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Raising The Bar — Integrating Cultural Competence And Equity: Equitable Evaluation – With 2024 Prologue, Jara Dean-Coffey, Jill Casey, Leon D. Caldwell 2024 jdcPARTNERSHIPS

Raising The Bar — Integrating Cultural Competence And Equity: Equitable Evaluation – With 2024 Prologue, Jara Dean-Coffey, Jill Casey, Leon D. Caldwell

The Foundation Review

Editor’s Note: This article, first published in print and online in 2014, has been republished by The Foundation Review with minor updates. Whether implicit or explicit, social justice and human rights are part of the mission of many philanthropies. Evaluation produced, sponsored, or consumed by these philanthropies that doesn’t pay attention to the imperatives of cultural competency may be inconsistent with their missions. The American Evaluation Association’s Statement on Cultural Competence provides those who produce, sponsor, and use evaluation an opportunity to examine and align their practices and policies within a context of racial and cultural equity and inclusion. The …


Lost Causal: Debunking Myths About Causal Analysis In Philanthropy – With 2024 Prologue, Jewlya Lynn, Sarah Stachowiak, Julia Coffman 2024 PolicySolve

Lost Causal: Debunking Myths About Causal Analysis In Philanthropy – With 2024 Prologue, Jewlya Lynn, Sarah Stachowiak, Julia Coffman

The Foundation Review

Editor’s Note: This article, first published in print and online in 2022, has been republished by The Foundation Review with minor updates. What if philanthropic evaluations told us that changes in the world had occurred, as well as how and why they occurred, including whether what foundations funded and grantees did contributed to those changes? What if evaluations made change pathways more visible, tested hypotheses and assumptions, and generated new insights based on what happened in the “black box” of systems change strategies? This type of learning comes from causal analysis — inquiry that explores cause-and-effect relationships. Yet currently in …


Internal Culture, External Impact: How A Changemaking Culture Positions Foundations To Achieve Transformational Change – With 2024 Prologue, Amy Celep, Sara Brenner, Rachel Mosher-Williams 2024 Community Wealth Partners

Internal Culture, External Impact: How A Changemaking Culture Positions Foundations To Achieve Transformational Change – With 2024 Prologue, Amy Celep, Sara Brenner, Rachel Mosher-Williams

The Foundation Review

Editor’s Note: This article, first published in print and online in 2016, has been republished by The Foundation Review with minor updates. This article argues that a foundation’s internal culture is critical to achieving large-scale social change, but that efforts to build a changemaking culture too often are left out of strategy conversations. While there is no one culture that suits every foundation, a particular set of characteristics must be present in those that seek largescale social change: a focus on outcomes, transparency, authenticity, collaboration, racial equity and inclusion, continuous learning, and openness to risk. This article offers insights into …


Emergent Learning: A Framework For Whole-System Strategy, Learning, And Adaptation – With 2024 Prologue, Marilyn J. Darling, Jillaine S. Smith, James E. M. Stiles, Heidi Sparkes Guber 2024 Emergent Learning Community Project

Emergent Learning: A Framework For Whole-System Strategy, Learning, And Adaptation – With 2024 Prologue, Marilyn J. Darling, Jillaine S. Smith, James E. M. Stiles, Heidi Sparkes Guber

The Foundation Review

Editor’s Note: This article, first published in print and online in 2016, has been republished by The Foundation Review with minor updates. The field of philanthropy is exploring what it takes to achieve impact in complex environments. The terms “adaptive” and “emergent” are beginning to be used, often interchangeably, to describe strategies by which funders can tackle complexity. This article proposes distinguishing between the two and explores more deeply how the research into complexity can inform philanthropic practice. While approaches like systems mapping, scenario planning, and appreciative inquiry have been put forward as useful approaches to expanding perspectives and seeing …


Executive Summaries, 2024 Grand Valley State University

Executive Summaries

The Foundation Review

No abstract provided.


Front Matter, 2024 Grand Valley State University

Front Matter

The Foundation Review

No abstract provided.


Editorial, Hanh Cao Yu 2024 Grand Valley State University

Editorial, Hanh Cao Yu

The Foundation Review

No abstract provided.


