Kevin R. McClure, Leah Frierson, Adam Hall, Kara L. Ostlund
{"title":"Philanthropic Giving by Foundations to Higher Education Institutions: A State-Level Social Network Analysis","authors":"Kevin R. McClure, Leah Frierson, Adam Hall, Kara L. Ostlund","doi":"10.2979/PHILEDUC.1.1.02","DOIUrl":"https://doi.org/10.2979/PHILEDUC.1.1.02","url":null,"abstract":"Abstract:Philanthropic foundations have played a prominent role in U.S. higher education, especially since the latter half of the 20th century. However, there is a scarcity of empirical research on the relationship between philanthropic foundations and higher education institutions. The purpose of this study was to examine philanthropic giving by foundations to higher education institutions in the state of North Carolina utilizing social network analysis. Consistent with social network theory, the paper argues that institutions' position in a network affords advantages with respect to competing for and securing foundation donations. Findings from the analysis suggest that highly selective and research-oriented institutions, such as Duke, Wake Forest, and the University of North Carolina-Chapel Hill, are centrally positioned in the network and, therefore, advantageously positioned to compete for and receive foundation donations. By contrast, baccalaureate institutions that serve larger numbers of students from marginalized racial and financial backgrounds are less advantageously positioned in the network.","PeriodicalId":343186,"journal":{"name":"Philanthropy & Education","volume":"111 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2022-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"114543753","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"The Shifting Role of Higher Education Philanthropy: A Network Analysis of Philanthropic Policy Strategies","authors":"N. Haddad, S. Reckhow","doi":"10.2979/PHILEDUC.2.1.02","DOIUrl":"https://doi.org/10.2979/PHILEDUC.2.1.02","url":null,"abstract":"Abstract:Newer foundations have ushered in a novel approach to higher education philanthropy, which many observers call “advocacy philanthropy.” Have older, more traditional foundations also shifted toward advocacy? Drawing on longitudinal data, social network analysis, and semi-structured interviews, this paper investigates the extent of advocacy philanthropy among four major higher education funders—the Bill and Melinda Gates Foundation, the Lumina Foundation, the W.K. Kellogg Foundation, and the Kresge Foundation. We examine over 4,000 grants directed toward higher education from 2003 to 2012, representing over $3.5 billion. We find that older funders, like Kellogg and Kresge, have adopted some of the advocacy strategies brought in by the newer foundations, like Gates and Lumina, and that all four funders have increasingly funded the same grantees over time. However, there are still some strategic differences between older and newer foundations in higher education.","PeriodicalId":343186,"journal":{"name":"Philanthropy & Education","volume":"14 5 Pt 1 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2022-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"134245384","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Impact of the S.T.R.I.P.E.S. Leadership and Extended Orientation Program on Philanthropic Giving","authors":"Beverly Thompson, M. Burnett","doi":"10.2979/PHILEDUC.2.2.03","DOIUrl":"https://doi.org/10.2979/PHILEDUC.2.2.03","url":null,"abstract":"Abstract: This study investigated the impact participating in S.T.R.I.P.E.S., a leadership and extended orientation program, had on philanthropic giving of recent alumni of Louisiana State University. The goal was to determine if leadership development, loyalty, and engagement taught through leadership and extended orientation programs influence donations of recent graduates. S.T.R.I.P.E.S. participants had a higher percentage of donors who are female, although males gave a greater cumulative amount of money, gave more frequently, and made larger average donations. Black/African Americans and Hispanics gave greater cumulative amounts than Whites. Findings of the study revealed that participation in S.T.R.I.P.E.S. has a positive influence on whether an alumna/us becomes a donor. A predictive model exists regarding philanthropic giving by recent alumni. Researchers suggest that participation in the S.T.R.I.P.E.S. leadership and extended orientation program has a positive influence on whether an alumna/us becomes a donor as a recent graduate.","PeriodicalId":343186,"journal":{"name":"Philanthropy & Education","volume":"46 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2022-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"132947941","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Experiential Philanthropy: A Systematic Review of Peer-Reviewed Literature","authors":"Hanjin Mao","doi":"10.2979/phileduc.5.1.03","DOIUrl":"https://doi.org/10.2979/phileduc.5.1.03","url":null,"abstract":"Abstract:This paper provides a systematic review of the experiential philanthropy studies published in peer-reviewed journals. There are 18 articles published in journals in diverse disciplines from 2005 through 2020. The study does bibliometric analysis on the journals, year of publication, and co-authorship network. Four major research themes emerge in the literature: the concept of experiential philanthropy, its roots in service-learning, current practice, and the efficacy of experiential philanthropy. A variety of methodologies have been applied in previous experiential philanthropy studies, including case studies, quantitative analysis, qualitative analysis, and experiments. The author also addresses the limitations of previous studies and points out the future direction of experiential philanthropy research.","PeriodicalId":343186,"journal":{"name":"Philanthropy & Education","volume":"21 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2022-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"133438757","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Accessing IRS Form 990 Data with Excel","authors":"H. Barreto, M. Villinski","doi":"10.2979/PHILEDUC.2.2.05","DOIUrl":"https://doi.org/10.2979/PHILEDUC.2.2.05","url":null,"abstract":"Abstract:Form990.xlsm, freely available at archive.org/details/Form990.xlsm, is a standalone, macro-enabled Excel workbook that allows users to easily download and analyze IRS Form 990 tax data. This information is extremely difficult to access in machine-readable format, but the IRS recently made the data available as XML files. Form990.xlsm directly imports data in separate sheets for each institution. This paper demonstrates how to use this tool by analyzing a small sample of similar colleges. We compare Form 990 data with IPEDS and find substantial agreement, but important differences. Form 990 data offer researchers an alternative to IPEDS for higher education work and enable evaluation of hospitals, political associations, service organizations, and