Transparency Talk

Category: "Collaboration" (58 posts)

Open Access to Foundation Knowledge
October 25, 2017

This post is part of the Glasspockets #OpenForGood series in partnership with the Fund for Shared Insight. This post also appears in Medium. The series explores new research and 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.

Lisa Brooks Photo
Lisa Brooks

Foundations have a lot of reasons to share knowledge. They produce knowledge themselves. They hire others to research and author works that help with internal strategy development and evaluation of internal strategies, programs, and projects. And they make grants that assist others in gaining insight into social issues — be it through original research, evaluation work, or other work aimed at creating a better understanding of issues so that we can all pursue better solutions to social problems. In almost all aspects of foundation work, knowledge is an outcome.

While openly sharing this knowledge is uneven across the social sector, we do see more and more foundations starting to explore open access to the knowledge assets they make possible. Many foundations are sharing more intentionally through their websites, external clearinghouses, and other online destinations. And more foundations are suggesting — sometimes requiring — that their grantees openly share knowledge that was produced with grant dollars.

Lacey Althouse Photo
Lacey Althouse

Some foundations are even becoming open access champions. For example, the Hewlett Foundation has authored a terrifically helpful free toolkit that provides an in-depth how-to aimed at moving foundation and grantee intellectual property licensing practices away from “all rights reserved” copyrights and toward “some rights reserved” open licenses. (Full disclosure: IssueLab is included in the toolkit as one solution for long term knowledge preservation and sharing.) (“Hewlett Foundation Open Licensing Toolkit for Staff”)

For those who are already 100% open it’s easy to forget that, when first starting out, learning about open access can be daunting. For those who are trying to open up, like most things, getting there is a series of steps. One step is understanding how licensing can work for, or against, openness. Hewlett’s toolkit is a wonderful primer for understanding this. IssueLab also offers some ways to dig into other areas of openness. Check out Share the Wealth for tips.

Hawaii

 

However it is that foundations find their way to providing open access to the knowledge they make possible, we applaud and support it! In the spirit of International Open Access Week’s theme, “Open in order to….,” here’s what a few leading foundations have to say about the topic of openness in the social sector.

James Irvine Foundation 
Find on IssueLab.

“We have a responsibility to share our knowledge. There’s been a lot of money that gets put into capturing and generating knowledge and we shouldn’t keep it to ourselves.”

-Kim Ammann Howard, Director of Impact Assessment and Learning

Hewlett Foundation
Find on IssueLab.

“Our purpose for existing is to help make the world a better place. One way we can do that is to try things, learn, and then share what we have learned. That seems obvious. What is not obvious is the opposite: not sharing. So the question shouldn’t be why share; it should be why not share.”

-Larry Kramer, President

Hawaii Community Foundation
Find on IssueLab.

“Openness and transparency is one element of holding ourselves accountable to the public — to the communities we’re either in or serving. To me, it’s a necessary part of our accountability and I don’t think it should necessarily be an option.

-Tom Kelly, Vice President of Knowledge, Evaluation and Learning

The David and Lucile Packard Foundation
Find on IssueLab.

“Why do we want to share these things? …One, because it’s great to share what we’re learning, what’s worked, what hasn’t, what impact has been made so that others can learn from the work that our grantees are doing so that they can either not reinvent the wheel, gain insights from it or learn from where we’ve gone wrong… I think it helps to build the field overall since we’re sharing what we’re learning.”

-Bernadette Sangalang, Program Officer

The Rockefeller Foundation
Find on IssueLab

“To ensure that we hold ourselves to this high bar, The Rockefeller Foundation pre-commits itself to sharing the results of its evaluations — well before the results are even known.”

-Veronica Olazabal, Shawna Hoffman, and Nadia Asgaraly
(Read more on why the Rockefeller Foundation is open for good.)

If you are a foundation ready to make open access the norm as part of your impact operations, here’s how you can become an open knowledge organization today.

IssueLab believes that social sector knowledge is a public good that is meant to be freely accessible to all. We collect and share the sector’s knowledge assets and we support the social sector’s adoption of open knowledge practices. Visit our collection of ~23,000 open access resources. While you’re there, add your knowledge — it takes minutes and costs nothing. Find out what we’re open in order to do here. IssueLab is a service of Foundation Center.

--Lisa Brooks and Lacey Althouse

Give for Good: Telling Your Corporate Philanthropy Story
October 11, 2017

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

2x3Debbie IMG 008I have been devoted to philanthropy for a long time because I love it. But when I think about what I enjoy the most, it’s learning about the lives that are changed and the impact of the work. As a result, I’m a big fan of telling your philanthropy story, loud and clear. While humility may lead you to keep your philanthropy anonymous because you don’t want to “toot your own horn” or perhaps to avoid being flooded with requests, being transparent with well-told stories about the positive results of giving back can be very inspirational for other businesses, engaging for employees, and also help your favorite causes to build momentum.

So it’s important to tell your story both internally within the company and externally to the public.

Salesforce Group photo

Internal Communication

Cone LLC, a noted strategy and communications firm, found that 87 percent of Americans’ job loyalty would increase if their company supported activities that would improve society. Internally telling your story allows employees to see themselves and their co-workers doing good in the world by giving back, generating pride in the knowledge that their company helps improve the community.

There are many ways to share your good work with your staff: company newsletters, meetings, blogs, on your website, in social media, at new hire orientations, and visually around the office.

