Social and Behavioral Sciences Commons^™

Place-Based Philanthropy With An Adaptive Lens: Actively Balancing Community-Driven And Foundation-Driven Orientations, Douglas Easterling, Tanya Beer, Kristen Burwell Naney, Mina Silberberg, Laura Gerald, Adam Linker

The Foundation Review

With place-based philanthropy, a foundation provides extensive, long-term support for a comprehensive mix of programs within specific communities, with the expectation that this will produce benefits at a communitywide level. One of the key questions in designing a place-based initiative is how much the foundation will control local decision-making.

In some initiatives, the foundation dictates the issues that community groups must address and/or the nature of the planning process that will be used to develop solutions. This sometimes produces ineffective or irrelevant solutions. In contrast, other initiatives allow local groups considerable discretion in naming the issues and choosing the solutions, …

Widening The Aperture: A Case Study Of Widening The Definition Of Evidence For Strategy, Jennifer James, Sandra Hilliard

The Foundation Review

The need to “widen the aperture” to consider different types and sources of evidence is paramount to sharpening grantmaking strategies that are in service of those we seek to serve. This article describes an underlying process of identifying and applying equity considerations in the evidence considered for strategy development in the context of a large, national foundation.

The aim was to develop a “common evidence base” — the core of which was a database library — and what was understood from the evidence was synthesized to bring together what was currently known, the edges of the foundation’s understanding, and emerging …

A Year Of Learning: Educating The Philanthropic Community About Racialized And Stigmatized Nonprofits, Shariq Siddiqui, Rafeel Wasif, Abdul Samad

The Foundation Review

Islamophobia and a lack of legitimacy heavily impact Muslim-led nonprofits and limit their relationships with philanthropy in the United States, resulting in an anemic, continually underfunded sector. This article explores that disconnect within a discussion of the Year of Learning, a unique series of virtual workshops that brought together foundations and nonprofits serving the Muslim American community.

Among the barriers to more effective relationships that emerged from the workshops were the presence of Islamophobia within society at large and philanthropy in particular, a hesitance among U.S. foundations to fund faith-based work, and a lack of capacity among Muslim-led nonprofits. Also …

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 …

Learning, Unlearning, And Sprinkling In: Our Journey With Equitable Evaluation, Jane Mosley, Leigh W. Quarles, Jason L. Williams

The Foundation Review

The Health Forward Foundation recently completed a two-year journey with the Equitable Evaluation Initiative as a practicing partner. This partnership provided us with the support to push for change that better aligned with our new focus, prioritizing racial equity and economic advancement.

The partnership also allowed us to explore a number of questions fundamental to our work in learning and evaluation: what we really know about the impact philanthropy is making in our communities; how we can explain that to board members, and how we honor the personal experiences of the people we serve.

In this article we discuss our …

A Team's Journey Toward More Equitable Philanthropic Research And Evaluation Practices, Kimberly A. Spring, Maria Fernanda Mata, Jeffrey Poirier, Allison Holmes, Amir François

The Foundation Review

This article describes the journey of the Research and Evaluation team at the Annie E. Casey Foundation to develop an approach that would allow us to rethink and deepen how we, as funders of research and evaluation, center equity in our practice.

In particular, we explain how, through this process, we began to focus on what it means to orient research and evaluation toward participant owners and came to examine the assumptions, expectations, habits, and values that we held. These experiences have presented us with opportunities to learn and be open to new ways of engaging in our work.

We …

A Journey Into Equitable Practice: Doing More, Doing Differently, And Doing Better, Bree Bode, Sarah Panken, Annie Murphy, Marci Scott

The Foundation Review

The mission of the Michigan Fitness Foundation is to encourage and facilitate active lifestyles and healthy food choices through education, environmental awareness, community participation, and policy leadership. The article shares how a three-year engagement with the Equitable Evaluation Initiative led the foundation to see its grantmaking, programming, and evaluation practices anew through an equity lens.

Through naming and noticing the ways in which traditional grantmaking has contributed to the inequities that philanthropy seeks to address, the foundation was able to change its own way of working — specifically by going beyond the standard written grant proposal to actually sit with …

Mentoring For The Retention And Promotion Of Diverse Talent, Holly M. Hetherington

Culminating Experience Projects

Many companies employ mentoring as a tool for investing in employee development and for retention and promotion. However, women and marginalized groups often experience barriers to accessing mentors and to experiencing the benefits of mentoring. Companies can take measures to mitigate these barriers and help women or people from marginalized groups benefit from mentoring. Mentoring can become a tool for investing in diverse talent if companies are willing to consider alternatives to traditional mentoring approaches, provide the necessary training, and develop a supportive culture. This project draws on best practices from feminist perspective and critical race theory scholarship to evaluate …

