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Philanthropy Annual
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Reports on Philanthropy and Voluntarism

Report to the Community 2009
Cleveland Foundation

Published: November 2004

Contains mission statement, board chair and president's letter, president's report, program information, grantee profiles, grant highlights, lists of new gifts and funds, financial summary, and lists of board members and staff.


Funder(s): Cleveland Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (44 pages; 1.78MB; HTML)

2008 Annual Report
Atlantic Philanthropies

Published: 2009

Contains chairman's message, president's message, note on the foundation's approach to social justice grantmaking, program information, grantee profiles, grants summary and link to database, financial statements, and lists of board members and staff.


Funder(s): Atlantic Philanthropies
Subject(s): Philanthropy and Voluntarism; Aging; Children and Youth
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)

Foundations' Year-end Outlook for Giving and the Sector
Foundation Center

Lawrence, Steven
Published: November 2009

Presents findings from a September 2009 survey of foundations on the outlook for 2009 and 2010 giving compared with January 2009 estimates, effects on foundation operations, and the economic crisis' expected long-term impact on foundations and nonprofits.


Funder(s): Wallace Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Governance
Publication Type: Survey


PubHub Link (5 pages; 282KB; PDF)

2008 Annual Report: Trying Times, Trying Harder
Charles Stewart Mott Foundation

Published: 2009

Contains mission statement, president's message, a profile of the city of Flint, grantee profiles, program information, grants list and statistics, financial statements, and lists of board members and staff.


Funder(s): Charles Stewart Mott Foundation
Subject(s): Philanthropy and Voluntarism; Civil Society; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (86 pages; 5.89MB; HTML)

What Helps Leaders Grow: Highlights From the Fund for Leadership Advancement
James Irvine Foundation

Published: October 2009

Shares findings from an evaluation of the first twenty grantees of Irvine's initiative to cultivate nonprofit leaders' skills. Outlines the theory of change, strategies and grantee characteristics linked to success, outcomes, and areas for improvement.


Funder(s): James Irvine Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Governance
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (19 pages; 469KB; PDF)
BTW informing change Full Report

A Practical Guide for Engaging Stakeholders in Developing Evaluation Questions
Robert Wood Johnson Foundation

Preskill, Hallie; Nathalie Jones
Published: October 2009

Outlines the value of stakeholder engagement in evaluation processes and provides step-by-step guidance on identifying stakeholders; determining their roles, priorities, and motivations; and selecting an engagement strategy. Includes planning worksheets.


Funder(s): Robert Wood Johnson Foundation
Related Organization(s): FSG Social Impact Advisors
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Toolkit


PubHub Link (43 pages; 822KB; PDF)

Impact Philanthropy: Arts & Culture
Community Foundation of Greater Atlanta

Published: October 2009

Provides an overview of Atlanta area arts and cultural organizations; the role of the arts in education, youth engagement, community development, and support for underserved populations; and the foundation's support for the arts between 2005 and 2009.


Funder(s): Community Foundation for Greater Atlanta
Subject(s): Arts and Culture; Arts and Culture, Arts Education; Philanthropy and Voluntarism
Publication Type: Issue Brief


PubHub Link (4 pages; 1.20MB; PDF)

Benchmarking Diversity: A First Look at New York City Foundations and Nonprofits
Philanthropy New York; Foundation Center

McGill, Lawrence T.; Eugene D. Miller
Published: October 2009

Examines the diversity of the city's foundation and nonprofit staffs and the state of data collection on the populations served. Compares percentages of people of color among program officers, managerial and support staff, CEOs, and board members.


Funder(s): A.L. Mailman Family Foundation, Inc., Atlantic Philanthropies, Charles Stewart Mott Foundation, Jessie Smith Noyes Foundation, Nathan Cummings Foundation, New York Community Trust, Surdna Foundation, William T. Grant Foundation
Related Organization(s): Foundation Center
Subject(s): Philanthropy and Voluntarism; Minorities; Social Science
Publication Type: Research Report


PubHub Link (37 pages; 2.17MB; PDF)

Stories of Progress
David and Lucile Packard Foundation

Published: October 2009

Provides an overview of the foundation's programs in conservation and science, population, and children's issues. Includes history and grantee profiles and features the Lucile Packard Children's Hospital and the Monterey Bay Aquarium Research Institute.


Funder(s): David and Lucile Packard Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (28 pages; 5.68MB; PDF)

Philanthropy's Role in Creating a Connected America
Benton Foundation

Published: October 2009

Outlines how foundations can support capacity building and expanding broadband access to underserved communities by leveraging the federal Broadband Infrastructure and Broadband Technologies Opportunity Programs through matching grants and partnerships.


Funder(s): Benton Foundation
Related Organization(s): Council on Foundations, Grantmakers in Film + Electronic Media
Subject(s): Philanthropy and Voluntarism; Science/Technology; Public Affairs
Publication Type: Toolkit


PubHub Link (16 pages; 725KB; PDF)

California Counts! A Funders' Guide to the 2010 Census
Grantmakers Concerned With Immigrants and Refugees

Published: October 2009

Offers guidance on facilitating community-based campaigns to reach historically undercounted communities, including making targeted grants for coordination, outreach efforts, technical and questionnaire assistance, follow-up, and policy advocacy.


Funder(s): California Endowment, Evelyn & Walter Haas, Jr. Fund
Subject(s): Philanthropy and Voluntarism; Public Affairs; Social Science, Population/Demographic Studies
Publication Type: Toolkit


PubHub Link (23 pages; 1.75MB; PDF)

2008 Annual Report
Healthcare Georgia Foundation

Published: 2009

Contains mission statement, board chair and president's message, 2008 highlights, program information, grants list and summary, grant guidelines, financial statements, diversity policy, and lists of board members and staff.


Funder(s): Healthcare Georgia Foundation
Subject(s): Philanthropy and Voluntarism; Health; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (20 pages; 940KB; PDF)

Giving Hope and Dignity to the Poor: The Story of ProBono.Org
Atlantic Philanthropies

Lebert, Tom
Published: September 2009

Presents a case study of South Africa's first public interest law clearing house established to increase access to pro bono services of law firms and advocates. Outlines ProBono.Org's organization, strategies, and outcomes as well as emerging practices.


Funder(s): Atlantic Philanthropies
Subject(s): Philanthropy and Voluntarism; Civil and Human Rights; Civil and Human Rights, International
Publication Type: Case Study


PubHub Link (28 pages; 880KB; PDF)

Equity Advancing Equity: How Community Philanthropy Can Build Racial and Social Equity Through Mission Investing
Blueprint Research & Design; GPS Capital Partners

Bernholz, Lucy; Lisa Richter
Published: September 2009

Provides guidance on mission investing as a means for community foundations to protect local assets and build long-term social equity by enhancing the community's business opportunities, home ownership, education, and wealth creation. Profiles examples.


Funder(s): Charles Stewart Mott Foundation, Ford Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Community Improvement/Development
Publication Type: Toolkit


PubHub Link (51 pages; 1.34MB; PDF)

Aiming for Excellence at the Wallace Foundation: Update
Center for Effective Philanthropy

Published: September 2009

Updates a 2008 case study on how the foundation has used survey findings to build on the strengths of its grantee relationships and identify and act upon areas in need of improvement. Presents late 2008 survey results showing "dramatic" improvements.


Funder(s): Wallace Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Survey


PubHub Link (16 pages; 270KB; PDF)

Weathering the Storm: The State of Corporate Citizenship in the United States 2009
Boston College Center for Corporate Citizenship

Published: September 2009

Presents results of a biennial survey of senior executives on support for various forms of corporate citizenship, challenges of integrating corporate citizenship into core business practices, effects of the recession, and partnerships to address issues.


Funder(s): Hitachi Foundation
Subject(s): Philanthropy and Voluntarism; Social Science; Social Entrepreneurship
Publication Type: Survey


PubHub Link (48 pages; 1.49MB; PDF)

2008 Annual Report
Ford Foundation

Published: 2009

Contains mission statement, president's message, board chair's message, information on nine core issue areas and new strategies for addressing them, Q&A, grants summary, financial statements, and list of board members and staff.


Funder(s): Ford Foundation
Subject(s): Philanthropy and Voluntarism; Civil Society; International Affairs/Development
Publication Type: Annual Report


PubHub Link (56 pages; 6.37MB; PDF)
Grants Database
HTML

50th Anniversary Report to the Community
Community Foundation of Greater Birmingham

Published: 2009

Contains president's message, program information, donor profiles, funds list, and grantee profiles.


Funder(s): Community Foundation of Greater Birmingham
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Human Services
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)

Examining the Challenges and Opportunities Facing Rural America
Council on Foundations

Published: August 2009

Summarizes priorities and next steps for rural philanthropy capacity building, economic development, energy and environment, and education, as well as other issues discussed at an August 2009 conference to draw up a strategic plan for rural philanthropy.


Funder(s): Arkansas Community Foundation, Clinton Presidential Center, Council on Foundations, National Rural Funders Collaborative, Winthrop Rockefeller Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Community Improvement/Development, Rural Development
Publication Type: Issue Brief


PubHub Link (8 pages; 3.36MB; PDF)

2008 Annual Report
McKnight Foundation

Published: 2009

Contains mission statement, program information, grant and project highlights, financial statements, and lists of board members and staff. An audited financial report and representative grants list are available via separate links.


Funder(s): McKnight Foundation
Subject(s): Philanthropy and Voluntarism; Children and Youth; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (6 pages; 366KB; PDF)
Audited Financial Report
Grants List

2009 Annual Report
James S. Kemper Foundation

Published: August 2009

Contains mission statement, letter from the president, program information, grant guidelines, profiles and lists of Kemper Scholars, grants list, and lists of board members and staff.


Funder(s): James S. Kemper Foundation
Subject(s): Philanthropy and Voluntarism; Higher Education; Arts and Culture
Publication Type: Annual Report


PubHub Link (33 pages; 538KB; PDF)

2008 Annual Report: Taking Root
Joyce Foundation

Published: 2009

Contains president's message, program information, grants list, financial statements, and lists of board members and staff.


Funder(s): Joyce Foundation
Subject(s): Philanthropy and Voluntarism; Education; Environment
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)

Online Tactics and Successes: An Examination of the Obama for America New Media Campaign
M+R Strategic Services

DiJulio, Sarah; Andrea Wood
Published: August 2009

Offers lessons learned from the 2008 Obama campaign on the effective use of various new media to organize volunteers, raise funds, and get out the vote. Examines the elements of success and supporting factors and identifies best practices for nonprofits.


Funder(s): Brainerd Foundation, Wilburforce Foundation
Subject(s): Philanthropy and Voluntarism; Science/Technology, Internet; Public Affairs
Publication Type: Best Practice


PubHub Link (45 pages; 504KB; PDF)

Medical Research Program 10th Anniversary Report
Doris Duke Charitable Foundation

Published: August 2009

Provides an overview of the program and highlights its support for clinical research to improve care and treatment, career development for physician-scientists, innovations in clinical research, and clinical research in Africa. Includes grantees lists.


Funder(s): Doris Duke Charitable Foundation
Subject(s): Medical Research; Health; Philanthropy and Voluntarism
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (56 pages; 1.04MB; PDF)

Innovating Toward Excellence: Education Entrepreneurs and the Transformation of Public Education
NewSchools Venture Fund

Published: August 2009

Summarizes discussions among education entrepreneurs, funders, policy makers, and experts at a May 2009 summit on innovations in ideas, processes, and products for reform. Includes a case study review of a successful turnaround of a failing school.


Funder(s): Annie E. Casey Foundation, Bill & Melinda Gates Foundation, California Community Foundation, Doris and Donald Fisher Fund
Subject(s): Elementary and Secondary Education; Elementary and Secondary Education, School Reform; Philanthropy and Voluntarism
Publication Type: Research Report


PubHub Link (32 pages; 1.23MB; PDF)

Engaging Audiences
Wallace Foundation

Sherwood, Kay E.
Published: August 2009

Summarizes discussion from an April 2009 conference on best practices for developing audiences for the arts in an economic downturn. Focuses on effective research, use of new media, collaboration within the arts sector, and bold, high-quality programming.


Funder(s): Wallace Foundation
Subject(s): Arts and Culture; Arts and Culture, Audience Development; Philanthropy and Voluntarism
Publication Type: Best Practice


PubHub Link (21 pages; 1.58MB; PDF)

2008 Annual Report
James Irvine Foundation

Published: 2009

Contains mission statement, president's message, program information, grants list, financial summary, financial statements, and lists of board members and staff.


Funder(s): James Irvine Foundation
Subject(s): Philanthropy and Voluntarism; Education; Arts and Culture
Publication Type: Annual Report


PubHub Link (59 pages; 837KB; PDF)

2008 Annual Report: Passions, Dreams & Vision
California Wellness Foundation

Published: 2009

Contains mission statement, message from the board chair and the president, feature on the foundation's leadership recognition awards, program information, grants list, financial statements, and lists of board members and staff.


Funder(s): California Wellness Foundation
Subject(s): Philanthropy and Voluntarism; Health; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (68 pages; 3.21MB; PDF)

Diversity in Action: Strategies With Impact
Rockefeller Philanthropy Advisors; Council on Foundations

Published: July 2009

Compiles essays by foundation executives and trustees on the impact of diversity and inclusiveness efforts, strategies, and lessons learned. Offers perspectives on community outreach and leadership training, board development, staffing, and grantmaking.


