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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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

Grantmaking With a Racial Justice Lens : A Practical Guide

December 1, 2019

The new Grantmaking with a Racial Justice Lens: A Practical Guide, written by PRE Senior Fellow Rinku Sen and Executive Director Lori Villarosa with contributions from Maggie Potapchuk, Lisa McGill, and Makani Themba, provides grantmakers with reflections, frameworks and tools built from the direct experience of activists and funders for advancing racial justice in any philanthropic setting.

Minorities, Social Inclusion, Multiculturalism

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

Reimagining Measurement: A Better Future for Monitoring, Evaluation, and Learning

December 1, 2017

Despite marked advances in the tools and methods for monitoring, evaluation, and learning in the social sector and a burgeoning number of bright spots in practice that are emerging in the field, there is nevertheless broad dissatisfaction across the sector about how data is -- or is not -- used.Reimagining measurement has engaged the field in thinking about where monitoring, evaluation, and learning is likely to head over the next decade. Over the course of extensive research and more than 125 conversations with leading foundation executives and program staff, evaluation experts, nonprofit leaders, data wonks, and other stakeholders, it became clear that there is a real divergence between the future people expect for monitoring, evaluation, and learning, and the future people hope for.

Evaluation and Learning

Framing Paper: The State of Network Evaluation

July 30, 2014

This document is Part 1 of a Guide to Network Evaluation and offers the field's current thinking on frameworks, approaches and tools to address practical questions about designing and funding network evaluations. It was developed along with a casebook Evaluating Networks for Social Change: A Casebook that provides profiles of nine evaluations that detail key questions, methodologies, implementation and results while expanding what is known about assessment approaches that fit how networks develop and function. What will you learn in the guide? · How an evaluation can help a network function more effectively and promote network health · Elements of a network that can be evaluated · Approaches, methods and tools for evaluating networks · How to design a network evaluation that fits the? network type and investment (e.g., size, stage of development; issue focus) · Key questions to ask in a network evaluation · Examples of network evaluations and what has been learned from them

Collaborative Philanthropy and Partnerships; Evaluation and Learning; Grantmaking and Programme Management

Widespread Empathy: 5 Steps to Achieving Greater Impact in Philanthropy

September 7, 2011

Outlines steps - including getting out of the office more - designed to help foundation program officers reflect the voices and experiences of diverse cultural groups, work more efficiently, and achieve greater impact.

Grantmaking and Programme Management

Coaching and Philanthropy: An Action Guide for Grantmakers

February 24, 2010

Describes the emerging practice of one-on-one coaching for nonprofit leadership development; its purposes, benefits, and challenges; and practical guidance for grantmakers in supporting and advancing it. Includes case summaries and recommendations.

Ethical issues and Good Practices; Grantmaking and Programme Management

Essentials of Foundation Strategy

December 1, 2009

Identifies defining elements of strategic foundation leaders; characteristics of their plans, communications, grantmaking, and assessments; need to back strategic plans with logic models; and challenges. Includes excerpts of interviews and case summaries.

Administration and Management; Communication and Public Relations; Evaluation and Learning; Grantmaking and Programme Management

Principles for Good Governance and Ethical Practice: A Guide for Charities and Foundations

October 1, 2007

The Panel on the Nonprofit Sector released Principles for Good Governance and Ethical Practice: Guide for Charities and Foundations in October 2007, based on comprehensive analysis of over 50 systems of self-regulation and best practices, two public comment periods, and the involvement of charities and foundations nationwide. The guide's 33 practices are designed to support board members and staff leaders of every charitable organization as they work to improve their own operations. The Reference Edition includes legal background for each Principle, studies on self-regulation systems, and a glossary of terms. An Executive Summary is available for those who want a brief overview of the Principles. The Panel encourages charity and foundation leaders to examine the Principles carefully and determine how best they should be applied to their own operations.

Ethical issues and Good Practices; Governance, Boards and Strategy

Looking Out for the Future: An Orientation for Twenty-first Century Philanthropists

January 1, 2005

The final report of a four-year initiative, supported by the David and Lucile Packard Foundation and the W.K. Kellogg Foundation, shows how long-term trends (privatization, connectivity, acceleration, etc.) are combining to create a new reality for philanthropy. Anyone who wants to give has more choices than ever. The authors believe that if donors understand how philanthropy is evolving, they will make better decisions in support of the issues, institutions, and communities they care about. The authors explain the new context for philanthropy, which they call "the new ecology of social benefit." Then they offer examples how philanthropists (individual and institutional) are responding in imaginative ways. The new context and the emerging responses combine to create the future of philanthropy, which the authors illustrate by stories and scenarios of the year 2025, such as the development of mutualist societies, the decline of foundations, joint venture philanthropy, or googling giving.

Philanthropy, Theory, Philosophy and History

Agile Philanthropy: Understanding Foundation Effectiveness

February 1, 2003

Explores current foundation effectiveness activities at top foundations and the need for standard practices throughout the philanthropic sector.

Ethical issues and Good Practices; Foundation Sector, History and Analysis

Evaluation in Foundations: The Unrealized Potential

December 27, 2001

The purpose of this paper is to examine the uses of evaluation in foundations. It summarizes the results of a study carried out by surveys and interviews to representative of 21 American foundations.

Evaluation and Learning

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