Public Affairs Commons^™

Power-Sharing Under Pressure: What A Decade Of Community Partnership Reveals For Philanthropy Today, Clare Nolan, Pilar Mendoza

The Foundation Review

Between 2017 and 2024, U.S. philanthropy experienced a period of significant innovation as many foundations reconsidered long-standing assumptions about control and began taking steps to share power more directly with the communities they fund. This article draws on community leaders’ reflections, alongside the authors’ perspective as long-term evaluators, to examine how these commitments were experienced in practice.

The article focuses on the David and Lucile Packard Foundation’s Starting Smart and Strong Initiative (S3I), a 10-year effort to strengthen early learning systems across East San Jose, Fresno, and Oakland, California. Drawing on interviews with grantees and technical assistance partners, along with …

Reimagining Power And Practice: Grantee Reporting For Greater Impact, Steven Lafrance, Jamae Morris, Lauri Valerio

The Foundation Review

The evaluation of Robert Wood Johnson Foundation’s (RWJF) Written Reports Alternative Project (WRAP) pilot revealed that Oral and Alternative Reporting (OAR) options offer a practical, values-aligned pathway to equitable, trust-based reporting that reduces burden while improving usefulness with a pathway to scale.

WRAP participants reported strengthened relationships and two-way learning, especially when conversations complemented or replaced written materials.

Recommendations for others considering OAR include: offer and codify choice, center questions that matter, design technology to support multiple formats, compensate grantee time for evaluation or additional learning-related asks, and train staff for relational learning.

RWJF’s experience demonstrates how reporting can be …

Educational Inequality In Health Insurance Coverage Before And After The Affordable Care Act, Madelaine R. Adamich

Journal of Earth and Life Science

Health insurance and health care accessibility have historically been ongoing issues within the United States. Two key factors associated with the likelihood of an individual being insured are educational attainment and income. The 2010 Affordable Care Act (ACA), which has been the largest overhaul of health care in the US to date, aimed to reduce disparities in health insurance coverage and health care accessibility. My research analyzes the extent to which the ACA succeeded in reducing disparities related to educational attainment. To examine the ACA’s effects, I utilize the US Census Bureau’s American Community Survey data from 2008 and 2015 …

Deepening Our Understanding Of Resilience: How Evaluation Can Contribute, Michael Quinn Patton

The Foundation Review

Resilience is the capacity to experience a significant shock and adapt as needed to survive and move forward. The current age is one of constant system shocks economically, environmentally, and politically. Resilience becomes essential for navigating these and other risks.

Individuals, organizations, communities, and ecosystems manifest different degrees and types of resilience requiring appropriately matched evaluation responses. In considering new directions for philanthropic evaluation, this article offers for the first time an overarching framework of four different responses to system shocks and disruptions. This leads to four different evaluation criteria: continuity, adaptation, innovation, and capitulation.

In addition to the long-term …

Collective Learning In Philanthropy: Ai, Trust, And The Future Of Grant Reporting, Rachel Kimber, Valerie Ehrlich, Blanch Vance, Abigail Osei

The Foundation Review

Grant reporting has largely devolved from a learning tool to a bureaucratic exercise that reinforces power asymmetries and burdens nonprofits. As philanthropy confronts mounting crises demanding equity and transparency, reporting must transform into a space for collective sensemaking.

This paper explores how Artificial Intelligence (AI), paired with Oral and Alternate Reporting (OAR) methods, can build equitable, human-centered reporting systems. We propose the E⁴ framework — Efficiency, Effectiveness, Expansiveness, and Equity — for intentionally leveraging AI in service of more equitable reporting practices.

Traditional reporting often sidelines the expertise of nonprofit staff and communities most affected by funded programs. Drawing …

When Shift Happens: Navigating Toward A Framework For Responsible Philanthropic Exits, Laila Bell, Stephanie Teleki, Jaime Vazquez

The Foundation Review

Philanthropy can be a powerful force for social change, with influence extending far beyond the funding period. When foundations decide to cease funding in a specific area, how they exit can significantly impact the field they are leaving in both the short- and long-term. A poorly executed exit risks blindsiding grant partners and communities, damaging key relationships, undermining progress, and potentially leaving the field worse off than it was found. In contrast, a responsible exit can help the work continue long after the foundation ceases its funding.

What defines a responsible exit? In this article, learning leaders at three different …

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.

Listening And Participation Prime Funders To Honor And Build Community Ownership, Gita Gulati-Partee, Katy Love

The Foundation Review

Funder listening is an essential complement to community participation to disrupt white dominant culture habits that entrench the status quo of hierarchy and power. Community-centered listening, combined with participatory processes, offers funders an opportunity to shift in deep and sustainable ways from an individualistic, “power over” orientation to interdependent relationships with community partners.

