Nonprofit Administration and Management Commons^™

Beyond Transactions: Building Relational Partnerships Between Evaluators And Foundations, Lauren Beriont, Cassie Bruny, Madison N. Garcia, Ebonie Guyton, Chelsey Hurt, Leah Josephson, Kate Mallula, Mary Mattson, Rory Neuner, Ramona Perry, Andrea Prado Tuma, Sarah Smith, Kim Van Der Woerd, Sofia Vitalis

The Foundation Review

The co-authors have framed this article as an emergent learning journal of sorts, summarizing observations, findings, and key takeaways; walking the reader through the process, key tensions, and classic myths they identified; and highlighting principles they uncovered that underlie and lay the groundwork for imagining more equitable ways for evaluation consultants and foundations to act in relationships.

Evaluating Efforts To Shift Power Through Listening: Defining Power And Listening To All Sides, Sarah Stachowiak, Juan Clavijo

The Foundation Review

There are a variety of ways funders and nonprofits are trying to shift the power dynamics between those who typically have held it (i.e., funders and organizations) to those who have unique and important expertise: those most affected by the problems the social sector is trying to solve.

In this article, we share lessons from two evaluations that sought to understand how those who were being listened to experienced the listening process, exploring the degree to which people felt heard and their experiences of how, and in what ways, power shifted for them. One evaluation focused on the experiences of …

Raising The Bar — Integrating Cultural Competence And Equity: Equitable Evaluation – With 2024 Prologue, Jara Dean-Coffey, Jill Casey, Leon D. Caldwell

The Foundation Review

Editor’s Note: This article, first published in print and online in 2014, has been republished by The Foundation Review with minor updates.

Whether implicit or explicit, social justice and human rights are part of the mission of many philanthropies. Evaluation produced, sponsored, or consumed by these philanthropies that doesn’t pay attention to the imperatives of cultural competency may be inconsistent with their missions.

The American Evaluation Association’s Statement on Cultural Competence provides those who produce, sponsor, and use evaluation an opportunity to examine and align their practices and policies within a context of racial and cultural equity and inclusion. The …

Internal Culture, External Impact: How A Changemaking Culture Positions Foundations To Achieve Transformational Change – With 2024 Prologue, Amy Celep, Sara Brenner, Rachel Mosher-Williams

The Foundation Review

Editor’s Note: This article, first published in print and online in 2016, has been republished by The Foundation Review with minor updates.

This article argues that a foundation’s internal culture is critical to achieving large-scale social change, but that efforts to build a changemaking 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 largescale social change: a focus on outcomes, transparency, authenticity, collaboration, racial equity and inclusion, continuous learning, and openness to risk.

This article offers insights into …

Philanthropy’S Uneasy Journey Into Mental Health Grantmaking, Mallet R. Reid, Robert J. (Bob) Reid, Ximena Murillo, Anna Bobb

The Foundation Review

The increasing prevalence of mental illness and addiction in the United States has drawn considerable attention from grantmakers, which could catalyze the development and delivery of innovative approaches to these complex and difficult-to-treat behavioral health disorders. Relatively little is known, however, of the perspectives of these funders on how best to undertake this work.

To assist foundations in meaningful engagement with the field of behavioral health, this article shares the responses of 17 highly experienced behavioral health grantmakers to two research questions: What are the experiences of foundations that have funded behavioral health initiatives? What issues should be considered by …

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 …

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, …

Leveraging Foundation Balance Sheets For Greater Impact: Piloting A Pooled Guarantee Program, Jane Reisman, Jim Baek, David Newsome, Christine Ryan

The Foundation Review

A guarantee instrument is a credit enhancement tool that can enable philanthropies to unlock millions or billions of dollars for societal impact. The Community Investment Guarantee Pool, created in 2019 by a collaboration of philanthropies and allied impact investors, or guarantors, is a novel initiative that uses guarantees to leverage the balance sheets of foundations and other institutional investors for enhancing the credit of intermediaries in the affordable housing, small-business, and climate markets. As the guarantees are unfunded, foundations continue to keep their endowment invested in the conventional market.

This article describes the Community Investment Guarantee Pool, details its theory …

The Field-Building And Grantee Experimentation Role Of Foundations In Impact Investing As Illustrated By A Gender-Lens Investing Case Example, Courtney Bolinson, Laura Allan

The Foundation Review

This article argues for foundations to play two critical roles in the impact investing ecosystem: to commission and/or support research that helps build more equitable and socially just impact investing and to fund grantee-specific experimentation in areas of impact investing and social enterprise that are nascent or developing.

