Nonprofit Administration and Management Commons^™

Impact Investing: A 21st Century Tool To Attract And Retain Donors, Amy L. Cheney, Kathryn E. Merchant, Robert Killins Jr.

The Foundation Review

· A familiar private foundation tool is being used by the Greater Cincinnati Foundation as a way to engage donor advisors to make a positive difference in the community.

· While due diligence and risk management of the financial return for these investments is crucial, the social return to be achieved is the primary consideration.

· Donors can achieve a modest financial return, which is recycled into their donor-advised fund, by investing locally in projects that make a significant difference.

· Initial donor interest in participating in impact investing has been strong and provided valuable insight into program design.

· …

Lessons In Building A Better Community, One Voice At A Time, Erica Wood

The Foundation Review

· By 2035 there will be an estimated 1.2 million new jobs and 900,000 new households in the San Francisco Bay Area (Association of Bay Area Governments, n.d.); without planning and management, this population increase will result in rising air pollution levels, climate change, escalating cost of living, increasing traffic, and less green space.

· Silicon Valley Community Foundation partnered with area nonprofits and government agencies on a two-year initiative, Envision Bay Area, to engage residents and community leaders in conversations about growth.

· At a series of 10 public forums more than 800 participants came together, including those who …

Managing Expectations When Measuring Philanthropic Impact: A Framework Based On Experience, Frank Ridzi

The Foundation Review

· In order to achieve more targeted community change than possible in conventional grantmaking, foundations have developed a portfolio of activities ranging from capacity building to venture and catalytic philanthropy.

· Key to each of these approaches is a desire for meaningful impact. Yet, funders across the nation express dissatisfaction with their ability to prove or demonstrate impact.

· Conversations with colleagues and personal experience suggest that part of this dissatisfaction is due to a disconnect between the expectations of board members, donors, staff, and participants on one hand and what is actually feasible to measure on the other.

· …

Beyond The Veneer Of Strategic Philanthropy, Patricia Patrizi, Elizabeth Heid Thompson

The Foundation Review

· “Strategic philanthropy” has become a dominant theme among foundations in the past few decades.

· While many foundations have developed strategic plans, few have made the internal changes necessary to actually behave strategically.

· Four challenges to strategic philanthropy are identified, including strategies developed in isolation from grantees that execute them and misaligned foundation structures, processes, and cultures that do not support strategic endeavors.

· In order to get beyond the veneer of strategic philanthropy, foundation leaders need to be clearer about their own role in creating change, develop the strategic capacities to do so, and then apply those …

Learning From An Adaptive-Consultative Approach: One Foundation’S Experience In Creating Systems Change In Education, Srikanth Gopalakrishnan, Hallie Preskill

The Foundation Review

· This article describes a creative relationship between the Ball Foundation and the Rowland Unified School District. The approach was adopted by the Ball Foundation when they observed that grantees who had a closer relationship with them were more successful than those who had a more traditional relationship with them.

· Based on the concept of “adaptive leadership,” the relationship allows for flexibility and a more collaborative approach between the foundation and grantee.

· This approach requires both the funder and the grantee to be committed to learning and adapting strategies as needed to respond to both results and changing …

I'M Not Rockefeller: Implications For Major Foundations Seeking To Engage Ultra- High-Net-Worth Donors, Katherina M. Rosqueta, Kathleen Noonan, Miriam Shark

The Foundation Review

· This article describes how a group of 33 ultrahigh- net-worth philanthropists (UHNWPs) approach their giving.

· A few key areas dominated their giving priorities: education; health; poverty and social welfare; and children/youth initiatives each were a priority for more than a quarter of participants – with education expressed as an interest of 55 percent.

· A third of the 24 who responded to the question spent less than 10 percent of their full working time devoted to philanthropy, and 13 dedicated less than 20 percent of their working time.

· UHNWPs view their peers as their most trusted information …

Executive Summaries

The Foundation Review

No abstract provided.

