Business Commons^™

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 …

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.

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.

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 …

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 …

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 …

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 …

An Evaluation Of Fin 48 And Its Effect On Local Companies, Megan Bahr

Honors Projects

No abstract provided.

A Study Of Lady Gaga’S Brand, Branding Techniques, And Their Application To Other Brands, Megan E. Carter

Honors Projects

No abstract provided.

The Effects Of The Housing Crisis On Labor Mobility And Unemployment, Kevin Bergy

Honors Projects

The recent housing crisis has had drastic effects on the labor market.  Falling home values have forced some homeowners to remain in their homes for financial reasons even when a move is desired because they are locked-in.  When labor cannot move freely from place to place, employment is affected.  The greater the lock-in effect, the more negative the labor market externalities.  In this paper, the relationship among homeownership, labor mobility, and unemployment is examined.  The lock-in effect, nominal loss aversion, and Oswald’s hypothesis will all be applied to the recent housing crisis in an effort to show the drastic economic …

Are There Opportunities For Strategic Buyers? M&A Activity In The 2008 Downturn And Trends In 2009, Carol M. Sanchez, Anastasia Nowak, Stephen R. Goldberg

Peer Reviewed Articles

Global M&A activity declined since the world economic downturn hit in late 2008. Middle-market global M&As were down 26% from 2008, while middle-market domestic deals were down 18%. European M&As fared less well, down 45%, and even Asian deals were down 35% compared to 2008.1 The reasons for the downturn are obvious: both buyers and sellers felt uncertain about the market. Buyers were, and are still, unwilling and often unable to spend, and potential sellers of companies were and are trying to hold on to their companies, fearful of selling at too large a discount.

Do Values Or Goals Better Explain Intent? A Cross-National Comparison, Marianela Fornerino, Alain Jolibert, Carol M. Sanchez, Mengxia Zhang

Peer Reviewed Articles

Among six major lines of inquiry on motivations, two theories are especially pertinent to consumer behavior studies: values and goals. Several studies show that consumer behavior can be predicted on the basis of values or goals; this study examines which are the stronger predictors by presenting a cross-cultural comparison of the values and goals that may influence the behavioral intentions of U.S., Chinese, and French students to study abroad. As a service, study abroad has financial implications, represents a choice, and competes with other educational products. Therefore, goals appear to explain behavioral intentions better than do values, except among U.S. …

A Thematic Analysis Of Cultural Variations In Family Businesses: The Case Project, Vipin Gupta, Nancy Levenburg

Peer Reviewed Articles

This article shows cross-cultural variations in family businesses using nine cross-cultural dimensions of family business from the CASE project. A content analysis of the emergent themes from a set of contextual articles on family businesses in 10 regional clusters worldwide, as defined by the GLOBE program, is conducted. This thematic analysis shows qualitative as well as quantitative variations in the family businesses of different cultural regions. Further research is required to understand the rich diversity of family businesses within each cluster and to refine scholars’ knowledge about how the dimensions of family business are manifested in different clusters.

Learning-Circle Partnerships And The Evaluation Of A Boundary-Crossing Leadership Initiative In Health, Claire Reinelt, Dianne Yamashiro-Omi, Deborah Meehan

The Foundation Review

· Leadership development approaches that are focused on individual knowledge and skill development do not suit the leadership needs of lowincome communities and communities of color in addressing the multiple factors that influence health disparities.

· Boundary-crossing leadership is rooted in a socialjustice perspective and seeks to address the isolation and fragmentation faced by those who are working to address systemic inequities.

· A multicultural approach to evaluation honors different ways of knowing, recognizes that groups have different learning questions, acknowledges and addresses power dynamics that exist between funders and grantees, and ensures that evaluation is culturally relevant and constructive …

Designing An Evaluation Of A New Initiative: A Practical Approach To Ensure Evaluation Use, Linda M. Bosma, Chris Matter, Jaime Martinez, Nicole Toves, Joanne D'Silva

The Foundation Review

· This article describes the process of planning an evaluation of the Tribal Tobacco Education and Policy initiative.

· The initiative was launched in 2007 to reduce tobacco use among American Indians, who disproportionately suffer the negative health effects of tobacco use.

· The work of the initiative and the evaluation had to incorporate an understanding of tribal structure as well as of the traditional use of tobacco in American Indian sacred ceremonies. The theory of change was conceptualized as circular, rather than linear, in keeping with American Indian philosophical traditions.

