Transparency Talk

Nominations for Foundation Center’s #OpenForGood Award Now Open
June 13, 2018

Sarina Dayal is the knowledge services associate at Foundation Center.

Sarina DayalTo encourage funders to be more transparent, Foundation Center has launched the inaugural #OpenForGood Award. This award will recognize foundations that display a strong commitment to transparency and knowledge sharing.

Last year, we started #OpenForGood, a campaign to encourage foundations to openly share what they learn so we can all get collectively smarter. Now, we’re launching this award as a way to bring due recognition and visibility to foundations who share challenges, successes, and failures openly to strengthen how we can think and act as a sector. The winning foundations will demonstrate an active commitment to open knowledge and share their evaluations through IssueLab, an open repository that is free, searchable, and accessible to all. We’re looking for the best examples of smart, creative, strategic, and consistent knowledge sharing in the field, across all geographic and issue contexts.

What’s In It for You?

Winners will receive technical support to create a custom Knowledge Center for their foundation or for a grantee organization, as well as promotional support in the form of social media and newsletter space. What is a Knowledge Center and why would you want one? It is a service of IssueLab that provides organizations with a simple way to manage and share knowledge on their own websites. By leveraging this tool, you can showcase your insight, promote analysis on your grantees, and feature learnings from network members. All documents that are uploaded to an IssueLab Knowledge Center are also made searchable and discoverable via systems like WorldCat, which serves more than 2,000 libraries worldwide, ensuring your knowledge can be found by researchers, regardless of their familiarity with your organization.

Why Choose Openness?

OFGaward-528The #OpenForGood award is focused on inspiring foundations to use existing and emerging technologies to collectively improve the sector. Today, we live in a time when most expect to find the information they need on the go, via tablets, laptops, and mobile phones, just a swipe or click away. Despite this digital era reality, today only 13 percent of foundations have websites, and even fewer share their reports publicly, indicating that the field has a long way to go to create a culture of shared learning. With this award, we hope to change these practices. Rather than reinvent the wheel, this award and campaign encourage the sector to make it a priority to learn from one another and share content with a global audience, so that we can build smartly on one another’s work and accelerate the change we want to see in the world. The more you share your foundation's work, the greater the opportunities to make all our efforts more effective and farther reaching.

Who Is Eligible for the Award?

  • Any foundation anywhere in the world (self-nominations welcome)
  • Must share its collection of published evaluations publicly through IssueLab
  • Must demonstrate active commitment to open knowledge
  • Preferential characteristics include foundations that integrate creativity, field leadership, openness, and community insight into knowledge sharing work
  • Bonus points for use of other open knowledge elements such as open licensing, digital object identifiers (DOIs), or institutional repository

Anyone is welcome to nominate any foundation through September 30, 2018. Winners will be selected in the Fall through a review process and notified in January. The award will officially be presented at next year’s annual GEO Conference. If you have any questions, please email openforgood@foundationcenter.org. Click here to nominate a foundation today!

Who will you nominate as being #OpenForGood?

--Sarina Dayal

Giving Pledge Announces Fourteen Additional Signatories
June 1, 2018

This post originally appeared in Philanthropy News Digest May 31, 2018.

The Giving Pledge has announced the addition of fourteen individuals and couples to its list of signatories, bringing to a hundred and eighty-three the total number of those pledging to give the majority of their wealth in support of philanthropic causes.

New signatories from the United States include Aneel Bhusri, co-founder and CEO of software developer Workday, and his wife, Allison Thoreson Bhusri, founding partner of Lemonade Capital; Dimensional Fund Advisors founder David G. Booth; Charles Butt, chair and CEO of supermarket chain H-E-B; Candy and Charlie Ergen, co-founders of EchoStar; Mario and Regina Gabelli, co-founders of the Gabelli Foundation; security and systems management firm Tanium co-founder and CEO Orion Hindawi and his wife, Jackie; LinkedIn co-founder Reid Hoffman and his wife, Michelle Yee; Richard and Melanie Lundquist, owners of Continental Development Corporation; and American Assets Trust founder, president, and CEO Ernest Rady and his wife, Evelyn.

Other signatories who joined in the past year include Garrett Camp, founder and CEO of Expa, a global network of entrepreneurs (Canada); entrepreneur B.R. Shetty and his wife, C.R. Shetty (United Arab Emirates); and VPS Healthcare founder and managing director Shamsheer Vayalil and his wife, Shabeena (UAE and India). Badr Jafar, CEO of Crescent Enterprises and president of Crescent Petroleum, and his partner, Razan Al Mubarak (UAE), and Rohini and Nandan Nilekani (India) joined the Giving Pledge in 2017.

At their annual learning conference this week, Giving Pledgers discussed a range of topics, including how to build effective grantee partnerships, data-driven giving, the pros and cons of different philanthropic structures, and family giving, as well as how philanthropy can make a difference on issues such as education, clean water and sanitation, the opioid crisis, and supporting women leaders to improve health and economic outcomes globally.

