Advisors and Consultants

Mapping Change: Using a Theory of Change to Guide Planning and Evaluation

Posted on October 26, 2021 by GrantCraft

This brief guide explains why grantmakers use theories of change to guide their questioning, unearth assumptions that underlie their work, establish common language, and develop strong action plans. Contributors to the guide also describe how a theory of change sets the stage for evaluation by clarifying goals, strategies, and milestones… Read More

Limited Life Foundations: Lessons from CEOs

Posted on June 8, 2021 by John Esterle, Joe Del Guercio, Teri Behrens, Glen Galaich, Ellen Friedman

Philanthropic purpose, impact, and perpetuity are on the minds of giving families more than ever before. Many are reconsidering the lifespan of their giving effort with a fresh lens as community needs increase and the sector evolves. Yet the opportunities of limited lifespan are often not clear or not fully understood, and neither are the potential challenges. In this webinar,… Read More

Water of Systems Change

Posted on June 4, 2021 by Mark R. Kramer

Foundations involved in systems change can increase their odds for success by focusing on less explicit but more powerful conditions for change, while also turning the lens on themselves… Read More

Legacy in Family Philanthropy: A Modern Framework

Posted on May 16, 2021 by Shira Saperstein, Janice Simsohn Shaw

Adult hand holding child's hand - legacy
Legacy is a fundamental consideration in the practice of effective family philanthropy, yet it remains one of the most ambiguous and often overlooked concepts in our field. Many families approach legacy with a retrospective lens—one that reflects on a philanthropic effort across a number of years or even generations. However, legacy is emergent and iterative. It ought to be considered… Read More

Leaning into Racial Justice with the Surdna Foundation and Andrus Family Fund

Posted on March 29, 2021 by Carra Cote-Ackah, Kaitlin Miles, Nicholas A. Tedesco, Don Chen

Amid a national reckoning with race and the pandemic, foundations are leaning into racial justice like never before. Yet many foundations are grappling with how to fund racial equity and the best way forward for their institution and grantees. In this Community Conversation, the Surdna Foundation and Andrus Family Fund will explore their decision to increase funding for racial justice,… Read More

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