Nonprofit Administration and Management Commons^™

Front Matter

The Foundation Review

No abstract provided.

Use Of Consultants By U.S. Foundations: Results Of A Foundation Center Survey, Lawrence T. Mcgill, Brenda L. Henry-Sanchez, David Wolcheck, Sarah Reibstein

The Foundation Review

This article presents the results of a survey launched in January 2014 by Foundation Center, in collaboration with the National Network of Consultants to Grantmakers, examining use of consultants by community, corporate, and independent foundations whose annual giving totals at least $100,000.

The survey asked funders to report whether they used consultants in the past two years and, if so, how frequently and for what purposes; they were also asked to report their level of satisfaction with consultants’ work. Funders that did not engage consultants in the last two years were asked why not. The survey also sought open-ended responses …

Both Sides Of The Equation, Barbara D. Kibbe

The Foundation Review

Client and consultant can have fundamentally different perspectives on the progress and success of a consulting engagement. This article explores the insights and lessons learned by a dozen professionals who have been on both sides of the equation in consulting to philanthropy.

There are occasions when client and consultant are well matched and value is created. But there are also cases where consultants are delivering a formulaic or hyperrational response into a very human system, or where the idiosyncrasies of foundation work prove barriers to positive results. Consultants have a critical role to play, and clients have a right to …

Shine A Light: The Role Of Consultants In Fostering A Learning Culture At Foundations, Jared Raynor, Ashley Blanchard, Marieke Spence

The Foundation Review

Noticeably absent on the list of reasons foundations cite for engaging consultants is learning – a particularly important attribute for foundations that grapple with complex issues in dynamic environments.

Consultants are particularly well positioned to help foundations in the learning process. They help organizations understand and create models and frameworks, implement strategies and mechanisms within them, overcome roadblocks to learning, and put them on a path toward a dynamic and sustainable learning culture.

This article proposes that being explicit about the value of fostering a learning culture in a foundation within the context of any consulting engagement will enable both …

Editorial, Kris Putnam-Walkerly

The Foundation Review

No abstract provided.

Understanding Philanthropy Consulting: A Tool To Identify The Roles And Capabilities Needed From External Support, Brian Leslie, Kelsey Noonan, Clint Nohavec

The Foundation Review

This article categorizes the distinct roles played by philanthropy consultants and presents a tool and framework for charitable foundations to identify and evaluate the roles and capabilities they need from those consultants.

The article categorizes seven capability areas, from strategy setting to talent development, that are core to all foundations. Then, it identifies trigger points within these capability areas that lead foundations to undertake projects that may require outside support. Third, the article maps the capabilities that foundations consider in determining whether and how to engage philanthropy consultants.

The resulting tool is scalable and broadly applicable, providing foundation staff and …

How To Implement A Funder-Supported Advocacy Effort And The Integral Role Of Policy Consultants, Deena Margolis, Leah Ersoylu

The Foundation Review

There has been growing recognition in the philanthropic field that public-policy engagement and advocacy are critical strategic investments to support social change. For those foundations that are new to advocacy or are contemplating adding this type of work to their portfolio, however, this can be a significant shift in how they do business.

Before a foundation engages in this type of work, it is critical that leadership and staff understand the role and potential impact of foundations in the advocacy and policy arenas, the practical considerations of how best to engage in advocacy and policy work, and the role of …

The Family Foundation Life Cycle And The Role Of Consultants, Melissa L. Nemon, Claudia J. Jacobs, Mary Phillips, Judy Sneath

The Foundation Review

The dynamics unique to family foundations, including a dedication to preserving a legacy and to sharing decision-making among family members, are often a significant influence on a foundation’s governance and operations and may extend to how their experiences with consultants differ from those of other foundations or nonprofits.

This article, which draws on a survey and interviews with family foundations asking why, when, and how they hire consultants, looks at common experiences that lead family foundations to seek external help and how these foundations can learn from the experiences of their peers.

This article introduces the Family Foundation Life Cycle …

Effective Consulting Partnerships To Philanthropy, Ellen Irie, Kim Ammann Howard, Ria Sengupta Bhatt, Naomi Orensten

The Foundation Review

This article explores the realm of partnerships among consultants who are supporting philanthropy, surfaces the forms those philanthropy-consulting partnerships take, and describes their benefits and inherent challenges. It also describes what foundations most need to know about initiating and supporting philanthropy-consulting partnerships.

Types of consulting partnerships are a function of the needs they address and the contexts in which they were initiated. A useful way of looking at consulting partnerships is according to their structure – whether the relationship with the client is primarily horizontal or vertical in nature. In a vertical structure, a client hires a consultant, who in …

Balancing Content And Process Expertise In The Practice Of Foundation Consulting, Chris Cardona

The Foundation Review

Despite foundations’ frequent recourse to consultants, little, if anything, has been written on the expertise required of foundation consultants and how they cultivate it. This article looks at the types of expertise that these consultants bring to their work and for which their clients hire them.

