Business Commons^™

Where Heart Meets Smart: The Making Of A Grantmaker, Elizabeth A. Castillo, Mary B. Mcdonald, Christina P. Wilson

The Foundation Review

· Graduate programs in nonprofit management increasingly include philanthropic studies in their curricula. However, these programs generally focus on a grant seeker's point of view.

· This case study describes a graduate philanthropic studies course at the University of San Diego developed from a grant maker's perspective. Students partner with a local private foundation to serve as its program officers for a special initiative.

· By becoming grant makers the students experience the intellectual, emotional, and practical challenges of effective grant making. They develop grant making competencies and an appreciation for the art and science of philanthropy. The foundation benefits …

Executive Summary

The Foundation Review

No abstract provided.

Shifting From ‘Evaluation’ To Valuing: A Six-Year Example Of Philanthropic Practice Change And Knowledge Development, Angela Frusciante

The Foundation Review

· Knowledge development is an emerging field in philanthropy and sits at the convergence of movement toward engagement, data-based decision-making, and networked learning for social and policy change.

· This article explores five knowledge-development trajectories at one family foundation that has funded a long-term change initiative. The trajectories include tools and frames that have been developed for increasing organizational learning, beginning network learning, and informing both program and operations for enhanced strategy implementation.

· Making the organizational shift from entrenched notions of third-party evaluation to creating a diversified knowledge development approach opened up new opportunities to think and talk about …

Survey Instruments Used To Evaluate Foundation-Funded Nonprofit Capacity- Building Programs: Considerations For Organized Philanthropy, Catherine H. Brown

The Foundation Review

· Alongside a growing interest in nonprofit capacitybuilding programs has come a growing concern with the impact of these programs, especially by organizations that fund them. This article describes how the McKinsey Organizational Capacity and Assessment Tool and, to a lesser extent, the Abt Associates survey have been used to assess changes in nonprofit capacity as part of nonprofit capacity-building programs.

· Drawing on field experience with both survey instruments in the context of a foundationfunded nonprofit capacity-building program, this article compares the respective benefits and costs of these instruments from the perspective of evaluators as well as survey respondents. …

Transparency, Performance Assessment, And Awareness Of Nonprofits’ Challenges: Are Foundations And Nonprofits Seeing Eye To Eye?, Ellie Buteau, Mark Chaffin, Ramya Gopal

The Foundation Review

· In order for nonprofits and foundations to work most effectively together, they must understand each other’s perspectives.

· This article discusses the alignment between the perspectives of nonprofit and foundation chief executive officers on four aspects of foundation practice: transparency with the nonprofits they fund, support for nonprofit-performance assessment, awareness of nonprofits’ challenges, and the degree to which foundations use their resources to help address nonprofits’ challenges.

· Nonprofit and foundation CEOs are aligned when it comes to the degree to which foundations are seen to be aware of nonprofits’ challenges and use their resources to help address them. …

From Citywide To Neighborhood-Based: Two Decades Of Learning, Prioritization, And Strategic Action To Build The Skillman Foundation’S Youth-Development Systems, Della M. Hughes, Marie Colombo, Laura A. Hughes, Sara Plachta Elliott, Andrew Schneider-Munoz

The Foundation Review

· This article explores the Skillman Foundation’s shift in its approach to fulfilling its mission to improve the lives of children and youth and to making grants – moving from a traditional grantmaker to a place-based investor and change-maker.

· Three aspects of Skillman’s approach have directly shaped the evolution of its youth-development investments: recognizing Detroit’s economic, social, political, and environmental challenges; articulating overarching goals to provide direction and setting priorities for the scope and focus of its programmatic work; and using rapid learning to inform strategic decisions and social-innovation practices designed to tackle deeply entrenched problems.

· This article …

Back Matter

The Foundation Review

No abstract provided.

Bending The Chain: The Surprising Challenge Of Integrating Purchasing And Logistics, Theodore Stank, J Paul Dittmann, Chad Autry, Kenneth J. Peterson, Mike Burnette, Daniel Pellathy

Peer Reviewed Articles

Over the last several decades, supply chain (SC) professionals have focused on performance issues that have emerged from a lack of commercial/business alignment with supply chain operations. Significant improvements have been made, and systemic processes (IBP—integrated business planning—and S&OP—sales and operations planning) have been developed to drive a fully integrated business. As business integration has continued to improve, the biggest SC opportunities have shifted.

