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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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

Accelerating Equitable Grantmaking: Seizing the Moment to Norm Multiyear, Flexible Funding

June 22, 2022

Over the course of the pandemic, more than 60 percent of foundations loosened restrictions and lightened reporting for grants. Now is the time to normalize these good practices across the sector, because flexible, multiyear grants, anchored in trust, are not only the right way to build grantee partnerships but also the smart way for grantmakers to create more impact, advance equity, and strengthen grantee organizations for the long run, as strong evaluations show.In October–November 2021 MilwayPLUS interviewed, surveyed, and conducted focus groups with 30 global funders and nonprofits that had significantly increased their percentage of multiyear, flexible funding over the past decade. The analysis surfaced five common barriers to making the shift and practical ways that boards, CEOs, and program officers have broken through, which nonprofits felt helped to share power. Moreover, the researchers also discovered five effective accelerators of change that both funders and grantees rated more significant than the barriers and could speed the transition. Among the accelerators was the adoption of an equity lens on grantmaking.To help funders and nonprofits harness this positive momentum for change, this toolkit offers tactics, resources, examples, and starting points. It seek to equip trustees, CEOs, program officers, and grantees themselves to overcome board biases and other barriers, to accelerate the shift to multiyear, flexible funding, and to embrace practices that create the greatest impact and strongest partnerships with their grantees.

Ethical issues and Good Practices; Grantmaking and Programme Management

Weaving a collective tapestry: A Funders' Toolkit for Child and Youth Participation

June 1, 2022

This Funders' Toolkit for Child and Youth Participation is the result of a research study commissioned by the Elevate Children Funders' Group to better understand child and youth participatory models used by funders. The toolkit was co-created by a group of young leaders, and with the guidance of an advisory committee and the ECFG Child and Youth Participation working group. It is the first of its kind to offer support and guidance on the substantive "how-to" of child and youth participation - tailored specifically to funders. Further resources related to this report can be found here: https://elevatechildren.org/publications-cyptoolkitThis toolkit was produced in parallel to the report Child and Youth Participation in Philanthropy: Stories of Transformation (https://philea.issuelab.org/resource/child-and-youth-participation-in-philanthropy-stories-of-transformation.html), published by Philea. 

Children and Youth; Ethical issues and Good Practices; Governance, Boards and Strategy; Grantmaking and Programme Management

Choosing Change: How to Assess Grant Proposals for Their Potential to Address Structural Inequality

May 2, 2022

The COVID-19 global pandemic exacerbated longstanding disparities by race, gender, and socioeconomic status. Individuals, communities, and countries that were already vulnerable were even more at risk. The Choosing Change toolkit can help individual donors and institutional grantmakers at all levels identify proposals and teams whose work addresses the structural inequalities that prevent people from surviving, let alone thriving.

Grantmaking and Programme Management

Evaluation and Learning at Foundations: A Field Guide

April 18, 2022

This brief grew out of conversations with evaluation and learning leaders working in foundations across the United States about both the value of evaluation and learning in philanthropy, and the challenges of implementing this function well across diverse institutional contexts. Our intent is to provide practical guidance that new and existing leaders can use to navigate their roles in support of more effective and equitable philanthropy. It is based on indepth case studies of the Irvine, Kauffman, and Kresge Foundations along with our own experience partnering with foundations on evaluation, strategy, and learning efforts.

Evaluation and Learning

How to Fund Tech

April 1, 2022

This guide is for people working in trusts and foundations who want to effectively fund technology.Many trusts and foundations are grappling with the same challenges: they want to support impactful, inclusive technology and innovation in not-for-profit organisations and address the societal changes brought about by emerging technology.This guide offers guidance and processes to help in understanding the technical maturity of not-for-profit organisations, or assessing the feasibility of technology-heavy grants. It also gives notes on how to have productive conversations with grantees and partners about technology.The contents of this guide are shaped around conversations within foundations that are focused on equality, justice and human rights.

