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End-Game Evaluation: Building a Legacy of Learning In a Limited-Life Foundation

Favorite This article shares the emerging hypotheses of two foundations, The Atlantic Philanthropies and the S. D. Bechtel, Jr. Foundation — each four years from sunset — about the opportunities and challenges for evaluation in the limited-life context. The article argues that systematically capturing and sharing knowledge — about programs, as well as social-change methods and grantmaking practices — can increase a foundation’s influence and impact during its final years and beyond.





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Exiting From Large-Scale Initiatives: Lessons and Insights From a National Scan of Philanthropy

Favorite This article shares insights and lessons from a research project commissioned by The California Endowment in early 2016 to inform the planning for its transition out of Building Healthy Communities. A guiding framework for exit and sustainability planning is presented as a set of recommendations that relate to issues such as managing relationships between funder and grantee partners during the exit, using the initiative’s theory of change as a tool for decision-making, finding a balance between demonstrable success and equity, and managing the internal processes of the funding organization.





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Breaking Up Is Hard to Do

FavoriteThis article discusses four areas where foundation exits present particular challenges and where there are significant opportunities to improve practice — deciding on and planning to exit, funder leadership, clear communication, and final grants — and includes summaries of advice from funder and grantee perspectives.







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Partnership With Government: An Exit Strategy for Philanthropies?

Favorite Atlantic Philanthropies’ exit strategy involved a formal partnership arrangement with the Northern Ireland Assembly. This article draws on qualitative data gathered through interviews with key stakeholders — the funder, government officials, and NGOs — and considers the consequences of this approach for sustaining and mainstreaming policies and practices. It also offers both specific and general lessons on partnering with government as an exit strategy.





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The Legacy of a Philanthropic Exit: Lessons From the Evaluation of the Hewlett Foundation’s Nuclear Security Initiative

Favorite This article describes how the findings of the NSI evaluation informed Hewlett’s philanthropic approach, and provides a case example of a philanthropic-initiative exit. Key considerations for monitoring and evaluation practices particular to the context of a planned exit are discussed.