Nonprofit Administration and Management Commons^™

The Philanthropy As One Big Impact Investment: A Framework For Evaluating A Foundation’S Blended Performance, Rohit T. Aggarwala, Claudine A. Frasch

The Foundation Review

While some foundations have put their entire focus on impact investing, philanthropy still lacks the tools that enable such investments to be made with the same rigor as the best financial investments and philanthropic grants. This reveals a more fundamental problem: We do not currently manage foundations as the integrated portfolios that they are.

This article proposes a framework for evaluating a foundation’s blended performance that enables both grantmaking and endowment investing to be evaluated jointly, and thus also allows a complete evaluation of how impact investments could improve — or fail to improve — overall performance.

The article demonstrates …

Foundations In Wisconsin: A Directory [36th Ed. 2017], Marquette University - Funding Information Center, John Brick, Mary Frenn, Brittany Carloni, Jeremy Cluth, Kathryn Hendrickson, Sarah Holland, Davis Wetherell

Foundations in Wisconsin: A Directory

The 2017 edition of Foundations in Wisconsin is the 36th production of the print directory and the 17th year of the web-based database (www.wifoundations.org) 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.

How Do You Measure Up? Finding Fit Between Foundations And Their Evaluation Functions, Julia Coffman, Tanya Beer

The Foundation Review

As the number of foundations has grown, the philosophies and ways of working across the sector have diversified. This variance means that there is no one right model for how a foundation’s evaluation function should be designed. It is imperative for a foundation to think carefully about how the structure, position, focus, resources, and practices of its evaluation function can best fit its own needs and aspirations.

This article focuses on questions foundations can ask to assess that fit, and the specific considerations that can inform these decisions. It draws on 2015 benchmarking research conducted by the Center for Evaluation …

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 …

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 …

Foundations In Wisconsin: A Directory [35th Ed. 2016], Mary C. Frenn, John Brick, Brittany Carloni, Jeremy Cluth, Kathryn Hendrickson, Sarah Holland, Clare Mcnamara, Katie Murray, Catherine Simmerer, Dominic Zappia

Foundations in Wisconsin: A Directory

The 2016 release of Foundations in Wisconsin marks the 35^th edition of the print directory and the 16^th edition 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.

This edition paints a very positive picture of …

A Primer On Grant Writing For Foundation Support For First-Time Grant Writers In Academic Libraries: Challenges And Opportunities, Peter L. Kraus

Library Philosophy and Practice (e-journal)

In a majority of academic disciplines, grant writing is a skill that is often self-taught or acquired informally by trial and error. Few academic disciplines have grant writing as standard part of their curriculum at the graduate level. In the past, grant writing has received little or no emphasis in traditional library education since library science faculty themselves have a poor record of pursuing external funding. Yet, grant writing is a critical skill for new and experienced librarians. For many librarians, the prospect and challenge of writing a grant can seem daunting; however, with institutional support and the support of …

Grey Matter(S): Embracing The Publisher Within, Lisa Brooks, Gabriela Fitz

The Foundation Review

Most foundations don’t think of themselves as publishers, yet many of them act as such – making information available by funding research and publications, or by authoring their own. And failing to think of these activities as publishing efforts has serious consequences for shared learning in the social sector.

The shift toward knowledge-sharing strategies and approaches that embrace new search technologies, the logic of open access and open source, and the realities of the Internet as a largely decentralized and dynamic selfpublishing space offers the possibility of coordinating publishing efforts, and possibly agreeing to the use of shared practices that …

Both Sides Of The Equation, Barbara D. Kibbe

The Foundation Review

Client and consultant can have fundamentally different perspectives on the progress and success of a consulting engagement. This article explores the insights and lessons learned by a dozen professionals who have been on both sides of the equation in consulting to philanthropy.

There are occasions when client and consultant are well matched and value is created. But there are also cases where consultants are delivering a formulaic or hyperrational response into a very human system, or where the idiosyncrasies of foundation work prove barriers to positive results. Consultants have a critical role to play, and clients have a right to …

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 …

Foundations In Wisconsin: A Directory [34th Ed. 2015], Mary C. Frenn, Jason Bermender, David Glenn Butner Jr., Brittany Carloni, Clare Mcnamara, Dominic Zappia

Foundations in Wisconsin: A Directory

The 2015 release of Foundations in Wisconsin marks the 34th production of the print directory and the 15th 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, annual reports, and newsletters.

Wisconsin foundations have shown significant growth in two key …

Survey Instruments Used To Evaluate Foundation-Funded Nonprofit Capacity- Building Programs: Considerations For Organized Philanthropy, Catherine H. Brown

The Foundation Review

· Alongside a growing interest in nonprofit capacitybuilding programs has come a growing concern with the impact of these programs, especially by organizations that fund them. This article describes how the McKinsey Organizational Capacity and Assessment Tool and, to a lesser extent, the Abt Associates survey have been used to assess changes in nonprofit capacity as part of nonprofit capacity-building programs.