Every year, the University of Tennessee’s Global Supply Chain Institute networks with hundreds of companies, requesting information on emerging supply chain issues. Our recent research shows that one of the greatest business integration opportunities is found …

Front Matter

The Foundation Review

No abstract provided.

2014 M&A Update, Alexandra S. Schmid, Carol M. Sanchez, Stephen R. Goldberg

Peer Reviewed Articles

Market conditions for mergers and acquisitions (M&As) remained positive in 2013. Relative economic growth in the U.S. and within specific industry sectors, and positive economic developments in the emerging markets signaled an optimistic outlook for M&A activity. There was a decline in worldwide M&A transactions in the first half of 2013 following a modest gain in 2012 which resulted in an overall slowdown in M&A activities, yet there are positive signs for future M&A growth. Corporate executives and their boards were selective with their investment choices and sought many of their M&A opportunities in the middle market. In this article, …

Front Matter

The Foundation Review

No abstract provided.

Implementation And Evaluation Of A Multidimensional Nutrition And Physical Activity Initiative Funded By A Community Health Foundation, James Pann, Angela Yehl, Peter Wood, Janisse Schoepp, Gabrielle Solomon, Craig Enders

The Foundation Review

· Poor diet and physical inactivity have been estimated to account for nearly 400,000 deaths a year in the U.S. and are contributing factors to obesity. Nearly one-third of children and two-thirds of adults are overweight or obese. Therefore, in early 2007 Health Foundation of South Florida (HFSF) embarked on a five-year responsive grantmaking initiative, Healthy Eating Active Communities.

· The initiative's aim was to improve healthy eating habits and physical activity levels through two major approaches: individual-level programs grounded in an educational approach and organizational, environmental, policy, and systems-change interventions. As additional research has emerged in the field, policies …

Editorial, Susan Taylor Batten

The Foundation Review

No abstract provided.

Support For Sister-Affiliated Ministries During Challenging Times: Understanding A Foundation Initiative In Two Regions, Mark Small, Robert L. Fischer, Lynn Berner, Stephanie Kripa Cooper-Lewter

The Foundation Review

·This article describes the efforts of two foundations to sustain the ministries of Catholic sisters in two regions: northeast Ohio and South Carolina.

· Spanning more than 10 years, the initiative has drawn on multiple strategies – including convening, grantmaking, communicating, and research – in partnership with sisters themselves to sustain a diverse set of ministries.

· The work informs foundation practice by illuminating an approach to capacity development in very different regional contexts.

· Key lessons include being sensitive to the context, paying attention to both individual and organizational capacity, and the need for data.

Offices Of Strategic Partnerships: Helping Philanthropy And Government Work Better Together, James M. Ferris, Nicholas P. O. Williams

The Foundation Review

· There is a growing interest on the part of philanthropy and government in working together to address problems of common interest. But crosssectoral collaborations are not easy. In response, a new organizational structure – the office of strategic partnerships – is emerging that catalyzes, fosters, and accelerates such partnerships.

· These offices help to overcome the barriers of working across sectors by sharing knowledge and information about the sectors, identifying and convening stakeholders to discuss shared solutions, and leveraging resources to support public-problem solving.

· Based on interviews and a convening of principals of six of these offices at …

If You Build It, They Will Come: Creating The Space And Support For Real-Time Strategic Learning, Jewlya Lynn, Rebecca Kahn, Phillip Chung, Scott Downes

The Foundation Review

· Learning is a key tool for foundations seeking to improve their effectiveness, and they are beginning to use evaluation to learn about and improve their strategies. The Colorado Trust took this a step further and integrated strategic learning into a grant strategy, including supporting learning coaches for 14 of their grantees.

· The strategic learning framework consisted of three steps: systematic data collection, collective interpretation of information, and the use of that interpretation to improve strategies.

· This article reviews four of the cases, including three grantees and the foundation as a case, identifying methods of learning and resulting …

Back Matter

The Foundation Review

No abstract provided.

Toward Health Equity For Asian American, Native Hawaiian, And Pacific Islanders: The Health Through Action Model, Traci Endo Inouye, Rachel Estrella

The Foundation Review

· Since 2009, the W.K. Kellogg Foundation has invested over $100 million to foster racial healing and eliminate policies, practices, attitudes, and cultural messages that reinforce differing outcomes by race.

