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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EFC Members' Responses to the Covid-19 Pandemic : Results from EFC Survey March-June 2020

June 1, 2020

The European Foundation Centre surveyed its members, affiliates and partners from March to early June 2020 to find out what immediate measures they were taking (or were planning to take), internally and in their programmatic and funding activities, in response to the COVID-19 pandemic.The survey aimed to gain an initial overview of how EFC members and affiliates were reacting to the crisis in order to identify possible points of collaboration and synergy, and to share useful information among them.

Foundation Sector, History and Analysis; International Affairs, Global Challenges

Charitable giving as viewed by Ukrainians in 2021

October 28, 2021

Charitable Giving as Viewed by Ukrainians in 2021 provides an analysis of the attitude of Ukrainians towards giving, an overview of key trends in the Ukrainian charity sector and identifies points of potential growth.Every three years the Zagoriy Foundation conducts a similar research. While the last study was published in 2019, the consequences of the pandemic rapidly changed the landscape of charity and thus prompted the foundation to conduct its new study on the state of charity in Ukraine in 2021. In this new report, the results of a survey conducted in mid-2021 (by the Ukrainian Center for Public Opinion Research Sotsioinform commissioned by the Zagoriy Foundation) are compared to the 2019 respective data sets. The authors provide an in-depth analysis of how and why people engage (or don't engage) in charitable giving, with a particular focus on the attitude and trust towards charitable foundations.

Giving and Volunteering; Nonprofit and Voluntary Sector, Civil Society

Participatory Philanthropy : Six Foundations' Journeys

October 1, 2020

In September 2020, Heather Hamilton, Executive Director of Elevate Children Funders Group, interviewed six members of the network about their journey towards participatory philanthropy, particularly engaging children and youth. This is what they said. 

Children and Youth; Community Philanthropy; Evaluation and Learning; Foundation Sector, History and Analysis

All In for Women & Girls: How Women's Fund and Foundation Donors Are Leading Through Philanthropy

July 1, 2019

This study examines, in a comprehensive and quantitative manner, the impact of women's fund and foundation donors on women's and girls' causes.This research can beneft donors—especially those who give to women and girls, or who are interested in doing so—as well as fundraisers and other nonprofit leaders who seek to propel social change and work with gender-based issues.

Gender and Women; Giving and Volunteering

Understanding & Sharing What Works: The State of Foundation Practice

November 8, 2018

The Center for Effective Philanthropy (CEP) surveyed private and community foundation leaders regarding what they know about what is and isn't working in their foundations' efforts to achieve their goals. Drawing from 119 survey responses and in-depth interviews with 41 foundation CEOs, the report finds that while the majority of foundation CEOs believe they understand well what is working in their programmatic efforts, more than 40 percent believe their foundation is not investing enough time and money in developing that understanding.

Administration and Management; Grantmaking and Programme Management; Knowledge and Data Management

American Views: Trust, Media and Democracy

January 16, 2018

Technological advances have made it easier for Americans to connect with each other and to find information, including details about the major issues facing the country. But those advances present both challenges and opportunities for individuals and U.S. institutions. Not only is more information readily available, but so is more misinformation, and many consumers may not be able to easily discern the difference between the two.Amid the changing informational landscape, media trust in the U.S. has been eroding, making it harder for the news media to fulfill their democratic responsibilities of informing the public and holding government leaders accountable. Results of the 2017 Gallup/Knight Foundation Survey on Trust, Media and Democracy show that most Americans believe it is now harder to be well-informed and to determine which news is accurate. They increasingly perceive the media as biased and struggle to identify objective news sources. They believe the media continue to have a critical role in our democracy but are not very positive about how the media are fulfilling that role.The research reported here is based on a nationally representative mail survey of more than 19,000 U.S. adults aged 18 and older. This project received support from the John S. and James L. Knight Foundation, the Ford Foundation, the Bill & Melinda Gates Foundation and Open Society Foundations.

Journalism and Media

Benchmarking Program Officer Roles and Responsibilities

June 1, 2017

The role of the program officer at foundations is one of great importance. This is not news to the thousands of nonprofit organizations relying on program officers for crucial information, guidance, and funding. Yet, we know relatively little about the role that program officers play at foundations and with nonprofits. What are the backgrounds and experiences of program officers? What are the job responsibilities on which they spend the most time? How do they view their relationships with grantees? In the following pages, we share the results of a survey we conducted, in mid-2016, to gain a better understanding of the role of the program officer. We sent surveys to over 300 program officers who we randomly selected from foundations that give at least $5 million annually. We received responses from 150 individuals for a response rate of 48 percent.

