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Executive Summary Jun 2018

Executive Summary

The Foundation Review

No abstract provided.


Front Matter Jun 2018

Front Matter

The Foundation Review

No abstract provided.


Partner-Centered Evaluation Capacity Building: Findings From A Corporate Social Impact Initiative, Lisa Frantzen, Julie Solomon, Laura Hollod Jun 2018

Partner-Centered Evaluation Capacity Building: Findings From A Corporate Social Impact Initiative, Lisa Frantzen, Julie Solomon, Laura Hollod

The Foundation Review

Funders can play a proactive role in helping to fill the gap between funders’ expectations and nonprofits’ ability to evaluate grant results. Using a partner-centered design, Johnson & Johnson piloted an evaluation capacity-building initiative that supported eight grantees in strengthening their ability to measure and use findings concerning health-related outcomes, by focusing on key evaluation challenges identified by the grantees.

Grantees’ approaches to capacity building naturally grouped around the areas of evaluation- framework development, data-systems strengthening, and staff training. Through individualized projects, grantees increased their ability to both do and use evaluation.

This article describes the design, implementation, and results …


Less Is More: How Grantmakers Are Using Simple Financial Metrics, Hilda H. Polanco, Luther K. Snow Jun 2018

Less Is More: How Grantmakers Are Using Simple Financial Metrics, Hilda H. Polanco, Luther K. Snow

The Foundation Review

This article explores how the Financial Health Analysis Tool can bridge the gap between the capacity of grantmakers to conduct financial analysis and the need to incorporate financial considerations into both grantmaking and ongoing engagement with grantees.

The tool presents four years of key financial indicators in graphs and charts that create a kind of dashboard of a nonprofit's financial health over time. This small set of simple metrics highlights patterns and trends that can help grantmakers and nonprofits see how the financial management of an organization is advancing its mission and strategy.

Using a series of interviews with a …


Developmental Evaluation Of A Collective Impact Initiative: Insights For Foundations, Glenn Landers, Kelci Price, Karen Minyard Jun 2018

Developmental Evaluation Of A Collective Impact Initiative: Insights For Foundations, Glenn Landers, Kelci Price, Karen Minyard

The Foundation Review

The 2011 publication of John Kania and Mark Kramer’s influential paper, "Collective Impact," caught the attention of organizations across sectors, including nonprofit organizations and philanthropies. The Colorado Health Foundation was one of the organizations that saw the potential of collective impact to help tackle the state's complex, systems-level health issues.

This article describes a collective impact initiative and the role that developmental evaluation – and a realist framework – played in aiding both the initiative’s steering committee and the Colorado Health Foundation in making decisions about the initiative's accomplishments and future.

The article highlights the developmental evaluation approach, how that …


Unpacking The Role Of Data In Philanthropy: Prospects For An Integrated Framework, R. Patrick Bixler, Marisa Zappone, Lin Rui Li, Samer Atshan Jun 2018

Unpacking The Role Of Data In Philanthropy: Prospects For An Integrated Framework, R. Patrick Bixler, Marisa Zappone, Lin Rui Li, Samer Atshan

The Foundation Review

This article reports qualitative research that explores the role of data in philanthropy and proposes an integrated framework. Interviews with charitable foundations in central Texas, including members of a regional evaluation and learning collaborative, reveal an orientation toward data that is becoming increasingly institutionalized.

The research suggests that data are generated and used in a multiplicity of ways, including identifying populations and geographies in need of investment, informing funding decisions for service delivery as well as policy research and advocacy; evaluation and learning; and measuring community impact.

This article discusses these thematic findings, notes specific practices, and presents six principles …


Back Matter Jun 2018

Back Matter

The Foundation Review

No abstract provided.


Full Issue Jun 2018

Full Issue

The Foundation Review

No abstract provided.


Foundation Transparency: Opacity — It’S Complicated, Robert J. Reid Mar 2018

Foundation Transparency: Opacity — It’S Complicated, Robert J. Reid

The Foundation Review

The perception that private foundations lack accountability has led to calls for greater transparency. The literature, however, suggests that transparency is neither a panacea nor achieved without cost, and that its positive influence on the conduct of philanthropy may be less than straightforward.

This article seeks to examine transparent and opaque practice in private philanthropy, studying the literature as well as findings from interviews with foundation staff, trustees, and grantees that sought answers to two relevant questions: Does opacity exist in private philanthropy? Have foundations and grantees developed strategies for overcoming challenges related to opacity?

U.S. tax law affords private …


Editorial, Teri Behrens Mar 2018

Editorial, Teri Behrens

The Foundation Review

No abstract provided.


Review -- Design Thinking For The Greater Good: Innovation In The Social Sector, Brenda Sipe Mar 2018

Review -- Design Thinking For The Greater Good: Innovation In The Social Sector, Brenda Sipe

The Foundation Review

No abstract provided.


Executive Summaries Mar 2018

Executive Summaries

The Foundation Review

No abstract provided.


Front Matter Mar 2018

Front Matter

The Foundation Review

No abstract provided.


Aligning Evaluation And Strategy With The Mission Of A Community-Focused Foundation, Claudio Balestri Mar 2018

Aligning Evaluation And Strategy With The Mission Of A Community-Focused Foundation, Claudio Balestri

The Foundation Review

Foundations are commonly recognized as having a comparative advantage in supporting forward-looking projects and programs. In this sense, the long term represents the natural horizon in which the foundations are called to fulfill their mission to plan and develop philanthropic activities and, therefore, the time reference for assessing results.