In this article, two practitioners of equity and participatory philanthropy share how funder listening and community participation form a potent combination to help funders confront their own power and use it intentionally to honor and bolster community ownership and agency.

Drawing on the authors’ direct experience, this …

Listening And Responding Lead To Better Outcomes: Building The Evidence Base For High-Quality Listening Practice, Penelope Huang

The Foundation Review

In 2019, Fund for Shared Insight made grants to six research teams to test the hypothesis that if direct-service organizations gain a deeper understanding of how well their programs are serving clients by listening and actively responding to client feedback, they can increase the likelihood of positive outcomes. This body of research explores the case for incorporating participant voice to improve program effectiveness.

As philanthropy seeks to become more responsive to the people and communities most impacted by their decisions, this research has important implications for philanthropic practice, including the selection of grantees, learning in partnership with grantees and community, …

Leaning Into The Messiness Of Authentic Engagement: Fostering Reciprocity In Foundation Strategy, Learning, And Evaluation, Sonia Taddy-Sandino, Jennifer Ho, Kim Ammann Howard, Clare Nolan

The Foundation Review

Over the last several years, numerous foundations have endeavored to forge deeper relationships with grantees and challenge the status quo in strategy development and evaluation design. Encouraged by efforts such as the Trust-Based Philanthropy Project and the Equitable Evaluation Initiative, some funders are seeking to redefine how they engage grantees and field partners by navigating the nuances of power dynamics, mutual interests, and genuine collaboration. While there are encouraging signs of progress, there are also plenty of examples of foundation and nonprofit leaders getting stuck or reverting to the modus operandi. Competing agendas, the lack of sustained political will, and …

Listening As An Adaptive Practice To Transform Philanthropy, Nitya Venkateswaran, Kate Szczerbacki, Jay Feldman

The Foundation Review

A growing number of grantmaking institutions (GMIs) recognize that listening to communities in which they invest—especially those to, and most affected by, the challenges being addressed—is crucial to achieve their equity goals. Despite investments and intent to listen, there is a gap in implementation.

Genuine listening for equity requires that foundation leaders view the shift as adaptive and not merely technical. A technical change entails adoption of specified methods whereas adaptive changes require a fundamental shift in values and beliefs. Solely implementing new “listening” techniques without shifting values and beliefs could leave gaps between intention and action. But current resources …

The Trouble With Community Engagement: From Power Sharing To Power Shifting Through The Community Bill Of Rights, Jessica Lee, Patrick Mcneal, Malikah Garner, Katya Fels Smyth, Tanya Tucker, Shemekka Stewart Isaacs, Jasmaine Shaphon Henry, Miranda Rabuck

The Foundation Review

Reflecting a growing consensus that meaningful change doesn’t come without the involvement of those most impacted, funders have signed on to efforts to “listen,” “get proximate,” and “empower.”

In this article, the authors draw on their lived expertise and research to describe how even well-intentioned community engagement efforts can become extractive, tokenizing, and undermine existing community assets. As a meaningful alternative, the authors suggest “centering community” as an orientation to all philanthropic work and the Community Bill of Rights (CBR) as a tool to guide the required change (Black et al., 2022).

Drawing on case examples from healthcare, urban planning, …

Pedaling Toward Justice: Exploring The Role Of Community Advocacy In Shaping Bicycle Policy In Oakland., Claire Farrell Lowe

Master's Projects and Capstones

The way people move through a city fundamentally shapes their access to jobs, essential services, and economic and social opportunities. While Oakland’s bicycle infrastructure has improved over the past decade, vehicle-centric planning has historically sidelined cycling, creating mobility inequities. This thesis examines the role of community advocacy in advancing equitable bicycle planning and prioritizing cycling infrastructure as a core element of urban development. This thesis project follows the question: what role do advocacy groups play in addressing the gaps between the Oakland Bicycle Plan and its implementation? Through policy analysis, community engagement, and interviews with key informants from Bike East …

Budgeting For Social Equity: Exploring The (Nearly) Unknown, Bruce D. Mcdonald Iii, Sean M. Mccandless

School of Public Service Faculty Publications

Public administration has become increasingly concerned with social equity, particularly in budgetary processes. Local governments have adopted so-called equity budgeting practices, yet little is understood about how and why they are adopted; what budgeting practices are deemed social equity budgeting versus traditional budgeting; what is required to adopt and implement social equity budgeting successfully; and how success is measured. We analyzed government and nonprofit documents on social equity budgeting, followed by interviews with local government budget directors serving “early adopter cities” of social equity budgeting practices. We developed a framework of social equity budgeting practices to link the findings regarding …

Enticing Institutions To Become More Inclusive And Responsive: Lessons From The Colorado Health Foundation’S Locally Focused Work, Douglas Easterling, Jehan Benton-Clark, Scott Downes, Phillip Chung

The Foundation Review

Equity-focused foundations have generally sought to change institutions, systems, and structures through advocacy, policy change, and community organizing — either on their own or by supporting activist organizations. This article examines an alternative philanthropic strategy: directly engaging and supporting the institutions that need to become more diverse, inclusive, and responsive to the communities they should be serving.

