Report

Key Facts on Mission Investing

Publication date: 
10/2011
The number of charitable foundations employing their investment portfolios to achieve a social benefit is on the rise, according to this report. Key Facts on Mission Investing finds that one in seven surveyed foundations are directing their assets to market-rate mission-related investments and/or below-market-rate program-related investments. By investing endowment dollars to further their charitable missions, these grantmakers —which hold 20 percent of all U.S. foundation assets— are extending the public benefit of their resources. The report also offers perspective from Stephen Viederman,...

The State of Foundation Performance Assessment: A Survey of Foundation CEOs

Publication date: 
09/2011
Over the past decade foundations have worked to assess their performance in the fields and communities they seek to address. Data-driven forms of measurement have become more widely used to judge the results of programs, as part of a broader range of information used, as CEOs place great importance on assessing their foundations’ effectiveness.
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Report
Topic(s) 
Evaluation
Grantmaking Strategy & Tools

Foundation Communications Today: Findings from the Communications Network 2011 Survey of Foundation Communications Professionals

Publication date: 
06/2011
This survey of 155 foundation communicators shows that U.S. foundations are making use of all forms of digital communications, especially social media, a top priority. The survey results suggest the growth of social media and other emerging digital technologies is changing the way foundations communicate with target audiences and that the role of communications is becoming more central to forging and implementing foundation strategies.

Can Feedback Fuel Change at Foundations?

Publication date: 
05/2011
When foundations make a commitment to getting consistent feedback from their grantees that is candid and comparative, they can make substantive changes that result in different—and better—grantee experiences. Foundations that use the Grantee Perception Report (GPR) more than once are making changes that are benefiting the organizations they fund. In addition to describing the data, the report identifies four keys to driving change as a result of the GPR, based on CEP’s experience delivering results to some 200 foundations.
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Report
Audience 
Grants Managers
Topic(s) 
Evaluation
Grantmaking Strategy & Tools

Diversity & Inclusion Action Kit

Publication date: 
04/2011
The 2011 Action Kit, designed around the Diversity Framework, Minnesota Council on Foundations' groundbreaking guidelines that frame the discussion of grantmakers' diversity practices around the four roles they play in a civil society, is intended to help foundations identify what steps they can take to advance diversity and inclusion.

A Practical Guide to New York's Prudent Management of Institutional Funds Act

Publication date: 
03/2011
Enacted in September 2010, the New York Prudent Management of Institutional Funds Act (NYPMIFA) makes important changes to the laws concerning the expenditure of charitable endowment funds. It also includes new provisions concerning the prudent management and investment of funds held by charities and the delegation of management and investment responsibilities to outside advisors, along with new protections for donors. This Guide summarizes key provisions of the Act and provides practical guidance in response to frequently asked questions.
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Report
Topic(s) 
Finance & Asset Management
Public Policy

Disaster Relief 2.0: The Future of Information Sharing in Humanitarian Emergencies

Publication date: 
03/2011
This report analyzes how the humanitarian community and the emerging volunteer and technical communities worked together in the aftermath of the 2010 earthquake in Haiti and recommends ways to improve coordination and strengthen collaboration between the humanitarian and technology communities during future emergencies.
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Report
Topic(s) 
Information Technology
Volunteerism
Funding Area 
Disaster Relief
Technology

What Makes an Effective Coalition?

Publication date: 
03/2011
The California Endowment, a leading funder of policy advocacy efforts, commissioned TCC Group to conduct new research on the crucial ingredients for an effective coalition or network. Written by TCC Group's Director of Evaluation Jared Raynor, the report identifies the characteristics of effective coalitions and examines how they can be cultivated and evaluated.
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Report
Topic(s) 
Evaluation
Grantmaking Strategy & Tools
Technical Assistance & Capacity Building
Funding Area 
Public Policy
Related Organizations 
TCC Group

Grantees Report Back: Helpful Reporting and Evaluation Processes

Publication date: 
01/2011
Foundations often use grantee reporting and evaluation processes to gauge the effectiveness of their work. At the same time, many funders seek to simplify reporting and evaluation processes for grantees so that these nonprofits can spend more time doing their work. How do grantees experience reporting and evaluation processes? What makes them most helpful? How can foundations improve them?
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Report

Lessons from the Field: From Understanding to Impact

Publication date: 
12/2010
Three foundations — the Evelyn and Walter Haas, Jr. Fund, the Energy Foundation, and the Wilburforce Foundation — seek to make an impact on some of the most complicated challenges we face: civil rights, renewable energy sources, and wildlife protection. This case study provides an in-depth look at how these foundations cultivate an understanding of their fields and then turn that understanding into more effective grantmaking.
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Resource type 
Report
Topic(s) 
Grantmaking Strategy & Tools
Funding Area 
Animal Welfare
Social Justice

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