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Key Points • The authors identified four archetypes describing philanthropic funders’ approach to AI: The Curious, The Doers, The Dreamers, The Skeptics. • The authors did not find major differences across foundations based on their geographic location, though there were differences found based on their mission and values. Feminist and social justice funders in the Global South demonstrated more skepticism than others. • Even in seemingly benign or straightforward applications, AI systems...
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There is philanthropic investing, and there is commercial investing, and there is nothing in between.
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By Robert Ricigliano and Anna Muoio
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Be a real advocate for those we’re trying to serve. Be accountable for impact.
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After eight years, I am leaving Porticus. From January 2025, I'll be starting a new chapter - working in a freelance capacity to support systems change efforts through strong learning, evaluation and strategy. Having worked with the amazing Porticus UK team for the first four years, I moved to Amsterdam in 2020 to work in the central strategy and learning team, supporting colleagues around the globe to embed strategy, evaluation and learning in their work. I loved this work. I learned a...
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This five-step framework, developed and tested by a foundation, embeds learning in emergent systems change strategies. It prioritizes the testing of hypotheses and assumptions, uses learning questions, and calls for examining both confirming and disconfirming evidence. --- A framework for embedding learning in systems change strategies and for testing strategic uncertainties. Learning and evaluation approaches that accompany systems change efforts need to fit with and support the emergent...
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By Robert Ricigliano and Anna Muoio
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Editor’s Note: This article, first published in print and online in 2014, has been republished by The Foundation Review with minor updates. Whether implicit or explicit, social justice and human rights are part of the mission of many philanthropies. Evaluation produced, sponsored, or consumed by these philanthropies that doesn’t pay attention to the imperatives of cultural competency may be inconsistent with their missions. The American Evaluation Association’s Statement on Cultural...
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Exploring two systems change mental models in philanthropy [ https://evaluationinnovation.org/publication/systems-mental-models/ ] it is an increasingly shared truth: If we want to tackle society’s worst problems, we must bring a systems lens to our social change efforts. We define “systems change” here as the practice of confronting the causes of social problems rather than treating their symptoms. Many in philanthropy are taking this stance, and are shaping their portfolios, strategies,...
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As the trust-based philanthropy wave is washing over the sector once again, concerns over its ability to prove impact, facilitate learning, and evaluate previous approaches are bubbling up. As a philanthropy professional with over …
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Because trust-based philanthropy shouldn’t mean blind faith.
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Though the concept of place-based philanthropy is common parlance in community development scholarship and practice, there is still uncertainty around its meaning due to the multidisciplinary nature of its study and definitional variation among and between scholars and practitioners. This article presents findings from a recently edited volume created by a binational research team. Ten cases of philanthropic initiatives were explored to develop a transnational understanding of foundation...
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This article describes the journey of the Research and Evaluation team at the Annie E. Casey Foundation to develop an approach that would allow us to rethink and deepen how we, as funders of research and evaluation, center equity in our practice. In particular, we explain how, through this process, we began to focus on what it means to orient research and evaluation toward participant owners and came to examine the assumptions, expectations, habits, and values that we held. These...
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This conversation between staff at the Oregon Community Foundation and the Hartford Foundation for Public Giving shares how we are infusing the Equitable Evaluation Framework™ into our practice as we aim to be less extractive, shift power, and honor all ways of knowing and being as valid. In sharing this conversation, we want to pull the curtain back and offer a behind-the-scenes view into the conversations, realities, and challenges involved in doing this kind of work. We sat down together...
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Welcome to the special issue of The Foundation Review. For many, this is an introduction to the Equitable Evaluation Framework™, and how some folks in U.S. philanthropy are reimagining evaluation, learning, and research through its practice. For others, you’ve been in practice of the EEF alongside us and other individuals and organizations and are, thus, represented in the offerings shared from your colleagues. Over the past three years, in partnership with many, we’ve engaged in...
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The Health Forward Foundation recently completed a two-year journey with the Equitable Evaluation Initiative as a practicing partner. This partnership provided us with the support to push for change that better aligned with our new focus, prioritizing racial equity and economic advancement. The partnership also allowed us to explore a number of questions fundamental to our work in learning and evaluation: what we really know about the impact philanthropy is making in our communities; how we...
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Learning circles are an approach where individuals with a common interest meet regularly to learn from each other about a self-identified topic in a format chosen by the group. Honoring a group’s collective wisdom, centering participants’ learning needs, and prioritizing relationships and trust are all features of learning circles. This practice is of increasing interest to funders and evaluators as a tool for practicing learning and evaluation aligned with the Equitable Evaluation...
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This article describes the journey of the Research and Evaluation team at the Annie E. Casey Foundation to develop an approach that would allow us to rethink and deepen how we, as funders of research and evaluation, center equity in our practice. In particular, we explain how, through this process, we began to focus on what it means to orient research and evaluation toward participant owners and came to examine the assumptions, expectations, habits, and values that we held. These...
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When funders aren’t accountable for impact, it ruins the party for everyone.
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