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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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

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

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

Philanthropy and the SDGs: Getting Started

April 25, 2019

In 2015, the countries of the world came together at the United Nations and signed on to a historic agreement called "Transforming Our World: The 2030 Agenda for Sustainable Development," which included a set of 17 Sustainable Development Goals (SDGs). The SDGs chart a way forward to a just, secure, and sustainable future for people and the planet. This guide introduces the SDGs and explores how philanthropic funders can align with them to increase their impact on the issues they care about.

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

Comment Mesurer l'Impact d'un Projet Alimentaire? Evaluer les Contributions d'un Projet à la Durabilité du Système Alimentaire

April 1, 2019

This guide is a user's manual to an innovative impact evaluation methodology, developed within the framework of the Syalinnov (Innovative Food Systems) project of the Daniel & Nina Carasso Foundation.Offering a 7-step approach and quickly appropriated tools, this publication aims to enable organizations involved in the field of food to measure their impact on the sustainability of the food system in order to develop their project and their impact.

Environment and Sustainable Development; Evaluation and Learning; Food and Agriculture

Engaging Boards and Trustees in Strategic Learning: A Toolkit

January 17, 2019

Effecting social change in a rapidly changing political environment and an increasingly interconnected world requires foundations to adopt a learning orientation. Without continuous learning, grantmakers—and thus boards and trustees—are unaware about what is working where, with whom, and why, as well as what changes or refinements are needed in order to achieve the grantmakers' desired results.This toolkit provides a fresh set of resources for grantmaker CEOs, evaluation staff, and senior leaders to use to engage their boards and trustees in conversations about the importance of strategic learning in their decision-making and deliberation processes.

Governance, Boards and Strategy

Sharing Data Responsibility : A Conversation Guide for Funders

October 1, 2018

This guide is based on research conducted by The Engine Room and Ariadne, with contributions from 360Giving, between March-October 2018. The project was supported by Digital Impact (part of the Digital Civil Society Lab at Stanford University).  It is useful for funders who want to improve their data management practices and are looking for resources to help as well as (human rights) funders or grantmakers worldwide who want to treat data about their grantees responsibly, but do not always know where to start.The publishers of that guide believe that funders need to start with clear, open conversations with grantees and other funders about how they collect and share data. This document, based on inputs from more than 40 human rights funders, aims to help funders have these conversations. It lists common questions that grantees and funders might ask, combined with advice and resources to help answer them. Its content is organised around three elements of the grantmaking lifecycle: data collection, data storage, and data sharing.

Ethical issues and Good Practices; Human Rights, Citizenship, Democracy; Knowledge and Data Management

Philanthropy's Reflective Practices

August 9, 2018

What do skilled philanthropy practitioners have in common? They are active learners about the fields, issues and places they support. That is their first discipline. And, they work at creating meaningful connections with grantees and others, especially when power imbalances, difficult conversations or differing viewpoints are at play. This is their second discipline. In this guide, you will find their stories about using four methods of reflective practice that can help you build what you bring to advancing change inside your foundation, with your grantees and other partners.

Administration and Management; Giving and Volunteering; Philanthropy, Theory, Philosophy and History

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