Social and Behavioral Sciences Commons^™

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 …

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 …

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 …

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

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 …