Funder(s): Charles Stewart Mott Foundation
Related Organization(s): Council on Foundations, Forum of Regional Associations of Grantmakers
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Minorities
Publication Type: Best Practice


PubHub Link (20 pages; 1.66MB; PDF)

Giving in Greater Kansas City: Summary of Charitable Contributions in 2007
Center on Philanthropy

Published: July 2009

Examines trends in charitable giving by individuals, foundations, corporations, and bequests to charities working in nine issue areas. Analyzes giving to local groups, average household giving, and giving by issue area compared with U.S. trends.


Funder(s): Bank of America, Civic Council of Greater Kansas City, DST Systems, Inc., Ewing Marion Kauffman Foundation, Greater Kansas City Community Foundation, H&R Block Foundation, Hall Family Foundation, Health Care Foundation of Greater Kansas City, Jeffrey Byrne & Associates, Inc., Kansas City Power & Light, REACH Healthcare Foundation, Sosland Foundation, Sunderland Foundation, UMB
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Volunteerism
Publication Type: Research Report


PubHub Link (96 pages; 2.55MB; PDF)

Breakthroughs in Shared Measurement and Social Impact
FSG Social Impact Advisors

Kramer, Mark; Marcie Parkhurst; Lalitha Vaidyanathan
Published: July 2009

Examines twenty shared approaches to performance, outcome, and impact measurement. Identifies elements of success and breakthroughs in shared measurement platforms, comparative performance systems, and adaptive learning systems. Includes case studies.


Funder(s): William and Flora Hewlett Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Performance/Failure Analysis
Publication Type: Best Practice


PubHub Link (57 pages; 4.58MB; PDF)

2008 Annual Report
Colorado Trust

Published: 2009

Contains message from the board chair and the president, program information, grantees list, grantee profiles, grant guidelines, financial statements, and lists of board members and staff.


Funder(s): Colorado Trust
Subject(s): Philanthropy and Voluntarism; Higher Education; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (48 pages; 18.98MB; PDF)

2008 Annual Report: Going for the Goal
Lumina Foundation for Education

Published: 2009

Contains board chair's message, president's message, financial highlights, summary of a new strategic plan, grant guidelines, grants list, and lists of current and 2008 board members and senior staff.


Funder(s): Lumina Foundation for Education
Subject(s): Philanthropy and Voluntarism; Education; Higher Education
Publication Type: Annual Report


PubHub Link (28 pages; 2.30MB; PDF)
FOLIO Link(28 pages; 2.30MB; PDF)

2008 Annual Report
Open Society Institute

Published: 2009

Contains president's message, feature stories on OSI's work with citizenship rights, financial information, and information on U.S. programs and international initiatives in justice and governance; public health; and education, information, and media.


Funder(s): Open Society Institute
Subject(s): Philanthropy and Voluntarism; Civil and Human Rights, International; Civil Society, Democratization
Publication Type: Annual Report


PubHub Link (100 pages; 4.00MB; PDF)

2008 Annual Report
Daniels Fund

Published: 2009

Contains board chair and president's message, 2008 highlights, program information, grants list, grantee profiles, financial summary, and list of board members.


Funder(s): Daniels Fund
Subject(s): Philanthropy and Voluntarism; Higher Education; Substance Abuse
Publication Type: Annual Report


PubHub Link (20 pages; 1.99MB; PDF)

Lumina Foundation's Strategic Plan: Goal 2025
Lumina Foundation for Education

Published: July 2009

Outlines critical outcomes and strategies for raising the percentage of Americans with high-quality postsecondary degrees and credentials to 60 percent by 2025. Describes Lumina's role as a catalyst for effective practice, public policy, and public will.


Funder(s): Lumina Foundation for Education
Subject(s): Higher Education; Higher Education, Access/Cost; Philanthropy and Voluntarism
Publication Type: Issue Brief


PubHub Link (16 pages; 2.20MB; PDF)
FOLIO Link(16 pages; 2.20MB; PDF)

2008 Annual Report
Walton Family Foundation

Published: 2009

Contains summaries of grants and program information in the foundation's areas of focus: K-12 education reform, the environment, the Delta region of Arkansas and Mississippi, and northwest Arkansas. Profiles key initiatives and success stories.


Funder(s): Walton Family Foundation
Subject(s): Philanthropy and Voluntarism; Elementary and Secondary Education, School Reform; Environment
Publication Type: Annual Report


PubHub Link (26 pages; 2.50MB; PDF)

2008 Annual Report
Seattle Foundation

Published: 2009

Contains mission statement, lists of donors and contributors, grantees, and fiscal sponsorships; program information; financial highlights; and lists of board members, staff, and committee members.


Funder(s): Seattle Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Education
Publication Type: Annual Report


PubHub Link (36 pages; 554KB; PDF)

Social Justice Grantmaking II: Highlights
Foundation Center

Published: July 2009

Summarizes findings on trends in and strategies for social justice philanthropy, with quantitative benchmarks and perspectives of leading funders and practitioners. Updates the 2005 report Social Justice Grantmaking: A Report on Foundation Trends.


Funder(s): Ford Foundation
Subject(s): Philanthropy and Voluntarism; Civil and Human Rights; Public Affairs
Publication Type: Issue Brief


PubHub Link (12 pages; 2.42MB; PDF)

2008 & 2007 Combined Financial Statements
Atlantic Philanthropies

Published: July 2009

Contains audited statements of the foundation's financial positions as of December 31, 2008, and December 31, 2007.


Funder(s): Atlantic Philanthropies
Subject(s): Philanthropy and Voluntarism; Aging; Children and Youth
Publication Type: Annual Report


PubHub Link (24 pages; 111KB; PDF)

Philanthropic Foundations: Growing Funders of the News
USC Center on Communication Leadership & Policy

Westphal, David
Published: July 2009

Updates April 2008 discussions on the role of foundations in supporting journalism, including creating journalism units within NGOs, collaborations with for-profit news organizations, and investment in local news sites and news and information nonprofits.


Funder(s): Annenberg Foundation
Subject(s): Journalism/Media; Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building
Publication Type: Issue Brief


PubHub Link (12 pages; 313 KB; PDF)

2008 Annual Report
William Penn Foundation

Published: 2009

Contains message from the corporation chair, the board chair, and the president; program information; articles on Penn's issue areas; mission statement; financial statements; grants list; and lists of corporation members, board members, and staff.


Funder(s): William Penn Foundation
Subject(s): Philanthropy and Voluntarism; Arts and Culture; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (52 pages; 2.27MB; PDF)
FOLIO Link(52 pages; 2.27MB; PDF)

2008 Annual Report
Home Depot Foundation

Published: 2009

Contains mission statement, 2008 highlights and awards, program information, grantee profiles, corporate donors list, and lists of board members, staff, and supplier advisory committee members.


Funder(s): Home Depot Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Community Improvement/Development, Affordable Housing
Publication Type: Annual Report


PubHub Link (24 pages; 2.37MB; PDF)

2008 Annual Report
Eugene and Agnes E. Meyer Foundation

Published: 2009

Contains profiles of three nonprofits, statement on Meyer's response to the effects of the economic downturn, grants list, financial statements, and lists of board members, officers, and staff.


Funder(s): Eugene and Agnes E. Meyer Foundation
Subject(s): Philanthropy and Voluntarism; Arts and Culture; Children and Youth
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)

The Strong Field Framework: A Guide and Toolkit for Funders and Nonprofits Committed to Large-Scale Impact
James Irvine Foundation

Published: June 2009

Offers a framework for field building — assessing a field's strengths and weaknesses and creating a critical mass of organizations and individuals with aligned goals. Includes a case study of the field of multiple pathways to high school graduation.


Funder(s): James Irvine Foundation
Related Organization(s): Bridgespan Group
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Elementary and Secondary Education
Publication Type: Toolkit


PubHub Link (16 pages; 411KB; PDF)

Assessing California's Multiple Pathways Field: Preparing Youth for Success in College and Career
James Irvine Foundation

Howard, Don; Patrick Wu
Published: June 2009

Assesses the state of the multiple pathways model of combining academics with career education and the field's shared identity, standards of practice, knowledge base, leadership and grassroots support, policy support, and funding. Makes recommendations.


Funder(s): James Irvine Foundation
Related Organization(s): Bridgespan Group
Subject(s): Elementary and Secondary Education; Elementary and Secondary Education, School Reform; Philanthropy and Voluntarism
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (58 pages; 2.12MB; PDF)

A New Generation of Social Change
Ford Foundation

Published: June 2009

Outlines the foundation's strategies for addressing social justice issues for the next generation, including access to education, economic fairness and opportunity, freedom of expression, natural resources and sustainable development, and human rights.


Funder(s): Ford Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Best Practice


PubHub Link (32 pages; 289KB; PDF)

2008 Annual Report
John D. and Catherine T. MacArthur Foundation

Published: 2009

Contains president's essay, program information, grants list, profiles of MacArthur Fellows, the year in review, financial summary, program budgets, investment summary, statement on fairness and security, and lists of board members and staff.


Funder(s): John D. and Catherine T. MacArthur Foundation
Subject(s): Philanthropy and Voluntarism; International Affairs/Development; Arts and Culture
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)

Washington-Area Nonprofit Operating Reserves
Urban Institute

Published: June 2009

Compares the operating reserves ratios of the Washington, D.C. area's locally focused charities in 2006 by the organizations' expenses, primary revenue source, and mission. Analyzes 2000-06 data to explore the effects of the post-9/11 economic downturn.


Funder(s): Eugene and Agnes E. Meyer Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Philanthropy and Voluntarism, Capacity Building
Publication Type: Issue Brief


PubHub Link (11 pages; 69KB; PDF)

How Public Is Private Philanthropy?: Separating Reality From Myth
Philanthropy Roundtable

Brody, Evelyn; John Tyler
Published: June 2009

Examines the legal authority of the claim that philanthropies should be regulated because their assets are public money, given that they have civic purposes and state charters and the charitable tax exemptions and deductions are government subsidies.


Funder(s): Searle Freedom Trust
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Public Affairs
Publication Type: Research Report


PubHub Link (92 pages; 857KB; PDF)

Accelerating Change for Women and Girls: The Role of Women's Funds
Foundation Center; Women's Funding Network

Published: June 2009

Summarizes trends in foundation grantmaking targeted to women by donor, recipient, geographic focus, and issue area, as well as the strategic focus and role of women's funds in increasing investment in women and girls as a way to effect social change.


Funder(s): Wallace Foundation
Related Organization(s): Women's Funding Network
Subject(s): Women; Philanthropy and Voluntarism; International Affairs/Development
Publication Type: Issue Brief


PubHub Link (4 pages; 468KB; PDF)

2008 Annual Report
Greater Milwaukee Foundation

Published: 2009

Contains mission statement; message from the board chair and the president; profiles of donors, grantees, and leaders; program and fund information; financial statements; grants list; and lists of partner foundations, board members, and staff.


Funder(s): Greater Milwaukee Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (36 pages; 1.57MB; PDF)

Forging Ahead: Early Lessons
Aspen Institute

Edgcomb, Elaine L.; Joyce A. Klein
Published: June 2009

Outlines outcomes and lessons of the Scale Academy for Microenterprise Development's operational grants, training, and technical support for microenterprise organizations. Examines grantees' progress in and strategies for expanding services sustainably.


Funder(s): Charles Stewart Mott Foundation, Citi Foundation
Related Organization(s): Association for Enterprise Opportunity, Microenterprise Fund for Innovation, Effectiveness, Learning and Dissemination (FIELD)
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Human Services
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (12 pages; 510KB; PDF)

2008 Annual Report
Nordson Corporation Foundation

Published: June 2009

Contains mission statement, foundation information, grants list, grant guidelines, list of employees volunteers, and lists of board members and staff.


Funder(s): Nordson Corporation Foundation
Subject(s): Philanthropy and Voluntarism; Education; Human Services
Publication Type: Annual Report


PubHub Link (10 pages; 409KB; PDF)
FOLIO Link(10 pages; 409KB; PDF)

2008 Annual Report
W. M. Keck Foundation

Published: 2009

Contains board chair's message, program highlights, grantee profiles, grants list, financial statements, and lists of board members and committee members.


Funder(s): W. M. Keck Foundation
Subject(s): Philanthropy and Voluntarism; Science/Technology; Medical Research
Publication Type: Annual Report


PubHub Link (36 pages; 738KB; PDF)

America's Giving Challenge: Assessment and Reflection Report
Case Foundation

Kanter, Beth; Allison H. Fine
Published: June 2009

Provides an overview of Case's 2007-08 online Giving Challenge and its impact on grassroots fundraising. Outlines the types of participating causes, charities, and donors; characteristics of successful efforts; lessons learned; and recommendations.


Funder(s): Case Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Volunteerism; Science/Technology, Internet
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (25 pages; 298KB; PDF)

Evaluation Kit for Trustees: Let's Consider Evaluation: A Self-Assessment Tool for Foundation Trustees
FSG Social Impact Advisors; James Irvine Foundation

Published: June 2009

Provides a survey for assessing individual trustees' and executives' views on evaluation — its purpose, method and objectives, and cost.