"Over the past eight years, we've been inspired by the dedicated philanthropists who have chosen to join the Giving Pledge, and this year's group is no exception," said Warren Buffett, who launched the Giving Pledge in 2010 with Bill & Melinda Gates Foundation co-founders Bill and Melinda Gates. "They are passionate about using their wealth to help reduce inequities and improve the lives of everyone in the world. We welcome their energy, enthusiasm, and creativity and look forward to learning from them as we all work to ensure our giving makes a positive difference."

For more information on the Giving Pledge, visit the Eye on the Giving Pledge section of the Foundation Center's Glasspockets.org site.

(Photo credit: Giving Pledge)

Giving and Telling for Good: Creating a Culture of Corporate Philanthropy
May 31, 2018

Debbie Johnson is author of Give for Good: A How-to-Guide for Business Giving.

2x3Debbie IMG 008Establishing and promoting a corporate giving program or charitable program within a small business may seem like a daunting task that you worry may be a distraction from the day-to-day demands of growing your business. However, it turns out that giving and talking about it can actually help your business. For example, the youngest generations now entering the workforce especially love giving back so now is a great time to focus on creating a culture of philanthropy in your business. Generation Y and Generation Z workers aren’t likely to let their employers NOT have a culture of philanthropy so why not be proactive and integrate it into the fabric of your business now? These five steps will support you in building the culture you want:

1. Engage employees

Actively create opportunities for your staff to participate in philanthropy.

  • Devise group projects where staff can volunteer together
  • Match-make employees to board positions that coincide with their interests and career goals while also benefiting the company
  • Encourage employees to volunteer according to their personal passions, offering a certain amount of paid time off for them to give back
  • Give each employee ‘philanthropy dollars’ for them to donate to an organization or organizations of their choosing.

Austin-based signage company BuildASign’s philanthropic mission is to positively impact the communities of their customers, so they strongly encourage their employees to get involved in giving back. After receiving a signage donation request from the Leukemia/Lymphoma Society for their walk named “Light the Night,” instead of just answering the request right away, both organizations took the time to get to know one another’s culture and to understand what it would take to build a successful, long-term relationship. That simple request became a full-fledged effort including not only discounted product (signage) but also employee engagement through matching donations. A total of 50 employees personally volunteered in the walk itself and BuildASign additionally held employee poker tournaments to raise money for the walk. The experience provided the ability for fun and team-building among participating employees while also advancing the goal of making a positive difference in the community—a classic win-win. The employees now look forward to doing it every year.

2. Make it personal

Inspiring your employees to serve is a great place to start. If they do it once, they will likely come back for more.

  • Create opportunities for employees to tell their stories about their volunteer and philanthropy experiences to others and the impact it had on their lives. This inspiration can then serve to encourage other employees and make it easier for others to see themselves as a potential volunteer.
  • Given how motivational these stories can be, encourage employees to share these stories at town hall meetings, in company newsletters, during group meetings and best yet, by posting photos and videos.

Silicon Labs does a great job of encouraging their employees to give back including offering paid time off (PTO) to make it really easy, and the employees enjoy sharing about the difference they are making. See these examples of how their employees share their adventures in giving back on their internal social media platform.

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3. Talk about it

Your company should regularly communicate what it is doing to support the community. It lets your employees know that it’s a priority and your customers and community know it is integral to the company’s brand.

  • Send media releases
  • Provide updates at staff meetings
  • Post stories and videos on your website
  • Share your areas of focus with your customers and vendors and encourage them to participate.

Red Fan Communications provides a good model for sharing its stories across multiple platforms, including social media, e-newsletters, and during speaking engagements. One particularly good example is when president and founder, Kathleen Lucente was invited to appear on We Are Austin, a local CBS’ TV program, to talk about Red Fan’s philanthropy in Austin because of the growing awareness around the company’s community support and she reflected about how giving back is “baked into their DNA,” reinforcing that philanthropy is core to the company’s values and culture.

4. Model it

As with most initiatives, they are most successful when supported from the top of the organization.

  • Share the leadership vision for the company’s philanthropy
  • Have company leaders model philanthropic behavior
  • Have leaders share why philanthropy and community engagement are important to them.

2Bobby Jenkins, president of ABC Home and Commercial Services, epitomizes philanthropic leadership. Not only does he participate in the many events and philanthropy-oriented activities his company sponsors but he and his two brothers created “Brothers Bike”, a 3,500 mile cross country ride from Seattle to New York City to raise funds and awareness for two charities near and dear to the family. As notable as the bike ride became, perhaps even more important is Bobby’s visibility in the local community where he is out front leading his team’s participation in myriad community and philanthropic efforts.

5. Celebrate it

Celebrating giving back lets your staff know that the organization is serious about its philanthropy.

  • Provide acknowledgement and awards to employees who exemplify giving back
  • Hold parties or happy hours at the end of a group project
  • Provide company t-shirts that highlight a specific volunteer event for the employees who participate.

1Salesforce, the San Francisco-based cloud computing company, is a great example of a corporation that gives back while also lifting up employees as positive examples for others to emulate. Its hub offices have large framed photos of employees volunteering all around the world.  These pictures are obtained from “Aloha Ambassadors,” employees who are passionate about their culture. These ambassadors plan volunteer events and then get points for taking pictures and posting them in Chatter, Salesforce’s internal collaboration tool. The points can be used for prizes such as Salesforce t-shirts and hoodies. What a great way to visually show the company’s culture of giving back!

