Business Commons^™

Foundations As Network Strategists, Weavers, And Managers: Learning From One Foundation’S Journey And Results, Clare Nolan, Brian Souza, Michael Monopoli, Marianne Hughes

The Foundation Review

This article shares insights from a five-year evaluation of the Oral Health 2020 network, an effort by the DentaQuest Foundation to align and strengthen efforts in service of a national movement to improve oral health. The evaluation helped to place the foundation’s journey in the context of a broader field seeking new approaches to achieve deep and sustainable social change.

The foundation’s approach was informed by several ideas that have gained momentum in the social sector, including collective impact, networks, systems change, and equity – all of which challenged the foundation to take a nontraditional approach that combined the roles …

A Neighborhood-Based Family Center Redesign Process: Taking A Systems Perspective, Patricia Bowie, Richard Sussman

The Foundation Review

This article describes how the Hartford Foundation for Public Giving, with a subset of its grantees and their program recipients, teamed with the UCLA Center for Healthier Children, Families & Communities to redesign its evaluation process.

The foundation’s shift from traditional program evaluation to a more participatory, learning-focused approach resulted in new tools to assess variables that had been previously unexamined but were critical to program success.

This article examines the redesign process and those new tools – the data from which are being used to improve employee engagement and front-line practice as part of a cross-agency learning network – …

The Missing Link For Maximizing Impact: Foundations Assessing Their Capacity, Melinda Fine, Jared Raynor, Jessica Mowles, Deepti Sood

The Foundation Review

A rapidly changing, global sociopolitical environment requires foundations to be nimble in maximizing opportunities to advance their agendas. At the same time, grantmakers are establishing ever more ambitious goals that often require grantees to function at peak capacity. Why, then, have more foundations not assessed their own institutional capacity?

This article discusses an assessment of 54 foundations that participated in taking a new tool, developed for funders by TCC Group, to explore five core capacity areas shown to be central to organizational effectiveness. The Foundation Core Capacity Assessment Tool’s findings should not be seen as a report card, but rather …

Foundations Don’T Know What They’Re Risking, Maya Winkelstein, Shelley Whelpton

The Foundation Review

Critical gaps exist in philanthropy’s definitions of and approach to risk management. This article describes the scope of the problem and a framework for philanthropists to adopt risk-management practices that better equip the sector to address the challenges of our time.

In 2015, the Open Road Alliance surveyed hundreds of funders and grantees to explore questions about risk and contingency funding. The next year, Open Road partnered with Arabella Advisors for a qualitative analysis of existing foundation policies and procedures related to risk. The combined results suggest a need for contingency funding – and a lack among most funders and …

Insights From Deploying A Collaborative Process For Funding Systems Change, Alison Mccarthy, Jacob Bornstein, Tiffany Perrin, Jennifer James, Bill Fulton

The Foundation Review

Many foundations are seeking to impact root causes of social issues through funding initiatives that are both technically and socially complicated and where past experience is no guarantee of success. These situations exhibit the growing need for more adaptive funding approaches, such as emergent philanthropy.

This article looks at an application of emergent strategy at the Colorado Health Foundation. It shares tools used to design the funding approach for the foundation’s Creating Healthy Schools initiative, including support for grantees in refining their grant-proposal budgets and activities, decreasing duplication, and leveraging resources more effectively.

This article will look at lessons learned, …

Why Some Perpetual Foundations Aren’T (Perpetual): Observations On The Importance Of Inflation Effects On The Economics Of Foundations, John Riche Ettinger

The Foundation Review

This article demonstrates the relevance of correctly accounting for inflation to foundation structure and programs – including, for example, in analyzing perpetual versus spend-down strategies and in comparing the cost-effectiveness of programs over different time periods. Investment teams must also be provided with return targets, which are highly sensitive to inflation and which in turn determine a risk estimate that must be considered by foundation fiduciaries.

Seemingly small differences in inflation estimates will become material over time. But at many foundations, systematic biases are frequently built into inflation estimates. These biases are often attributable to a failure to consider the …

The Philanthropy As One Big Impact Investment: A Framework For Evaluating A Foundation’S Blended Performance, Rohit T. Aggarwala, Claudine A. Frasch

The Foundation Review

While some foundations have put their entire focus on impact investing, philanthropy still lacks the tools that enable such investments to be made with the same rigor as the best financial investments and philanthropic grants. This reveals a more fundamental problem: We do not currently manage foundations as the integrated portfolios that they are.

This article proposes a framework for evaluating a foundation’s blended performance that enables both grantmaking and endowment investing to be evaluated jointly, and thus also allows a complete evaluation of how impact investments could improve — or fail to improve — overall performance.

The article demonstrates …

Back Matter

The Foundation Review

No abstract provided.

Staying The Course: How A Long-Term Strategic Donor Initiative To Conserve The Amazon Has Yielded Outcomes Of Global Significance, Jared Hardner, R.E. Gullison, Elizabeth O’Neill

The Foundation Review

This article examines how the design principles of a major philanthropic initiative have influenced its performance, and provides a practical example of strategic philanthropy that can contribute to the current debate over the merits and flaws of this approach.

The Gordon and Betty Moore Foundation’s $369 million Andes Amazon Initiative, one of the largest private environmental conservation initiatives ever, reflects the values of the Moore family by focusing on conserving important biodiversity and wilderness areas such as the Amazon. “Making a difference” in the context of the Andes-Amazon has required adherence to the foundation’s founders’ principles of investing at sufficient …

Front Matter

The Foundation Review

No abstract provided.