The Colorado Health Foundation has “enticed institutions” as one element of its Locally Focused Work effort, launched in four Colorado communities in 2017. With LFW, program officers actively seek to build supportive relationships with a wide range of community-based organizations and actors who …

Forest For The Trees: Collective Accountability And Trust As Groundwork For Systems Change, Shaady Salehi, Pia Infante

The Foundation Review

Since 2020, trust-based philanthropy has gained momentum as a strategy to alleviate inherent power imbalances between funders, nonprofits, and the communities they serve. The cornerstone of the approach is a set of grantmaking practices, such as multiyear unrestricted funding and streamlined paperwork, that support nonprofit self-determination toward achieving impact goals.

At a deeper level, trust-based philanthropy is driven by core values that position funders as collaborators and supporters working alongside nonprofits to advance a more just and equitable society. This requires a radically different stance on accountability from conventional philanthropic norms. Rather than reinforcing a sense of one-way transactional accountability, …

A Philanthropic Theory Of Systems Transformation For Advancing Equity In The Polycrisis, Michael Quinn Patton, Ruth Richardson

The Foundation Review

The term “polycrisis” calls attention to overlapping, mutually reinforcing, and potentially disastrous trends and crises that are interconnected, like climate change, increasing global inequities, widespread disinformation, pandemic dangers, the ravages of war, and pollution of land, air, and water. Vulnerable and marginalized populations are most directly affected by the intensifying problems that are manifested in the polycrisis.

This article, on the occasion of the 15th anniversary of The Foundation Review, invites readers to ponder the risks posed by the polycrisis and how philanthropy might look beyond business as usual to respond to those risks. We review the evolution of philanthropic …

Lost Causal: Debunking Myths About Causal Analysis In Philanthropy – With 2024 Prologue, Jewlya Lynn, Sarah Stachowiak, Julia Coffman

The Foundation Review

Editor’s Note: This article, first published in print and online in 2022, has been republished by The Foundation Review with minor updates.

What if philanthropic evaluations told us that changes in the world had occurred, as well as how and why they occurred, including whether what foundations funded and grantees did 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-and-effect relationships.

Yet currently in …

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 …

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 …

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 …

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 …

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 …

The Shrinking Geography Of Housing Opportunity In Mountain West Metros, 2022, Hira Ahmed, Joshua Padilla, Saha Salahi, Caitlin J. Saladino, William E. Brown Jr.

Housing & Real Estate

This fact sheet examines data from the National Equity Atlas on the changing geography of opportunity across Mountain West metros. The original report includes data on the largest 100 metros in the United States. This fact sheet reports on the overall percentages of affordable zip codes in nine major metropolitan areas in the Mountain West and changes in affordable zip codes for Black, Latinx, and white households in Mountain West metros from 2013 to 2019. Data for nine Mountain West metros are included: Tucson, AZ; Phoenix-Mesa-Scottsdale, AZ; Colorado Springs, CO; Denver-Aurora, CO; Albuquerque, NM; Las Vegas-Paradise, NV; Ogden-Clearfield, UT; Provo-Orem, …

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 …

A New Diversity, Equity, And Inclusion Role For The Town Of Acton: Final Report, Edward J. Collins, Jr. Center For Public Management, University Of Massachusetts Boston, Center For Women In Politics And Public Policy, University Of Massachusetts Boston

Publications from the Center for Women in Politics and Public Policy

In June 2021, the Town of Acton’s Annual Town Meeting approved an FY22 capital budget request for a study of a Diversity Officer position and for follow-up implementation work. This action followed the establishment of a Diversity, Equity, and Inclusion Commission (DEIC) in Acton and several incidents of bias and hate experienced by residents and elected leaders in Acton and occurred amidst a racial reckoning in the United States.

In September 2021, the Town of Acton’s Diversity, Equity, and Inclusion Commission (DEIC) submitted a report with recommendations to the Select Board. The Commission was charged with “assessing the state of …

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 …