Integrating philanthropy into your company culture will not only foster momentum for giving back but will also attract and retain employees who share the value of generosity. Tom Kochan of MIT’s Sloan School of Management says that taking the time and energy to foster a culture of philanthropy in your business will pay off financially and strategically resulting in employees whose values align with your company’s, making them ultimately happier and more loyal. What a great win-win for the company, your employees and the community!

--Debbie Johnson

The Risky Business of Foundation Opacity
May 23, 2018

Janet Camarena is director of transparency initiatives for Foundation Center.

Janet Camarena PhotoIn case there was ever any doubt that foundation philanthropy suffers from an opacity problem, a recent Foundation Review article, Foundation Transparency: Opacity — It’s Complicated, by Robert J. Reid, helps settle the matter through research findings that confirm the existence of “significant opacity.” From the lack of foundation websites and annual reporting, to perpetual insider control, and a desire to keep a low public profile, the author’s research confirms what many of us have been saying for years--that there is much room for improved transparency in the field.

The problem is, one can read the entire article, and not get the message that opacity is a problem, and a risky one at that. In our networked world of social media, open data, and audience-generated reviews, sending a message that transparency or opacity are operational approaches of choice is dangerous and much higher risk than encouraging donors to discover and tell their own story, lest others tell it for them.

History also confirms that philanthropic freedom is most at risk from an opaque approach than from a transparent one. Foundations learned this lesson the hard way in the 1950’s during McCarthyism, when two separate congressional commissions were formed to investigate foundation activities. Since there was no central place containing information about institutional philanthropy, no aggregate industry data, no collective data about the grants they were making, foundation leaders spent years telling their stories one foundation at a time, giving testimony to defend their work against accusations that they were committing “Un-American” acts.

It became clear to the foundation leaders who were called to testify that it was this lack of public understanding of institutional philanthropy that led to the suspicions and accusations they were facing, and that as a result of opacity, they may lose the philanthropic freedom that the tax laws allowed. As a result of this crisis, foundation leaders established Foundation Center as an organization devoted to providing transparency for the field of philanthropy. During his testimony, Russell Leffingwell, at the time chair of the Carnegie Corporation, said: “The foundation should have glass pockets,” so that anyone could easily look inside foundations and understand their value to society, and inspire confidence rather than suspicion. This is both the origin story for Foundation Center and for our Glasspockets website and initiative to champion greater foundation transparency.

“...existing and emerging technologies and networks are making foundation opacity obsolete...”

The lessons in this history couldn’t be more relevant to today’s operating environment where existing and emerging technologies and networks are making foundation opacity obsolete, and more importantly, creating conditions that actually serve to strengthen philanthropy such as facilitating feedback loops, peer benchmarking, and stakeholder input. Though foundations can continue to practice what Reid refers to as “opaque practices” or “situational transparency,” it’s important that foundations also understand that they do so at their own peril, because due to new user-review tools and open data platforms that didn’t exist previously, the relative level of transparency and opacity are rapidly slipping out of their control. Let’s review a few of these new tools that are poised to shake up the quiet, insular world of foundations.

Open 990-PF

990-PF graphicBeginning in 2016, the IRS started releasing e-filed Forms 990 and 990-PF as machine-readable, open data. Because the data is now not only open, but digital and machine-readable this means that anyone from journalists to researchers to activists can aggregate this data and make comparisons, correlations, and judgments about philanthropy at lightning speed, all without input from foundations and regardless of how opaque they may prefer their activities to be. Investment practices, demographics of beneficiaries, and compensation practices are examples of 990 data that can get easily turned into compelling narratives about foundations. This has institution-wide implications for foundations, from governance practices to grants data and from staffing to investment management and communications strategy.  Foundation administrators who have not been looking at their foundation’s 990-PF with an eye to the story that it tells about their work, probably should. Because of how the open 990-PF has the potential to transform foundation transparency, Glasspockets has devoted an ongoing blog series to providing guidance and helpful examples to prepare foundations for this new age of open data.

GrantAdvisor

Phil goalsIndustries as diverse as restaurants, travel, retail, health, and even nonprofits have had the blessing and curse of receiving unfiltered user feedback via online review sites for many years now, so it’s hard to believe that until 2017 this was not the case for philanthropy. With the launch of GrantAdvisor.org last year, now foundations can view, for better or worse, what their stakeholders really think—and so can anyone else. (For transparency’s sake, I currently serve in an advisory role to this platform.) Anyone can register to give feedback, and once a foundation receives more than five reviews their profile goes live on the site for the world to see, whether the foundation wants it there or not, so opacity here is not an option the funder controls. Given the power dynamic, reviews are anonymous, and foundations are able to post responses. A profile with emoji-symbols invites users to rate foundations on two principal metrics: the length of time it takes to complete a foundation’s application process, and a smiley/frowning face rating what it’s like to work with the particular funder.

So far, enough reviews have been submitted to provide 69 foundations with unfiltered feedback, and participation is steadily growing. And, more than 130 foundations have registered to receive alerts when feedback is posted, has yours? And some, which Reid may refer to as “transparency enthusiasts,” are even inviting their grantees to leave them a review on GrantAdvisor. These foundations understand that this kind of transparency about how applicants can provide feedback, and the open, unfiltered way in which it’s collected, can actually serve to strengthen and improve foundation policies and practices.

