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

Climate philanthropy networks : Shaping and supporting the philanthropy ecosystem in the field of climate

May 2, 2022

This mapping shows the growing diversity and number of networks that have embraced the mission to support and grow the development of the philanthropy ecosystem in the field of climate. The twenty-one organisations presented range from those that are solely dedicated to climate issues to more general networks that work in a range of areas. Each profile gives a flavor of the organisation or platform's activities and goals. This mapping exercise is part of the activities of the Philanthropy Coalition for Climate (https://philea.eu/how-we-can-help/initiatives/philanthropy-coalition-for-climate/), a group of foundations, philanthropy infrastructure organisations and other partners gathered around the aim to empower philanthropy to drive bold climate action and transformational change in Europe and beyond.

Collaborative Philanthropy and Partnerships; Environment and Sustainable Development
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

Rules and Incentives: Mapping the Legal Framework for Non-profit Organisations and Philanthropy in Latin America and the Caribbean

April 19, 2022

For the past two years, WINGS, the Centro de Filantropía e Inversiones Sociales de la Escuela de Gobierno de la Universidad Adolfo Ibáñez (CEFIS UAI) and the Lilly Family School of Philanthropy of Indiana University, have worked together to develop a comparative study on the legal frameworks in Latin America and the Caribbean that regulate donations and the life cycle of non-profit organisations.  In this report, you will find detailed information from 19 countries that reveals what regulations hinder and which ones help philanthropy in the region.

Legislation and Taxation

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

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

Learning Through Play: Increasing impact, Reducing inequality

January 1, 2021

What is the potential of children's play to promote equality in outcomes and address learning gaps between children from more advantaged and less advantaged backgrounds? Drawing evidence from early childhood learning programmes across 18 countries, as well as from interviews with the authors of various contributing studies, this report aims to understand whether and how the evidence about play and learning relates to tackling the learning crisis, especially in terms of inequality in learning outcomes around the globe.This report published by the LEGO Foundation shows that play not only helps children learn, it also supports inclusion, and reduces inequality, therefore demonstrating that policymakers and international organisations need to pay close attention to play. Building on their findings, the authors suggest four areas for future investment, innovation and investigation.

Education; Evaluation and Learning; Socio-economic Development, Poverty

Reflecting on the Past to Transform the Future: Lessons Learned from Grantmaking in Promoting Health Equity and Responding to Crisis

August 1, 2020

Some of the Kellogg Foundation's journey in health programming is illustrated in this Health Legacy essay. Additionally, three key international and national gatherings on the social determinants of health brought together health experts and community-based leaders to share models and lessons across gender, age, cultures, populations, geographies and institutions.These proceedings highlight a growing understanding of the interdependencies that shape community health:Salzburg Seminar: The Social & Economic Determinants of the Public's Health, April 2000Salzburg Seminar: The Social & Economic Determinants of the Public's Health, October 2001Racial and Ethnic Health Disparities: Schools of Public Health Respond as Engaged Institutions, WKKF's 75th Anniversary Seminar on Public Health, April 2005As COVID-19 crossed the globe and led to closed international borders and stay-at-home orders, it has engendered a public health crisis unlike any other in generations. The pandemic highlights what has long been present yet invisible to many. Now the call for action to address health inequities is gaining traction in ever-widening circles. Given our longtime work with communities, experiences in emergency grantmaking and partnership with researchers and advocates to address health and social inequities, we offer the following framework and lessons from our journey.

Health

Our Common Purpose: Reinventing American Democracy for the 21st Century

June 12, 2020

"Our Common Purpose: Reinventing American Democracy for the 21st Century" is the work of the US national and bipartisan Commission on the Practice of Democratic Citizenship, convened by the American Academy of Arts and Sciences. It presents 31 recommendations - across political institutions, political culture, and civil society - which are the product of two years of work and nearly 50 listening sessions with Americans around the country, which sought to understand how American citizens could obtain the values, knowledge, and skills to become better citizens. Collectively, the recommendations lay the foundation for an essential reinvention of the American democracy supported by the increasement of citizens' capacity to engage in their communities.

Social Aims of Finance: Rediscovering Varieties of Credit in Financial Archives

January 1, 2020

The papers included in this volume are a selection of those presented at a joint eabh and Fondazione 1563 conference in 2018 in Turin, Italy. The conference sought to expand upon research in the field of social responsibility and ethical finance and saw over 150 attendees examine the connections between banking and charity, ethics and profit and explore case studies of financial from across the world.Papers ranged from Italian Monte di Pietà in the Middle Ages to the recent advent of contemporary impact financing, from rural moneylenders in Western India to the mutualism of French agricultural credit, from the Swedish savings banks and the British building societies to the German and Dutch Raiffeisen banks, from Rothschild philanthropy to the public economic and social aspects of the Italian banking system, from the Spanish bank archives to those in Canada and South Africa. Each paper ends with a list of bibliographical references.

Finance and Investment; Philanthropy, Theory, Philosophy and History

Grantmaking With a Racial Justice Lens : A Practical Guide

December 1, 2019

The new Grantmaking with a Racial Justice Lens: A Practical Guide, written by PRE Senior Fellow Rinku Sen and Executive Director Lori Villarosa with contributions from Maggie Potapchuk, Lisa McGill, and Makani Themba, provides grantmakers with reflections, frameworks and tools built from the direct experience of activists and funders for advancing racial justice in any philanthropic setting.

Minorities, Social Inclusion, Multiculturalism

We the People: A Philanthropic Guide to Strengthening Democracy

September 13, 2019

Multiple surveys over the past decade have revealed a trend of declining confidence in democracy among Americans. While many factors contribute to this growing sense that democracy is weakening, there are practical and thoughtful efforts underway to reverse these sentiments. The Center for High Impact Philanthropy's "We the People: A Philanthropic Guide to Strengthening Democracy" creates a framework for anyone looking to strengthen the democratic system.To assist donors who are ready to act immediately, CHIP has published a supplement, "We the People: Nonprofits Making an Impact to Strengthen Democracy," highlighting initiatives and organizations that are strengthening democracy through civic engagement and local media. (https://www.impact.upenn.edu/wp-content/uploads/2019/09/We-the-People-Nonprofits.pdf)

Grantmaking and Programme Management; Human Rights, Citizenship, Democracy; Journalism and Media; Nonprofit and Voluntary Sector, Civil Society

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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