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Recommendations for Assessing and Reporting on Contributions toward the Sustainable Development Goals

August 5, 2021

The Calouste Gulbenkian Foundation (FCG) engaged Rockefeller Philanthropy Advisors (RPA) to develop a method to assess and report contributions toward the Sustainable Development Goals (SDGs) for each of FCG's operational and grantmaking programs and areas of intervention. This document focuses on the output that resulted of the "Provided reporting framework to units" phase of the project.

Information and Communications Technologies and Secondary Education in Sub-Saharan Africa: Policies, Practices, Trends and Recommendations

November 1, 2019

The following report discusses the use of Information Communications Technologies (ICTs) to improve access to, quality of, and delivery of secondary education within sub-Saharan Africa. It discusses the policy environment for ICTs in sub-Saharan Africa, their successes, challenges, andlessons learned, and it concludes with a broad and detailed set of recommendations for policymakers, donors, the private sector, designers, and implementers of ICTs in education programs. The report seeks to generally answer the question of how sub-Saharan African (SSA) governments can best use technology to improve access to secondary education, improve learning, strengthen management of schools and the education system, and foster innovation.

Rapid assessment of EEA and Norway Grants' support to gender programmes

October 1, 2016

The objectives of this rapid assessment were twofold. First, it was a summative assignment in that it sought to document the EEA and Norway Grants' efforts to promote gender equality (GE), reduce domestic violence (DV), and reduce gender-based violence (GBV) in the seven focus countries. Second, it was formative and forward-looking. It was formative in that it aimed to generate lessons learned based on an assessment of relevant achievements; it aimed to help improve the design, planning, organisation, and implementation of future interventions. It was also forward-looking in that it provided a context-based set of ideas on how things might be done in the future; it aimed to consider current contextual changes that may not have been reflected in the earlier programme experience.The assessment addressed two aspects of gender – first, mainstreaming GE and promoting work-life balance (WLB), and second, addressing DV and GBV – in seven countries: Bulgaria, Estonia, Poland, Portugal, Romania, Slovakia, and Spain. Not all countries reviewed have programmes addressing both aspects supported by the EEA and Norway Grants. The assessment focused on the following three lines of inquiry: 1. Relevance of the programme and projects therein. 2. Effectiveness of the programme and projects therein. 3. The bilateral dimension, focusing specifically on the execution of programme and project partnerships involving the Council of Europe (CoE) and other expert organisations (primarily based in Norway).

Foundations and the Ambiguity of Success and Failure : A Case Collection

October 1, 2016

The Hertie School releases its findings from an international research project "Foundation Successes and Failures: Implications for Policy and Management – Developing a Case studies Repertoire". Professor Helmut K. Anheier led the research project, which was made possible by the Robert Bosch Foundation. The project looks at 20 case studies of philanthropic foundations from a range of fields in seven countries including Germany, the United States and the United Kingdom. The primary intended purpose is to be used by foundation boards, foundation staff training and executive education. The vignettes may also serve teaching purposes at university master level programs, particularly in public policy and business schools. For example, several will become teaching cases at the Harvard Business School.One major conclusion based on the collection of case studies is that 'success' and 'failure' are not as clear cut as it would appear. Any claims of failure or success should be approached with caution, and there are no simple solutions for high impact results or maximized philanthropic contributions. Despite ambiguity, planning and performance measures are better than none at all. A fuller analysis will be forthcoming as a book in 2017 published by Helmut K. Anheier and Diana Leat (London: Routledge).

Marine Biodiversity and Ecosystem Health of Ilhas Selvagens, Portugal

May 1, 2016

In September 2015, National Geographic's Pristine Seas project, in conjunction with the Instituto Universitário-Portugal, The Waitt Institute, the University of Western Australia, and partners conducted a comprehensive assessment of the rarely surveyed Ilhas Selvagens to explore the marine environment, especially the poorly understood deep sea and open ocean areas, and quantify the biodiversity of the nearshore marine environment.

Rethinking Emigration Turning Challenges Into Opportunities: Council Statement

November 9, 2015

While European countries struggle to manage the recent influx of refugees and migrants, a quieter trend has been occurring: large numbers of talented residents leaving. Deeply familiar to low- and middle-income countries, the phenomenon of "brain drain" -- the loss of precious human capital to opportunities elsewhere -- has recently become a concern in parts of Europe, including some high-income countries still trying to find their footing after the economic shocks of 2008 and the ensuing fiscal crisis. In the fallout from the global economic crisis, Greece, Italy, Portugal, and Spain have in some ways returned to their earlier roles as significant countries of emigration.MPI's Transatlantic Council on Migration convened its twelfth plenary meeting to discuss the implications of emigration for middle- and high-income countries. Participants examined the realities of today's complex emigration flows, which are younger and better-educated than in the past, and explored how sending and receiving governments can manage these flows and reap the potential benefits of emigration. Drawing on the conclusions of the meeting, this Council Statement by Council Convenor and MPI Europe President Demetrios G. Papademetriou outlines a series of guiding principles to help governments manage emigration effectively, which emphasize the importance of long-term structural reforms, diaspora engagement, and cooperation with destination countries on qualifications recognition. The Council statement also identifies two areas in particular where investment in proactive policies can make a substantial difference in drawing on the benefits of emigration while reducing its costs: engaging nationals abroad, and enticing them to come home by creating new opportunities for them to use their skills.