Centering Or Empowering—Shifting Power To The Library Members, Annie Bélanger

Scholarly Papers and Articles

Libraries are activated by our community members and our staff. Libraries use a variety of words to describe the people that frequent them. The words are often used habitually, rather than after a critical review of their origin and impacts. If libraries are not neutral, how might this translate into the language that we use, the way we make decisions, and how we engage with our community members? This column will explore the growth of public services, the language we use to refer to the people we serve, and how to empower our community members as well as partners in …

The Yin And Yang Of Equity-Centered Philanthropy, Douglas Easterling, Laura Mcduffee, Sabina Gesell

The Foundation Review

Foundations face two competing imperatives when they commit to advancing equity. On the one hand, they are counseled to support and follow the lead of community-based groups that are on the front lines of social change. On the other hand, they are also being challenged to use their power and influence to act boldly to change inequitable structures, policies, and institutions. These two orientations, yin and yang, can take a foundation in different directions and thus cause confusion and internal conflict.

The challenge for a foundation is to balance and integrate the two orientations into a comprehensive and effective approach …

How A Community Foundation’S Disaster Framework Guided Rapid Pandemic Response, Steven W. Mumford, Isabel Barrios, Kellie Chavez Greene

The Foundation Review

Disasters create opportunities for philanthropy to rebuild equitably by prioritizing the most vulnerable community members in disaster response and addressing existing disparities and structural inequities in the recovery phase. As intermediaries between donors and local communities, community foundations are well-positioned to lead transformational disaster response.

Through its experience with Hurricane Katrina and subsequent disasters in the region, the Greater New Orleans Foundation developed a flexible disaster framework that emphasizes four broad principles — resilience, sustainability, civic participation, and equity — and specific practices in each area to guide rapid and long-term disaster response and preparedness. This article describes how the …

Equity + Catalyst Framework Guide, Naomi M. Silas

Culminating Experience Projects

There has been a shift in society, in light of Covid-19 and the global pandemic, more people have begun to recognize the structural and institutional injustices that exist in this country. Social innovation allows collaboration between people from different sectors, disciplines, industries, and backgrounds; in order to create sustainable change to complex social issues. Design thinking is an iterative process used in business to create innovation and products; it’s also used for social impact.

The goal of the Equity + Catalyst Framework is to bridge concepts that include design thinking, and embodiment, as well as lived experiences and community care …

Ul Inclusion, Diversity, Equity, And Accessibility Framework, Annie Bélanger, Stacey Burns, Samantha Minnis, Susan Ponischil, Ashley Rosener

Library Reports and Communication

This framework is meant to provide a shared understanding of the University Libraries’ commitment and approaches toward Inclusion, Diversity, Equity, and Accessibility (IDEA). The framework is intended to ground us in theory as we move toward action, to guide us as we make decisions about IDEA-related initiatives, and to prioritize our IDEA commitment in all that we do. The framework allows us to leverage systems thinking as well as to connect library efforts to the University’s goals, values, and frameworks for IDEA. While the framework does not provide action steps, it is meant to provide ways for all library colleagues …

Grand Valley State University Libraries Journey To Idea 2.0: Moving From Education To Action Toolkit, Lucille Near, Annie Bélanger, Stacey Burns, Samantha Minnis, Ashley Rosener

Library Reports and Communication

An annotated bibliography of resources to explore and advance inclusion, equity, diversity, accessibility work (IDEA). Includes background documents related to IDEA work at Grand Valley State University (GVSU) and Grand Valley State University Libraries, as well as toolkits and frameworks external to GVSU.

Lost Causal: Debunking Myths About Causal Analysis In Philanthropy, Jewlya Lynn, Sarah Stachowiak, Julia Coffman

The Foundation Review

What if philanthropic evaluations told us that changes in the world had occurred, as well as how and why they occurred, including in what ways foundation funding and grantees contributed to those changes? What if evaluations made change pathways more visible, tested hypotheses and assumptions, and generated new insights based on what happened in the “black box” of systems change strategies? This type of learning comes from causal analysis — inquiry that explores cause-andeffect relationships.

Yet currently in philanthropy, particularly for strategies and initiatives that feature high complexity, few evaluations use robust techniques for understanding causality. Instead, philanthropic evaluation tends …

Learning Amid Disruption: Bouncing Forward Into A Changed World, Rachel Reichenbach, Jewlya Lynn, Jen Heeg

The Foundation Review

The philanthropic sector has come to recognize the importance of bringing a systems lens to its work, seeking to influence upstream drivers of complex problems, and being adaptive in its approaches instead of implementing static, multiyear plans. Yet, integrating these concepts into practice continues to pose a challenge.

