Esmée Fairbairn Foundation
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Reports and publications

We want to encourage learning from the work we fund, and will support the costs of evaluation and dissemination as part of a wider project. We also occasionally fund research where its aims match our priorities and where we consider it is likely to have an impact. Examples of evaluation and research we have supported are below, together with other reports that have resulted from our funding.

View our Annual Report and Accounts 2010


These documents are available to download as PDF files, for which you need the free Adobe Acrobat reader.


On this page:

IVAR: Merger as a strategy and Story of a merger
We recently funded the Institute for Voluntary Action Research (IVAR) to publish two reports detailing the lessons that had been generated by its work on mergers. It was a consultant on the merger between British Association of Settlements and Social Action Centres (bassac) and the Development Trusts Association (DTA) which became Locality as well as that between TACT Fostering & Adoption (TACT) and four smaller charities which provide fostering and adoption services in England, Scotland and Wales.

This report on both mergers offer a detailed account of the processes involved based on interviews with key participants including chief executives and IVAR staff. Together the reports give an insight into the planning, discussions and challenges faced by all the merger partners as well as some of the critical success factors. They should be essential reading for any organisation that is thinking about the opportunities and potential pitfalls of the merger path.

Download Merger as strategy: The experience of TACT Fostering & Adoption (PDF - 315k)

Download Story of a merger: DTA and bassac create Locality (PDF - 442k)

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Download Merger as strategy

 

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Download Story of a merger


FGM Special Initiative – Interim Evaluation Report
This is the interim report for our FGM Special Initiative in collaboration with Trust for London and Rosa, The UK Fund for Women and Girls. Good progress has been made on tackling Female Genital Mutilation within affected communities, particularly with building relationships with religious leaders to highlight that FGM is neither necessary nor desirable according to religious principles. The 14 funded organisations have also organised a large number of workshops, strengthened networks and developed effective ways of conducting grass-roots community-based prevention work. However, there are still many challenges in achieving the goal of eliminating this practice, not least the lack of a prosecution on FGM in the UK.

Download Interim Evaluation Report (PDF - 1 Mb)

More on the FGM Special Initiative.

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Interim Evaluation Report
Philanthropy Review: A call to action
The Philanthropy Review Board was established in December 2010 to deliver an independent review into philanthropy in the UK, carried out by leaders from the world of philanthropy, business and the charitable sector. The review was concerned with identifying, evidencing and advocating practical measures to increase giving in the immediate term and which will build a stronger culture of philanthropy in the longer term.

It has now published its report: A call to action.
Download A call to action Full report (PDF - 640k)

More on the Philanthropy Review.

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Full Report
Education for All
This report is a review looking across several independent education reviews from the last two years on many aspects of education and training. It highlights the enduring issues and challenges facing England's policy-makers and suggests educational principles which might contribute to better decision making in respect of each major challenge.

Download Education for All Full report (PDF - 572k)
Download Education for All Research briefing (PDF - 420k)

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Full Report

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Research Briefing
Tackling FGM Special Initiative Peer Research
As part of our special initiative on FGM in collaboration with Trust for London and Rosa - the UK fund for women and girls, Options UK has been commissioned to undertake an independent evaluation. The first stage of the process was to gather insights into attitudes and behaviours of practising communities relating to FGM by asking the funded projects to undertake qualitative peer research. The research highlights some issues and makes recommendations about how these should be taken forward as part of the initiative.

More information on the FGM Special Initiative

Download Peer Research Full Report (PDF - 340k)
Download Peer Research Summary (PDF - 88k)

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Full Report

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Summary
Thinking about...merger
The Institute for Voluntary Action Research (IVAR) supports the development and sustainability of voluntary organisations by combining action research with capacity building support, and publishing the results of this experience. It focuses particularly on small to small to medium sized organisations with a turnover of £100K to £1 million. Esmee Fairbairn with Tudor Trust and LankellyChase Foundation have supported IVAR's core costs and this report is an example of advice in difficult times. Other publications can be found on the IVAR website.
Download Thinking about...merger (PDF - 342k)

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An Inconvenient Sandwich
The throwaway economics of take-away food
A report from the New Economics Foundation that explores social injustice in the independent take-away food sector.
Download An Inconvenient Sandwich (PDF - 604k)

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Fear and Fashion
Five independent foundations, including Esmée Fairbairn (City Bridge Trust, City Parochial Foundation, Wates Foundation and John Lyons Charity) funded four organisations (Crime Concern, Rainer, Working with Men, and Leap Confronting Conflict) to address the problem of young people carrying knives and other weapons. Each project focused on a particular group of young people or area, with the view of comparing different approaches to identify which might work best in understanding the incidence of knife carrying amongst young people in London.
Download Final Report (PDF - 592k)
Download Summary of the Report (PDF - 1.1Mb)

