Nonprofit Administration and Management Commons^™

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 …

Front Matter

The Foundation Review

No abstract provided.

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 …

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 …

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 …

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 …

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 …

Tfr 15.3 Full Issue

The Foundation Review

No abstract provided.

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

Community Building As A Philosophy, Not An Initiative, Anne C. Kubisch, Kasi Allen, Max Gimbel

The Foundation Review

What happens when a foundation invests in community building for the long haul? The Ford Family Foundation, a rural embedded funder in southern Oregon, has made that transition over the past decade. The result is a transformed organization with a 10-year strategic plan focused on helping rural communities build the futures that they want to see — places where children and families can thrive.

The foundation is pursuing community building not as a stand-alone strategy or “initiative,” but as a philosophy that guides local community development efforts based on capacity building and grantmaking based on partnerships. The shift to a …

Exploring Flexibility In Philanthropic Funding For Place-Based Efforts To Improve Community Health: Reflections On A New York State Multisite Initiative, Beth C. Weitzman, Courtney Abrams, Bronwyn Starr, Irfan Hasan, Amy Shire, Brian Elbel, Carolyn Berry

The Foundation Review

Place-based efforts represent a key approach for philanthropies committed to addressing social determinants of health. This article shares insights and reflections from an experience funding and evaluating the Healthy Neighborhoods Initiative, a $22 million, six-year, place-based effort by two grantmaking foundations in nine geographically and demographically diverse communities across New York state. The initiative aimed to facilitate healthy living by fostering environmental and policy changes to enhance access to nourishing, affordable food and effective spaces for physical activity. Strategies to attain the goals were identified by actors most familiar with local community conditions. The funders provided substantial technical assistance, opportunities …

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 …

Back Matter

The Foundation Review

No abstract provided.

Book Review: Changing Systems, Changing Lives: Reflecting On 20 Years, Kennedy Musyoka, Emily Irungu, Margaret F. Sloan

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

From Philanthropoid To Foundation Professional: Reflecting On A Century Of Staff Role Development In U.S. Private Foundations, Michele Fugiel Gartner, Tobias Jung, Alina Baluch

The Foundation Review

Scholarship on foundations has tended to focus on the organizational level or their societal roles. Less attention has been given to foundations’ internal dynamics. Thus, how the roles of foundation staff have developed and evolved has been largely overshadowed. To better understand this development, this article focuses on the individual professional. After a review of a century of research on foundation staff roles, this article maps and synthesizes four research periods highlighting the impact of philanthropic events on role evolution, demonstrating a movement from amateur traditions to emerging professional influences. Then, it critically reflects on the literature, particularly its U.S.-centricity …

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

How Foundations In An Aligned-Action Network Start To Move To Equity In Philanthropy: Findings From A Year Of Observations And Interviews, Jamie Levine Daniel, Tuyen K. Dinh, Laurie Paarlberg

The Foundation Review

Community foundations across the United States hold a powerful role in leading meaningful social change toward an equitable future. Despite their unique leadership role at the intersection of place, race, wealth, and inequality, we understand little about how these foundations understand and implement efforts that are responsive to issues in their communities, especially those that have been historically marginalized. This article examines how community foundations within an aligned-action network are engaging in philanthropic efforts through their shared commitment to advancing social and economic mobility. Using data from interviews with foundation staff, network meeting observations, and network documents over the course …

Tfr 15.2 Full Issue

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

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Executive Summaries

The Foundation Review

No abstract provided.

Editorial, Teri Behrens

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

Evaluating Evaluation Policy In The X Foundation, Peter Dahler-Larsen

The Foundation Review

Evaluation policies, which are becoming increasingly important for philanthropic foundations, communicate internally and externally about how evaluations are planned, designed, and managed. An evaluation policy also prescribes how the use of evaluation systematically reflects the mission and role of a foundation. Not much is known, however, about how evaluation policies are developed and changed in practice. Few, if any, foundations have published an evaluation of their evaluation policy. This article, written by an external evaluator, describes how an evaluation policy was developed at a Danish grantmaker committed to supporting innovative methods in human services. Using this foundation as an example, …

Back Matter

The Foundation Review

No abstract provided.

Achieving Sustainability In Community Health Initiatives: Follow The Money, Jo Z. Carcedo, Jessica Pugil, Shao-Chee Sim, Bret Sinclair

The Foundation Review

The U.S. health system’s “sick care” model — as designed — currently spends $4.3 trillion annually to treat its people once they become ill, yet it has done little to meaningfully advance their health and well-being. In fact, research consistently demonstrates that socio-environmental factors and individual behaviors — the social determinants of health — have a far greater impact on health outcomes. Responding to this research, in 2017 the Episcopal Health Foundation launched the Texas Community-Centered Health Home Initiative. The $10 million, multiyear investment was a proactive, developmental effort to build the capacity of community-based clinics to go beyond clinical …

Building Skills And Collaboration For College Success: Lessons From The Detroit College Success Professional Learning Community For Youth Development Professionals, Sara Plachta Elliott, Sarah Szurpicki, Onjila Odeneal, Megan Fenkell

The Foundation Review

From 2018 through 2020, the Jamie and Denise Jacob Family Foundation made grants to 17 youth development organizations in Detroit that were at varying levels of readiness to advance college success outcomes with their program alumni. At the same time, it was funding three collaborating capacity-building organizations to structure and facilitate a professional learning community that would support the youth programs in improving outcomes for “striving students” — young people who are less likely to graduate college because they come from families or communities with less access to opportunity and resources. In total, 17 YDOs and four schools participated in …

Tfr 15.1 Full Issue

The Foundation Review

No abstract provided.

Theory Of A Philanthropic Alliance: The Case Of The Global Alliance For The Future Of Food, Michael Quinn Patton, Ruth Richardson

The Foundation Review

Different kinds of action entities need different theoretical frameworks. A theory of change hypothesizes how an intervention is expected to achieve desired impacts in the world. A theory of philanthropy articulates a foundation’s role in supporting specific kinds of theories of change. This article extends that analysis to a theory of philanthropic alliance, which explains and hypothesizes how several foundations working together can have greater collective impact than they could working separately. A theory of philanthropy will be contrasted with a theory of philanthropic alliance, using the Global Alliance for the Future of Food to illustrate and illuminate the distinction …

Place-Based Initiatives By National Funders: Reflections From A Recovering Place-Based Funder, Karl Stauber

The Foundation Review

Much of central Appalachia has experienced an outflow of people, skills, and capital and as a consequence has been one of the models for community failure going back for over a century. But there are growing numbers of people and organizations that do not accept this fate as inevitable. Using a developmental approach called place-based funding, supported by national and regional foundations and led by community groups and innovative practitioners located in and near the region, the Appalachian Investment Ecosystem Initiative is helping communities build a new way forward. Designed to accelerate investments in rural communities, this joint venture by …