Humanity United — a foundation dedicated to cultivating the conditions for enduring freedom and peace — had been grappling with this charge when the disruption caused by COVID-19 led it into a crisis response mode in 2020, similar to many other philanthropic institutions. That disruption also challenged our old ways of being, …

Through An Inequitable Collective Trauma Lens: Elevating Narratives On Mental Health And Covid-19, Juliana Espinosa, Sheila García Mazari, Samantha Minnis

Presentations

This panel session sought to elevate the voices of library professionals who had been impacted both personally and professionally by COVID-19. Speaking from their perspectives at different career points, the panelists shared their experiences, as well as how the pandemic has compounded for some, several pre-existing collective traumas. Panelists addressed the crisis narrative inherent in librarianship, and discussed how the profession can reframe its approach to inequitable trauma, unsustainable workloads, and other structural inequities. The handout provided lists the questions that panelists addressed, a resources list for further reading, and an accountability agreement for participants to engage with the space.

Idea Reinvisioned Charge, Jon Jeffryes, Sheila García Mazari, Annie Bélanger

Library Reports and Communication

This documents details the purpose, accountabilities, and timeline for IDEA 2.0, a group of university library staff who focus on active interrogation of existing policies and practices. The group works to ensure that the library’s policies and practices do not reinforce existing inequitable power structures with an early focus on white supremacy culture, but not to the exclusion of other inequities such as patriarchy, ableism, and others. IDEA 2.0 acts as a guiding body to establish best practices and mechanisms of accountability.

Exploring Needs For Diversity, Equity, And Inclusion Practices In Arts And Culture Nonprofits In Denver, Colorado, Christina Mcclelland

The Foundation Review

To foster a more welcoming, inclusive, and effective arts and culture community in the metropolitan Denver area, the Bonfils- Stanton Foundation seeks to promote promising practices in diversity, equity, and inclusion (DEI) among nonprofit arts organizations. The foundation partnered with a researcher to explore how local organizations are implementing such practices and to learn how it could best support these efforts.

This article summarizes the findings of a qualitative survey of leaders from 10 Denver arts and culture nonprofits and discusses them within the context of a review of literature on diversity efforts among other arts organizations in North America. …

Measuring The Effectiveness Of Equitable Economic Development Strategies, Amy Minzner

The Foundation Review

There is anecdotal evidence that equitable economic development activities can foster inclusive growth and unlock the full potential of local economies by dismantling barriers and expanding opportunities for low-income people and communities of color. These strategies are being used with increasing frequency, and advocates and funders are pressing for their use throughout the country. Because of this, there is a need to better understand the link between equitable economic development activities and their ability to foster equitable opportunities and resulting impacts.

Establishing this link will require a new measurement strategy because traditional measures of economic development effectiveness focus on communitywide …

Moving The Needle Or Spinning Our Wheels? A Framework For Long-Lasting, Equitable Change In Education, Heather Mccambly, Eleanor R. Anderson

The Foundation Review

In the quest for equitable and lasting reform in postsecondary education, philanthropy’s great strength is its flexibility to make use of multiple strategies. However, as most grantmakers know firsthand, not all strategy combinations lead to lasting systemic change.

This article offers an actionable approach for designing and analyzing philanthropically funded movements in order to remake an area of educational policy or practice. It begins with a review of philanthropic literature that identifies the primary change strategies used by funders in the education sector. It then introduces a tool, rooted in organizational research, to understand and predict the circumstances under which …

Leveraging Effective Consulting To Advance Diversity, Equity, And Inclusion In Philanthropy, Stephanie Clohesy, Jara Dean-Coffey, Lisa Mcgill

The Foundation Review

In 2018, the National Network of Consultants to Grantmakers launched an initiative to sharpen the impact of diversity, equity, and inclusion (DEI) work in grantmaking by increasing the capacity of consultants and grantmakers engaged in these efforts. Network researchers used a systematic protocol to interview consultant members about their most effective partnerships with grantmakers. Case studies drawn from those interviews yielded valuable lessons for advancing DEI in philanthropy.

In sharing some of these lessons, this article advises consultants to be prepared to help grantmakers define or refine the meaning of DEI and understand where equity fits into their values and …

Equity For All: Building The Infrastructure For Change Through Community-First Funder Collaboratives, Ellen Braff-Guajardo, Kaying Hang, Leslie Cooksy, Monica Braughton, Fontane Lo

The Foundation Review

Foundations increasingly recognize that improving conditions in many communities requires addressing inequities in access to rights and resources. Yet there are challenges to effective investment in underresourced regions, especially when foundations have limited familiarity with the region and may assume limited local capacity to leverage philanthropic investments.

