The Philea Virtual Library

The Philea Virtual Library includes over 1,000 free-to-download publications from a range of organisations and publishers on the topics of philanthropy, the management of foundations and the areas they are involved in and support. As a Philea member you can send us your publications for inclusion in the library which will also be added to the global IssueLab network where they will be made available to an extended audience, including users of Worldcat, the global catalogue used by tens of thousands of libraries. For questions or assistance, please contact the Philea Virtual Library.
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Featured

International Philanthropy Commitment on Climate Change - دليل التنفيذي

September 26, 2022

The International Philanthropy Commitment on Climate Change is a call to all foundations, regardless of their mission, status and geographic location to act on the climate emergency. Signatories to the International Commitment pledge to take action under the seven pillars of the Commitment. This Implementation Guide outlines suggested actions against each of the seven pillars of the International Philanthropy Commitment on Climate Change. This Guide is designed to inspire and support foundation signatories as they embark on their own journey of change. If your foundation is not yet signed up to the International Commitment but considering doing so, this Guide will give you a clearer idea of the type of actions that foundations can take to implement the International Commitment.

Environment and Sustainable Development; Ethical issues and Good Practices; International Affairs, Global Challenges
Featured

Child and Youth Participation in Philanthropy : Stories of Transformation

May 30, 2022

This study represents another milestone on the journey of supporting philanthropic practice in becoming more inclusive and closer to those it serves. It is based on: a survey of and interviews with 40 European philanthropic organisations; focus group interviews with children and young people involved with these organisations; and 11 case studies of participating organisations. The study provides recommendations and clear examples of initiatives by foundations along this journey, which can be used to spark discussion on the various modes and phases of participatory philanthropy, whatever the target group or thematic area.

Children and Youth; Ethical issues and Good Practices; Foundation Sector, History and Analysis; Grantmaking and Programme Management
Featured

Future-proofing foundations for a post-Covid-19 world

April 1, 2022

This paper sheds a light on developments and changing practices in institutional philanthropy in Europe since the onset of the Covid-19 pandemic and offers insights for making responsible philanthropy the new normal. Leveraging data from a document review as well as various surveys and interviews conducted with the membership of the former European Foundation Centre (now Philea, a convergence of Dafne - Donors and Foundations Networks in Europe - and the EFC), the present analysis delves into what foundations have learned from this period. Organisations may survive in their current state, but they will lose legitimacy and perceived value if they do not adapt. The paper first looks at the challenges perceived by philanthropy professionals and how they respond to these threats, including criticism of philanthropy, and then takes stock of actions that have helped foundations to bounce back from massive disruption. Finally, the paper offers a set of recommendations to reveal opportunities for change and prepare for what's next. 

Ethical issues and Good Practices; Foundation Sector, History and Analysis; Grantmaking and Programme Management; International Affairs, Global Challenges

Accelerating Equitable Grantmaking: Seizing the Moment to Norm Multiyear, Flexible Funding

June 22, 2022

Over the course of the pandemic, more than 60 percent of foundations loosened restrictions and lightened reporting for grants. Now is the time to normalize these good practices across the sector, because flexible, multiyear grants, anchored in trust, are not only the right way to build grantee partnerships but also the smart way for grantmakers to create more impact, advance equity, and strengthen grantee organizations for the long run, as strong evaluations show.In October–November 2021 MilwayPLUS interviewed, surveyed, and conducted focus groups with 30 global funders and nonprofits that had significantly increased their percentage of multiyear, flexible funding over the past decade. The analysis surfaced five common barriers to making the shift and practical ways that boards, CEOs, and program officers have broken through, which nonprofits felt helped to share power. Moreover, the researchers also discovered five effective accelerators of change that both funders and grantees rated more significant than the barriers and could speed the transition. Among the accelerators was the adoption of an equity lens on grantmaking.To help funders and nonprofits harness this positive momentum for change, this toolkit offers tactics, resources, examples, and starting points. It seek to equip trustees, CEOs, program officers, and grantees themselves to overcome board biases and other barriers, to accelerate the shift to multiyear, flexible funding, and to embrace practices that create the greatest impact and strongest partnerships with their grantees.

Ethical issues and Good Practices; Grantmaking and Programme Management

Becoming Stronger Foundations: Examples of ambitious and effective practice from the first year of the Stronger Foundations self-assessment tool

March 8, 2022

This report by the Association of Charitable Foundations (ACF) found that a growing number of its members are pursuing ambitious and effective practice, driven by a desire to make the most of their resources that are increasingly in demand. Amid the global pandemic and a greater focus on inequality in society, foundations are seeking to strengthen their governance, be more transparent, reduce the burden on grantees and improve their staff and board diversity. 'Becoming Stronger Foundations' showcases more than 50 practical examples of how ACF members are putting into action the 'pillars of practice' from ACF's Stronger Foundations initiative. More than half of the examples are from smaller foundations awarding less than £1m a year in grants, showing that no type or size of foundation has a monopoly on being ambitious and effective. 

