Advisors and Consultants

Leveraging Small Grants for Big Impact

Posted on December 14, 2017 by Kenji Treanor, Patricia Douglas, Shirley Fredricks, Carmela Castellano-Garcia

Domino effect. Snowballing. Chain reaction. Ripple effect. Reverberation. There are plenty of ways to describe this simple truth: small actions can have big results. This webinar will feature the stories of foundations that have created out-sized impact with their relatively small grants. Whether it’s health care, education, or the environment, the foundations and funds featured in this webinar have harnessed… Read More

The Step-by-Step Guide to Evaluation

Posted on December 5, 2017 by W.K. Kellogg Foundation

The evaluation profession is multi-faceted and can be characterized partly by its theoretical debates, ethical considerations and proprietary interests. What is evaluation and how can it help your organization? This handbook is designed to demystify evaluation and help you get the most out of evaluation for your organization… Read More

2019 Donor-Advised Fund Report

Posted on November 21, 2017 by National Philanthropic Trust

The 2019 Donor-Advised Fund Report examines 2014 through 2018 fiscal year data from 989 charities. For the ninth consecutive year, there was growth in all key metrics—number of individual donor-advised funds, total grant dollars from donor-advised funds to charitable organizations, total contributions to donor-advised funds and total charitable assets in them… Read More

Going Beyond Giving: Perspectives on the Philanthropic Practices of High and Ultra-High Net Worth Donors

Posted on November 21, 2017 by Kimberly Dasher Tripp, Rachel Cardone

The Philanthropy Workshop, with funding from the Raikes Foundation and the Bill & Melinda Gates Foundation, commissioned research to understand the experiences, practices, and behaviors of high and ultra-high net worth philanthropists. The research included an electronic survey of over 200 individuals, including 132 TPW members representing 30% of the TPW network. Their responses raised provocative questions about the power… Read More

Philanthropy as the South’s Passing Gear: Fulfilling the Promise

Posted on November 21, 2017 by Philanthropy Southeast

Ten years ago, MDC’s report The State of the South 2007: Philanthropy as the South’s “Passing Gear,” asked a key question of the field: How can philanthropy accelerate progress toward a South that is both equitable for all its residents and competitive with other regions of the country? The original “Passing Gear” report leaned heavily on data about the current… Read More

Policy Changes in the Pipeline: How Will New Proposed Legislation Affect Family Giving?

Posted on November 9, 2017 by Jay Hutchins, John Mullaney, Sandra Swirski

Tax reform and policy changes are complex topics to understand. How can proposed tax reform affect the work of your foundation? What policies about charitable giving should giving families know about and consider? Are there steps giving families can take to prepare? Join John Mullaney, the Executive Director of the Nord Family Foundation as he interviews: Sandra Swirski, Executive Director… Read More

Have Donor-Advised Funds and Other Philanthropic Innovations Changed the Flow of Giving in the United States?

Posted on November 7, 2017 by Patrick Rooney

Giving intermediaries are nothing new, and include a range of vehicles such as workplace campaigns (like the United Way and the Combined Federal Campaign) and community foundation general funds. Of late, such giving intermediaries have found their donors less willing to give into a general fund—where others make decisions about the final destinations of their gift—and more in favor of… Read More

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