Nonprofit Administration and Management Commons^™

Power-Sharing Under Pressure: What A Decade Of Community Partnership Reveals For Philanthropy Today, Clare Nolan, Pilar Mendoza

The Foundation Review

Between 2017 and 2024, U.S. philanthropy experienced a period of significant innovation as many foundations reconsidered long-standing assumptions about control and began taking steps to share power more directly with the communities they fund. This article draws on community leaders’ reflections, alongside the authors’ perspective as long-term evaluators, to examine how these commitments were experienced in practice.

The article focuses on the David and Lucile Packard Foundation’s Starting Smart and Strong Initiative (S3I), a 10-year effort to strengthen early learning systems across East San Jose, Fresno, and Oakland, California. Drawing on interviews with grantees and technical assistance partners, along with …

Adaptive Learning Partnerships In Action: Insights And Reflections From The Macarthur Foundation’S Big Bet On Nigeria, Julian Williams, Michael Moses

The Foundation Review

This article explores the evolution of the authors’ strategic learning partnership during their work together with the MacArthur Foundation’s Big Bet On Nigeria. The authors share practical insights into how foundations can cultivate learning relationships grounded in trust, aligned with priorities of program staff and grantees, and calibrated to generate timely, actionable insights.

The authors highlight the key principles that enabled them to help the program and grantees identify and adapt to emerging challenges, lessons, and needs, both within the programming context and in the foundation. In doing so, they offer a roadmap for funders and evaluators seeking to embed …

Front And Back Matter

The Foundation Review

No abstract provided.

Full Issue

The Foundation Review

No abstract provided.

From Framework To Practice: Insights About Aligning Foundation Impact And Strategic Positioning In A Trust-Based Philanthropy Era, Nancy Pole, Marie-Andrée Mbengue-Reiver, Anne Loranger-King

The Foundation Review

This article examines how a framework revealing foundations’ distinct orientations towards social impact has been used in practice, illustrating the tool’s utility and areas for refinement through one foundation’s experience.

Originally developed for Quebec’s philanthropic ecosystem, the heuristic positions foundations along two continua: strategic posture (problem-solving versus communitysupporting) and impact focus (grantee outcomes versus foundation outcomes), creating four impact orientation quadrants.

The case reveals productive tensions when different parts of a foundation occupy different quadrants. They are particularly acute for public foundations accountable simultaneously to donors, grantees, government funders, and communities.

These insights inform future framework iterations with a view …

Editorial, Julia Coffman

The Foundation Review

No abstract provided.

Reimagining Power And Practice: Grantee Reporting For Greater Impact, Steven Lafrance, Jamae Morris, Lauri Valerio

The Foundation Review

The evaluation of Robert Wood Johnson Foundation’s (RWJF) Written Reports Alternative Project (WRAP) pilot revealed that Oral and Alternative Reporting (OAR) options offer a practical, values-aligned pathway to equitable, trust-based reporting that reduces burden while improving usefulness with a pathway to scale.

WRAP participants reported strengthened relationships and two-way learning, especially when conversations complemented or replaced written materials.

Recommendations for others considering OAR include: offer and codify choice, center questions that matter, design technology to support multiple formats, compensate grantee time for evaluation or additional learning-related asks, and train staff for relational learning.

RWJF’s experience demonstrates how reporting can be …

Unpacking Assumptions: What Evaluation Capacity Building Looks Like When It’S Optional, Flexible, And Funded, Jennifer Marsack, Martena Reed, Robiel Abraha, Abby Triño, Sara Jones, Brita Blesi

The Foundation Review

Evaluation capacity building (ECB) in the philanthropic sector is often designed around a common set of assumptions: organizations need to be directed toward “correct” evaluation practices, compliance is the primary motivator for engagement, and funder-defined metrics are the most appropriate measure of success. This article challenges these assumptions by sharing insights from a multi-year ECB initiative funded by Houston Endowment called Harnessing the Power of Data.

Drawing on surveys, interviews, and program participation data, the authors explore how co-creating learning goals in a strengths-based structure shifts the evaluation culture of an organization. Key lessons include: (1) how flexibility and alignment …

Paying For Participation: Equitable Compensation Models For Community Co-Researchers, Jamie Zimmerman, Prabhneet Girn

The Foundation Review

Community-engaged research is increasingly central to philanthropic practice, yet funders rarely provide guidance for compensating community members who participate as co-researchers. This gap is especially pronounced for youth, who often face administrative, legal, and developmental constraints that complicate what “fair pay” looks like in practice.

This article presents findings from a mixed-methods comparative case study of three youth participatory action-research projects involving 44 youth ages 16–24 across varied organizational settings. Data were collected through youth surveys, focus groups, staff interviews, financial analysis, and document review.

