FavoriteAs a leadership organization that puts equity at the center and is committed to creating space for reflective conversation, CMF continues to ask the question: Have the market forces and growth in philanthropy—and for CMF, growth in Michigan philanthropy specifically—changed enough to warrant an increase in the 5% rule for private foundations? In 2020 CMF partnered with the Dorothy A. Johnson Center for Philanthropy and Plante Moran Financial Advisors to deepen and expand past research exploring the 5% payout rate to help answer this question, building on the learnings of previous studies we’ve commissioned over the past 20 years. An Evaluation of Read more
FavoriteThis guide captures the wisdom of philanthropic leaders who have participated in multi-party advocacy collaboratives. It synthesizes information to dig deeper and understand the pain points and levers of success tied to funding advocacy and donor collaboratives.
FavoriteThis series of brief guides is designed to introduce you to the world of thoughtful, effective philanthropy. Published by Rockefeller Philanthropy Advisors, it’s a roadmap for donors — individuals, couples, families or groups, offering an overview of issues that philanthropists may want to consider as they create their own giving strategies.
FavoriteMeet the next generation of big donors—the Gen X and Millennial philanthropists who will be the most significant donors ever and will shape our world in profound ways. Hear them describe their ambitious plans to revolutionize giving so it achieves greater impact. And learn how to help them succeed in a world that needs smart, effective donors now more than ever. As “next gen donors” step into their philanthropic roles, they have not only unprecedented financial resources, but also big ideas for how to wield their financial power. They want to disrupt the traditional world of charitable giving, and they Read more
FavoriteBuilding on the research and analysis presented in our book, Generation Impact: How Next Gen Donors Are Revolutionizing Giving (Wiley, 2017), this guide offers specific ideas and implications for working closely with your next gen. It provides best practices and highly practical takeaways for engaging and supporting next gen donors as they figure out their philanthropic roles and prepare to launch their own giving efforts. We’ll summarize how the next gen learn best, and who or what influences the development of their values and interest in—and approaches to—philanthropy. We’ll review our most relevant themes, data, quotes, and findings for families and those Read more
FavoriteUnpack the insights of Generation Impact with others and start putting your learning into action with this free, downloadable Discussion Guide. This 24-page PDF guide features additional commentary from the authors, discussion questions per chapter, and Next Steps exercises. Great for: Book clubs Lunchtime roundtables with staff & professional groups Informal gatherings of donor peers, friends & family Individual reflection and journaling Twitter & Facebook book groups, online discussion boards, and more.
FavoriteThe 15 case studies shared here complement Bridgespan’s Harvard Business Review article “Audacious Philanthropy: Lessons from 15 World-Changing Initiatives.” Each case study explores in depth the trajectory of change for the initiative and highlights the practical approaches philanthropy took to achieve transformative social impact.
FavoriteThis year, after nearly 40 years, the Association of Baltimore Area Grantmakers, renamed itself the Maryland Philanthropy Network.The mission is the same, but the new name reflects the now statewide membership and their work helping to shape policies that affect communities across Maryland. Before embarking on rebranding, challenge assumptions and ask questions such as: How has our membership and geographic representation changed over time? How has our role changed over time? Do our current members understand the breadth of our membership and our work? Does our current name and brand reflect who we are today? Will our current name and Read more
FavoriteDespite their aspirations, ultra-wealthy American families donated just 1.2 percent of their assets to charity in 2017. To help them achieve more with their philanthropy, The Bridgespan Group, with support from the Bill & Melinda Gates Foundation, explored what impedes giving to social-change efforts and how four pathways could potentially double the flow of funding to initiatives that could benefit millions.
FavoriteWe at Pacific Community Ventures are thrilled to announce the publication of Impact Due Diligence: Emerging Best Practices, a report which surfaces the shared impact due diligence approaches employed by leading impact investors. The report examines trends and offers insights in an important, yet underdeveloped, area of investment practice. While impact measurement and management (IMM) has become increasingly sophisticated and widespread in recent years, many investors focus primarily on what happens after, not before, investments are made. This limits the potential of IMM, because systematically examining which investments are expected to generate more or less impact can help investors more Read more
FavoriteAlliance is pleased to offer free access to this issue thanks to the Jacobs Foundation who are sponsoring the removal of the paywall in order that the content can be shared as widely as possible. Systems change Welcome to the March 2019 issue of Alliance. Philanthropy and systems approaches are an obvious coupling but the future of their relationship remains far from clear. This special feature explores a growing aspiration to achieve system-level change, taking a more self-critical look than is usually found within the sector. Guest edited by Julian Corner, CEO of the Lankelly Chase Foundation, we note the potential and Read more
FavoriteKey Points The David and Lucile Packard Foundation created Starting Smart and Strong, a 10-year place-based initiative in three California communities, to develop and test solutions that support parents, caregivers, and educators as they prepare young children to be healthy and ready for school. The initiative brings together public and private partners to create comprehensive early-learning systems and ultimately scale what works. This article offers key insights into the foundation’s experience, three years into implementation, with managing this complex initiative and how program officers were compelled to think differently about the best roles staff can play to support grantee communities Read more
FavoriteRealizing that the world’s pressing challenges are becoming more complex, many philanthropic funders are reflecting on how to create more transformational impact. They wonder whether they are putting their resources to best use, and what they could do differently to create more sustainable solutions to the challenges they aim to address. To help answer that question, the Scaling Solutions toward Shifting Systems initiative was launched in 2016 as an inquiry: Can we encourage collaborative, longer-term, adaptive resources to fund and accelerate scalable solutions targeting systemic changes around pressing global issues? Since then, the initiative’s steering group and team, with representation from the Read more
FavoriteThis toolkit is designed to help funders recognize the aspects of great relationships with your nonprofit partners, assess competencies, and consider ways to improve how to work with one another. Many ideas in this toolkit were generated by funders and nonprofits during a series of half-day programs around the country, hosted in partnership with the National Council of Nonprofits and with funding from the Fund for Shared Insight. This simple tool walks through: The hallmarks of great relationships. A self-diagnostic that can help you identify opportunities for improvement. Two key skills that can improve relationships in any given area. In this resource, you’ll also Read more
FavoriteThe book Generation Impact begins with a bold claim: that rising major donors will be the most significant philanthropists ever. Authors Sharna Goldseker and Michael Moody’s share examples of exciting trends and their analysis of these changes.