Salesforce, the San Francisco-based cloud computing company, is a great example of a corporation that gives back and makes it a big deal. Salesforce was ranked #1 in the 2017 Fortune 50 Best Workplaces for Giving Back. 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!

Facebook Screen Shot No CropExternal Communication

Communicating externally is critical so that others know about a company’s generosity and culture of corporate citizenship. According to a Cone LLC survey, 80 percent of US adults favor brands that are socially responsible over others of similar price and quality that aren’t associated with charitable causes, and further, nearly 20 percent would switch to a more expensive brand to support a good cause. However, if you don’t get the word out about your good work, consumers won’t know to choose your brand.

There are also many methods for communicating your good deeds externally, including your website, in social media, in customer or public newsletters, at shareholder meetings, in external blogs, in company brochures, via public relations and industry publications. The Glasspockets’ transparency self-assessment tool provides a helpful roadmap with many ideas for how corporate philanthropy can open up its work. Human interest stories and photos are highly engaging, so use storytelling for maximum effect.

Rackspace, the San Antonio-based managed cloud provider, has a very active employee volunteer group and shares information about its activities and volunteering through a dedicated communications portal, Rack Gives Back.  Rack Gives Back also has a knack for communicating with followers.

Newsletter ScreenshotSalesforce, too, shares its 1:1:1 social responsibility plan externally through its website. The Salesforce 1:1:1 model is about integrating corporate philanthropy by encouraging businesses to pledge to give 1% of its product, time, and resources to philanthropy from an early stage. This example is unique, because it’s clear that Salesforce is not just aiming to highlight stories about its giving, but also trying to grow a movement by motivating corporate peers to prioritize giving.

And you don’t need to be a Fortune 500 company to share these stories. Another good example of sharing giving news comes from Austin-based sign maker, BuildASign, which supported relief efforts for Hurricane Harvey victims then told their customers and followers about it in a colorful newsletter.

Last but not least, another great way to share your philanthropy story is through an annual giving report posted to your website. Many companies are now realizing the importance of including corporate giving close-ups in these reports. Here are a few examples:

  1. HP sets up access to its report by stating the importance of transparency
  2. Procter and Gamble uses its report to share its community impact
  3. Unilever provides ongoing progress on its sustainable living hub

These are only a few examples of how companies are increasingly using internal and external platforms to share the good that they are doing in the world.

How are you telling your story?

--Debbie Johnson

Give For Good Book CoverGive for Good: A How-to-Guide for Business Giving

Learn more about Debbie Johnson and Sam Woolard's book Give for Good: A How-to-Guide for Business Giving.  In the book, Johnson brings her business expertise and extensive nonprofit volunteering to bear, helping clients be strategic in their philanthropy.  

No Moat Philanthropy Part 3: Building Your Network
October 4, 2017

Jen Ford Reedy is President of the Bush Foundation. On the occasion of her fifth anniversary leading the foundation, she reflects on efforts undertaken to make the Bush Foundation more permeable. Because the strategies and tactics she shares can be inspiring and helpful for any grantmaker exploring ways to open up their grantmaking, we are devoting our blog space all week to the series. This is the third post in the five-part series.

Reedyjenniferford-croppedIn yesterday’s post I shared how we have tried to bring different perspectives into the Foundation.  Today’s post is mostly about getting out of the Foundation, to meet new people.  This is the third principle of No Moat Philanthropy.

Principle #3: Continuously and intentionally connect with new people

Five years ago we had close working relationships with people in each of our initiative areas. While we valued those relationships, we kept a pretty tight circle. We knew people wanted money from us, and we also knew their chances of receiving it were slim. This can be awkward and who wants that? While avoiding awkwardness can make life more pleasant, we now believe embracing that awkwardness actually makes us smarter. While we can only fund a limited number of people and organizations, interacting with lots and lots of people and organizations helps us better understand our region and make better, more informed strategic choices and funding decisions.

We believe in the power of networks. We believe that a community’s strength and diversity of connections help define its capacity for resilience and innovation. We work to ensure we are continuously connecting with new and different people. Each year, we set outreach priorities for geographic areas, cultural communities and/or sectors based on our analysis of where our network is weakest. Then we strive to make new connections in a way that creates connections between others, too. Specifically we:

“We believe that a community’s strength and diversity of connections help define its capacity for resilience and innovation.”

Hold office hours to meet with people all around the region. We hold “office hours” in communities around the region for anyone interested in with our Foundation staff. These are sometimes coupled with a listening session, co-hosted with a local partner, that allow us to understand what issues are most important to the community.

Sponsor and attend other people’s events. We introduced an open process to request Bush Foundation sponsorship of events. We had been sponsoring some events, but we never considered it a program strategy. One of the primary criteria for event sponsorship is whether it will help us connect with people who might benefit from learning about our work. This might include having a Bush Foundation booth manned by staff members who are there to meet and field questions from attendees.

Host events designed for connection. We were already hosting a number of events to build relationships with and among our Fellows and grantees. In the past five years, however, we have taken our events strategy to a higher level by focusing on connecting people across our programs with people beyond our existing grantee and Fellowship networks. The best example of this is bushCONNECT, our flagship event which brings together 1,100 leaders from the region. To ensure we are attracting individuals beyond our community network, we engage “recruitment partners” from around the region who receive grant support to recruit a cohort from within their network to bring to the event, thereby ensuring bushCONNECT attendees more fully represent the geography — and diversity — of our region.

