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Executive Summaries Dec 2023

Executive Summaries

The Foundation Review

No abstract provided.


Editorial, Teresa R. Behrens Dec 2023

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.


The Landscape Of Community-Based Giving Days In The United States, Abhishek Bhati, Andrew Burk Dec 2023

The Landscape Of Community-Based Giving Days In The United States, Abhishek Bhati, Andrew Burk

The Foundation Review

Within the last decade there has been an exponential growth of community foundation- led giving days, credited in general to the ease afforded by online giving, the social media presence of nonprofits, and the sense of community these events widely impart. However, current academic literature on these events remains sparse. This article addresses this gap with a longitudinal examination of the growth of community foundation-led giving days from 2009 to 2022.

The study found only two giving days led by community foundations in 2009, peaking at 78 in 2020, and plateauing to 71 giving days in 2022. In 2020, the …


Coopen: An Open Innovation Process Triggering Collaboration Between Ngos And Innovators In Africa — The Case Of Fondazione Cariplo And Fondazione Compagnia Di San Paolo, Fulvio Bersanetti, Alessandro Masciadri, Ilaria Caramia, Cristina Toscano Dec 2023

Coopen: An Open Innovation Process Triggering Collaboration Between Ngos And Innovators In Africa — The Case Of Fondazione Cariplo And Fondazione Compagnia Di San Paolo, Fulvio Bersanetti, Alessandro Masciadri, Ilaria Caramia, Cristina Toscano

The Foundation Review

This article explores how the two main Italian foundations of banking origin, Fondazione Cariplo and Fondazione Compagnia di San Paolo, are internationally contributing to the United Nations Sustainable Development Goals agenda through Coopen, a cross-fertilization process between nonprofit organizations and the innovation ecosystem.

Guided by the United Nations 2030 Agenda’s Sustainable Development Goals, which identify innovation as a focal point in SDG 9, the foundations recognize the value that product, process, and methodological innovation can bring to Italy’s international development cooperation sector and its partnerships.

Coopen encourages the development and implementation of innovative solutions in Africa to respond to specific …


Widening The Aperture: A Case Study Of Widening The Definition Of Evidence For Strategy, Jennifer James, Sandra Hilliard Dec 2023

Widening The Aperture: A Case Study Of Widening The Definition Of Evidence For Strategy, Jennifer James, Sandra Hilliard

The Foundation Review

The need to “widen the aperture” to consider different types and sources of evidence is paramount to sharpening grantmaking strategies that are in service of those we seek to serve. This article describes an underlying process of identifying and applying equity considerations in the evidence considered for strategy development in the context of a large, national foundation.

The aim was to develop a “common evidence base” — the core of which was a database library — and what was understood from the evidence was synthesized to bring together what was currently known, the edges of the foundation’s understanding, and emerging …


Leading With Shared Values: Developing A Charter Of Principles For Philanthropic Partnerships, Cheryl A. Maurana, John R. Raymond, Christopher Stawski, Joseph E. Kerschner, James C. Rahn Dec 2023

Leading With Shared Values: Developing A Charter Of Principles For Philanthropic Partnerships, Cheryl A. Maurana, John R. Raymond, Christopher Stawski, Joseph E. Kerschner, James C. Rahn

The Foundation Review

The rise of greater individuality in giving — in diversity of beliefs and donor preferences — has resulted in a need to ensure alignment of values and expectations between those entering into funding relationships, and therefore a need to return to giving that recognizes the importance of conditions and considerations that undergird the partnership between the philanthropic organization and awardee.

The Kern Family Foundation’s nearly $88 million investment in the Medical College of Wisconsin represents one example where creating a charter was pivotal to a partnership’s effectiveness. Their charter describes a commitment to shared values, including character, caring, and practical …


A Framework For Creating Systems Change, William Brown, Wynn Rosser Dec 2023

A Framework For Creating Systems Change, William Brown, Wynn Rosser

The Foundation Review

This article draws on a system-change framework developed by the Nicholson Foundation as part of a 20-year initiative to substantively change the state of New Jersey’s health and social welfare systems, and modifies and expands a single case study on system change to align with related ideas and concepts. A results-based accountability approach is integrated into the model to draw attention to the importance of monitoring and evaluation of population-based outcomes.

