeadership 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. Want to go more deeply behind the scenes at a community foundation as it builds its capacity to build a thriving community? Check out a community leadership case study.







Give Smart — Philanthropy That Gets Results

FavoriteGetting serious about philanthropy is like embarking on a voyage. But the journey can also quickly become overwhelming; the social and environmental needs are so great that it can be hard to know where to start! To help, we’ve created a wide range of resources to inform and inspire. Explore the sections to learn more about how to get started in your philanthropy and to keep improving as you go.





Public or Private? The Empowered Choice

FavoriteThis article in More than Money, discusses how the choices we make about being public or private donors depend on the intricate web of factors that define our own lives. For some, the “right” choice is to be blatantly “out”; for others, it is to be intensely private; for still others, it’s a middle ground – more open in some contexts, more private in others. The key is to choose in an empowered way-with deliberate and aware intention, so that other people’s opinions, your own fears and emotions, societal pressure, or circumstances beyond your control are not making your decisions Read more





Giving Toolkit: Inspire More

FavoriteNo matter how much money or how little money you personally have to give, you can increase your impact a thousand-fold by inspiring the giving of others. (Look at Bill Gates! Even he felt that his best contribution would be to encourage his peers to give, and so he started a 50% Giving Pledge for his fellow billionaires.) We’ll help you explore a variety of ways to inspire the giving of others.





Story Library

FavoriteIn Bolder Giving’s story library, you can browse over 180 stories of extraordinary givers — people who have given at least 20%, and often 50% or even 90% of their income (for three years or more), assets, or business profits — and who embody our “risk more, inspire more” qualities. We are all influenced more by what is “normal” among our peers; without even noticing it, we judge what is possible by what we see around us. Browsing stories of Bold Givers opens our mind and heart to new possibilities. Who are you curious about? People similar to you? People Read more





Bolder Giving Workbook

FavoriteHow do you figure out how much to give? Whether you wrestle with this question yourself or are helping other givers, the Bolder Giving Workbook offers unique perspectives and step-by-step guidance. Enjoy articles, exercises, and stories from amazing givers.





Why funding research is not enough

FavoriteOver ten years, Innovations for Poverty Action (IPA) has run more than 350 studies in 51 countries to find what works in alleviating poverty. They have had some success in influencing policies of governments, NGOs, foundations and others. Here’s what they have found.





The Women Effect

FavoriteTry this exercise. When you think ‘women’ and ‘investing’ what do you think about? This piece is going to ask you to think about the ‘women effect’ as a factor across multiple dimensions where ‘women and girls’ and ‘impact investing’ come together. Across all asset classes, and a variety of stakeholders.





The power of money

FavoriteStephen Pittam discusses the power of money: Six months after I had started working for the Joseph Rowntree Charitable Trust (JRCT) a close friend said to me, ‘you have changed – you expect people to listen to you.’ It was a good reminder of the best piece of advice I received on getting the job. Eric Adams of the Barrow Cadbury Trust told me, ‘keep your feet on the ground and you will be alright’.





Stewarding wealth for the common good: how an Asian family office incorporated climate change mitigation into its portfolio

Favorite‘From an Asian perspective, climate change is not a distant threat – it is happening today. I want to make sure that the way my capital is invested is part of the solution and not the problem.’ So says Annie Chen, founder of RS Group, a Hong Kong-based family office. Air pollution in Beijing, bushfires in Australia and typhoons in the Philippines underline her remarks. Consequently, RS Group incorporates climate change considerations in all its activities and across asset classes, with the dual goal of contributing to climate change mitigation and ensuring its investment portfolio is fit for the future.





Setting the record straight: debunking philanthropic myths

FavoriteAlthough much has been written about ‘what donors believe’ and ‘how modern foundations work’, hard data about how private foundation donors view themselves, their roles, and the non-profits they support is relatively scarce. With almost 1,200 US-based private foundation clients, Foundation Source is well positioned to put some of the common assumptions about this sector to the test. Last November, we carried out a survey of our clients that debunked some of philanthropy’s most established axioms – especially those relating to foundation attitudes to non-profits.