Take cohorts of people to national events. We also offer scholarships for cohorts of people from our region to attend national conferences together. During the event, we create opportunities to build connections with and among the attendees from the region. This allows us to meet and support more people in the region, build attendees’ individual networks, and ensure leaders in our region are both contributing to and benefitting from national conversations.

We are not throwing parties for fun.  We see relationship building as core to our strategy.  We see every interaction as an opportunity to influence and be influenced.  More on that tomorrow.

--Jen Ford Reedy

The Power of Narrative: Philanthropy and Storytelling
August 31, 2017

Nicole Richards is Chief Storyteller at Philanthropy Australia

Nicole Richards photoWhen it comes to storytelling, philanthropy generally gets a failing grade.

It’s not that we’re short on great stories—they’re everywhere. We hear, see and experience them every day in our work to catalyse positive social change. The story opportunities in philanthropy flow as bountifully as the chocolate river in Willie Wonka’s chocolate factory.

But who has the time to capture them so that they become more than just a feel-good anecdote? Who has the capacity to tell them in a way that might influence others to act? Most of us are too busy with the business of grantmaking and measuring impact to share more than the occasional story at a board meeting or conference. Thousands of stories slip away.

Willy Wonka & RiverThat’s to our detriment. Humans are hard-wired for storytelling—stories are what connect us.

Three months ago, I stepped into the newly created role of Chief Storyteller at Philanthropy Australia, the national industry association for giving in Australia. The position, which is directly aligned with the organization’s strategic plan, has been backed for three years by five local funders who believe in the power and potential of storytelling to grow giving in this country.

The stories I tell span the spectrum of philanthropy, with a view to increasing transparency for a diverse cast of philanthropic actors. From collective giving groups and newly established private ancillary funds to the country’s oldest philanthropic foundations—the stories and the protagonists are distinct but the intent is the same: to make a difference.

Some of those are human interest stories that profile funders and their giving journeys case studies that showcase good practices, and opinion-style narratives designed to challenge the status quo.

From what we’ve seen, the appetite for these stories is boundless—philanthropists of all sizes and persuasions love learning from the collective experience of their peers. Telling these stories, or better yet, passing the mic so that the stories can be recounted firsthand by the funders, their nonprofit partners and the communities they serve, is a powerful form of knowledge sharing, of connecting people with new ideas and networks.

While it’s easy enough to find  and package the stories for ready consumption by those already practicing philanthropy, the bigger challenge is to send the stories beyond the echo chamber and put them before would-be philanthropists and aspiring social change makers. 

That’s as much about opening up philanthropy to demystify it for the uninitiated as it is about sharing stories of philanthropic impact for other philanthropy insiders. Philanthropy is too often viewed as the closed-door, exclusive domain of the ultra-wealthy. As agents of philanthropy, we have a responsibility to bust that myth and lift the veil.

Not all the stories we choose to tell should gleam like candy—the authenticity of the story is critical to its impact. We need more cautionary tales such as stories of failure, of missteps and strategies that went awry. By sharing the stories that aren’t sugar-coated, we make philanthropy less opaque, more accessible and ultimately more effective. By making storytelling a part of our process, we begin to normalize a culture of openness.

While crooning about pure imagination beside his chocolate river, Willie Wonka intoned: “Want to change the world…there’s nothing to it.”

We know he’s wrong on that front, but his golden ticket giveaway of the chocolate factory was a great story.

There’s a story behind every act of giving. For the sake of more and better philanthropy, it’s time we took those stories beyond the chocolate factory gates.

--Nicole Richards

 

I Thought I Knew You: Grants Data & the 990PF
August 23, 2017

(Martha S. Richards is the Executive Director of the James F. and Marion L. Miller Foundation in Portland, Oregon.)

This post is part of a Transparency Talk series, presented in partnership with the Conrad N. Hilton Foundation, examining the importance of the 990-PF, the informational tax form that foundations must annually file. The series will explore the implications of the open 990; how journalists and researchers use the 990-PF to understand philanthropy; and its role, limitations, and potential as a communications tool.

Join us at a session about the Open 990PF in partnership with Grantmakers of Oregon and Southwest Washington. Learn more or register here.

Martha Richards photoI have a confession to make. Up until a few years ago when this story begins, I used to take the 990PF for granted. I thought of it as something that ensured we were following federal regulations and that if we filed it on time and followed the reporting practices we had always used, that this would be sufficient for all concerned. I was also pretty certain no one but a few insiders within the government and perhaps a handful of philanthropy groups would ever bother to read it.

Well, you might have heard the expression: "You don't know what you don't know," and that's a good segue to what I have to share.

In Spring 2010, the Coalition of Communities of Color (CCC) released a study -- Communities of Color in Multnomah County: an Unsettling Profile -- which defined the disparities facing communities of color in Oregon's largest urban area, Portland. Inspired by this analysis, that December, Foundation Center (FC) and Grantmakers of Oregon and SW Washington (GOSW) co-presented Grantmaking to Communities of Color in Oregon -- a groundbreaking report that acknowledged that philanthropy was part of the problem. The report estimated only 9.6% of grants awarded in 2008 by Oregon private and community funders actually reached communities of color.

While the data told a moving story, the source of the data also became a parallel conversation because the philanthropic community here in Oregon learned about the limitations of using tax returns to tell such important stories. The grant descriptions in our 990s rarely disclose details about the intended beneficiaries of the grants—even if we know them.

