Public Policy Commons^™

Philanthropic Archives And Legacy, Katherine Badertscher, Huitan Xu

The Foundation Review

This article details an environmental scan of publicly available sources and interviews to explore the landscape of archival work in philanthropy.

There is no single guidance appropriate across the spectrum of foundations and family philanthropies. Given foundation heterogeneity, records management and archiving require tailored approaches rather than a “one-size-fits-all” solution.

The authors theorize legacy as a form of capital, embodied in records, stories, and knowledge, and present a continuum of five strategies for archiving infrastructure.

Considering Barriers To Funding Fiscal Sponsorship: Insights From Sponsor And Project Leaders, Elliot M. Zettas, Todd L. Ely, Fredrik O. Andersson

The Foundation Review

This study explores barriers to funding fiscal sponsorship based on interviews with 68 leaders of sponsors and sponsored projects. Findings reveal that funders’ limited understanding and restrictive policies contribute to negative sentiment and reduced grant access for sponsored initiatives.

Despite fiscal sponsorship’s administrative efficiencies and mission-focused benefits, funders often perceive sponsored projects as less legitimate, misunderstand sponsor roles, and resist covering sponsor cost allocations when framed as fees. Structural complexities — such as shared EINs and geographic mismatches — further impede eligibility for funding.

This article concludes with actionable recommendations for funders and sponsors, including staff education, updated grant guidelines, …

Beyond Need: Exploring Readiness To Implement Change As A Predictor Of Nonprofit Capacity-Building Success, Bridget Y. Samuel

The Foundation Review

This mixed-methods exploratory study investigates whether organizational readiness to implement change predicts capacity-building success more reliably than the level of perceived need.

Using a six-factor readiness assessment measuring clear priorities, change management resources, time investment commitment, board engagement, systems infrastructure, and cash flow, data from 10 participating organizations reveal a significant correlation between readiness scores and early capacity-building outcomes.

The findings challenge three common field assumptions: that the greatest capacity-building need should drive selection, that capacity-building works uniformly across developmental stages, and that dysfunction can be addressed through “standard” capacity-building programming.

The Future Of Purpose-Driven Work: Evaluating A Case Study Of The Hybrid: Flexible Purpose Model At The Robert Wood Johnson Foundation, Jeff Williams, Melyssa Tsai O'Brien, Trish Abalo

The Foundation Review

This 15-month case study employed a comprehensive mixed-methods evaluation to document and assess the model across six key areas. Findings revealed the Hybrid: Flexible Purpose model preserved or improved grantmaking outcomes, enhanced staff well-being and autonomy, and expanded the diversity of the talent pool.

Challenges emerged regarding sustaining the organizational culture, fostering cross-team and informal relationships, and ensuring consistent policy implementation across teams, particularly in finding the optimal balance between stated goals and actual experiences during mandatory in-person gatherings.

Findings also documented a “hybrid coordination tax,” i.e., additional effort required to manage mixed in-person and virtual meetings and schedules.

These …

Tfr 18.1 Full Issue

The Foundation Review

No abstract provided.

Using Ai To Redirect Donor Support To Smaller Organizations, Madeleine Alegria, Brandolon Barnett

The Foundation Review

Despite rising interest in supporting local causes, many donors continue to give to large, nationally recognized nonprofits. This reflects ongoing structural barriers such as limited nonprofit visibility, decision fatigue, and search environments that prioritize brand familiarity.

At the same time, small-dollar giving has declined for three consecutive years, highlighting the need for more transparent, accessible, and trustworthy tools to support donor decision-making (Childress, 2024; Lilly Family School of Philanthropy, 2023).

In a 2024 evaluation study, 291 U.S. donors were randomly assigned to use either the Giving Compass Guide to Good platform or general internet tools to select a new nonprofit …

Moving Beyond Words To Action: A Practitioner’S Playbook For Achieving Collaboration Success, Tessa Lesage, Jonathan L. Romine, Jane Wei Skillern

The Foundation Review

This article argues that foundations must shift from acting as grantmakers alone to becoming active stewards of cross-sector collaborative networks.

Drawing from more than two decades of field experience and research each, the authors outline a framework for moving from collaborative rhetoric to action, identifying four essential and interconnected actions: fueling trust, elevating purpose, nurturing networks, and strengthening stewardship.

Through case examples, the article illustrates how authentic, trust-based relationships, shared goals, and relational network leadership can drive scalable, sustainable impact.

The article offers both a compelling critique of traditional philanthropic approaches and a strategic road map for how foundations can …

Beyond The Check: Lessons In Trust, Support, And Structure For Flexible Well-Being Grants, Martena Reed, Jennifer Marsack, Chelsey Hurt, Gladys Hairston, Karla Mendez, Tejaswini Vemuganti, Valerie Stewart, Cindy Alvarado

The Foundation Review

This article draws on a developmental evaluation of the Blue Cross and Blue Shield of North Carolina Foundation’s Well-Being Grants, which awarded over 100 small, flexible grants to support nonprofit staff and organizational well-being. Using surveys, interviews, focus groups, and document review, authors examined how organizations defined well-being, how they used the funds, and what factors shaped their choices.

Findings show that, while grantees valued flexibility, many relied on familiar approaches such as retreats, stipends, and team building. Long-standing compliance norms engendered caution about experimentation, even when funders encouraged it.

The authors argue that funders must pair flexible dollars with …

Executive Summaries

The Foundation Review

No abstract provided.

Editorial, Julia Coffman

The Foundation Review

No abstract provided.

Tfr 17.3 Full Issue

The Foundation Review

No abstract provided.