Exposing Real World Philanthropy To The Next Generation Of Social Work Leaders, Yoko Crume, Edgar Villanueva

The Foundation Review

· This article describes a method for instructing social work students in the art of enhanced collaboration with foundations, shifting the focus from “writing a winning proposal” and “finding alternative funding sources” to “developing collaborative partnerships for sustainable community development and social change.”

· The program consists of four major steps: charitable foundation review and case presentation, self-guided review of real-world proposals, mock grant proposal development, and side-by-side proposal review.

· Student proposals were rated similarly by the instructor and the foundation program officer, even though different criteria were used, suggesting that well-written proposals are also likely to clearly address …

Finding The Fix: Embracing Philanthropy’S Role In Transforming An Urban Education Landscape, Kristen L. Mcdonald

The Foundation Review

· Education funders have historically used a “demonstration project” approach to funding, designed to lever change by demonstrating a new program and providing technical assistance to foster broader adoption.

· Despite demonstrating success with many of its grants, the Skillman Foundation’s education reform initiatives were derailed and undone by the instability of the district leadership, political landscape shifts, and disintegrating neighborhoods.

· A complete turnaround model must address the many issues facing a failing school, including culture, curriculum, school leadership, professional development, and classroom instruction. The stability of the central administration must also be considered.

· The new look at …

Expanding Organizational Advocacy Capacity: Reflections From The Field, Annette Gardner, Sara Geierstanger, Lori Miller Nascimento, Claire Brindis

The Foundation Review

· Organizational advocacy capacity is an increasingly important area of inquiry, raising questions about the opportunities (and limits) for achieving and sustaining policy change.

· The California Endowment implemented the Clinic Consortia Policy and Advocacy Program to expand grantee advocacy capacity to support the policy and operational needs of California’s community clinics.

· In-person meetings with decision-makers and developing working relationships were among the key advocacy activities undertaken by 19 grantees. Grantees secured several policy wins through a variety of strategies, including mobilizing member clinics to be potent advocates.

· The “return on investment analysis” indicates that grantees secured policymaker …

Developing Foundation-University-Grantee Collaboratives As A Model For High-Impact Philanthropy, Michelle B. Nayfack, Priscilla Wohlstetter

The Foundation Review

· This article reports on results from the Weingart Foundation’s Urban School Districts Reform Initiative. The goal of the initiative was to improve urban education, and ultimately raise student achievement, by supporting sustainable reforms in school districts educating high numbers of low-income students.

· The Weingart Foundation determined the scale and scope of the effort, and set forth specific goals and timelines; the districts were invited to propose projects that were organic and integrated into their own strategic plans.

· Based on research conducted by an intermediary, potential grantees were identified; six grantees were interviewed about their strategic plan priorities …

Embedded Foundations: Advancing Community Change And Empowerment, Paula Allen-Meares, Larry Gant, Trina Shanks

The Foundation Review

· Embedded funders are foundations that have made long-term commitments to the communities in which they are located or work.

· Foundations have a long history in funding community development, often with few concrete results.

· Political conditions, the increasing divide between rich and poor, inaccessibility of education, lack of housing, and continued segregation and racial discrimination are issues that need be addressed concurrently and resources need to be drawn from a variety of sources, particularly the neighborhoods themselves. This complexity has created an impetus for embedded philanthropy.

· Embedded funders work participatively with the community and frame evaluations in …

International Programming, Local Development, And Youth: An Experience In Northeast Brazil, Frances Hansford, Andrés Thompson

The Foundation Review

· The W. K. Kellogg Foundation funded a 10-year program of local development work in selected geographic areas in Northeast Brazil from 1997 – 2007.

· This article reports on program achievements and difficulties, and examines the ways in which the practices of the foundation facilitated and obstructed advances in the local development initiatives.

· Two main strategies were used: direct funding granted to organizations in the targeted regions and the creation of a comprehensive support system (e.g., youth projects funds, capacity-building in leadership and evaluation, and transfer of expertise from organizations).