More about Fear and Fashion
Visit the Fear and Fashion website

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Final Report

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Summary
After the War on Drugs
Blueprint for Regulation - a report by Transform Drug Policy Foundation
A major new report providing a blueprint on how drug markets can be legalized.
Download After the War on Drugs report (PDF - 3 MB)
For further information visit Transform Drug Policy Foundation

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Writing is Primary
Writing is Primary - a report documenting a 15 month action research project on the teaching of writing in primary schools. It has been written for schools with head teachers wanting to take action to improve the teaching of writing across their school, lead teachers eager to develop their subject knowledge and teaching staff who would like to see their pupils leave primary school with a deeper understanding and enjoyment of what writing can be for them and what it can do in the world beyond the classroom.

Download Writing is Primary Report (PDF - 492k)
Or to order a free printed copy email your request along with your name, organisation, full address and telephone number to esmeefairbairnfoundation@education.co.uk

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Primary Review
The Primary Review is a wide-ranging and independent enquiry into the condition and future of primary education in England. It is supported by Esmée Fairbairn Foundation and based at Cambridge University Faculty of Education.
Download Primary Review Introduction (1.4 MB)
To buy the full report visit The Primary Review website

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Green Fiscal Commission Final Report - a green tax shift
A major purpose of the Green Fiscal Commission was to explore the economic, social and environmental implications of a major green tax shift for the UK, such that revenues from environmental taxes would more than double their current seven per cent share in overall tax revenues by 2020.

Download Green Fiscal Commission Report (PDF 1.3Mb)

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Culture and Learning: a new agenda for advocacy and action
Culture and Learning a new agenda for advocacy and action is a new report which aims to improve the quality of cultural learning opportunities for people in England.
Download report from Culture and Learning website

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Rethinking Crime & Punishment: The Manifesto
Esmée Fairbairn Foundation's seven year programme into alternatives to prison 'Rethinking Crime and Punishment’ invested over £4 million on more than sixty research projects, working with partner organisations.  The manifesto makes proposals about how the Government's allocation of £2.3 billion earmarked for building 'Titan prisons' might be spent on alternatives to prison, based on the lessons of the Rethinking Crime & Punishment programme.
Download The Manifesto (976k)

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Mitigation - the role of personal factors in sentencing
The report is concerned with personal mitigation: factors which reduce the severity of a sentence, and relate to the offender rather than the offence. The study involved observation of sentences passed in the Crown Court and interviews with judges and recorders. Published by the Prison Reform Trust, Esmée Fairbairn Foundation, Kings College London and the Institute for Criminal Policy Research.
Download Mitigation Report (517k)

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Restorative Justice: the evidence
The report is an independent review of restorative justice evaluations in the UK and internationally. Published by Esmee Fairbairn and the Smith Institute, and directed by Professor Lawrence Sherman.
Download Restorative Justice Executive Summary (184k)
Download Restorative Justice Full Report (412k)

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Local Enterprise Agency Loan Funds: a review of performance
The report was commissioned by the National Federation of Enterprise Agencies and supported by Esmée Fairbairn. It suggests business start-ups are missing out on vital funds to kick-start their ventures as few realise they can access micro-finance as well as advice and support from the enterprise agency network. Non-commercial lending of the type available through the agencies is intended to reach the financially excluded with a viable business proposition but those who are unable to borrow from commercial sources. Crucially, the funds come with business advice which significantly increases the chances of unlocking backing from the high street banks.
Download Loan funds full report (323k)

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The UK Tax System and the Environment
The UK Tax System and the Environment examines in depth the current system of green taxes in place in the UK, their design and effectiveness, and looks at the recent history of green tax revenues and greenhouse gas emissions.  The Institute for Fiscal Studies has bought together evidence and data from a range of sources to provide a central source of information about the existing environment tax system, alongside discussion of the key principles of the debate around using taxes and other economic instruments for environmental goals.
Download UK Tax system full report (1.2Mb)

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Allotments Regeneration Initiative
The Allotments Regeneration Initiative (ARI) was launched in 2002 by the Federation of City Farms and Community Gardens (FCFCG) with the support of Esmée Fairbairn Foundation. Esmée Fairbairn and the Federation of City Farms and Community Gardens (FCFCG) have jointly produced a report which highlights ARI’s many successes in promoting and expanding the use of allotments.
Dowbload Allotments Regeneration Initiative full report (1.1Mb)

