REVIEW PROCESS

In 2007-2008, with guidance from its Board, the Foundation conducted a Program Review to ensure that our grantmaking and investment strategies capture current realities and are forward thinking. To gather information, the Foundation undertook the following activities:

• Sent questionnaires to Heron "customers," all current grantees and investees to solicit their input. We received 79 written responses.
  • Click here to see the Questionnaire.
  • Click here to see a Summary of Customer Feedback.
• Conducted 35 in-depth interviews by telephone with a variety of individuals who are innovators and leaders in areas of work most relevant to Heron’s mission.
• Commissioned papers from three experts:
  • Melvin L. Oliver, Ph.D.
    Dean of the Division of Social Science,
    Professor, Department of Sociology
    University of California, Santa Barbara.
  • Click here to read Dr. Oliver’s paper addressing Heron’s program direction and strategies.
  • Aneel Karnani, Ph.D.
    Professor
    Steven J. Ross School of Business
    University of Michigan
    • Click here to read Dr. Karnani’s paper on strategies for alleviating poverty in the developing world.
  • Elizabeth Warren
    Leo Gottleib Professor of Law
    Harvard Law School
    • Click here To read Professor Warren’s paper on the economic problems facing families in America.