The result: We embarked on a long journey to address both issues. While GOSW and CCC hosted a forum to raise awareness of the reports and their attendant policy recommendations, foundations committed to look more closely at their giving practices as well as their data collection efforts, especially emphasizing collecting better beneficiary data, and reporting relationship with Foundation Center.

This prompted us at the James F. and Marion L. Miller Foundation to examine our own giving and how we could describe its reach. We fund in the areas of arts and K-12 education. We have a small staff. Our application process did not require a detailed analysis of demographic data from arts applicants or schools, nor an understanding of the diverse nature of nonprofit leadership among our grantees. We realized that we did not know if the grants we made were reaching the populations we hoped to serve.

As part of this effort, I chaired a GOSW-led Data Work Group to explore how to obtain more meaningful data sets without adding to the length and complexity of our application processes. We invited nonprofit partners to the table. We studied Foundation's Center's processes and invited their staff to meet with and advise us. We tried, tested, and began to encourage nonprofits to help us learn more about how and who we were reaching with our philanthropic dollars. Eventually, we encouraged many of our Oregon foundations to become eReporters to Foundation Center, providing more detailed descriptions of what the grant was for, and who was reached with the funding. Our reports to the Foundation Center and to the IRS have improved, and we make an effort to report detailed demographic information.

Before and After Chart

However, we discovered that it can be difficult for some types of organizations to capture specific demographic data. In the arts, for instance, outside of audience surveys, one generally does not complete a demographic survey to buy a ticket. At the Miller Foundation, we chose to partner with DataArts to collect financial and audience data on our arts grantees. Arts organizations annually complete the profile and it can be used for several arts funders in the state. Their demographic profile is still being developed, but it will encourage better data information and capture in the future. Unfortunately, this platform does not exist for other nonprofits.

Get on the Map

Get on the Map encourages foundations to share current and complete details about their grantmaking with Foundation Center. The interactive map, databases and reports allow foundations to have a better understanding of grantee funding and demographics.

We didn't know it then, but as a result of our committee's efforts, a new data improvement movement was born, called Get on the Map (GOTM). GOTM encourages foundations to share current and complete details about their grantmaking with Foundation Center, so the Maps, databases, and reports it issues are as accurate as possible. The grants we share also populate an interactive map that members of GOSW have access to, which means that we have a better idea of the ecosystem in which we work. It has since scaled nationally with other regions also committing to improve the data they collect and share about their grantmaking so we can all be less in the dark about what efforts are underway and who is working on them.

As a result, today our foundation has a better understanding of who our grantees are serving and reaching today, than we did seven years ago, and I think we are also doing a better job of sharing that story with the IRS, Foundation Center, and the many sets of eyes I now know view those platforms.

We are still learning what we do not know. But at least, now we know what we do not know.

-- Martha Richards


Coming to Grantmakers of Oregon and Southwest Washington: To learn more about what story your 990PF tells about your foundation, register to attend Once Upon a 990PF. Visit the GOSW website for more information and to register.

Crafting A Better Tap of Knowledge
August 9, 2017

Gabriela Fitz is director of knowledge management initiatives at Foundation Center. This post is part of the Glasspockets’ #OpenForGood series in partnership with the Fund for Shared Insight. The series explores new research and 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.

Gabi Fitz photoThis past weekend, I went to visit an old meat packing plant in Chicago’s Back of the Yards neighborhood. The plant, renamed “Plant Chicago,” serves as a workshop and food production space, playing host to a number of micro-enterprises including a brewery and bakery. But it wasn’t the beer or even the pies that drew me there. It was their tagline, “Closed Loop, Open Source.”

If you know me (or the work of IssueLab at all), you know why I couldn’t resist. The closed loop approach is all about a circular economy, where we take “waste from one process and re-purpose it as inputs for another, creating a circular, closed-loop model of material reuse.” It’s a simple principle and one that I imagine most of us would get behind.

But what’s not so simple is building and maintaining those closed loop systems so that people begin to see (and taste) the benefits. Standing in the lobby of Plant Chicago it was painfully clear to me that circular economies, whether they are in food production or in knowledge production, require more than just good intentions.

Plant Chicago
Plant Chicago, a workshop and food production space, hosts micro-enterprises, including a brewery and bakery. Credit: Gabriela Fitz

Just as I started to feel the familiar weight of trying to execute systems change, I spotted a small sketch of a pyramid amongst a number of technical diagrams and development plans covering a large wall. This simple sketch was similar to a model many of you are probably familiar with but  is still worth describing. In the sketch, the base of the pyramid was labeled “beliefs and values.” The next level up was “practices and actions.” The top of the pyramid was “results.”

When it comes to the closed loop we care so much about at IssueLab, we keep seeing organizations try to skip from beliefs to results. The social sector wants shared learning without sharing; collective impact without collectivized intelligence. But open knowledge - like any sector-wide or organizational change - has to include a change in practices, not just beliefs. If we don’t adopt open knowledge practices, we can’t expect to see the results we hope for: improved program design and delivery at the community level or less duplication of avoidable mistakes. If we truly want to live up to the #OpenForGood ideal, our beliefs and values are simply not sufficient. (Note that the definition of closed loop I quote above is not about beliefs, it’s about actions, relying on verbs like “take,” “re-purpose,” and “create.”)

