Nonprofit Administration and Management Commons^™

Executive Summaries

The Foundation Review

No abstract provided.

How To Implement A Funder-Supported Advocacy Effort And The Integral Role Of Policy Consultants, Deena Margolis, Leah Ersoylu

The Foundation Review

There has been growing recognition in the philanthropic field that public-policy engagement and advocacy are critical strategic investments to support social change. For those foundations that are new to advocacy or are contemplating adding this type of work to their portfolio, however, this can be a significant shift in how they do business.

Before a foundation engages in this type of work, it is critical that leadership and staff understand the role and potential impact of foundations in the advocacy and policy arenas, the practical considerations of how best to engage in advocacy and policy work, and the role of …

Shine A Light: The Role Of Consultants In Fostering A Learning Culture At Foundations, Jared Raynor, Ashley Blanchard, Marieke Spence

The Foundation Review

Noticeably absent on the list of reasons foundations cite for engaging consultants is learning – a particularly important attribute for foundations that grapple with complex issues in dynamic environments.

Consultants are particularly well positioned to help foundations in the learning process. They help organizations understand and create models and frameworks, implement strategies and mechanisms within them, overcome roadblocks to learning, and put them on a path toward a dynamic and sustainable learning culture.

This article proposes that being explicit about the value of fostering a learning culture in a foundation within the context of any consulting engagement will enable both …

Understanding Philanthropy Consulting: A Tool To Identify The Roles And Capabilities Needed From External Support, Brian Leslie, Kelsey Noonan, Clint Nohavec

The Foundation Review

This article categorizes the distinct roles played by philanthropy consultants and presents a tool and framework for charitable foundations to identify and evaluate the roles and capabilities they need from those consultants.

The article categorizes seven capability areas, from strategy setting to talent development, that are core to all foundations. Then, it identifies trigger points within these capability areas that lead foundations to undertake projects that may require outside support. Third, the article maps the capabilities that foundations consider in determining whether and how to engage philanthropy consultants.

The resulting tool is scalable and broadly applicable, providing foundation staff and …

The Family Foundation Life Cycle And The Role Of Consultants, Melissa L. Nemon, Claudia J. Jacobs, Mary Phillips, Judy Sneath

The Foundation Review

The dynamics unique to family foundations, including a dedication to preserving a legacy and to sharing decision-making among family members, are often a significant influence on a foundation’s governance and operations and may extend to how their experiences with consultants differ from those of other foundations or nonprofits.

This article, which draws on a survey and interviews with family foundations asking why, when, and how they hire consultants, looks at common experiences that lead family foundations to seek external help and how these foundations can learn from the experiences of their peers.

This article introduces the Family Foundation Life Cycle …

Editorial, Kris Putnam-Walkerly

The Foundation Review

No abstract provided.

Effective Consulting Partnerships To Philanthropy, Ellen Irie, Kim Ammann Howard, Ria Sengupta Bhatt, Naomi Orensten

The Foundation Review

This article explores the realm of partnerships among consultants who are supporting philanthropy, surfaces the forms those philanthropy-consulting partnerships take, and describes their benefits and inherent challenges. It also describes what foundations most need to know about initiating and supporting philanthropy-consulting partnerships.

Types of consulting partnerships are a function of the needs they address and the contexts in which they were initiated. A useful way of looking at consulting partnerships is according to their structure – whether the relationship with the client is primarily horizontal or vertical in nature. In a vertical structure, a client hires a consultant, who in …

Going Beyond Grantmaking: Using External Help To Extend A Foundation’S Core Competencies And Increase Its Impact, Gwen Walden,, Lauren Marra, Katrina Briddell

The Foundation Review

The drive to achieve impact beyond grantmaking represents a paradigm shift in the way foundations seek to make social change. By bringing to bear new resources and thinking, this shift has the potential to amplify the impact of the philanthropic sector. Consultants and other intermediaries have critical roles to play in extending and enhancing this impact.

This article explores the opportunities and challenges inherent in foundations’ efforts to go beyond grantmaking and examines how they can – and cannot – effectively use consultants and other intermediaries to enhance such efforts. It presents three cases: incubating and launching a new organization, …

Executive Summary

The Foundation Review

No abstract provided.

What We Have Learned About Grassroots Philanthropy: Lessons From Mexico, Artemisa Castro Félix, A. Scott Dupree

The Foundation Review

Mexico is going through a transition from traditions of authoritarian, top-down social and political management that have tended to marginalize the efforts of community groups in addressing social and environmental challenges.

