Public Policy Commons^™

Lessons From The Assessment For Learning Project: Strategies For Building An Authentic Learning Community, Heather Lewis-Charp, Daniela Berman, Sarah Lench, Tony Siddall

The Foundation Review

This article explores findings from an evaluation of the Assessment for Learning Project, a grantee engagement strategy led by the Center for Innovation in Education focused on creating a learning community founded in continuous reflection and safety for risk-taking. The article shares the project’s model and approach, grounded in the core design elements of a field-facing learning agenda, grantmaking that leads with learning, and collective leadership.

This article highlights the Assessment for Learning Project’s practices, such as a Request for Learning rather than traditional Request for Proposals; a requirement that grantees provide formative feedback to each other; and public demonstrations …

Coherent Assistance In Education Improvement: How Foundations Can Help, Ann Jaquith, Rosa Chavez

The Foundation Review

Philanthropic organizations are experimenting with ways to support capacity building in order to scale innovations and leverage funding for greater social impact. Increasingly, philanthropies are also attending to their own organizational needs for learning in order to inform strategy, shape future work, and measure effectiveness.

This article shares the lessons of the Aligned Partners Project, a three-year study of a foundation-funded interorganizational collaboration to align the work of three technical assistance organizations to meet the needs of one school district. It identifies challenges to providing coherent assistance as well as grantmaking practices that could address them.

A foundation seeking to …

Executive Summaries

The Foundation Review

No abstract provided.

Turning Changemaking Inward: How One Health Philanthropy Transformed Its Grantmaking Approach To Drive Deeper Impact, Christina Ellis, Laura Pinsoneault, Sarah Deering, Jesse Ehrenfeld, Erin Fabian, Cheryl Maurana

The Foundation Review

In 2014, the Medical College of Wisconsin’s Advancing a Healthier Wisconsin Endowment made a significant shift in focus to supporting adaptive rather than programmatic solutions to address critical health issues, and adopted a new approach that emphasized engagement with key stakeholders, recognizing the importance of contribution over attribution and requiring a long-term perspective on outcomes.

The endowment identified three new “changemaker” roles for itself, alongside new funding mechanisms and a set of conditions where positive change could be supported to influence health. While changemaking began as a description of the endowment’s strategic direction, today this philanthropic philosophy permeates all that …

Women’S Grantmaking For Economic Security: The Work Of One Coalition, Elizabeth May Gillespie

The Foundation Review

Philanthropy has historically been an avenue for citizens to pursue positive social change, yet little is known about what foundations are doing to foster economic security for women. This article seeks to help bridge this gap between theory and practice through an examination of one type of philanthropic organization — women’s grantmaking funds.

Focusing on the work of Prosperity Together, a coalition of 30 of women’s grantmaking funds dedicated to advancing women’s economic security, this article explores what the funds are doing to support this work. It draws on data from a landscape scan of the coalition’s members as well …

Front Matter

The Foundation Review

No abstract provided.

Full Issue

The Foundation Review

No abstract provided.

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

The Foundation Review

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

Back Matter

The Foundation Review

No abstract provided.

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

The Foundation Review

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

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

Human-Centered Design And Foundation Staff: A Case Study In Engaging Grant Beneficiaries, Nicholas G. Randell, Megan Macdavey

The Foundation Review

As part of ongoing efforts to engage grant partner voices in their work with young people who have intellectual disabilities, program staff at the Peter & Elizabeth Tower Foundation have explored the notion of being physically proximate to these young people as a way to more authentically listen to them and their families — those for whose benefit the foundation’s grant dollars are ultimately intended.

The staff’s most recent engagement strategy looked at a way of solving problems and designing solutions for people that puts those people at the focal point of the process: human-centered design. For the Tower Foundation, …

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

The Foundation Review

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

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

Assessing Change And Deepening Impact In Early Learning Systems: The Formal-System Self-Assessment Tool, Erika Takada, Clare Nolan, Meera Mani

The Foundation Review

The David and Lucile Packard Foundation is investing in a 10-year strategy, Starting Smart and Strong, that partners with three California communities to develop and test solutions to support parents, caregivers, and educators as they prepare children to be ready for school. Central to this strategy are community efforts to create comprehensive early learning systems that model quality teaching practices, secure and ensure adequate distribution of resources, and have capacity to improve, innovate, and scale.

One of the challenges in systems evaluation is identifying meaningful indicators of interim progress toward longer-term change. From the start, the evaluation has been learning …

Participatory Grantmaking: A Test Of Rubric Scoring Versus Popular Voting Selection In A Blinded Grantmaking Process, Oktawia Wojcik, Lesleigh Ford, Keely Hanson, Claire Boyd, Shena Ashley

The Foundation Review

Because small, community-based organizations play a critical role in delivering services and expressing diverse community values, it is important to find ways to minimize disparities in their access to philanthropic resources. Participatory grantmaking is widely viewed as a practice with good potential to mitigate this tendency.

This article addresses the design of this approach to grantmaking and, specifically, whether changing the decision-making process in addition to changing the decisionmakers has an effect on how grants are allocated. It examines the design of two grant review processes — one based on popular voting, the other a more traditional rubric approach — …

Executive Summaries

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

Full Issue

The Foundation Review

No abstract provided.