The good news is that we have the infrastructure to make a circular knowledge economy possible. We’ve built the plant. Tools like open licenses and open repositories were designed to facilitate and support change in knowledge sharing practices, making it easier for foundations to move up the levels of the pyramid.

Now, we just need to start taking a couple simple actions that reflect our beliefs and move us towards the results we want to see. If you believe in the #OpenForGood principle that social sector knowledge is a public good from which nonprofits and foundations can benefit, your foundation can: 1) use open licensing for your knowledge products, and 2) earn an #OpenForGood badge by sharing your knowledge products, like evaluations, through IssueLab’s open repository. Once those practices are as much part of the normal way of doing foundation business as cutting checks and producing summary reports are, we can all sit back and enjoy that beer, together.

--Gabriela Fitz

How to Make Grantee Reports #OpenForGood
July 20, 2017

Mandy Ellerton and Molly Matheson Gruen joined the [Archibald] Bush Foundation in 2011, where they created and now direct the Foundation's Community Innovation programs. The programs allow communities to develop and test new solutions to community challenges, using approaches that are collaborative and inclusive of people who are most directly affected by the problem. 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.

Ellertonmandy20152
Mandy Ellerton

When we started working at the Bush Foundation in 2011, we encountered a machine we’d never seen before: the Lektriever. It’s a giant machine that moves files around, kind of like a dry cleaner’s clothes rack, and allows you to seriously pack in the paper. As a responsible grantmaker, it’s how the Bush Foundation had meticulously tracked and stored its files for posterity - in particular, grantee reports - for decades.

In 2013, the Bush Foundation had the privilege of moving to a new office. Mere days before we were to move into the new space, we got a frantic call from the new building’s management. It turned out that the Lektrievers (we actually had multiple giant filing machines!) were too heavy for the floor of the new building, which had to be reinforced with a number of steel plates to sustain their weight.

MMG 2015 Headshot1
Molly Matheson Gruen

The Lektrievers symbolized our opportunity to become more transparent and move beyond simply preserving our records, instead seeing them as relevant learning tools for current audiences. It was time to lighten the load and share this valuable information with the world.

Even with all this extra engineering, we would still have to say goodbye to one of the machines altogether for the entire system to be structurally sound. We had decades of grantee stories, experiences and learning trapped in a huge machine in the inner sanctum of our office, up on the 25th floor. 

Learning Logs Emerge

We developed our grantee learning log concept in the Community Innovation Programs as one way to increase the Foundation’s transparency. At the heart of it, our learning logs are a very simple concept: they are grantee reports, shared online. But, like many things that appear simple, once you pull on the string of change – the complexity reveals itself.

“Every Community Innovation project is an opportunity for others to learn and the learning logs are a platform to share this learning.”

Before we could save the reports from a life of oblivion in the Lektriever, build out the technology and slap the reports online, we needed to entirely rethink our approach to grantee reporting to create a process that was more mutually beneficial. First, we streamlined our grant accountability measures (assessing whether the grantees did what they said they’d do) by structuring them into a conversation with grantees, rather than as a part of the written reports. We’ve found that conducting these assessments in a conversation takes the pressure off and creates a space where grantees can be more candid, leading to increased trust and a stronger partnership.

Second, our grantee reports now focus on what grantees are learning in their grant-funded project. What’s working? What’s not? What would you do differently if you had it to do all over again? This new process resulted in reports that were more concise and to the point.

Finally, we redesigned our website to create a searchable mechanism for sharing these reports online. This involved linking our grant management system directly with our website so that when a grantee submits a report, we do a quick review and then the report automatically populates our website. We’ve also designed a way for grantees to be able to designate select answers as private when they want to share sensitive information with us, yet not make it entirely public. We leave it up grantee discretion and those selected answers do not appear on the website. Grantees designate their answers to be private for a number of reasons, most often because they discuss sensitive situations having to do with specific people or partners – like when someone drops out of the project or when a disagreement with a partner holds up progress. And while we’ve been pleased at the candor of most of our grantees, some are still understandably reluctant to be publicly candid about failures or mistakes.

But why does this new approach to grantee reporting matter, besides making sure the floor doesn’t collapse beneath our Lektrievers?

Bushfoundation-Lektriever photo
The Lektriever is a giant machine that moves files around, kind of like a dry cleaner’s clothes rack. The Bush Foundation had meticulously tracked and stored its files for posterity - in particular, grantee reports - for decades. Credit: Bush Foundation

Learning Sees the Light of Day

Learning logs help bring grantee learning into the light of day, instead of hiding in the Lektrievers, so that more people can learn about what it really takes to solve problems. Our Community Innovation programs at the Bush Foundation fund and reward the process of innovation–the process of solving problems. Our grantees are addressing wildly different issues: from water quality to historical trauma, from economic development to prison reform. But, when you talk to our grantees, you see that they actually have a lot in common and a lot to learn from one another about effective problem-solving. And beyond our grantee pool, there are countless other organizations that want to engage their communities and work collaboratively to solve problems.  Every Community Innovation project is an opportunity for others to learn and the learning logs are a platform to share this learning, making it #OpenForGood.

We also want to honor our grantees’ time. Grantees spend a lot of time preparing grant reports for funders. And, in a best case scenario, a program officer reads the report and sends the grantee a response of some kind before the report is filed away. But, let’s be honest – sometimes even that doesn’t happen. The report process can be a burden on nonprofits and the only party to benefit is the funder. We hope that the learning logs help affirm to our grantees that they’re part of something bigger than themselves - that what they share matters to others who are doing similar work.