Drawing on extensive literature from systems change and performance management, the discussion provides insight and perspective on contemporary frameworks in systems change and the role of grantmaking foundations. The …


Risks In Grantmaking: A Study Of Australian Foundations, Daniel Archibald, Reza Tajaddini, Mary Dunkley Dec 2023

Risks In Grantmaking: A Study Of Australian Foundations, Daniel Archibald, Reza Tajaddini, Mary Dunkley

The Foundation Review

In the pursuit of more effective giving, the nonprofit sector has been increasingly advocating for foundations to take on more risk in their grantmaking. This article investigates the risk experience in the charitable funding process and the approaches taken to mitigate unwanted risks. Failure to adequately manage such risks can negatively influence the legacy of a foundation and the effectiveness of the programs and projects it funds.

Particularly, this article contributes to the improvement of managing the risks that arise in the grantmaking process by identifying those key risks faced by different types of foundations, thus helping to prioritize the …


Why Foundations? The Theory And Strategy Of The General-Purpose Foundation, Samsher (Sam) Singh Gill Dec 2023

Why Foundations? The Theory And Strategy Of The General-Purpose Foundation, Samsher (Sam) Singh Gill

The Foundation Review

As foundations increasingly grapple with the penetration of socioeconomic dissension into every facet of our country’s public culture, it has become difficult to evade the moral salience of whether philanthropic wealth aggregation and allocation reflect or even entrench the structures of material accumulation many now see at the root of declining support for liberalism across advanced economies.

This essay argues that contrary to growing internal and external anxieties about the role and legitimacy of general-purpose foundations in the United States, there is a sound theoretical expression of them as an essential institution in a liberal democracy. The core principle of …


Impact Management Discipline: The Key To Effective Impact Investing And Grantmaking, Sarah Gelfand, Carli Roth, Mya Stanislas, Alexandra Zoueva Dec 2023

Impact Management Discipline: The Key To Effective Impact Investing And Grantmaking, Sarah Gelfand, Carli Roth, Mya Stanislas, Alexandra Zoueva

The Foundation Review

Foundations have a long history of putting impact at the center of their decision-making when allocating resources for grantmaking. Effective grantmaking follows clear processes that have similarities to the best practices employed by the impact investing community for effectively deploying and managing an impact investing portfolio. This is exemplified by the Operating Principles for Impact Management, a leading market standard for how to integrate impact considerations throughout the investment life cycle.

As a growing number of foundations embrace impact investing, understanding and comparing the impact management approach for grants (where it is enabled through monitoring, evaluation, and learning) versus that …


Reconciling Philanthropy’S Role In Disruption And Revolution: Hard Lessons From A Community-Driven Power-Building Strategy To Achieve Health Equity, Kien S. Lee, Courtney Ricci, Mia Ramirez Dec 2023

Reconciling Philanthropy’S Role In Disruption And Revolution: Hard Lessons From A Community-Driven Power-Building Strategy To Achieve Health Equity, Kien S. Lee, Courtney Ricci, Mia Ramirez

The Foundation Review

This article shares The Colorado Trust’s experience with Community Partnerships for Health Equity (CPHE) after initiating a resident-led strategy for systems change and encountering the myriad challenges to its implementation that ultimately led to exiting the initiative.

The CPHE strategy intended to fund community members directly instead of working through the nonprofit sector in the state, and thereby shift power from nonprofit organizations to residents. It eventually involved more than 20 communities across Colorado and created change in certain communities — from filling service gaps and creating local partnerships to shifting local systems.

The Trust had good intentions in its …


A Year Of Learning: Educating The Philanthropic Community About Racialized And Stigmatized Nonprofits, Shariq Siddiqui, Rafeel Wasif, Abdul Samad Dec 2023

A Year Of Learning: Educating The Philanthropic Community About Racialized And Stigmatized Nonprofits, Shariq Siddiqui, Rafeel Wasif, Abdul Samad

The Foundation Review

Islamophobia and a lack of legitimacy heavily impact Muslim-led nonprofits and limit their relationships with philanthropy in the United States, resulting in an anemic, continually underfunded sector. This article explores that disconnect within a discussion of the Year of Learning, a unique series of virtual workshops that brought together foundations and nonprofits serving the Muslim American community.