These are just a couple of emerging platforms that exist that are specific to philanthropy itself. When you zoom out to think about the entire universe of user generated content that is now easily available to all, from blogs to Twitter and employee-review sites like Glassdoor, it’s clear that while you can choose opacity, opacity may not choose you, because opacity as we all know it is over. To think otherwise is to risk adopting practices that don’t actually mitigate risk, but rather promote a false sense of security while only serving to limit effectiveness. So don’t make the mistake of thinking transparency is too complicated, or that opacity is the convenient and safer choice, because it’s actually not a choice at all, but a risky and ultimately obsolete way of working.

--Janet Camarena

Building Our Knowledge Sharing Muscle at Irvine
May 17, 2018

Kim Ammann Howard joined the James Irvine Foundation as Director of Impact Assessment and Learning in 2015. She has more than 20 years of social impact experience working with nonprofits, foundations, and the public sector to collect, use, and share information that stimulates ongoing learning, and change.

This post is part of the Glasspockets’ #OpenForGood series in partnership with the Fund for Shared Insight. The series explores new tools, promising practices, and inspiring examples showing how some foundations are opening up the knowledge that they are learning for the benefit of the larger philanthropic sector. Contribute your comments on each post and share the series using #OpenForGood.

Kim Ammann HowardHaving recently spent two days with peer foundation evaluation directors, I am savoring the rich conversations and reflecting on how shared knowledge benefits my own thinking and actions. It also reminds me of how often those conversations only benefit those inside the room. To really influence the field, we need to build our knowledge sharing muscle beyond our four walls and usual circles. A new report from the Foundation Center, Open for Good: Knowledge Sharing to Strengthen Grantmaking, aims to help funders do just that, and I was happy to contribute some of The James Irvine Foundation’s own journey to the guide.

When I joined the Foundation at the end of 2015, there was already a commitment to transparency and openness that established knowledge sharing as part of the culture. It was something that attracted me to Irvine, and I was excited to build on the types of information collected and disseminated in the past, and to figure out how we could grow.

Open For Good CoverOur Framework

In 2016, we launched our new strategy, which focuses on expanding economic and political opportunity for California families and young adults who are working but struggling with poverty. This presented an opportune moment to articulate and set expectations about how impact assessment and learning (IA&L) is integrated in the work. This includes defining how we assess our progress in meeting our strategic goals, how we learn, and how we use what we learn to adapt and improve. We developed a framework that outlines our approach to IA&L – why we think it’s important, what principles guide us, and how we put IA&L into practice.

While the IA&L framework was designed as an internal guide, we decided to make it available externally for three reasons: to honor the Foundation’s commitment to transparency and openness; to hold ourselves accountable to what we say we espouse for IA&L; and to model our approach for colleagues at other organizations who may be interested in adopting a similar framework.

What We’re Learning

We’ve also dedicated a new portion of our website to what we are learning. We use this section to share knowledge with the field – and not only the end results of an initiative or body of research but also to communicate what happens in the middle – to be transparent about the work as we go.

For example, in 2017, we spent a year listening and learning from grantees, employers, thought leaders, and other stakeholders in California to inform what would become our Better Careers initiative. At the end of the year, we announced the goal of the initiative to connect low-income Californians to good jobs with family-sustaining wages and advancement opportunities. It was important for us to uphold the principles of feedback set in our IA&L framework by communicating with all the stakeholders who helped to inform the initiative’s strategy – it was also the right thing to do. We wanted to be transparent about how we got to our Better Career approach and highlight the ideas reflected in it as well as the equally valuable insights that we decided not to pursue. Given the resources that went into accumulating this knowledge, and in the spirit of greater funder collaboration, we also posted these ideas on our website to benefit others working in this space.

As we continue to build our knowledge sharing muscle at Irvine, we are exploring additional ways to communicate as we go. We are currently reflecting on what we are learning about how we work inside the foundation – and thinking about ways to share the insights that can add value to the field. Participating as a voice in the Foundation Center’s new Open for Good guide was one such opportunity, and the stories and lessons from other Foundations in the guide inspires our own path forward. 

--Kim Ammann Howard

Learn, Share, and We All Win! Foundation Center Releases #OpenForGood Guide and Announces Award Opportunity
May 10, 2018

Open For Good CoverMelissa Moy is special projects associate for Glasspockets.

This post is part of the Glasspockets’ #OpenForGood series in partnership with the Fund for Shared Insight. The series explores new tools, promising practices, and inspiring examples showing how some foundations are opening up the knowledge that they are learning for the benefit of the larger philanthropic sector. Contribute your comments on each post and share the series using #OpenForGood.

Knowledge is a resource philanthropy can’t afford to keep for itself, and as a result of a newly available guide, funders will now have a road map for opening up that knowledge. The new GrantCraft guide, Open for Good: Knowledge Sharing to Strengthen Grantmaking, supported by the Fund for Shared Insight, illustrates practical steps that all donors can take to create a culture of shared learning.