We also hear from our grantees that the reports provide a helpful, reflective process, especially when they fill it out together with collaborating partners. One grantee even said she’d like to fill out the report more often than we require to have regular reflection moments with her team!

Learning from the Learning Logs

We only launched the learning logs last year, but we’ve already received some positive feedback. We’ve heard from both funded and non-funded organizations that the learning logs provide inspiration and practical advice so that they can pursue similar projects. A grantee recently shared a current challenge in their work. It directly connected to some work we knew another grantee had done and had written about in their learning log. So, since this knowledge was now out in the open, we were able to direct them to the learning log as a way to expand our grantee’s impact, even beyond their local community, and use it to help advance another grantee’s work.

Take, for example, some of the following quotes from some of our grantee reports:

  • The Minnesot Brain Injury Alliance's project worked on finding ways to better serve homeless people with brain injuries.  They reflected that, "Taking the opportunity for reflection at various points in the process was very important in working toward innovation.  Without reflection, we might not have been open to revising our plan and implementing new possibilities."
  • GROW South Dakota addressed a number of challenges facing rural South Dakota communities. They shared that, “Getting to conversations that matter requires careful preparation in terms of finding good questions and setting good ground rules for how the conversations will take place—making sure all voices are heard, and that people are listening for understanding and not involved in a debate.”
  •  The People's Press Project engaged communities of color and disenfranchised communities to create a non-commercial, community-owned, low-powered radio station serving the Fargo-Moorhead area of North Dakota. They learned “quickly that simply inviting community members to a meeting or a training was not a type of outreach that was effective.”

Like many foundations, we decline far more applications than what we fund, and our limited funding can only help communities tackle so many problems. Our learning logs are one way to try and squeeze out more impact from those direct investments. By reading grantee learning logs, hopefully more people will be inspired to effectively solve problems in their communities.

We’re not planning to get rid of the Lektrievers anytime soon – they’re pretty retro cool and efficient. They contain important historical records and are incredibly useful for other kinds of record keeping, beyond grantee documentation. Plus, the floor hasn’t fallen in yet. But, as Bush Foundation Communications Director Dominick Washington put it, now we’re unleashing the knowledge, “getting it out of those cabinets, and to people who can use it.”

--Mandy Ellerton and Molly Matheson Gruen

What Will You #OpenForGood?
July 13, 2017

Janet Camarena is director of transparency initiatives at Foundation Center.  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.

Janet Camarena Photo

This week, Foundation Center is launching our new #OpenForGood campaign, designed to encourage better knowledge sharing practices among foundations.  Three Foundation Center services—Glasspockets, IssueLab, and GrantCraft are leveraging their platforms to advance the idea that philanthropy can best live up to its promise of serving the public good by openly and consistently sharing what it’s learning from its work.  Glasspockets is featuring advice and insights from “knowledge sharing champions” in philanthropy on an ongoing #OpenForGood blog series; IssueLab has launched a special Results platform allowing users to learn from a collective knowledge base of foundation evaluations; and a forthcoming GrantCraft Guide on open knowledge practices is in development.

Although this campaign is focused on helping and inspiring foundations to use new and emerging technologies to better collectively learn, it is also in some ways rooted in the history that is Foundation Center’s origin story.

OFG-twitter

A Short History

Sixty years ago, Foundation Center was established to provide transparency for a field in jeopardy of losing its philanthropic freedom due to McCarthy Era accusations that gained traction in the absence of any openness whatsoever about foundation priorities, activities, or processes.  Not one, but two congressional commissions were formed to investigate foundations committing alleged “un-American activities.”  As a result of these congressional inquiries, which spanned several years during the 1950s, Foundation Center was established to provide transparency in a field that had nearly lost everything due to its opacity. 

“The solution and call to action here is actually a simple one – if you learn something, share something.”

I know our Transparency Talk audience is most likely familiar with this story since the Glasspockets name stems from this history when Carnegie Corporation Chair Russell Leffingwell said, “The foundation should have glass pockets…” during his congressional testimony, describing a vision for a field that would be so open as to allow anyone to have a look inside the workings and activities of philanthropy.  But it seems important to repeat that story now in the context of new technologies that can facilitate greater openness.

Working Collectively Smarter

Now that we live in a time when most of us walk around with literal glass in our pockets, and use these devices to connect us to the outside world, it is surprising that only 10% of foundations have a website, which means 90% of the field is missing discovery from the outside world.  But having websites would really just bring foundations into the latter days of the 20th century--#OpenForGood aims to bring them into the present day by encouraging foundations to openly share their knowledge in the name of working collectively smarter.

What if you could know what others know, rather than constantly replicating experiments and pilots that have already been tried and tested elsewhere?  Sadly, the common practice of foundations keeping knowledge in large file cabinets or hard drives only a few can access means that there are no such shortcuts. The solution and call to action here is actually a simple one—if you learn something, share something

In foundations, learning typically takes the form of evaluation and monitoring, so we are specifically asking foundations to upload all of your published reports from 2015 and 2016 to the new IssueLab: Results platform, so that anyone can build on the lessons you’ve learned, whether inside or outside of your networks. Foundations that upload their published evaluations will receive an #OpenForGood badge to demonstrate their commitment to creating a community of shared learning.

