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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The Water of Systems Change

June 4, 2018

Foundations involved in systems change can increase their odds for success by focusing on the least explicit but most powerful conditions for change, while also turning the lens on themselves.Through defining the 6 conditions of systems change and highlighting organizations that are shifting systems, The Water of Systems Change explores:How systemic conditions perpetuate inequity and reinforce racism, sexism, or ableism;The critical need for foundations to focus on changing relationships and connections, power dynamics, and mental models in their work;How foundations can build the capacity to support systems change internally and externally.

Grantmaking and Programme Management; Philanthropy, Theory, Philosophy and History

Better together? A Study on Philanthropy and Official Development Assistance

February 1, 2017

Based on a survey among philanthropic foundations (N=55) from all continents, this study sheds light on the relationship between foundations and official development assistance (ODA), on strategies, size and intervention principles used by these foundations and identifies barriers and common ground for building mutually empowering relationships.Results show that foundations tend to focus on vulnerable groups (women, youngsters) in the poorest regions of the world. Most support takes the form of pro-actively searching for local partners in the global South to make grants aimed towards education, health, economic and community development. However, it should be noted that a significant percentage of the budget for charitable support is spent in the country that is home to the foundations.Experience in collaborating is mostly positive, perceived benefits outweigh the downsides and this perception becomes stronger as collaboration increases. Improved scalability is the most important benefit, increased bureaucracy and loss of flexibility most cited as perceived downside. Perceived gaps in collaborations are mutual agreement on expectations and accountability, degree of commitment to the partnership, communication, and the alignment of strategy, mission, and values. Ways to improve collaboration could be to match tasks with structures, and to focus on alignment of culture and values.A suggested typology, in which foundations were classified by their founders, motives and historical background, can be used for developing relationships with foundations.

Collaborative Philanthropy and Partnerships; Humanitarian and Disaster Relief; Socio-economic Development, Poverty

The state of Arab philanthropy and the case for change

July 13, 2016

The Arab Foundations Forum (AFF) has spent the past two years studyingthe landscape in which the forum functions. AFF, as a membership-basednetwork of philanthropic foundations based in and/or working in the Arabregion, is uniquely positioned to canvass the region's donors, grantmakers,and civil society players, and to draw conclusions about the stateof the region's philanthropic sector. The overarching conclusion presentedin this viewpoint is that there are many challenges, but also ways in whichwe can help to mitigate these challenges over time. The article points tothree key ways in which the philanthropic sector is being challenged.

Foundation Sector, History and Analysis

Knowledge Sharing in Action: The Case of Concern Worldwide's Knowledge Matters

June 30, 2014

This Praxis Note describes how Concern Worldwide has been able to provide the means, motivation, and opportunity for staff to document and share their experience based knowledge for organisational learning purposes. This is an area that various organisations struggle with. It is hoped that the issues discussed in this note could prove useful to others who seek to crack the 'knowledge sharing genie'.

Administration and Management; Knowledge and Data Management

Diversity Metrics Forum: Developing Standards for the Collection of Data on Diversity in Philanthropy

September 1, 2010

In recent years, private foundation leaders have found themselves in the national spotlight due to growing public concern about the lack of available data on the diversity of foundation staff and boards, as well as grantee organizations and the communities they serve with the support of philanthropic dollars. This report summarizes the discussions that took place at the Diversity Metrics Forum, which brought together 47 foundation leaders, researchers, and representatives of philanthropic infrastructure organizations to discuss strategies for systematically collecting data on diversity in philanthropy.

Ethical issues and Good Practices; Knowledge and Data Management

Foundations Today: Growth and Giving Estimates, 2007 edition

April 7, 2008

Foundation Growth and Giving Estimates is part of the annual Foundations Today Series of reports on foundation growth and trends in foundation giving. It provides a "first look" at 2006 giving and directions for 2007 giving, together with aggregated actual 2005 giving and asset figures for more than 71,000 grantmaking U.S. foundations.

Foundation Sector, History and Analysis

The State of Corporate Philanthropy: A McKinsey Global Survey

February 1, 2008

This article exhibits respondents' views about how their companies approach corporate philanthropy. Corporate philanthropy can be an effective tool for companies that are trying to meet consumers' rising expectations of the role businesses should play in society. The survey also suggests, however, that companies aren't using that tool as well as they could. Executives doubt that their philanthropy programs fully meet their social goals or stakeholders' expectations for them. Statistical data included.

Corporate Philanthropy

Advancing Equality: What Can Foundations Do? A Selected Overview of Equal Opportunities Actions

November 1, 2007

A report produced by the EFC as a contribution to the 2007 European Year of Equal Opportunities for All. The document outlines 110 case examples of independent funders' involvement and practices in the fields of equal opportunities and non-discrimination.

Foundation Sector, History and Analysis; Minorities, Social Inclusion, Multiculturalism

Health Policy Research and Foundation Grantmaking

March 1, 2004

The Foundation Center's report on health policy grantmaking in 1995 and 2002, Update on Foundation Health Policy Grantmaking, provides a fascinating window into the philanthropic sector's activities during a period in which health policy vastly declined as a central governmental concern. An important role of the nonprofit sector is to complement government, undertaking activities that are out of favor or overlooked by government. This report and its predecessor, which traced trends in health policy grantmaking between 1990 and 1995, show foundations' activities during a particularly interesting time in the health policy history of the United States.


Building the Worldwide Community Foundation Movement

April 28, 2000

In October 1998, thirty-nine people from twelve countries met in Miami Beach, Florida. They represented organizations that support community foundations around the world. The meeting was a wonderful success. Delegates learned from each other, shared their experiences and dreams, and decided to maintain this international support network. The report of the meeting was widely circulated and extraordinarily well-received around the world.

Community Philanthropy; Philanthropy, Theory, Philosophy and History

Obedience to the Unenforceable: Ethics and the Nation's Voluntary and Philanthropic Community

January 1, 1991

The United States-based Independent Sector (IS) wrote this statement of ethical behaviour for philanthropic organisations. It covers the theoretical aspects of ethical behaviour for philanthropists and suggests what philanthropic organisations should stand for and act upon in relation to ethics and values.

Ethical issues and Good Practices

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