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Building Trust Through Practice: A Shared Journey Toward an Inclusive Economy

April 13, 2022

In this new report, Building Trust Through Practice: A Shared Journey Toward an Inclusive Economy, the Surdna Foundation's Inclusive Economies team shares how they implemented a new strategy with and for their grantee partners. And the practice, insights, and lessons learned along the way.   

Measuring Together: A Learning Approach for Inclusive Economies

January 25, 2022

In 2020, the Surdna Foundation's Inclusive Economies and Learning Grants Operations teams, alongside a dedicated group of grantee partners, completed phase one of a two-part pilot program to co-create a set of metrics and indicators to measure progress toward collective goals. Phase one focused on the metrics identification and collection process. Phase two of the report, Measuring Together: A Learning Approach for Inclusive Economies, examines one year of metrics data reported by grantees to:  Explore grantees' progress toward their self-selected targetsGain understanding about the types of successes and challenges grantees are experiencingIncorporate grantees' feedback on the metrics collection and analysis process as we move beyond the pilot phase and implement this part of our learning systems fully. 

Not Just Money: Equity Issues in Cultural Philanthropy

July 1, 2017

This report summarizes the main findings of the recent research, revisiting the reasons why addressing diversity and equity issues in the cultural sector matters more than ever and reviewing six key findings related to national and local patterns of funding distribution, the demographics of people making funding decisions, and the distinct issues facing cultural organizations whose primary artistic mission is to serve communities of color or low-income communities. It concludes with suggestions for how to speed progress toward a more inclusive and equitable system of cultural philanthropy.

Mapping the Journey to Impact Investing

February 1, 2017

Coinciding with their announcement to earmark $100 MM to impact investing, the Surdna Foundation is publishing "Mapping the Journey to Impact Investing" as a way to encourage others to embrace the practice and help build the field. In it the foundation lays out its experience and provides a "road atlas" to help others engage in impact investing. This report focuses on how to organize a generative process to learn about and discuss impact investing, using our own experience as a guide. Existing resources in the field can provide the technical blueprints for making impact investments, so we do not seek to replace those resources. By openly sharing our experience, the Surdna Foundation instead hopes this report will serve as a case study for others in the philanthropic community who choose to explore impact investing tailored to their mission and goals, and that it will contribute to collective learning in the fields of mission-related investing and family philanthropy.There is no single right way to approach impact investing. But whatever course you follow, our hope is that the tools and tips we provide will help make the trip a rewarding and worthwhile one.

A Documentation and Analysis of Surdna Arts Teachers Fellowship Program (SATF): The First Decade 2000-2010

June 30, 2011

Based on documents, interviews, and site visits, reviews the design and impact of a program to boost teaching and learning quality at public arts high schools by supporting teachers' artistic and professional development. Lists issues for consideration.

Surdna Foundation 2010 Annual Report

May 25, 2011

Contains "Year in Review" letter from the board chair and the president, mission statement, program information, 2010 grants lists, financial highlights, and lists of officers and staff.

Surdna Foundation - 2009 Annual Report

March 22, 2010

Contains "Year in Review" letter from the board chair and the president, mission statement, program information, grants lists, financial summary, lists of officers and staff, and link to grant guidelines.

The Economic Development and Workforce Development Systems

December 14, 2009

Provides an overview of current U.S. strategies for and challenges in ensuring economic growth with adequate employment opportunities and preparing disadvantaged people for careers. Also summarizes goals, key stakeholders, and the policy environment.

Surdna Foundation - 2008 Annual Report

April 30, 2009

Contains letters from the board chair and the president, program information, grants lists, financial summary, grant guidelines and application procedures, and lists of officers and staff.

Surdna Foundation - 2007 Annual Report

January 1, 2008

Contains letters from the board chair and the president, list of grants awarded, financial summary, grant guidelines and application procedures, and list of officers and staff.

Surdna Foundation - 2006 Annual Report

January 1, 2007

Contains board chair's message, letter from the president, list of grants awarded, financial summary, grant guidelines and application procedures, and list of officers and staff.

Surdna Foundation - 2005 Annual Report

January 1, 2006

Contains board chair's message, CEO's message, program information, grants list, financial statements, and a description of the Andrus Family Fund, established for philanthropic participation by fifth generation family members.