Funder(s): James Irvine Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Governance
Publication Type: Toolkit


PubHub Link (2 pages; 484KB; PDF)

Evaluation Kit for Trustees: Let's Discuss Evaluation: A Framework for Trustee Conversations
FSG Social Impact Advisors; James Irvine Foundation

Published: June 2009

Suggests discussion questions for formulating an evaluation strategy, including whether to evaluate individual grants or clusters, how rigorously or frequently to evaluate, to inform what decisions, with how much transparency, and at what cost.


Funder(s): James Irvine Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Governance
Publication Type: Toolkit


PubHub Link (6 pages; 498KB; PDF)

Evaluation Kit for Trustees: Let's Make Evaluation Work: A Planning Guide for Foundation Trustees
FSG Social Impact Advisors; James Irvine Foundation

Published: June 2009

Identifies obstacles to effective evaluation — trustees lack the time to discuss results, do not see results as actionable, find the format unhelpful, and do not see the value of evaluation. Outlines solutions from the field and suggests next steps.


Funder(s): James Irvine Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Governance
Publication Type: Toolkit


PubHub Link (5 pages; 493KB; PDF)

Strengthening Democracy, Increasing Opportunities: Impacts of Advocacy, Organizing, and Civic Engagement in North Carolina
National Committee for Responsive Philanthropy

Ranghelli, Lisa; Julia Craig
Published: June 2009

Analyzes by issue area the aggregate monetary benefit of advocacy and organizing efforts of thirteen organizations working with underrepresented groups, return on investment, and foundation funding. Explores non-quantifiable impacts and strategies.


Funder(s): Ford Foundation
Subject(s): Philanthropy and Voluntarism; Public Affairs; Human Services
Publication Type: Case Study


PubHub Link (64 pages; 744KB; PDF)

2008 Annual Report
Rockefeller Brothers Fund

Published: 2009

Contains message from the board chair and the president, a cover story and podcasts on "Democracy in Action," program information, grants list, financial statements, mission statement and fund information, and lists of board members and staff.


Funder(s): Rockefeller Brothers Fund
Subject(s): Philanthropy and Voluntarism; Public Affairs; International Affairs/Development
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)
FOLIO Link( pages; ; HTML)

Nonprofits in Rural America: Overcoming the Resource Gap
Bridgespan Group

Newstead, Barry; Patrick Wu
Published: June 2009

Examines the state of rural poverty; the financial capacity of rural, youth-serving nonprofits in New Mexico and California in comparison with urban nonprofits; the challenges they face in securing funding; and lessons for both nonprofits and foundations.


Funder(s): Atlantic Philanthropies
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Community Improvement/Development, Rural Development
Publication Type: Research Report


PubHub Link (23 pages; 101KB; PDF)

2008 Annual Report
Community Foundation for Northeast Michigan

Published: 2009

Contains mission statement; president's message; program information; funds list, grants list, and donors list (including for affiliate foundations); financial statements; and lists of board members, staff, and affiliate foundation board members.


Funder(s): Community Foundation for Northeast Michigan
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Children and Youth
Publication Type: Annual Report


PubHub Link (28 pages; 1.35MB; PDF)
FOLIO Link(28 pages; 1.35MB; PDF)

Leading Change Handbook: Concepts and Tools
Wallace Foundation

Spiro, Jody
Published: June 2009

Provides tools and step-by-step guidance for assessing and improving readiness for change processes, engaging stakeholders, planning early wins, reducing resistance, planning collaboratively, and bringing initiatives to scale and ensuring sustainability.


Funder(s): Wallace Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Governance
Publication Type: Toolkit


PubHub Link (35 pages; 233KB; PDF)

2008 Financial Statements
Henry Luce Foundation

Published: 2009

Contains 2008 financial statements.


Funder(s): Henry Luce Foundation
Subject(s): Philanthropy and Voluntarism; Education; International Affairs/Development
Publication Type: Annual Report


PubHub Link (18 pages; 745KB; PDF)

Communicating for Impact: Strategies for Grantmakers
GrantCraft

Published: June 2009

Offers guidance on integrating communications with program goals and grantee activities in order to maximize impact. Presents case studies, online tools and resources, and strategies for working with grantees, communications staff, and other foundations.


Funder(s): Ford Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Governance
Publication Type: Toolkit


PubHub Link (28 pages; 467KB; PDF)

Grantmaking That Lasts: Key Findings From the Evaluation of TCWF's Responsive Grantmaking Program
California Wellness Foundation

Harder, Paul; Kym Dorman; Melanie Estarziau
Published: June 2009

Summarizes an evaluation of TCWF's grantmaking between July 2001 and December 2006. Based on surveys and case studies, examines the grants' impact on TCWF's goals; impact on the grantee; long-term impact of grants; and grantees' experience with grants.


Funder(s): California Wellness Foundation
Related Organization(s): Harder+Company Community Research
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Capacity Building
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (24 pages; 979KB; PDF)

Meet the New Media Makers: A Toolkit for Innovators in Community Media and Grant Making
J-Lab

Published: June 2009

Provides guidance for foundations on funding or starting community journalism projects. Offers case studies, online resources with lessons learned about matching missions with media as well as the impact on communities, and a database of new media grants.


Funder(s): John S. and James L. Knight Foundation
Subject(s): Journalism/Media; Science/Technology, Internet; Philanthropy and Voluntarism
Publication Type: Toolkit


PubHub Link (28 pages; 1.22MB; PDF)

A Healthy Community: Strategies for Effective Giving
Seattle Foundation

Published: June 2009

Offers a guide to donors on strategies to maximize their support for nonprofits serving the Seattle region. Outlines trends in basic needs, environment, economy, education, arts and culture, community, and health. Profiles effective programs and donors.


Funder(s): Seattle Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Community Improvement/Development
Publication Type: Toolkit


PubHub Link ( pages; ; HTML)

2008 Annual Report
Bill & Melinda Gates Foundation

Published: 2009

Contains CEO's message; highlights of the foundation's global development, global health, and United States programs; financial statements; and grants summary.


Funder(s): Bill & Melinda Gates Foundation
Subject(s): Philanthropy and Voluntarism; Higher Education; International Affairs/Development
Publication Type: Annual Report


PubHub Link (23 pages; 3.82MB; PDF)

2008 Annual Report
New York Community Trust

Published: 2009

Contains message from the board chair and president, a feature on managing in difficult times, program information, grants list and guidelines, funds list and guidelines, donor profiles, financial statements, and lists of board members and staff.


Funder(s): New York Community Trust
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Education
Publication Type: Annual Report


PubHub Link (64 pages; 1.89MB; PDF)
FOLIO Link(64 pages; 1.89MB; PDF)

Doing Good Today and Better Tomorrow: A Roadmap to High Impact Philanthropy Through Outcome-Focused Grantmaking
William and Flora Hewlett Foundation

Published: June 2009

Describes Hewlett's experience with implementing the outcome-focused grantmaking (OFG) process in its environment program as a guide for identifying a portfolio of grants with maximum impact. Outlines trials and errors, recent innovations, and challenges.


Funder(s): William and Flora Hewlett Foundation
Related Organization(s): Redstone Strategy Group, LLC
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Performance/Failure Analysis
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (27 pages; 846KB; PDF)

2008 Annual Report
Bush Foundation

Published: 2009

Contains president's message, board chair's message, goals for the next decade, grants summary, lists of Bush Fellows, investment commentary, and lists of board members and staff.


Funder(s): Bush Foundation
Subject(s): Philanthropy and Voluntarism; Education; Human Services
Publication Type: Annual Report


PubHub Link (13 pages; 2.95MB; PDF)

2008 Annual Report
John A. Hartford Foundation

Published: 2009

Contains mission statement, board chair's message, a call for leadership in aging-related issues, program information and profiles, grants list, application guidelines, financial summary, and lists of board members and staff.


Funder(s): John A. Hartford Foundation
Subject(s): Philanthropy and Voluntarism; Medical Research; Aging
Publication Type: Annual Report


PubHub Link (83 pages; 8.21MB; PDF)

Foreclosure: How Can Philanthropy Help?
Annie E. Casey Foundation

Published: May 2009

Outlines Casey's support for efforts to place foreclosed properties into community land trusts, avoid eviction of renters, and mitigate foreclosures' effects. Lists other philanthropic options such as supporting research for solutions and direct services.


Funder(s): Annie E. Casey Foundation
Subject(s): Community Improvement/Development; Philanthropy and Voluntarism; Community Improvement/Development, Affordable Housing
Publication Type: Issue Brief


PubHub Link (5 pages; 35KB; PDF)

Helping Organizations Achieve Successful Leadership Transitions
Association of Small Foundations

Published: May 2009

Outlines issues nonprofits face during leadership transitions, and provides guidance for funders on supporting succession planning, executive transition management programs, interim executive directors, and leadership development for younger generations.


Funder(s): Annie E. Casey Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Governance
Publication Type: Toolkit


PubHub Link (5 pages; 56KB; PDF)

Ensuring Success for Young Children: Early Childhood Literacy
Association of Small Foundations

Published: May 2009

Outlines issues in early childhood literacy and provides a discussion guide for funders on strategies for supporting early childhood literacy programs, community engagement, and closing the reading proficiency gap among the disadvantaged and minorities.


Funder(s): Annie E. Casey Foundation
Subject(s): Children and Youth; Children and Youth, Early Childhood; Philanthropy and Voluntarism
Publication Type: Toolkit


PubHub Link (6 pages; 57KB; PDF)

Trends in Charitable Giving in North Carolina and the Research Triangle 1997-2006
North Carolina Gives; Urban Institute

De Vita, Carol J.; Petya Kehayova
Published: May 2009

Provides an overview of giving by average amount, as a percentage of adjusted gross income, and among the state's top earners, compared with national trends, with a focus on Chatham, Durham, Orange, and Wake counties. Includes county-by-county data.


Funder(s): North Carolina Community Foundation
Related Organization(s): Urban Institute
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Volunteerism; Community Improvement/Development
Publication Type: Research Report


PubHub Link (42 pages; 254KB; PDF)

Our Region's Future Funding: The Transfer of Wealth in San Diego County Over the Next 25 Years
San Diego Foundation

Published: May 2009

Estimates the growth in community endowments for each of the county's regions if 5 percent of the projected transfer of wealth could be captured in endowments, as well as the funds that would be available annually, assuming a 5 percent payout rate.


Funder(s): San Diego Foundation
Related Organization(s): Nebraska Community Foundation, RUPRI Center for Rural Entrepreneurship
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development
Publication Type: Issue Brief


PubHub Link (11 pages; 1.45MB; PDF)

2008 Annual Report
Wallace Foundation

Published: 2009

Contains board chair and president's message, mission statement, program information and highlights, recent publications list, financial overview, grants list, funding guidelines, and lists of directors and staff.


Funder(s): Wallace Foundation
Subject(s): Philanthropy and Voluntarism; Arts and Culture; Education
Publication Type: Annual Report


PubHub Link (43 pages; 3.96MB; PDF)

Passion & Purpose: Restructuring, Repositioning and Reinventing: Crisis in the Massachusetts Nonprofit Sector
Boston Foundation

Pradhan, Geeta; Barbara Hindley
Published: May 2009

Examines how the economic downturn has affected nonprofits in Massachusetts and nationwide and how they, funders, and stakeholders are reacting. Explores cash availability, cost-cutting measures, creative mergers, and potential impact of stimulus funding.


Funder(s): Boston Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Community Improvement/Development
Publication Type: Issue Brief


PubHub Link (11 pages; 6.67MB; PDF)

2008 Annual Report
Chicago Community Trust

Published: 2009

Contains mission statement, chair and president's message, program information, grants list, information on donor-advised grants and grants from funds, 2008 highlights, financial highlights, and lists of contributors, committee members, and staff.


Funder(s): Chicago Community Trust
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Education
Publication Type: Annual Report


PubHub Link (80 pages; 3.14MB; PDF)

Advancing Human Rights & International Justice
John D. and Catherine T. MacArthur Foundation

Published: May 2009

Highlights MacArthur's support for the international justice system, development of new norms, international human rights organizations, and groups in Mexico, Nigeria, and Russia. Lists grantees and describes the MacArthur Award for International Justice.


Funder(s): John D. and Catherine T. MacArthur Foundation
Subject(s): Philanthropy and Voluntarism; Civil and Human Rights; Civil and Human Rights, International
Publication Type: Issue Brief


PubHub Link (24 pages; 543KB; PDF)

Prisoner Reentry in Houston: Community Perspectives
Urban Institute

Brazzell, Diana; Nancy La Vigne
Published: May 2009

Outlines the views of community members, local government, and the nonprofit sector on housing, employment, substance abuse, and other issues of prisoner reentry; policies and practices that affect reentry; and the roles of the community and stakeholders.


Funder(s): Houston Endowment, Inc., JEHT Foundation, Robert Wood Johnson Foundation, Rockefeller Foundation, Texas Department of Criminal Justice
Subject(s): Community Improvement/Development; Philanthropy and Voluntarism; Public Affairs
Publication Type: Issue Brief


PubHub Link (8 pages; 179KB; PDF)

2008 Annual Report
J. Paul Getty Trust

Published: 2009

Contains board chair's message; president's message; information on the museum, research institute, conservation institute, and the foundation; grants highlights; grants list; publications list; lists of directors and staff; and financial statements.


