Business Commons^™

Back Matter

The Foundation Review

No abstract provided.

The Unified Outcomes Project: Evaluation Capacity Building, Communities Of Practice, And Evaluation Coaching, Jay Wade, Leanne Kallemeyn, David Ensminger, Molly Baltman, Tania Rempert

The Foundation Review

Increased accountability from foundations has created a culture in which nonprofits, with limited resources and a range of reporting protocols from multiple funders, struggle to meet data-reporting expectations. Responding to this, the Robert R. McCormick Foundation in partnership with the Chicago Tribune launched the Unified Outcomes Project, an 18-month evaluation capacity-building project.

The project focused on increasing grantees’ capacity to report outcome measures and utilize this evidence for program improvement, while streamlining the number of tools being used to collect data among cohort members. It utilized a model that emphasized communities of practice, evaluation coaching, and collaboration between the foundation …

Internal Culture, External Impact: How A Change-Making Culture Positions Foundations To Achieve Transformational Change, Amy Celep, Sara Brenner, Rachel Mosher-Williams

The Foundation Review

This article argues that a foundation’s internal culture is critical to achieving large-scale social change, but that efforts to build a change-making culture too often are left out of strategy conversations.

While there is no one culture that suits every foundation, a particular set of characteristics must be present in those that seek large-scale social change: a focus on outcomes, transparency, authenticity, collaboration, racial equity and inclusion, continuous learning, and openness to risk.

This article offers insights into why culture can be challenging for foundations to address and maintain, examines cases of successful culture change at foundations, and offers advice …

Enhancing Funders’ And Advocates’ Effectiveness: The Processes Shaping Collaborative Advocacy For Health System Accountability In South Africa, Barbara Klugman, Waasila Jassat

The Foundation Review

This article describes the roles of five advocacy groups that built collaborative initiatives to address the collapsing health system in South Africa.

The findings presented are based on retrospective reviews of annual reports, organizational evaluations, interviews, and focus group discussions with each of four participating organizations and existing literature on the fifth.

The key findings, for both advocacy groups shaping alliance strategies and for funders, are that flexible funding and a shared value system among groups with diverse capacities, constituencies, and reputational resources is a good approach for enabling adaptive and innovative strategies for holding the public sector accountable.

Library Quest: Using Customer Discovery Process To Determine Product-Market Fit, Todd Mcguire

Honors Projects

No abstract provided.

An Investigation Of Research On Altruism In Recent Literature Of The Three Sectors: Public, Private, And Non-Profit, Jennifer Saksa

Honors Projects

The purpose of this study was to investigate the topic of altruism in the recent research literature of the public, private, and non-profit sectors. The top twenty most cited articles of each of the three sectors from 1995 to 2014 were retrieved from the Web of Science Journal Citation Report database and reviewed. Data was accumulated for content analysis of trends of publishing, changing industry viewpoints on altruism, and how altruism is referenced in these articles in each sector. With the results of the literary analysis, altruism can be considered a developable skill by organizations and that it can be …

Tax Inversion: What Is It Good For?, Stephen Cimbalik

Honors Projects

Taxation is often regarded as one of the most complex aspects of modern society. With a tax code that is now over 70,000 pages long, it is no wonder that many have little to no understanding of how taxation works in the United States. In spite of the length and depth to which the code explains tax procedure, there are still individuals that find ways to exploit loopholes. In the past 30 years, the technique of tax inversion has become an incredibly popular way for companies to reduce the amount of tax they have to pay each year.

In simple …

Family Owned Businesses: International Charitable Contributions & Tax Savings, Gloria Lacourse

Honors Projects

No abstract provided.

A Foundation's Theory Of Philanthropy: What It Is, What It Provides, How To Do It, Michael Quinn Patton, Nathaniel Foote, James Radner

The Foundation Review

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 achieve its mission and vision. The theory-of-philanthropy approach is designed to help foundations align their strategies, governance, operating and accountability procedures, and …

Executive Summaries

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

Editorial, Teri Behrens, Michael Quinn Patton

The Foundation Review

No abstract provided.

Reflections And Commentary On A Theory Of Philanthropy, Michelle Gagnon, Nathaniel Foote, Michael Quinn Patton, James Radner, Patricia Patrizi, John Bare, Kay Sherwood, Teresa Behrens

The Foundation Review

No abstract provided.

