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Donor-Advised Funds And Impact Investing: A Practitioner’S View – With 2024 Prologue, Sam Marks

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.

Any discussion of foundations embracing impact investing must include some discussion of one of the largest — and growing — sources of philanthropic capital: donor-advised funds. These philanthropic accounts allow donors of all sizes to access many of the functions of a private foundation, including the potential to invest for impact. Sponsors of these funds, however, face unique challenges in catalyzing impact investments.

Like the larger institutional foundations that have led the way as mission investors, sponsors must …

Emergent Learning: A Framework For Whole-System Strategy, Learning, And Adaptation – With 2024 Prologue, Marilyn J. Darling, Jillaine S. Smith, James E. M. Stiles, Heidi Sparkes Guber

The Foundation Review

Editor’s Note: This article, first published in print and online in 2016, has been republished by The Foundation Review with minor updates.

The field of philanthropy is exploring what it takes to achieve impact in complex environments. The terms “adaptive” and “emergent” are beginning to be used, often interchangeably, to describe strategies by which funders can tackle complexity. This article proposes distinguishing between the two and explores more deeply how the research into complexity can inform philanthropic practice.

While approaches like systems mapping, scenario planning, and appreciative inquiry have been put forward as useful approaches to expanding perspectives and seeing …

Executive Summaries

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

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 …

Tfr 16.1 Full Issue

The Foundation Review

No abstract provided.

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 …

Systems Thinking For Social Change: A Practical Guide To Solving Complex Problems, Avoiding Unintended Consequences, And Achieving Lasting Results, Hilda Vega

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.

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 …

The Soft Stuff Doesn’T Have To Be Hard: Foundation Investments In Grantee Workers Are Necessary, Valuable, And Measurable – With 2024 Prologue, Rusty M. Stahl

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.

There is an urgent need for funder investments in the ability of grantee nonprofit organizations to support their staff. Such investments, when done well, can yield significant value for individuals, organizations, and fields of work or movements. Furthermore, the value of these investments can be evaluated and communicated.

This article explores the reasons for and implications of the inadequate response by funders, offers a path forward for designing investments in grantee staff, and documents how funders can capture …

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 …

Policy Design For Biodiversity: How Problem Conception Drift Undermines "Fit-For-Purpose" Peatland Conservation, Benjamin Cashore, Ishani Mukherjee, Altaf Virani, Lahiru S. Wijedasa

Research Collection School of Social Sciences

For over two decades, scientists have documented the alarming decline of global Peatland ecosystems, regarded as the planet’s most crucial carbon sinks. The deterioration of these unique wetlands alongside their policy attention presents a puzzle for policy scientists and for students of anticipatory policy design. Two contrasting explanations have emerged. Some argue that pressures from economic globalization compel governments to relax environmental standards, while others point to deficiencies in policy design and implementation. Our paper applies Cashore’s Four Problem Types framework to assess a more nuanced explanation: that failure of global and local policies to curb ecosystem degradation is owing …

Creating Synthetic Energy Meter Data Using Conditional Diffusion And Building Metadata, Chun Fu, Hussain Kazmi, Matias Quintana, Clayton Miller

Research Collection College of Integrative Studies

Advances in machine learning and increased computational power have driven progress in energy-related research. However, limited access to private energy data from buildings hinders traditional regression models relying on historical data. While generative models offer a solution, previous studies have primarily focused on short-term generation periods (e.g., daily profiles) and a limited number of meters. Thus, the study proposes a conditional diffusion model for generating high-quality synthetic energy data using relevant metadata. Using a dataset comprising 1,828 power meters from various buildings and countries, this model is compared with traditional methods like Conditional Generative Adversarial Networks (CGAN) and Conditional Variational …

The Employment Situation Of Veterans: May 2024, Institute For Veterans And Military Families At Syracuse University

Institute for Veterans and Military Families

In May 2024, overall employment increased by 272,000 with a stable unemployment rate of 4.0%. Employment gains were notable in health care, government, leisure and hospitality, and professional services. Unemployment rates among veterans varied by age and demographic groups, showing disparities compared to nonveterans, such as higher rates among veterans aged 25-34 and lower rates among veterans aged 18-24 compared to their nonveteran peers.

