Business Commons^™

Developing A Master Data Sharing Agreement: Seeking Student-Level Evidence To Support A Collaborative Community Effort In Education, Neil E. Carlson, Edwin Hernández, Chaná Edmond-Verley, Gustavo Rotondaro, Eleibny Feliz-Santana, Susan Heynig

The Foundation Review

· A private foundation, a public school system, and a state university joined forces to address a difficult, long-standing challenge: closing the academic achievement gap between urban and suburban students.

· All parties agreed that sharing of longitudinal, student-level data was required to drive and evaluate multiple efforts to close the gap, but significant technical, regulatory, and political obstacles stood in the way.

· The parties worked through multiple challenges and forged a Master Data Sharing Agreement (MDSA) that will facilitate both daily intelligence for program staff and powerful post-hoc research capacity.

· This MDSA text has been released online …

The Education Collaboration Fund: Possibilities And Limitations Of Pooled Funds, Lisa Philp

The Foundation Review

· Raising money for a pooled fund is time consuming and requires expertise with the funding topic and the target audience. Yet the process of shopping around a pooled fund or collaborative concept can be valuable in its own right, even if most do not participate.

· Shared interest around a topic or community is a necessary but insufficient reason for participating in a pooled fund. A pooled fund provides an opportunity for individuals and family foundations to learn and grow as donors.

· Someone with passion, organizational skills, and persistence needs to drive the process forward or it will …

The Family Difference? Exploring The Congruence In Grant Distribution Patterns Between Family And Independent Foundations, Jasmine Mcginnis, Shena Ashley

The Foundation Review

· Using a broad group of family and independent foundations from a representative sample of Georgia foundations, the authors examined differences in giving patterns between family and independent foundations.

· Findings confirm the result of previous work that studied large foundations.

· There are no substantial differences between family and independent foundations’ preferences even when controlling for a nonprofit’s location and size.

· These findings are relevant for discussions about the role of non-family members on boards.

What Is A Family Foundation?, Michael Moody, Allison Lugo Knapp, Marlene Corrado

The Foundation Review

· Family foundations are important institutions, making up a significant portion of the foundation universe and having both local and global impact. Yet we have no shared definition of this diverse and evolving category. Clarifying the definition will help challenge persistent misconceptions, get perspective on the diversity, and improve foundations’ understanding of their own family dimensions.

· This article surveys the different definitions of family foundation that are, and have been, used by key organizations in the field and by researchers. It also reviews examples of the variations and complicating factors that make answering the title question difficult.

· A …

I'M Not Rockefeller: Implications For Major Foundations Seeking To Engage Ultra- High-Net-Worth Donors, Katherina M. Rosqueta, Kathleen Noonan, Miriam Shark

The Foundation Review

· This article describes how a group of 33 ultrahigh- net-worth philanthropists (UHNWPs) approach their giving.

· A few key areas dominated their giving priorities: education; health; poverty and social welfare; and children/youth initiatives each were a priority for more than a quarter of participants – with education expressed as an interest of 55 percent.

· A third of the 24 who responded to the question spent less than 10 percent of their full working time devoted to philanthropy, and 13 dedicated less than 20 percent of their working time.

· UHNWPs view their peers as their most trusted information …

A Hedgehog Moment: The Roles And Pitfalls Of Strategic Philanthropy For Family Foundations And Donors: Book Review, Charles H. Hamilton

The Foundation Review

No abstract provided.

Is The Policy Win All? A Framework For Effective Social-Justice Advocacy, Barbara Klugman

The Foundation Review

· This article offers a theory-of-change framework to help those engaged in social-justice advocacy to reflect on whether social-justice values are being retained in the process.

· A reproductive rights effort in South Africa provides an example of how social justice values can be lost in the advocacy process.

· The failure to sustain work on the ground pointed to the need to maintain a base of support even after a policy victory.

· Strategies must be revisited as social and political contexts change.

· One of the critical social-justice values that supports the establishment and maintenance of alliances is …

Leadership Development In The Social Sector: A Framework For Supporting Strategic Investments, Grady Mcgonagill, Claire Reinelt

The Foundation Review

· While much of the research on leadership and leadership development has historically studied private sector settings, recent work has begun to build knowledge about leaders in public and community settings.

· New models of leadership, including collective leadership, are being developed and implemented by foundations.

· A framework for identifying the level of intervention (individual, team, organization, network, or system) and the level of impact (individual, team, organization, community, or field of policy and practice) is proposed as a tool for more strategic investing in leadership development.

Challenges And Strategies For Family Foundations With Geographically Dispersed Board Members, Melanie A. Mckitrick, Deborah Hirt

The Foundation Review

· This article, based on interviews with leaders of 10 family foundations, investigates the impact of geographic dispersion on governance, administration, decision making, and grantmaking activities.

· The greatest challenges for family foundations with dispersed boards involve assembling an appropriate staff, ensuring strong communication between staff and board members, and focusing the organization’s mission. Maintaining family board member interest in the foundation’s geographic area and bridging and strengthening ties between generations were also concerns.

