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
Maanch
Introduction The objective of this working paper is to provide a ‘bird’s eye view’ reference guide to the UK ESG Investing Ecosystem by summarising and explaining the key relevant definitions,...
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
Thoughtful Philanthropy
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future.
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
Athena Capital Advisors LLC
The potential of impact investing is often illustrated in stories of individual investments. New entrants to the field and experienced participants alike are drawn to the idea of putting capital...
Report
ABN AMRO
The Dutch market for social impact bonds (SIBs) is still in its infancy, but its potential to grow into a key public sector funding instrument prompted ABN AMRO to investigate...
Report
CAF
CAF has recently produced a report looking at the relationship between major donors and their advisors. This takes a range of advisory services into account: wealth, accounting, legal and philanthropy...
Report
Rockefeller Philanthropy Advisors
This brief guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors —individuals, couples, families or groups. It offers an overview of...
Report
National Committee for Responsive Philanthropy
In this report, NCRP contends that strategic philanthropy is limited by its top-down, technocratic approach and recommends the use of approaches familiar to social justice philanthropy to address these limitations...

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