Findings show that each model carries distinct trade-offs related to feasibility, transparency, and administrative capacity, …

How, For Whom, And Under What Conditions: Using A Causal Pathways Approach To Support The Goals Of Philanthropic Evaluation, Drew Koleros, Sophie Bright, Dana Harrison, Megan Shoji, Tina Fletcher

The Foundation Review

Causal pathways approaches are gaining traction as evaluators seek methods that move beyond descriptive analysis to rigorously explain how, for whom, and under what conditions change occurs in complex systems. Yet there remains limited practical guidance on how to operationalize these approaches in real-world philanthropic contexts or assess their quality.

This article addresses these gaps through a case study of an evaluation taking a causal pathways approach that examines students’ experiences in four virtual and hybrid K–12 learning models. Using a realist evaluation design within a broader causal pathways orientation, the authors collaboratively developed theories of change, iteratively tested and …

Executive Summaries

The Foundation Review

No abstract provided.

Disrupting The Time Space Continuum: Time Travel As Methodological Practice For Building Evaluation Capacity, Linetta Alexander

The Foundation Review

Dominant Western ideology limits our understanding of and engagement with time, representing it as a linear two-dimensional arrow that moves forward in one direction from the past to the future. Viewing the past, present, and future as distinct and disconnected phases can hinder the growth and improvement of organizations working on building their evaluation capacity.

In contrast to Western notions of time, Indigenous cultures of the Americas and Africa understand the interconnectedness of all aspects of being, that our experiences are more cyclical, where birth leads to death and death to rebirth. The Sankofa principle, rooted in Akan philosophy, states …

Executive Summaries

The Foundation Review

No abstract provided.

Front And Back Matter

The Foundation Review

No abstract provided.

Editorial, Julia Coffman

The Foundation Review

No abstract provided.

Why Foundations Begin Making Program-Related Investments: Evidence From Recent Adopters, Maoz (Michael) Brown

The Foundation Review

Why do foundations begin making program-related investments (PRIs)? This article answers that question by drawing on interviews with professionals at 36 U.S. foundations that recently began implementing PRIs.

While achieving positive impact is a central motivating factor, the study reveals it is uncommon for new PRI-makers to target impact uniquely tailored to PRIs, e.g., establishing a credit history for the recipient. Operational benefits, e.g., stretching the foundation’s financial resources, are more salient in the decision to undertake PRIs, even though such benefits are often marginal.

This article also highlights a previously underexplored but apparently significant driver of PRI adoption: the …

Philanthropic Archives And Legacy, Katherine Badertscher, Huitan Xu

The Foundation Review

This article details an environmental scan of publicly available sources and interviews to explore the landscape of archival work in philanthropy.

There is no single guidance appropriate across the spectrum of foundations and family philanthropies. Given foundation heterogeneity, records management and archiving require tailored approaches rather than a “one-size-fits-all” solution.

The authors theorize legacy as a form of capital, embodied in records, stories, and knowledge, and present a continuum of five strategies for archiving infrastructure.

Beyond The Check: Lessons In Trust, Support, And Structure For Flexible Well-Being Grants, Martena Reed, Jennifer Marsack, Chelsey Hurt, Gladys Hairston, Karla Mendez, Tejaswini Vemuganti, Valerie Stewart, Cindy Alvarado

The Foundation Review

This article draws on a developmental evaluation of the Blue Cross and Blue Shield of North Carolina Foundation’s Well-Being Grants, which awarded over 100 small, flexible grants to support nonprofit staff and organizational well-being. Using surveys, interviews, focus groups, and document review, authors examined how organizations defined well-being, how they used the funds, and what factors shaped their choices.

Findings show that, while grantees valued flexibility, many relied on familiar approaches such as retreats, stipends, and team building. Long-standing compliance norms engendered caution about experimentation, even when funders encouraged it.

The authors argue that funders must pair flexible dollars with …

Beyond Need: Exploring Readiness To Implement Change As A Predictor Of Nonprofit Capacity-Building Success, Bridget Y. Samuel

The Foundation Review

This mixed-methods exploratory study investigates whether organizational readiness to implement change predicts capacity-building success more reliably than the level of perceived need.

Using a six-factor readiness assessment measuring clear priorities, change management resources, time investment commitment, board engagement, systems infrastructure, and cash flow, data from 10 participating organizations reveal a significant correlation between readiness scores and early capacity-building outcomes.

The findings challenge three common field assumptions: that the greatest capacity-building need should drive selection, that capacity-building works uniformly across developmental stages, and that dysfunction can be addressed through “standard” capacity-building programming.

Defining Community Philanthropy: Principles And Dimensions Of A Transformative Practice, Michael D. Layton

The Foundation Review

Community philanthropy is increasingly promoted as an alternative to institutional, top-down philanthropy, yet the term remains contested. In the Global North, it is typically associated with community foundations, while in the Global South the emphasis is on community itself.

This article offers a definition of community philanthropy as a practice rooted in context and power rather than a single institutional form. It identifies five transformative characteristics that distinguish community philanthropy from conventional giving and translates these principles into seven dimensions that can be used to identify and assess community philanthropy in practice.