· The planning process, utilizing evaluators familiar with community …

Philanthropy: Are We A Profession? Should We Be?, Karl Stauber

The Foundation Review

· When philanthropy is assessed against seven standards for what constitutes a profession, it meets only 3 of them.

· Questions remain about the core concepts of the field, and how the field builds and disseminates knowledge.

· There is much discussion about “scientific philanthropy,” but the inability to answer these questions limits the field’s ability to function scientifically.

· Wisdom, rigor, and learning may be better approaches to philanthropy that a scientific approach.

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.

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

Strategic Communications For Influence: Lessons From The Annie E. Casey Foundation And Its Kids Count Initiative, Anne Gienapp, Jane Reisman, Kasey Langley, Carolyn Cohen, Tony Cipollone, Tom Kelly, Don Crary, Sue Lin Chong

The Foundation Review

· This article describes how the Annie E. Casey Foundation is using the KIDS COUNT Network in a new way: as a strategic communications tool in its focused efforts toward policy change, broad social change, and improved conditions for vulnerable children and families. An outcome map illustrates links between this strategy and the intended outcomes.

· Case illustrations of KIDS COUNT grantee activities surrounding the release of the 2008 KIDS COUNT Data Book describe the efforts of grantees in six states where the quantity and quality of media coverage surrounding the national data book reflected the kind of coverage that …

Are We There Yet? How To Know Whether Your Communications Are Effective, Edith Asibey, Justin Van Fleet, Toni Parras

The Foundation Review

· This article describes the results of a study on current knowledge and practices in evaluating foundation communications. The study consisted of three parts: an online survey of practitioners, a series of in-depth key informant interviews, and an extensive literature review.

· The study found that while most practitioners agree that evaluating communications is necessary to make decisions about their communication strategy, more than half did not regularly do so. Lack of experience or skills was the second top barrier cited, after lack of human/financial resources.

· Those who have more experience with evaluation were more likely to feel that …

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 …

Executive Summaries

The Foundation Review

No abstract provided.

Demonstrating The Value Of Social Service Programs: A Simplified Approach To Calculating Return On Investment, Herbert M. Baum, Andrew H. Gluck, Bernice S. Smoot, William H. Wubbenhorst

The Foundation Review

· In 2008, as charitable giving dropped by $6.4 billion, 54 percent of human service programs saw an increase in the need for their services. Additionally, 74 percent of programs specifically serving children and youth reported being underfunded or severely underfunded.

· As government and foundation grantmakers transition from charitable giving to social investment, a Gates Foundation report on eight methodologies to assist measuring social value creation finds the methodologies are many years away from being suitable for both nonprofits and grantmakers.

· To better recognize and communicate the work of frontline practitioners, there is a need to change the …

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 …

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

Philanthropy, Evaluation, Accountability, And Social Change, John Bare

The Foundation Review

· Many foundations have substituted process accountability for accountability for contributing to social change.

· While process accountability is important, it sets a floor, not an aspirational ceiling.

· There are tools—such as risk analysis, systems approaches, and game theory—that can help philanthropy engage in work on complex social problems that cannot be deconstructed into a series of small, linear projects.

· Seeking to extend basic human rights to more individuals around the world, seeking to reduce racism in a given city, or seeking to change publichealth norms in small town—all of these aspirations require first a willingness to take …

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 …

Enrolling The Eligible: Lessons For Funders, Beth Stevens, Sheila Dunleavy Hoag, Judith Wooldridge

The Foundation Review

· Many social programs have a gap between the number of individuals eligible for services and the number enrolled.

· The Robert Wood Johnson Foundation implemented Covering Kids & Families to increase enrollment in Medicaid and the State Children’s Health Insurance Program.

· Grantees sought to increase enrollment by raising awareness among low-income families, simplifying the application process, and coordinating among programs.

· Funders are encouraged to consider the lifecycle of programs and organizations, the skills in coalition-building and working with public officials that are needed, and the need to fit political strategies with the local culture.

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

Foundation Evaluation Startup: A Pause For Reflection, Jill M. Yegian

The Foundation Review

· This article reports on the accomplishments, challenges, and lessons learned in creating a new Department of Research and Evaluation at the California HealthCare Foundation.

· Different tools were developed to address each of three key areas: performance assessment, organizational learning, and program evaluation.

· These new processes and tools have been wellreceived by both staff and the board, and have become increasingly important as resources become more scarce, making understanding and maximizing the impact of investments even more critical.

· Fostering a culture of evaluative inquiry in a fast-paced, payout-oriented environment is a significant challenge – program staff often …