Lost Causal: Debunking Myths About Causal Analysis in Philanthropy – With 2024 Prologue
Bibliographic record
Abstract
Editor’s Note: This article, first published in print and online in 2022, has been republished by The Foundation Review with minor updates. What if philanthropic evaluations told us that changes in the world had occurred, as well as how and why they occurred, including whether what foundations funded and grantees did contributed to those changes? What if evaluations made change pathways more visible, tested hypotheses and assumptions, and generated new insights based on what happened in the “black box” of systems change strategies? This type of learning comes from causal analysis — inquiry that explores cause-and-effect relationships. Yet currently in philanthropy, particularly for strategies and initiatives that feature high complexity, few evaluations use robust techniques for understanding causality. Instead, philanthropic evaluation tends to rely on descriptive measurement and analysis. These descriptions often are rich, meaningful, and in-depth, but they remain merely descriptions nonetheless. This article challenges the myths that hold us back from causal inquiry, allowing us to embrace curiosity, inquiry, and better knowing, even (or especially) if it means learning that our assumptions and theories do not hold up. We argue that philanthropy more frequently needs to examine causal relationships, using a growing suite of methodological approaches that make this possible in complex systems. Causal methodologies can challenge and strengthen the often uncontested beliefs that underlie philanthropic interventions, while offering evidence about enabling contexts and system drivers. Strong causal analysis considers not only the funder’s model and assumptions, but also the beliefs others hold about how and why change occurs, opening the door to more equitable and less biased ways of understanding change.
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How this classification was reachedexpand
Full frame machine prediction
Teacher imitationNot calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.
Distilled classifier scores by category (both heads)
| Category | Codex | Gemma |
|---|---|---|
| Metaresearch | 0.160 | 0.509 |
| Meta-epidemiology (narrow) | 0.002 | 0.002 |
| Meta-epidemiology (broad) | 0.003 | 0.004 |
| Bibliometrics | 0.005 | 0.004 |
| Science and technology studies | 0.007 | 0.040 |
| Scholarly communication | 0.019 | 0.034 |
| Open science | 0.009 | 0.009 |
| Research integrity | 0.022 | 0.065 |
| Insufficient payload (model declined to judge) | 0.009 | 0.004 |
Machine scores (provisional)
The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.
Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.
score_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from itClassification
machine, unvalidatedMachine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.
How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".