Funder(s): J. Paul Getty Trust
Subject(s): Philanthropy and Voluntarism; Arts and Culture
Publication Type: Annual Report


PubHub Link (68 pages; 4.38MB; PDF)

2008 Annual Report
Public Welfare Foundation

Published: 2009

Contains president's message; grantee highlights in the areas of criminal and juvenile justice, health reform, and workers' rights; grants list; program and application guidelines; and lists of board members and staff.


Funder(s): Public Welfare Foundation
Subject(s): Philanthropy and Voluntarism; Health; Civil and Human Rights
Publication Type: Annual Report


PubHub Link (69 pages; 3.18MB; PDF)
FOLIO Link(69 pages; 3.18MB; PDF)

2008 Annual Report
Lynde and Harry Bradley Foundation, Inc.

Published: 2009

Contains foundation history, program information, profiles of Bradley Prize recipients, grants list, grant guidelines, financial statements, and lists of board members and staff.


Funder(s): Lynde and Harry Bradley Foundation, Inc.
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (41 pages; 1.45MB; PDF)

Giving While Living: The Beldon Fund Spend-Out Story
Beldon Fund

Carlson, Neil; Theodora Lurie
Published: May 2009

Provides insight into the challenges, advantages, and practical implications of a limited-life foundation. Offers strategies, advice, and lessons learned on how spending out affects program strategy, staffing, asset management, and grantee relations.


Funder(s): Beldon Fund
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (28 pages; 245KB; PDF)

2008 Annual Report
William T. Grant Foundation

Published: 2009

Contains president's letter, board chair's report, essays on the impact and relevance of the foundation's support for research, year in review, program information and highlights, grants list, and lists of reviewers, board members, and staff.


Funder(s): William T. Grant Foundation
Subject(s): Philanthropy and Voluntarism; Children and Youth
Publication Type: Annual Report


PubHub Link (52 pages; 1.18MB; PDF)

RHOPI Action Plan: Addressing the Foreclosure Crisis in the Chicago Metro Area
Chicago Community Trust; The Federal Reserve Bank of Chicago; Neighborhood Housing Services of Chicago

Published: May 2009

Provides a snapshot of the Chicago area's foreclosure crisis and outlines the Regional Home Ownership Preservation Initiative's (RHOPI) action plan for an integrated approach to mitigating its impact and preventing future foreclosures.


Funder(s): Chicago Community Trust, Federal Reserve Bank of Chicago, Neighborhood Housing Services of Chicago
Related Organization(s): Federal Reserve Bank of Chicago, Neighborhood Housing Services of Chicago
Subject(s): Community Improvement/Development; Community Improvement/Development, Affordable Housing; Philanthropy and Voluntarism
Publication Type: Toolkit


PubHub Link (32 pages; 286KB; PDF)

2008 Annual Report
Lilly Endowment, Inc.

Published: 2009

Contains board chair and president's message; program information; education and religion grantee profiles; grants list; grant guidelines; financial statements; and lists of board members and officers.


Funder(s): Lilly Endowment, Inc.
Subject(s): Philanthropy and Voluntarism; Education; Religion
Publication Type: Annual Report


PubHub Link (53 pages; 2.30MB; PDF)

2008 Annual Report
George Gund Foundation

Published: 2009

Contains president's letter, executive director's letter, photo essay, grants list, financial statements, program information, grant guidelines and application procedures, and lists of board members and staff.


Funder(s): George Gund Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Human Services
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)

2008 Annual Report: Getting to Change
DentaQuest Foundation

Published: May 2009

Contains board chair and president's message, program information, grants list, and lists of board members and staff.


Funder(s): DentaQuest Foundation
Subject(s): Philanthropy and Voluntarism; Health; Health, Dental Health
Publication Type: Annual Report


PubHub Link (12 pages; 1.03MB; PDF)

Foundation Diversity Policies & Practices Toolkit
California Endowment

Published: May 2009

Presents examples of innovative ways for foundations to enhance their engagement with issues of diversity, equity, and social justice through policy statements, governance and workforce, grantmaking, vendor and consultant contracting, and investments.


Funder(s): California Endowment
Related Organization(s): Social Policy Research Associates
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Minorities
Publication Type: Toolkit


PubHub Link (48 pages; 5.15MB; PDF)

Grantmaking in Chicago
John D. and Catherine T. MacArthur Foundation

Published: May 2009

Provides a summary of the foundation's thirty years of grantmaking in the Chicago area, its focus on community and economic development in low-income neighborhoods, and its support for education and the arts.


Funder(s): John D. and Catherine T. MacArthur Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Governance
Publication Type: Issue Brief


PubHub Link (3 pages; 446KB; PDF)

Evaluation Kit for Trustees: What's the Difference?: How Foundation Trustees View Evaluation
FSG Social Impact Advisors; James Irvine Foundation

Published: May 2009

Based on interviews, provides a snapshot of how foundation trustees perceive evaluations, what they expect them to accomplish, and what they can do to make them more effective. Lists FSG resources, including a self-assessment tool and a planning guide.


Funder(s): James Irvine Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Governance
Publication Type: Toolkit


PubHub Link (9 pages; 355KB; PDF)

Evaluation Kit for Trustees: Snapshots: How Foundation Trustees Use Evaluation
FSG Social Impact Advisors; James Irvine Foundation

Published: May 2009

Using case summaries from seven foundations, provides snapshots of the benefits of evaluation in planning a foundation's work, improving implementation, and tracking progress in order to maximize impact.


Funder(s): James Irvine Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Governance
Publication Type: Case Study


PubHub Link (5 pages; 300KB; PDF)

2008 Annual Report: The Road to Reform
Robert Wood Johnson Foundation

Published: 2009

Contains president's message, year in review, program information, statistical highlights, distribution of funds, and grants list.


Funder(s): Robert Wood Johnson Foundation
Subject(s): Philanthropy and Voluntarism; Health; Health, Healthcare Access/Reform
Publication Type: Annual Report


PubHub Link (120 pages; 3.81MB; PDF)

2008 Annual Report
Surdna Foundation

Published: 2009

Contains letters from the board chair and the president, program information, grants lists, financial summary, grant guidelines and application procedures, and lists of officers and staff.


Funder(s): Surdna Foundation
Subject(s): Philanthropy and Voluntarism; Environment; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (72 pages; 2.58MB; PDF)

Coordination of Care by Primary Care Practices: Strategies, Lessons and Implications
Center for Studying Health System Change

O'Malley, Ann S.; Genna R. Cohen; Matthew M. Davis; Nicole M. Kemper; Ann Tynan
Published: April 2009

Documents successful strategies for coordinating care within primary care settings, including family and caregivers; with specialists; with hospital settings; and with community-based services. Discusses challenges, lessons learned, and implications.


Funder(s): Robert Wood Johnson Foundation
Subject(s): Health; Health, Healthcare Access/Reform; Philanthropy and Voluntarism
Publication Type: Best Practice


PubHub Link (16 pages; 728KB; PDF)

Perpetuity or Limited Lifespan: How Do Family Foundations Decide?
Foundation Center; Council on Foundations

Renz, Loren; David Wolcheck
Published: April 2009

Presents findings on family foundations' choices to spend down or to exist in perpetuity and the factors involved, including foundation assets, age, and presence of a living founder. Explores potential effects of the economic crisis on lifespan planning.


Funder(s): Aspen Institute, Wallace Foundation
Related Organization(s): Association of Small Foundations, Council on Foundations
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance
Publication Type: Survey


PubHub Link (46 pages; 1.75MB; PDF)

Foundations Address the Impact of the Economic Crisis
Foundation Center

Lawrence, Steven
Published: April 2009

Based on a survey, analyzes 2009 foundation grantmaking strategies, including changes in the number and size of grants, number of grantees, capital grants, and geographic areas, as well as new and non-grantmaking support offered in response to the crisis.


Funder(s): Wallace Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Governance
Publication Type: Survey


PubHub Link (6 pages; 518KB; PDF)

Scaling What Works: Implications for Philanthropists, Policymakers, and Nonprofit Leaders
Edna McConnell Clark Foundation; Bridgespan Group

Roob, Nancy; Jeffrey L. Bradach
Published: April 2009

Offers insights into scaling nonprofit programs, including the need for rigorous impact analyses, more focused funding patterns, capacity building, and research and evaluation, as guidance for government investment and for partnerships with philanthropy.


Funder(s): Edna McConnell Clark Foundation
Related Organization(s): Bridgespan Group
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Public Affairs
Publication Type: Issue Brief


PubHub Link (6 pages; 200KB; PDF)

Population and Reproductive Health
John D. and Catherine T. MacArthur Foundation

Published: April 2009

Outlines the foundation's grantmaking strategies to reduce maternal mortality and morbidity and to advance youths' sexual and reproductive health and rights. Lists geographic priorities, types of programs and organizations supported, and sample grants.


Funder(s): John D. and Catherine T. MacArthur Foundation
Subject(s): Philanthropy and Voluntarism; Health; Health, Reproductive Health
Publication Type: Issue Brief


PubHub Link (8 pages; 643KB; PDF)

2008 Audited Financial Statements
William and Flora Hewlett Foundation

Published: 2009

Contains audited statements of the foundation's financial positions as of December 31, 2008, and December 31, 2007.


Funder(s): William and Flora Hewlett Foundation
Subject(s): Philanthropy and Voluntarism; Education; Environment
Publication Type: Annual Report


PubHub Link (21 pages; 127KB; PDF)

2008 Annual Performance Report
James Irvine Foundation

Published: April 2009

Analyzes Irvine's 2008 program impact — grantmaking, outcomes, and lessons learned and refinement — and institutional effectiveness — leadership, constituent feedback, and financial and organizational health. Summarizes evaluations.


Funder(s): James Irvine Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Performance/Failure Analysis
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (42 pages; 1.47KB; PDF)
Presentation
FOLIO Link(42 pages; 1.47KB; PDF)

Evaluation of Experience Corps: Student Reading Outcomes
Center for Social Development at Washington University in St. Louis

Published: June 2009

Analyzes the impact of Experience Corps tutoring on elementary school students' reading comprehension as measured by four tests. Considers factors such as gender, race/ethnicity, grade, classroom behavior, English proficiency, and special education needs.


Funder(s): Atlantic Philanthropies
Subject(s): Elementary and Secondary Education; Philanthropy and Voluntarism; Philanthropy and Voluntarism, Volunteerism
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (40 pages; 412KB; PDF)

The Nonprofit Quarterly Study on Nonprofit and Philanthropic Infrastructure
Nonprofit Quarterly

Published: April 2009

Examines trends in the nonprofit sector's support network and financing system and their capacity to address the impact of the financial crisis on small and midsize nonprofits, share organizational survival strategies, and connect them to resources.


Funder(s): Annie E. Casey Foundation, Bill & Melinda Gates Foundation, Charles Stewart Mott Foundation, Kresge Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Governance
Publication Type: Research Report


PubHub Link (72 pages; 1.44MB; PDF)

Involving Youth in the Arts Project: Phase II — Focus Groups on Next Generation Leadership
William and Flora Hewlett Foundation

Hessenius, Barry
Published: April 2009

As a follow-up on the 2007 report Involving Youth in Non Profit Arts Organization, offers findings and recommendations from arts organization administrators of various ages on bridging generational gaps and recruiting and retaining younger leaders.


Funder(s): William and Flora Hewlett Foundation
Subject(s): Arts and Culture; Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building
Publication Type: Annual Report


PubHub Link (86 pages; 1.30MB; PDF)

2009 Proxy Preview: Helping Foundations Align Investment and Mission
As You Sow

Published: March 2009

Provides a guide to proxy voting as a way for foundations to leverage assets to fulfill their missions by backing corporate social and environmental practices. Outlines trends in shareholder advocacy and types of proposals and previews 2009 proposals.


Funder(s): Educational Foundation of America, Foundation Partnership for Corporate Responsibility, Jessie Smith Noyes Foundation, Rockefeller Philanthropy Advisors, Singing Field Foundation, Inc.
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Social Entrepreneurship
Publication Type: Toolkit


PubHub Link (40 pages; 942KB; PDF)

Mexico Community Foundations: A Comprehensive Profile
Teamworks; Alternativas y Capacidades

Berger, Renée; Mònica Tapia Álvarez; Diana Bermúdez; Patricia Carrillo Collard
Published: March 2009

Provides an overview of Mexico's community foundations, their support system, and their role in developing local civil society, addressing economic development and educational needs, and bridging the public and private sectors. Makes recommendations.


Funder(s): Charles Stewart Mott Foundation, Ford Foundation, Global Fund for Community Foundations, Inter-American Foundation
Related Organization(s): Alternativas y Capacidades
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Community Improvement/Development
Publication Type: Research Report


PubHub Link (108 pages; 980KB; PDF)

For the Benefit of Our Workers: The Massachusetts Nonprofit Employee Benefit Study
Boston Foundation

Keating, Elizabeth
Published: March 2009

Analyzes survey results on the types and costs of benefits offered to employees of Massachusetts' large nonprofit institutions, small grassroots organizations, and safety-net organizations. Includes comparisons with those in other states.


Funder(s): Boston Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Social Science, Workforce/Labor Issues
Publication Type: Survey


PubHub Link (59 pages; 3.44MB; PDF)

The Quiet Crisis: The Impact of the Economic Downturn on the Nonprofit Sector
Civic Enterprises; Democratic Leadership Council

Bridgeland, John; Bruce Reed
Published: March 2009

Highlights the economic downturn's impact on nonprofits. Calls for passage of the Serve America Act and targeted incentives to encourage giving, a capital fund to enhance effectiveness and capacity, and a role for nonprofits in solving the housing crisis.


