Article by Hannah Chafetz and Stefaan Verhulst: “How can a question-based approach to philanthropy enable better learning and deeper evaluation across both sides of the partnership and help make progress towards long-term systemic change? That’s what Siegel Family Endowment (Siegel), a family foundation based in New York City, sought to answer by creating an Inquiry-Driven Grantmaking approach.
While many philanthropies continue to follow traditional practices that focus on achieving a set of strategic objectives, Siegel employs an inquiry-driven approach, which focuses on answering questions that can accelerate insights and iteration across the systems they seek to change. By framing their goal as “learning” rather than an “outcome” or “metric,” they aim to generate knowledge that can be shared across the whole field and unlock impact beyond the work on individual grants.
The Siegel approach centers on co-designing and iteratively refining questions with grantees to address evolving strategic priorities, using rapid iteration and stakeholder engagement to generate insights that inform both grantee efforts and the foundation’s decision-making.
Their approach was piloted in 2020, and refined and operationalized the years that followed. As of 2024, it was applied across the vast majority of their grantmaking portfolio. Laura Maher, Chief of Staff and Director of External Engagement at Siegel Family Endowment, notes: “Before our Inquiry-Driven Grantmaking approach we spent roughly 90% of our time on the grant writing process and 10% checking in with grantees, and now that’s balancing out more.”
Image of the Inquiry-Driven Grantmaking Process from the Siegel Family Endowment
Earlier this year, the DATA4Philanthropy team conducted two in-depth discussions with Siegel’s Knowledge and Impact team to discuss their Inquiry-Driven Grantmaking approach and what they learned thus far from applying their new methodology. While the Siegel team notes that there is still much to be learned, there are several takeaways that can be applied to others looking to initiate a questions-led approach.
Below we provide 10 emerging lessons from these discussions…(More)”.