Philanthropy is in a unique position to generate knowledge and disseminate it, and this guide will help foundations navigate the process. Each year, foundations make $5 billion in grants toward knowledge production. These assessments, evaluations, communities of practice, and key findings are valuable, yet only a small fraction of foundations share what they learn, with even fewer using open licenses or open repositories to share these learnings. Foundations have demonstrated that some of the information they value most are lessons about “what did and didn’t work.” And yet, this is the same knowledge that foundations are often most reluctant to share.

The guide, part of Foundation Center’s larger #OpenForGood campaign, makes a strong case for foundations to openly share knowledge as an integral and strategic aspect of philanthropy. Through interviews with leaders in knowledge sharing, the guide outlines tested solutions to overcome common barriers to impart learnings, as well as essential components needed for funders to strengthen their knowledge-sharing practice. The guide emphasizes that sharing knowledge can deepen internal reflection and learning, lead to new connections and ideas, and promote institutional credibility and influence. 

Knowledge comes in all shapes and sizes – program and grantee evaluations, foundation performance assessments, thought leadership, formal and informal reflections that are shared among foundation staff and board members. The guide will help your foundation identify the types of information that can be shared and how to take actionable steps.

Download the Guide

OFGaward-528To further encourage funders to be more transparent, this week Foundation Center also announces the opening of a nomination period for the inaugural #OpenForGood Award  to bring due recognition and visibility to foundations who share challenges, successes, and failures to strengthen how we can think and act as a sector.

Three winning foundations will demonstrate an active commitment to open knowledge and share their evaluations through IssueLab. Winners will receive technical support to create a custom knowledge center for themselves or a grantee, as well as promotional support in the form of social media and newsletter space. Who will you nominate as being #OpenForGood?

--Melissa Moy 

To Serve Better, Share
May 3, 2018

Daniela Pineda, Ph.D., is vice president of integration and learning at First 5 LA, an independent public agency created by voters to advocate for programs and polices benefiting young children.

This post is part of the Glasspockets’ #OpenForGood series in partnership with the Fund for Shared Insight. The series explores new tools, promising practices, and inspiring examples showing how some foundations are opening up the knowledge that they are learning for the benefit of the larger philanthropic sector. Contribute your comments on each post and share the series using #OpenForGood.

Daniela Pineda Photo 2We share ideas freely on Pinterest, we easily give our opinions on products on Amazon and we learn from “how-to” videos on YouTube from the comfort of our homes. We even enjoy sharing and being creative by pulling ideas and concepts together.

Often, this is not what happens once we step foot in the office. We may find ourselves more reluctant to embrace sharing what works, learning what doesn’t and then applying these lessons to our work. It’s hard to speak about how things didn’t turn out as expected. It is as if we are saving the treasure of our knowledge for a rainy day, as if it’s a limited resource.

I believe in the power of being #OpenForGood, using knowledge to improve philanthropic effectiveness, in our case, to help create more opportunities and better outcomes for young children.

That’s why I am delighted to participate in a new how-to guide that was just released this week by sharing examples from our journey to opening up our knowledge at First5 LA. As part of Foundation Center’s #OpenForGood movement, the new GrantCraft guide Open for Good: Knowledge Sharing to Strengthen Grantmaking provides tips and resources, including strategies for knowledge sharing. Everyone benefits when organizations strengthen their knowledge sharing practices by enhancing organizational capacity and culture, and by understanding how to overcome common hurdles to sharing knowledge.  

“We can achieve more collectively and individually by sharing information and creating knowledge.”

As a public entity, First 5 LA is uniquely positioned to share knowledge with the field. Our mandate to be transparent serves as a powerful launchpad for sharing knowledge. For example, in our work with communities across Los Angeles County, we work to elevate the voices and perspectives of parents to leaders and lawmakers.

When we create opportunities for parents and policymakers to hear from each other, we are moving beyond a transparency requirement to foster more nuanced conversations on how we can all help improve outcomes for kids.

No matter your type of organization or mission -- foundations, nonprofit, government or business, we can achieve more collectively and individually by sharing information and creating knowledge.

Sharing information about what has worked, what hasn’t, and being open to learning lessons from others is a skill that sharpens your thinking, benefits the field, and helps advance your own goals, while also benefiting those you serve.

We must be mindful of the many potential roadblocks to sharing in service of becoming more effective, both inside and outside of our own organizations. Among them: egos and a lack of humility; competition for resources; a lack of incentives to share; and a lack of awareness of what information is shared and what outcomes it produces.

Sharing Sharpens Your Thinking

Failing to see knowledge sharing as part of your job amounts to lost opportunity, lost time, and lost resources. Making the time to find out what others are doing is important. At a minimum, we can feel empowered by the simple knowledge that we aren’t the only ones dealing with the problems we face in our jobs. In a best case scenario, we can adapt that information to our context, and try new ways to do our jobs better.

Open For Good CoverThis notion really hit home for me from a very simple online search when I started a new role. Curious if others were also grappling with similar issues about how to effectively evaluate place-based work, I searched a few sites. In philanthropy, we are fortunate to have impressive open online repositories such as Foundation Center’s Issue Lab, where we can find loads of information.