Funder(s): W.K. Kellogg Foundation
Related Organization(s): Democratic Leadership Council
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Volunteerism; Philanthropy and Voluntarism, Capacity Building
Publication Type: Issue Brief


PubHub Link (22 pages; 2.64MB; PDF)

The MacArthur Foundation in Nigeria: Report on Activities
John D. and Catherine T. MacArthur Foundation

Published: March 2009

Highlights the foundation's work to build the scientific research capacity of Nigerian universities, to reduce maternal mortality and improve sexual and reproductive health, and to advance human rights. Includes grantee profiles and selected grants list.


Funder(s): John D. and Catherine T. MacArthur Foundation
Subject(s): Philanthropy and Voluntarism; International Affairs/Development; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (20 pages; 830KB; PDF)

Making Change: How Social Movements Work and How to Support Them
Program for Environmental and Regional Equity

Pastor, Manuel; Rhonda Ortiz
Published: March 2009

Provides guidance for funders and activists on funding and sustaining a successful social movement. Details key elements of success, organizational capacities that need to be developed, areas for effective foundation investment, and issues to consider.


Funder(s): California Endowment
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Civil Society
Publication Type: Toolkit


PubHub Link (62 pages; 3.38MB; PDF)

The Latino Landscape: A Metro Chicago Guide and Nonprofit Directory
Chicago Community Trust; Center for Metropolitan Chicago Initiatives

Alejo, Berenice; Roger Knight
Published: March 2009

Provides an overview of the demographics and history of the diverse groups within the Chicago area's Latino/Hispanic community, with profiles of each group, and a directory of nonprofits led by or serving Latinos/Hispanics, including program areas.


Funder(s): Chicago Community Trust
Related Organization(s): Center for Metropolitan Chicago Initiatives
Subject(s): Minorities; Minorities, Hispanics/Latinos; Philanthropy and Voluntarism
Publication Type: Research Report


PubHub Link (46 pages; 6.00MB; PDF)

2008 Annual Report
Carnegie Corporation of New York

Published: 2009

Contains program summaries, grants lists, financial statements, administrative report, investment report, and lists of trustees and staff.


Funder(s): Carnegie Corporation of New York
Subject(s): Philanthropy and Voluntarism; Education; International Affairs/Development
Publication Type: Annual Report


PubHub Link (77 pages; 403KB; PDF)

New Financial Realities: The Response of Private Foundations
Commonwealth Fund

Craig, John E., Jr.
Published: March 2009

Reviews the causes of the 2008 financial crisis and its impact on private foundations, proposes a framework for analyzing the sector, offers lessons learned on endowment management, and examines the implications for spending plans and program strategies.


Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Research Report


PubHub Link (20 pages; 1.20MB; PDF)

2008 Annual Report
Skoll Foundation

Published: 2009

Contains mission statement, message from the board chair and the CEO, highlights of social entrepreneurship initiatives, selected grantee profiles, grants list, financial statements, and lists of board members and staff.


Funder(s): Skoll Foundation
Subject(s): Philanthropy and Voluntarism; Social Entrepreneurship; Science/Technology
Publication Type: Annual Report


PubHub Link (42 pages; 4.54MB; PDF)
FOLIO Link(42 pages; 4.54MB; PDF)

The Inland Empire Nonprofit Sector: A Growing Region Faces the Challenges of Capacity
James Irvine Foundation

Silverman, Carol; Arleda Martinez; Jamie Rogers
Published: March 2009

Provides an overview of nonprofits in California's Riverside and San Bernardino counties and the challenges of meeting the growing need for services. Suggestions include developing funding networks, expanding foundation capacity, and region-wide planning.


Funder(s): James Irvine Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Social Science
Publication Type: Research Report


PubHub Link (40 pages; 2.95MB; PDF)
FOLIO Link(40 pages; 2.95MB; PDF)

The Economy and Orange County Nonprofit Organizations
Orange County Funders Roundtable

Published: March 2009

Presents results of a survey of nonprofits in Orange County, California, on their outlook for 2009 revenue, changes to services and operations due to the economic downturn, actions leading to an increase or decrease in revenue, and survival strategies.


Funder(s): Orange County Funders Roundtable
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Governance
Publication Type: Survey


PubHub Link (10 pages; 307KB; PDF)

Advancing Good Governance: How Grantmakers Invest in the Governance of Nonprofit Organizations
BoardSource; FSG Social Impact Advisors

Hedge, Kathy K.; Lindsay Fox; Eva Nico
Published: March 2009

Explores how funders can help nonprofits strengthen their boards and governance in order to enhance performance and outcomes. Offers guidance on engaging with grantees, communities, and the field; benefits; challenges; key considerations; and first steps.


Funder(s): Evelyn & Walter Haas, Jr. Fund, W.K. Kellogg Foundation
Related Organization(s): FSG Social Impact Advisors
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Philanthropy and Voluntarism, Capacity Building
Publication Type: Best Practice


PubHub Link (48 pages; 1.28MB; PDF)

And the Winner Is...Capturing the Promise of Philanthropic Prizes
McKinsey & Company

Published: March 2009

Based on a literature review, surveys, interviews, and case studies, examines the factors behind the surge in philanthropic prizes. Offers a framework and promising practices for developing effective awards that create longer-term societal impact.


Funder(s): John Templeton Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building
Publication Type: Best Practice


PubHub Link (124 pages; 3.54MB; PDF)

The Organization-First Approach: How Programs Crowd Out Community
Harwood Institute for Public Innovation

Harwood, Richard C.; John A. Creighton
Published: March 2009

Examines advocacy, outreach, and funding organizations' approaches to community engagement; their views on deliberation with community leaders on issues, choices, and trade-offs; and barriers to more community-oriented and less inward-looking priorities.


Funder(s): Kettering Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Philanthropy and Voluntarism, Governance
Publication Type: Research Report


PubHub Link (24 pages; 342KB; PDF)

Taking Flight in Turbulent Times
Silicon Valley Community Foundation

Published: February 2009

Contains message from the board chair and the president, mission statement, program information, 2008 highlights, grants summary, and list of board members.


Funder(s): Silicon Valley Community Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (8 pages; 2.85MB; PDF)

Are Nonprofits Trustworthy?
Center on Philanthropy at Indiana University; Indiana University School of Public and Environmental Affairs

Grønbjerg, Kirsten A.
Published: February 2009

Presents findings from a survey of Indiana residents on whether they trust nonprofits and charities to do what is right, compared with governments and corporations. Examines who trusts which institutions and how trust in one affects trust in the others.


Funder(s): Central Indiana Community Foundation, Inc.
Related Organization(s): Indiana University School of Public and Environmental Affairs
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Social Science
Publication Type: Survey


PubHub Link (14 pages; 529KB; PDF)

2008 Annual Report
Burroughs Wellcome Fund

Published: 2009

Contains president's message, program information, grantee profiles, financial statements, grants list and guidelines, and lists of board members, advisory committee members, and staff.


Funder(s): Burroughs Wellcome Fund
Subject(s): Philanthropy and Voluntarism; Medical Research; Science/Technology
Publication Type: Annual Report


PubHub Link (57 pages; 2.91MB; PDF)

Organization Capacity Building/PONO Leadership Program: Key Findings and Recommendations
Hawaii Community Foundation; Teamworks

Published: February 2009

Presents results of an evaluation of the foundation's nonprofit capacity-building and leadership development programs. Outlines impact and goals achieved and summarizes grantees' comments. Includes recommendations for ensuring sustainability.


Funder(s): Hawaii Community Foundation
Related Organization(s): Teamworks
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (10 pages; 142KB; PDF)

Investing for Social and Environmental Impact
Monitor Institute

Published: February 2009

Provides an overview of impact investing and a guide to the challenge of developing it into a major source of the capital, talent, and creativity needed to address social and environmental issues. Includes recommendations and profiles of impact investors.


Funder(s): Annie E. Casey Foundation, JPMorgan Chase Foundation, Rockefeller Foundation, W.K. Kellogg Foundation
Subject(s): Social Entrepreneurship; Environment; Philanthropy and Voluntarism
Publication Type: Toolkit


PubHub Link (86 pages; 4.45MB; PDF)

Giving in Oregon Survey: 2007-2008 Update
Oregon Community Foundation

Published: February 2009

Presents findings from a survey of nonprofits on shifts in the demand for services and in the amounts and numbers of private, corporate, and individual donations. Examines trends by issue area and county served. Considers implications for 2009-10.


Funder(s): Oregon Community Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Volunteerism; Philanthropy and Voluntarism, Capacity Building
Publication Type: Survey


PubHub Link (7 pages; 141KB; PDF)

Giving by Foundations in the National Capital Region
Foundation Center

Published: February 2009

Examines the proportion of grantmaking by foundations in Washington, D.C., suburban Maryland, and northern Virginia targeted to area organizations with a local focus. Presents data by funder size and recipient location, regional focus, and issue area.


Funder(s): Eugene and Agnes E. Meyer Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development
Publication Type: Issue Brief


PubHub Link (4 pages; 198KB; PDF)

The Robertson v. Princeton Case: Too Important to Be Left to the Lawyers
Hudson Institute

Freeman, Neal B.; Pablo Eisenberg; Peter Frumkin; Heather Higgins; Adam Meyerson; Anne D. Neal; James Piereson; Terrence Scanlon; Jack B. Siegel; Tim Walter; Martin Morse Wooster
Published: February 2009

Offers comments from eleven contributors on the Robertson family's donor rights suit against the Woodrow Wilson School of Public and International Affairs for violation of donor intent. Explores its effects on and implications for the nonprofit sector.


Funder(s): Lynde and Harry Bradley Foundation, Inc.
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Higher Education
Publication Type: Research Report


PubHub Link (22 pages; 320KB; PDF)

2007-2008 Annual Report: A Focus on Prevention
California Endowment

Published: 2009

Contains videos of board chair's and president's messages and of grantee profiles from six program areas, financial statements, a grant finder database, interactive poll, and lists of board members and senior staff.


Funder(s): California Endowment
Subject(s): Philanthropy and Voluntarism; Health; Community Improvement/Development
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)

Immigrant Integration in Los Angeles: Strategic Directions for Funders
Program for Environmental and Regional Equity; Center for the Study of Immigrant Integration

Pastor, Manuel; Rhonda Ortiz
Published: February 2009

Provides an overview of the immigrant population; their contributions and challenges; the need for leadership development and other efforts to support their economic mobility, civic participation, and integration; and strategies for funding such efforts.


Funder(s): California Community Foundation
Related Organization(s): Center for the Study of Immigrant Integration
Subject(s): Philanthropy and Voluntarism; Social Science, Immigration; Community Improvement/Development
Publication Type: Toolkit


PubHub Link (80 pages; 2.64MB; PDF)

Limited Life Foundations: Motivations, Experiences, and Strategies
Urban Institute

Ostrower, Francie
Published: February 2009

Compares characteristics of perpetual foundations and limited life foundations, set to be terminated at a specified time. Explores both personal and strategic reasons for "sunsetting" and positive and negative effects of limited life on the foundation.


Funder(s): Atlantic Philanthropies
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance
Publication Type: Research Report


PubHub Link (36 pages; 147KB; PDF)

Foundation Communications: The State of the Practice
Communications Network

Breindel, Howard
Published: February 2009

Based on a survey of communications executives at private and community foundations, presents a snapshot of the field, including budgets, objectives, use of Web 2.0 applications, and measures of effectiveness. Identifies weaknesses and future challenges.


Funder(s): California HealthCare Foundation
Related Organization(s): DeSantis Breindel
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Public Affairs
Publication Type: Survey


PubHub Link (12 pages; 120KB; PDF)

Turning Crisis Into Opportunity: How the California Community Foundation Is Helping Its Grantees and Other Nonprofits Prepare for Uncertain Economic Times
California Community Foundation

Published: January 2009

Presents survey findings on grantees' needs in the face of the economic crisis. Describes workshops on mobilizing board members, new models for partnerships and mergers, short- and long-term sustainability, and cost-effective ways to cultivate donors.


Funder(s): California Community Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (7 pages; 37KB; PDF)

Grantee Perception Report: Gordon and Betty Moore Foundation
Center for Effective Philanthropy

Published: January 2009

Excerpts findings from a survey of the foundation's impact on and understanding of grantees and their fields, responsiveness, and grant and evaluation processes compared with peer foundations and 2004 results. Includes grantees' comments and suggestions.


Funder(s): Gordon and Betty Moore Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Performance/Failure Analysis
Publication Type: Survey


PubHub Link (23 pages; 148KB; PDF)

The Nonprofit Marketplace: Bridging the Information Gap in Philanthropy
William and Flora Hewlett Foundation; McKinsey & Company

Published: January 2009

Argues for improving the supply of and demand for information and strengthening intermediaries and interactions to boost strategic grantmaking, effective nonprofit operations, and dialogue about transparency, organizational performance, and social impact.


