Philanthropy and Evaluation
Summary
This mini-course will focus on issues of contemporary philanthropy and the ways in which both philanthropic entities and their grantees can evaluate the efficiency, effectiveness and impact of philanthropic investments.
- Outline the history of philanthropy within the US.
- Describe contemporary trends pertaining to philanthropy and learn how to develop a network of philanthropic partners.
- Identify the various types of philanthropic organizations and current social media trends pertaining to philanthropy.
- Locate foundations and access 990 forms to inform their selection of a foundation for application.
- Describe considerations and criteria for selecting a foundation.
- Describe investments trends from the individual to the organizational level.
- Describe how foundations are using place-based and system-focused giving strategies as well as capacity-building investment.
- Describe how various foundations approach evaluation and measurement of impact with their grantees.
- Develop measureable indicators and locate standardized scales to measure participant impact.
- Use a mission money matrix to better understand program financial sustainability and impact.
- Describe three foundations and their approaches to building grantee evaluation capacity.
- Develop a case study of a foundation that matches their area of interest.
- Critically review grantee evaluation reports.
- Describe career opportunities within philanthropy and as evaluation practitioners.
Agenda
| Date | Time | Description |
|---|---|---|
| October 12, 2019 | 9:00am - 9:30am | Introduction to the course, student experience and expectations |
| October 12, 2019 | 9:30am - 10:00am | History of philanthropy in the US |
| October 12, 2019 | 10:00am - 10:30am | Contemporary trends in philanthropy |
| October 12, 2019 | 10:30am - 11:00am | Types of philanthropic organizations |
| October 12, 2019 | 11:00am - 11:30am | Use of social media in philanthropy |
| October 12, 2019 | 11:30am - 12:00pm | Locating foundations using foundation directory |
| October 12, 2019 | 1:00pm - 1:30pm | Accessing 990 forms to understand assets and giving patterns |
| October 12, 2019 | 1:30pm - 2:00pm | Considerations and criteria for selecting a foundation |
| October 12, 2019 | 2:00pm - 2:30pm | Trends in investment giving at the individual level |
| October 12, 2019 | 2:30pm - 3:00pm | Trends in investment giving at the organization and corporate levels |
| October 12, 2019 | 3:00pm - 3:30pm | Place-based and system-focused giving |
| October 12, 2019 | 3:30pm - 4:00pm | Capacity-building investments with non-profits |
| October 12, 2019 | 4:00pm - 4:30pm | Building a network of philanthropic partners |
| October 12, 2019 | 4:30pm - 5:00pm | Day One Summary |
| October 19, 2019 | 9:00am - 9:30am | Introduction to evaluation |
| October 19, 2019 | 9:30am - 10:00am | Developing measureable output and outcome indicators |
| October 19, 2019 | 10:00am - 10:30am | Locating and selecting standardized scales to measure impact |
| October 19, 2019 | 10:30am - 11:00am | Understanding program sustainability |
| October 19, 2019 | 11:00am - 11:30am | Introduction to the Mission Money Matrix |
| October 19, 2019 | 11:30am - 12:00pm | Developing a Mission Money Matrix |
| October 19, 2019 | 1:00pm - 1:30pm | 3 case studies of foundation approaches to evaluation |
| October 19, 2019 | 1:30pm - 2:00pm | Foundation selection by students |
| October 19, 2019 | 2:00pm - 2:30pm | Develop and use criteria to review a foundation, make slides |
| October 19, 2019 | 2:30pm - 3:00pm | Discuss privilege, diversity, equity, and inclusion in philanthropy and evaluation |
| October 19, 2019 | 3:00pm - 3:30pm | Review grantee evaluation reports to foundations |
| October 19, 2019 | 3:30pm - 4:00pm | Students present foundations of interest to the class - part 1 |
| October 19, 2019 | 4:00pm - 4:30pm | Students present foundations of interest to the class - part 2 |
| October 19, 2019 | 4:30pm - 5:00pm | Career opportunities in philanthropy and evaluation |
Instructor
Sue Ann Savasface-to-face semester course (mini-course)
Sessions
- 10/12/2019 9:00 AM to 5:00 PM
- 10/19/2019 9:00 AM to 5:00 PM
CE Contact Hours
- 14 regular in-person
Skill Level
Beginner & Intermediate
Location
School of Social Work
1080 South University
Ann Arbor, Michigan 48109
1080 South University
Ann Arbor, Michigan 48109
Room: B798
Fees
$265.00
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