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

Assessing Research for Philanthropic Funding : Innovative Approaches

September 1, 2023

This publication on responsible research assessment aims to explore diverse approaches taken by foundations to enhance the fairness, transparency and effectiveness of evaluating research proposals for funding. The publication delves into three distinct methodologies that challenge traditional assessment methods and offer innovative alternatives: 1. Using artificial intelligence (AI); 2. Adopting narrative curriculum vitae (CVs); and 3. Implementing randomised selection. It provides an overview of general principles of responsible research assessment, key framing documents and recommendations for implementing these principles; and offers examples of the real-world application of these methods by various foundations and organisations.While these approaches demonstrate the innovative potential within research assessment, they are by no means an exhaustive representation of all available tools and methods. Nevertheless, they serve as compelling illustrations of the ongoing efforts to revolutionise evaluation practices and foster a more inclusive and equitable research ecosystem.

Ethical issues and Good Practices; Evaluation and Learning; Grantmaking and Programme Management; Science and Technology; Technology and Foundations
Featured

Safeguarding & participatory grant-making: An essential guide for funders

April 18, 2023

This document includes guidance on how to consider safeguarding in the planning, delivery, and review of participatory grant-making processes. Its primary focus is to ensure that those involved in participatory grant-making processes, whom we call decision makers, are kept safe from harm.Questions for decision makers to funders is a handout that these decision makers can use if they are considering getting involved in a participatory grant-making process. It includes questions they can ask funders to check if they have sufficiently considered safeguarding measures in their planning.

Grantmaking and Programme Management
Featured

Foundation funding for climate change mitigation: Europe spotlight

October 12, 2021

This is the most comprehensive report ever published on philanthropic climate change mitigation funding in and from Europe. It draws on 6,230 grants, worth €1.8 billion ($2 billion), from 136 foundations across Europe.The funding trends analysed in this report will enable foundations to make improved data-driven decisions about future investments, civil society organizations to better understand where funding is going, and policymakers to arm themselves with data about gaps in public funding that the philanthropic sector might be filling, or what it may be missing.

Environment and Sustainable Development; Food and Agriculture; Foundation Sector, History and Analysis; Philanthropy, Theory, Philosophy and History

Responsible AI Adoption Framework in Philanthropy: An Initial Framework for Grantmakers

December 6, 2023

As society grapples with the increasing prevalence of AI tools, this framework addresses the need for grantmakers to adopt AI in alignment with their core values. It emphasizes the responsibility of philanthropic organizations to ensure that the usage of AI enables human flourishing, minimizes risk, and maximizes benefit. Beyond AI adoption, the framework also calls for foundations to play a crucial role in advancing the responsible use of AI for nonprofit enablement.

Ethical issues and Good Practices; Science and Technology; Technology and Foundations

Evaluation of the Shifting Systems Initiative

June 22, 2023

Since its launch in 2016, the Shifting Systems Initiative has played a vital role in catalyzing change within the philanthropy sector. It has conducted extensive research and facilitated numerous convenings, engaging funders and partners across the globe, including the United States, Europe, Africa, Asia, and Latin America.In June 2020, the initiative entered its latest phase, which involved commissioning a comprehensive evaluation to assess the evolution of system change as a field, the initiative's role in driving that evolution, and to inform its future direction.The evaluation report pursued five central strands of inquiry, examining the impact and effectiveness of the Shifting Systems Initiative and the sector more broadly. The primary objectives were to assess the extent to which the philanthropy sector has embraced the concept of systems change; explore the influence of the initiative on discourse and practices within philanthropy; analyze critical successes and challenges encountered by the initiative; understand effective strategies to influence philanthropic behavior; and identify opportunities for operational and governance improvements.The evaluation report features significant findings and key insights, shedding light on the impact of the Shifting Systems Initiative and others in the field. It provides valuable guidance for shaping the next phase of the initiative and serves as a vital resource for actors engaged in systems change within philanthropy.

Ethical issues and Good Practices; Evaluation and Learning; Grantmaking and Programme Management

Philanthropy and Society

December 1, 2022

Speech given by Antonio Barreto at the International Conference "The Challenges of Society and the place of philanthropy in today's world", held in Lisbon on 10 October 2022.

Philanthropy, Theory, Philosophy and History

Advancing Human Rights : Annual Review of Global Foundation Grantmaking, 2019 Key Findings

November 1, 2022

Every year, Candid and Human Rights Funders Network's (HRFN's) Advancing Human Rights research reveals insights from the latest, most comprehensive data available for global human rights philanthropy. The goal of this study is to provide long-term evidence to understand gaps, changes, and new possibilities in resourcing human rights. In this year's analysis, the authors track the $4.1 billion that foundations granted in 2019 in support of human rights. This represents a 10% increase from the previous year and points to several hopeful and surprising trends.