Four Network Principles For Collaboration Success – With 2024 Prologue, Jane Wei-Skillern, Nora Silver 2024 University of California at Berkeley

Four Network Principles For Collaboration Success – With 2024 Prologue, Jane Wei-Skillern, Nora Silver

The Foundation Review

Editor’s Note: This article, first published in print and online in 2013, has been republished by The Foundation Review with minor updates. This article identifies a set of four counterintuitive principles that are critical to collaboration success and offers insights for how nonprofit leaders can ensure that their collaborations can have an impact that is dramatically greater than the sum of the individual parts. Based on a decade of research developing detailed case studies on a range of successful networks, the authors have identified a common pattern of factors that are essential to effective networking. The principles are to focus …


Tfr 16.1 Full Issue, 2024 Grand Valley State University

Tfr 16.1 Full Issue

The Foundation Review

No abstract provided.


Donor-Advised Funds And Impact Investing: A Practitioner’S View – With 2024 Prologue, Sam Marks 2024 FJC-A Foundation of Philanthropic Funds

Donor-Advised Funds And Impact Investing: A Practitioner’S View – With 2024 Prologue, Sam Marks

The Foundation Review

Editor’s Note: This article, first published in print and online in 2022, has been republished by The Foundation Review with minor updates.

Any discussion of foundations embracing impact investing must include some discussion of one of the largest — and growing — sources of philanthropic capital: donor-advised funds. These philanthropic accounts allow donors of all sizes to access many of the functions of a private foundation, including the potential to invest for impact. Sponsors of these funds, however, face unique challenges in catalyzing impact investments.

Like the larger institutional foundations that have led the way as mission investors, sponsors must …


Goal-Free Evaluation: An Orientation For Foundations’ Evaluations – Updated 2024, Brandon W. Youker, Allyssa Ballard 2024 Western Michigan University

Goal-Free Evaluation: An Orientation For Foundations’ Evaluations – Updated 2024, Brandon W. Youker, Allyssa Ballard

The Foundation Review

Editor’s Note: This article, first published in print and online in 2014, has been revised for The Foundation Review with substantive additions, new examples, and minor updates.

Goal-free evaluation is a model in which official or stated program goals and objectives are unknown by the evaluator, serving as a counter to assessing impact solely according to goal achievement. Foundation-supported program evaluation, however, has historically focused on goal attainment as intuitively and inextricably linked to evaluation.

This focus has persisted despite the fact that goal-free product evaluations have been a norm for more than 75 years. Yet persuading funders to consider …


A Foundation’S Theory Of Philanthropy: What It Is, What It Provides, How To Do It – With 2024 Prologue, Michael Quinn Patton, Nathaniel Foote, James Radner 2024 Utilization-Focused Evaluation

A Foundation’S Theory Of Philanthropy: What It Is, What It Provides, How To Do It – With 2024 Prologue, Michael Quinn Patton, Nathaniel Foote, James Radner

The Foundation Review

Editor’s Note: This article, first published in print and online in 2015, has been republished by The Foundation Review with minor updates.

This article argues that philanthropic endeavors should be undergirded by a theory of philanthropy. Articulating a theory of philanthropy is a way for a foundation to make explicit what is often only implicit, thereby enabling internal and external actors to pose and resolve significant questions, understand and play important roles more fully and effectively, and improve performance by enhancing alignment across complex systems.

A theory of philanthropy articulates how and why a foundation will use its resources to …


The Soft Stuff Doesn’T Have To Be Hard: Foundation Investments In Grantee Workers Are Necessary, Valuable, And Measurable – With 2024 Prologue, Rusty M. Stahl 2024 Fund the People

The Soft Stuff Doesn’T Have To Be Hard: Foundation Investments In Grantee Workers Are Necessary, Valuable, And Measurable – With 2024 Prologue, Rusty M. Stahl

The Foundation Review

Editor’s Note: This article, first published in print and online in 2022, has been republished by The Foundation Review with minor updates.

There is an urgent need for funder investments in the ability of grantee nonprofit organizations to support their staff. Such investments, when done well, can yield significant value for individuals, organizations, and fields of work or movements. Furthermore, the value of these investments can be evaluated and communicated.

This article explores the reasons for and implications of the inadequate response by funders, offers a path forward for designing investments in grantee staff, and documents how funders can capture …


Passing In The Dark: Making Visible Philanthropy’S Hidden And Conflicting Mental Models For Systems Change, Jewlya Lynn, Julia Coffman 2024 PolicySolve

Passing In The Dark: Making Visible Philanthropy’S Hidden And Conflicting Mental Models For Systems Change, Jewlya Lynn, Julia Coffman

The Foundation Review

While the need for philanthropy to focus on systems change as a way to scale and sustain impact is now widely accepted, we see the sector largely failing to recognize that there are different mental models for how to change systems. Sometimes the approaches foundations use are based on competing mental models or models that are not a good fit for the systems, problems, strategies, or practices they are using.

