Innovative Methods of Capital Transfer from Foundations to Recognized or Non-Recognized Charitable Organizations

Research summary

Justification of research project

Faced with the need for communities and nonprofit organizations to strengthen their empowerment, there is a growing set of innovative practices regarding the transfer of power and capital between public, private, or community-based granting foundations and projects led by communities or representative organizations.
There is currently no synthesis of these innovative practices, and the McConnell Foundation has expressed the need to systematize existing information.

Research question

What are the innovative practices for capital transfer between public, private, or community-based granting foundations and projects carried out by communities or their representative organizations?

Research purpose

This research aims to identify exemplary practices. It will specifically focus on the technical modalities related to innovative ways of transferring capital. It will emphasize the arguments and discursive logics put forward, the conditions for implementation, the challenges to be addressed and the barriers to be circumvented, the operational mechanisms, and possibly the expected effects and concrete impacts of these new practices.

Research approach

The work approach is divided into two phases:

Phase I:

  • Contextualization and problematization of the research question: developing the reference framework

  • Framing of the methods used

  • Presentation of a typology of the initiatives identified: the field of action studied

  • Analysis and synthesis of the key elements of Phase I

Phase II:

  • Study of 5 case examples of capital transfer experiences

  • Analytical synthesis highlighting findings and lessons learned: key takeaways

Summary creation date : April 2025
Project start :  Fall 2023
Project end :  Spring 2025

Funding

$20,000 – McConnell Foundation
$15,000 – PhiLab

Researchers

  • Jean-Marc Fontan
    Jean-Marc Fontan
    Researcher and Co-director of PhiLab
    Université du Québec à Montréal
  • David Longtin
    UQAM – Research Professional
  • Jane Rabinowicz
    McConnell Family Foundation
  • Nicolina Farella
    McConnell Family Foundation