Author Archive
Three Attributes That Are Vital for Effective Philanthropy
May 12th, 2011
As I leave a conference marking the 10th anniversary of the Center for Effective Philanthropy (CEP), I find myself reflecting on our progress as a field in understanding what exactly constitutes “effective philanthropy.” At the heart of CEP’s approach has been collecting data to learn more about the practices that may contribute to effectiveness. ...
The Case for Foundation Performance Assessment
April 26th, 2010
Fueled by new technology and a change in mind-set, foundations have become more transparent about their activities and operations in recent years. This has been heartening, given the responsibilities and privileges inherent to our tax status, and the fact that we must work in partnership with many constituents and stakeholders in order to achieve our goals. ...
Our Board’s Perspective on Performance Reporting
April 22nd, 2010
In an earlier post on this blog, I pointed out that the audience for the Annual Performance Report is Irvine’s board of directors. As we delivered the fourth of these at our annual board retreat last month, we devoted some time to learning more about the board’s perspectives on the report. ...
Challenges to Good Performance Assessment
April 20th, 2010
In my last blog post I described why we started assessing our performance as a foundation and how we developed an Annual Performance Report that balances analysis of our grantmaking with tracking of overall institutional effectiveness. As we have engaged in institutional assessment work, we have encountered three broad challenges I will explore in this post: The need to distinguish between reporting on activities and describing outcomes and impactThe difficulty of summarizing complex social changeThe inherent conflict of assessing the past in a forward-facing enterprise Activities vs. ...
Assessing Foundation Performance
April 15th, 2010
At last year’s CEP conference in Los Angeles, I presented on the Irvine Foundation’s approach to assessing foundation performance, joined by David Colby from the Robert Wood Johnson Foundation. I think it’s fair to say that David and I were presenting approaches used by our respective foundations that remain works in progress – Irvine’s even more so than RWJF’s given its focus on this area for many more years. ...