Foundation Sector, History and Analysis; Human Rights, Citizenship, Democracy; International Affairs, Global Challenges

Conservation Learning Initiative: Learn from evidence. Improve Conservation

October 20, 2022

The conservation community needs smarter and more successful actions to improve the impact of its work. For example, it is not always clear how to create training programmes that improve performance in a lasting way, or what the ingredients of a successful conservation partnership are, or how donors can set up funding so that grantees can work in a strategic and sustainable way.One way of designing successful, effective actions is through using insights from evidence-based learning. Recent years have seen significant steps forward in developing concepts for defining and using evidence in conservation. In late 2021, the MAVA Foundation, Foundations of Success (FOS), and Conservation Evidence joined forces in an initiative to build further on this work.Combining the strengths of their approaches with MAVA's treasure of nearly 30 years of conservation data, they set out to formulate assumptions and collect evidence to answer key learning questions. The results of this joint work are now available on the Conservation Learning Initiative website (https://conservation-learning.org/) and in a consolidated report.The website and report present:A practical 5-step approach for evidence-based learning in conservation, designed for combining different sources of evidence, dealing with differences in reliability and relevance, and drawing conclusions.Valuable insights based on data regarding four widely used conservation strategies: capacity-building, forming partnerships and alliances, providing flexible funding, and research and monitoring.The lessons learned will help conservationists fine-tune their work or investment to increase their conservation impact. By applying the approach on their own data, they can learn from evidence to make better decisions and improve strategies over time.

Environment and Sustainable Development; Evaluation and Learning

Giving in Numbers 2022 Edition

October 20, 2022

CECP's Giving in Numbers is the premier industry survey and research, providing standard-setting criteria in a go-to guide that has defined the field and advanced the movement. Over 21 years, CECP has created the largest and most historical data set on trends in the industry, shared by more than 617 multi-billion-dollar companies, representing more than $388 billion in corporate social investments over that time span. The report is embraced by professionals across all sectors globally to understand how corporations invest in society, with topics ranging from cash and in-kind/product, employee volunteerism and giving, and impact measurement. From quick questions, to presentations to company teams, boards, and CEOs, CECP is a trusted advisor to companies, analyzing Giving in Numbers data to provide customized insights to advance strategy and measure the business value.

Corporate Philanthropy

The State of Global Air Quality Funding 2022

September 20, 2022

The only global snapshot of clean air funding from donor governments and philanthropic foundations. This report highlights funding trends and gaps in 2015-2021, as well as recommendations for smarter investment for people and planet.99% of the world's population breathes air that exceeds World Health Organization air quality guidelines. Cleaning the air is a massive opportunity to improve public health and climate change. Because air pollution and climate change are mainly caused by burning fossil fuels, these problems can be tackled together. By addressing these issues in isolation, funders and policymakers drastically overlook the potential of clean air to realise multiple health, social and sustainable economic benefits.Our fourth annual report is the only global snapshot of projects funded by international development funders and philanthropic foundations to tackle air pollution. We identify gaps in funding, and opportunities for strategic investment and collaboration for systemic change. As the world prepares for COP27 in Egypt, we call for more joined up policies and funding to address air pollution, climate change and unsustainable economic growth simultaneously. This report provides recommendations for decision makers, policy makers and philanthropic foundations.

Environment and Sustainable Development; Foundation Sector, History and Analysis; Health

The State of Global Giving by U.S. Foundations: 2022 Edition

September 20, 2022

For 25 years, the Council on Foundations and Candid have partnered on studies of globally focused giving by U.S. foundations. The new edition of The State of Global Giving by U.S. Foundations dives into 2016-2019 data to provide the latest perspective on how the nation's foundations are supporting critical efforts to improve health outcomes, address climate change, offer access to education, ensure human rights, and engage with a wide array of other global priorities. Through interviews with a selection of global funders, Global Giving also offers insights on how foundations are addressing the critical challenges of our time and where they see signs of optimism and opportunity going forward.Key Report FindingsU.S. private and community foundations included in Candid's Foundation 1000 dataset awarded globally focused grants totaling $8 billion in 2019—close to four times the approximately $2.2 billion awarded in 2002.Health accounted for 49 percent of global grant dollars.The largest shares of funding focused on the Sub-Saharan Africa (25.1%) and Asia & Pacific (17.7%) regions.Among the many issue areas supported by foundations, human rights has realized the fastest growth in global support in recent years. In the 2016-2019 period, human rights reached 11 percent of global foundation grant dollars, up from less than 7 percent in the 2011-2015 period.Roughly 13 percent of U.S. foundations' global grant dollars went directly to organizations based in the country where programs were implemented in the 2016-2019 period, up marginally from approximately 12 percent in the 2011-2015 period.Funding by Foundation 1000 foundations for efforts to counter or mitigate the impact of climate change in the United States and globally totaled nearly $1.8 billion in the 2016-2019 period, up from $1.3 billion in the 2011-2015 period.The Bill & Melinda Gates Foundation accounted for 44% of global giving by U.S. foundations from 2016 to 2019.

Foundation Sector, History and Analysis

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