Indeed, my search led to several pieces on lessons learned from funders of place-based work. I fortunately found a thoughtful report on the topic at hand. But what was most useful, beyond reading the insight gleaned, was that I was then able to reach out to one of the authors to learn exactly what it meant to let the evaluation design evolve with the initiative.

Based on this connection, I refined a step on our learning agenda process to ensure we set the expectation that community voices were consulted earlier, during the planning phase of the project. While we had already planned for inclusion, I learned what types of pitfalls to avoid when structuring community engagement on a long-term evaluation project.

Since reaching out to my colleague, I have continued to learn from him and a broader network of learning practitioners who also value sharing knowledge. This concept of reaching out to others and asking simple questions is simple, and yet so few make the time to do it.

The truth is, great ideas can come from anywhere: a conversation on a commuter train, a session at a conference, or results from a search engine. Sharing, and being open to new ideas, serves to sharpen thinking and can improve your ability to achieve your philanthropic to  goals.

Sharing Benefits the Field

At a more global level, to make an impact on society and change things for the better, share what you know, and be willing to adjust your approach based on what you learn. That’s the approach we embrace at First 5 LA.

This not only helps our organization in our mission, but it sets an example for other like-minded organizations to open their viewpoints on sharing their successes and failures.

“Don’t save your knowledge for a rainy day—it’s an unlimited resource!”

For example, we recently worked with an evaluation partner to restructure the scope of its engagement. This was difficult because the project had been in place for a long time and the restructuring resulted in a more narrow scope. The partner was disappointed that we determined only two of the four initially designed subprojects remained relevant to our work. It could appear we were no longer committed to learn about this investment.

By being open with them, we also heard about their own concerns that the data would be of sufficient quality to conduct rigorous analyses. We listened and came up with a joint approach  to reach out to a different entity to secure an alternative data source. This worked, and now the project has been refocused, new data was secured, and the partner saw firsthand that while the approach changed, we were still committed to learning together.

Sharing information and outcomes is essential to being influencers in our areas of expertise. And learning from others is essential to being assets within our fields. In this case, we landed on an alternative approach to leverage data, and we maintained a productive relationship with our partner. We plan to share this approach broadly so that it can spark new ideas and insights or confirm an approach among other grantmakers grappling with similar issues.

Once we as individuals, managers and organizations can distill and discern knowledge, we can apply it to our own important work for public good, and share it with others to help them with theirs.

Sharing Is a Skill

These sharing efforts should permeate your organization, beyond the C-suite. Leaders must lead by example and encourage staff to see themselves as gatherers – and contributors – of knowledge to their fields.

Ultimately, learning to share information is a skill. To do this, and to glean the best information from data includes sharing it with others both inside and outside of your organization.

But collecting reams of information will do us no good if we do not have a specific plan for the data, and then analyze what it means in a bigger universe – and for those we serve.

At First 5 LA, we take a very pragmatic approach to data collection. First, we work with our programs to identify the specific systems we are trying to impact. Once that is determined, we then create learning agendas, which are tools for us to prioritize the key learning questions that will help us know if we are making progress on behalf of kids in Los Angeles  County.

Our approach requires that we specify how we plan to use those data before we collect it. Data should be tied to specific learning questions.

We are proud of our work and approach to use learning as a strategy, and it is not always easy to let others benefit from what we learn the hard way.

But our work is not ultimately about a singular institution. And you don’t need to save your knowledge for a rainy day—it’s usually an unlimited resource! It’s about huddling under a shared umbrella in stormy weather, and basking together in the sunshine for the ones who need us the most. Those we serve.

--Daniela Pineda

Knowledge Sharing to Strengthen Grantmaking
April 26, 2018

Clare Nolan, MPP, co-founder of Engage R+D, is a nationally recognized evaluation and strategy consultant for the foundation, nonprofit and public sectors. Her expertise helps foundations to document and learn from their investments in systems and policy change, networks, scaling, and innovation. This post also appears on the Grantmakers for Effective Organizations’ (GEO) Perspectives blog.

This post is part of the Glasspockets’ #OpenForGood series in partnership with the Fund for Shared Insight. The series explores new tools, promising practices, and inspiring examples showing how some foundations are opening up the knowledge that they are learning for the benefit of the larger philanthropic sector. Contribute your comments on each post and share the series using #OpenForGood.

Clare Nolan PhotoKnowledge has the power to spark change, but only if it is shared. Many grantmakers instinctively like the idea of sharing the knowledge they generate with others. But in the face of competing priorities, a stronger case must be made for foundations to devote time and resources to sharing knowledge. The truth is that when foundations share knowledge generated through evaluation, strategy development and thought leadership, they benefit not only others but also themselves. Sharing knowledge can deepen internal reflection and learning, lead to new connections and ideas, and promote institutional credibility and influence.

Foundations can strengthen their knowledge sharing practices by enhancing organizational capacity and culture, and by understanding how to overcome common hurdles to sharing knowledge. The forthcoming GrantCraft guide Open for Good: Knowledge Sharing to Strengthen Grantmaking provides tips and resources for how foundations can do just that. My organization, Engage R+D, partnered with Foundation Center to produce this guide as part of #OpenForGood, a call to action for foundations to openly share their knowledge.