New horizons

FavoriteFiliz Bikmen writes about emerging economies and philanthropy: The economic boom of BRICS and MINT countries coupled with the unequal distribution of this growth presents new opportunities and challenges for philanthropy in emerging markets. Among them are different approaches to giving, lukewarm relationships with civil society organizations (CSOs), hesitation about funding ‘unpopular’ issues and the arduous task of building the field of philanthropy. In light of the observations of contributors to this issue, which trends appear to be affecting philanthropic ecosystems in emerging market countries, and what lies ahead?





Interview – Theo Sowa, African Women’s Development Fund

Favorite‘We all have power, different types of power. When we don’t acknowledge that power, it’s easier for others to step all over us.’ As both grantmaker and fundraiser, the African Women’s Development Fund (AWDF) has been on both sides of the fence. As a result, Theo Sowa, AWDF CEO and chair of the African Grantmakers Network, has very clear views about the use and abuse of power. Caroline Hartnell asked her what power AWDF has and how it seeks to use it responsibly, and about the importance of African women setting their own agenda.







Changing roles in a changing world

FavoriteAnthony Tomei writes about the changing global economic structure and how it relates to philanthropy: The collapse of Lehman Brothers in 2008 seems to mark a symbolic moment at which the world changed. The changes were felt very differently in different parts of the world, but it seems likely that the resulting shift in the balance of economic power will turn out to be permanent. What about philanthropy? Five years on, how do things look? How have foundations responded?  Have they changed the way they see their role and the way they do things? These are the questions this Alliance special feature Read more





Bringing grantmaking in from the cold

FavoriteIncreasingly, the practice of grantmaking as a tool for bringing about social change has fallen out of favour, replaced by newer, snappier-sounding forms of philanthropy. In laying out their wares, venture philanthropy, strategic philanthropy, philanthrocapitalism and, most recently, ‘catalytic philanthropy’ have all made claims for greater effectiveness.  









Two Decades in Investment in Substance-Use Prevention and Treatment

FavoriteThe Robert Wood Johnson Foundation (RWJF) worked to reduce harm from alcohol and other drugs in the United States for over two decades—an investment of nearly $700 million. This retrospective analysis, part of the RWJF Retrospective Series, assesses RWJF’s investment, what was achieved through its efforts, and the strengths and challenges of the Foundation’s approach.





Social Impact Bonds: Analysis of a Mechanism for Financing Social Program Expansions

FavoriteA research team at McKinsey & Co. studied the potential of social impact bonds in the United States, in particular for financing the expansion of proven programs in homelessness and crime prevention. The team also created tools for stakeholders—investors, nonprofits, government agencies, and others—to help them determine whether SIBs are instruments they should consider.





Robert Wood Johnson Foundation Local Funding Partnerships

FavoriteRobert Wood Johnson Foundation Local Funding Partnerships provides matching grants for innovative community-based projects aimed at improving the health and health care of underserved and vulnerable populations. The premise underlying Local Funding Partnerships has remained constant over its 25 years—by collaborating with local funders instead of acting alone, RWJF could improve the health and health care of Americans, while getting a larger return on its investment.







Getting the Word Out: A Foundation Memoir and Personal Journey

FavoriteThis chapter is a personal reflection by Frank Karel on his years as vice president for communications of the Robert Wood Johnson Foundation. He looks back on the early days, when the Foundation was groping to find an appropriate role for communications, and traces its evolution to the present. Long active in philanthropy, Karel helped many foundations consider how best to use the tools of communications.







Expenditure Responsibility Rules for Private Foundations

FavoriteCourse covers: Grantees that do and do not require expenditure responsibility How it is exercised (pre-grant inquiries, grant agreements, separate accounts, reports, IRS) How to handle complicating issues (grants with subgrants, grants to private foundations, grants for capital expenditures, grants that support advocacy)





Disaster Philanthropy

FavoriteDisaster philanthropy is the term used when a foundation responds to a natural disaster, man-made emergency or complex humanitarian crisis with grantmaking or fund raising. Ever since Hurricane Katrina in 2005, leaders in the philanthropic community have become more aware of the importance of this approach to giving. What follows are the stories of three Minnesota organizations that’ve made the foray into disaster philanthropy. What have they learned from their experiences? And how can this approach help every foundation do a better job of delivering on its core mission?