When a mission is focused more on improving the quality of life in a specific community than on addressing a specific social problem, evaluation of outcomes becomes more challenging. While available methods can provide valuable support to measuring the impact of a foundation’s specific program, they are unlikely to provide an …


Family Foundation Development In China: Two Case Studies, Shuang Lu, Chien-Chung Huang Mar 2018

Family Foundation Development In China: Two Case Studies, Shuang Lu, Chien-Chung Huang

The Foundation Review

Amid the accumulation of private wealth in China, family foundations have begun to emerge in recent decades. Little research, however, has explored this nascent phenomenon. This article examines the development of two Chinese family foundations — the Lao Niu Foundation and the Lu Jiaxiang Foundation — using document analyses and semi-structured interviews with foundation leaders.

While detailed data on program effectiveness and efficiency is lacking because of underdeveloped methods of evaluation, it is evident that both foundations have generated positive impacts on social development despite an overall lack of support for the foundation sector from Chinese government policy.

The case …


Becoming Strategic: Finding Leverage Over The Social And Economic Determinants Of Health, Douglas Easterling, Laura Mcduffee Mar 2018

Becoming Strategic: Finding Leverage Over The Social And Economic Determinants Of Health, Douglas Easterling, Laura Mcduffee

The Foundation Review

While a number of observers have offered advice to foundations on how to be more effective with the implementation, evaluation, and adaptation of their strategies, there is little guidance on how foundations should go about designing their strategies.

This study fills that gap by analyzing the strategic thinking of health conversion foundations when they determined how they would address various social determinants of health. Based on interviews conducted with the leaders of 33 foundations across the U.S., we identified four strategic pathways: expanding and improving relevant services, creating more effective systems, changing policy, and encouraging more equitable power structures.

In …


Back Matter Mar 2018

Back Matter

The Foundation Review

No abstract provided.


Pci: A Reflective Evaluation Framework For Systems Change, Beverly A. Parsons, Huilan Krenn Mar 2018

Pci: A Reflective Evaluation Framework For Systems Change, Beverly A. Parsons, Huilan Krenn

The Foundation Review

Systemic change involves deep shifts in social norms, beliefs, power, and privilege — and seldom, if ever, follows a straightforward, predictable path. Such change also requires incremental, long-term action and evaluation. To better support systemic change, how might a foundation reframe its approach to evaluation?

This article explores the interconnected dimensions of the PCI Reflective Evaluation Framework, an approach now in prototype form which is grounded in practical thinking about working within complex social systems. This article focuses on its use in advancing racial equity, describing possible applications to integrate a racial equity lens in unpacking and addressing the complexity …


Full Issue Mar 2018

Full Issue

The Foundation Review

No abstract provided.


In A Good Way: Advancing Funder Collaborations To Promote Health In Indian Country, Linda M. Bosma, Jaime Martínez, Nicole Toves Villaluz, Christine A. Tholkes, Laraye Anderson, Sarah Brokenleg, Christine M. Matter Mar 2018

In A Good Way: Advancing Funder Collaborations To Promote Health In Indian Country, Linda M. Bosma, Jaime Martínez, Nicole Toves Villaluz, Christine A. Tholkes, Laraye Anderson, Sarah Brokenleg, Christine M. Matter

The Foundation Review

Funders continue to be challenged by how to best promote work in American Indian communities that builds health equity, addresses community context, and reduces the disproportionate impact of commercial tobacco.

In particular, public health programs that address substance abuse and tobacco control promote the use of evidence-based practices that tend to emphasize a one-size-fits-all approach and that are rarely researched among American Indian populations. These practices, therefore, lack cultural validity in those communities.

This article examines how three organizations collaborated on work to control commercial tobacco use in Minnesota’s Indian Country, and shares lessons learned on how they came to …


Crisis Philanthropy: Two Responses To The Pulse Tragedy In Orlando, Cindy T. Rizzo Mar 2018

Crisis Philanthropy: Two Responses To The Pulse Tragedy In Orlando, Cindy T. Rizzo

The Foundation Review

This article examines two philanthropic responses to the mass shooting at the Pulse nightclub in Orlando, Florida, on June 12, 2016, a tragedy that particularly impacted the region’s growing Latinx LGBT community.

The Central Florida Foundation’s Better Together Fund and the Our Fund Foundation’s Contigo Fund, while organized and operating in different ways, looked to best practices in crisis philanthropy and, in the wake of the massacre, provided the region with resources to address both short- and longer-term needs.

Better Together practiced strategic philanthropy focused on addressing systemic issues. Contigo lifted up new and diverse leadership from the grassroots. Each …


Newfoundland And Labrador’S Vital Signs: Portrait Of A Foundation-University Partnership, Ainsley Hawthorn, Sandra Brennan, Robert Greenwood Mar 2018

Newfoundland And Labrador’S Vital Signs: Portrait Of A Foundation-University Partnership, Ainsley Hawthorn, Sandra Brennan, Robert Greenwood

The Foundation Review

Vital Signs, a national program of Community Foundations of Canada, produces annual reports of the same name that examine the quality of life using statistics on fundamental social issues. With these reports, community foundations are able to present a comprehensive and balanced picture of well-being in their communities.

The Vital Signs report for Newfoundland and Labrador is produced in partnership between the Community Foundation of Newfoundland and Labrador and the Leslie Harris Centre of Regional Policy and Development, a university research unit with expertise in both promoting community-based research and making academic information accessible to the general public.

This article …