For practitioners, evaluators, and funders, this framework offers …

Considering Barriers To Funding Fiscal Sponsorship: Insights From Sponsor And Project Leaders, Elliot M. Zettas, Todd L. Ely, Fredrik O. Andersson

The Foundation Review

This study explores barriers to funding fiscal sponsorship based on interviews with 68 leaders of sponsors and sponsored projects. Findings reveal that funders’ limited understanding and restrictive policies contribute to negative sentiment and reduced grant access for sponsored initiatives.

Despite fiscal sponsorship’s administrative efficiencies and mission-focused benefits, funders often perceive sponsored projects as less legitimate, misunderstand sponsor roles, and resist covering sponsor cost allocations when framed as fees. Structural complexities — such as shared EINs and geographic mismatches — further impede eligibility for funding.

This article concludes with actionable recommendations for funders and sponsors, including staff education, updated grant guidelines, …

The Future Of Purpose-Driven Work: Evaluating A Case Study Of The Hybrid: Flexible Purpose Model At The Robert Wood Johnson Foundation, Jeff Williams, Melyssa Tsai O'Brien, Trish Abalo

The Foundation Review

This 15-month case study employed a comprehensive mixed-methods evaluation to document and assess the model across six key areas. Findings revealed the Hybrid: Flexible Purpose model preserved or improved grantmaking outcomes, enhanced staff well-being and autonomy, and expanded the diversity of the talent pool.

Challenges emerged regarding sustaining the organizational culture, fostering cross-team and informal relationships, and ensuring consistent policy implementation across teams, particularly in finding the optimal balance between stated goals and actual experiences during mandatory in-person gatherings.

Findings also documented a “hybrid coordination tax,” i.e., additional effort required to manage mixed in-person and virtual meetings and schedules.

These …

Moving Beyond Words To Action: A Practitioner’S Playbook For Achieving Collaboration Success, Tessa Lesage, Jonathan L. Romine, Jane Wei Skillern

The Foundation Review

This article argues that foundations must shift from acting as grantmakers alone to becoming active stewards of cross-sector collaborative networks.

Drawing from more than two decades of field experience and research each, the authors outline a framework for moving from collaborative rhetoric to action, identifying four essential and interconnected actions: fueling trust, elevating purpose, nurturing networks, and strengthening stewardship.

Through case examples, the article illustrates how authentic, trust-based relationships, shared goals, and relational network leadership can drive scalable, sustainable impact.

The article offers both a compelling critique of traditional philanthropic approaches and a strategic road map for how foundations can …

Tfr 18.1 Full Issue

The Foundation Review

No abstract provided.

Using Ai To Redirect Donor Support To Smaller Organizations, Madeleine Alegria, Brandolon Barnett

The Foundation Review

Despite rising interest in supporting local causes, many donors continue to give to large, nationally recognized nonprofits. This reflects ongoing structural barriers such as limited nonprofit visibility, decision fatigue, and search environments that prioritize brand familiarity.

At the same time, small-dollar giving has declined for three consecutive years, highlighting the need for more transparent, accessible, and trustworthy tools to support donor decision-making (Childress, 2024; Lilly Family School of Philanthropy, 2023).

In a 2024 evaluation study, 291 U.S. donors were randomly assigned to use either the Giving Compass Guide to Good platform or general internet tools to select a new nonprofit …

Front And Back Matter

The Foundation Review

No abstract provided.

The Ai Contributor: A New Thought Partner In Systems Change, Jewlya Lynn, Rachel Reichenbach

The Foundation Review

Many foundations are making long-term commitments to advancing systemic change, continually adapting and refining their approaches along the way. An emerging and often underutilized tool in their systems change toolkit is generative artificial intelligence (AI).

AI is enhancing practices across philanthropy, often focused on increasing efficiencies and scaling or streamlining human tasks. What if we instead focus on what AI can do that is distinctly different from what a human can offer? In the world of systemic change, we continue to struggle with the complexity and intractability of systems and finding moments when systems can be shifted. AI can be …

Executive Summaries

The Foundation Review

No abstract provided.

Editorial, Julia Coffman

The Foundation Review

No abstract provided.

Archetypes Of Ai Adoption: A Snapshot In Time Of Philanthropic Practice, Grace Lyn Higdon, Linda Raftree

The Foundation Review

The authors identified four archetypes describing philanthropic funders’ approach to AI: The Curious, The Doers, The Dreamers, The Skeptics.

The authors did not find major differences found across foundations based on their geographic location, though there were differences found based on their mission and values. Feminist and social justice funders in the Global South demonstrated more skepticism than others.

Even in seemingly benign or straightforward applications, AI systems demonstrate unpredictable behavior, leading to most foundations proceeding with caution.

The rapid pace of AI has meant that formal AI policies are rare, though foundations align on some common “red lines” that …