· Health Through Action represented an unprecedented level of investment targeting AA and NHPIs. Embedded within the WKKF racial equity portfolio, it was the first time a private-sector foundation joined forces with a national AA and NHPI organization to acknowledge and address health disparities facing this population.

· HTA provided direct grants to seven AA and NHPI collaboratives and 11 AA and NHPI anchor organizations around the country to advance …

Integrating Racial Equity In Foundation Governance, Operations, And Program Strategy, Yanique Redwood, Christopher J. King

The Foundation Review

· This article is intended to provide the field of philanthropy with a useful framework for organizing racial-equity efforts.

· When the Washington-based Consumer Health Foundation became a staffed foundation in 1998, its initial grantmaking focused on health promotion and access to health care. As a learning organization, however, it took steps that led to greater support for efforts addressing the interconnectedness between health status and racial equity. This included support for advocacy as a strategy to create systems change benefiting low-income communities of color.

· This commitment to racial equity is not a separate initiative; it is integrated into …

The Urgency Of Now: Foundations’ Role In Ending Racial Inequity, Gary L. Cunningham, Marcia L. Avner, Romilda Justilien

The Foundation Review

· This article explores the multiple approaches that foundations can use to advance racial equity and prosperity.

· It first gauges the depth of the challenge that our communities face in racial disparities, then surveys the evolution of the role of philanthropies in addressing poverty and traces the long history of racialization of institutions and systems.

· Finally, this article focuses on a specific set of approaches used by the Minnesota-based Northwest Area Foundation that others working for racial equity might employ to meet their needs.

Naming Race: One Foundation’S Path To A Strategy Of Structural Inclusion And Self- Determination, Lori Bezahler

The Foundation Review

· Common wisdom tells us that by placing people of color in leadership roles in philanthropy, there will be a greater emphasis on issues of racial equity and attention to solutions that are rooted in the experiences of people of color. While diverse leadership is a critical component of inclusion, attention must also be paid to the dynamics of power inherent in the relationship between a philanthropic institution and the community it seeks to serve. Foundations must put in place practices that address the inherent inequities in our sector if we are to contribute to systemic change.

· The Edward …

Difficult Conversations: Lessons Along The Journey Toward Inclusion, Carrie Pickett-Erway, Susan Springgate, Suprotik Stotz-Ghosh, Tom Vance

The Foundation Review

· This paper documents one foundation’s work to become a more diverse and inclusive foundation.

· The Kalamazoo Community Foundation adopted a diversity policy and established a Lesbian, Gay, Bisexual and Transgender (LGBT) Equality Fund in 2000. In 2003 the foundation established an ad hoc diversity committee; the committee was formalized in 2007.

· An inclusion statement was adopted for unrestricted grantmaking in 2004, and was strengthened in 2012 along with the words “for all” added to the foundation’s mission statement. The inclusion statement was further modified in 2013.

· The foundation proclaimed itself an antiracist organization in 2010.

· …

Executive Summary

The Foundation Review

No abstract provided.

Back Matter

The Foundation Review

No abstract provided.

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

Review Of Evaluative Thinking: The Bruner Foundation’S Evaluation Web Portal, Gale Berkowitz

The Foundation Review

No abstract provided.

Paying Attention To White Culture And Privilege: A Missing Link To Advancing Racial Equity, Gita Gulati-Partee, Maggie Potapchuk

The Foundation Review

· Racial disparities are driven and maintained by public- and private-sector policies that not only disadvantage communities of color but also over-advantage whites. Foundation processes aimed at racial equity change often overlook the privileged side of inequity.

· Through our experience as racial equity practitioners, we have encountered at least three challenges to engaging foundations in exploring white privilege and white culture in their internal and external racial equity work.

· For foundations to work toward racial equity through their philanthropic investments and leadership, they must shine a light on white privilege and white culture both internally and externally.

· …

Executive Summaries

The Foundation Review

No abstract provided.

Goal-Free Evaluation: An Orientation For Foundations’ Evaluations, Brandon W. Youker, Allyssa Ingraham

The Foundation Review

· Goal-free evaluation (GFE), in program evaluation, is a model in which the official or stated program goals and objectives are withheld or screened from the evaluator.

· Several obstacles must be overcome in persuading foundations and programs to consider GFE as a viable option, because both tend to view goal attainment as intuitively and inextricably linked to evaluation.

· This article presents the case for GFE as a perspective that belongs in a foundation’s toolbox. In particular, this article demonstrates GFE’s actual use, highlights aspects of its methodology, and details its potential benefits.