Nonprofit Administration and Management Commons^™

Enhancing Foundation Capacity: The Role Of The Senior Leadership Team, Melissa A. Berman

The Foundation Review

This article examines the issue of foundation organization design and assesses how foundation leaders might think about their organizations as institutions.

Noting that any organization structure inhabited by human beings creates silos and territorial issues, foundation leaders are increasingly using two primary mechanisms to minimize these artificial barriers and maximize collaboration: enhanced headquarters functions to help integrate across the organization, and senior leadership teams.

This article reviews the structure, roles, responsibilities, and value-add of senior leadership teams at 19 foundations. The senior leadership team plays a crucial role in foundations, functioning as an advisory group to the president and chief …

Key Ingredients For School Food Systems: An Evaluation Of The Orfalea Foundation’S School Food Initiative, Holly Carmichael Djang, Barbara Andersen, Tatiana Masters, Jan Vanslyke, Blair Beadnell

The Foundation Review

In 2007, the Orfalea Foundation launched a nine-year strategic effort aimed at empowering public school districts in California’s Santa Barbara County. The purpose was to implement food-service operations that offered nourishing meals and to create a culture that prioritized the health and wellness of children and families.

The initiative, which involved 84 schools and more than 50,000 students, assessed the capacity of the county’s school food services, including existing skill levels and equipment needs. Striving to tailor programming to specific needs, the foundation emphasized stakeholder involvement throughout the process.

The foundation took a number of steps to understand the value …

Back Matter

The Foundation Review

No abstract provided.

Critical Team-Building Tools In Philanthropy, Ali Webb, Michael F. Bell

The Foundation Review

Using the experience of a team at a large, U.S.-based foundation over a four-year period, this article examines four essential tools for cultivating high-performing teams in the philanthropic sector.

The tools are giving and receiving feedback, the art of appreciations, organizing meetings to produce accountability, and assessing team communication styles, all applied with a racial equity lens. Use of these tools resulted in a more cohesive team that performed well when buffeted by changing priorities and substantial global problems.

The tools are likely applicable in every sector. But when used by foundations where large-scale social issues are the crux of …

Appendix - Program Officer Practice Profile - Using Implementation Science To Translate Foundation Strategy, Allison Metz, Douglas Easterling

The Foundation Review

APPENDIX Program Officer Practice Profile

The Art And Science Of Place-Based Philanthropy: Themes From A National Convening, Giannina Fehler-Cabral, Jennifer James, Hallie Preskill, Meg Long

The Foundation Review

This article shares insights and implications generated at a convening titled Is This a Better Place? The Art and Science of Place Evaluation. Participants included funders, evaluators, and community partners who came to discuss and share effective learning practices and the role of evaluation in place-based work.

Place-based work requires a long-term investment in collaborative partnerships to create, nurture, and sustain local and systemic changes. In order to support this complex work, partners have to incorporate approaches that are nimble, iterative, and responsive to the changing needs of a “place” over an initiative’s life span.

The convening produced a number …

Using Implementation Science To Translate Foundation Strategy, Allison Metz, Douglas Easterling

The Foundation Review

New strategies sometimes require foundations to shift their staffing, organizational structures, administrative processes, and, possibly, their culture. The field of implementation science offers guidance to foundations as they effectively implement strategies that depart from prevailing practice.

This article focuses on two specific tools from implementation science: the practice profile and the Implementation Drivers Assessment. The practice profile answers the question, "What does the strategy require of particular foundation staff?" The implementation drivers analysis explores the broader question, "What does the strategy require in the way of organizational change within the foundation?”.

These two tools were used by the Kate B. …

The Foundation Review 8.2 Full Issue

The Foundation Review

No abstract provided.

Inquiry: A Participatory Approach For Understanding Stakeholder Perceptions, Matthew Militello, Christopher Janson, Drew Tonissen

The Foundation Review

This article addresses two important and elusive issues for funded projects: quantifiable measures and deep understandings of participant perceptions.