Water Management And Conservation In India Fostering Water Justice: Arguing For Adopting Just Sustainability In Water Governance, Gayathri D Naik Dr, Sanjay Shenoi P

Articles

The water sector is characterised by everyday water injustices where factors like social discrimination, economic disparities, and political preferences influence the determination of water resource access, allocation, and management. The increasing anthropogenic impacts on water resources and consequent threats to sustainability add to the water injustices, often impacting the poorer, socially downtrodden communities that bear the brunt of water scarcity and cannot afford alternatives. The current water governance patterns, prioritising equality over equity, fail to address the issues of water injustices created by social, political, and economic factors in water management and sideline the ecological impacts on water resources. Moving …

Network-Based Representations And Dynamic Discrete Choice Models For Multiple Discrete Choice Analysis, Huy Hung Tran, Tien Mai

Research Collection School Of Computing and Information Systems

In many choice modeling applications, consumer demand is frequently characterized as multiple discrete, which means that consumer choose multiple items simultaneously. The analysis and prediction of consumer behavior in multiple discrete choice situations pose several challenges. In this paper, to address this, we propose a random utility maximization (RUM) based model that considers each subset of choice alternatives as a composite alternative, where individuals choose a subset according to the RUM framework. While this approach offers a natural and intuitive modeling approach for multiple-choice analysis, the large number of subsets of choices in the formulation makes its estimation and application …

Latin American Trans-Ancestry Initiative For Ocd Genomics (Latino): Study Protocol, James J Crowley, Carolina Cappi, Marcos E Ochoa-Panaifo, Renee M Frederick, Minjee Kook, Andrew D Wiese, Diana Rancourt, Elizabeth G Atkinson, Paola Giusti-Rodriguez, Jacey L Anderberg, Latin American Trans‐Ancestry Initiative For Ocd Genomics, Brazilian Obsessive‐Compulsive Spectrum Disorder Working Group, Jonathan S Abramowitz, Victor R Adorno, Cinthia Aguirre, Gilberto S Alves, Gustavo S Alves, Naeshia Ancalade, Alejandro A Arellano Espinosa, Paul D Arnold, Daphne M Ayton, Izabela G Barbosa, Laura Marcela Barón Castano, Cynthia N Barrera, María Celeste Berardo, Dayan Berrones, John R Best, Tim B Bigdeli, Christie L Burton, Joseph D Buxbaum, Jennifer L Callahan, Maria Cecília B Carneiro, Sandra L Cepeda, Evelyn Chazelle, Jessica M Chire, Macarena Churruca Munoz, Pamela Claisse Quiroz, Journa Cobite, Jonathan S Comer, Daniel L Costa, Jennifer Crosbie, Victor O Cruz, Guillermo Dager, Luisa F Daza, Anabel De La Rosa-Gómez, Daniela Del Río, Fernanda Z Delage, Carolina B Dreher, Lucila Fay, Tomas Fazio, Ygor A Ferrão, Gabriela M Ferreira, Edith G Figueroa, Leonardo F Fontenelle, Diego A Forero, Daniele T H Fragoso, Bharathi S Gadad, Sheldon R Garrison, Andres González, Laura D Gonzalez, Marco A González, Polaris Gonzalez-Barrios, Wayne K Goodman, Dorothy E Grice, Jerry Guintivano, Daniel G Guttfreund, Andrew G Guzick, Matthew W Halvorsen, Joseph D Hovey, Hailiang Huang, Jonathan Irreño-Sotomonte, Reinhard Janssen-Aguilar, Matias Jensen, Alexandra Z Jimenez Reynolds, Joali Alexandra Juárez Lujambio, Nasim Khalfe, Madison A Knutsen, Caleb Lack, Nuria Lanzagorta, Monicke O Lima, Melanie O Longhurst, David A Lozada Martinez, Elba S Luna, Andrea H Marques, Molly S Martinez, Maria De Los Angeles Matos, Caitlyn E Maye, Joseph F Mcguire, Gabriela Menezes, Charlene Minaya, Tomás Miño, Sara M Mithani, Circe Montes De Oca, Alonso Morales-Rivero, Maria E Moreira-De-Oliveira, Olivia J Morris, Sandra I Muñoz, Zainab Naqqash, Ambar A Núñez Bracho, Belinda E Núñez Bracho, Maria Corina Ochoa Rojas, Luis A Olavarria Castaman, Trinidad Olivos Balmaceda, Iliana Ortega, Darpan I Patel, Ainsley K Patrick, Mariel Paz Y Mino, Jose L Perales Orellana, Bárbara Perdigão Stumpf, Tamara Peregrina, Tania Pérez Duarte, Kelly L Piacsek, Maritza Placencia, María Belén Prieto, Lucas C Quarantini, Yana Quarantini-Alvim, Renato T Ramos, Iaroslava C Ramos, Vanessa R Ramos, Kesley A Ramsey, Elise V Ray, Margaret A Richter, Bradley C Riemann, Juan C Rivas, Maria C Rosario, Camilo J Ruggero, Angel A Ruiz-Chow, Alejandra Ruiz-Velasco, Melisa N Sagarnaga, Aline S Sampaio, Leonardo C Saraiva, Russell J Schachar, Sophie C Schneider, Ethan J Schweissing, Laura D Seligman, Roseli G Shavitt, Keaton J Soileau, S Evelyn Stewart, Shaina B Storch, Emily R Strouphauer, Vissente Tapia Cuevas, Kiara R Timpano, Beatriz Treviño-De La Garza, Alexie Vallejo-Silva, Javier Vargas-Medrano, María I Vásquez, Guadalupe Vidal Martinez, Saira A Weinzimmer, Mauricio A Yanez, Gwyneth Zai, Lina M Zapata-Restrepo, Luz M Zappa, Raquel M Zepeda-Burgos, Anthony W Zoghbi, Euripedes C Miguel, Carolyn I Rodriguez, Mayra C Martinez Mallen, Pablo R Moya, Tania Borda, María Beatriz Moyano, Manuel Mattheisen, Stacey Pereira, Gabriel Lázaro-Muñoz, Karen G Martinez-Gonzalez, Michele T Pato, Humberto Nicolini, Eric A Storch