Administration and Management

Learning From Our Funding : Insight Report 1

May 1, 2017

In 2016 Esmée Fairbairn Foundation, together with the Blagrave Trust, surveyed UK charities on whether funder were fit for the 21st Century. From the (anonymised) responses, it appeared clearly that many charities feel that funders are getting it wrong on learning.They have written this report for the organisations they fund. They have made a lot of changes over the last two years towards a goal of shared learning and they want the people they fund to see what they are learning from what they have been told, and how they are starting to make changes as a result. They hope this report will also be useful to other funders as well.

Evaluation and Learning; Grantmaking and Programme Management; Knowledge and Data Management

Alignment Between Private Social Investment and Business

January 1, 2017

This publication is the first of a new GIFE series, which will explore "Social Investment Themes". This project, which took shape in the second half of 2015, aims to explore in depth topics central to social investment, bringing together information, reflections, data and case studies, in a concise, educational format that balances a conceptual approach with real-life experiences.The aim of this edition is to stimulate more open discussion of the theme of alignment between social investment and business, sharing what has been learned by institutes and foundations, as well as their concerns about this topic.

Finance and Investment

The State of Venture Philanthropy and Social Investment (VP/SI) in Europe: The EVPA Survey 2015/2016

November 3, 2016

Five years of data has allowed us to analyse interesting trends and evolutions in the VP/SI sector. Below we highlight the most striking ones:* Overall growth for the sector, 108 organisations allocated €6.5 billion between them since they began their operations, a 30% increase compared to Fiscal Year (FY) 2013. * Budgets remained stable. * The surveyed organisations invested an average of €7.8 million through VP/SI activities.* There is a sharp rise in co-investment between peers since FY 2013. 63% of respondents have co-invested in the past and 19% said they are interested in doing so, even if they have not co-invested yet. Of the respondents that answered both this and the last survey, the organisations that have co-invested increased from 69% to 80%. * Over FY 2015 a number of smaller players (with budgets under €2.5million) have entered the space. * VP/SI organisations have no shortage in investment opportunities and are improving their deal screening process. Over FY 2015, respondents screened 7,520 potential opportunities. On average, each VPO screened 86 organisations, did further due diligence on 17 of them, and selected 9 investees.  

Finance and Investment; Venture Philanthropy

Benchmarking Foundation Evaluation Practices

September 1, 2016

For foundations, there are lots of questions to reflect on when thinking about which evaluation practices best align with their strategy, culture, and mission. How much should a foundation invest in evaluation? What can they do to ensure that the information they receive from evaluation is useful to them? With whom should they share what they have learned?Considering these numerous questions in light of benchmarking data about what other foundations are doing can be informative and important.Developed in partnership with the Center for Evaluation Innovation (CEI), Benchmarking Foundation Evaluation Practices is the most comprehensive data collection effort to date on evaluation practices at foundations. The report shares data points and infographics on crucial topics related to evaluation at foundations, such as evaluation staffing and structures, investment in evaluation work, and the usefulness of evaluation information.Findings in the report are based on survey responses from individuals who were either the most senior evaluation or program staff at foundations in the U.S. and Canada giving at least $10 million annually, or members of the Evaluation Roundtable, a network of foundation leaders in evaluation convened by CEI.

Evaluation and Learning

Foundations in Germany : Summary and Policy Recommendations

May 16, 2016

This study intends to complete the current understanding of the role, positioning and contributions of foundations in Germany. It is a joint project of the Hertie School of Gover-nance and the Centre for Social Investment of the University of Heidelberg, led by Helmut K. Anheier. It investigates the following questions: What are the objectives of foundations, and what roles do they see for themselves? How do they position themselves with regard to the state, market and civil society? What are their comparative advantages and disadvantages, and how do they benefit society? Finally, what are the implications for foundations and policymakers? In answering these questions, the project collected and analyzed a range of quantitative (survey research, available statistics) and qualitative data (expert interviews, case studies, focus groups), and did so for foundations as a whole as well as in specific activity fields: education, higher education, social services and arts and culture.

Foundation Sector, History and Analysis

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