Funder(s): William and Flora Hewlett Foundation
Related Organization(s): McKinsey & Company
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Research Report


PubHub Link (68 pages; 1.67MB; PDF)
Discussion Forum

What Makes an Effective Advocacy Organization? A Framework for Determining Advocacy Capacity
California Endowment; TCC Group

Raynor, Jared; Shao-Chee Sim; Peter York
Published: January 2009

Describes a model for evaluating organizational capacities critical for advocacy organizations — leadership, adaptive management, and technical capacities — to enhance effectiveness. Includes models of how they function together.


Funder(s): California Endowment
Related Organization(s): TCC Group
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Research Report


PubHub Link (40 pages; 5.81MB; PDF)

Innovative Grant-Making: Giving Voice to the Marginalised
Atlantic Philanthropies

Nell, Marian; Janet Shapiro
Published: January 2009

Presents a case study of the Multi Agency Grants Initiative (MAGI), a mechanism for a group of international grantmakers to target small grants to community-based service organizations and social movements in South Africa. Outlines systems and procedures.


Funder(s): Atlantic Philanthropies
Subject(s): Philanthropy and Voluntarism; Civil and Human Rights; International Affairs/Development
Publication Type: Case Study


PubHub Link (44 pages; 1.96MB; PDF)

A Global Gaze: LGBTI Grantmaking in the Global South and East (2007)
Funders for Lesbian and Gay Issues

Published: January 2009

Provides a snapshot of grantmakers and nongovernmental organizations working with lesbian, gay, bisexual, transgender and intersex (LGBTI) communities. Includes data on the amounts, origins, and distribution of funds and strategies and populations funded.


Funder(s): Arcus Foundation, Astraea Lesbian Foundation for Justice, Dreilinden gGmbH
Subject(s): Philanthropy and Voluntarism; International Affairs/Development; Civil and Human Rights, LGBTQ Issues
Publication Type: Survey


PubHub Link (42 pages; 790KB; PDF)

Expanding Global Philanthropy to Support the Human Rights of Lesbian, Gay, Bisexual and Transgender People
Arcus Operating Foundation

Simon, Sue
Published: January 2009

Summarizes discussions from a September 2008 meeting of donors, foundation leaders, and rights advocates on the global lesbian, gay, bisexual, and transgender rights movement, key obstacles, and ways to increase philanthropic resources to address them.


Funder(s): Arcus Foundation, Rockefeller Foundation
Subject(s): Philanthropy and Voluntarism; Civil and Human Rights; Civil and Human Rights, LGBTQ Issues
Publication Type: Research Report


PubHub Link (28 pages; 278KB; PDF)

Mobilizing Resources for the Human Rights of Lesbian, Gay, Bisexual and Transgender (LGBT) People: Challenges and Opportunities
Arcus Operating Foundation; FSG Social Impact Advisors

Parkhurst, Marcie; Amber Johnson
Published: January 2009

Based on a survey of funders, identifies barriers to increased funding for global LGBT human rights work and the implications. Outlines strategies including peer-to-peer networking, capacity-building for intermediaries, and tapping bilateral aid agencies.


Funder(s): Arcus Foundation
Related Organization(s): FSG Social Impact Advisors
Subject(s): Philanthropy and Voluntarism; Civil and Human Rights; Civil and Human Rights, LGBTQ Issues
Publication Type: Research Report


PubHub Link (48 pages; 3.02MB; PDF)

Giving Out Globally: A Resource Guide of Funding Mechanisms to Support Lesbian, Gay, Bisexual, and Transgender Rights in the Global South and East
Arcus Operating Foundation

Dorf, Julie
Published: January 2009

Provides an overview of funding vehicles, such as Northern groups working in the global South and East, intermediaries, direct cross-border grantmaking, private foundations, and donor-advised funds. Includes lists of resources and grantee profiles.


Funder(s): Arcus Foundation
Subject(s): Philanthropy and Voluntarism; Civil and Human Rights; Civil and Human Rights, LGBTQ Issues
Publication Type: Toolkit


PubHub Link (32 pages; 670KB; PDF)

2008 Annual Report: Facing Up to the Future
W.K. Kellogg Foundation

Published: 2009

Contains board chair's message, CEO's message, guest essays about children's needs, financial statements, lists of board members and staff, grants list, and summaries of programs in the United States, southern Africa, Latin America, and the Caribbean.


Funder(s): W.K. Kellogg Foundation
Subject(s): Philanthropy and Voluntarism; Education; Health
Publication Type: Annual Report


PubHub Link (96 pages; 1.93MB; PDF)

2007 Annual Report
Dyson Foundation

Published: 2009

Contains president's letter, year in review, financial statements, program information, grants list, grant guidelines, and lists of board members and staff.


Funder(s): Dyson Foundation
Subject(s): Philanthropy and Voluntarism; Higher Education; Education
Publication Type: Annual Report


PubHub Link (63 pages; 383KB; HTML)
FOLIO Link(63 pages; 383KB; HTML)

2008 Annual Report
Homer Foundation

Published: 2009

Contains mission statement, board chair's message, executive director's message, donor profiles, program information, financial summary, grants list, donor information, and list of board members.


Funder(s): Homer Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Children and Youth
Publication Type: Annual Report


PubHub Link (30 pages; 1.87MB; PDF)
FOLIO Link(30 pages; 1.87MB; PDF)

Thoughtbook 2009
Ewing Marion Kauffman Foundation

Published: January 2009

Contains president's message; essays and interviews on the foundation's work in education and entrepreneurship, as well as the entrepreneurial landscape; and guest essays by politicians, scholars, and entrepreneurs on the global innovation movement.


Funder(s): Ewing Marion Kauffman Foundation
Subject(s): Philanthropy and Voluntarism; Higher Education; Social Entrepreneurship
Publication Type: Annual Report


PubHub Link (148 pages; ; HTML)

Grow the Craft: Results From a GrantCraft Survey
GrantCraft

Published: January 2009

Summarizes grantmakers', grantees', and consultants' views on bridging the gap between philanthropy and community organizing, best practices, and challenges. Offers tips for "translating" the needs of each and preventing misunderstandings.


Funder(s): Ford Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Philanthropy and Voluntarism, Governance
Publication Type: Survey


PubHub Link (4 pages; 225KB; PDF)

Funding Community Organizing: Social Change Through Civic Participation
GrantCraft

McGarvey, Craig; Anne Mackinnon
Published: January 2009

Provides a guide to funding community organizing, with an overview of the field and advice for grantmakers on site visits, capacity assessment, grant negotiation, relationship management, evaluation, and other issues. Includes tools and case summaries.


Funder(s): Ford Foundation
Related Organization(s): Center for Community Change
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Philanthropy and Voluntarism, Capacity Building
Publication Type: Toolkit


PubHub Link (36 pages; 445KB; PDF)

2008 Annual Report
Weingart Foundation

Published: 2009

Contains board chair's message, financial statements, grants list, grant guidelines, and program information in the areas of arts and culture, health, human services, and public and society benefit.


Funder(s): Weingart Foundation
Subject(s): Philanthropy and Voluntarism; Arts and Culture; Health
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)
Grants List

2008 Annual Report
Community Foundation of Northern Colorado

Published: 2009

Contains mission statement; message from the board chair, the previous chair, and the president; financial summary; grants summary; donor profiles; funds list; and lists of board members, committee members, and staff.


Funder(s): Community Foundation of Northern Colorado
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Children and Youth
Publication Type: Annual Report


PubHub Link (28 pages; 2.55MB; PDF)
FOLIO Link(28 pages; 2.55MB; PDF)

2008 Annual Report
Frey Foundation

Published: 2008

Contains grants list, grantee and event photographs, and financial statements.


Funder(s): Frey Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Education
Publication Type: Annual Report


PubHub Link (14 pages; 2.48MB; PDF)
FOLIO Link(14 pages; 2.48MB; PDF)

Measuring and/or Estimating Social Value Creation: Insights Into Eight Integrated Cost Approaches
Bill & Melinda Gates Foundation

Tuan, Melinda T.
Published: December 2008

Outlines eight methods of integrating cost into calculations of social value, their strengths and weaknesses, and cross-cutting issues and limitations. Considers implications for the social sector in exploring the costs of achieving social impact.


Funder(s): Bill & Melinda Gates Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Governance
Publication Type: Research Report


PubHub Link (45 pages; 424KB; PDF)
Profiles

2008 Assessment Report
Robert Wood Johnson Foundation

Published: December 2008

Based on internal data, surveys of health policy experts and the public, and comparisons with peer organizations, evaluates RWJF's organizational performance in terms of program development, program impact, and customer service. Includes grant summary.


Funder(s): Robert Wood Johnson Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Performance/Failure Analysis
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (36 pages; 1.69MB; PDF)

Strengthening Democracy, Increasing Opportunities: Impacts of Advocacy, Organizing, and Civic Engagement in New Mexico
National Committee for Responsive Philanthropy

Ranghelli, Lisa
Published: December 2008

Analyzes by issue area the aggregate monetary benefit of advocacy and organizing efforts of fourteen organizations working with underrepresented groups, return on investment, and foundation funding. Explores non-quantifiable impacts and strategies.


Funder(s): Ford Foundation
Subject(s): Philanthropy and Voluntarism; Public Affairs; Human Services
Publication Type: Case Study


PubHub Link (60 pages; 2.66MB; PDF)

Strengthening Nonprofit Minority Leadership and the Capacity of Minority-Led and Other Grassroots Community-Based Organizations
Foundation Coalition

Published: December 2008

Identifies ways to build diversity and capacity among the state's nonprofit leadership, including major multiyear grants to minority-led groups and others serving diverse and/or low-income communities. Outlines each participating foundation's commitments.


Funder(s): Ahmanson Foundation, Annenberg Foundation, California Endowment, California Wellness Foundation, David and Lucile Packard Foundation, James Irvine Foundation, Ralph M. Parsons Foundation, UniHealth Foundation, Weingart Foundation, William and Flora Hewlett Foundation
Subject(s): Minorities; Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building
Publication Type: Best Practice


PubHub Link (30 pages; 803KB; PDF)

Sustaining the Promise: Realizing the Potential of Workforce Intermediaries and Sector Projects
National Fund for Workforce Solutions; Jobs for the Future

Griffen, Sarah
Published: December 2008

Reviews the outcomes of sector-specific workforce development projects run by intermediaries with a comprehensive, long-term approach. Outlines the challenges of and recommendations for securing sustainability in financing, infrastructure, and operations.


Funder(s): Annie E. Casey Foundation
Related Organization(s): Boston Health Care, Jobs for the Future, Research Training Institute
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Social Science, Workforce/Labor Issues
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (55 pages; 535KB; PDF)

More Than Money: Making a Difference With Assistance Beyond the Grant
Center for Effective Philanthropy

Buteau, Ellie; Cassie Bolanos; Andrea Brock; Phil Buchanan; Kelly Chang; Judith A. Ross
Published: December 2008

Examines foundation efforts beyond grantmaking such as training, advocacy, and new investment strategies to increase grantee effectiveness and impact. Assesses the benefits of such help, grantees' views, and implications. Includes case studies.


Funder(s): Fidelity Foundation, Lumina Foundation for Education
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building
Publication Type: Research Report


PubHub Link (37 pages; 2.70MB; PDF)

Diversity & Inclusion: Lessons From the Field
Rockefeller Philanthropy Advisors

Published: December 2008

Shares insights from foundations and corporate giving programs on their goals, approaches, and experiences with diversity and inclusive practices — in their grantmaking, advocacy work, and personnel. Considers how diversity affects effectiveness.


Funder(s): Charles Stewart Mott Foundation
Subject(s): Minorities; Philanthropy and Voluntarism; Social Science
Publication Type: Research Report


PubHub Link (20 pages; 1.20MB; PDF)

2008 Report to the Community
Albion Community Foundation

Published: December 2008

Contains results of community survey; reports on crime and public safety, education, health, human services, and economics; and grant highlights.


Funder(s): Albion Community Foundation, Albion-Homer United Way
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (8 pages; 2.49MB; PDF)

Coming Together: Lessons on Collaboration From California Works for Better Health
California Endowment

Pastor, Manuel; Chris Benner; Martha Matsuoka; Rachel Rosner; Miranda Smith
Published: December 2008

Details the collaborative process of the California Works for Better Health initiative to improve low-income workers' health through job quality. Presents lessons learned on how the partnerships' tone, context, and strategies affect the overall outcome.


Funder(s): California Endowment
Related Organization(s): Matrix Consulting Institute
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Social Science, Workforce/Labor Issues
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (124 pages; 947KB; PDF)

Are We There Yet? A Communications Evaluation Guide
Communications Network

Asibey, Edith; Toni Parras; Justin van Fleet
Published: December 2008

Offers a step-by-step guide to forming a strategy to assess the effectiveness of a communication plan as it is implemented. Includes a worksheet for determining goals, objectives, audiences, baselines, questions, measures, techniques, and budgets.


Funder(s): David and Lucile Packard Foundation
Related Organization(s): Asibey Consulting
Subject(s): Philanthropy and Voluntarism; Journalism/Media; Public Affairs
Publication Type: Toolkit


PubHub Link (40 pages; 4.31MB; PDF)

2008 Annual Report
Lloyd A. Fry Foundation

Published: 2008

Contains board chair's message, executive director's message, program information, financial statements, grants list, grant guidelines, and lists of board members and staff.


Funder(s): Lloyd A. Fry Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Education
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)

2007 Annual Report
Ahmanson Foundation

Published: 2008

Contains mission statement, tribute to Robert Howard Ahmanson, president's and managing director's messages, grantee profiles, grants list, grant summary and guidelines, financial statements, and lists of board members and staff.