The Theory Of Philanthropy Of The Alberta Family Wellness Initiative, James Radner, Nathaniel Foote, Michael Quinn Patton

The Foundation Review

This article presents the theory of philanthropy of the Palix Foundation, which seeks to improve health and wellness outcomes for children and families in Alberta, Canada, by mobilizing and applying knowledge about brain and early childhood development and the link to lifelong mental health and addiction outcomes.

Through years of intuitive exploration and adaptation, the foundation evolved its role to include brokering access to the latest scientific knowledge, convening key players in multiple forums to explore applying that knowledge, and serving as a learning partner to public systems and communities in Alberta.

Following evaluation of a major phase of the …

Influences Of Venture Philanthropy On Nonprofits’ Funding: The Current State Of Practices, Challenges, And Lessons, Tamaki Onishi

The Foundation Review

This article looks at the current state of venture philanthropy practices in the nonprofit sector, based on data from a survey of 124 nonprofits that engage in venture philanthropy.

The survey probes to what degree nonprofit funders are implementing core activities of venture philanthropy – use of market-based funding instruments, providing strategic assistance, board participation, and use of social and financial performance criteria.

Seven venture philanthropy organizations were also interviewed for this article. Various tactics they have used to mitigate internal and external tensions are examined, including complying with diverse interests to balance conflicting views if internal tension is moderate …

When Backbone Organizations Become The Funder: The Use Of Fiscal Intermediaries In The Context Of Collective Impact, Jewlya Lynn, Kirsten Breckinridge, Ashley Denault, Chris Marvin

The Foundation Review

Intermediary organizations are increasingly being engaged to work with grantees in the context of collective impact and similar collaborative approaches that aim to solve significant societal problems. At times the backbone organization – the group providing support to the collective effort – takes on the work of a fiscal intermediary. This dual role has two distinct functions: engagement of collaborative partners to advance a shared agenda, and distributing funds while holding those partners accountable.

This article explores the complexities of the dual relationship by using examples from the Social Innovation Fund, a White House initiative, and Got Your 6, a …

Creating Choices Before Making Choices: One Family Foundation’S Journey To Finding A Strategic Focus, Kelly C. Medinger, Angela R. Logan

The Foundation Review

Rooted in business principles, philanthropic study, and reflective practice, this article examines the journey of the Marion I. & Henry J. Knott Foundation, a small family foundation established in 1977, toward a strategic grantmaking focus.

This article examines a foundation’s first step toward building a grantmaking strategy – finding an issue or problem to address – alongside a three-part model for creating choices that reflect donor intent, organizational talents and resources, and broader community needs.

The study adds to the body of knowledge about the value, process, and challenges of finding a strategic grantmaking focus, whether that focus is for …

Understanding Collective Impact In A Rural Funding Collaborative: Collective Grantmaking In Appalachian Ohio, Judith Millesen

The Foundation Review

This article documents the history and work of the Appalachian Ohio Funders Group, a ninemember regional grantmaking collaborative committed to strategically enhancing the region’s assets through leadership, networking, financial and in-kind investments, leveraged resources, and collaboration.

The work of the collaborative is positioned within the broader context of recent publications examining funder collaboratives, networks, and collective impact as ways to address social problems, achieve economies of scale, and inspire innovation. Specific attention is given to what makes the collaborative unique – namely, the organizational diversity of the funding partners, the lack of a shared issue area, and the fluidity of …

The Blandin Foundation: The Journey To A Theory Of Philanthropy, Kathy Annette, Wade Fauth, Allison Ahcan

The Foundation Review

The Blandin Foundation, located in Grand Rapids, Minn., is one of the few foundations focused on rural communities.

The foundation’s trustees commissioned the senior leadership team in 2007 to undertake serious, sustained, and annual assessments of the foundation’s work and impact. The first assessments focused on the ways in which they were delivering on the strategic plan, observations about impact, and potential adjustments.

After focusing on strategies, foundation leadership asked themselves what their theory of change was. This question led to a deeper process of exploring why and how they do their work, eventually leading them to a theory of …

Place-Based Initiatives: Lessons From Five Decades Of Experimentation And Experience, James M. Ferris, Elwood Hopkins

The Foundation Review

This article summarizes the findings from a yearlong inquiry into the state of place-based initiatives, underscores the lessons learned, and develops implications for foundation practice.