Among the barriers to more effective relationships that emerged from the workshops were the presence of Islamophobia within society at large and philanthropy in particular, a hesitance among U.S. foundations to fund faith-based work, and a lack of capacity among Muslim-led nonprofits. Also …


Place-Based Philanthropy With An Adaptive Lens: Actively Balancing Community-Driven And Foundation-Driven Orientations, Douglas Easterling, Tanya Beer, Kristen Burwell Naney, Mina Silberberg, Laura Gerald, Adam Linker Dec 2023

Place-Based Philanthropy With An Adaptive Lens: Actively Balancing Community-Driven And Foundation-Driven Orientations, Douglas Easterling, Tanya Beer, Kristen Burwell Naney, Mina Silberberg, Laura Gerald, Adam Linker

The Foundation Review

With place-based philanthropy, a foundation provides extensive, long-term support for a comprehensive mix of programs within specific communities, with the expectation that this will produce benefits at a communitywide level. One of the key questions in designing a place-based initiative is how much the foundation will control local decision-making.

In some initiatives, the foundation dictates the issues that community groups must address and/or the nature of the planning process that will be used to develop solutions. This sometimes produces ineffective or irrelevant solutions. In contrast, other initiatives allow local groups considerable discretion in naming the issues and choosing the solutions, …


Back Matter Dec 2023

Back Matter

The Foundation Review

No abstract provided.


Philanthropy’S Uneasy Journey Into Mental Health Grantmaking, Mallet R. Reid, Robert J. (Bob) Reid, Ximena Murillo, Anna Bobb Dec 2023

Philanthropy’S Uneasy Journey Into Mental Health Grantmaking, Mallet R. Reid, Robert J. (Bob) Reid, Ximena Murillo, Anna Bobb

The Foundation Review

The increasing prevalence of mental illness and addiction in the United States has drawn considerable attention from grantmakers, which could catalyze the development and delivery of innovative approaches to these complex and difficult-to-treat behavioral health disorders. Relatively little is known, however, of the perspectives of these funders on how best to undertake this work.

To assist foundations in meaningful engagement with the field of behavioral health, this article shares the responses of 17 highly experienced behavioral health grantmakers to two research questions: What are the experiences of foundations that have funded behavioral health initiatives? What issues should be considered by …


Front Matter Dec 2023

Front Matter

The Foundation Review

No abstract provided.


Full Issue Vol. 15 Issue 4 Dec 2023

Full Issue Vol. 15 Issue 4

The Foundation Review

No abstract provided.


A Team's Journey Toward More Equitable Philanthropic Research And Evaluation Practices, Kimberly A. Spring, Maria Fernanda Mata, Jeffrey Poirier, Allison Holmes, Amir François Sep 2023

A Team's Journey Toward More Equitable Philanthropic Research And Evaluation Practices, Kimberly A. Spring, Maria Fernanda Mata, Jeffrey Poirier, Allison Holmes, Amir François

The Foundation Review

This article describes the journey of the Research and Evaluation team at the Annie E. Casey Foundation to develop an approach that would allow us to rethink and deepen how we, as funders of research and evaluation, center equity in our practice.

In particular, we explain how, through this process, we began to focus on what it means to orient research and evaluation toward participant owners and came to examine the assumptions, expectations, habits, and values that we held. These experiences have presented us with opportunities to learn and be open to new ways of engaging in our work.

We …


Learning, Unlearning, And Sprinkling In: Our Journey With Equitable Evaluation, Jane Mosley, Leigh W. Quarles, Jason L. Williams Sep 2023

Learning, Unlearning, And Sprinkling In: Our Journey With Equitable Evaluation, Jane Mosley, Leigh W. Quarles, Jason L. Williams

The Foundation Review

The Health Forward Foundation recently completed a two-year journey with the Equitable Evaluation Initiative as a practicing partner. This partnership provided us with the support to push for change that better aligned with our new focus, prioritizing racial equity and economic advancement.

The partnership also allowed us to explore a number of questions fundamental to our work in learning and evaluation: what we really know about the impact philanthropy is making in our communities; how we can explain that to board members, and how we honor the personal experiences of the people we serve.

In this article we discuss our …


A Journey Into Equitable Practice: Doing More, Doing Differently, And Doing Better, Bree Bode, Sarah Panken, Annie Murphy, Marci Scott Sep 2023

A Journey Into Equitable Practice: Doing More, Doing Differently, And Doing Better, Bree Bode, Sarah Panken, Annie Murphy, Marci Scott

The Foundation Review

The mission of the Michigan Fitness Foundation is to encourage and facilitate active lifestyles and healthy food choices through education, environmental awareness, community participation, and policy leadership. The article shares how a three-year engagement with the Equitable Evaluation Initiative led the foundation to see its grantmaking, programming, and evaluation practices anew through an equity lens.