Knowledge Sharing GraphTo produce the guide, we conducted interviews with the staff of foundations, varying by origin, content focus, size, and geography. The participants shared their insights about the benefits of sharing knowledge not only for others, but also for their own organizations. They also described strategies they use for sharing knowledge, which we then converted into concrete and actionable tips for grantmakers. Some of the tips and resources available in the guide include:

  • A quiz to determine what type of knowledge sharer you are. Based upon responses to questions about your organization’s capacity and culture, you can determine where you fall within a quadrant of knowledge sharing (see visual). The guide offers tips for how to integrate knowledge sharing into your practice in ways that would be a good fit for you and your organization.
  • Nuts and bolts guidance on how to go about sharing knowledge. To take the mystery out of the knowledge sharing process, the guide breaks down the different elements that are needed to actually put knowledge sharing into practice. It provides answers to common questions grantmakers have on this topic, such as: What kinds of knowledge should I be sharing exactly? Where can I disseminate this knowledge? Who at my foundation should be responsible for doing the sharing?
  • Ideas on how to evolve your foundation’s knowledge-sharing practice. Even foundation staff engaged in sophisticated knowledge-sharing practices noted the importance of evolving their practice to meet the demands of a rapidly changing external context. The guide includes tips on how foundations can adapt their practice in this way. For example, it offers guidance on how to optimize the use of technology for knowledge sharing, while still finding ways to engage audiences with less technological capacity.

The tips and resources in the guide are interspersed with quotes, audio clips, and case examples from the foundation staff members we interviewed. These interviews provide voices from the field sharing tangible examples of how to put the strategies in the guide into practice.

Want to know how your foundation measures up when it comes to knowledge sharing? We are pleased to provide readers of this blog with an advance copy of Chapter 2 from the forthcoming Guide which includes the quiz referenced above. Want to learn more? Sign up for the Foundation Center’s GrantCraft newsletter and receive a copy of the Guide upon its release. And, for those who are attending the GEO conference next week in San Francisco, visit us at our #OpenForGood pop-up quiz station where you can learn more about what kind of knowledge sharer you are.

--Clare Nolan

Increasing Attention to Transparency: The MacArthur Foundation Is #OpenForGood
April 17, 2018

Chantell Johnson is managing director of evaluation at the John D. and Catherine T. MacArthur Foundation. This post is part of the Glasspockets’ #OpenForGood series in partnership with the Fund for Shared Insight. The series explores new tools, promising practices, and inspiring examples showing how some foundations are opening up the knowledge that they are learning for the benefit of the larger philanthropic sector. Contribute your comments on each post and share the series using #OpenForGood.

Chantell Johnson photoAt MacArthur, the desire to be transparent is not new. We believe philanthropy has a responsibility to be explicit about its values, choices, and decisions with regard to its use of resources. Toward that end, we have long had an information sharing policy that guides what and when we share information about the work of the Foundation or our grantees. Over time, we have continued to challenge ourselves to do better and to share more. The latest refinement of our approach to transparency is an effort toward increasingly sharing more knowledge about what we are learning. We expect to continue to push ourselves in this regard, and participating in Foundation Center’s Glasspockets  and #OpenForGood movements are just a couple of examples of how this has manifested.

In recent years, we have made a more concerted effort to revisit and strengthen our information sharing policy by:

  • Expanding our thinking about what we can and should be transparent about (e.g., our principles of transparency guided our public communications around our 100&Change competition, which included an ongoing blog);
  • Making our guidance more contemporary by moving beyond statements about information sharing to publishing more and different kinds of information (e.g., Grantee Perception Reports and evaluation findings);
  • Making our practices related to transparency more explicit; and
  • Ensuring that our evaluation work is front and center in our efforts related to transparency.

Among the steps we have taken to increase our transparency are the following:

Sharing more information about our strategy development process.
The Foundation's website has a page dedicated to How We Work, which provides detailed information about our approach to strategy development. We share an inside look into the lifecycle of our programmatic efforts, beginning with conceptualizing a grantmaking strategy through the implementation and ending phases, under an approach we refer to as Design/Build. Design/Build recognizes that social problems and conditions are not static, and thus our response to these problems needs to be iterative and evolve with the context to be most impactful. Moreover, we aim to be transparent as we design and build strategies over time. 

“We have continued to challenge ourselves to do better and to share more.”

Using evaluation to document what we are measuring and learning about our work.
Core to Design/Build is evaluation. Evaluation has become an increasingly important priority among our program staff. It serves as a tool to document what we are doing, how well we are doing it, how work is progressing, what is being achieved, and who benefits. We value evaluation not only for the critical information it provides to our Board, leadership, and program teams, but for the insights it can provide for grantees, partners, and beneficiaries in the fields in which we aim to make a difference. Moreover, it provides the critical content that we believe is at the heart of many philanthropic efforts related to transparency.

Expanding the delivery mechanisms for sharing our work.
While our final evaluation reports have generally been made public on our website, we aim to make more of our evaluation activities and products available (e.g., landscape reviews and baseline and interim reports). Further, in an effort to make our evaluation work more accessible, we are among the first foundations to make all of our evaluation reports publicly available as part of Foundation Center's #OpenForGood campaign.

