New Video Series and Campaign Calling for Your Philanthropy Lessons

By Henry Berman, Exponent Philanthropy

Unlike in any other business, our fellow funders in this business of philanthropy are not our competitors. They’re our colleagues, mentors, confidantes, champions, and friends. And we need one another to maximize our collective impact.

Today, made possible by the candid sharing of some of our industry’s most inspiring funders and their sage grantee partners, we are pleased to announce a new 9-part “Philanthropy Lessons” video series produced by Exponent Philanthropy, funded by the Fund for Shared Insight, and released in partnership with The Chronicle of Philanthropy.

In each video, funders and their grantees share lessons learned throughout their careers—words of wisdom they have gained along the way. By sharing openly and honestly, they offer ways for each of us to be even more efficient and effective in creating the change we want to see in the world. Their openness also serves as a model we can follow in sharing our own lessons learned.

The corresponding campaign calls for you to share your most important philanthropy lessons. I encourage you to share your philanthropy lesson online or on social media using hashtag #MyPhilLesson.

Today, we release two videos in the series. Others will be released monthly through June. Please share the videos widely, then take a few minutes to share your most valuable philanthropy lesson on each video theme.

Continue reading →

Throw Off the Shackles – You Do Have Enough

By Sara Beggs, ASF

In a world in which philanthropy battles some of society’s greatest ills, we’re tempted to adopt a scarcity mindset—not enough money, not enough time, not enough staff. And the corollary: there are certainly not enough resources for learning and evaluation!

It’s time to throw off the shackles of this mindset and instead think of what you can do.

Do your best to learn, and be satisfied even if your approach is small and piecemeal. John Bare of the Arthur M. Blank Foundation and formerly a Knight Foundation evaluation staffer once told me: “No one does textbook evaluation. Just do what you can with the resources you have.” Funders with few or no staff rarely have the resources to take on exhaustive evaluation efforts, but that doesn’t mean learning has to go by the wayside.

Continue reading →

Testing Our Intentions Against Our Outcomes: And Then, What’s Next?

By Suzanne Skees, Skees Family Foundation

Skees Family Foundation launched in 2004, began grantmaking in 2005, and truly “went public” with a website in 2011. Now, sitting exposed—with our tiny finances, grantee lists, and heartfelt stories posted for all to see—keeps us honest. Our tax returns show we’ve funded some of the most innovative yet practical programs in the U.S., working here and abroad to extend education, jobs, health, and peace. They also show our learning curve shift from throwing dollars at causes to investing in systems change.

Poonam's family jumped from one to three meals a day when she got her new—permanent—job with Upaya Social Ventures, a nonprofit that creates employment for India's ultra-poor women, (c) Upaya Social Ventures

Poonam’s family jumped from one to three meals a day when she got her new—permanent—job with Upaya Social Ventures, a nonprofit that creates employment for India’s ultra-poor women, (c) Upaya Social Ventures

We’ve made some audacious claims on our website:

  • Intention matters;
  • We can make a difference with a microloan, a scholarship, a check, or an hour; and
  • Every small act of care ripples out far beyond what we can see. 

Yet this remains an inequitable world, where our family got a chance at college and paychecks while 100 million global students lack funding for tertiary school and some countries experience as high as 77% unemployment rates.

So this year, we hired a smart, objective, data-digging firm, Third Plateau Social Impact Strategies, to conduct an impact study, to test our intentions against outcomes.

Continue reading →

Impact Takes Intentionality

By Sara Beggs, ASF

Over the past 5 years, 70 committed ASF members have explored the path to impact in small-staff philanthropy and worked to make impact more accessible to funders. We’re delighted to share some of the Impact Working Group’s insights in this and future posts, and in a section of ASF’s website dedicated to achieving impact.

Are you achieving the results you intend from your investments of dollars and time? Are you applying a key ingredient: intentionality?

Intentional funders are thoughtful and purposeful. They know that achieving impact takes knowledge, planning, tough choices, good relationships, and often more than money.

Continue reading →

Continual Learning Through Intention and Evaluation

By Colleen O’Keefe, Sauer Children’s Renew Foundation

Colleen O'KeefeOriginally posted in Giving Forum, Minnesota Council on Foundations’  free, quarterly newspaper. Sauer Children’s Renew Foundation, a member of MCF and Exponent Philanthropy, is committed to improving the lives of disadvantaged children and their families. 

The Sauer Children’s Renew Foundation is a small family foundation with a mission to improve the lives of disadvantaged children and families in Minnesota. As much as we would like to solve all of the complex issues facing this population, we have had to accept our limited capacity.

And acceptance has helped us realize that to make a real difference in the community, focus and evaluation must be embedded throughout our grant process.

Indicators of Success

As a first step in our grant process, we review our priorities and discuss our indicators of success. We ensure that our indicators remain relevant to community needs, make sense for us, are within our control and are measurable.

We do this by creating “if, then” statements to focus our efforts. For example, if we create or enhance children’s programming in family-supportive housing programs, then children can stay on track developmentally while their parents are working to stabilize their lives.

We want our idea of success to directly address a community need and be attainable for our organization.

Intentional Grant Review

We check each letter of inquiry against our mission, priorities and indicators of success to see if it is a good fit for our foundation. We look specifically at the intended outcomes of the proposed grant to see if they align with our success indicators.