Funder(s): Ahmanson Foundation
Subject(s): Philanthropy and Voluntarism; Arts and Culture; Education
Publication Type: Annual Report


PubHub Link (104 pages; 786KB; PDF)

Georgia Gives 2008: Charitable Giving in Georgia
Center on Philanthropy at Indiana University

Published: December 2008

Analyzes 2007 data on individual, foundation, and corporate giving in Georgia: who gave, how much, why, and to which causes and groups. Compares data by religious affiliation, income, and education, and between the Atlanta area and the rest of the state.


Funder(s): Wilbur and Hilda Glenn Family Foundation
Related Organization(s): Alexander Haas
Subject(s): Philanthropy and Voluntarism; Social Science
Publication Type: Survey


PubHub Link (97 pages; 543KB; PDF)

2007 Annual Report: Paving the Way
Charles Stewart Mott Foundation

Published: 2008

Contains mission statement, president's message, program information, grants list and statistics, financial statements, and lists of board members and staff.


Funder(s): Charles Stewart Mott Foundation
Subject(s): Philanthropy and Voluntarism; Civil Society; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (66 pages; 5.43MB; PDF)
Grantee Profiles

2007 Annual Report
Four County Community Foundation

Published: 2008

Contains mission statement, board chair's message, fund and grant information, funds list, financial statements, and lists of board members, staff, and committee members.


Funder(s): Four County Community Foundation
Subject(s): Philanthropy and Voluntarism; Education; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (12 pages; 5.55MB; PDF)
FOLIO Link(12 pages; 5.55MB; PDF)

A Toolkit for Foundations and Individual Investors: Harnessing Your Investments to Help Solve the Climate Crisis
Ceres; Investor Network on Climate Risk (INCR); Environmental Grantmakers Association

Published: November 2008

Outlines five foundation strategies for advancing climate change solutions as investors, including engaging investment managers, supporting policy solutions and regulatory actions, and coordinating with others. Lists successes and specific action steps.


Funder(s): Ceres, Environmental Grantmakers Association, Investor Network on Climate Risk
Subject(s): Environment; Philanthropy and Voluntarism; Social Entrepreneurship
Publication Type: Toolkit


PubHub Link (8 pages; 4.05MB; PDF)

2007 Annual Report
AVI CHAI Foundation

Published: 2008

Contains mission statement, board chair's message, program information, project summaries, financial highlights, grants list, and lists of board members and staff.


Funder(s): AVI CHAI Foundation
Subject(s): Philanthropy and Voluntarism; Religion; International Affairs/Development
Publication Type: Annual Report


PubHub Link (72 pages; 5.79MB; PDF)

2007 Annual Report
Atlantic Philanthropies

Published: 2008

Contains chairman's message, president's message, note on the importance of advocacy in grantmaking, program information, grantee profiles, grants list and summary, financial statements, and lists of board members and staff.


Funder(s): Atlantic Philanthropies
Subject(s): Philanthropy and Voluntarism; Aging; Children and Youth
Publication Type: Annual Report


PubHub Link (116 pages; 8.05 MB; PDF)

30 Years of the John D. and Catherine T. MacArthur Foundation
John D. and Catherine T. MacArthur Foundation

Published: November 2008

Provides a broad overview of the foundation's history and grantmaking activities in 1978-2008. Includes charts of foundation assets, total and annual giving, and cumulative number of grants awarded. Includes lists of previous and current board members.


Funder(s): John D. and Catherine T. MacArthur Foundation
Subject(s): Philanthropy and Voluntarism; International Affairs/Development; Arts and Culture
Publication Type: Annual Report


PubHub Link (12 pages; 1.64MB; PDF)

2008 Annual Report
St. Croix Valley Community Foundation

Published: 2008

Contains mission statement, messages from the board chair and the president, financial summary, fund information, donor-advised fund profiles, grantees list, donors list, and list of board members.


Funder(s): St. Croix Valley Community Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Children and Youth
Publication Type: Annual Report


PubHub Link (24 pages; 1.24MB; PDF)
FOLIO Link(24 pages; 1.24MB; PDF)

2007-2008 Annual Report: I Am Connected
Community Foundation for Greater Atlanta

Published: 2008

Contains mission statement, board chair and president's message, 2007-2008 program highlights, grantee and donor profiles, donor information, grant guidelines, financial summary, and lists of grantees, funds, board members, and staff.


Funder(s): Community Foundation for Greater Atlanta
Subject(s): Philanthropy and Voluntarism; Health; Human Services
Publication Type: Annual Report


PubHub Link (60 pages; 5.14MB; PDF)

2008 Annual Report
Community Foundation of Western North Carolina

Published: 2008

Contains mission statement, board chair and president's message, 1978-2008 highlights, program information, grants list, grantee and donor profiles, funds list, donor information, financial statements, and lists of board members and staff.


Funder(s): Community Foundation of Western North Carolina
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Education
Publication Type: Annual Report


PubHub Link (60 pages; 3.39MB; PDF)
FOLIO Link(60 pages; 3.39MB; PDF)

2008 Annual Report
Boston Foundation

Published: 2008

Contains board chair's and president's letters, 2008 highlights, foundation and program information, grantee profiles, selected grants list, grant guidelines, donor information, funds list, financial statements, and lists of board members and staff.


Funder(s): Boston Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Civil Society
Publication Type: Annual Report


PubHub Link (85 pages; 3.87MB; PDF)

2008 Annual Report
Community Foundation for the National Capital Region

Published: 2008

Contains mission statement, board chair and president's letter, 2008 highlights, 1973-2008 chronology, grants list, donor profiles, donor funds and contributors, financial statements, and lists of affiliates, board members, and staff.


Funder(s): Community Foundation for the National Capital Region
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (68 pages; 5.72MB; PDF)

Making an Impact: Formalizing Outcome-Driven Grantmaking: Lessons From the Hewlett Population Program
Redstone Strategy Group, LLC

Published: November 2008

Offers lessons learned and recommendations from Hewlett's experience developing a measurable outcome and scope, researching the field, creating a logic model, metrics, and targets; and comparing the expected social return of potential investments.


Funder(s): William and Flora Hewlett Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Governance
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (22 pages; 889KB; PDF)

2007 Annual Report: Georgia's Health Safety Net: In Pursuit of Health Equity
Healthcare Georgia Foundation

Published: 2008

Contains mission statement, board chair and president's message, 2007 highlights, program information, grants list and summary, financial statements, grant guidelines, and lists of board members and staff.


Funder(s): Healthcare Georgia Foundation
Subject(s): Philanthropy and Voluntarism; Health; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (28 pages; 1.81MB; PDF)

A Brief Guide to the Law of Mission Investing for U.S. Foundations
FSG Social Impact Advisors

Kramer, Mark; Anne Stetson
Published: November 2008

Provides practical guidance on the legal constraints of mission-related investing — the extent to which foundations can choose investments for their social impact rather than financial performance while meeting their fiduciary responsibility.


Funder(s): David and Lucile Packard Foundation, Meyer Memorial Trust
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Social Entrepreneurship
Publication Type: Toolkit


PubHub Link (20 pages; 1.01MB; PDF)

Risk, Return and Social Impact: Demystifying the Law of Mission Investing by U.S. Foundations
FSG Social Impact Advisors

Kramer, Mark; Anne Stetson
Published: November 2008

Discusses in detail the legal aspects of mission-related investing, including federal and state fiduciary laws, foundations' fiduciary responsibility, and emerging practices, and makes recommendations. Includes examples of investments and case studies.


Funder(s): David and Lucile Packard Foundation, Meyer Memorial Trust
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Governance; Social Entrepreneurship
Publication Type: Research Report


PubHub Link (69 pages; 659KB; PDF)

Valuing Benefits in Benefit-Cost Studies of Social Programs
RAND Corporation

Karoly, Lynn A.
Published: November 2008

Assesses the use of benefit-cost analysis to measure the economic returns from investing in social programs that seek to help children, youth, and families. Examines effective programs to evaluate the accuracy of "shadow prices" used in the analyses.


Funder(s): John D. and Catherine T. MacArthur Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Human Services, Family Services
Publication Type: Research Report


PubHub Link (133 pages; 1.29MB; PDF)

Sustaining Neighborhood Change: The Power of Resident Leadership, Social Networks, and Community Mobilization
Annie E. Casey Foundation

Ahsan, Nilofer
Published: November 2008

Details the role residents play in community change efforts. Provides examples of, strategies for, and lessons learned on engaging residents in decision-making through leadership development, social networks, community organizing, and civic participation.


Funder(s): Annie E. Casey Foundation
Subject(s): Community Improvement/Development; Philanthropy and Voluntarism; Social Science, Urban Studies
Publication Type: Best Practice


PubHub Link (40 pages; 1.32MB; PDF)
FOLIO Link(40 pages; 1.32MB; PDF)

The MacArthur Foundation in India: Report on Activities
John D. and Catherine T. MacArthur Foundation

Published: November 2008

Contains president's message, foundation information, information on focus areas and programs in India and Asia, grantee profiles, lists of recent grants, and lists of board members and staff.


Funder(s): John D. and Catherine T. MacArthur Foundation
Subject(s): Philanthropy and Voluntarism; International Affairs/Development; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (16 pages; 3.66MB; PDF)

The Balancing Act: The Role of a Community Foundation as a Grantmaker
Charles Stewart Mott Foundation

Reynolds, Dorothy
Published: November 2008

Provides a broad overview of the evolution of community foundations as grantmakers worldwide. Discusses grantmaking strategies, sources of funds, grantmaking areas, and challenges, as well as advantages unique to community foundations.


Funder(s): Charles Stewart Mott Foundation
Subject(s): Philanthropy and Voluntarism; Social Science
Publication Type: Best Practice


PubHub Link (12 pages; 830KB; PDF)

The Balancing Act: The Role of a Community Foundation as a Vehicle for Philanthropy
Charles Stewart Mott Foundation

Reynolds, Dorothy
Published: November 2008

Outlines worldwide trends in community foundation asset development, from permanent endowments to donor-advised funds. Highlights community foundations' flexibility and stability and examines the balance between their grantmaking and fundraising roles.


Funder(s): Charles Stewart Mott Foundation
Subject(s): Philanthropy and Voluntarism; Social Science
Publication Type: Best Practice


PubHub Link (12 pages; 767KB; PDF)

The Balancing Act: The Role of a Community Foundation as a Community Leader
Charles Stewart Mott Foundation

Reynolds, Dorothy
Published: November 2008

Outlines the evolution of community foundations' leadership roles, why and when they should take on such a role, and how to direct human resources, funding, or other resources to the effort without jeopardizing the ability to respond to changing needs.


Funder(s): Charles Stewart Mott Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Social Science
Publication Type: Best Practice


PubHub Link (12 pages; 698KB; PDF)

Report to the Community 2008
Cleveland Foundation

Published: October 2008

Contains mission statement, board chairman and president's letter, president's report, program information, grantee and partner profiles, grant highlights, lists of new gifts and funds, financial summary, and lists of board members and staff.


Funder(s): Cleveland Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (24 pages; 2.25MB; PDF)
Grants List

Troops and Family Care Fund Feasibility Study
Community Foundation for the National Capital Region

Published: October 2008

Estimates the numbers, needs, and resources of military personnel deployed in or returning from Iraq and/or Afghanistan and their families in the District of Columbia, Maryland, and Virginia. Considers whether sufficient philanthropic funds can be raised.


Funder(s): Community Foundation for the National Capital Region
Subject(s): Social Science; Social Science, Military; Philanthropy and Voluntarism
Publication Type: Issue Brief


PubHub Link (4 pages; 78KB; PDF)

2007 Annual Report
Saint Luke's Foundation

Published: 2008

Contains mission statement, board chair and president's message, grantee profiles, grant guidelines, grants list, financial summary, and lists of board members and staff.


Funder(s): Saint Luke's Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Health
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)

An Experiment in Coordinated Investment: A Progress Report on the Edna McConnell Clark Foundation's Growth Capital Aggregation Pilot
Edna McConnell Clark Foundation

Published: October 2008

Outlines EMCF's pilot program to raise, with co-investors, upfront growth capital to support proven programs for low-income youth; demonstrate how such capital can expand programs and leverage funding; and test a model of collaborative philanthropy.


Funder(s): Edna McConnell Clark Foundation
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (6 pages; 318KB; PDF)

Grantee Perception Report 2008: Harry and Jeanette Weinberg Foundation, Inc.
Center for Effective Philanthropy

Published: October 2008

Excerpts findings from a survey of grantees on the foundation's impact on and understanding of grantees and their fields, interactions, assistance, and grant selection and reporting processes compared to peer foundations. Includes grantees' suggestions.


Funder(s): Harry and Jeanette Weinberg Foundation, Inc.
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation; Philanthropy and Voluntarism, Performance/Failure Analysis
Publication Type: Survey


PubHub Link (31 pages; 179KB; PDF)

2007 Annual Report
Kresge Foundation

Published: 2008

Contains board chair's message, president's message, program information, grants lists, financial statements, lists of board members and staff, and highlights of the foundation's expanded approach to grantmaking.


