Nonprofit Administration and Management Commons^™

The Real-Time Evaluation Memo: A Tool For Enabling Evaluative Thinking And Learning In Foundations And Nonprofits, Melanie Hwalek, Mary Grcich Williams

The Foundation Review

· Real-time evaluation memos provide data-based feedback in a timely manner to inform decision making.

· Memos must be concise and include both data and expert synthesis and interpretation.

· The foundation must have a learning culture if the memos are to most useful; there must be time to reflect on the content and implications.

· The balance between data quality and timeliness must be managed and will be dependent on the topic.

· While useful for program management, these memos do not provide the kind of summative information that board members and other stakeholders may require.

The Quest For Quality: Lessons From A Certification Pilot Project For College Access Providers, Tania Jarosewich, Nushina Mir

The Foundation Review

· Certification programs can provide a way for nonprofits to ensure adherence to generally accepted standards.

· The KH2GO Certification Pilot Project, supported by the Lumina Foundations, developed a set of standards for high-quality college access services, including standards for programming, operations, and organizational effectiveness.

· The project was implemented in two states with an evaluation designed to assess the quality of the assessment tools and the ease and rigor of implementation.

· The more clarity that applicants had about the goals of the process, potential benefits, and details about procedures, the more benefits they perceived.

· Many applicants felt …

Embedded Foundations: Advancing Community Change And Empowerment, Paula Allen-Meares, Larry Gant, Trina Shanks

The Foundation Review

· Embedded funders are foundations that have made long-term commitments to the communities in which they are located or work.

· Foundations have a long history in funding community development, often with few concrete results.

· Political conditions, the increasing divide between rich and poor, inaccessibility of education, lack of housing, and continued segregation and racial discrimination are issues that need be addressed concurrently and resources need to be drawn from a variety of sources, particularly the neighborhoods themselves. This complexity has created an impetus for embedded philanthropy.

· Embedded funders work participatively with the community and frame evaluations in …

Beyond The Grant: How The W. K. Kellogg Foundation Went Beyond Grantmaking To Contribute To A Major Early Childhood Initiative, Stephen Greeley, Beth Greeley

The Foundation Review

· The seven-year SPARK (Supporting Partnerships to Assure Ready Kids) initiative, created by the W. K. Kellogg Foundation (WKKF), aimed at systemically linking the pre-K and kindergarten worlds as a way to position vulnerable children for greater success in the early grades.

· At the foundation, the initiative served as a departure point for WKKF to move from its traditional grantmaking role to a changemaker role.

· To create change, a foundation must articulate – and commit to – a point of view about how change can occur. A theory of change can be a powerful tool to guide ongoing …

Evaluative Tools For Articulating And Monitoring Foundation Strategy, Helen Davis Picher, Sandra Yetman Adams

The Foundation Review

· Research shows that while foundation leadership and staff value strategy and foundations largely perceive themselves as strategic, they often struggle to articulate, implement, and track strategy. The William Penn Foundation has developed a collection of tools to articulate and assess its progress toward strategic goals.

· Each tool employs a structured format to promote standardization; flexibility, though, is encouraged in the application of each tool to ensure that form does not dictate function. Each tool provides a template for organizing information that should be tweaked as needed.

· The speed and breadth of adoption of each tool varies and …

Editorial-Open Access, Teresa Behrens

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

Funding Cultural Adaptations To Promote Effective And Efficient Mental Health Service Provision, Lynda E. Frost, Rick Ybarra

The Foundation Review

· Given the changing demographics of the U.S. and documented racial and ethnic health disparities, behavioral health service providers must look at adapting their services to better meet the needs of their diverse client populations.

· Grantees implemented three types of cultural adaptations: sociocultural/organizational, structural/ service delivery, and clinical.

· Most adaptations were not directly related to the specific evidence-based practice and would be relevant in many service-provision settings.

International Programming, Local Development, And Youth: An Experience In Northeast Brazil, Frances Hansford, Andrés Thompson

The Foundation Review

· The W. K. Kellogg Foundation funded a 10-year program of local development work in selected geographic areas in Northeast Brazil from 1997 – 2007.

· This article reports on program achievements and difficulties, and examines the ways in which the practices of the foundation facilitated and obstructed advances in the local development initiatives.

· Two main strategies were used: direct funding granted to organizations in the targeted regions and the creation of a comprehensive support system (e.g., youth projects funds, capacity-building in leadership and evaluation, and transfer of expertise from organizations).

· A team of foundation staff and consultants …

Trends In Global Philanthropy Among U.S. Foundations: A Brief Review Of Data And Issues, Anne C. Petersen, Gail D. Mcclure

The Foundation Review

· International grantmaking has increased dramatically in the past two decades, at a rate faster than domestic grantmaking.

· The increase in international grantmaking, stimulated by increased interest in global issues, was fueled by increased foundation assets and especially by new foundations created since 1990.

· While many of the issues confronting international grantmaking exist with domestic grantmaking, they have special aspects and increased importance because of the global context.

· Many foundations have now accumulated information about how best to work in partnership with other foundations, governments, and business; these lessons would benefit all foundations.

· Thoughtful collective action …

Peer Networking And Community Change: Improving Foundation Practice, Thomas E. Backer, Ralph Smith

The Foundation Review

· This article brings together the Annie E. Casey Foundation’s 15 years of experience with peer networking— examining through two research studies the process of peer networking and its impact, both with community-based and funder groups.

· Peer networking helps people with common interests to exchange information, disseminate good practices, and build a leadership structure for work they do together, such as a community change initiative.