Center for Medical Ethics and Health Policy Staff Publications

Obsessive-compulsive disorder (OCD) is a debilitating psychiatric disorder. Worldwide, its prevalence is ~2% and its etiology is mostly unknown. Identifying biological factors contributing to OCD will elucidate underlying mechanisms and might contribute to improved treatment outcomes. Genomic studies of OCD are beginning to reveal long-sought risk loci, but >95% of the cases currently in analysis are of homogenous European ancestry. If not addressed, this Eurocentric bias will result in OCD genomic findings being more accurate for individuals of European ancestry than other ancestries, thereby contributing to health disparities in potential future applications of genomics. In this study protocol paper, we …

Contextual Factors Influencing The Association Between The Affordable Care Act’S Medicaid Expansion And Veteran Va-Medicaid Dual Enrollment, Patrick N O'Mahen, Chase S Eck, Cheng Rebecca Jiang, Laura A Petersen

Center for Medical Ethics and Health Policy Staff Publications

Objective: To evaluate changes in dual enrollment after Affordable Care Act Medicaid expansion by VA priority group, (e.g., service connection), sex, and type of state expansion.

Study setting: Our cohort was all Veterans ages 18-64 enrolled in VA and eligible for benefits due to military service-connection or low income from 2011 to 2016; the unit of analysis was person-year.