Through naming and noticing the ways in which traditional grantmaking has contributed to the inequities that philanthropy seeks to address, the foundation was able to change its own way of working — specifically by going beyond the standard written grant proposal to actually sit with …


The Practice Of The Equitable Evaluation Framework™: Context And Introduction To The Special Issue, Marcia A. Coné, Jara Dean-Coffey Sep 2023

The Practice Of The Equitable Evaluation Framework™: Context And Introduction To The Special Issue, Marcia A. Coné, Jara Dean-Coffey

The Foundation Review

Welcome to the special issue of The Foundation Review.

For many, this is an introduction to the Equitable Evaluation Framework™, and how some folks in U.S. philanthropy are reimagining evaluation, learning, and research through its practice. For others, you’ve been in practice of the EEF alongside us and other individuals and organizations and are, thus, represented in the offerings shared from your colleagues.

Over the past three years, in partnership with many, we’ve engaged in exploring, puzzling together, and sharing what it means to “be in practice of the EEF.” While impossible to convey the depth, breadth, and richness of …


In Conversation: Two Community Foundations In Dialogue About Their Equitable Evaluation Framework™ Practice, Madeline Brandt, Kelly Casey, Jean-Marie Callan, Joel Hicks-Rivera, Kim Leonard, Madeline Nguyen, Elena Tamanas Ragusa, Cierra Stancil, Kimberlee Salmond, Becky Seel, Kate Szczerbacki Sep 2023

In Conversation: Two Community Foundations In Dialogue About Their Equitable Evaluation Framework™ Practice, Madeline Brandt, Kelly Casey, Jean-Marie Callan, Joel Hicks-Rivera, Kim Leonard, Madeline Nguyen, Elena Tamanas Ragusa, Cierra Stancil, Kimberlee Salmond, Becky Seel, Kate Szczerbacki

The Foundation Review

This conversation between staff at the Oregon Community Foundation and the Hartford Foundation for Public Giving shares how we are infusing the Equitable Evaluation Framework™ into our practice as we aim to be less extractive, shift power, and honor all ways of knowing and being as valid. In sharing this conversation, we want to pull the curtain back and offer a behind-the-scenes view into the conversations, realities, and challenges involved in doing this kind of work.

We sat down together for 90 minutes on a Wednesday afternoon, and the following is a rough transcript of our time together. The intention …


Back Matter Sep 2023

Back Matter

The Foundation Review

No abstract provided.


Editorial, Teresa R. Behrens Sep 2023

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.


Learning Circles As A Tool For Participant- Owned Evaluation, Virginia Roncaglione, Chan Brown, Jennifer James, Courtney Huff Sep 2023

Learning Circles As A Tool For Participant- Owned Evaluation, Virginia Roncaglione, Chan Brown, Jennifer James, Courtney Huff

The Foundation Review

Learning circles are an approach where individuals with a common interest meet regularly to learn from each other about a self-identified topic in a format chosen by the group. Honoring a group’s collective wisdom, centering participants’ learning needs, and prioritizing relationships and trust are all features of learning circles. This practice is of increasing interest to funders and evaluators as a tool for practicing learning and evaluation aligned with the Equitable Evaluation Framework™.

Kansas Health Foundation and its strategic learning partners, Innovation Network and Harder+Company Community Research, are exploring learning circles in two of the foundation’s initiatives: Integrated Voter Engagement …


Front Matter Sep 2023

Front Matter

The Foundation Review

No abstract provided.


Executive Summaries Sep 2023

Executive Summaries

The Foundation Review

No abstract provided.


Tfr 15.3 Full Issue Sep 2023

Tfr 15.3 Full Issue

The Foundation Review

No abstract provided.


Systems-Change Philanthropy: It’S Essential, And It’S Our Responsibility, Emily Bhandari, Alison Mohr Boleware, Octavio N. Martinez Jr. Jun 2023

Systems-Change Philanthropy: It’S Essential, And It’S Our Responsibility, Emily Bhandari, Alison Mohr Boleware, Octavio N. Martinez Jr.

The Foundation Review

The Hogg Foundation for Mental Health’s mission is to transform how communities promote mental health in everyday life. Policy engagement — fundamental to improving the social and structural determinants of mental health — has always been a strategic priority for the foundation, which has become a trusted resource for mental health and substance use policy issues in Texas. Yet, the state’s mental health and substance use policy community is limited in size, capacity, and training.

To address that reality, the Hogg Foundation for Mental Health Policy Academy and Policy Fellow Initiative was launched to invest in a mental health policy …


Executive Summaries Jun 2023

Executive Summaries

The Foundation Review

No abstract provided.