Social and Behavioral Sciences Commons^™

Beyond The Grant: How The W. K. Kellogg Foundation Went Beyond Grantmaking To Contribute To A Major Early Childhood Initiative, Stephen Greeley, Beth Greeley

The Foundation Review

· The seven-year SPARK (Supporting Partnerships to Assure Ready Kids) initiative, created by the W. K. Kellogg Foundation (WKKF), aimed at systemically linking the pre-K and kindergarten worlds as a way to position vulnerable children for greater success in the early grades.

· At the foundation, the initiative served as a departure point for WKKF to move from its traditional grantmaking role to a changemaker role.

· To create change, a foundation must articulate – and commit to – a point of view about how change can occur. A theory of change can be a powerful tool to guide ongoing …

The Real-Time Evaluation Memo: A Tool For Enabling Evaluative Thinking And Learning In Foundations And Nonprofits, Melanie Hwalek, Mary Grcich Williams

The Foundation Review

· Real-time evaluation memos provide data-based feedback in a timely manner to inform decision making.

· Memos must be concise and include both data and expert synthesis and interpretation.

· The foundation must have a learning culture if the memos are to most useful; there must be time to reflect on the content and implications.

· The balance between data quality and timeliness must be managed and will be dependent on the topic.

· While useful for program management, these memos do not provide the kind of summative information that board members and other stakeholders may require.

Trends In Global Philanthropy Among U.S. Foundations: A Brief Review Of Data And Issues, Anne C. Petersen, Gail D. Mcclure

The Foundation Review

· International grantmaking has increased dramatically in the past two decades, at a rate faster than domestic grantmaking.

· The increase in international grantmaking, stimulated by increased interest in global issues, was fueled by increased foundation assets and especially by new foundations created since 1990.

· While many of the issues confronting international grantmaking exist with domestic grantmaking, they have special aspects and increased importance because of the global context.

· Many foundations have now accumulated information about how best to work in partnership with other foundations, governments, and business; these lessons would benefit all foundations.

· Thoughtful collective action …

Leadership Development In The Social Sector: A Framework For Supporting Strategic Investments, Grady Mcgonagill, Claire Reinelt

The Foundation Review

· While much of the research on leadership and leadership development has historically studied private sector settings, recent work has begun to build knowledge about leaders in public and community settings.

· New models of leadership, including collective leadership, are being developed and implemented by foundations.

· A framework for identifying the level of intervention (individual, team, organization, network, or system) and the level of impact (individual, team, organization, community, or field of policy and practice) is proposed as a tool for more strategic investing in leadership development.

Is The Policy Win All? A Framework For Effective Social-Justice Advocacy, Barbara Klugman

The Foundation Review

· This article offers a theory-of-change framework to help those engaged in social-justice advocacy to reflect on whether social-justice values are being retained in the process.

· A reproductive rights effort in South Africa provides an example of how social justice values can be lost in the advocacy process.

· The failure to sustain work on the ground pointed to the need to maintain a base of support even after a policy victory.

· Strategies must be revisited as social and political contexts change.

· One of the critical social-justice values that supports the establishment and maintenance of alliances is …

The Dragonfly Effect: Quick, Effective, And Powerful Ways To Use Social Media To Drive Social Change: Book Review, Sophia Guevara

The Foundation Review

No abstract provided.

The Education Collaboration Fund: Possibilities And Limitations Of Pooled Funds, Lisa Philp

The Foundation Review

· Raising money for a pooled fund is time consuming and requires expertise with the funding topic and the target audience. Yet the process of shopping around a pooled fund or collaborative concept can be valuable in its own right, even if most do not participate.

· Shared interest around a topic or community is a necessary but insufficient reason for participating in a pooled fund. A pooled fund provides an opportunity for individuals and family foundations to learn and grow as donors.

· Someone with passion, organizational skills, and persistence needs to drive the process forward or it will …

Leveraging Social Networks In Direct Services: Are Foundations Doing All They Can?, Katya Fels Smyth

The Foundation Review

· Social networks are critical to physical and mental health, and they shape how people see themselves and their possible futures.

· Social networks represent an under-leveraged resource in social services’ efforts to alleviate poverty and other social challenges.

· Foundations may be unintentionally creating barriers to practice that leverages social networks by incentivizing individually-focused, highly specific services delivered in standardized, replicable ways.

· “Network-oriented” practice can help craft a new way forward that threads the needle between everything-is-different-for-everyone and everything- is-the-same-for-everyone.

· By focusing funding on efforts that build and support social networks, foundations can deepen and sustain the …

A Hedgehog Moment: The Roles And Pitfalls Of Strategic Philanthropy For Family Foundations And Donors: Book Review, Charles H. Hamilton

The Foundation Review

No abstract provided.

Next-Generation Philanthropy: Examining A Next-Generation Jewish Philanthropic Network, Stephanie Lerner

The Foundation Review

· As a result of mobility, philanthropy among a Millennial group of Jewish donors is becoming divorced from the communities in which their parents live.