· A team of foundation staff and consultants …

Executive Summaries

The Foundation Review

No abstract provided.

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

Community Philanthropy: How The Delta Region Revives, Embraces, And Promotes The Spirit Of Giving, Charlotte L. Williams, Sherece West, Joanna Klak

The Foundation Review

· Community philanthropy is the giving of time, talent, and treasure that when invested locally is characteristic of positive change and lasting development.

· This article reports on a survey of 31 small Arkansas communities of 5,000 to 15,000 in population using open-ended descriptive questions. Responses were compared across communities to assess variation in giving/fundraising, civic engagement, and leadership.

· Data confirm that giving/fundraising was substantial, particularly in communities with populations of 8,000 or less.

· Findings show that people are giving not only their money, but also their services, time, and skills – especially in times of emergency response. …

Editorial, Chris Tebben

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

The Quest For Deeper Learning And Engagement In Advanced High School Courses, Suzie Boss, Cynthia Johanson, Stephen D. Arnold, Walter C. Parker, Diem Nguyen, Susan Mosborg, Susan Nolen, Sheila Valencia, Nancy Vye, John Bransford

The Foundation Review

· GLEF and a research team from the University of Washington worked with Washington's Bellevue School District to develop and assess the impact of project-based learning on upper-level courses in high school.

· Research suggests that Advanced Placement (AP) courses may focus too much on accelerated content at the expense of deeper conceptual learning.

· The number of students taking AP courses has grown, but along with this the number failing has increased. GLEF and the research team tested project-based learning (PBL) to counteract this trend.

· Results after two years are promising. Students in the PBL-AP courses are performing …

Getting To Results: A Tool And Lessons From The Annie E. Casey Foundation’S K-12 Education Portfolio, Tory Read, Bruno Manno

The Foundation Review

· In 2002, the Annie E. Casey Foundation adopted a results-based accountability (RBA) framework to track and report on the results of their philanthropic investments.

· The RBA tool was piloted in a few program areas, including its K-12 education portfolio.

· Grantees were highly engaged in an iterative process to determine appropriate measures, refine the theory of change, and how to track progress.

· Overall, the RBA tool enabled staff to get a sense of how grantees were doing and therefore how the foundation was doing in a way that hadn’t been possible before.

· The K-12 program got …

Creating And Scaling Innovative School Models Through Strategic Partnerships, Heather Zavadsky

The Foundation Review

· The Texas High School Project (THSP) was created in 2003 as a public-private alliance to support education reform across the state.

· This article focuses on the pivotal role of philanthropy within the THSP alliance to create early college high schools (ECHS).

· The model has been scaled at different levels to produce direct, affordable pathways for students to both attend college and attain skilled careers.

· The ECHS schools have higher test scores, greater credits earned, and reduced dropouts rates compared to traditional schools.

· Foundations with a track record for supporting successful work can increase the overall …

The Trenton Afterschool Partnership: Expanding Learning Time Citywide Through Public/Private Collaboration, Mark Valli, Catrin Davies, Traci Scott, Mikaela Levons

The Foundation Review

· High quality after-school programs have been demonstrated to have significant impact on student performance.

· Preceding the Trenton Afterschool Partnership (TAP) was a hodgepodge of programs that cost various contributors about $9 million. These programs, of unequal quality, served about 1,500 students in 15 out of Trenton’s 21 public schools.

· TAP (which includes the Princeton Area Community Foundation) was able to successfully implement programs in all of the Trenton schools.

· Budget cuts have forced the reduction of the programs, but about half of the schools have been able to maintain programs.

· Foundations are encouraged to support …

The Best Of The Humanistic And Technocratic: Why The Most Effective Work In Philanthropy Requires A Balance, Paul M. Connolly

The Foundation Review

· As a more technocratic approach to philanthropy has emerged over the past 15 years, it has been seen as the opposite of humanistic philanthropy.