Ethical issues and Good Practices; Foundation Sector, History and Analysis

Funding the Future - How the climate crisis intersects with your giving

June 23, 2020

This guide illustrates how the climate crisis impacts funding portfolios and highlights where there are co-benefits with taking climate action. It looks at five key areas that we call 'climate intersections.'The findings and suggestions in this report are meant to shine a light on how you as a funder can increase your impact by applying a climate lens to existing work. You know your portfolio best, and are therefore well placed to think through what these intersections mean for your work. The report is also interspersed with case studies on funders and select NGOs who are already applying this lens to their work.

Environment and Sustainable Development; Ethical issues and Good Practices; Foundation Sector, History and Analysis; Grantmaking and Programme Management

Future of Philanthropy: the Key Trends : Meta-analysis of Forecasts

January 1, 2020

This working paper has been prepared at the request of the Center for Philanthropy Development of the Vladimir Potanin Foundation and offers a review of the key trends in global philanthropy development. It features and analyzes opinions of leading international experts and organizations of the philanthropic sector about factors, contexts and principles influencing philanthropy of the future, as well as cause-and-effect links between them. Better understanding of sector-wide and worldwide transformation processes would enable philanthropic organizations to use more informed approach to strategic target setting. The suggested vision of key development vectors in the sector may serve as a basis for further researches and professional discussions.

Ethical issues and Good Practices; Philanthropy, Theory, Philosophy and History; Technology and Foundations; Venture Philanthropy

EFC Gender Equality Network: Initial Gender Mainstreaming Assessment

December 1, 2019

The members of the Gender Equality Network have initiated an assessment to reflect on and share their experiences in integrating the gender dimension structurally into their organisational policies, practices and culture in the pursuit of greater equality.This report offers an initial analysis of the experiences and approaches of six funders; C&A Foundation, Foundation CHANEL, Joseph Rowntree Charitable Trust, King Baudouin Foundation, Open Society Foundations, and the Wellcome Trust.

Administration and Management; Ethical issues and Good Practices; Gender and Women

Foundation Horizon Scan: Taking the long view

November 1, 2019

This report explores the challenges foundations and grant-giving organisations will face over the next decade in order to maintain their legitimacy and impact. Nesta worked with the Centre for Public Impact on a literature review, carrying out interviews with 25 leaders in the field from the UK and internationally. Drawing on these insights, the authors isolated signals of change in the sector and focused on several 'clusters' of foundation practices. Finally, they highlighted some of the strategic choices that foundations will need to manage in the coming years. Along with the report, Nesta created a worksheet to help organisations understand where they sit on the spectrum of strategic choices described in the report, as well as a collection of seven 'provocations' on the future role of foundations over this pivotal decade.

Ethical issues and Good Practices; Foundation Sector, History and Analysis; Governance, Boards and Strategy

Diversity, Equity and Inclusion: The Pillars of Stronger Foundation Practice

October 3, 2019

Diversity, Equity and Inclusion: The Pillars of Stronger Foundation Practice is the first report emerging from the Stronger Foundations initiative. It sets out nine characteristics of excellent practice in a foundation, which include collecting data on diversity, implementing DEI practices in funding activities, and making itself accountable to those it serves and supports. 

Ethical issues and Good Practices

Insights into European Research Funder Open Policies and Practices

September 30, 2019

This report summarises the results of a survey of European research funders on Open Access (OA) and Research Data (RD) policies, commissioned by SPARC Europe, in consultation with representatives from the following organisations: ALLEA, the European Foundation Centre and Science Europe and a wider advisory group.Launched in the spring of 2019, the survey, which targeted about 400 funders, garnered just over 60 responses from 29 countries. The cohort includes important national funding agencies (almost 50%), pan-European funders, national and regional academies, foundations and philanthropic organisations and research charities. 

Ethical issues and Good Practices; Foundation Sector, History and Analysis; Grantmaking and Programme Management; Science and Technology

Gender-Lens Philanthropy: A practical guide for Canadian foundations

September 1, 2019

What does it mean to a foundation to apply a "gender lens" to their work? This gender-lens granting guide is part of a series of learning tools and resources to support foundations on how to apply a gender lens in their work. Gender is a key piece in the diversity, equity and inclusion puzzle as more foundations think about the impact of their grantmaking and doing its part in working towards equity in all forms, including gender.

Ethical issues and Good Practices

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