Front And Back Matter

The Foundation Review

No abstract provided.

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 …

Archetypes Of Ai Adoption: A Snapshot In Time Of Philanthropic Practice, Grace Lyn Higdon, Linda Raftree

The Foundation Review

The authors identified four archetypes describing philanthropic funders’ approach to AI: The Curious, The Doers, The Dreamers, The Skeptics.

The authors did not find major differences found across foundations based on their geographic location, though there were differences found based on their mission and values. Feminist and social justice funders in the Global South demonstrated more skepticism than others.

Even in seemingly benign or straightforward applications, AI systems demonstrate unpredictable behavior, leading to most foundations proceeding with caution.

The rapid pace of AI has meant that formal AI policies are rare, though foundations align on some common “red lines” that …

Case Study: Using Ai To Design More Effective, Efficient, And Equity Focused Grant Application Review Processes, Emily Yu, Bryan Speelman

The Foundation Review

Grants fuel millions of organizations and advance social innovation across sectors. In the United States, foundations and corporations respectively awarded $103.5B and $36.5B to nonprofits in 2023 alone (Childress, 2024; Lilly Family School of Philanthropy, 2024).

By extension, grant applications play a critical role in how grant recipients are identified and selected. While many funders are eager for more streamlined and equitable processes to review grant applications, the process remains primarily a manual and time consuming one (Hewlett Foundation, 2021). These factors leave some funders implementing grant application processes potentially at odds with their impact goals. Examples include restricting who …

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 …

The Ai Contributor: A New Thought Partner In Systems Change, Jewlya Lynn, Rachel Reichenbach

The Foundation Review

Many foundations are making long-term commitments to advancing systemic change, continually adapting and refining their approaches along the way. An emerging and often underutilized tool in their systems change toolkit is generative artificial intelligence (AI).

AI is enhancing practices across philanthropy, often focused on increasing efficiencies and scaling or streamlining human tasks. What if we instead focus on what AI can do that is distinctly different from what a human can offer? In the world of systemic change, we continue to struggle with the complexity and intractability of systems and finding moments when systems can be shifted. AI can be …

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.

Base Building Evaluation: Three Opportunities To Improve Its Use And Relevance, Katie Fox, Margaret A. Post

The Foundation Review

The concept of base building comes from the traditions of electoral and labor organizing, where organizers focus on drawing leadership from a specific constituency or geography. Base building is foundational to organizing efforts. It involves the recruitment, training, and leadership development of people who are often most directly impacted by the issues and causes that organizing focuses on.

In recent years, base building has seen increased interest and investment from the philanthropic sector as funders recognize base building as critical to community-led change. As funders expand their investment in base building, they increasingly seek information and data about base building …

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 …

Philanthropy As Risk Capital: Shaping Trust And Learning At The Speed Of Ai, Nina Sabarre, Clara Bennett, Laura Chavez-Varela

The Foundation Review

As artificial intelligence rapidly reshapes society, philanthropy is increasingly called to act as "risk capital" for the public good. But risk alone is not enough. Without rigorous, field-wide learning, philanthropy's bold bets may remain isolated and short-sighted, failing to catalyze the systemic change this moment demands.

This article draws on three sources of learning at Omidyar Network—an evaluation of The Tech We Want initiative, external strategy consultations with 29 stakeholders, and early learnings from a generative AI portfolio—to identify how philanthropy can uniquely "de-risk" AI innovation for collective benefit.

Through trust-based partnerships, ecosystem infrastructure support, and narrative change, these learning …

Centering Community Voice In Strategic Design: The Build Health Challenge Model, Melissa Monbouquette, Jessica Mulcahy

The Foundation Review

It is commonplace today for philanthropies to require grantee partners to have a community engagement strategy to ensure that the institution reflects the community that it serves. It is also incumbent on foundations to embrace the same intent. Alongside participatory practices, listening is an opportunity to level the power dynamics inherent to philanthropic practice.

The BUILD Health Challenge® (BUILD) is an innovative funder collaborative designed to support local cross-sector action to address the root cause of health inequities. Established in 2015, BUILD supports participants from across the U.S. to engage in partnerships including residents, community-based organizations, health departments, and health …

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 …

Front And Back Matter

The Foundation Review

No abstract provided.

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, …

Funder Listening To Shift Power: Definitions And Context, Melinda Tuan, Rick Moyers, Gita Gulati-Partee

The Foundation Review

Listening in the context of philanthropy is a common colloquial term that can have many definitions, ranging from everyday conversations that inform foundation work to more formal opportunities for community engagement. Most foundations say they listen, but all forms of listening are not equally beneficial, and listening alone does not inherently advance equity. Listening, done poorly, can be performative and extractive. Listening well, in ways that advance equity, is done in partnership, requires a response from the listener to acknowledge what’s been heard and what will be done as a result, and ultimately shifts power to the community.

Fund for …

A New Opportunity For Funder-Nonprofit Partnership: Advancing Shared Listening Efforts To Learn From Community, Valerie Threlfall

The Foundation Review

Funders lack scalable tools and processes for advancing their community listening efforts. As foundations explore this work, there is an opportunity to leverage the nonprofit sector’s experience in listening and to partner more actively with grantees to learn from community.

Nonprofits have embraced community listening more rapidly than funders over the past 10 years. Over 40,000 organizations have affirmatively described their listening practices via How We Listen, a feedback self-assessment that is part of Candid and Charity Navigator’s nonprofit profiles, and approximately 1,400 organizations have participated in Listen4Good’s capacity-building programs. This momentum has enabled the development of tools such as …

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, …

Executive Summaries

The Foundation Review

No abstract provided.