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Allotments Regeneration Initiative

Living Values: A report encouraging boldness in the third sector
The value-driven ethos of third-sector organisations is often cited as their distinguishing feature. But what are these values and how do they influence the working practices of the sector? Community Links, with funding from Esmée Fairbairn, undertook some research to answer the questions, what are the values of the third sector, are these values unique to the sector, are these values under threat and what can we do to promote and protect these values?
Download Living Values full report (399k)

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Living Values report

Fade or Flourish: How primary schools can build on children's early progress
Evidence suggests that some of the benefits of pre-school can be lost during later childhood if they are not consolidated. This report looks into how primary schools can play a crucial role in sustaining the social and academic gains provided by early years interventions. It provides a broad ranging review of evidence and best practice, with the use of case studies, relating to a range of pedagogical and administrative elements of primary school practice.
Download Fade or Flourish full report (2.5Mb)

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Fade or flourish
Aspire - Microloans for Business
The report and briefing share the achievements, challenges and lessons learned by Aspire Microloans for Business, a pioneer of community development finance in the UK. They include a comparison of Aspire's performance with its original plans, describe the strengths and weaknesses of its business model, its best practices, and come to some conclusions about what's achievable in terms of microfinance scale and sustainability in a developed economy context. It concludes with lessons and recommendations for UK community development finance institutions (CDFIs) and funders.
Download Aspire briefing (130KB)
Download Aspire full report (3077KB)

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Aspire briefing

Inspiring schools
Since the launch of the Citizenship Curriculum in England, many schools have started to embrace pupil participation. As commitment grows, pupil participation is increasingly seen as an important tool in school improvement. It was in this context that the Carnegie Young People Initiative, as part of the Carnegie UK Trust, and Esmée Fairbairn Foundation came together in Spring 2005 to gain a better understanding of the impact of pupil participation on schools. The project involved secondary schools in England. The results of the project are set out in four publications, under the ‘Inspiring Schools’ banner: Impact and Outcomes, A Literature Review, Case Studies for Change and Resources for Action.

Download Impact and Outcomes (107KB)
Download Literature Review (101KB)
Download Case Studies for Change (212KB)

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Inspiring schools: impacts and outcome



Foundations and Social Investment
Conventional wisdom is that charities are required to keep their money in two silos: for investment or for grant-making. It is often assumed that trustees should maximise returns by investing only in mainstream financial products without regard to their match or mismatch with their charitable purposes. Social investment challenges this model. Over the last thirty years or so, practitioners in the UK and US have engaged in a range of social investment activities - defined as investments which generate a social as well as a financial return. This briefing and the full report describe the principles and concepts behind social investment and use case studies - from both the UK and the US - to help shed light on how social investments have actually happened and worked in practice.
Download Foundations and Social Investment briefing (212 KB)
Download Foundations and Social Investment full Report (228 KB)

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Foundations and social investment breifing

Digital beginnings: Young children's use of popular culture, media and new technologies
This report presents the findings of a study which took place from September 2004 to July 2005. The study explored young children’s (aged from birth to six) use of popular culture, media and new technologies in the home through a survey of 1,852 parents and carers of children who attended 120 individual maintained and non-maintained early years settings in England. A total of 524 early years practitioners who worked in 104 of these settings were also surveyed in order to determine their attitudes towards children’s use of popular culture, media and new technologies and to explore how far they planned for their use in the communications, language and literacy curriculum of the foundation stage.
Download Digital beginnings report (1.06 MB)

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Digital beginnings report

Carbon Disclosure Project 2005
Drawing upon data requested from FT500 companies on behalf of investors whose combined assets total $21 trillion, this report outlines the key issues that make climate change an investment-relevant issue and draws upon company responses to highlight important trends, quantify the risks and direct attention to new investment opportunities. The report demonstrates that the answer to reducing greenhouse gas emissions lies as much with companies and investors as it does with governments, international agencies and the public.
Download Carbon Disclosure Project 2005 report (2.1 MB)

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Carbon disclosure project

Time for Growth
Time for Growth was a challenge established by a
£1 million grant from Esmée Fairbairn Foundation to Community Foundation Network. Ten community foundations each received £100,000 in core cost support in order to enable them to achieve a combined total of £20 million in new endowment investment over a three year period. By the end of the challenge the total raised in new endowment was nearly £19.5 million. This briefing follows an evaluation of the project. A copy of the full evaluation is available below.
Download Time for Growth briefing (167 KB)
Download Time for Growth full evaluation (678 KB)

