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.

Key challenge for advisors in 2023 - Report from Schroders
Report
Schroders
At Philanthropy Impact we are seeing increasing evidence to confirm, what we have always known, that meeting client expectations around environmental and social impact are one of the key challenging...
Anthony Nolan: Impact Philanthropy saving lives through research
Expert opinion
Most people are aware that charities across the UK work hard to help people in need, support education and culture, preserve the environment, and a wide range of other activities...
CLOSING THE CHASM REPORT 2021-2022
Report
Benefactum Consulting
Executive Summary The European female Black footprint has been ignored thus far and the insights that have been shared, have mainly been from the perspective of Black female Leadership. We...
CHARITIES INCLUSIVE GOVERNANCE REPORT 2022
Report
INCLUSIVE BOARDS
The UK’s largest 500 charities’ senior leadership teams and boards remain unrepresentative of the people they serve and employ. Despite women making up the majority of the third sector workforce,...
The change we seek: Reflections on a recent trip to India.
Expert opinion
Change. Impact. Transformation. Progress. No matter what you call it, we philanthropists are obsessed with it. Some use harder metrics than others, but ‘change’, it seems, is the way we...
CAF Charity Resilience Index
Report
CAF
About the Index The Charity Resilience Index focuses on three key dimensions: charity income, demand for services, and operational costs. Charities were asked to rate their confidence on the following...
Advising Philanthropists: Principles and Practice
Book
By:
Beth Breeze and Emma Beeston
HOLDING FOUNDATIONS IN SWITZERLAND - The Foundation-owned company model from theory to practice
Book
By:
Delphine Bottge
This book presents the results of the author's analysis on more than one hundred Swiss foundations, which hold companies, and highlights the diversity of structures and incentives, presenting case studies of prominent foundations (Victorinox and Carl und Elise Elsener-Gut, Hans Wilsdorf (Rolex), 1890 (Servette), Baur, EspeRare, etc.).

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