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Effectiveness, Efficiency and Accountability in Philanthropy

Effectiveness, Efficiency and Accountability in Philanthropy
Author: Bertelsmann Stiftung
Publisher: Verlag Bertelsmann Stiftung
Total Pages: 94
Release: 2010-07-30
Genre: Social Science
ISBN: 3867932379

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This volume collects the insights of the Management Symposium on "Effectiveness, Efficiency and Accountability in Philanthropy - What Lessons can be Learned from the Corporate World?" which was held in spring 2005. It both includes contributions by individual speakers as well as an edited summary essay of the argument made. The contributions explore the role of foundations in society and their interaction with other sectors, strategic marketing and planning, entrepreneurial approaches, controlling and quality management, as well as evaluation and sustainability considerations. This book offers thoughts and tools for high-impact philanthropy and shows that management in philanthropy can indeed learn from the corporate world, the lack of a bottom line notwithstanding. However, the corporate world can learn from philanthropy how to manage under conditions of uncertainty and nontransparent "markets". Whatever philanthropic institutions do, they will be held accountable in public for effective contributions to the public good.


Transparency in Philanthropy: An Analysis of Accountability, Fallacy, and Volunteerism

Transparency in Philanthropy: An Analysis of Accountability, Fallacy, and Volunteerism
Author: John Tyler
Publisher: The Philanthropy Roundtable
Total Pages: 130
Release: 2013-03-18
Genre: Reference
ISBN: 0985126582

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Recent calls for more transparency in private philanthropy have increased the need for philanthropic organizations to carefully plan and think about what information they will release to the public and how they will do it. To help organizations answer these questions, The Philanthropy Roundtable has published a new book by noted legal scholar John Tyler, general counsel of the Ewing Marion Kauffman Foundation, titled Transparency in Philanthropy: An Analysis of Accountability, Fallacy, and Volunteerism. Philanthropic organizations are obligated to provide certain types of transparency—the types that are required by the federal tax system and by state laws aimed at maintaining the donor’s intent. But current heightened calls for more transparency are based on other rationales: Transparency is a good unto itself and more should be required of all institutions; more transparency is needed to further ensure that philanthropy serves “public purposes”; more transparency will counteract the “power asymmetry” between foundations and grantees; and more transparency is necessary to evaluate philanthropic effectiveness. In this book Tyler argues that none of these rationales justifies additional legally imposed philanthropic transparency, which is what advocates demand. Even though there is not much of a legal argument for requiring more philanthropic transparency, there are good arguments for organizations being transparent on a voluntary basis. This would be not a wholesale disclosure of information but measured transparency, undertaken in light of a foundation’s mission and the potential costs that would go along with that disclosure. John Tyler’s intent in Transparency in Philanthropy is to encourage philanthropies and nonprofits to plan their transparency strategy and to do so carefully and thoughtfully. “With increased calls for more transparency from philanthropic organizations, this book is a useful and timely resource to help organizations create and navigate their plans for transparency,” said Adam Meyerson, president of The Philanthropy Roundtable. “Every philanthropic organization should read this book and think about what might be worthy of consideration moving ahead in a world dominated by a growing appetite for information.” In an accompanying companion guide, Tyler poses questions to the reader that help an organization create a checklist of issues to consider when making their transparency plans. These questions include: • What kind of organization are you? What is your mission? How large is your board and who is on it? • How can your foundation benefit from disclosing more information? Do you feel a need to cultivate a better understanding of your activities in your community? • What costs and risks will you incur in disclosing more information? How much time and money can your organization devote to disclosing information to the public? Could the information unfairly harm the reputations of your grantees? • What benefits and costs do tools like an annual report, a full website with social media and other tools pose for publicizing information?


