Resources and Tools

Most Recent Post: December 11, 2012

Find resources below:
Diversity in Philanthropy
Tribal and Rural Philanthropy
Public Policy
International Philanthropy

Philanthropy and the Social Economy: Blueprint 2013, from Grantcraft, Lucy Bernholtz's annual industry forecast.  Grantcraft, 2013.

Philanthropy and the Regeneration of Community Democracy, paper from The Kettering Foundation by Peter Pennekamp with Anne Focke. Published December, 2012.

School Community Team - Implementation Guide, an innovative school-based approach for developing a healthy school community. Written by the Kairos Group and funded by The Northwest Health Foundation. Published 2012.

The Millennial Impact Report 2012
Based on surveys and focus groups of 20 to 35 year olds, the report describes their expectations and preferences about how nonprofits engage them. From Achieve and Johnson Grossnickle and Associates. July, 2012.

Opportunity for Action, Preparing Youth for 21st Century Livelihoods
The International Youth Foundation, with support from Microsoft, reports on the emergent gap among youth worldwide between those who have the access and skills to be successful, and those who do not, and how technology and other investments can bridge the divide. March, 2012.

Bright Spots Leadership in the Pacific Northwest
The Paul G. Allen Foundation and Helicon Collaborative report on "bright spots" among cultural organizations who are thriving despite challenging times.  The report highlights strategies and principles that characterize their success. February, 2012.

Homelessness Ends Here: Maximizing the Impact and Amplifying the Voice of Philanthropy 
David Wertheimer, Deputy Director of the Pacific Northwest Initiative at the Bill and Melinda Gates Foundation, addresses the principles of the Funders Together network, learned through years of experience and research, that will work to end homelessness. Published in Funders Together to End Homelessness Blog, November 16, 2011.

Benchmarking 2011: Trends in Education Philanthropy
Report from Grantmakers for Education examines funder characteristics, priorities, budgets, strategies, and emerging trends. December, 2011.

New Research: Early Education as Economic Investment
National Conference of State Legislatures summarizes latest economic research examining early education initiatives as public investments.

Foundation Funding for Hispanics/Latinos in the United States and for Latin America
Report from The Foundation Center and Hispanics in Philanthropy examines foundation giving domestically and internationally. December, 2011.

Discretionary Grants: Engaging Family...or Pandora's Box?
Paper from National Center for Family Philanthropy discusses challenges of discretionary giving by family foundations.  Includes the experience of member Russell Family Foundation in Gig Harbor as reported by Richard Woo. December, 2011.

Beyond the Count: Leveraging the 2010 Census to Build New Capacities for Civic Engagement and Social Change in California
Report from USC Program for Environmental and Regional Equity looks at how a coordinated strategy to reach the “hard-to-count” built and strengthened capacities to engage disenfranchised Californians beyond the census tally.

Ninth District Community Insight
Survey of community development and service organizations as key indicators of the economic health of low- to moderate-income communities in six states, including Montana. Published by the Community Development Department of the Federal Reserve Bank of Minneapolis, November, 2011. (PDF, 821 KB)

Wired Workforce, Networked CSR, Employee Involvement in the Age of Social Media a special report identifies trends and best practices using social media for corporate social responsibility work. From the Heyman Center for Philanthropy and Fundraising at New York University and The JK Group Inc. (PDF, 1.2 MB)

 Impact of the Obama Administration's Proposed Tax Policy Changes on Itemized Charitable Giving, from The Center on Philanthropy at Indiana University, October, 2011. (PDF, 2.3 MB)

The Committee Encouraging Corporate Philanthropy has issued its Giving in Numbers: 2011 Edition, which reports on trends in corporate philanthropy, October 2011.

The Foundation Center has published a whitepaper with research on Key Facts on Mission Investing, which aims to "aggregate information on the extent to which foundations are making use of MRIs," October 2011. (PDF, 317K.)

A Consumer's Guide to Grants Management Software, an updated report that compares twenty grant management systems. From Grant Managers Network, Technology Afffinity Group, written by Idealware, October, 2011. (PDF, 1 MB).

 Catalyzing Networks for Social Change, A Funder's Guide, a new report from the Monitor Institute and Grantmakers for Effective Organizations, October, 2011. (PDF, 1.3 MB).

Changing Our World, Inc. has released its whitepaper on The Public Finance Crisis: Can Philanthropy Shoulder the Burden?, October 5, 2011.

The Nonprofit Research Collaborative has released its fundraising survey of charitable gifts in the first half of 2011 and shows flat or declining trends. Read a top-line summary at GuideStar. September 29, 2011.