FavoriteThis new study’s findings provide strong evidence that giving circles are an increasingly significant philanthropic force, engaging a greater diversity of donors, including women, people of various ethnic and racial backgrounds, and donors of all wealth levels.
Author: Dorothy A. Johnson Center for Philanthropy
FavoriteGrantmakers In Health (2017): This guide provides a framework to help funders think strategically about the potential of impact investing, part of a growing practice that incorporates environmental, social, and governance criteria into investment decision making. Kresge helped fund the study.
FavoriteIn looking to create a charitable vehicle, you may be considering whether to establish a private foundation or a donor-advised fund (DAF). At the most basic level, the difference between a DAF and a private foundation is control. A private foundation is a freestanding legal entity over which the donor retains complete control. A donor-advised fund is a giving account within a sponsoring charitable organization. The donor makes recommendation as to how those funds are invested and granted out, but the sponsoring organization must give its approval. • Comparison of tax advantages • Comparison of philanthropic options • Comparison of investment/asset management options • Read more
FavoriteGiving Communities is a resource developed by Bolder Giving to help you find communities of donors with whom you share common interests and values. As you start your giving journey, the six questions offered on this website are a great place to begin. With each one, we’ve offered some suggestions or ideas for reflection to help get you started.
FavoriteThis article discusses the practice of impact investing. The Impact Finance Center partnered with foundations and other investors in Colorado to create CO Impact Days and Initiative to demonstrate how to address this need for a more efficient and effective marketplace.
FavoriteIn this webinar experts will elaborate upon what it is, how to decide if it’s right for your organization and explore some of the the biggest hurdles holding individuals and organizations back from directing funds to impact investing. Industry experts Jean Case, Melanie Audette, and Dan Brillman, who will now be joined by Stacy Donohue and Kate Ahern lead the discussion and share how organizations can unite purpose with profit. Please view the Short Guide to Impact Investing as an additional resource and recommended primer before viewing the webinar.
FavoriteThe word “philanthropist” evokes the names of billionaire donors – Rockefeller, Gates, Pew – but in reality, most charitable giving comes from regular people giving smaller amounts. How can you, the non-billionaire, do the most good with what you give? Kat Rosqueta, who launched the Center for High Impact Philanthropy in 2006, shows how to become a high-impact philanthropist, with a few tips for getting more engaged with your donations – one dollar, one cause, at a time.
Author: Center for High Impact Philanthropy, University of Pennsylvania
FavoriteIn the recent Alliance special feature, ‘Markets for good: removing the barriers’, we had not just one article but several from around the globe about social impact investing. It’s a joyhttp://www.alliancemagazine.org/en/content/june-2014 to think that the field is now at a point that such an esteemed and diverse group of contributors can come together and debate the issues raised by Monitor Inclusive Markets’ report Beyond the Pioneer: Getting inclusive industries to scale. For me one big issue the report raises is the role of government vis-à-vis impact investing in addressing social problems.
FavoriteThe Beldon Fund’s ten-year experience with spending out while seeking to accomplish an ambitious mission yielded a range of useful lessons that we believe are applicable more broadly. They cover the practical nuts and bolts of putting a foundation on a spend-out course as well as specific tips on effective program strategies to achieve impact.
FavoriteThis report shares reflections on an in-depth examination of the story and needs of youth grantmaking (young people making monetary contributions to organizations through established institutions or governing bodies). The report finds that while more than 200 foundations worldwide offer youth grantmaking programs and more than 100 related resources exist, that information is not broadly available. This scan was conducted in partnership with Youth Philanthropy Connect, a program of the Frieda C. Fox Family Foundation.
FavoriteIncreasingly, the practice of grantmaking as a tool for bringing about social change has fallen out of favour, replaced by newer, snappier-sounding forms of philanthropy. In laying out their wares, venture philanthropy, strategic philanthropy, philanthrocapitalism and, most recently, ‘catalytic philanthropy’ have all made claims for greater effectiveness.
FavoriteThis report describes five different foundations’ approaches to measuring the social impact of program-related investments (PRIs). In addition, it reviews three other approaches to measuring the social impact of other impact investments that may be relevant to foundations.
FavoriteThis article surveys the different definitions of family foundation that are, and have been, used by key organizations in the field and by researchers. It also reviews examples of the variations and complicating factors that make answering the title question difficult.
Favorite In this article, the authors describe the distinction between embedded funding approaches and other conventional efforts. Then, using the experience extracted from case studies of selected embedded foundation efforts, they delineate several key methods involved and discuss implications for future work.