Funders for Lesbian and Gay Issues

Celebrating 36 years of mobilizing
        philanthropic resources for the LGBTQ community.
1982 – 2018

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Metrics for Movement Building (September 21, 2011)
A symposium hosted by The Gill Foundation

Held on September 21st, 2011 a group of about 30 grantmakers from 19 foundations convened to discuss attitudes/tensions around impact analysis and the use of metrics in movement building, and to share and brainstorm strategies for analyzing the LGBTQ movement's trajectory and the impact of their grantmaking.

Grantmakers at retreat
Moderated discussion
Framing questions: Do metrics inhibit or enhance movement building? Stifle or promote innovation, flexibility, etc.? Lift up smaller organizations or impose impossible barriers?

Discussants: Judy Patrick (Women’s Foundation of California) and Barbara Masters (MastersPolicyConsulting)

Moderator: Cindy Rizzo (Arcus Foundation)

Download the audio (85 MB MP3 file)

These interviews drew out real world case studies of different evaluation strategies and how they map against different social change strategies.

Grantmakers at retreat Interview One:
On participant-/learning- based evaluations of different types of movement building and social change work (e.g.: advocacy, direct service, community organizing, base building)

Interviewer: Andy Lane (Johnson Family Foundation)

Interviewees: Robert Espinoza (Services & Advocacy for GLBT Elders), Eveline Shen (Asian Communities for Reproductive Justice)

(Note: This session was not recorded due to technical difficulites. Funders for LGBTQ Issues conducted a post-symposium interview with panelist Eveline Shen, executive director of Asian Communities for Reproductive Justice (ACRJ). ACRJ leads the Strong Families Initiative "to change the way people think, feel and act in support of families" with a focus on policy change, culture shift and movement building. They maintain a collaborative relationship with other reproductive justice organizations through the national movement building initiative, EMERJ (Expanding the Movement for Empowerment and Reproductive Justice) which has produced, in addition to their movement work, a numbeber of tools and resources, including Movement Building Indicators, available below. In this interview Shen discusses learnings from ACRJ's experiences with, and implentation of, evaluation methods, and how organizationally driven embedded evaluation can facilitate a “culture of innovation”.Click here to download the audio (14.4 MB MP3 file)

Grantmakers at retreat Interview Two:
Interview with funders on how they evaluate their foundations’ and/or their portfolios’ effectiveness in furthering movement building/social justice.

Interviewer: Larry McGill (Foundation Center)

Interviewees: Jackie Kaye (Wellspring Advisors), Katherine Peck (Gill Foundation), A. Caroline Hotaling (Ms. Foundation for Women)

Download the audio (36.1 MB MP3 file)

Below is a collection of readings provided to symposium participants before and after the syposium to help advance their thinking, inform the discussion at the gathering, and serve as resources for engaging the topic as they continue their work.

Movement Building Indicators
Asian Communities for Reproductive Justice/Expanding the Movement for Empowerment and Reproductive Justice
Key authors: Maria Nakae, MPH, Moira Bowman, and Eveline Shen, MPH

Though written for organizations directly engaged in movement building work, this tool's examination of assessment and evaluation of policy, leadership development, communications, and relationship building - particularly when such work is undertaken with an intersectional analysis - makes it extremely relevant for metrics evaluation.
Download the document here (external link, PDF)

Evaluating Social Justice Advocacy: A Values Based Approach
Barbara Klugman

This brief begins by laying out basic social justice values and characteristics of social justice advocacy and moves into an examination of what to look for when evaluating how well “social justice values have been integrated into advocacy strategy and practice.”
Download the document here (external link)

Is the Policy Win All? A Framework for Effective Social-Justice Advocacy
Barbara Klugman

Employing a case study to discuss how social justice values are – and are not – retained during the advocacy process, the article from the Foundation Review looks at outcomes and indicators of effective social justice advocacy.
Download the document

Grassroots Action and Learning for Social Change: Evaluating Community Organizing
Catherine Crystal Foster and Justin Louie

Begining with an examinination of the difference between policy advocacy and organizing, this brief then moves into a concrete discussion on how to undertake meaningful evaluation of the later.
Download the document here (external link)

Capturing Change in Women’s Realities: A Critical Overview of Current Monitoring & Evaluation Frameworks and Approaches
Srilatha Batliwala & Alexandra Pittman

This paper offers a critique of current metrics and evaluation framework as experienced by women’s activist and advocacy organizations, and sets forth some principles and attributes that might guide an alternative approach.
Download the document here (external link)

Social Movements and Philanthropy: How Foundations Can Support Movement Building
Barbara Masters and Torie Osborn

An article that seeks to provide a greater understanding of what social movements are, how they evolve, and how foundations can support them. It specifically identifies five core elements to movement building, and goes on to provides a framework for evaluating movement building.
Download the document here (external link)

Evaluating Social Change: A Funder - Social Movement Dialogue
Forging Alliances South and North (ForAL)

A summary report of the conversation among US-based funders and civil society representatives from Latin America and the Caribbean who together formed a working group on evaluation tools and methodologies with a specific focus on evaluating social change
Download the document here (external link)

Foundations and Public Policy Grantmaking
Julia Coffman

A white paper from the James Irvine Foundation which proposes a framework by which private foundations can consider their engagement in public policy grantmaking, and goes on to suggests specific lessons that foundations should keep in mind when considering policy-related grantmaking.
Download the document here (external link)

To Improve Health and Health Care, Volume XIII
Robert Wood Johnson Foundation

An online volume produced by the Robert Wood Johnson Foundation (RWJ), written by leading science and medical journalists, and experts from universities and RWJ, on the Foundation's efforts to learn from programs that did not work out as planned, including a commentary on the role of failure in philanthropic learning.
Download the document here (external link)