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Bracing for a Downturn: Nonprofits, Charitable Deduction Worries, and How Foundations Can Help

On January 1, 2018, the Tax Cuts and Jobs Act went into effect, providing significant tax reductions for both individuals and corporations and doubling the amount of the standard deduction that individuals can claim in their tax returns. How are nonprofit and foundation leaders viewing the implications of this legislation? What role can funders play in helping grantees respond to it? This report gains insight into these questions.





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Staying Connected: How Five Foundations Understand Those They Seek to Help

Staying Connected: How Five Foundations Understand Those They Seek to Help profiles five foundations ranked among the top 15 percent of foundations that commissioned a Grantee Perception Report (GPR) between 2016 and 2017 when it comes to how their grantees rated them on questions related to their understanding of intended beneficiaries’ needs. The work of these five foundations seeks to help beneficiaries in a range of focus areas — from students to children and adults in need of affordable health care.





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Relationships Matter: Program Officers, Grantees, and the Keys to Success

Relationships Matter: Program Officers, Grantees, and the Keys to Success sheds light on what constitutes a strong funder–grantee relationship, what nonprofits say it takes for funders to foster such relationships, and the crucial role that program officers play in the equation. The report finds that in the eyes of nonprofits, the most powerful ways that funders can strengthen their relationships with grantees are to: 1) focus on understanding grantee organizations and the context in which they work; and 2) be transparent with grantees. Less powerful, but still important to forming strong relationships, are the experiences grantees have during the selection process Read more





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Benchmarking Program Officer Roles and Responsibilities

In this report, the Center for Effective Philanthropy shares the results of a survey conducted in mid-2016 to gain a better understanding of the role of the program officer. The report provides a comprehensive collection of benchmarking data on topics ranging from the professional and educational backgrounds of program officers, to technical information about the structure of the program officer role, to program officers’ perspectives on certain aspects of their work, such as the funder-grantee dynamic.





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Shifting Winds: Foundations Respond to a New Political Context

CEP surveyed foundation leaders about their reactions to the shift in presidential administrations, and the degree to which they were making changes as a result. The report reveals that the reactions and responses of U.S. foundations to the shift in national political context vary widely, but most foundations are changing their practices or shifting their emphases.





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A Date Certain: Lessons from Limited Life Foundations

This report illustrates the ways in which limited life foundations approach spending down in nine key areas, including investing, grantmaking and strategy, and communications. The results show that most leaders of limited life foundations choose to spend down because of the belief that it will lead to greater impact. And though these foundations’ leaders wrestle with a similar set of issues in their work, the interviews revealed that there is no one way to spend down.





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The Future of Foundation Philanthropy: The CEO Perspective

Based on the perspectives of more than 200 foundation CEOs collected through in-depth interviews and responses to a survey from May to June of 2016, this report captures foundation leaders’ views on challenges and concerns about the changing landscape in which they work, practices they believe to hold the most promise for helping foundations reach their potential, and the most pressing issues that will influence foundation philanthropy in the coming years.





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Benchmarking Foundation Evaluation Practices

Developed in partnership with the Center for Evaluation Innovation, Benchmarking Foundation Evaluation Practices is the most comprehensive data collection effort to date on evaluation practices at foundations. The report shares data points and infographics on crucial topics related to evaluation at foundations, such as evaluation staffing and structures, investment in evaluation work, and the usefulness of evaluation information.





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Sharing What Matters: Foundation Transparency

CEP analyzed survey data from 145 foundation CEOs and more than 15,000 grantees and systematically reviewed more than 70 foundation websites. This report reveals that funders see grantees as the primary audiences for their transparency efforts, and both foundations and grantees believe transparency about the substance of foundation work, rather than about financial disclosures or governance, matters most to effectiveness.