Study design: Difference-in-difference and event-study analysis. The outcome was dual VA-Medicaid enrollment for at least 1 month annually. Medicaid expansion, VA priority status, whether a state expanded by a Section 1115 waiver, and sex were independent variables. We controlled for race, …

Fpdr And Portland: A Concerned Accountant's Perspective, Noah Roth

University Honors Theses

Established in 1942, the Fire and Police Disability and Retirement (FPDR) fund was intended to attract young men to serve as firefighters and police officers in the city of Portland. FPDR provides defined benefit retirement payments to some 2000 retirees from Portland Fire and Rescue and the Portland Police Bureau. Portlanders are obligated to pay these benefits through a property tax levy determined by the proprietors of the Fund itself. The overall liability owed to these retirees, and current employees, accounts for more than half of all liabilities owed by the city of Portland, representing a fiscal burden that calls …

Future Sandy: A Multimodal Transportation Plan, Afroza Hossain Misty, Anchal Erachankandy Cheruvari, Holly Querin, Katelyn Dendas, Symeon Walker

Master of Urban and Regional Planning Workshop Projects

Coming soon.

Gathering Gardens: Identifying Land For Community Gardens In Portland, Aswatha Raghunathasami, Gail Chastain, Alan De Anda-Hall, Tyler Smith, Elias Peters

Master of Urban and Regional Planning Workshop Projects

The project’s ultimate goal was to create at least 5 new community garden sites in the city of Portland for people to grow their own culturally relevant foods. To focus on parts of the city with some of the highest equity and food security needs, Agate chose to narrow the project scope to neighborhood areas located east of SE 57th Ave. Through direct engagement with the community, the team developed a site inventory for new potential community garden locations, as well as recommendations for optimal garden management, inclusion, and longevity. The community gardens are expected to be established by APANO …

Phase Ii Study Of Ulixertinib In Children And Young Adults With Tumors Harboring Activating Mitogen-Activated Protein Kinase Pathway Alterations: Apec1621j Of The National Cancer Institute-Children's Oncology Group Pediatric Match Trial, Kieuhoa T Vo, Amit J Sabnis, P Mickey Williams, Sinchita Roy-Chowdhuri, David R Patton, Brent Coffey, Joel M Reid, Jin Piao, Lauren Saguilig, Todd A Alonzo, Stacey L Berg, Alok Jaju, Elizabeth Fox, Brenda J Weigel, Douglas S Hawkins, Margaret M Mooney, Naoko Takebe, James V Tricoli, Katherine A Janeway, Nita L Seibel, D Williams Parsons

Center for Medical Ethics and Health Policy Staff Publications

Purpose: The National Cancer Institute-Children's Oncology Group (NCI-COG) Pediatric MATCH trial assigns patients age 1-21 years with refractory malignancies to phase II treatment arms of molecularly targeted therapies on the basis of genetic alterations detected in their tumor. Patients with activating alterations in the mitogen-activated protein kinase pathway were treated with ulixertinib, an extracellular signal-regulated kinase (ERK)1/2 inhibitor.

Methods: As there were no previous pediatric data, ulixertinib was initially tested in a dose escalation cohort to establish the recommended phase II dose (RP2D) before proceeding to the phase II cohort. Ulixertinib was administered at 260 mg/m2/dose orally twice a day …

Fresno County Afterschool Transportation Education, Christian Wandeler, Felipe Mercado

Mineta Transportation Institute

Transportation is a critical infrastructure, and K–12 students benefit from understanding the industry and how it impacts their lives. This comprehensive report investigates the landscape of transportation education via the lens of the Madera Unified School District's afterschool programs, thus highlighting its crucial role in shaping the futures of students and, consequently, society. It further explores the substantial enhancements in learning, career readiness, and societal awareness that can be achieved through the strategic incorporation of transportation concepts into K–12 education, augmented by the support of afterschool programs and online educational technologies. The study tackles challenges and explores ways to make …

K-12 School Shootings: A Visualization Throughout History, Elizabeth T. Garrison

Dissertations, Theses, and Capstone Projects

School shootings have been a persistent problem in America for many years, causing enormous grief and loss. This project represents this critical issue through the use of data visualizations to provide a better understanding of the occurrence and spread of school shootings from 1966 to 2023. With the overarching goal of improving awareness and responses to K-12 school shootings, this project is aimed at educators, policymakers, and researchers involved in school safety and violence prevention.