Editorial, Teri Behrens

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

Breaking Up Is Hard To Do, Barbara Kibbe

The Foundation Review

What do funders leave behind when they exit? What is lost? Are there approaches to exits that are more effective at preserving the results of good work? Through interviews with 19 professionals who have experienced or are currently working through a foundation exit, this article draws on stories of more than a dozen such exits to fill the gaps in what is known about how to exit well.

This article discusses four areas where foundation exits present particular challenges and where there are significant opportunities to improve practice – deciding on and planning to exit, funder leadership, clear communication, and …

The Legacy Of A Philanthropic Exit: Lessons From The Evaluation Of The Hewlett Foundation’S Nuclear Security Initiative, Anne Gienapp, Jane Reisman, David Shorr, Amy Arbreton

The Foundation Review

As its seven-year Nuclear Security Initiative wound down in late 2014, the William and Flora Hewlett Foundation engaged ORS Impact to conduct a summative evaluation. That evaluation yielded insights pertinent to future work on nuclear security and other fields where policy-related investments, strategies, and goals are prioritized, as well as insights regarding Hewlett’s approach to the initiative exit.

During the life of the initiative, significant changes in the geopolitical landscape influenced both the relevance and the expected pace of advancement of its established goals and targets. Rather than focusing on whether identified targets had been achieved in a narrow “success/failure” …

Executive Summaries

The Foundation Review

No abstract provided.

Changing In Place: The Skillman Foundation, Detroit, And The Good Neighborhoods Initiative -- How Did A Hometown Grantmaker Conduct And Conclude Its Largest-Ever Initiative?, Marie Colombo, Bob Tobin

The Foundation Review

At work where Detroit’s kids live. In 2006, the Skillman Foundation committed $100 million to a decade-long investment in six neighborhoods. (See Figure 1, page 83.) Through this Good Neighborhoods Initiative, the foundation directed a majority of its grantmaking toward an intensive focus on changing the conditions where, at the time, one-third of Detroit’s children lived. The goal was to ensure that children in those places were safe, healthy, welleducated, and prepared for adulthood.

The initiative concluded in 2016, ultimately spanning 11 years and involving $122 million in grants, which represented 67 percent of the Foundation’s total grant spending in …

Partnership With Government: An Exit Strategy For Philanthropies?, Colin Knox, Padraic Quirk

The Foundation Review

This article is a case study of Atlantic Philanthropies’ work in Northern Ireland, where it supported three thematic intervention areas: aging; children and young people; and reconciliation and human rights. Atlantic, a limited-life foundation that has been making grants since 1982 in eight countries, will close down by 2020 and is engaged in an exit strategy.

Atlantic’s original funding approach involved supporting key nongovernmental organizations to drive and advocate for change; its work helped to support and consolidate the peace process in that country. Its exit strategy has involved a formal partnership arrangement with the Northern Ireland Assembly to take …

Back Matter

The Foundation Review

No abstract provided.

Exiting Is A Natural Part Of Philanthropy — Learning From It? Not So Much., Debra Joy Perez

The Foundation Review

Commentary

Full Issue

The Foundation Review

No abstract provided.

Exiting From Large-Scale Initiatives: Lessons And Insights From A National Scan Of Philanthropy, Hanh Cao Yu, Moninder-Mona K. Jhawar, Daniela Berman

The Foundation Review

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 10-year, place-based, policy- and systems-change initiative. The goal of the nationwide study, which included literature reviews and interviews with 30 executives and directors from 17 foundations, was to tap into philanthropic leaders’ accumulated wisdom about exiting out of similar initiatives.

In generalizing the study’s findings for the broader philanthropic audience, this article presents a guiding framework for exit and sustainability planning in the form of a set of recommendations …

End-Game Evaluation: Building A Legacy Of Learning In A Limited-Life Foundation, Ashleigh Halverstadt, Benjamin Kerman

The Foundation Review

This article shares the emerging hypotheses of two foundations, The Atlantic Philanthropies and the S. D. Bechtel, Jr. Foundation — each four years from sunset — about the opportunities and challenges for evaluation in the limited-life context.

Few, if any, of the problems philanthropy seeks to address can be solved within a brief, defined time frame. Limited-life foundations can only strive to move the ball down the field before they sunset, and then enlist others to carry the work forward. Given this reality, these foundations are obligated to make a deliberate effort to share what they have learned with the …

Editorial, Teri Behrens

The Foundation Review

No abstract provided.

Evaluation At Sunset: Considerations When Evaluating A Program As It Concludes, Blair Beadnell, Holly Carmichael Djang, Jan Vanslyke, Barbara Andersen

The Foundation Review

While the benefits of beginning evaluation efforts at a program’s inception are well known, for a variety of reasons many organizations are unable to do so and instead begin these efforts closer to a program’s conclusion.

Previously reported findings from a sunset evaluation of the Orfalea Foundation’s School Food Initiative showed positive outcomes of the initiative’s activities and provided recommendations for organizations interested in engaging in similar efforts. Because the evaluation was begun as the foundation’s activities were winding down, it required creative design approaches.

This article uses the evaluation of the Orfalea Foundation’s initiative to provide a case example …