Calls to Action

But #OpenForGood foundations don’t just share evaluations, they also:

  • Open themselves to ideas and lessons learned by others by searching shared repositories, like those at IssueLab as part of their own research process;
  • They use Glasspockets to compare their foundation's transparency practices to their peers, add their profile, and help encourage openness by sharing their experiences and experiments with transparency here on Transparency Talk;
  • They use GrantCraft to hear what their colleagues have to say, then add their voice to the conversation. If they have an insight, they share it!

Share Your Photos

“#OpenForGood foundations share their images with us so we can show the collective power of philanthropic openness, not just in words, but images. ”

And finally, #OpenForGood foundations share their images with us so we can show the collective power of philanthropic openness, not just in words, but images.  We would like to evolve the #OpenForGood campaign over time to become a powerful and meaningful way for foundations to open up your work and impact a broader audience than you could reach on your own. Any campaign about openness and transparency should, after all, use real images rather than staged or stock photography. 

So, we invite you to share any high resolution photographs that feature the various dimensions of your foundation's work.  Ideally, we would like to capture images of the good you are doing out in the world, outside of the four walls of your foundation, and of course, we would give appropriate credit to participating foundations and your photographers.  The kinds of images we are seeking include people collaborating in teams, open landscapes, and images that convey the story of your work and who benefits. Let us know if you have images to share that may now benefit from this extended reach and openness framing by contacting openforgood@foundationcenter.org.

What will you #OpenForGood?

--Janet Camarena

GrantAdvisor: A TripAdvisor for Funder Feedback
July 6, 2017

Michelle Greanias is executive director of PEAK Grantmaking. Follow her on Twitter @mgreanias. This post also appears in PEAK Grantmaking’s blog.

Michelle GreaniasFor funders, hearing honest input from grantseekers about what they think about a foundation’s practices and getting insights from their experiences working as a grantee partner is a critical component of effective grantmaking. Up until now, funders have needed to initiate the request for feedback via surveys, conversations, and third-party evaluators.  Now, a collaboration of funders, nonprofits, and others interested in improving philanthropy are exploring a new approach—GrantAdvisor, which recently launched in California and Minnesota with a goal of eventually reaching the entire country.

GrantAdvisor is like TripAdvisor—it’s a website that allows individuals (in this case, grant applicants, grantees, and others) to share their first-hand experiences with funding organizations, and for funders to have the opportunity to respond publicly.  The idea is that just as a traveler would check TripAdvisor when planning a trip, a nonprofit would check GrantAdvisor before applying to a funder. And, just as a hotel monitors TripAdvisor to see what your customers like best and least about them, funders can see how grantees and colleagues are experiencing working with them.

“Listening to unfettered feedback from grantees can help funders build more efficient processes and more effective partnerships, which ultimately increases impact.”

It works by collecting anonymous feedback from grantseekers and grantees. When five reviews have been submitted, the data will be shared publicly. A funder profile needs at least five reviews before it becomes public. The unpublished results are sent to the funder providing an opportunity for the funder to respond. After the first five reviews are published, subsequent reviews will be posted, and the funder can respond at any time. Funders are encouraged to register with GrantAdvisor to receive automatic notices when reviews are posted about their organizations and post responses when new reviews are submitted.

As a grants manager, this concept was a little scary to me at first—what if the feedback isn’t all positive?  How would it affect an organization’s reputation?  But the reality is that an organization’s reputation is already affected if grantseekers are having poor experiences with a funder. I want to know, and I believe most grants managers would agree, about any issues and be able to address them.  Especially since the alternative is allowing problems to build and multiply as bad practice impacts more and more grantees.

I also considered this transparent move through another critical lens—aligning values with practices.  In PEAK Grantmaking’s recent research, the top three common values held by grantmakers were collaboration, respect, and integrity.  Being open to feedback, even difficult feedback, is a concrete way to show that grantmakers are “walking the talk” by bringing those values to life through our practices.

Jessamyn Shams-Lau, executive director of Peery Foundation, and Maya Winkelstein, executive director of the Open Road Alliance, both support this work and see four reasons that GrantAdvisor.org is useful to funders:

  1. Feedback: Listening to unfettered feedback from grantees can help funders build more efficient processes and more effective partnerships, which ultimately increases impact.
  2. Benchmarking: With a common set of questions for every foundation, funders can benchmark the effectiveness of their grantmaking practices from the perspective of the grantee experience.
  3. Honest and Accurate Data. When foundations directly solicit feedback (even anonymously), respondents give different answers. Since GrantAdvisor.org collects reviews with or without funder prompting, this unsolicited feedback is the most honest feedback and honest reviews mean accurate data.
  4. Saving Time. Over time, the hope is that the sharing of information via GrantAdvisor.org will help potential grantees better self-select which foundations to approach and which are not well aligned. This will result in a higher-quality pipeline for foundations, which saves everyone time and gets funders closer to impact faster.

Given the promise and potential of this new feedback mechanism to strengthen grantmaking practice, I am honored to serve on the GrantAdvisor national advisory committee. I will share more information about this effort as it progresses and look forward to hearing from the profession about this tool, particularly those in California and Minnesota, where GrantAdvisor will be initially active.

--Michelle Greanias

Bringing Knowledge Full Circle: Giving Circles Shape Accessible and Meaningful Philanthropy
June 21, 2017

Laura Arrillaga-Andreessen is a Lecturer in Business Strategy at the Stanford Graduate School of Business, Founder and President of the Laura Arrillaga-Andreessen Foundation, Founder and Board Chairman of Stanford Center on Philanthropy and Civil Society and Founder and Chairman Emeritus of the Silicon Valley Social Venture Fund. This post is part of the Glasspockets’ #OpenForGood series done 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. View more posts in the series.