Place-based approaches have matured in response to five decades of historical change. In more recent years, a new framework for such initiatives has emerged that views place as an open system where neighborhoods are aligned with larger areas and influenced by market forces and public policy. Consequently, place-based initiatives targeted to a specific neighborhood are only part of any solution.

Seven key lessons emerged from this inquiry that animate a renewed sense of the possible …

Constancy And Change In The Women’S Funding Network: International Horizons And Core Values, Eleanor Brilliant

The Foundation Review

This article is a case study of women’s advocacy funders and their network organization, the Women’s Funding Network (WFN). WFN developed in the context of alternative (targeted) private funding sources emerging in the 70s and 80s to support newly formed social action and identity groups, some of whom had been encouraged by federal programs before the Reagan era, but that in those years were also not receiving support from more traditional funders like the United Way and many foundations.

The author analyzes the evolution of the network and its member funds from 1985 to 2012 as they struggled for survival …

Back Matter

The Foundation Review

No abstract provided.

Developing A Tourism Opportunity Spectrum Scale, Joshua Carroll, Kelsey Hession

Journal of Tourism Insights

The Recreation Opportunity Spectrum (ROS) has been used in a multitude of recreation planning and management applications, and has led the way for the development of the Water Recreation Opportunity Spectrum (WROS) – its water based counterpart. More recently the Tourism Opportunity Spectrum (TOS) has been identified as a valuable tool for assessing nature-based tourism viability and host community-visitor relationships (Butler and Waldbrook, 2003). This tool relies on important tourism conditions of site access, compatibility of other uses, regimentation, tourism impacts, onsite management, and social perceptions of visitors and hosts.

This tool however, has its merits for application, but …

Festival Attendees’ Perceptions Of Green Hotel Practices, Jason D. Oliver, Alex Naar, Erin Harris

Journal of Tourism Insights

Lodging managers and festival organizers have an incentive to understand how festival attendees perceive hotels with green practices in place. Lodging managers that understand how to segment, target, and position their offerings to festival attendees, including sustainable practices, can maximize financial gains from festivals. Festival organizers have related interests: they want to minimize negative impacts on the physical environment and maximize positive customer experiences on- and off-site. To provide insights into festival attendees’ perceptions of green hotel practices that may assist both sets of stakeholders, the manuscript presents the results of a survey of convenience samples from two food festivals. …

The Boys And Men Of Color Framework: A Model For Community And Systems Change, Marc Philpart, Judith Bell

The Foundation Review

For too long, many African American, Latino, Native, and Asian boys and young men have been shunted into failing schools and pushed out of them for minor infractions, incarcerated in massive numbers, suffered from unaddressed health needs, died young, or entered adulthood without prospects to earn a livelihood.

In response to this crisis, an evolving body of work rooted in place has emerged to reverse persistent patterns of racial discrimination, build strong communities, and create pathways to opportunity by catalyzing changes in local and state systems that have the greatest impact on young males of color.

The experiences of PolicyLink …

Front Matter

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

Editorial, Sheri Brady

The Foundation Review

No abstract provided.

Achieving Communitywide Impact By Changing The Local Culture: Opportunities And Considerations For Foundations, Douglas Easterling, Judith L. Millesen

The Foundation Review

With place-based initiatives foundations generally seek to engage a broad set of local stakeholders in developing high-payoff strategies and to build their capacity. However more fundamental changes may be needed to bring about the ambitious impacts that foundations have in mind. This article explores the idea of changing community culture as a means of achieving large-scale impacts.

In trying to shift a community’s culture, a foundation is inherently seeking to change how residents think and act, as well as how the community defines itself. This raises both practical and ethical questions, particularly when the foundation is based outside the community …

Investing In Community Change: An Evaluation Of A Decade Of Data-Driven Grantmaking, Lois Greco, Maggie Grieve, Ira Goldstein

The Foundation Review

The Wells Fargo Regional Foundation has a well-established continuum of grantmaking and technical-assistance programs designed to improve the quality of life for children and families living in low-income communities in eastern Pennsylvania, Delaware, and New Jersey. The foundation’s decade long focus on neighborhood revitalization has helped to shape a resident-driven, collaborative, long-term, and data-informed approach designed to make neighborhoods more attractive for large-scale investment.

In 2014, the foundation engaged The Reinvestment Fund and Success Measures at NeighborWorks America to jointly evaluate the impact of its grantmaking and related programs from 2003 to 2013, to determine if practices in its approach …