To illustrate what this can look like, this article presents action research conducted on gender-lens investing, describing in detail a 2019 Mastercard Foundation grant to Engineers Without Borders Canada. The project involved two main goals: testing and developing gender-lens investing tools and processes with seed-stage investees during pre- or post-investment phases and …

Media Relations Strategies Of Philanthropic Foundations: A Longitudinal Analysis Of News Releases Produced By Top U.S. Foundations, Richard D. Waters, Giselle Auger, Kelly Husted

The Foundation Review

Given their role in funding programs and services provided by nonprofit organizations, foundations have a critical role as advocates for social change. However, grant money is by itself not enough to create that change. Agenda-setting theory highlights the critical role of organizations in bringing change issues to the attention of the media and, therefore, the public. This article uses content analysis to compare two sets of a random sample of news releases from 20 of the largest foundations in the United States. The two sets are seven years apart, from 2014 and 2021, to allow comparison of the maturation of …

Grassroots Environmental Justice Work And Philanthropy: Challenges And Opportunities, Jennifer S. Ramirez, Ana I. Baptista, Molly Greenberg, Adrienne Perovich, Anna Yulsman, Antonio Lopez, Andrew Rosenberg

The Foundation Review

Across the United States, grassroots groups within the environmental justice movement are leading important work on the front lines of the climate crisis, especially in marginalized communities. Despite the importance of these organizations, the philanthropic sector has devoted the lion’s share of environmental funding to more mainstream nonprofits.

Building Equity and Alignment for Environmental Justice and the Tishman Environment and Design Center at The New School conducted a landscape assessment study of environmental funders and grassroots environmental justice organizations in the Gulf South and the Midwest. The study had four research aims: gain a greater understanding of environmental justice funding, …

Faith-Based Public Foundations: Identifying The Field And Assessing Its Impact, Allison K. Ralph, Brad R. Fulton, Samuel Allen

The Foundation Review

Charitable activity is a core tenet of most faith traditions, and many charitable organizations have a religious identity. However, little is known about the prevalence and scale of faith-based foundations, and how they differ from secular foundations.

This article identifies the field of public foundations, differentiates between faith-based and secular foundations, and compares their characteristics by analyzing Form 990 data. An analysis of these data estimates that 24% of all public charities operate as foundations and that 17% of public foundations are faith-based. These findings are used to generate first-ever estimates for the entire field of public foundations.

This analysis …

(In)Equality Through Unrestricted Grantmaking: Examining Trust And Power In The Collaboration Between The Dutch Charity Lotteries And Their Grantees, Olivier Hunnik, Arjen De Wit, Pamala Wiepking

The Foundation Review

Since 1989, the Dutch Charity Lotteries have provided multiyear unrestricted funding, a type of grantmaking that is fairly unique for the Netherlands, to a wide range of nonprofits at home and abroad. This article shares insights into how unrestricted grantmaking influences the relationship between funders and grantees, specifically highlighting how staff at a sample of grantee organizations experience collaboration with this large social enterprise. It discusses hidden and invisible power dynamics that exist in the relationship, even when there are few formal restrictions on grantees’ spending.

Grantee representatives interviewed for this study stated that openness and honesty in communication with …

Artisanal Collaborations And The Preservation Of Intangible Cultural Heritage, Susan G. Goodwin

School of Professional and Continuing Studies Nonprofit Studies Capstone Projects

This study is a qualitative comparative case study of two craft collaborations, utilizing inductive research and interviews. A key member of each group was interviewed via Zoom, the transcripts analyzed and distilled into themes comparing the balance between cultural preservation and economic empowerment. By examining the roles within these collaborations, three key elements of a successful artisanal collaboration were determined to be a long-term commitment, predictable funding, and community leadership. This model could be adapted to the many smaller groups promoting traditional handcraft as a method of empowerment and cultural preservation.

Emergent Learning: Increasing The Impact Of Foundation-Driven Strategies To Support College Enrollment And Completion, Kimberly Hanauer, Stacy Sneed, Bill Debaun

The Foundation Review

This article examines lessons learned as part of the continued development of the Get2College Pilot School Program, an initiative of the Woodward Hines Education Foundation, designed to test a strategy for increasing college enrollment among Mississippi students through greater college exploration opportunities and application and financial aid supports.