Final Report "Roma inclusion study"

October 1, 2015

This study covers 47 programmes relevant to Roma inclusion in 12 countries, with a focus on the countries with the largest share of Roma (Bulgaria, Czech Republic, Hungary, Romania and Slovakia). The study included a review of literature and programme documentation, interviews with stakeholders in the focus countries, and online questionnaires and telephone interviews with Donor Programme Partners and authorities in the other countries. The cut-off date for data collection was March 2015.

Mid-term Evaluation of the Cultural Heritage Sector Under the EEA Grants 2009-2014

September 1, 2015

The EEA Grants in the current period have been allocated to programmes defined at national level, instead of to individual projects. These programmes have been implemented according to the Regulation and after a process of negotiation between the donors and the European Commission and then between the donors and the beneficiary countries. This negotiation has concerned, first, the Memorandum of Understanding and, second, the specific Programme Agreements. The process of negotiation and of preparing open calls for proposals has taken significantly longer than expected. This has led to severe delays in the allocation of funds and significantly reduced the time available to implement projects. However, there is broad support for the programme-based approach, as it could further improve the strategic focus and simplify the management arrangements. Given the time and effort that has been expended in setting up the programme-based approach, consideration should be given as to whether this approach should be retained for the next period. Stakeholders from the donor and beneficiary countries should consider whether negotiations can be concluded much more easily the second time round and whether programme management capacity can be retained. Where this is the case, the programme-based approach should be continued. There would be potential benefits from extending the end-date for completing expenditure and/or extending the programme period from 5 to 7 years. Monitoring indicators are appropriate, although many outcomes do not easily lend themselves to measurement and quantification. Qualitative reporting therefore remains important alongside monitoring of quantitative outputs.

EUFORI Study: European Foundations for Research and Innovation (Synthesis Report)

July 1, 2015

This report provides a thorough and comprehensive analysis of the contributions that foundations make to support research and innovation in EU Member States, Norway and Switzerland. Over the last 25 years, the role of foundations as supporters of research and innovation in Europe has grown significantly in scope and scale. However, the landscape is fragmented and, till now, largely uncharted. Little is known about the vast majority of such foundations, their activities or even their number, and information about their real impact on research and innovation in Europe was very limited. A team of national experts in the EU 27 (and Norway and Switzerland), led by VU University Amsterdam, has therefore been commissioned by the European Commission to study foundations' contribution to research and innovation in the EU under the name EUFORI. This study helps fill this knowledge gap by analysing foundations' financial contributions, and provides useful insights into the different ways they operate. It also identifies emerging trends and the potential for exploring synergies and collaboration between foundations, research-funding agencies, businesses and research institutes.

Breaking Down Grant Making Silos: Disability as a Cross-Programme Initiative

April 1, 2015

Increasingly, foundations talk about ways of breaking down silos in their grant making approaches in order to step away from the single-issue focus to improve effectiveness and to achieve long lasting solutions to deep rooted problems. In this framework, the effort of many foundations that are taking action to breaking down those silos by developing joint grants across different priority areas is remarkable. This publication's main aim is to communicate these greatest efforts to provide a source of reflection and inspiration for foundations. Since we are working in a systemic framework, it would be ineffective to address disability without acknowledging its relationships with gender equality, education, employment, ageing, research, cooperation and development.This booklet aims also to demonstrate through a solution-based approach, the broadness of foundational programs in the field of disability that also have a clear focus on social innovation. The best practices showcased show how foundations consider disability a cross-cutting and inclusive issue, integrating it into programs that reach out not only persons with disabilities but connect them with very different fields of civil society. This practical tool can serve as an inspiration for other foundations to act taking into consideration the cross-cutting approach.

Comparative Highlights of Foundation Laws: The Operating Environment for Foundations in Europe 2015 (Chinese Translation)

January 1, 2015

This publication aims to provide the reader with a comparative overview of the diverse legal and fiscal environments of foundations in 40 countries across wider Europe: the 28 EU Member States, plus Albania, Bosnia and Herzegovina, Kosovo, Liechtenstein, Macedonia, Montenegro, Norway, Russia, Serbia, Switzerland, Turkey, and Ukraine. It includes charts, draw on the basis of the updated online EFC (European Foundation Centre) Legal and Fiscal Country Profiles, which are available to download at The EFC online profiles include more detailed country information and further explanation of the information presented in those charts. (Edition translated from English to Chinese)

Mid-term Evaluation of NGO Programmes Under EEA Grants 2009-2014

December 1, 2014

The EEA Financial Mechanism (2009-2014) have committed € 160,4 million to support seventeen NGO Programmes in sixteen countries: Bulgaria, Croatia, Cyprus, the Czech Republic, Estonia, Greece, Hungary, Latvia, Lithuania, Malta, Poland, Portugal, Romania, the Slovak Republic, Slovenia and Spain. The overall objective of the EEA Grants NGO Programmes is strengthened civil society development and enhanced contribution to social justice, democracy and sustainable development in each of the beneficiary countries. As of 30 of June 2014, 957 projects in total of € 53,793,561 have been supported mainly in the fields of democracy, citizen participation, human rights, social justice and empowerment, sustainable development and provision of basic welfare services. The mid-term evaluation of the NGO Programmes funded by the EEA Financial Mechanism (2009- 2014) is an independent formative evaluation. Its objective was two-fold: 1) to assess the progress and needs for improvement of the current Programmes, and 2) to inform policies for the next financial period. The main purpose of this evaluation was to provide an expert independent mid-term assessment of the contribution of the EEA Grants 2009-2014 to the NGO sectors in the beneficiary states operating NGO Programmes. The evaluation was of dual nature: (1) of a formative evaluation to identify progress and needs for improvement of the current Programmes and (2) of a forward oriented strategic review to inform policies for the next financial period.