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

Philanthropic Taxonomies: The Swiss Case : Practical Insights

July 12, 2023

While there are a variety of different taxonomies used for classifying philanthropic activities in Europe carried out by specific organisations or in specific countries, we believe that there are still significant gaps in understanding the broader philanthropic landscape. Through practical insights, this paper explores the diverse uses and benefits of taxonomies, and highlights how taxonomies contribute to better research, informed decision-making, enhanced collaboration and improved coordination, accountability, and transparency within the philanthropic sector. These insights build on the webinar "Common Taxonomies in European Philanthropy", held on 28 March 2023 as part of the Data on Philanthropy – By us, for us webinar series organised by Philea and ERNOP. To help make all of this concrete, this paper features a brief case study on the successful implementation of a philanthropy taxonomy by SwissFoundations. This case study showcases the key factors that led to its success and presents major findings that have emerged from its use and adoption.

Foundation Sector, History and Analysis; Knowledge and Data Management
Featured

How Foundations Listen : A Qualitative Review by Luisa Bonin

March 23, 2023

This report is the result of a partnership between Philea and Luisa Bonin, a visiting fellow from Brazil at the Maecenata Foundation in Berlin. Luisa`s project on strategic philanthropy was selected for the 2021/2022 cohort of the "German Chancellor Fellowship for Prospective Leaders," a programme of the Alexander von Humboldt Foundation. The goal of this report is to take a deep and qualitative look into the listening practices of European foundations. Talking about listening can sound subjective, but this report shows how this process can be viewed objectively and how these learnings can be used to start improving listening practices within foundations. An executive summary, as well as further reading and resources, are included.

Ethical issues and Good Practices; Grantmaking and Programme Management

Taking the Pulse of the European Foundation Sector : Moving from Proving Impact to Improving Impact

January 1, 2022

This report contains key insights, survey data and case studies from the first year of the European and Spanish Communities of Practice on Impact Measurement and Management (IMM), coordinated by the Esade Center for Social Impact with the support of BBK. These groups of foundation professionals from 15 countries have come together to increase the level of transparency, knowledge-sharing and exchange within the European foundation sector on this topic. Building on the transcribed discussions and surveys of approximately 40 European foundations, the authors have developed several learnings they hope will help the whole European foundation sector, as well as any other organizations that want to measure and manage their impact. In this perspective, the report also includes tables outlining what the different 'levels' of practice might be, so that the reader can understand what the impact management learning journey looks like at different stages (beginner, on the journey, and advanced).In addition to the present report, the following page provides links to the recording of the launch of the report as well as presentation slides: https://www.esade.edu/en/faculty-and-research/research/knowledge-units/center-social-impact/research/community-practice 

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

EUFORI Study: European Foundations for Research and Innovation (Synthesis Report)

July 1, 2015

This report provides a thorough and comprehensive analysis of the contributions that foundations make to support research and innovation in EU Member States, Norway and Switzerland. Over the last 25 years, the role of foundations as supporters of research and innovation in Europe has grown significantly in scope and scale. However, the landscape is fragmented and, till now, largely uncharted. Little is known about the vast majority of such foundations, their activities or even their number, and information about their real impact on research and innovation in Europe was very limited. A team of national experts in the EU 27 (and Norway and Switzerland), led by VU University Amsterdam, has therefore been commissioned by the European Commission to study foundations' contribution to research and innovation in the EU under the name EUFORI. This study helps fill this knowledge gap by analysing foundations' financial contributions, and provides useful insights into the different ways they operate. It also identifies emerging trends and the potential for exploring synergies and collaboration between foundations, research-funding agencies, businesses and research institutes.

Foundation Sector, History and Analysis; Science and Technology

Comparative Highlights of Foundation Laws: The Operating Environment for Foundations in Europe 2015

June 7, 2015

This publication aims to provide the reader with a comparative overview of the diverse legal and fiscal environments of foundations in 40 countries across wider Europe: the 28 EU Member States, plus Albania, Bosnia and Herzegovina, Kosovo, Liechtenstein, Macedonia, Montenegro, Norway, Russia, Serbia, Switzerland, Turkey, and Ukraine. It includes charts, draw on the basis of the updated online EFC (European Foundation Centre) Legal and Fiscal Country Profiles, which are available to download at www.efc.be. The EFC online profiles include more detailed country information and further explanation of the information presented in those charts.

Foundation Sector, History and Analysis; Legislation and Taxation

Panorama de la Philanthropie en Europe

April 1, 2015

This document presents the philanthropic landscape in Europe. Ten countries are considered. Individual giving as well as the foundation sector are considered. It includes statistical data, and comparisons with US philanthropic sector.

Foundation Sector, History and Analysis; Giving and Volunteering; Legislation and Taxation

An Overview of Philanthropy in Europe

April 1, 2015

This document presents the philanthropic landscape in Europe. Ten countries are studied. Individual giving as well as foundation giving are considered. It includes statistical data and comparisons with the US philanthropic sector.

Foundation Sector, History and Analysis; Giving and Volunteering

Comparative Highlights of Foundation Laws: The Operating Environment for Foundations in Europe 2015 (Chinese Translation)

January 1, 2015

This publication aims to provide the reader with a comparative overview of the diverse legal and fiscal environments of foundations in 40 countries across wider Europe: the 28 EU Member States, plus Albania, Bosnia and Herzegovina, Kosovo, Liechtenstein, Macedonia, Montenegro, Norway, Russia, Serbia, Switzerland, Turkey, and Ukraine. It includes charts, draw on the basis of the updated online EFC (European Foundation Centre) Legal and Fiscal Country Profiles, which are available to download at www.efc.be. The EFC online profiles include more detailed country information and further explanation of the information presented in those charts. (Edition translated from English to Chinese)

Legislation and Taxation

Gemeinnützige Stiftungen : Wie Wir Österreich Zum Blühen Bringen

October 1, 2014

This document intends to illustrate the situation of the non-profit foundations in Austria, what are their current activities and their potential development for the future.

Foundation Sector, History and Analysis

Die Honorierung der obersten Leitungsorgane von Nonprofit-Organisationen

March 1, 2012

Study about remuneration of Swiss board members in the NPO sector. Conclusion: remuneration does not put public benefit status at risk. It is considered as an appropriate tool to balance the liability of volunteers.

Ethical issues and Good Practices; Governance, Boards and Strategy

Five Assumptions About Volunteering

December 1, 2011

As the European Year of Volunteering comes to a close, Sibylle Studer, scientific researcher at CEPS, makes five assumptions that shed light on less frequently discussed issues of volunteering.

Giving and Volunteering

Acclaimed! Prizes, Awards and Distinctions Granted By Swiss Foundations: Planning, Designing and Informing

January 1, 2010

This study, mandated by the Sophie and Karl Bindung Stiftung and the Velux Stiftung, provides valuable insight into the topic of awards and prizes by addressing new issues and should thus help to initiate a discussion on and the evaluation of foundation prizes, thereby ensuring their greater impact in the future.

Foundation Sector, History and Analysis; Grantmaking and Programme Management

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