While a review of the first three years of the pilot found it had an impact on college-going culture at its eight participating schools, Get2College found no significant increase in college enrollment over the 2016–2018 academic years and a retrospective analysis revealed flaws in the program’s design and theory of change. In …

Scaling Rural Access: One Foundation’S Partnership To Expand Fafsa Completion Across Mississippi, B. Tait Kellogg, Ann Hendrick, Kierstan Dufour, Patricia Steele

The Foundation Review

This article highlights Get2College, a program by the Woodward Hines Education Foundation that provide financial aid counseling to Mississippi high school students, and outlines a study that assessed efforts to scale the FAFSA completion initiative to increase the number of students statewide who complete the Free Application for Federal Student Aid (FAFSA).

Get2College’s approach to scaling involved a partnership with the state’s rurally based community colleges and leveraged their established support networks to expand its outreach to the state’s often underserved students and increase FAFSA completion rates among that population.

In rural states like Mississippi, underresourced groups are sometimes left …

The Slow Death Of The Nonprofit Sector And How To Stop It In Three Steps, Taylor S. Mcpheeters

Marriott Student Review

What is happening to the nonprofit sector?

Taylor McPheeters explores the nonprofit Starvation Cycle—the eventual downfall of the nonprofit sector—and what you can do to end the cycle before it's too late.

A Canary In The Payout-Rate Coal Mine, John C. Alexander Jr.

The Foundation Review

In this article, we create a capital markets-based indicator to trigger when a discussion about changing portfolio payout rates may be appropriate. Although the payout rate is often a calendar agenda item for foundations and endowments, volatility in capital markets may cause a deluge of ad hoc payout discussions that may decrease the effectiveness of investment committees.

Recent market performance provides a poor foundation for decisions related to a sustainable payout. The most sustainable portion of the investment return is the portfolio yield. We construct a metric using equity and bond market yields as a quantitative leading indicator of when …

The Experiences Of A Foundation With A Limited Life: Benefits And Challenges, Lynda Mansson

The Foundation Review

This article discusses the benefits and drawbacks of a limited-life foundation’s philanthropy practice. The strengths, including a sharpened strategic focus and sense of urgency, and the challenges, such as ensuring impact and dealing with grantee dependency, are also relevant when closing a program. Drawing on reflections from the director general of the MAVA Foundation and learnings from foundations that have recently closed, this article also discusses how to prepare for the end date of a limited-life foundation. MAVA, a Swiss-based grantmaking foundation for 25 years, has a planned end date of 2022. The article features key lessons for foundations considering …

Using Social Network Analysis To Understand The Perceived Role And Influence Of Foundations, Todd L. Ely, Katie Edwards, Rachel Hogg Graham, Danielle Varda

The Foundation Review

Collaboration between foundations and other organizations is critical to the success of foundation-supported initiatives, but the power dynamics among foundations, grantees, and their broader communities can be challenging. Social network analysis is a tool to assess collaboration among organizations and its outcomes. A unique yet often underemphasized benefit of this method of analysis is its focus on dyadic relationships between organizations, which presents an opportunity for foundations to evaluate their role in a network and how they are perceived by the very organizations whose missions they support.

This article leverages a social network analysis of community partners focused on addressing …

Consumer Response To Foundations And Firms When Firms Own Or Sponsor A Foundation, Amanda Swift, Ismail Karabas

AMTP Proceedings 2020

No abstract provided.

Foundations In Wisconsin: A Directory (39th Ed. 2020), Mary C. Frenn, John Brick, Kelly Coughlin, Madeline Murphy, Catherine Simmerer

Foundations in Wisconsin: A Directory

The 2020 publication of Foundations in Wisconsin is the 39^th edition of the print directory and the 20^th year of the online database. The directory is designed as a research tool for grantseekers interested in locating information on private, corporate, and community foundations registered in Wisconsin. Each entry in this new edition has been updated or reviewed to provide the most current information available. Most of the data was drawn from IRS 990-PF tax returns filed by the foundations. Additional information was obtained from surveys, foundation websites, and annual reports.

Wisconsin foundations showed continued growth in both the …

Exploring, Examining, And Explaining How Participatory Governance Adds Value To Saudi Foundations’ Philanthropic Strategy, Afnan E. Koshak

Dissertations

Foundations’ flexibility, given their independence from fundraising imperatives, competition forces, and accountability pressures, enables them to invest in long-term, high-risk, multi-level experiments to deal with the increasingly complex societal problems. This flexibility, coupled with the growing role philanthropy plays in promoting social welfare across the world, is arguably what makes studies that focus on foundations’ philanthropic approaches of utmost importance.