· Drawing on field experience with both survey instruments in the context of a foundationfunded nonprofit capacity-building program, this article compares the respective benefits and costs of these instruments from the perspective of evaluators as well as survey respondents. …

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

The Foundation Review

· 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 use of such a lens is paramount when evaluating a program whose goals touch on issues of equity or inclusion. …

Foundations In Wisconsin: A Directory [33rd Ed. 2014], Mary C. Frenn, Katie M. Barnhart, Brittany Carloni, Hilary Dabney, Alyssa Gruber, Jakob K. Rinderknecht

Foundations in Wisconsin: A Directory

The 2014 release of Foundations in Wisconsin marks the 33^rd edition of the print directory and the 14^th 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, annual reports, and newsletters.

Foundations In Wisconsin: A Directory [32nd Ed. 2013], Mary C. Frenn, Katie M. Barnhart, Victoria Browne, Anne M. Carpenter, Melanie Pauly, Jakob K. Rinderknecht

Foundations in Wisconsin: A Directory

The 2013 edition of Foundations in Wisconsin marks the 32nd production of the print directory and the 13th 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, annual reports, and newsletters.

Eyes Wide Open: Learning As Strategy Under Conditions Of Complexity And Uncertainty, Patricia Patrizi, Elizabeth Heid Thompson, Julia Coffman, Tanya Beer

The Foundation Review

· Foundation strategy is hampered by a failure to recognize and engage with the complexity and uncertainty surrounding foundation work. This article identifies three common “traps” that hinder foundation capacity to learn and adapt: 1) linearity and certainty bias; 2) the autopilot effect; and 3) indicator blindness.

· This article urges foundations to alter their mindset, questions, and processes to foster a more committed approach to strategy and adaptation. In essence, it argues for learning as strategy.

· This article draws on literature from systems theory, business strategy, and philanthropic practice as well as data from foundation benchmarking surveys.

Benchmarking Evaluation In Foundations: Do We Know What We Are Doing?, Julia Coffman, Tanya Beer, Patricia Patrizi, Elizabeth Heid Thompson

The Foundation Review

· Evaluation in philanthropy – with staff assigned to evaluation-related responsibilities – began in the 1970s and has evolved, along with philanthropy, in the four decades since. What has not changed, however, is a regular questioning of what foundations are doing on evaluation, especially since the world of philanthropy regularly shifts, and changes in evaluation resourcing and positioning tend to soon follow.

· This article presents new findings about what foundations are doing on evaluation and discusses their implications. It is based on 2012 research that benchmarks the positioning, resourcing, and function of evaluation in foundations, and follows up on …

Lleap 2012 Survey Report : Schools, Not-For-Profits, Philanthropic Foundations And Trusts In Australia : Building Knowledge To Maximise The Impact Of Philanthropy In Education, Michelle Anderson, Emma Curtin

Leading Learning in Education and Philanthropy (LLEAP)

LLEAP – Leading Learning in Education and Philanthropy began because of a widespread view that effective engagement of philanthropy in education was hampered, in many cases unnecessarily, by gaps in knowledge, understanding and ways of doing things better. LLEAP explores issues from the perspectives of philanthropic education grant making foundations and trusts, schools, and not-for-profits working with schools. One key part of LLEAP is a national annual survey.

In 2012, the LLEAP Survey received a total of 507 responses from 359 school (Government 69%; Independent 20%; Catholic 11%, from every state and territory), 87 not-for-profit and 61 philanthropic foundation or …

2012 The Grantmaking Report: Foundation Giving In The San Diego Region, Caster Family Center For Nonprofit And Philanthropic Research, University Of San Diego

Foundations and Grantmaking

Foundation grantmaking in San Diego plays a critical role in furthering the efforts of the nonprofit sector. These efforts, which range from the provision of human services to arts and culture initiatives, affect the lives of all San Diegans. The Grantmaking Report periodically benchmarks foundation giving in the San Diego region.

Foundations In Wisconsin: A Directory [31st Ed. 2012], Mary C. Frenn, Anne M. Carpenter, Nathan Lunsford, Sarah Martin, Jakob K. Rinderknecht, Claire Seigworth, Joseph Torchedlo

Foundations in Wisconsin: A Directory

The 2012 release of Foundations in Wisconsin marks the 31st edition of the print directory and the twelfth 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 Web sites, annual reports, and newsletters.

Fortunately, Wisconsin foundations are rebounding from the recent …

Foundations In Wisconsin: A Directory [30th Ed. 2011], Mary C. Frenn, Jeremy Blackwood, Anne Carpenter, Nathan Lunsford, Sarah Martin

Foundations in Wisconsin: A Directory

The 2011 edition of Foundations in Wisconsin marks the 30^th production of the print directory and the 11^th year of the online version (www.wifoundations.org). 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 Web sites, annual reports, and newsletters.

