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

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

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

Emerging Impacts: The Effects of MacKenzie Scott’s Large, Unrestricted Gifts : Results from Year Two of a Three-Year Study

November 28, 2023

This report outlines the extent to which Mackenzie Scott's unrestricted funds have had an effect on recipients of her funding. Over three years, she gave more than $14 billion in unrestricted support to more than 1,600 organizations. An analysis of her donations are included within, inclusive of the challenges, surprises, effects and figures of how this funding affected recipients over the past 1-3 years. 

Finance and Investment; Nonprofit and Voluntary Sector, Civil Society

Shifting Power to Shift Systems: Insights and Tools for Funders

December 8, 2022

This report summarizes insights relating to power dynamics from leaders and experts on driving systems change.Over the course of three months in early 2022, Rockefeller Philanthropy Advisors' Shifting Systems Initiative hosted a series of eight workshops focused on power and equity in philanthropy. During these workshops, an invited group of funders and other partners discussed the role of power dynamics in effectuating the systems change needed to address increasingly complex global challenges.The honest and rich conversations during those workshops surfaced several important themes and insights on how to balance power in a way that drives rather than inhibits change. This report distills some of the practical actions that funders can take in order to reduce that power imbalance, including:Shifting internal vision and practices to embrace a vision of society based on global solidarity and distributed leadership.Fostering a culture of learning, growing, and experimenting through exploring new tools and resources, sourcing fresh and emergent perspectives, and funding grantees without restrictions.Embracing equitable evaluation and impact assessment practices by recruiting evaluation teams and consultants who are culturally competent and possess lived experience, and by working with grantees to create relevant metrics of success that define impact on their terms.The report also contains conceptual frameworks and actionable resources that can enable funders to create equitable processes and practices, and to embed equity as a core principle and building block of systems change. We hope this publication will be a meaningful contribution towards moving the practice of philanthropy away from its inequitable origins and practices, and towards more equitable practices that will ultimately enable it to shift power and systems.

Ethical issues and Good Practices; Grantmaking and Programme Management

Landscape Study of Women’s Funds and Foundations – Part 1

October 21, 2022

The central aim of this study is to add necessary insight into what we know about who, what, and how women's funds and foundations - within the WFN alliance - approach their work. This subgroup is important because WFN member funds not only share values, but they also share the ability to create the local enabling partnerships and resources that scale successful prototype projects and catalyze short, and long-term success. Further, WFN's operating premise is that large scale social change comes from collective impact and catalytic leadership versus the isolated efforts of individual organizations. WFN creates a deliberate space for learning, reflection, and dissemination of the most promising practices. Specifically, at this moment of global change, it's necessary to examine this subset of women's funds and their activities at the intersections of racial and gender justice.This report is the first a series of three reports. Part I focuses on the people and organizations in our alliance; Part II will examine programming strategy including advocacy and grantmaking priorities; Part III will discuss how women's funds shift power through equitable community-based grantmaking.

Foundation Sector, History and Analysis; Gender and Women

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

A Year of Learning: Educating the Philanthropic Community About Racialized and Stigmatized Nonprofits

October 1, 2022

The Muslim nonprofit sector is diverse and young, with many organizations established in the post-9/11 era. The Muslim nonprofit sector has been under scrutiny and faces discrimination in the form of Islamophobia. The racialized and stigmatized identity of Muslims has further increased the disconnect between the Muslim nonprofit sector and the philanthropic community. This report paper examines the work of the Year of Learning and its attempts to educate philanthropic leaders about the importance of engaging with racialized minorities including US Muslims. It raised the following questions: Why is there a lack of interaction between the racialized nonprofit sector and the foundation world? What are the challenges? This research suggests that the most powerful way to overcome these challenges is by engaging and educating both sides.

Grantmaking and Programme Management; Minorities, Social Inclusion, Multiculturalism

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

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

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.

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