Creative Philanthropy

Creative Philanthropy
Author: Helmut K. Anheier
Publisher: Routledge
Total Pages: 303
Release: 2006-04-18
Genre: Business & Economics
ISBN: 1134197640

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Philanthropy and endowed foundation are vitally important institutions of modern society, yet in recent years, they've faced new threats such as declining resources and questions of accountability and performance. To address these questions, individual philanthropists and foundation leaders have looked to strategic philanthropy to become more effective and efficient. This important book provides an overview of creative philanthropy along with an analysis of its theory and practice. The authors spell out the implications of their study for management and policy and provide readers with vital tools and techniques. Drawing on case study examples and incorporating sections on key questions and dilemmas, this revealing book covers: the philanthropic deficit finding a distinctive role to do more with less characteristics of the creative foundation beyond strategic philanthropy the strength of creative philanthropy developing creative foundations and philanthropic practices. Essential reading for all those who study or work in foundations, philanthropy and non-profit organizations, this volume clearly navigates a path through this significant yet highly complex subject area.


Accountability: A Challenge for Charities and Fundraisers

Accountability: A Challenge for Charities and Fundraisers
Author: Putnam Barber
Publisher: Jossey-Bass
Total Pages: 148
Release: 2002-03-26
Genre: Business & Economics
ISBN:

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This issue provides background on the development and the current state of various approaches to accountability. Authors outline the legal powers of donors to charities and and consider choices in structuring gifts to increase leverage as well as examine the scope of federal laws affecting nonprofits. They also review tools to improve performance analysis and discuss the National Center for Charitable Statistics' role in accountability and examine how to create more effective government oversight of charitable activities. This is the 31st issue of the Jossey-Bass series New Directions for Philanthropic Fundraising.


Taking Philanthropy Seriously

Taking Philanthropy Seriously
Author: William Damon
Publisher: Indiana University Press
Total Pages: 273
Release: 2006
Genre: Biography & Autobiography
ISBN: 0253347726

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Strategies for effective and responsible giving


Foundations and Evaluation

Foundations and Evaluation
Author: Marc T. Braverman
Publisher: John Wiley & Sons
Total Pages: 381
Release: 2004-07-29
Genre: Business & Economics
ISBN: 0787975966

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"Gathered together in this unique book on evaluation and effective foundation practice are the experienced-based perspectives and measured insights of both seasoned practitioners and key philanthropic thought leaders. Foundations and Evaluation is a substantial think piece for grantmakers of any size." —Dorothy S. Ridings, president and CEO, Council on Foundations "Foundations and Evaluation explores the intersection between organizational effectiveness and evaluation and demonstrates the need for commitment to evaluation throughout the foundation. . . . A good read for both newcomers to evaluation and those with more experience, written by some of the most highly respected leaders in the field." —Kathleen P. Enright, executive director, Grantmakers for Effective Organizations


Performance Measurement in Philanthropic Foundations

Performance Measurement in Philanthropic Foundations
Author: Helmut K. Anheier
Publisher: Routledge
Total Pages: 143
Release: 2018-09-03
Genre: Business & Economics
ISBN: 1351665898

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The growth of philanthropic foundations in numbers and significance raises two immediate questions. First, what makes for success and failure of foundations’ projects and activities? Second, what yardsticks or benchmarks are used to measure performance and track goal attainment? The purpose of this book is to delve deeper into the complex set of issues that lie behind the performance and wider impact of philanthropy. Performance Measurement in Philanthropic Foundations looks at the strengths and weaknesses of philanthropic foundations, which are independent of both the market and ballot box and yet open to signal and incentive deficiencies. The authors use in-depth case studies from different countries to illustrate the problems and challenge much of the conventional wisdom on foundation "success" and "failure." The book also outlines the main contours of a proactive governance and management style to address those problems.