· In order to maintain family legacies, all case-study foundations found unique ways to overcome challenges and were deliberate in ensuring that board members stayed actively …

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

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.

Beyond The Veneer Of Strategic Philanthropy, Patricia Patrizi, Elizabeth Heid Thompson

The Foundation Review

· “Strategic philanthropy” has become a dominant theme among foundations in the past few decades.

· While many foundations have developed strategic plans, few have made the internal changes necessary to actually behave strategically.

· Four challenges to strategic philanthropy are identified, including strategies developed in isolation from grantees that execute them and misaligned foundation structures, processes, and cultures that do not support strategic endeavors.

· In order to get beyond the veneer of strategic philanthropy, foundation leaders need to be clearer about their own role in creating change, develop the strategic capacities to do so, and then apply those …

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 …

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 …

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 …

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 …

Achieving Foundation Accountability And Transparency: Lessons From The Robert Wood Johnson Foundation’S Scorecard, David C. Colby, Nancy W. Fishman, Sarah G. Pickell

The Foundation Review

· The purpose of this article is to help foundations in their accountability and transparency efforts by sharing lessons from one foundation’s journey to develop a scorecard.

· A commitment to funding and sharing the results from rigorous evaluations set the tone for Robert Wood Johnson Foundation (RWJF) accountability.

· The Scorecard is a powerful tool for RWJF to set goals, track organizational effectiveness, and motivate responses to shortcomings.

· Foundations can tailor their scorecard to include what best serves their needs.

· With its Scorecard, RWJF found that comparative and quantitative measures are the most powerful forces to motivate …

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 …

Editorial, Michael Moody

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

Next-Generation Philanthropy: Examining A Next-Generation Jewish Philanthropic Network, Stephanie Lerner

The Foundation Review

· As a result of mobility, philanthropy among a Millennial group of Jewish donors is becoming divorced from the communities in which their parents live.

· This group’s members generally perceive themselves as thinking and acting more strategically than past generations. They expect philanthropic organizations to operate with increased transparency, and those entities will need to adapt to these expectations in order to thrive.

· The characteristics that define the Millennial generation – open-mindedness, a desire for meaningful employment and philanthropic activity, technological adeptness, innovation – are changing philanthropy.

· Despite those changes, philanthropic priorities among families remain substantially constant …

Executive Summaries

The Foundation Review

No abstract provided.

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, Teresa R. Behrens

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

Speak Your Peace: A Communications Strategy For Changing Community Culture, Douglas Easterling, Holly C. Sampson, Beth Probst

The Foundation Review

· Strategic communications can play a crucial role in advancing tangible community-wide impacts.

· “Speak Your Peace: The Civility Project” (SYP) was developed by The Duluth Superior Area Community Foundation and the Millennium Group to improve the civility of public discourse, under the premise that this would strengthen community decision making, expand civic engagement, and increase residents’ interest in elected office.

· The SYP campaign promotes nine principles (or “tools”) adapted from Forni’s book Choosing Civility (e.g., pay attention, take responsibility, apologize, give constructive criticism).

· City councils, county commissions, and school boards in the region adopted the nine tools …

Going Deeper: Can Investigative Reporters Add Value To Assessment And Evaluation?, Larry Meyer

The Foundation Review

· The John S. and James L. Knight Foundation supplemented its standard evaluation approach by engaging professional journalists to elaborate on evaluation findings.

· The resulting reports are more direct, even critical, than any prior Knight Foundation attempt to evaluate and assess.

· It produced deeper looks into the intent and outcome of major initiatives, analyzing and addressing flaws in the theories of change underlying initiatives.

· The goal of reaching external audiences was not achieved.

Factors Influencing Donor Partnership Effectiveness, Danièle St-Pierre, Lisa Burley

The Foundation Review

· The International Development Research Centre (IDRC) produced six case studies on jointly funded programs related to the environment, global health, and information technologies in developing regions around the world.

· A two-dimensional tool probing eight factors that influence donor (funder) partnership performance and interinstitutional communication was developed and used in conjunction with a Partnering Process Model to guide the preparation of the case studies.

· The case studies demonstrated that communication is important externally, that is, among donor partners, and internally, that is, within the various divisions of IDRC. With the use of this tool, it was possible to …

Leveraging Grant-Making—Part 2: Aligning Programmatic Approaches With Complex System Dynamics, David Peter Stroh, Kathleen A. Zurcher

The Foundation Review

· The purpose of this two-part article is to enable foundations to increase the leverage of their grantmaking resources by working effectively with the dynamics of complex social systems.

· This article examines how foundations can align planning, implementation, and evaluation efforts with the behavior of the social systems they seek to improve.

· Asking powerful questions of staff, board, grantees, and other stakeholders helps to transform how they think about their goals and strategies.

· In addition to using the power of questioning, foundations function more systemically by suspending their assumptions about their effectiveness and what is possible, creating …