Further evidence of the Foundation's commitment to increased transparency includes continuing to improve our “Glass Pockets” by sharing:

  • Our searchable database of grants, including award amount, program, year, and purpose;
  • Funding statistics including total grants, impact investments, final budgeted amounts by program, and administrative expenses (all updated annually);
  • Perspectives of our program directors and staff;
  • Links to grantee products including grant-supported research studies consistent with the Foundation's intellectual property policies;
  • Stories highlighting the work and impact of our grantees and recipients of impact investments; and
  • Center for Effective Philanthropy Grantee Perception report results

Going forward, we will look for additional ways to be transparent. And, we will challenge ourselves to make findings and learnings more accessible even more quickly.

--Chantell Johnson 

Are You Over or Under-Protecting Your Grants Data? 5 Ways to Balance Transparency and Data Protection in Sensitive Contexts
April 12, 2018

Laia Griñó is director of data discovery at Foundation Center. This post also appears in the Human Rights Funders Network's blog.

Laia Grino photoOver the last few months, this blog has presented insights gained from the Advancing Human Rights initiative’s five-year trend analysis. Getting to these insights would not have been possible had not a growing number of funders decided to consistently share more detailed data about their grantmaking, such as through Foundation Center’s eReporting program. In a field where data can pose real risks, some might feel that this openness is ill-advised. Yet transparency and data protection need not be at odds. By operating from a framework of responsible data, funders can simultaneously protect the privacy and security of grantees and contribute to making the human rights field more transparent, accountable, and effective.

This topic – balancing transparency and data protection – was the focus of a session facilitated by Foundation Center at the PEAK Grantmaking annual conference last month. Our goal was not to debate the merits of one principle over the other, but to help provide a framework that funders can use in determining how to share grants data, even in challenging circumstances. What follows are some of the ideas and tips discussed at that session (a caveat here: these tips focus on data shared voluntarily by funders on their website, with external partners like Foundation Center, etc.; we recognize that funders may also face legal reporting requirements that could raise additional issues).

HRFN Graphic

  • Think of transparency as a spectrum: Conversations regarding data sharing often seem to end up at extremes: we must share everything or we can’t share anything. Instead, funders should identify what level of transparency makes sense for them by asking themselves two questions: (1) What portion of our grants portfolio contains sensitive data that could put grantees at risk if shared? and (2) For the portion of grants deemed sensitive, which grant details – if any – are possible to share? Based on our experience with Advancing Human Rights, in most cases funders will find that it is possible to share some, if not most, of their grants information.
  • Assess the risks of sharing data: Answering these questions requires careful consideration of the consequences if information about certain grants is made public, particularly for grantees’ security. As noted at the PEAK session, in assessing risks funders should not only consider possible negative actions by government actors, but also by actors like militant groups or even a grantee’s community or family. It is also important to recognize that risks can change over time, which is why it is so critical that funders understand what will happen with the data they share; if circumstances change, they need to know who should be notified so that newly sensitive data can be removed.
  • Get grantees’ input: Minimizing harm to grantees is of utmost importance to funders. And yet grantees usually have little or no input on decisions about what information is shared about them. Some funders do explicitly ask for grantees’ consent to share information, sometimes at multiple points along the grant process. This could take the form of an opt-in box included as part of the grant agreement process, for example. At a minimum, grantees should understand where and how data about the grant will be used.
  • Calibrate what is shared based on the level of risk: Depending on the outcomes of their risk assessment (and grantees’ input), a funder may determine that it’s inadvisable to share any details about certain grants. In these cases, funders may opt not to include those grants in their reporting at all, or to only report on them at an aggregate level (e.g., $2 million in grants to region or country X). In situations where it is possible to acknowledge a grant, funders can take steps to protect a grantee, such as: anonymizing the name of the grantee; providing limited information on the grantee’s location (e.g., country only); and/or redacting or eliminating a grant description (note: from our experience processing data, it is easy to overlook sensitive information in grant descriptions!).
  • Build data protection into grants management systems: Technology has an important role to play in making data protection systematic and, importantly, manageable. For example, some funders have “flags” to indicate which grants can be shared publicly or, conversely, which are sensitive. In one example shared at PEAK, a grants management system has been set up so that if a grant has been marked as sensitive, the grantee’s name will automatically appear as “Confidential” in any reports generated. These steps can minimize the risk of data being shared due to human error.

Transparency is at the core of Foundation Center’s mission. We believe deeply that transparency can not only help build public trust but also advance more inclusive and effective philanthropy. For that reason, we are committed to being responsible stewards of the data that is shared with us (see the security plan for Advancing Human Rights, for example). A single conference session or blog post cannot do justice to such a complex and longdebated topic. We are therefore thankful that our colleagues at Ariadne360Giving and The Engine Room have just started a project to provide funders with greater guidance around this issue (learn more in these two thoughtful blog posts from The Engine Room, here and here). We look forward to seeing and acting on their findings! 

--Laia Griñó

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About Transparency Talk

  • Transparency Talk, the Glasspockets blog, is a platform for candid and constructive conversation about foundation transparency and accountability. In this space, Foundation Center highlights strategies, findings, and best practices on the web and in foundations–illuminating the importance of having "glass pockets."

    The views expressed in this blog do not necessarily reflect the views of the Foundation Center.

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