· This group’s members generally perceive themselves as thinking and acting more strategically than past generations. They expect philanthropic organizations to operate with increased transparency, and those entities will need to adapt to these expectations in order to thrive.

· The characteristics that define the Millennial generation – open-mindedness, a desire for meaningful employment and philanthropic activity, technological adeptness, innovation – are changing philanthropy.

· Despite those changes, philanthropic priorities among families remain substantially constant …

Challenges And Strategies For Family Foundations With Geographically Dispersed Board Members, Melanie A. Mckitrick, Deborah Hirt

The Foundation Review

· This article, based on interviews with leaders of 10 family foundations, investigates the impact of geographic dispersion on governance, administration, decision making, and grantmaking activities.

· The greatest challenges for family foundations with dispersed boards involve assembling an appropriate staff, ensuring strong communication between staff and board members, and focusing the organization’s mission. Maintaining family board member interest in the foundation’s geographic area and bridging and strengthening ties between generations were also concerns.

· In order to maintain family legacies, all case-study foundations found unique ways to overcome challenges and were deliberate in ensuring that board members stayed actively …

Achieving Foundation Accountability And Transparency: Lessons From The Robert Wood Johnson Foundation’S Scorecard, David C. Colby, Nancy W. Fishman, Sarah G. Pickell

The Foundation Review

· The purpose of this article is to help foundations in their accountability and transparency efforts by sharing lessons from one foundation’s journey to develop a scorecard.

· A commitment to funding and sharing the results from rigorous evaluations set the tone for Robert Wood Johnson Foundation (RWJF) accountability.

· The Scorecard is a powerful tool for RWJF to set goals, track organizational effectiveness, and motivate responses to shortcomings.

· Foundations can tailor their scorecard to include what best serves their needs.

· With its Scorecard, RWJF found that comparative and quantitative measures are the most powerful forces to motivate …

Developing A Master Data Sharing Agreement: Seeking Student-Level Evidence To Support A Collaborative Community Effort In Education, Neil E. Carlson, Edwin Hernández, Chaná Edmond-Verley, Gustavo Rotondaro, Eleibny Feliz-Santana, Susan Heynig

The Foundation Review

· A private foundation, a public school system, and a state university joined forces to address a difficult, long-standing challenge: closing the academic achievement gap between urban and suburban students.

· All parties agreed that sharing of longitudinal, student-level data was required to drive and evaluate multiple efforts to close the gap, but significant technical, regulatory, and political obstacles stood in the way.

· The parties worked through multiple challenges and forged a Master Data Sharing Agreement (MDSA) that will facilitate both daily intelligence for program staff and powerful post-hoc research capacity.

· This MDSA text has been released online …

Editorial, Chris Tebben

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

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 …

What Is A Family Foundation?, Michael Moody, Allison Lugo Knapp, Marlene Corrado

The Foundation Review

· Family foundations are important institutions, making up a significant portion of the foundation universe and having both local and global impact. Yet we have no shared definition of this diverse and evolving category. Clarifying the definition will help challenge persistent misconceptions, get perspective on the diversity, and improve foundations’ understanding of their own family dimensions.

· This article surveys the different definitions of family foundation that are, and have been, used by key organizations in the field and by researchers. It also reviews examples of the variations and complicating factors that make answering the title question difficult.

· A …

Lessons (Not Yet) Learned, Marilyn J. Darling, Jillaine S. Smith

The Foundation Review

· Despite a significant influx of charitable dollars over the last 10 to 20 years, solutions to complex social problems remain elusive, while philanthropy has been facing growing pressure to account for its tax-free dollars; to demonstrate, replicate, and scale success; and to be transparent about failed social investments.

· When foundations and their nonprofit partners ignore a failure and move on, whether it is to protect their own reputation or the reputations of valued partners or simply because of the pressure to keep going, it is too easy to toss out the baby with the bathwater – to toss …

Executive Summaries

The Foundation Review

No abstract provided.

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 …

Editorial, Michael Moody

The Foundation Review

No abstract provided.

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 …

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 …

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 …

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 …

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 …

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 …

Editorial-Open Access, Teresa Behrens

The Foundation Review

No abstract provided.

Reframing Assessment Of Grantee Perceptions: Reconsidering Effectiveness With Broader International Stakeholder Engagement, Laurel Pendleton, Michael Y. Moon

The Foundation Review

· Stakeholder engagement is important in philanthropy because it allows grantmakers and grantees to pool their respective resources more effectively to address their shared target issues.

· As more and more foundations and other grantmaking entities venture into the expansive world of self-evaluation, it is prudent that these methods be examined in light of international funding relationships.

· In order to better understand how these tools and methods can be used internationally, we outline the opportunities presented when using frames as one basis for decision-making in complex situations.

· Using the hypothetical case of a U.S. funder seeking to understand …