Library

BNY Mellon Wealth Management's 2022 Charitable Gift Report assesses the philanthropic landscape, levels of giving over the past five years and donor behavior to provide insights, context, and benchmarks. This report provides analytics and observations on the charitable gift annuity (CGA) and charitable remainder trust (CRT) activity during the calendar year 2021 for 101 nonprofit organizations and the BNY Mellon Charitable Gift Fund. This includes stats related to life income or planned gifts. O

To realize the deep systemic change that America is demanding, philanthropy must reorganize to build and demonstrate a trust-based culture, invest in community leadership capacity-building, and open up decision-making and information-sharing structures.

Amid the unprecedented challenges of the past year, calls for funders to make fundamental changes in how they approach their work have grown in number and intensity. How are foundations responding to the past year’s crises? What high-level changes in practice are they making — and will these changes be for the long term? CEP explored these questions through surveying and interviewing U.S. foundation leaders. This three-part research series, Foundations Respond to Crisis, shares what we learn

Giving USA 2022 Annual Report on Philanthropy The nation’s longest running, most comprehensive report on philanthropy, The Annual Report on Philanthropy, is a 350+ page report with chapters that provide in-depth analysis of findings on total charitable giving, giving by sources, and giving to major recipient categories. In addition, each chapter provides strategic insights into the latest giving trends and facts. https://givingusa.org/

Is a brief overview identifying reasons people give to nonprofits or causes, tips for how to approach donors ("making the ask"), an overview of national statistics on philanthropy, and a list of other kinds of charitable activities people engage in (such as volunteering).

Is an article by Lucy Bernholz and is available on the web site of Long Beach Nonprofit Partnership. The 10 phrases show the long, steady rise in market-based solutions for social problem solving, technology's infiltration of all things fundraising, and a shift in attention from local to global.

Rethinking Philanthropy for the Next Generation is an article written by Lawson Bader for Forbes Nonprofit Council. Bader discusses the increasing impact of millennial donors and how nonprofits can best approach them in a way that increases interest and involvement.

Optimizing the path from funder to fundee isn’t something philanthropy has thought about systematically, but the sector should take this moment to build some muscle into it, with an eye toward racial and economic justice.

Public trust is the currency of the nonprofit sector. The public's belief that nonprofits will "do the right thing" is one of the central reasons the sector exists. Communities have relied upon nonprofits to provide trusted sources of information, life-sustaining services, environmental stewardship, and places of refuge for centuries. In today's highly polarized environment, understanding and managing trust has never been more important for organizations to own their license to operate, lead, an

Information resources are provided in this workshop handout to help smaller foundations in the Valley get stronger and meet their philanthropic goals.