We see two mental models for systems change being used in philanthropy: systems dynamics and systems emergence. Strategies that use the systems-dynamics mental model aim at points of high leverage …


Systems Thinking For Social Change: A Practical Guide To Solving Complex Problems, Avoiding Unintended Consequences, And Achieving Lasting Results, Hilda Vega 2024 Hispanics in Philanthropy

Systems Thinking For Social Change: A Practical Guide To Solving Complex Problems, Avoiding Unintended Consequences, And Achieving Lasting Results, Hilda Vega

The Foundation Review

Editor’s Note: This article, first published in print and online in 2015, has been republished by The Foundation Review with minor updates.


Sea Turtle Conservation At Tortuguero: A Case On How To Turn An Ecological Challenge Into A Collaborative Opportunity For Research, Education Outreach, And Business Development, Minh Q. Huynh, Jose Noguera, Roldán A. Valverde 2024 Southeastern Louisiana University

Sea Turtle Conservation At Tortuguero: A Case On How To Turn An Ecological Challenge Into A Collaborative Opportunity For Research, Education Outreach, And Business Development, Minh Q. Huynh, Jose Noguera, Roldán A. Valverde

Southwestern Business Administration Journal

This paper provides an overview of sea turtle research and conservation at Tortuguero. The conservation work began in 1950 and is still active. How did this effort to conserve sea turtles get started and how did this process help turn an ecological challenge into a global collaborative initiative? This case is not just about sea turtle conservation, but more importantly it is about approaching a complex problem from multiple perspectives and finding innovative ways to mitigate the problem. Though the focus is on sea turtles, the process, approach, and experience learned from this case can be adapted for guidance in …


Personalization: University Fundraising, Jasmine O'Neal, Akib Hossain, Yogesh Bhalerao 2024 Southern Methodist University

Personalization: University Fundraising, Jasmine O'Neal, Akib Hossain, Yogesh Bhalerao

SMU Data Science Review

University fundraising campaigns, which are typically a multi-year endeavor, help institutions build a strong financial foundation to enable a unique student experience. At the heart of effective fundraising is having strong relationships and partnerships with certain audiences that provide the best donation opportunities. Generally, alumni networks and the local community makeup these audiences as strong fundraising bases. Therefore, universities have a significant responsibility in developing these relationships to gain deeper insights into their constituents' needs and interests. This enables them to tailor effective engagement strategies, thereby increasing the likelihood of meeting donation expectations. This research explores how machine learning techniques …


Smart Meetings, Morgan Forster, Arthur Durity, Cathy Cole 2024 Pen Bay Medical Center

Smart Meetings, Morgan Forster, Arthur Durity, Cathy Cole

Operations Transformation

A one year look at how the CHA executive team focused on opportunities to have fewer yet more productive meetings! In this presentation we will discuss the details that help shape improvement around the challenge of too many meetings and share the results from lessons learned at PBMC and Waldo.


Leveraging Collaboration In Advocacy: An Examination Of The 501(C)(4) Regulatory Framework And Its Utility For Advancing Immigrant Rights, Christine D. Ambegia 2024 University of San Francisco

Leveraging Collaboration In Advocacy: An Examination Of The 501(C)(4) Regulatory Framework And Its Utility For Advancing Immigrant Rights, Christine D. Ambegia

Master's Projects and Capstones

The nonprofit sector is uniquely positioned for leading the charge in advocacy through various social justice movements, and their capacity to engage in lobbying work plays a crucial role in advancing policies that contribute to the collective good. The regulations on lobbying that are set forth and enforced by the Internal Revenue Service (IRS) for nonprofit 501(c)(3) public charities can limit them from aggressively engaging in policy and advocacy work that holds legislators accountable to their constituents. Nonprofit 501(c)(4) social welfare organizations are governed by a regulatory framework that has the potential to expand on 501(c)(3) charities’ work because they …


Unified In Christ, David Morris 2024 Southern Methodist University

Unified In Christ, David Morris

Doctor of Ministry Projects and Theses

Statement of the Question/Problem

The United Methodist Church is facing a season of incredible struggle. The modern American United Methodist Church is facing a crisis of Division during this season of disaffiliation and restructuring. Division within church is not a new phenomenon. In fact, it is not new in the Methodist tradition. This repeating cycle of denominational fracture begs the question, “why does division in the church happen, and how can we avoid it in the future?” Currently the United Methodist Church is dividing supposedly over the issue of human sexuality. I would argue these divisions do not solely rely …


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