Grantmaking and Programme Management; Science and Technology; Technology and Foundations

Taking the Pulse of the European Foundation Sector : Moving from Proving Impact to Improving Impact

January 1, 2022

This report contains key insights, survey data and case studies from the first year of the European and Spanish Communities of Practice on Impact Measurement and Management (IMM), coordinated by the Esade Center for Social Impact with the support of BBK. These groups of foundation professionals from 15 countries have come together to increase the level of transparency, knowledge-sharing and exchange within the European foundation sector on this topic. Building on the transcribed discussions and surveys of approximately 40 European foundations, the authors have developed several learnings they hope will help the whole European foundation sector, as well as any other organizations that want to measure and manage their impact. In this perspective, the report also includes tables outlining what the different 'levels' of practice might be, so that the reader can understand what the impact management learning journey looks like at different stages (beginner, on the journey, and advanced).In addition to the present report, the following page provides links to the recording of the launch of the report as well as presentation slides: https://www.esade.edu/en/faculty-and-research/research/knowledge-units/center-social-impact/research/community-practice 

Administration and Management; Evaluation and Learning; Foundation Sector, History and Analysis

Learning As You Scale - A practical guide for using data and insights to navigate scaling and complex system change

January 1, 2021

This guide supports those involved in scaling social innovations to develop and embed a disposition to learn 'as they scale'. Learning As You Scale may mean that the 'innovation' shifts and flexes in response to challenge and learning, evolving into a better social innovation along the way. This guide has been designed specifically for those involved in social innovations who are interested in involving the people for whom the innovation is designed (the beneficiaries) within this scaling and learning process. It can be used by individuals and teams within these types of social innovations who occupy roles connected to evaluation, learning & development, and leadership, governance & strategy.A recording of the launch of the guide is available to view on this page: https://www.genio.ie/publications/learning-as-you-scale

Evaluation and Learning; Knowledge and Data Management

Diversity, Equity and Inclusion: The Pillars of Stronger Foundation Practice

October 3, 2019

Diversity, Equity and Inclusion: The Pillars of Stronger Foundation Practice is the first report emerging from the Stronger Foundations initiative. It sets out nine characteristics of excellent practice in a foundation, which include collecting data on diversity, implementing DEI practices in funding activities, and making itself accountable to those it serves and supports. 

Ethical issues and Good Practices

The Mission Aligned Framework for Investing: Maximizing the Impact of the W.K. Kellogg Foundation’s Mission Driven Investment Portfolio

July 2, 2019

The Mission Aligned Framework for Investing, introduced in this report, is a management and governance tool created by KKS Advisors on behalf of the Kellogg Foundation. It offers a set of determinants related to our programmatic strategy and desired outcomes. As we evaluate our investments, this analysis is contributing to our thinking and ongoing measurement of sustained impact. We offer this report as a resource for the field and a tool for other organizations exploring mechanisms to evaluate the social effect of investments in pursuit of deep impact.

Finance and Investment

Smarter Grantmaking for Grantee Organizations: Conversations to Have with Funders

June 1, 2019

Funder grantmaking and learning practices are best when informed by grantee organization needs and experience. Yet, there are many factors that limit or even block this feedback loop.As funders, Transparency and Accountability Initiative (TAI) members recognize our responsibility to listen and respond to grantee questions and concerns, even when we are unable to provide the desired responses.We invite grantseekers to draw inspiration from this guide to seek clarity and advocate for potential needs with current and prospective funders.We hope the conversations highlighted in the guide will help you and your program officers continue to strengthen grantmaking and learning practices with your partners.

Grantmaking and Programme Management

Philanthropy and the SDGs: Practical Tools For Alignment

April 25, 2019

This guide provides practical steps for philanthropic funders that are ready to align with the Sustainable Development Goals (SDGs)—the global agenda for people and planet adopted by all countries at the United Nations in 2015. In this guide, you'll learn how to plan, assess, report, and take action on the SDGs, and you'll read illuminating examples of other funders facing and resolving challenges similar to yours.

Environment and Sustainable Development; Grantmaking and Programme Management; International Affairs, Global Challenges

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