Nonprofit Administration and Management Commons^™

Internal Culture, External Impact: How A Changemaking Culture Positions Foundations To Achieve Transformational Change – With 2024 Prologue, Amy Celep, Sara Brenner, Rachel Mosher-Williams

The Foundation Review

Editor’s Note: This article, first published in print and online in 2016, has been republished by The Foundation Review with minor updates.

This article argues that a foundation’s internal culture is critical to achieving large-scale social change, but that efforts to build a changemaking 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 largescale social change: a focus on outcomes, transparency, authenticity, collaboration, racial equity and inclusion, continuous learning, and openness to risk.

This article offers insights into …

Donor-Advised Funds And Impact Investing: A Practitioner’S View – With 2024 Prologue, Sam Marks

The Foundation Review

Editor’s Note: This article, first published in print and online in 2022, has been republished by The Foundation Review with minor updates.

Any discussion of foundations embracing impact investing must include some discussion of one of the largest — and growing — sources of philanthropic capital: donor-advised funds. These philanthropic accounts allow donors of all sizes to access many of the functions of a private foundation, including the potential to invest for impact. Sponsors of these funds, however, face unique challenges in catalyzing impact investments.

Like the larger institutional foundations that have led the way as mission investors, sponsors must …

Emergent Learning: A Framework For Whole-System Strategy, Learning, And Adaptation – With 2024 Prologue, Marilyn J. Darling, Jillaine S. Smith, James E. M. Stiles, Heidi Sparkes Guber

The Foundation Review

Editor’s Note: This article, first published in print and online in 2016, has been republished by The Foundation Review with minor updates.

The field of philanthropy is exploring what it takes to achieve impact in complex environments. The terms “adaptive” and “emergent” are beginning to be used, often interchangeably, to describe strategies by which funders can tackle complexity. This article proposes distinguishing between the two and explores more deeply how the research into complexity can inform philanthropic practice.

While approaches like systems mapping, scenario planning, and appreciative inquiry have been put forward as useful approaches to expanding perspectives and seeing …

Executive Summaries

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

Lost Causal: Debunking Myths About Causal Analysis In Philanthropy – With 2024 Prologue, Jewlya Lynn, Sarah Stachowiak, Julia Coffman

The Foundation Review

Editor’s Note: This article, first published in print and online in 2022, has been republished by The Foundation Review with minor updates.

What if philanthropic evaluations told us that changes in the world had occurred, as well as how and why they occurred, including whether what foundations funded and grantees did contributed to those changes? What if evaluations made change pathways more visible, tested hypotheses and assumptions, and generated new insights based on what happened in the “black box” of systems change strategies? This type of learning comes from causal analysis — inquiry that explores cause-and-effect relationships.

Yet currently in …

Tfr 16.1 Full Issue

The Foundation Review

No abstract provided.

Goal-Free Evaluation: An Orientation For Foundations’ Evaluations – Updated 2024, Brandon W. Youker, Allyssa Ballard

The Foundation Review

Editor’s Note: This article, first published in print and online in 2014, has been revised for The Foundation Review with substantive additions, new examples, and minor updates.

Goal-free evaluation is a model in which official or stated program goals and objectives are unknown by the evaluator, serving as a counter to assessing impact solely according to goal achievement. Foundation-supported program evaluation, however, has historically focused on goal attainment as intuitively and inextricably linked to evaluation.

This focus has persisted despite the fact that goal-free product evaluations have been a norm for more than 75 years. Yet persuading funders to consider …

Systems Thinking For Social Change: A Practical Guide To Solving Complex Problems, Avoiding Unintended Consequences, And Achieving Lasting Results, Hilda Vega

The Foundation Review

Editor’s Note: This article, first published in print and online in 2015, has been republished by The Foundation Review with minor updates.

Passing In The Dark: Making Visible Philanthropy’S Hidden And Conflicting Mental Models For Systems Change, Jewlya Lynn, Julia Coffman

The Foundation Review

While the need for philanthropy to focus on systems change as a way to scale and sustain impact is now widely accepted, we see the sector largely failing to recognize that there are different mental models for how to change systems. Sometimes the approaches foundations use are based on competing mental models or models that are not a good fit for the systems, problems, strategies, or practices they are using.

We see two mental models for systems change being used in philanthropy: systems dynamics and systems emergence. Strategies that use the systems-dynamics mental model aim at points of high leverage …

The Soft Stuff Doesn’T Have To Be Hard: Foundation Investments In Grantee Workers Are Necessary, Valuable, And Measurable – With 2024 Prologue, Rusty M. Stahl

The Foundation Review

Editor’s Note: This article, first published in print and online in 2022, has been republished by The Foundation Review with minor updates.

There is an urgent need for funder investments in the ability of grantee nonprofit organizations to support their staff. Such investments, when done well, can yield significant value for individuals, organizations, and fields of work or movements. Furthermore, the value of these investments can be evaluated and communicated.

This article explores the reasons for and implications of the inadequate response by funders, offers a path forward for designing investments in grantee staff, and documents how funders can capture …

A Foundation’S Theory Of Philanthropy: What It Is, What It Provides, How To Do It – With 2024 Prologue, Michael Quinn Patton, Nathaniel Foote, James Radner

The Foundation Review

Editor’s Note: This article, first published in print and online in 2015, has been republished by The Foundation Review with minor updates.