Funder(s): Kresge Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development; Arts and Culture
Publication Type: Annual Report


PubHub Link (120 pages; 2.96MB; PDF)

Nonprofit Leadership Development: A Model for Identifying and Growing Leaders Within the Nonprofit Sector
Dewey & Kaye; Looking Glass Institute

Bonner, Leslie; Jessica Obergas
Published: October 2008

Offers step-by-step guidance on identifying future challenges, the core leadership competencies needed to meet them, and a pool of potential leaders; assessing their skills; and creating a tailored leadership development program with frequent feedback.


Funder(s): Bruner Foundation, Forbes Funds, Heinz Endowments
Related Organization(s): Looking Glass Institute
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Capacity Building; Philanthropy and Voluntarism, Governance
Publication Type: Toolkit


PubHub Link (32 pages; 726KB; PDF)

2008 Arizona Giving and Volunteering Report
ASU Lodestar Center for Philanthropy and Nonprofit Innovation

Published: September 2008

Provides an overview of household giving and individual volunteering in Arizona. Presents data on who gives how much to which organizations and why, who volunteers and where, and who does both. Includes a profile of giving by Hispanics/Latinos.


Funder(s): W.K. Kellogg Foundation
Related Organization(s): Center on Philanthropy at Indiana University, Johnson Center for Philanthropy and Nonprofit Leadership at Grand Valley State University
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Volunteerism
Publication Type: Survey


PubHub Link (12 pages; 397KB; PDF)

Peer Networking and Community Change: Experiences of the Annie E. Casey Foundation
Annie E. Casey Foundation

Backer, Thomas E.
Published: September 2008

Presents findings on how peer networking — problem-solving and decision-making through interaction among equals — supported Casey's goals of effective community change and philanthropic practice. Discusses best practices and challenges.


Funder(s): Annie E. Casey Foundation
Related Organization(s): Human Interaction Research Institute
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development
Publication Type: Program Evaluation/Lessons Learned


PubHub Link (73 pages; 500KB; PDF)
FOLIO Link(73 pages; 500KB; PDF)

Vote With Your Purse 2.0: Women's Online Giving, Offline Power
Women's Campaign Forum Foundation

Published: September 2008

Examines trends in women's online political giving; how they use Web 2.0 tools to engage in, donate for, and network for social change; the characteristics of online donors; and the potential impact on women's political clout among donors.


Funder(s): DJ McManus Foundation, Hunt Alternatives Fund, Kadrovach-Duckworth Family Foundation
Subject(s): Women; Science/Technology, Internet; Philanthropy and Voluntarism
Publication Type: Survey


PubHub Link (21 pages; 600KB; PDF)

Come On In. The Water's Fine: An Exploration of Web 2.0 Technology and Its Emerging Impact on Foundation Communications
Communications Network

Brotherton, David; Cynthia Scheiderer
Published: September 2008

Based on a literature review and interviews, explores how foundations are taking up the opportunities and challenges of Web 2.0 technology and new media, with a focus on adaptation, control, transparency, and networking. Includes tips and considerations.


Funder(s): California Endowment, Edna McConnell Clark Foundation, Robert Wood Johnson Foundation
Related Organization(s): Brotherton Strategies
Subject(s): Philanthropy and Voluntarism; Science/Technology, Internet
Publication Type: Research Report


PubHub Link (45 pages; ; HTML)

2007 Annual Report
Gordon and Betty Moore Foundation

Published: 2008

Contains president's message, mission statement, program information, financial summary, 2007 grantee highlights, and list of board members.


Funder(s): Gordon and Betty Moore Foundation
Subject(s): Philanthropy and Voluntarism; Environment, Biodiversity/Conservation; Science/Technology
Publication Type: Annual Report


PubHub Link (61 pages; 4.56MB; PDF)

The Grantmaking Report: Foundation and Corporate Giving in the San Diego Region
San Diego Grantmakers; Institute for Nonprofit Education and Research at University of San Diego

Deitrick, Laura; Robert Donmoyer; Melanie Hitchcock
Published: September 2008

Analyzes the numbers and assets of and trends in giving by San Diego's private foundations, community foundations, and select corporate giving programs and public charities. Compares grant amounts and funding priorities by region and type of organization.


Funder(s): Jewish Community Foundation San Diego, McCarthy Family Foundation, Parker Foundation, San Diego Foundation, United Way of San Diego, Washington Mutual Foundation, Westreich Foundation
Related Organization(s): Institute for Nonprofit Education and Research at University of San Diego
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Program Evaluation
Publication Type: Research Report


PubHub Link (24 pages; 1.67MB; PDF)

Effective Advocacy at All Levels of Government
W.K. Kellogg Foundation; Center for Lobbying in the Public Interest

Published: September 2008

Provides a guide for nonprofits to engage in policy advocacy at the state and local as well as federal levels. Includes an overview of lobbying processes and principles, costs and benefits, sample strategies, case stories, and links to advocacy resources.


Funder(s): W.K. Kellogg Foundation
Related Organization(s): Center for Lobbying in the Public Interest
Subject(s): Public Affairs; Civil Society; Philanthropy and Voluntarism
Publication Type: Toolkit


PubHub Link ( pages; ; HTML)

2007 Annual Report: The Urgency of Now
Ford Foundation

Published: 2008

Contains mission statement, board chair's and president's messages, program information, governance information, financial statements, and lists of board members and staff. Lists grants separately online.


Funder(s): Ford Foundation
Subject(s): Philanthropy and Voluntarism; Civil Society; International Affairs/Development
Publication Type: Annual Report


PubHub Link (62 pages; 5.08MB; PDF)
Grants List

Achieving Teacher and Principal Excellence: A Guidebook for Donors
Philanthropy Roundtable

Rotherham, Andrew J.
Published: September 2008

Discusses the need to invest in high-quality teachers and principals and the best opportunities for donors to help improve human capital. Profiles current initiatives, proposes strategic priorities, and lists promising ideas requiring financial support.


Funder(s): Bill & Melinda Gates Foundation, Challenge Foundation, Joyce Foundation
Subject(s): Elementary and Secondary Education; Philanthropy and Voluntarism; Elementary and Secondary Education, School Reform
Publication Type: Toolkit


PubHub Link (148 pages; 1.15MB; PDF)

Virginia's Nonprofit Sector: An Economic Force
Community Foundation Serving Richmond and Central Virginia

Salamon, Lester M.; Stephanie Lessans Geller; S. Wojciech Sokolowski
Published: September 2008

Provides an overview of Virginia's nonprofit sector in terms of size, employment, assets, focus areas, funding sources, growth, trends in its position compared to the for-profit sector, and wages, as well as its role in the state's economy and society.


Funder(s): Cameron Foundation, Center for Nonprofit Excellence, ConnectNetwork, First Market Bank/Ukrop's, Jessie Ball duPont Fund, Mary Washington Hospital Foundation, Norfolk Foundation, Philip Morris USA, Rappahannock United Way, Virginia Network of Nonprofit Organizations
Related Organization(s): Johns Hopkins Center for Civil Society Studies
Subject(s): Philanthropy and Voluntarism; Philanthropy and Voluntarism, Volunteerism
Publication Type: Research Report


PubHub Link (67 pages; 1.63MB; PDF)

2007 Annual Report
F.B. Heron Foundation

Published: 2008

Contains president's letter, mission statement, program information, grant guidelines, grants list, highlights from Heron's mission-related investment portfolios, financial statements, and lists of board members and staff.


Funder(s): F.B. Heron Foundation
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development, Affordable Housing; Community Improvement/Development, Business/Economic Development
Publication Type: Annual Report


PubHub Link (38 pages; 1.14MB; PDF)

2006-2007 Biennial Report: Leadership
Henry Luce Foundation

Published: September 2008

Contains message from the board chair and the president, an essay on the foundation's leadership strategies, grants list, list and profiles of Luce Scholars, financial statements, and lists of board members and staff.


Funder(s): Henry Luce Foundation
Subject(s): Philanthropy and Voluntarism; Education; International Affairs/Development
Publication Type: Annual Report


PubHub Link (56 pages; 4.52MB; PDF)

2007 Grantmakers Information Technology Survey Report
Council on Foundations

Pool, Lisa
Published: September 2007

Looks at the role of IT and IT staff at grantmaking organizations, the implementation of technology policies, the use of Web sites and online grant application and grants management systems, annual spending on IT, and to what extent IT is causing change.


Funder(s): Council on Foundations
Related Organization(s): Technology Affinity Group
Subject(s): Science/Technology; Philanthropy and Voluntarism
Publication Type: Research Report


PubHub Link (42 pages; 153KB; PDF)

2008 Annual Report
Hugh J. Andersen Foundation

Published: 2008

Contains foundation history, 2007-08 highlights, grants list, financial statements, grant guidelines, and lists of board members and staff.


Funder(s): Hugh J. Andersen Foundation
Subject(s): Philanthropy and Voluntarism; Children and Youth; Human Services
Publication Type: Annual Report


PubHub Link (17 pages; 286KB; PDF)
FOLIO Link(17 pages; 286KB; PDF)

Strengthening State Policies: The Process for Change
Working Poor Families Project

Povich, Deborah
Published: August 2008

Provides an overview of key steps to effecting policy change and describes direct actions the project's nonprofit partners have taken to raise awareness among policy makers of the issues low-income working families face and of proposed policy options.


Funder(s): Annie E. Casey Foundation, Charles Stewart Mott Foundation, Ford Foundation, Joyce Foundation
Subject(s): Public Affairs; Social Science, Workforce/Labor Issues; Philanthropy and Voluntarism
Publication Type: Best Practice


PubHub Link (8 pages; 499KB; PDF)

2007 Annual Report
Daniels Fund

Published: 2008

Contains board chair and president's message, program information, grants list, grantee profiles, financial statements, and list of board members.


Funder(s): Daniels Fund
Subject(s): Philanthropy and Voluntarism; Higher Education; Substance Abuse
Publication Type: Annual Report


PubHub Link (36 pages; 3.94MB; PDF)

2007 Annual Report
Greater Cincinnati Foundation

Published: 2008

Contains mission statement, board chair and president's message, profiles of grantees and community leaders, program information, financial statements, and lists of board and committee members and staff. Lists funds and grants separately online.


Funder(s): Greater Cincinnati Foundation
Subject(s): Philanthropy and Voluntarism; Education; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (43 pages; 18.56MB; PDF)
Grants List

Intentional Innovation: How Getting More Systematic About Innovation Could Improve Philanthropy and Increase Social Impact
W.K. Kellogg Foundation

Kasper, Gabriel; Stephanie Clohesy
Published: August 2008

Based on a review of case studies and current innovation theory and practice, proposes a framework integrating best practices, processes, and tools for making innovation a more consistent and integral element of philanthropy. Lists models and resources.


Funder(s): W.K. Kellogg Foundation
Related Organization(s): Clohesy Consulting, Monitor Institute
Subject(s): Philanthropy and Voluntarism; Social Entrepreneurship
Publication Type: Best Practice


PubHub Link (73 pages; 805KB; PDF)

2007 Annual Report
Community Foundation for the Twin Tiers

Published: 2008

Contains board's message, foundation information, 2007 highlights and fifth anniversary milestones, fund options, funds list and profiles, donors list, financial statements, and lists of board members and committee members.


Funder(s): Community Foundation for the Twin Tiers
Subject(s): Philanthropy and Voluntarism; Community Improvement/Development
Publication Type: Annual Report


PubHub Link (16 pages; 7.83MB; PDF)
FOLIO Link(16 pages; 7.83MB; PDF)

2007 Annual Report
John D. and Catherine T. MacArthur Foundation

Published: 2008

Contains president's essay, program information, grant summaries, profiles of MacArthur Fellows Program award recipients, timeline of the year in review, financial statements, and list of officers and staff.


Funder(s): John D. and Catherine T. MacArthur Foundation
Subject(s): Philanthropy and Voluntarism; International Affairs/Development; Arts and Culture
Publication Type: Annual Report


PubHub Link ( pages; ; HTML)

2007 Annual Report
Colorado Trust

Published: 2008

Contains message from the board chair and the president, grants list, grantee profiles, grant guidelines, 2007 publications, financial summary, and lists of board members and staff.


Funder(s): Colorado Trust
Subject(s): Philanthropy and Voluntarism; Health
Publication Type: Annual Report


PubHub Link (28 pages; 1.76MB; PDF)

2007 Annual Report
Beldon Fund

Published: 2008

Contains grants list, program guidelines, and financial statements.


Funder(s): Beldon Fund
Subject(s): Philanthropy and Voluntarism; Health; Environment
Publication Type: Annual Report


PubHub Link (33 pages; 453KB; PDF)

Community Philanthropy and Social Media
Blueprint Research & Design

Bernholz, Lucy
Published: August 2008

Summarizes trends in technological adoption by community foundations since 2005 and the role online marketplaces, social networks, wikis, and other resources play in community philanthropy. Discusses emerging developments and their implications.


Funder(s): Charles Stewart Mott Foundation, Ford Foundation
Subject(s): Philanthropy and Voluntarism; Science/Technology, Internet
Publication Type: Research Report


PubHub Link (5 pages; 379KB; PDF)

2007 Annual Report
James Irvine Foundation

Published: 2008

Contains mission statement, president's message, program information, grants list, financial summary, financial statements, and lists of board members and staff.


Funder(s): James Irvine Foundation
Subject(s): Philanthropy and Volun