While there are many important questions about strengthening civil society organizations in general, grassroots groups in particular are challenged by the weak enabling environment for social action.

Despite this, the Action in Solidarity Fund has found that it is very possible for philanthropists to reach small grassroots groups with the support they need and to begin to strengthen the social fabric for communities to act on their own behalf. …

Drugs, Depression, And Dating Violence: Partnering With Schools To Collect And Use Data On Adolescent Risky Behaviors, Rebecca H. Donham, Shari Kessel Schneider

The Foundation Review

In 2005, the MetroWest Health Foundation launched a 10-year initiative to conduct the federal Centers for Disease Control and Prevention’s Youth Risk Behavior Survey biennially with every high school and middle school student in the foundation’s 25-town region. The survey asks students about substance use, violence, sexual behaviors, mental health, and nutrition.

In the first year of the initiative, about two-thirds of public high schools and half of the middle schools in the region participated. By 2012, every public high school and middle school participated. Encompassing some 40,000 students, the survey is considered to be one of largest, if not …

Maximizing Return: An Evaluation Of The Walton Family Foundation’S Approach To Investing In New Charter Schools, Matthew Carr, Marc Holley

The Foundation Review

The Walton Family Foundation’s social-impact goals include reform of the American K-12 education system by increasing the number of highquality schools available to low-income students. One of the foundation’s signature strategies toward this end is to support charter schools.

This article presents the findings of a study that suggests the foundation’s investment approaches to charter school startups have been successful in supporting the creation of high-quality seats for low-income students. Specifically, the foundation has invested in charter schools where test-score performance has shown greater improvements than at local district schools and charter schools that have not received foundation funding.

These …

Back Matter

The Foundation Review

No abstract provided.

Redefining Expectations For Place-Based Philanthropy, Katelyn Mack, Hallie Preskill, James Keddy, Moninder-Mona K. Jhawar

The Foundation Review

This article discusses how The California Endowment has used a midcourse strategic review to refine Building Healthy Communities, aiming to provide insight for other place-based initiatives and to add to the body of knowledge about how to support transformative community change.

With Building Healthy Communities, the endowment is taking a new approach to community change using a dual strategy to build community capacity in 14 places and scale the impact of its local efforts through statewide policy advocacy and communications. In 2013, it commissioned a strategic review to reflect on what it has learned from the first three years of …

Peeking Behind The Curtain: The Operations And Funding Priorities Of Rural Private Foundations, Dorothy Norris-Tirrell, Brandi Blessett, Claire Connolly Knox

The Foundation Review

This article examines the operations and funding priorities of rural private foundations in Florida, using data from the U.S. Census, the Urban Institute’s National Center for Charitable Statistics, and interviews with foundation leaders.

The study found that grantmaking by rural foundations is split between out-of-state and in-state giving, determined by the intent of a benefactor or the personal choices of a foundation founder and/ or family.

This finding presents opportunities for nonprofit organizations and community groups in rural counties to communicate community needs in order to retain a larger amount of foundation dollars in the foundation’s home state and county.

Giving Circles In Asia: Newcomers To The Asian Philanthropy Landscape, Robert John

The Foundation Review

Amid the rapid development of philanthropy across Asia, over the past 10 years a number of giving circles have appeared in the region.

This form of philanthropy, where individuals pool resources and provide grants to nonprofit organizations in their community, is well known and studied in the U.S. This article examines the phenomenon in Asia, and finds giving circles there to be either indigenous or based on models transplanted from the United States or Europe.

While ancient traditions of charitable giving have existed for centuries in Asia, the concept of organized philanthropy in order to effect specific societal benefit is …

Editorial, Teri Behrens

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

Enabling Community And Trust: Shared Leadership For Collective Creativity, Mohammed Mohammed, Kurian Thomas

The Foundation Review

The strength of nonprofit organizations comes from well-developed human connections that spur productive collaboration across levels of hierarchy. This article, exploring the experience of the Fetzer Institute, demonstrates that workplace creativity is best fostered if it is matched by a style of leadership that invites a wider spectrum of internal actors to actively participate.

While acknowledging the significance of shared leadership, this article does not necessarily advocate for the dissolution of hierarchy; rather, it points out that the key lies in finding the sweet spot between organizational structure and a creative community.

The article describes tools that are particularly effective …

Financial Analysis For Measuring And Comparing Risk In Grantmaking Portfolios, Sheena Ashley, Lewis Faulk

The Foundation Review

· Risk has not been treated in a systematic way that allows for a rich understanding of the extent to which foundations are, or should be, incorporating or evaluating risk in philanthropy.

