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

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
Featured

Insights on how the work of EFC members changed in 2020 : March 2021

September 1, 2021

At the beginning of 2021, following a challenging year of transformation seen across the globe, the EFC surveyed the steering committee members of its Thematic Networks to get an understanding of how their work and organisations changed in 2020.In this follow up to the 2020 publication "EFC Members' Responses to the Covid-19 Pandemic : Results from EFC Survey March-June 2020", the EFC regroups their answers and reflections in a compilation of interesting initiatives.

Foundation Sector, History and Analysis; Grantmaking and Programme Management; International Affairs, Global Challenges
Featured

Organisational Development : A Preliminary Overview

July 1, 2021

The European Foundation Centre undertook a survey to better understand existing organisational development practices among its members. The results of the study served also to inform the launching event of its newly created community of practice focusing on organisational development support.

Grantmaking and Programme Management
Featured

Philanthropy Prizes

September 15, 2019

This publication provides a brief insight into the wide variety of prizes and awards offered by EFC members and the wider philanthropic sector. The list is not exhaustive but instead offers a selection of prizes that showcase the diverse thematic areas and sectors of  work that prizes can be found recognising, supporting and inspiring.

Grantmaking and Programme Management

Centering equity and justice in climate philanthropy

June 9, 2022

Despite its urgency and potential, according to available funding data, most institutional funders do not incorporate climate or climate justice strategies into their work, largely relegating it to a few environmental funders. As a result of underestimating its importance and its connection to other philanthropic priorities, not enough funding is flowing to climate change efforts and even less of it for reducing harm to communities most impacted by the climate crisis.This field guide for funders identifies common barriers to supporting climate justice strategies, describes ways to overcome them, and shares insights and case studies from experienced funders who have helped their institutions use a climate justice lens for greater impact within their existing grantmaking priorities.

Environment and Sustainable Development; Governance, Boards and Strategy; Grantmaking and Programme Management; International Affairs, Global Challenges

Choosing Change: How to Assess Grant Proposals for Their Potential to Address Structural Inequality

May 2, 2022

The COVID-19 global pandemic exacerbated longstanding disparities by race, gender, and socioeconomic status. Individuals, communities, and countries that were already vulnerable were even more at risk. The Choosing Change toolkit can help individual donors and institutional grantmakers at all levels identify proposals and teams whose work addresses the structural inequalities that prevent people from surviving, let alone thriving.

Grantmaking and Programme Management

Mission-Aligned Investing: How We Assess Our Progress

April 4, 2022

This report focuses on impact and ESG investing to share how our investment team thinks about the non-financial returns from our portfolio. Impact and ESG investment metrics remain a work in progress across the industry. Over time, Agility and the RBF have adopted an increasingly more comprehensive lens to assess the non-financial outcomes of our mission-aligned investments. The report details the RBF's 2021 transition to a multi-pronged approach to impact and ESG metrics, including:Considering both qualitative and quantitative data, recognizing that impacts can be positive or negative.Using the Global Impact Investing Network (GIIN) IRIS+ catalog of generally accepted impact performance metrics to measure social, environmental, and financial success.Adopting the United Nation's 17 Sustainable Development Goals (SDGs), which many have seen as an industry standard, as a method for categorizing ESG and impact goals.Actively engaging with industry coalitions and efforts to further standardize ESG and impact metrics.Aligning our endowment with our mission extends beyond the investments in the portfolio to other steps we, as investors, can take to influence corporations, fund managers, and other asset owners. The report also details our focus areas for intended impact, areas of growth, and shareholder engagement activities. The RBF developed and implemented revised proxy voting guidelines in 2017 and partners with Agility and Institutional Shareholder Services, Inc., in the implementation and subsequent reporting phases of shareholder engagement and proxy voting. The RBF exercised its proxy votes on a range of issues in 2021, including human rights, workplace and board diversity, sustainability and climate change, and others. The report shows how RBF proxy voting reflects and builds on larger trends in shareholder engagement over the last several years.

Finance and Investment; Grantmaking and Programme Management

A Handbook on anti money laundering and countering financing of terrorism for not-for-profit organisations in West Africa

February 8, 2022

Non-Profit Organisations (NPOs) perform a vital role in different communities worldwide, often remote, and challenging/hard to reach.Their functions may include but not limited to providing relief and support to groups of the population in need in urgent crisis; advocating for peace, democracy, and the rule of law in countries that suffer deficits of the same; striving for the realisation of human rights and fundamental freedoms and promoting a human rights culture in a non-violent way.Unfortunately, the FATF policy regulation has linked some non-profit organisation operations and funding to illicit sources and the facilitation of discrete processes and intent to finance terrorism.

Grantmaking and Programme Management; Legislation and Taxation

Forgotten by Funders

December 1, 2021

This report highlights the underfunding of work with and for imprisoned and formerly imprisoned women and girls,  alongside a worrying increase in the global female prison population. The report draws from the survey responses of 34 organisations, most of which are based in the Global South and have women with lived experience of the justice system involved with or leading their work. Calling to donors that fund human rights, women's rights and/or access to justice, the report concludes that this heavily gendered area of human rights tends to fall through the cracks of donor strategies, including recent Gender Equality Forum pledges. 

Gender and Women; Grantmaking and Programme Management; Human Rights, Citizenship, Democracy

Be an Octopus : Reflections from an Engaged Donor

November 1, 2021

After more than 25 years of activity, and one year before the closing of MAVA, a small group of staff members reflected on what it really means to be "an engaged donor". In this report, they explore ways of engagement for donors, reflect on those they have experimented, putting an emphasis on improving project design and implementation, supporting partner organisations and high potential individuals, and increasing the system connectivity.Also included are key lessons learnt presented around the issues of optimal timing, depth of engagement, human relationships, appropriate staffing, decision-making model and communicating vs labelling a donor-partner affiliation. The authors try to address concrete questions faced in their engaged donor day-to-day life. This report is part of a series of learning products developed by MAVA (due to close down in 2022) to reflect on and share the foundation's learnings about institution processes and ways of working, with the aim of inspiring donor strategies and best practices. Other learning products are available in this virtual library and here: https://mava-foundation.org/learning/ 

Administration and Management; Evaluation and Learning; Foundation Sector, History and Analysis; Grantmaking and Programme Management

Shifting the Field: Philanthropy’s role in strengthening child- and youth-led community rooted groups

April 1, 2021

In 2019, Elevate Children Funders Group commissioned the exploratory study, 'Philanthropy's role in strengthening child- and youth-led community rooted groups.' The objective of this study was to map current practices in philanthropic support for child and youth led work at the community level and provide strategic advice to donors on how to strengthen their funding modalities through participatory approaches to achieve greater and more effective impact. The findings and recommendations from this process—conducted through literature review, key informant interviews, focus groups, and online surveys with funders, child- and youth-led community rooted groups, and non-funders—articulated in this report will pave the road for members of ECFG to challenge their own practices; build on the broader philanthropic momentum to shift money down to the grassroots level; explore ways to influence the broader philanthropic sector; and influence and shift the wider donor community thinking and approaches.

Children and Youth; Community Philanthropy; Evaluation and Learning; Grantmaking and Programme Management

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