It describes the development of the InQuiry evaluation tool, which combines Q methodology (factor analysis process to quantify perceptions) with a qualitative participatory approach. InQuiry generates both quantified metrics of what participants believe about a given topic and also a rich narrative of why participants think the way they do. These data yield metrics for understanding fidelity, outcomes, and impacts.

Beginning with the history of a program funded by the W.K. Kellogg Foundation, this article also illustrates the tool’s usefulness. The …

Editorial, Teri Behrens

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

Emergent Learning: A Framework For Whole-System Strategy, Learning, And Adaptation, Marilyn Darling, Heidi Guber, Jillaine Smith, James Stiles

The Foundation Review

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 whole systems, the field needs a framework for going beyond these planning tools in order to actually create the conditions in which …

The Groundwork For Successful Cohort- Based Fiscal Capacity-Building: An Evaluation Of The Strengthening Financial Management Initiative, Nancy Devine

The Foundation Review

This article is based on the findings of an evaluation of The Wallace Foundation’s Strengthening Financial Management initiative, which show that it is possible, with well-designed training and support, to enhance the ability of nonprofit leaders to strategically manage their resources for long-term sustainability and programmatic quality.

The initiative tested two models of capacity building – a relatively high-intensity approach and a lighter, though still substantive, model. While the two shared a common core of content, the amount of resources provided in each of the two models was dramatically different.

In addition to the two main findings – that building …

The Philanthropic Collaborative For A Healthy Georgia: Building A Public-Private Partnership With Pooled Funding, Karen Minyard, Mary Ann Phillips, Susan Baker

The Foundation Review

This article explores the origins and structure of the Philanthropic Collaborative for a Healthy Georgia and examines its first initiative: to encourage the development of school health programs in Georgia public schools serving low-income children without access to health services. Over the last decade, the collaborative has brought together more than 20 private, community, and corporate foundations to respond to the state's health-related challenges. One of its objectives is to provide a structured learning framework that enables foundations to be more informed and effective in their own grantmaking. The collaborative also pursues opportunities for foundations to collectively fund strategic initiatives …

Assessing A Foundation’S Contribution To Public-Policy Change: A New Framework, Barbara Masters, Gigi Barsoum, Sandra Martinez, Fatima Angeles

The Foundation Review

This article presents a framework for evaluating a foundation’s role in complex policy-change efforts, based on a 10-year retrospective evaluation of The California Wellness Foundation’s grantmaking in public policy.

After examining more than 25 policy outcomes associated with the foundation’s grantmaking priorities, three dimensions of contribution emerged: the role of its grantees relative to other organizations, the prominence of its role and funding relative to other funders or donors, and the degree of alignment between the policy change and the foundation’s policy goals.

The experience of The California Wellness Foundation illustrates that there is no single approach to supporting work …

Review Of Staying The Course, Elizabeth Delaney

The Foundation Review

Moody, William S. (2014) Staying the Course: Reflections on 40 Years of Grantmaking at the Rockefeller Brothers Fund. London: Alliance Publishing Trust. ISBN: 1907376216

Foundations Supporting Research And Innovation In Europe: Results And Lessons From The Eufori Study, Barbara Gouwenberg, Danique Ali, Barry Hoolwerf, Rene Bekkers, Theo Schuyt, Jan Smit

The Foundation Review

This article presents the most important results of the European Foundation for Research and Innovation Study, the first study to map the roles and collective contributions of Europe’s large, heterogeneous, and fragmented sector of research and innovation foundations.

The study, based on a review of about 1,000 foundations, estimates that they contribute at least $6.4 billion a year to research and innovation in Europe. While this estimate shows that the contribution is quite substantial, its economic weight is modest compared to that of government, the business sector, and other actors in the domain of research and innovation.

European foundations prefer …

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.

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 …