This article discusses how Sierra Health Foundation partnered with other California and national foundations to establish the San Joaquin Valley Health Fund, a collaborative whose grants focus on strengthening the capacity of communities and organizations in the Valley to advance policy and systems changes that promote health and racial equity.

This article highlights …

University Libraries Equity & Inclusion Committee White Paper, Janelle Yahne, Samantha Minnis, Annie Bélanger, Jacklyn Rander, Matthew Reidsma, Gayle Schaub, Jennifer Torreano

Library Reports and Communication

By Fall 2017, ULEIC, and the task force before it, had been successful in bringing training opportunities to the attention of Libraries faculty and staff. However, the committee was struggling with defining its scope in relation to the work of Faculty Development and Support Committee (FDSC) and Department Heads. Collaborating with the Dean, it was decided to move forward with a co-creation facilitation, which would engage all members of ULEIC, to define:

• The vision/purpose for the committee
• It's relationships and partnerships with other library and campus groups
• The desired outcomes
• A new charge
• A workplan

This report summarizes the findings …

Looking In The Mirror: Equity In Practice For Philanthropy, Ashlee Young, Jaime Love, Nancy Csuti, Christopher J. King

The Foundation Review

Philanthropy still needs to be reminded that there is no such thing as a post-racial America, and that systemic racism continues to underlie the problems foundation funding attempts to address. While many foundations have found it challenging to address equity in their grantmaking, they have found that process far more comfortable than addressing equity within their own organizations.

This article will describe the efforts of three foundations in various stages of seeing themselves through an equity lens: the Consumer Health Foundation, The Colorado Trust, and Interact for Health. This article will discuss why these foundations are on this journey, what …

Insights From Deploying A Collaborative Process For Funding Systems Change, Alison Mccarthy, Jacob Bornstein, Tiffany Perrin, Jennifer James, Bill Fulton

The Foundation Review

Many foundations are seeking to impact root causes of social issues through funding initiatives that are both technically and socially complicated and where past experience is no guarantee of success. These situations exhibit the growing need for more adaptive funding approaches, such as emergent philanthropy.

This article looks at an application of emergent strategy at the Colorado Health Foundation. It shares tools used to design the funding approach for the foundation’s Creating Healthy Schools initiative, including support for grantees in refining their grant-proposal budgets and activities, decreasing duplication, and leveraging resources more effectively.

This article will look at lessons learned, …

Integrating Funders Into A Multisector Transit-Equity Collaborative: Lessons From The Field, Davian Gagne

The Foundation Review

This article examines the efforts of Mile High Connects, a collaborative working to ensure that the Denver region’s $7.8 billion transit project benefits low-income communities and communities of color by connecting them to affordable housing, healthy environments, quality education, and good-paying jobs.

The collaborative, which includes local and national funders that have coalesced around the central issue of transit equity, has adopted a collective-impact model that has at its core two tools to measure and track its work and to show the social-impact outcomes achieved through its initiatives.

This article describes the collaborative’s approach to evaluation, reflects on its initial …

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. …

Naming Race: One Foundation’S Path To A Strategy Of Structural Inclusion And Self- Determination, Lori Bezahler

The Foundation Review

· Common wisdom tells us that by placing people of color in leadership roles in philanthropy, there will be a greater emphasis on issues of racial equity and attention to solutions that are rooted in the experiences of people of color. While diverse leadership is a critical component of inclusion, attention must also be paid to the dynamics of power inherent in the relationship between a philanthropic institution and the community it seeks to serve. Foundations must put in place practices that address the inherent inequities in our sector if we are to contribute to systemic change.

· The Edward …

Difficult Conversations: Lessons Along The Journey Toward Inclusion, Carrie Pickett-Erway, Susan Springgate, Suprotik Stotz-Ghosh, Tom Vance

The Foundation Review

· This paper documents one foundation’s work to become a more diverse and inclusive foundation.

· The Kalamazoo Community Foundation adopted a diversity policy and established a Lesbian, Gay, Bisexual and Transgender (LGBT) Equality Fund in 2000. In 2003 the foundation established an ad hoc diversity committee; the committee was formalized in 2007.

· An inclusion statement was adopted for unrestricted grantmaking in 2004, and was strengthened in 2012 along with the words “for all” added to the foundation’s mission statement. The inclusion statement was further modified in 2013.

· The foundation proclaimed itself an antiracist organization in 2010.

· …