Grantmaking for Systems Change: When Philanthropy Targets Root Causes

Systems change philanthropy operates at a different level from service delivery funding. Rather than helping more individuals navigate a broken system, systems change grantmaking targets the system itself — the policies, norms, power structures, and institutions that create and sustain social problems. This is more complex, more political, and harder to evaluate than programme funding — but potentially far higher impact.

What is systems change?

Systems change is transformation in the conditions that hold a problem in place — not just addressing symptoms, but changing the underlying drivers.

For any social problem, there are:
- Symptoms: the immediate manifestations (hungry children, homeless people, sick communities)
- Drivers: the conditions that produce the symptoms (poverty, housing policy, social determinants)
- Root causes: the deeper structural factors that produce the drivers (power imbalance, discriminatory policy, economic structure)

Systems change philanthropy targets drivers and root causes — while recognising that direct service (addressing symptoms) remains necessary while systems change is pursued.

Examples of systems change

  • Funding policy advocacy to change rental law → reduces homelessness more sustainably than funding more homeless shelters
  • Funding school curriculum reform → improves educational outcomes more broadly than tutoring individual students
  • Funding legislative reform on domestic violence → changes what is legally possible for all victims, not just those reached by services
  • Funding media and public narrative change → shifts cultural attitudes that perpetuate inequality

Why funders invest (and don't invest) in systems change

The case for systems change

  • Higher leverage: one policy change can affect millions of people
  • Sustainable: systems change doesn't require ongoing service delivery funding
  • Addresses causes not symptoms: reduces the problem rather than managing it

Why funders avoid systems change

  • Attribution is nearly impossible: how do you prove your grant caused a policy change?
  • Time horizons are long: systems change takes 10-30 years, not 3-5
  • Political risk: advocacy can be controversial for public funders and risk-averse boards
  • It's hard to articulate to boards and donors who want clear impact stories

Key elements of systems change grantmaking

Long time horizons

Systems change requires patience — 10-20 year commitments to issues, not 3-year project funding cycles. Funders committed to systems change make long-term bets and stick with them through cycles of progress and setback.

Network funding

Systems change doesn't happen through single organisations — it requires networks of advocates, researchers, practitioners, and community organizers working toward shared goals. Funding the ecosystem (multiple organisations, conferences, research, communications) rather than single organisations.

Power analysis

Who benefits from the current system? Who loses? Effective systems change philanthropy starts with power analysis — understanding who has interest in maintaining the status quo and who has interest in changing it.

Policy and advocacy funding

Policy change requires advocacy — lobbying, campaigning, coalition building, and sustained pressure on decision-makers. This is often the most direct lever for systems change, but also the most politically sensitive for funders.

Narrative and communications

Systems change requires changing how problems are understood and discussed — from individual failure to systemic cause. Funding narrative change (journalism, research, public communications) builds the public understanding that enables policy change.

Research and evidence

Policy change is more sustainable when grounded in evidence. Funding research that documents the problem and evaluates potential solutions contributes to the evidence base for systems change.

Community organizing

The most durable systems change is driven by the people most affected — community organizing builds power among affected communities to advocate for change themselves. Funding community organizing is one of the highest-leverage systems change investments.

Theories of change in systems change philanthropy

A theory of change for systems change philanthropy articulates:
- What change do we want? (the vision)
- What needs to change to get there? (drivers and root causes to address)
- What interventions will produce that change? (advocacy, research, narrative, organizing)
- What assumptions are we making? (what needs to be true for this to work?)
- How will we know if it's working? (indicators and learning)

Systems change theories of change are necessarily more complex and contested than programme-level theories of change — acknowledging uncertainty and non-linearity.

Challenges in evaluating systems change

Evaluation is the hardest part of systems change philanthropy:

Attribution

When a law changes or a policy shifts, who gets credit? Typically many organisations, movements, and decades of work contributed — a single grant cannot be attributed as the cause.

Counter-factual

Would the systems change have happened without the grant? It's genuinely impossible to know.

Long time horizons

Evaluation at the scale of systems change requires decades of data — far beyond typical grant reporting cycles.

Emerging strategies

Developmental evaluation — adjusting strategy based on what is being learned in real time — is more useful for systems change than summative evaluation after the fact.

What to measure

Contribution, not attribution:
- Did the organisations funded build the capacity and relationships needed for systems change?
- Is the policy landscape shifting in the desired direction?
- Are the right coalitions forming?
- Is public discourse changing?

New Zealand and Australian systems change philanthropy

Policy advocacy restrictions

Public benevolent institutions (PBIs) and other DGR-endorsed organisations face restrictions on political activities. Funders considering systems change need to understand the legal framework for advocacy funding in Australia and New Zealand.

In New Zealand: charities may advocate on political issues provided it is incidental to charitable purposes.

In Australia: advocacy for charitable purposes is permitted, but partisan political activity is not. The boundary can be unclear.

Examples in the region

  • Funders investing in housing law reform (supporting housing advocacy organisations)
  • Funders supporting climate policy advocacy
  • Funders backing criminal justice reform movements
  • Funders supporting workplace gender equity advocacy

Who is doing systems change philanthropy

Globally

MacArthur Foundation, Ford Foundation, Open Society Foundations — have made systems change central to their approach.

Australia and New Zealand

Some Australian and New Zealand foundations are increasing systems change investment — though it remains a smaller proportion of the philanthropic sector than service delivery funding.


Tahua's grants management platform supports funders investing in systems change — with long-term grant portfolio management, advocacy milestone tracking, narrative change monitoring, coalition mapping, and the evaluation tools that help systems change funders navigate the complexity of measuring their contribution to structural transformation.

Book a conversation with the Tahua team →