This project can be viewed at https://schoolshooting.commons.gc.cuny.edu/

Examining Book Banning Trends In The U.S., Amanda D. Filchock

Dissertations, Theses, and Capstone Projects

This capstone project is a web application for users to explore book banning trends across the United States. It is intended to serve as a resource for students, parents, educators, librarians, and authors who are interested in understanding the ways that book banning attempts have changed between 2021-2023 in the United States. These audiences will be able to interact with data visualizations to inform their own research and deepen their understanding of this current topic. Interactive features include: the ability to search by the title or author of a book to learn where, when, why, and by whom the book …

Evaluating Climate Sentiment In Sec 10-K Filings: S&P 50 Companies, Ruby Chu

Dissertations, Theses, and Capstone Projects

Evaluating Climate Sentiment in SEC 10-K Filings: S&P 50 Companies investigates how climate sentiment is portrayed in corporate financial reporting, focusing on SEC 10-K filings from leading S&P 50 companies. These filings offer detailed insights into financial performance, risks, and management discussions, providing a rich dataset for analyzing corporate behaviors with sustainability and environmental concerns. This study aims to shed light on the extent to which companies address environmental issues and the implications for environmental stewardship by analyzing how these topics are portrayed in their SEC 10-K filings. Drawing inspiration from established greenwashing indicator frameworks, the study develops a climate …

Understanding Tax Progressivity As A Mechanism Of Gender Difference In Tax Payment Patterns And Post-Tax Income, Morgan A. Richards-Melamdir

Dissertations, Theses, and Capstone Projects

Gender difference in taxation is generally understudied. However, existing scholarship, largely country case studies, suggests men pay higher tax rates where income tax progressivity is higher, due to their higher average income. Men’s higher rates should then increase gender equality in income post-tax. However, many rich countries reduced income tax progressivity starting in the 1980s-90s during “taxing for economic growth” reforms, including over half of the high income countries included in this study. These changes have previously unexplored implications for the extent to which the current (versus past) tax systems of rich countries reduce, leave unaffected, or compound gender disparities …

Essays In Applied Microeconomics, Ege Aksu

Dissertations, Theses, and Capstone Projects

This dissertation consists of two chapters that investigate the effect of public health policies on health outcomes.

The first chapter evaluates the impact of the extensive health care reforms enacted between 2003–2013 under the Health Transformation Program (HTP) in Turkey on maternal and infant health outcomes for the poor. By focusing on a specific insurance program (Green Card) expansion that was a part of HTP, I explore changes in infant survival, fertility, and children’s vaccination status. Before 2004, all public health insurance beneficiaries (the control group) were covered for outpatient services, including prenatal and postnatal doctor visits, gestational diabetes screenings, …

Understanding The Knowledge Production Function Of The United Nations: The Case Of The Sahel Crisis, Hussein E. Elshaar

Dissertations, Theses, and Capstone Projects

This thesis aims to test the argument that the UN knowledge production on the situation in the Sahel region is internally consistent and externally valid with the knowledge produced by other entities beyond the UN, including academia and think tanks. The thesis analyzed external studies by scholars and research and academic institutions as well as UN knowledge production, mainly the UN strategic frameworks and the reports of the Secretary-General on the Sahel. The study followed an analytical framework that sought to answer specific questions about how these studies, frameworks, and reports frame the conflict in the Sahel, and what root …

Why Does The Cost Of Employer-Sponsored Coverage Keep Rising?, Salpy Kanimian, Vivian Ho

Center for Medical Ethics and Health Policy Staff Publications

Over the past 25 years, the gap between the increase in health insurance costs and workers' wages has significantly expanded. This trend has led to significant concerns about healthcare affordability, with surveys revealing conflicting opinions regarding whether hospitals or health insurance companies bear the blame for escalating costs. To better understand these dynamics, we examined consumer price indices for health insurance, hospital services, and professional services from 2006 to 2023 using Bureau of Labor Statistics data. Our analysis shows that the hospital price index rose steadily between 2006 and 2023, faster than insurance premiums or professional services. To examine whether …