This expertise falls into three categories: process expertise, or what the consultant does with the client; content expertise, or what the grantmaker does; and hybrid expertise, consultant processes that are their own subject areas.

This article also offers examples of how content, process, and/or hybrid expertise might combine to address particular foundation needs, and …

Going Beyond Grantmaking: Using External Help To Extend A Foundation’S Core Competencies And Increase Its Impact, Gwen Walden,, Lauren Marra, Katrina Briddell

The Foundation Review

The drive to achieve impact beyond grantmaking represents a paradigm shift in the way foundations seek to make social change. By bringing to bear new resources and thinking, this shift has the potential to amplify the impact of the philanthropic sector. Consultants and other intermediaries have critical roles to play in extending and enhancing this impact.

This article explores the opportunities and challenges inherent in foundations’ efforts to go beyond grantmaking and examines how they can – and cannot – effectively use consultants and other intermediaries to enhance such efforts. It presents three cases: incubating and launching a new organization, …

Review Of The Social Profit Handbook: The Essential Guide To Setting Goals, Assessing Outcomes, And Achieving Success For Mission-Driven Organizations, Paul G. Putman

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

Lost Opportunities: The Underuse Of Tax Whistleblowers, Sarah J. Webber, Karie Davis-Nozemack

Accounting Faculty Publications

Legal literature on whistleblower programs often assumes an agency’s ability to effectively use a whistleblower tip. This article challenges that assumption in the context of tax enforcement by exposing the Internal Revenue Service’s dismal performance. The article uses Fourth Amendment jurisprudence, taxpayer privacy law, as well as whistleblower and tax enforcement literature to propose a new approach to using information from tax whistleblowers.

2014 San Diego Regional Climate Collaborative Annual Report, San Diego Regional Climate Collaborative

San Diego Regional Climate Collaborative

The San Diego Regional Climate Collaborative is a network for public agencies that serves the San Diego region to share expertise, leverage resources and advance comprehensive solutions to facilitate climate change planning. By partnering with academia, nonprofits, and businesses, the SDRCC also works to leverage the profile of regional leadeship. This is the 2014 San Diego Regional Climate Collaborative Annual Report .

Administrative Effectiveness And Public Administration Practice In Midwestern State Employment Agencies, Kathleen A. Frederick Dr.

2010-2016 Archived Posters

Researchers have examined the multiple dimensions of unemployment. Performance rates had declined significantly in a majority of CR 5 states in the 3-year period, 2007-2009. What was not known, however, was the effectiveness of the public administration practice in individual state employment agencies when addressing the economic crisis and rising unemployment. In this evaluative study, the effectiveness of each of 10 state employment agencies in the Central Region 5 of the U.S. Department of Labor Employment and Training Administration was investigated.

Assessing Organizational Data Culture To Create An Ideal Data Ecosystem, Lauren M. Leary

Capstone Collection

The year 2015 marks a critical turning point in the global development arena. The Millennium Development Goals galvanized support and collaboration across sectors and now the world is recalibrating focus to prepare for the final push with the forthcoming Sustainable Development Goal Framework. We are also in the midst of a data revolution that aims to hold governments and organizations accountable to these goals and to ultimately create synergy between systems and processes in an ever-globalizing world. This paper intends to prompt discussion and learning around organizational readiness and preparedness for these imminent changes. Drawing from best practices within the …

Individual Strength-Based Assessment For Adult Empowerment Ngos, Ashley T. Turner

MA IDS Thesis Projects

The purpose of this culminating comprehensive project is to advise adult empowerment focused NGOs on the importance of identifying and leveraging the strengths of the individuals they serve. Given the evidence that all individuals innately have strengths, it is important to be aware of them in order to properly engage such assets. Character strengths are studied in this paper as one of the main pillars in the field of positive psychology. This culminating comprehensive project reviews the literature on positive psychology to best understand how empowerment can be achieved. Accompanying this research is a sample resource guide that was designed …

Models Of Faith: The Role Of Faith-Based Organizations In International Development, Mara Hochberg-Miller

MA IDS Thesis Projects

Faith-based organizations make up a large percentage of organizations doing development work both domestically and internationally. Faith-based development organizations (FBDOs) can be successful because they have spiritual drive to work for the social good, and large religious organizations to support them. However, not all FBDOs practice good development, and in the past many of them have undertaken development projects that proved to be damaging and detrimental to the host communities. The purpose of this research is to explore how different FBDOs conceptualize and operationalize their faith while doing development work abroad. Through exploring different models of faith-based development and analyzing …

An Evaluation Of The Effectiveness Of The Use Of Social Media By United Way Of Westchester And Putnam, Dian Xi, Ziyun Gao

Master in Public Administration Theses

No abstract provided.