· In this article, we conceptualize and develop a tool to evaluate the levels of philanthropic risk that foundations maintain through their grant portfolios.

· We create an index of aggregated risk at the portfolio level using several financial indicators based on previous theory and literature. Then, we test the index on a sample of foundations and their grantees in the state of Georgia and compare risk levels …

Editorial, Michelle Greanias

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

Executive Summary

The Foundation Review

No abstract provided.

Ripple Effects Of Process Change, Rebekah Usatin, Nancy Herzog, Myriam Fizazi-Hawkins

The Foundation Review

· Decisions to change processes in one area have the potential to cause ripples throughout the entire grantmaking process, impacting both donor and grantee. Recognizing this, the National Endowment for Democracy (NED) thoroughly examines and/or tests any changes before they are integrated into the grantmaking practice. In 2009, NED launched a pioneering grantee self-evaluation process that significantly altered its grantmaking processes.

· This article describes how NED tasked a team of staff from the different sections of its grantmaking program to determine the most effective way to capture the information needed to determine whether a grant should be recommended for …

The Impact Grants Initiative: Community-Participatory Grantmaking Modeled On Venture Philanthropy, Adin Miller, Elisa Gollub, Ilana Kaufman, Adina Danzig Epelman

The Foundation Review

· The Jewish Community Federation and Endowment Fund (JCF) launched the Impact Grants Initiative (IGI), a model of grant making based on venture philanthropy, but offering high engagement opportunities for previously unaffiliated local donors and community leaders.

· Before adopting the IGI model, the JCF used a community-participatory grantmaking approach that had become stale in engaging its donors, community leaders, and professional staff. Younger existing and potential donors were developing interests in documented outcomes, metrics, and impact, and those interests did not align with JCF’s grantmaking approach.

· IGI builds on the concepts of venture philanthropy, combining theories and techniques …

Back Matter

The Foundation Review

No abstract provided.

Using A Priority Grid As A Tool For Shaping Strategy And Building Impact, Lori Fuller

The Foundation Review

· This article describes the priority grid – an analytic tool to assess grant proposals – and how it has fundamentally changed and improved the work of the Kate B. Reynolds Charitable Trust.

· Developed by the Trust, the priority grid focuses staff attention on key strategic elements: alignment with focus areas, depth of impact, and scope of impact. It has also served as an agent to develop, disseminate, and implement a foundation’s grantmaking strategy, helping program officers understand how specific projects serve the larger goal and cultivate projects and applications that align with the foundation’s long-term mission.

· With …

In Other Words, The Budgets Are Fake: Why One Funder Eliminated Grantee Budgets To Improve Financial Due Diligence, Molly Schultz Hafid, Carol Cantwell

The Foundation Review

· In 2013, the Unitarian Universalist Veatch Program at Shelter Rock eliminated budgets from its application requirements. Over the last 18 months, it has worked to overhaul the financial information it requests and the ways in which it is used.

· This article examines the role of financial information in the grant application process, the practice of developing and reviewing funder budgets, and the ways in which they too often fail to provide information relevant to a thorough review of the financial health of a nonprofit organization.

· The Veatch Program provides a case study in how to engage board …

Climbing The Mountain: An Approach To Planning And Evaluating Public-Policy Advocacy, Sam Gill, Tom Freedman

The Foundation Review

· This article proposes a new methodology for planning and evaluating public-policy advocacy. The methodology is designed around a series of stages, each with a different set of strategic planning and assessment requirements.

· The article suggests that both planning and evaluative approaches that fail to take account of the necessary stages required to develop and then implement an advocacy strategy will likely assign the wrong indicators of success.

· This analysis is based on direct experience working with both policy processes and a wide range of foundations and nonprofits that have invested in public-policy advocacy, including the Rockefeller, Ford, …

Transparency, Performance Assessment, And Awareness Of Nonprofits’ Challenges: Are Foundations And Nonprofits Seeing Eye To Eye?, Ellie Buteau, Mark Chaffin, Ramya Gopal

The Foundation Review

· In order for nonprofits and foundations to work most effectively together, they must understand each other’s perspectives.

· This article discusses the alignment between the perspectives of nonprofit and foundation chief executive officers on four aspects of foundation practice: transparency with the nonprofits they fund, support for nonprofit-performance assessment, awareness of nonprofits’ challenges, and the degree to which foundations use their resources to help address nonprofits’ challenges.

· Nonprofit and foundation CEOs are aligned when it comes to the degree to which foundations are seen to be aware of nonprofits’ challenges and use their resources to help address them. …