Archiving Forward And Backward: Two Perspectives On Capturing The Impact Of Limited-Life Foundations, Lori Eaton, Phoebe Kowalewski

The Foundation Review

Foundations that document their knowledge through an archives are creating a rich legacy of information. Archives preserve and provide access to the raw data that allow researchers to study and analyze grantmaking and its impact on people and communities.

Limited-life foundations may have an even greater incentive to capture their work in an archives: Once they close their doors, much institutional knowledge is lost. By examining two specific cases — the Ralph C. Wilson, Jr. Foundation, which began planning for its archives early it its work, and the Atlantic Philanthropies, which began the process later — this article discusses what …

Collaborating Within To Support Systems Change: The Need For — And Limits Of — Cross-Team Grantmaking, Chris M. Kabel, Anna Cruz, Annjanette Rosga, Theresa Esparrago Lieu, Natalie Blackmur

The Foundation Review

To be responsive to the many facets of communities’ challenges and solutions, the Kresge Foundation works intentionally at the intersections of its seven grantmaking areas. One way it fulfills this intention is by awarding cross-team grants, which involve financial and intellectual contributions from multiple Kresge programs in order to enable cross-sector, multidisciplinary work among grantees.

As Kresge’s cross-team practice has grown and the field has increasingly expressed interest in cross-sector approaches to addressing long-standing challenges, Kresge partnered with the strategic learning firm Informing Change to explore how this approach to grantmaking and greater degree of internal collaboration is working from …

Sustainable Development Goals: Exploring A Foundation’S Contribution Through Text Analysis, Filippo Candela, Marco Demarie, Paolo Mulassano

The Foundation Review

Compagnia di San Paolo, an Italian grantmaking foundation, conducted a text analysis using a set of keywords extracted from grantees’ project descriptions to measure how successfully its work aligned with the United Nations’ 17 Sustainable Development Goals, and to identify interrelationships among the goals themselves.

This article describes the foundation’s research methods and shares the results of its analysis, which found significant contributions to the goals in a number of areas funded by the Compagnia and less alignment in others. The analysis is particularly noteworthy in its identification of an unintentional pattern of convergence between the foundation’s activities and the …

Back Matter

The Foundation Review

No abstract provided.

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

Front Matter

The Foundation Review

No abstract provided.

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

The Cultivation Approach To Place-Based Philanthropy: Evaluation Findings From The Clinton Foundation’S Community Health Transformation Initiative, Douglas Easterling, Sabina Gesell, Laura Mcduffee, Whitney Davis, Tanha Patel

The Foundation Review

Cultivation is a decentralized approach to place-based philanthropy where the foundation seeks to activate local stakeholders and assist them in translating their ideas into action. Rather than convening a strategic planning process, cultivation presumes that the seeds of high-payoff solutions are already circulating somewhere in the community. The foundation’s role is to support local stakeholders in developing and implementing their own ideas in ways that produce meaningful impacts.

This article describes the cultivation approaches taken by the Clinton Foundation, Kate B. Reynolds Charitable Trust, and The Colorado Health Foundation, and presents findings from an evaluation of the Clinton Foundation’s Community …

Back Matter

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

Moving Upstream: An Intersectoral Collaboration To Build Sustainable Planning Capacity In Rural And Appalachian Communities, Laura Milazzo, Holly Raffle, Matthew Courser

The Foundation Review

As part of an effort to address health inequities in Appalachian and rural Ohio, the state’s Department of Mental Health and Addiction Services developed an upstream intersectoral health innovation that specifically addressed the lack of infrastructure and other capacity issues that create barriers to obtaining federally funded prevention services among communities with the highest need for those services.

The department partnered with two nonprofit organizations and a university to create a performance-based, stepping-stone investment strategy that provided monetary awards to community organizations and included intensive, customized training and technical assistance that promoted capacity- building for data-driven strategic planning.

This article …

Can Coaching Help Community Partnerships Promote Health Equity, Community Engagement, And Policy, Systems, And Environmental Changes? Results From An Evaluation, Jung Y. Kim, Lisa Schottenfeld, Michael Cavanaugh

The Foundation Review

Foundations and other entities have increasingly funded coaching and technical assistance to support multisector community partnerships to promote health and health equity. However, much remains to be learned about how coaching can best support these partnerships.

As part of its efforts to build a culture in which everyone in the United States has a fair opportunity to be healthy, the Robert Wood Johnson Foundation partnered with the University of Wisconsin Population Health Institute to provide structured coaching to strengthen the capacities of community partnerships. The foundation contracted with Mathematica to evaluate the coaching program, focusing on whether it had an …

Capacity-Building Catalysts: A Qualitative Assessment Of Nonprofit Capacity Building By Community Foundations In Illinois, Benjamin Bingle

The Foundation Review

Community foundations have the potential to promote collaborative learning in a variety of ways as conveners, funders, and, in some instances, as nonprofit capacity builders. Yet little is known about what community foundations are doing to support capacity building. This article focuses specifically on nonprofit capacity building that is funded, organized, or led by community foundations in Illinois.

First, this article identifies the capacity-building efforts of those community foundations. Next, it summarizes results from a qualitative survey to share insights from leaders of the foundations that offer capacity-building opportunities. These data shed new light on our collective understanding of how …