· Casey’s research identified 10 good practices for effective peer networking, as well as 10 challenges that can affect its success; a four-level model was created to provide context for these findings.

· The …

Learning From An Adaptive-Consultative Approach: One Foundation’S Experience In Creating Systems Change In Education, Srikanth Gopalakrishnan, Hallie Preskill

The Foundation Review

· This article describes a creative relationship between the Ball Foundation and the Rowland Unified School District. The approach was adopted by the Ball Foundation when they observed that grantees who had a closer relationship with them were more successful than those who had a more traditional relationship with them.

· Based on the concept of “adaptive leadership,” the relationship allows for flexibility and a more collaborative approach between the foundation and grantee.

· This approach requires both the funder and the grantee to be committed to learning and adapting strategies as needed to respond to both results and changing …

Leveraging Social Networks In Direct Services: Are Foundations Doing All They Can?, Katya Fels Smyth

The Foundation Review

· Social networks are critical to physical and mental health, and they shape how people see themselves and their possible futures.

· Social networks represent an under-leveraged resource in social services’ efforts to alleviate poverty and other social challenges.

· Foundations may be unintentionally creating barriers to practice that leverages social networks by incentivizing individually-focused, highly specific services delivered in standardized, replicable ways.

· “Network-oriented” practice can help craft a new way forward that threads the needle between everything-is-different-for-everyone and everything- is-the-same-for-everyone.

· By focusing funding on efforts that build and support social networks, foundations can deepen and sustain the …

Executive Summaries

The Foundation Review

No abstract provided.

Developing Foundation-University-Grantee Collaboratives As A Model For High-Impact Philanthropy, Michelle B. Nayfack, Priscilla Wohlstetter

The Foundation Review

· This article reports on results from the Weingart Foundation’s Urban School Districts Reform Initiative. The goal of the initiative was to improve urban education, and ultimately raise student achievement, by supporting sustainable reforms in school districts educating high numbers of low-income students.

· The Weingart Foundation determined the scale and scope of the effort, and set forth specific goals and timelines; the districts were invited to propose projects that were organic and integrated into their own strategic plans.

· Based on research conducted by an intermediary, potential grantees were identified; six grantees were interviewed about their strategic plan priorities …

Expanding Organizational Advocacy Capacity: Reflections From The Field, Annette Gardner, Sara Geierstanger, Lori Miller Nascimento, Claire Brindis

The Foundation Review

· Organizational advocacy capacity is an increasingly important area of inquiry, raising questions about the opportunities (and limits) for achieving and sustaining policy change.

· The California Endowment implemented the Clinic Consortia Policy and Advocacy Program to expand grantee advocacy capacity to support the policy and operational needs of California’s community clinics.

· In-person meetings with decision-makers and developing working relationships were among the key advocacy activities undertaken by 19 grantees. Grantees secured several policy wins through a variety of strategies, including mobilizing member clinics to be potent advocates.

· The “return on investment analysis” indicates that grantees secured policymaker …

Assessing Nonprofit Networks Prior To Funding: Tools For Foundations To Determine Life Cycle Phase And Function, Patricia Zerounian, Janet Shing, Kristi D. Hanni

The Foundation Review

· Foundations and other funders can use life cycle analysis tools to determine a nonprofit network’s stage of development and functional characteristics as a precursor to funding network activities. Characteristics that determine a network’s readiness for funding include network cohesion (trust and communication), cooperation (mutual purpose and goals), and capacity for externally focused action.

· Network Mindset Survey analysis can help determine a network’s readiness for funding by measuring members’ understanding of the power and utility of networks; degree of membership engagement; identification of specific, common concerns; and readiness for productive action.

· Three networks that received foundation support for …

Exposing Real World Philanthropy To The Next Generation Of Social Work Leaders, Yoko Crume, Edgar Villanueva

The Foundation Review

· This article describes a method for instructing social work students in the art of enhanced collaboration with foundations, shifting the focus from “writing a winning proposal” and “finding alternative funding sources” to “developing collaborative partnerships for sustainable community development and social change.”

· The program consists of four major steps: charitable foundation review and case presentation, self-guided review of real-world proposals, mock grant proposal development, and side-by-side proposal review.

· Student proposals were rated similarly by the instructor and the foundation program officer, even though different criteria were used, suggesting that well-written proposals are also likely to clearly address …

Lessons (Not Yet) Learned, Marilyn J. Darling, Jillaine S. Smith

The Foundation Review

· Despite a significant influx of charitable dollars over the last 10 to 20 years, solutions to complex social problems remain elusive, while philanthropy has been facing growing pressure to account for its tax-free dollars; to demonstrate, replicate, and scale success; and to be transparent about failed social investments.

· When foundations and their nonprofit partners ignore a failure and move on, whether it is to protect their own reputation or the reputations of valued partners or simply because of the pressure to keep going, it is too easy to toss out the baby with the bathwater – to toss …

Promoting Community Leadership Among Community Foundations: The Role Of The Social Capital Benchmark Survey, Doug Easterling

The Foundation Review

· Faced with increased competition for donors and calls for measurable impact, many community foundations (CFs) are adopting a more proactive, strategic approach to philanthropy – one that has come to be known as "community leadership."

· Community leadership has proven challenging for many CFs. In theory, community assessment is a useful tool allowing CFs to identify strategic issues where leadership activities are warranted. This article examines the effect of a large, coordinated assessment project, the 2000 Social Capital Benchmark Survey (SCBS), conducted by Robert Putnam and the Saguaro Seminar at Harvard University.

· Of the 34 CFs that participated …