If we find alignment, we ask for a grant proposal with additional specifics, and we look more deeply at the organization – checking nonprofit status, financial health and whether the organization has the capacity to do the proposed work. We track:

  • Population served
  • Purpose and importance of the grant
  • Intended outcomes of the project or program
  • Strategies to achieve the intended outcomes
  • Evaluation tools for assessing outcomes
  • Assumptions or beliefs embedded in the information

Assumptions are important. We look at what strategies and evaluation are assumed necessary to achieve the desired outcomes. We make sure they are logical, looking for direct connections between the purpose, strategies, intended outcomes and evaluation. For example, if an after-school program aims to improve reading aptitude, we look for activities that develop reading and for measures of reading progress.

When we’re almost certain we want to proceed with a grant, we do a site visit to meet staff, view the physical space and, when possible, watch the programs in action. We ask questions and learn as much as we can about the organization and its work, but by this point in the grantmaking process, we’ve already done much of our initial assessment.

Follow-up Assessment

Sixty days after a grant ends, we receive a final report from each of our grantees. We take information contained in the report, compare it directly to the information we tracked during the review process, and we summarize two important take-aways: outcomes achieved and lessons learned.

As the Sauer family and I discuss grants, we believe it is important to document lessons learned, including insights from our grantees and other knowledge gained in the process. This way, we are growing as we continue our work.

For-profit companies evaluate their success against the bottom line. As a small family foundation, we measure the difference our grants make in our community by naming indicators of success within our control. What we achieve is based on our mission, vision and goals, and on finding the best partners to help us succeed. It is a continual learning process with focus and evaluation at its core.

Related resources

 

New Board Self-Assessment Tool for Small Foundations

stethoscope

Has your foundation had a routine physical lately?

By Ruth Masterson, Exponent Philanthropy

I think small foundation boards know more than sometimes they think they do. I’m not talking about individual trustees. Instead, I’m talking about the knowledge that the board holds collectively about what they as a group do well and what they don’t do well. This knowledge is often unacknowledged or difficult to name, a situation that creates an obvious barrier to improving the work of the foundation.

Practical Board Self-Assessment

Practical Board Self-Assessment, from Exponent Philanthropy

Board self-assessments are a way to get at that knowledge. A board self-assessment done well will result in this knowledge written down in black and white, will create a practical map to move the board forward, will heartily applaud what the board does well, and will ease tension and open doors to move forward in areas that a board needs to work on.

When should a foundation board tackle a self-assessment? When I interviewed Judy Healey, a consultant in California, she explained it well. She said that there are essentially two reasons to get started on a self-assessment: “First, if the board is already doing a good job and just wants to do better; this is a common and great reason for self-assessment. A second good reason is if there are major problems. The assessment won’t fix the problems, but it’s a start. It’s a process that will give the board some important information to help it move forward.” Continue reading →

The Need to Know What Works

By Elaine Gast Fawcett, on behalf of ASF

Elaine GastSmall-staffed foundations have caught the What Works fever. They want to know what works in their grantmaking in order to have the most impact. After all, the more foundations can show how their own grants are making a difference, the more value they can bring to their communities.

To find out what works, foundations look to evaluation. But in small-staffed foundations, who has the time for evaluation? And among those who do evaluation, how much of the data gathered is actually meaningful or valuable?

According to John Bare of the Arthur M. Blank Family Foundation in Atlanta, the What Works fever (he calls it a movement) evolved from the notion that we can use science to cure social problems. In his example: Just as water boils at a certain temperature, we can apply certain factors to all small towns that will eliminate teen pregnancy.

If only it were that easy. Continue reading →

How to Know You Made a Difference: Grant Impact Reports

By Dr. Paul T. Penley, Intelligent Philanthropy

Is my giving really making a difference? That is a question that haunts every giver. Every day individuals and foundations make decisions about where to give. Over a million active U.S. charities provide endless opportunities to support big visions and passionate leaders. The difficult task for those of us screening opportunities is how to know who is really making a difference.

The task should be easy. Charities should be measuring their performance and reporting the results. All of us who issue grants at foundations should have no more difficult a task than reading grant impact reports from previous gifts. But it’s not that simple. The quality and clarity of grant reporting is all over the map. So what do you do to raise the bar for grantee reports? Here are a few things we learned. Continue reading →

Beyond Administrative Costs: A Better Way to Judge a Charity

By Patricia Sinay, Community Investment Strategies 

As a program officer, I can remember the hours of sitting with our grants committee reviewing proposals. It seemed that we always spent a large amount of time reviewing each applicant’s budget and other financial information. How I would have loved to include Jack Shakely’s LA Times editorial, The Worst Way to Judge a Charity, in the committee’s orientation process. 

As Shakely explains, “Low administrative costs could indicate prudence and sound judgment at a charity, but they could just as easily indicate inadequate staffing, insufficient salaries or, shall we say, fudging.” His well thought-out arguments, I am sure, would have helped the grants committee members understand that the numbers do not tell the whole story.

Continue reading →

Strategy and Measurement: Big Opportunities for Small Foundations

By Cheryl Taylor, Foellinger Foundation

Are you like me? I cringe when people use the terms strategy or strategic in so many different contexts that the terms lose nearly all meaning.

Strategy without measurement is meaningless, and measurement of a misguided strategy is equally meaningless. Strategy and measurement are inseparable if a small foundation hopes to achieve its mission.

That’s what the Foellinger Foundation discovered when it undertook a study of its own practices.

The results of this internal study have been published as a shared resource for small foundations. In Foundation Effectiveness: A Guide to Strategy and Evaluation, we don’t pretend to have the answers, just some experiences that might be of some value to small foundations wishing to uncover their own ways to enhance their strategies—and their effectiveness. Continue reading →