While the national economic downturn …

Foundations In Wisconsin: A Directory [29th Ed. 2010], Marquette University - Funding Information Center, Mary C. Frenn, Melanie Baier, Jeremy Blackwood, Anne Carpenter, Sarah Martin, Greg Sikora

Foundations in Wisconsin: A Directory

The 2010 production of Foundations in Wisconsin marks the 29th edition of the print directory and the 10th anniversary of the online version (www.wifoundations.org). 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 Web sites, annual reports, and newsletters.

The nation’s economic downturn continued to have …

Foundations In Wisconsin: A Directory [28th Ed. 2009], Marquette University - Funding Information Center, Mary C. Frenn, Melanie Baier, Jeremy Blackwood, Anne Carpenter, Joseph Flipper, Sarah Martin, Greg Sikora

Foundations in Wisconsin: A Directory

The 2009 edition of Foundations in Wisconsin marks the 28th production of the print directory and the 9th 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. However, additional information was obtained from surveys, foundation Web sites, annual reports, and newsletters. Wisconsin foundations have continued to grow in …

2008 The Grantmaking Report: Foundation And Corporate Giving In The San Diego Region, Laura Deitrick, Robert Donmoyer, Melanie Hitchcock

Foundations and Grantmaking

This study focused on philanthropic organizations that are engaged in organized grantmaking in San Diego County. The bulk of the organizations studied are classified as private foundations; data that describe other important grantmaking organizations—i.e., San Diego’s community foundations, selected corporate giving programs, and the United Way of San Diego—also were analyzed.

Foundations In Wisconsin: A Directory [27th Ed. 2008], Marquette University, Mary Frenn, Melanie Baier, Jeremy Blackwood, Joseph Flipper, Sarah Martin, Katie Morrison

Foundations in Wisconsin: A Directory

The 2008 release of Foundations in Wisconsin marks the 27th edition of the print directory and the 8th year of the online version (www.wifoundations.org). 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. However, additional information was obtained from surveys, foundation Web sites, annual reports, and newsletters.

Wisconsin foundations have shown continued growth …

Foundations In Wisconsin: A Directory [26th Ed. 2007], Marquette University - Funding Information Center, Mary Frenn, Jeremy Blackwood, Oana Deselnicu, Alexandria Innes, Sarah Martin, Katie Morrison, Vance Thomas

Foundations in Wisconsin: A Directory

The 2007 edition of Foundations in Wisconsin marks the 26th release of the print directory and the 7th year of the online version (www.wifoundations.org). 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. However, additional information was obtained from surveys, foundation Web sites, annual reports, and newsletters.

Wisconsin foundations continue to grow in …

Foundations In Wisconsin: A Directory [25th Ed. 2006], Mary C. Frenn, Jeremy Blackwood, Katie Morrison, Megan Muthupandiyan, Vance Thomas, Peter Wright

Foundations in Wisconsin: A Directory

The 2006 production of Foundations in Wisconsin marks the 25th edition of the print directory and the 6th year of the online version (www.wifoundations.org). 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. However, additional information was obtained from surveys, foundation Web sites, annual reports, and newsletters.

Wisconsin foundations have shown continued growth …

Foundations In Wisconsin: A Directory [24th Ed. 2005], Mary C. Frenn, Rebecca Cesarz, Megan Muthupandiyan, Vance Thomas, Lisa Zongolowicz

Foundations in Wisconsin: A Directory

The 2005 release of Foundations in Wisconsin marks the 24th edition of the print directory and the 5th year of the online version (www.wifoundations.org). 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 extracted from IRS 990-PF tax returns filed by the foundations. However, additional information was obtained from surveys, annual reports, and foundation Web sites.

The 2005 edition documents the significant economic …

Foundations In Wisconsin: A Directory [23rd Ed. 2004], Mary C. Frenn, Rebecca Cesarz, Katie Schrader, Vance Thomas, Lisa Zongolowicz

Foundations in Wisconsin: A Directory

This 2004 edition of Foundations in Wisconsin marks the 23^rd release of the print directory and the 4^th 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 extracted from IRS 990-PF tax returns filed by the foundations. However, additional information was obtained from surveys, annual reports, and foundation Web sites.

Wisconsin foundations have shown small increases …

Foundations In Wisconsin: A Directory [22nd Ed. 2003], Mary C. Frenn, Rebecca Cesarz, Catherine Simpson Kalish, Megan Muthupandiyan, Katie Schrader, Vance Thomas, Dan Abler

Foundations in Wisconsin: A Directory

This 22nd edition of Foundations in Wisconsin (2003) is the first produced by the new Marquette University John P. Raynor, S.J., Library. 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 extracted from IRS 990-PF tax returns filed by the foundations. However, additional information was obtained from surveys, annual reports, and foundation Web sites.

The economy has slowed the growth of Wisconsin foundations. …