Laura Arrillaga-Andreessen PhotoNathalie Morton, a resident of Katy, TX, was passionate about giving back to her suburban Houston community. However, she felt her lack of philanthropic experience might hinder her effectiveness. 

After initial conversations with her friends and neighbors, she discovered that they shared her desire to give locally and, like herself, lacked the financial ability to make the large contributions that they associated with high-impact philanthropy. After initial online research, Nathalie learned that a giving circle is a collaborative form of giving that allows individuals to pool their resources, knowledge and ideas to develop their philanthropic strategy and scale their impact. Nathalie then discovered the Laura Arrillaga-Andreessen Foundation’s (LAAF.org) Giving Circles Fund (GCF) initiative, an innovative online platform that provides an accessible and empowering experience for a diverse group of philanthropists to practice, grow and scale their philanthropy by giving collaboratively.

“Philanthropists have an imperative to share the research and rationale behind their philanthropic decisions for the greater good.”

With LAAF support, Nathalie was inspired to create the Cinco Ranch Giving Circle to pool her community members’ resources for the greater good. In its first year, this circle of over 30 families has come together to invest thousands of dollars in local nonprofits — all through donations as modest as $10 per month. Every member found that sharing time, values, wisdom and dollars not only deepened their relationships with one another but also that the measurable impact they could have together far exceeded that which they could achieve alone. This experience empowered Nathalie and her fellow giving circle participants to see themselves as philanthropists and develop their practice in a collaborative environment.

Nathalie’s story is just one of myriad ways that the giving circles model has made strategic philanthropy more accessible. Two years ago, I wrote a post on this same blog about how funders should have not only glass pockets but also “glass skulls,” underscoring that philanthropists have an imperative to share the research and rationale behind their philanthropic decisions for the greater good of all who are connected to the issue.  Or put another way, giving circles can help donors of all sizes become #OpenForGood. GCF allows philanthropists, like Nathalie, to do just that — by empowering givers at any level to make their thinking and decisions about social impact more open and collaborative.

LAAF logoA lack of financial, intellectual and evaluation resources are barriers to entry for many people who want to give in a way that matters more. That’s why I’ve committed the past two decades to not only redefining philanthropy — I believe that anyone, regardless of age, background or experience, can be a strategic philanthropist — but also to providing highest quality, free educational resources (MOOCs, teaching materials, case studies, giving guides) to empower anyone to make the most of whatever it is they have to give. Although most GCF individual monthly contributions are in the double digits, the impact of our giving circles is increasingly significant — our circles have given over $550,000 in general operating support grants to nonprofits nationally. By design, giving circles amplify individual giving by providing built-in mechanisms for more strategic philanthropy, including increasing

  • Transparency: Giving circles are effective because they are radically transparent about their operations, selection processes, meeting etiquette, voting rules, etc. We have found that giving circles grow and flourish when members understand exactly how the circle works and their role in its success. In addition, all of our circles publish their grants on their GCF pages, so that current and prospective members have insight into each circle’s history, portfolio and impact.
  • Democracy: GCF giving circles have a flat structure, in which everyone has an equal vote — regardless of their respective donations’ size. With LAAF support and a comprehensive portfolio of resources, group leaders facilitate meetings — ranging from casual meetups to knowledge sharing and issue ecosystem mapping gatherings to nonprofit nomination and voting sessions. Even in multigenerational giving circles where members are able to give at different levels, all of their members’ voices, perspectives and opinions hold equal weight.
  • Accessibility: Giving circles require a lower level of financial capital than other philanthropic models. A 2014 study has shown a higher rate of participation in giving circles for Millennials, women and communities of color — reflecting the spectacular pluralism that makes philanthropy beautiful. [1] On our GCF platform, we host multiple college and high school circles that have started teaching their members to carve out philanthropic dollars even on a minimal budget. Additionally, most of our circles are open to the public, and anyone can join and actively participate (yes, that includes you!).
  • Risk-tolerance: With more diverse participants and lower amounts of capital, GCF giving circles are more likely to give to community-based or smaller organizations that typically struggle to secure capital from more established philanthropies, thus meeting a critical social capital market need.

The power of collectively-pooling ideas, experiences and resources, as well as sharing decision-making, inspired me to found Silicon Valley Social Venture Fund (SV2) in 1998. What began as a small, local giving circle has grown into the second largest venture philanthropy partnership in the world. More importantly, its experiential education model — grounded in the principles listed above — has influenced the philanthropic practice of hundreds of now highly strategic philanthropists who respectively have invested hundreds of millions of dollars globally.  To this day, being a partner-member of the SV2 giving circle continues to inform how I give and evolve my own philanthropic impact.  Now, powered by the GCF platform, technology gives all of us the ability to scale our own giving by partnering with like-minded givers locally, nationally and globally so we can all move toward an #OpenForGood ideal. The mobilization of givers of all levels harnesses the power of the collective and demonstrates that the sum of even the smallest contributions can lead to deeply meaningful social change.

--Laura Arrillaga-Andreessen

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[1] https://www.philanthropy.com/article/Giving-Circles-Popular-With/150525

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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.

    Questions and comments may be
    directed to:

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    Director, Transparency Initiatives
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