There is a mounting interest among scholars in the governance of foundations, the systems and processes concerned with ensuring the overall strategic direction of organizations. Influenced by agency and stewardship theories, an increasing number of studies address such topics as …

Knowledge Translation To Enhance Evaluation Use: A Case Example, Alison Rogers, Catherine Malla

The Foundation Review

Knowledge in the form of information suitable for decision making or advocacy by foundations is not always readily available — a situation unacceptable for those who need such information for accountability, learning, and influencing policy and practice. This article addresses how essential information about monitoring, evaluation, and lessons learned can be made available to foundations.

The Fred Hollows Foundation identified a gap in this area through an evaluation capacity-building readiness assessment, and introduced the concept of participatory, real-time monitoring, evaluation, and learning bulletins grounded in the principles of knowledge translation. This article describes how those bulletins were developed and used …

Strategic Learning In Practice: A Case Study Of The Kauffman Foundation, Matthew Carr, Brett Hembree, Nathan Madden

The Foundation Review

Increasingly, foundations and nonprofits are seeking to engage their staff in learning and reflection activities that assess successes and challenges, and then generate insights that can improve programs and funding strategies. Yet, despite the intuitive benefits, there are common challenges that often stand in the way of promoting strategic learning for continuous improvement.

For the past year, the Ewing Marion Kauffman Foundation has been focused on creating more systematic and intentional strategic learning across our organization. As part of this work we cultivated a select cohort of staff to be “learning champions,” created simple tools and processes that can more …

Foundations In Wisconsin: A Directory [38th Ed. 2019], Mary C. Frenn, Clare Casey, Madeline Murphy, Sareene Proodian, Catherine Simmerer

Foundations in Wisconsin: A Directory

The 2019 publication of Foundations in Wisconsin is the 38th edition of the print directory and the 19th year of the online database. The directory is designed as a research tool for grantseekers interested in locating information on private, corporate, and community foundations registered in Wisconsin. Each entry in this new edition has been updated or reviewed to provide the most current information available. Most of the data was drawn from IRS 990-PF tax returns filed by the foundations. Additional information was obtained from surveys, foundation websites, and annual reports. Wisconsin foundations once again grew in two significant areas: grants …

Performance Measurement In Maine’S Social Sector: The Intersection Of Philanthropy And Nonprofits, Susy Hawes, Sarah Goan

Children, Youth, & Families

The Data Innovation Project undertook this project to better understand foundations’ expectations of grantees in terms of performance measures and outcomes as outlined in their grant applications. Over the past two years, the Data Innovation Project has engaged with over 250 Maine nonprofits who are navigating the data reporting requirements of a diverse portfolio of funders with varying degrees of success and challenges. This paper looks more closely at how the important relationship between foundations and nonprofits may benefit from increased understanding and clarity around measurement approaches so that both dollars and efforts lead to meaningful and measureable results across …

Resilient Funders: How Funders Are Adapting To The Closing Space For Civil Society, Chris Allan, A. Scott Dupree

The Foundation Review

The closing space of civil society around the world over the last decades has created profound challenges for funders. Many analyses of how to respond to this reality focus on advocacy and promoting enabling policy environments. Few consider key practices of resilient funders that enable them to continue to operate under shifting political circumstances.

Increased adaptive capacity along three dimensions – varied procedures, multiple strategies, and an adaptive environment – promotes the flexibility to weather the shocks and stresses of tightening restrictions and increasing violence. Within those dimensions, funders are finding that three characteristics of resilience are especially critical: flexibility; …

Foundations In Wisconsin: A Directory (37th Ed. 2018), Mary C. Frenn, John Francis Brick, Clare Casey, Jeremy Cluth, Kathryn Hendrickson, Madeline Murphy, Sareene Proodian

Foundations in Wisconsin: A Directory

The 2018 edition of Foundations in Wisconsin is the 37th edition of the print directory and the 18th year of the online version. The directory is designed as a research tool for grantseekers interested in locating information on private, corporate, and community foundations registered in Wisconsin. Each entry in this new edition has been updated or reviewed to provide the most current information available. Most of the data was drawn from IRS 990-PF tax returns filed by the foundations. Additional information was obtained from surveys, foundation websites, and annual reports.

Philanthropy: Evidence In Favor Of A Profession, Heather L. Carpenter

The Foundation Review

Philanthropic employees have been cautious in implying that they are pursuing a career in philanthropy. Karl Stauber (2010) presented an argument in support of such caution: that philanthropy failed to meet all seven standards posited by Burton J. Bledstein, that when met, define a profession.

This article presents a literature review and findings from a survey of 500 members of the Council on Foundations that offer evidence for the counterargument that philanthropic work requires specialized education and training to master a set of core competencies.

While this article does not argue for or against the question, determining whether philanthropy as …