· Rather than a dichotomy, these approaches are on a continuum.

· The best tools from each approach can and should be brought to bear, including the wellthought out and disciplined strategies and results orientation of technocrats and the values base, intuition, responsiveness, and flexibility of the humanists.

· Staff and board leaders at foundations should articulate the humanistic-technocratic blend they desire, deliberately distill it into the organizational culture and everyday practices, and hire staff …

Promoting Community Leadership Among Community Foundations: The Role Of The Social Capital Benchmark Survey, Doug Easterling

The Foundation Review

· Faced with increased competition for donors and calls for measurable impact, many community foundations (CFs) are adopting a more proactive, strategic approach to philanthropy – one that has come to be known as "community leadership."

· Community leadership has proven challenging for many CFs. In theory, community assessment is a useful tool allowing CFs to identify strategic issues where leadership activities are warranted. This article examines the effect of a large, coordinated assessment project, the 2000 Social Capital Benchmark Survey (SCBS), conducted by Robert Putnam and the Saguaro Seminar at Harvard University.

· Of the 34 CFs that participated …

Use Of Layering For Effective Partnership Building: Leveraging Positive Impact In Education Philanthropy, Angela Kremers

The Foundation Review

· Federal initiatives provide opportunities to link national, state, and local partnerships.

· New opportunities create a challenge of how to maximize mission-related goals while also seeking out new partnerships.

· “Layering” allows core foundation goals to be addressed while further examining how building new partnerships can expand with national and federal opportunities.

· Each “layer” represents multiple sector partnerships at the local, state, federal, and national levels.

· Layering differs from collective impact in its focus on strategic alignment with existing work to new partners versus the focus on the partnerships and organizational behavior of those relationships.

· Building …

Evaluative Tools For Articulating And Monitoring Foundation Strategy, Helen Davis Picher, Sandra Yetman Adams

The Foundation Review

· Research shows that while foundation leadership and staff value strategy and foundations largely perceive themselves as strategic, they often struggle to articulate, implement, and track strategy. The William Penn Foundation has developed a collection of tools to articulate and assess its progress toward strategic goals.

· Each tool employs a structured format to promote standardization; flexibility, though, is encouraged in the application of each tool to ensure that form does not dictate function. Each tool provides a template for organizing information that should be tweaked as needed.

· The speed and breadth of adoption of each tool varies and …

Assessing Nonprofit Networks Prior To Funding: Tools For Foundations To Determine Life Cycle Phase And Function, Patricia Zerounian, Janet Shing, Kristi D. Hanni

The Foundation Review

· Foundations and other funders can use life cycle analysis tools to determine a nonprofit network’s stage of development and functional characteristics as a precursor to funding network activities. Characteristics that determine a network’s readiness for funding include network cohesion (trust and communication), cooperation (mutual purpose and goals), and capacity for externally focused action.

· Network Mindset Survey analysis can help determine a network’s readiness for funding by measuring members’ understanding of the power and utility of networks; degree of membership engagement; identification of specific, common concerns; and readiness for productive action.

· Three networks that received foundation support for …

Voices From The Field Iii: Lessons And Challenges For Foundations Based On Two Decades Of Community-Change Efforts, Anne Kubisch, Patricia Auspos, Prudence Brown, Emily Buck, Tom Dewar

The Foundation Review

· Building upon a previously published volume on Comprehensive Community Initiatives, this article focuses upon the implications for foundations of what has been learned about CCIs.

· CCIs can demonstrate increased community capacity and improved outcomes for some residents in their target neighborhoods, but they cannot demonstrate population-level change in key indicators of well-being.

· Five key questions about the role of funders and how they engage in community change are posed and discussed.

· Deep engagement in the community; thoughtful collaboration among funders of various types and sizes; the willingness to use other resources, capacities and tools in addition …

Executive Summaries

The Foundation Review

No abstract provided.

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.