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 …

Orienting Volunteers On Cultural Awareness And Empathy While Working With Refugees, Sangya Dhungana

Critical and Creative Thinking Capstones Collection

It is imperative to recognize that effective volunteer engagement in refugee resettlement hinges upon a deep understanding of cultural dynamics and sensitivities. This paper explores the challenges and complexities of volunteer engagement with refugees, offering insights from the author's experiences, scholarly literature, and theoretical frameworks. The writing highlights the importance of cultural awareness, empathy, and reflective practice in supporting refugees during resettlement while acknowledging the need for ongoing learning and evaluation of volunteer approaches. Relevant concepts and theories from the Critical and Creative Thinking courses are included, integrating perspectives into the author’s analysis of volunteer experiences. Additionally, the paper incorporates …

Health And Healthcare: Designing For The Social Determinants Of Health And Blue Zones In North Nashville, Rebecca Tonguis, Honor Thomas, Olivia Hobbs

[Archive] Belmont University Research Symposium (BURS)

Owned by North Nashville’s First Community Church, a now empty site in the Osage-North Fisk neighborhood of North Nashville has been identified as a potential site for a new location of The Store, in addition to a community-centric architectural development based on the social determinants of health and informed by the principles behind Blue Zones, the locations with the highest lifespans in the world. Opened by Brad Paisley and Kimberly Williams-Paisley, The Store is a free grocery store that “allow[s] people to shop for their basic needs in a way that protects dignity and fosters hope”, for which North Nashville …

An Overview Of The Nonprofit Sector In Missouri, Ivy Shen

Missouri Policy Journal

This paper examines the key characteristics of nonprofit organizations, analyzes the data obtained from the IRS, provides a snapshot of the nonprofit sector in Missouri, discusses the breakdown of various types of these organizations, compares the nonprofit sectors in Missouri and at the national level, and highlights key statistics of the sector. As of November 2022, Missouri is home to 38,460 nonprofit organizations, out of which 501(c)(3), 501(c)(7), and 501(c)(4) are the most common IRS tax codes. By the NTEE classification system, the top two classifiable categories of Missouri nonprofits are human services and religious congregations. The Missouri nonprofit sector …

Containerization Of Seafarers In The International Shipping Industry: Contemporary Seamanship, Maritime Social Infrastructures, And Mobility Politics Of Global Logistics, Liang Wu

Dissertations, Theses, and Capstone Projects

This dissertation discusses the mobility politics of container shipping and argues that technological development, political-economic order, and social infrastructure co-produce one another. Containerization, the use of standardized containers to carry cargo across modes of transportation that is said to have revolutionized and globalized international trade since the late 1950s, has served to expand and extend the power of international coalitions of states and corporations to control the movements of commodities (shipments) and labor (seafarers). The advent and development of containerization was driven by a sociotechnical imaginary and international social contract of seamless shipping and cargo flows. In practice, this liberal, …

Editorial: Citizen Initiatives For Global Solidarity (Cigs) In Disaster And Humanitarian Response, Erika Frydenlund, Hanne Haaland, Jose J. Padilla, Hege Wallevik

VMASC Publications

[Introduction] The papers in this Research Topic contribute to the growing body of knowledge on citizen-led initiatives responding to disasters and humanitarian emergencies globally. From conflict and climate change to increased migration and the COVID-19 pandemic, the world faces humanitarian challenges of unprecedented scope and scale. With the globalization of news, travel, and crowdfunding, these crises have become more visible to ordinary citizens, prompting some to start their own aid initiatives. These small, often spontaneous organizations, sometimes referred to as Citizen Initiatives for Global Solidarity (CIGS), emerge to address urgent needs. Our team has studied the phenomenon of citizen-led aid …

Identifying Accessibility Improvement Opportunities For Global Environmental Communication Websites, Alicia Mason, Josh Compton, Sakshi Bhati

Faculty Submissions

Digital environmental information presented with low web accessibility reduces parti-cipation in environmental advocacy and information seeking behaviors for many people with disabilities, creating a consequential digital divide. We use WEB AIM computer automated analysis of web accessibility to assess the general accessibility of online environmental communication messages. Results show 95.3% of the popular websites in our sample had indicators of potentially critical accessibility errors. Our findings highlight the importance of addressing digital environmental information accessibility shortcomings so that educational, informational and persuasive environ-mental messages can increase environmental literacy of vulnerable populations and help to bridge the digital divide.

Reducing Food Scarcity: The Benefits Of Urban Farming, S.A. Claudell, Emilio Mejia

Journal of Nonprofit Innovation

Urban farming can enhance the lives of communities and help reduce food scarcity. This paper presents a conceptual prototype of an efficient urban farming community that can be scaled for a single apartment building or an entire community across all global geoeconomics regions, including densely populated cities and rural, developing towns and communities. When deployed in coordination with smart crop choices, local farm support, and efficient transportation then the result isn’t just sustainability, but also increasing fresh produce accessibility, optimizing nutritional value, eliminating the use of ‘forever chemicals’, reducing transportation costs, and fostering global environmental benefits.

Imagine Doris, who is …

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 …

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 …

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 …

Front Matter

The Foundation Review

No abstract provided.

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

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 …

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 …

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 …

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 …

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 …

Executive Summaries

The Foundation Review

No abstract provided.