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Regional Theatre Initiative
The Regional Theatre Initiative (2001-05) aimed to give emerging directors the chance to direct on the main stage of key regional theatres. An initiative of the Arts & Heritage programme, the project was worth £500,000, and was developed in association with the Arts Councils. This document celebrates the achievements of the ten directors who were supported through the RTI.
Download Regional Theatre Initiative booklet (399 KB)

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Street (UK): Learning from Community Finance
In recent years community leaders, charities, business people and politicians have championed the development of 'community development finance' as a way of getting finance to people and organisations that struggle to gain access to mainstream financial services. This helps build assets and develop businesses, particularly in disadvantaged areas where community finance is often targeted. This briefing follows an evaluation of Street (UK), carried out by the New Economics Foundation and funded by Esmée Fairbairn Foundation. A copy of the full evaluation is also available below.
Download Street UK briefing (151 KB)
Download Street UK full evaluation (300 KB)

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An Enquiry Into Continuing Professional Development for Teachers
A one-year research project by Dr Sandra Leaton Gray of Cambridge University, funded by Esmée Fairbairn Foundation and the Villiers Park Educational Trust. The main aim of the research was to review current subject-based professional development opportunities, to identify gaps in provision and to make recommendations for improving future provision.
Download Continuing Professional Development for Teachers report (242 KB)

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Continuing professional development report

I Would Rethink Crime and Punishment by...
A collection of contributions from well-known figures from inside and outside the criminal justice system. What would ex-footballer Tony Adams, peer L
ord Archer, business guru Anita Roddick and broadcaster Nick Ross do to improve the way we respond to crime? This is published by Rethinking Crime & Punishment, a strategic initiative of Esmée Fairbairn Foundation.
Download I would rethink... booklet (1.50 MB)

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I Would Rethink Crime & Punishment by....

Rethinking Crime & Punishment:
The Report

Rethinking Crime & Punishment is a four-year £3million initiative of Esmée Fairbairn Foundation. It aims to raise the level of public debate about the use of prison and alternative forms of punishment in the UK. The key findings and recommendations emerging from RCP are set out in The Report, and are summarised in the Executive Summary.
Download Rethinking executive summary (70 KB)
Download Rethinking report (1.86 MB)

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Rethinking crime and punishment: the report
Rethinking crime and punishment: executive summary

Crime, Courts and Confidence -
Report of an independent inquiry into alternatives to prison

This report by the Commission of Inquiry chaired by Lord Coulsfield contains a number of radical proposals to increase the effectiveness of and confidence in alternatives to prison. The inquiry was commissioned by Esmée Fairbairn Foundation as part of the Rethinking Crime & Punishment initiative, which aims to raise the level of public debate about the use of prison and alternative forms of punishment in the UK.
Download Crime, Courts and Confidence summary (32 KB)
Download Crime, Courts and Confidence report (530 KB)

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Crime, courts and confidence summary
CoulsfieldCrime, courts and confidence full report

Stakeholder accountability in the UK supermarket sector - the final report of the 'Race to the Top' project
This report charts the course of the 'Race to the Top' project, an innovative collaboration to track supermarket progress towards sustainability. This report is a primer for the strategic and tactical choices that now need to be made.
Download Stakeholder accountability report (411 KB)
For further information visit www.iied.org

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Race to the top report

OxCAB/HMP Springhill Evaluation Report
An evaluation of the partnership between Oxford Citizens Advice Bureau and HMP Springhill where prisoners train to work as CAB advisers. This project, and the evaluation carried out by a joint team from Oxford and Cambridge Universities, was supported by the Foundation.
Download OxCAB/HMP summary (142 KB)
Download OxCAB/HMP full report (406 KB)

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Citizen's as prison advisors briefing
Prisoners as citizen's advisers full report

Wings of Learning: the role of the prison officer in supporting prisoner education
Previous research has shown that prisoners involved in education value support and encouragement from officers on the wings. The study was aimed at discovering how officers viewed prison education, that support they could offer, and how it might best be given in the future. Twelve prisons in England and Wales were visited, between December 2004 and May 2005, and small group interviews were carried out with a total of 77 prison officers.
Download Wings of Learning report (1,530 KB)

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Wings of Learning report

Philanthropy UK reports
The Foundation supported Philanthropy UK, a project set up to work with others to promote new philanthropy, particularly among higher earners and those with significant resources. Two publications resulted from this project:

A Guide to Giving
A guide providing the latest information on how to give and how to make donations go further. (3rd edition 2008)
www.philanthropyuk.org/AGuidetoGiving

Why Rich People Give
(2004) www.philanthropyuk.org/Resources/WhyRichPeopleGive


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