Foundation Accountability and Effectiveness

Foundation Accountability and Effectiveness
Author: Aspen Institute. Nonprofit Sector Strategy Group
Publisher:
Total Pages: 16
Release: 2002
Genre: Charitable uses, trusts, and foundations
ISBN:

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From Grantmaker to Leader

From Grantmaker to Leader
Author: Frank L. Ellsworth
Publisher: Wiley
Total Pages: 268
Release: 2002-12-25
Genre: Business & Economics
ISBN: 0471449458

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FROM GRANTMAKER TO LEADER The past one hundred years has borne witness to an extraordinary revolution in the constitution and activities of philanthropic foundations. The evolution of the governance of foundations-from founder to family to professionals to institutions-has necessarily altered the role that foundations play within a society. As community foundations, for example, strengthen the essential communal fabric and help all organizations gain a financial foothold, they find themselves at times in conflict with commercial gift funds, whose transactional nature between the donor and the organization stimulates philanthropy in a wholly different fashion. From Grantmaker to Leader: Emerging Strategies for 21st Century Foundations takes stock of this shifting landscape, presenting bold leadership strategies for directing philanthropic organizations into the unchartered waters of the future. Seasoned foundation executives Frank Ellsworth and Joseph Lumarda assemble an all-star roster of insider contributors, dividing their trenchant study into three sections. "From Carnegie to Gates: The Changing Faces and Needs of Philanthropy" examines the history of family and community foundations and how the turmoil of the "New Economy" will affect these organizations in the future. Section Two, "The Foundation's New Reach: The Emerging Role of Leader, Communicator, and Facilitator of Change" addresses the critical responsibility of effectively articulating a foundation's message, showing how messages can successfully penetrate the media. Finally, the third section "Building the Foundation Board of the 21st Century: Diversity and Strategic Planning" analyzes all aspects of foundation boards of directors, including their makeup, responsibilities, backgrounds, necessary diversity, and the role of boards in foundation planning. Throughout all three sections, From Grantmaker to Leader tackles all the critical issues facing philanthropic foundations today, such as: * Transfer of wealth * Legislative concerns * IRS audits * The role of foundations in public policy issues, such as campaign spending * Accountability * Planned giving * Assessment of the effectiveness of giving * Socially responsible investment and social return on investment Even as the very nature of foundations has changed, a fundamental question remains: will philanthropies play a more pervasive role in society's future or will their influence forever remain elitist and selective? Writing directly for trustees, practitioners, foundation CEOs and CFOs, and every philanthropic professional, Ellsworth and Lumarda make the convincing case that foundations matter more than ever, offering proven strategies for philanthropic success. FRANK L. ELLSWORTH is a vice president at Capital Research and Management Company, where he oversees and coordinates programs and services to endowments in Los Angeles. JOSEPH LUMARDA is the Executive Vice President of External Affairs for the California Community Foundation in Los Angeles.


Measuring Social Change

Measuring Social Change
Author: Alnoor Ebrahim
Publisher: Stanford University Press
Total Pages: 370
Release: 2019-07-16
Genre: Business & Economics
ISBN: 1503609219

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The social sector is undergoing a major transformation. We are witnessing an explosion in efforts to deliver social change, a burgeoning impact investing industry, and an unprecedented intergenerational transfer of wealth. Yet we live in a world of rapidly rising inequality, where social sector services are unable to keep up with societal need, and governments are stretched beyond their means. Alnoor Ebrahim addresses one of the fundamental dilemmas facing leaders as they navigate this uncertain terrain: performance measurement. How can they track performance towards worthy goals such as reducing poverty, improving public health, or advancing human rights? What results can they reasonably measure and legitimately take credit for? This book tackles three core challenges of performance faced by social enterprises and nonprofit organizations alike: what to measure, what kinds of performance systems to build, and how to align multiple demands for accountability. It lays out four different types of strategies for managers to consider—niche, integrated, emergent, and ecosystem—and details the types of performance measurement and accountability systems best suited to each. Finally, this book examines the roles of funders such as impact investors, philanthropic foundations, and international aid agencies, laying out how they can best enable meaningful performance measurement.