other nonprofits.","PeriodicalId":343186,"journal":{"name":"Philanthropy & Education","volume":"21 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2022-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"122204356","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Alumni Engagement and Identity: A Case Study on Beliefs and Behaviors","authors":"M. McNamee","doi":"10.2979/PHILEDUC.4.2.02","DOIUrl":"https://doi.org/10.2979/PHILEDUC.4.2.02","url":null,"abstract":"Abstract:This mixed methods instrumental case study of alumni identity at Colorado College explores how relationships evolve between institutions and alumni, as well as how they affect donations. The mixed methods design was used to demonstrate the importance of behaviors and beliefs in fundraising. The study used alumni records in combination with interviews. Alumni engagement, such as event attendance and volunteering, had a positive relationship with both the number and amount of gifts. The most impactful activities were those involving visiting campus or interacting with current or potential students, such as at class reunions or during admission volunteering. Aspects of organizational identity theory were observed, but the study shows a need for the inclusion of post-graduation influences on the theory.","PeriodicalId":343186,"journal":{"name":"Philanthropy & Education","volume":"4 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2022-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"129212428","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Give or Get Off: The Role of Trustees in College Fundraising","authors":"Eve Proper","doi":"10.2979/phileduc.3.1.01","DOIUrl":"https://doi.org/10.2979/phileduc.3.1.01","url":null,"abstract":"Abstract:These three case studies of small, private liberal arts colleges examine trustee involvement in fundraising. While board giving was nearly 100%, board members were rarely involved in soliciting gifts, except from each other. None of the boards set fundraising policy, which instead came from the presidents and development offices, and most trustees displayed little depth of knowledge about the role of advancement at their institution. This does not align with the claims of either hortatory or theoretical literature, which state that trustees ought to set institutional policy, donate funds, and further advancement work via referring and soliciting prospects. These findings suggest that our expectations for trustees are unrealistic as the roles are presently framed.","PeriodicalId":343186,"journal":{"name":"Philanthropy & Education","volume":"5 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2022-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"117211537","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"The Lived Experiences of African American Development Administrators At Public Universities","authors":"David J. Siegel","doi":"10.2979/PHILEDUC.1.1.03","DOIUrl":"https://doi.org/10.2979/PHILEDUC.1.1.03","url":null,"abstract":"Abstract:This study explores the lived career experiences of African American development administrators who work at public higher education institutions, with particular attention to factors of recruitment, engagement, and retention, as well as perceptions of efficacy regarding these efforts. Jerlando Jackson's ERA model is used as the theoretical framework and provides a guide to inquiry. Qualitative interviews with selected participants reveal six primary themes, which have to do with (1) the pipeline into the profession, (2) onboarding and investment, (3) opportunities for career advancement, (4) engagement beyond the institution, (5) career challenges related to personal demographics, and (6) personal considerations and relational/family issues. Recommendations are provided to promote the diversification of the development profession and further the research agenda on this topic.","PeriodicalId":343186,"journal":{"name":"Philanthropy & Education","volume":"1 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2022-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"115730394","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Rural Education Philanthropy: A Case Study of Need and Opportunity","authors":"C. Dwyer, Kelly Clark/Keefe","doi":"10.2979/PHILEDUC.4.1.02","DOIUrl":"https://doi.org/10.2979/PHILEDUC.4.1.02","url":null,"abstract":"Abstract:The most recent wave of K-12 public education philanthropy occurs at the intersection of two key events: funding challenges for K-12 public education and increasing philanthropic resources. While significant philanthropic resources have poured into K-12 public education, they are more likely to support changes in education policy and urban education. Direct support has declined and rural schools have been overlooked by most major education philanthropy. A study of two different models of place-based philanthropy used to support public schools in Vermont communities reveals the unique ways these two rural areas use philanthropy to support its K-12 public schools. One model is regional with a focus on broad program support through use of local nonprofits, while the second model is town specific and provides direct support to the local schools. Both cases demonstrate the opportunities and limitations of place-based philanthropy in rural communities.","PeriodicalId":343186,"journal":{"name":"Philanthropy & Education","volume":"6 1-2 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2022-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"117181000","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Leveraging an Overlooked Asset: The Role of Public University Trustees in Institutional Advancement","authors":"M. Zeig, R. Baldwin, K. M. Wilbur","doi":"10.2979/PHILEDUC.2.1.03","DOIUrl":"https://doi.org/10.2979/PHILEDUC.2.1.03","url":null,"abstract":"Abstract:One of a trustee's main responsibilities is serving as a fiduciary of their institution. This includes ensuring adequate resources for their institution to effectively fulfill its mission. Historically, private university governing boards engaged in institutional advancement work to supplement revenues, but this is less common among public boards. However, in an era of increasingly constrained resources, the role of a public university trustee may be evolving. This study interviewed a group of new public university trustees over a two-year period, finding the majority supported their institutions in philanthropic, community, business, and government relations efforts, often citing financial concerns as a reason for this involvement. Specific ways trustees engaged in advancement work and challenges they faced are explored, along with implications for future practice and research.","PeriodicalId":343186,"journal":{"name":"Philanthropy & Education","volume":"43 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2022-01-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"127693374","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}