Resources

Reports

You might find some of these reports useful. Some reports are held as PDF documents within the site and others link to other sites.

Report
US Trust and The Philanthropic Initiative, Inc. (TPI)
The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand...
Report
Global Impact Investing Network (GIIN)
Global Impact Investing Network (GIIN) network are releasing their report on The State of Impact Measurement and Management Practice . The report provides a comprehensive survey of the state of...
Report
The Philanthropy Workshop
TPW's “Going Beyond Giving" Report seeks to better understand high and ultra-high net worth philanthropists' motivations, actions, and practices. It is the first study to include a sample of TPW's...
Report
CAF
CAF have released the results of their 2014 Annual Giving Survey. The report brings together the results of over 5000 face to face interviews conducted between April and October 2014...
Report
Urban Institute Center on NonProfits and Philanthropy, Urban Institute-Brookings Tax Policy Centre
As rising budgetary pressures force policymakers to find ways to reduce spending and increase tax revenue, a new attention has been given to proposals that reduce or eliminate the income...
Report
21/64 and the Johnson Center for Philanthropy
A relatively small group of Generation Xers and Millennials will inherit over $40 trillion in wealth, much of that designated for philanthropy. In this first-of-its-kind research, the Johnson Center and...
Report
CompassPoint Nonprofit Services and the Evelyn and Walter Haas, Jr. Fund,
This study reveals that many nonprofits are stuck in a vicious cycle that threatens their ability to raise the resources they need to succeed. A joint project of CompassPoint and...
Report
Association of Donor Relations Professionals
Donor stewardship is the comprehensive effort of any nonprofit that seeks philanthropic support to ensure that donors experience high-quality interactions with the organisation that foster long-term engagement and investment. This...
Report
The Philanthropy Review (UK)
This report sets out a number of recommendations to encourage giving in the UK. Sir Tom Hughes-Hallett led the development of this report with a core group of leading philanthropists.
Report
Monitor Group LLP
The combination of the new ecology and the responses to it suggests that philanthropy has entered a fascinating and perplexing moment of transition. The old norms and practices don't fee...

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