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Resources for Grantmakers - October 2012 

In This Issue
General Philanthropy
Evaluation
Public Policy
Nonprofits


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General Philanthropy

This toolkit was developed for use by funders interested in the field of aging. The toolkit emphasizes how support for older adults can benefit whole communities. It is entitled "For All Ages: The GIA Guide to Funding Across the Lifespan". For All Ages is a well-researched introduction to aging concepts, policy, data and model programs. Throughout the guide, GIA emphasizes integrating aging issues with larger community concerns, rather than treating older adults as a separate population.

Next-Generation Philanthropy: Changing the World
Following up on the lessons of the Forbes 400 Summit on Philanthropy, Credit Suisse and Forbes Insights conducted a global survey of 264 people with investable assets of $1 million or more to further understand giving patterns and challenges.

This report from the Women's Foundation for Southern Arizona provides a detailed county-by-county breakdown of the income families of 70 different configurations need to make ends meet in all 15 Arizona counties. It also documents the degree to which public supports, such as childcare assistance and KidsCare, enable families to meet their basic needs while moving towards self-sufficiency; and the report has comparative data from 2002.

Evaluation

What can data do for philanthropy? Data for good.
"So, on top of everything else, foundations are supposed to compile and maintain data on their activities? And share it with other foundations? And perhaps even make it public? And do all of this willingly, because it will make philanthropy more effective? It is up to foundations to decide whether or not to do this, but it is becoming clearer every day that the answer is being thrust upon them, whether foundations are ready or not." 
 

GEO offers grantmakers a practical perspective on how to increase the capacity of their organizations to tap the transformative power of evaluation for learning. With key questions, guidelines and action steps, this new guide equips grantmakers to tackle evaluation for learning with "four essentials": Lead, Plan, Organize and Share. 

 

This publication offers a brief overview of how grantmakers are looking at evaluation through an organizational learning and effectiveness lens. It is based on a review of the current literature on evaluation and learning, outreach to grantmakers that have made these activities a priority and the work of GEO and the Council on Foundations to raise this issue more prominently among their memberships.  

Public Policy

A two-year study involving more than 100 interviews says nonprofits are unprepared to argue their public-policy views effectively at a time when charities and foundations face major threats. 

This report translates the complex world of state fiscal policy into timely and credible information. 

This comprehensive study that identifies five essential approaches to successful advocacy and analyzes the effectiveness of advocacy on issues facing the entire nonprofit and philanthropic sector. Bonus: NCRP's Aaron Dorfman wrote a review just last week that calls this study "spoiled" by unfounded recommendations. 

This Urban Institute report offers a basic overview of charitable giving, discusses the various rationales that have been offered in its support, and examines various proposed reforms. This webinar was presented by Eugene Steuerle of the Urban Institute. A recording of this webinar is now available to view.

How should philanthropy work with government to address social sector problems? Three approaches show promise: investing in government's capacity to govern, giving to nonprofits in ways that make them more attractive for government funding, and underwriting advocacy work to mend broken processes. 

Social-impact bonds and pay-for-success approaches more broadly need what Eli Broad has done for education reform: notably, to recruit, train, and support a cadre of government leaders with the drive, savvy, and public sector management chops needed to transform how human services are funded and delivered in this country. 

Regardless of who occupies the White House and Congress come January, the big issues for the nonprofit sector will be looming, and the sector has its work cut out for itself to address them.

Nonprofits

The Urge to Merge
"We are perhaps on the brink of an era of mergers of acquisitions but we're not there yet," said Bob Ottenhoff, out-going president and CEO of GuideStar in Washington, D.C. "Government funding is still kind of a mess. Depending on where you are, it's still really, really bad if you're in states that are having trouble," he said, adding that the sector is a lot worse off than it was five years ago.  

This report is a very welcome addition to research on how nonprofits can get better at assessing their own performance. This report is a well-researched study that raises some important questions and provides some useful qualitative and quantitative answers.

Human Wellbeing in the 21st Century: Meeting Challenges, Seizing Opportunities
The Rockefeller Foundation, Institute of Development Studies, and Resource Alliance have developed this six-month exploration into the future of philanthropy and international development in the pursuit of human wellbeing.

Nonprofit flexibility is constrained by a myriad of agencies, governmental and otherwise; statutes; and individuals that regulate their activities and to whom they are accountable. The following discussion will shed light on some of those bodies and regulations that oversee, sanction, guide, or place specific expectations on nonprofits. It is incumbent upon the board of directors to be aware of these entities as part of its own primary duty of organizational oversight.