Leap of Reason, Managing to Outcomes in an Era of Scarcity, offers practical advice to nonprofit leaders about effective, outcomes driven management. See also The Economist review, Giving for Results, of this book and also Give Smart: Philanthrophy That Gets Results and Do More Than Give: The Six Practices of Donors Who Change the World, books about effective philanthropy.  May, 2011.

Study Finds Community Funds Grew in 2010
Ohio's Columbus Foundation annual study found that assets and gifts at community foundations grew 13% in 2010, compared to 2009 decline. May, 2011.

Foundation Funding for Native American Issues and Peoples
New report details a decline in giving that explicitly benefits indigenous people over the last ten years. Foundation Center, May, 2011. (PDF, 2.3 MB)

2011 State of the Sector Survey
Nonprofit Finance Fund's annual survey looks at the work and financial health of the nonprofit sector.

Resilient Nonprofits, How Western Washington Nonprofits are Coping with the Impact of the Economic Downturn
Report from the Evan School of Public Affairs at the University of Washington.  March, 2011.

Gaining Perspective, Lessons Learned from One Foundation's Exploratory Decade
Report examines Northwest Area Foundation work in poverty reduction. Report by FSG Social Impact Advisors. January, 2011.

 Collective Impact
Stanford Social Innovation Review illustrates how large scale social change may be achieved through broad cross-sector coordination.  Winter, 2011.

 ArtsFund Economic Impact Study
Report documents economic impact of 357 nonprofit arts, cultural and scientific organizations in Central Puget Sound. It identifies $1.9 billion in business activity generated through expenditures by organizations and their patrons in the local and Washington state economies in 2009. January, 2011.

Strengthening Democracy, Increasing Opportunities, Impacts of Advocacy, Organizing and Civic Engagement in the Northwest Region
National Committee for Social Responsibility releases 5th report in the series, from the Grantmaking for Community Impact Project.  Report addresses the work of 20 nonprofits and their impact on their communities. September, 2010.

Good Governance Practices Seen as Good Tax Practice
IRS and state regulators are using new Form 990 disclosures as indicator of compliance with nonprofit legal and tax requirements. Davis Wright Tremaine Advisory, January 3, 2011.

Nonprofits in Washington, A Statistical Profile
2010 Update, written by Putnam Barber, published by the Evans School of Pubilc Affairs at the University of Washington.

Centennial Plan: Strategies for a Strong Community Foundation Field
Published by Council on Foundations, 2010.

From Crisis to Opportunity: Learning from One Region's Response to the Economic Downturn
FSG Social Impact Advisor report profiles Northwest funders' who changed their policies and practices in response to urgent needs. July, 2010.

What's Next for Philanthropy
Acting Bigger and Adapting Better in a Networked World. The Robert Wood Johnson Foundation. July, 2010. 

Adolescent Engagement for Academic Success: Conditions and Policies in Washington State
Report from Washington KIDS COUNT shows a sizable proportion of adolescents in Washington are not engaged in school and at greater risks for dropping out of school. July, 2010. 

A Growing Tradition? Examining the African American Family Foundation
Study published by The Aspen Institute from research at the University of Pennsylvania suggests an important role for community foundations. 2010. 

A Guide to Actionable Measurement
Published by the Gates Foundation as an internal guide to principles, approaches and taxonomies used in results measurement.  April, 2010.

Project Streamline: Making Streamlining Stick
Addresses changes in mindset, organizational culture and behavior required to make streamlining work. April, 2010.

Right Sizing the Grantmaking Process
Presents the case for creating a grant process proportionate to the grant and prior grantee relationships. April, 2010.

Streamlining Online Grant Applications
Companion document to guide published in March, 2010, this report summarizes the commmissioned evaluation by Idealware of seven vendors measured against the "gold standard" features established in the earlier report.  April, 2010.

Project Streamline: Grant Budgets and Financial Reports
Guide to streamlining budget and financial reporting requirements. March, 2010.

Project Streamline: Online Applications and Reporting
Identifies 'gold standard' features of online grants management products. March, 2010.

America's Nonprofits Brace for Tough 2010
Nonprofit Finance Fund national survey of 1300 nonprofit leaders reports continuing challenges, new coping mechanisms, and growing financial gaps. March, 2010.

Funder Collaboratives: Why and How Funders Work Together
Guide from Grantcraft that shares successful approaches and challenges to collaboration. 2009.

Time is of the Essence: Foundations and the Policies of Limited Life and Endowment Spend-down
Research report to The Apsen Institute, based on five case studies. October, 2009.  

On the Money - Key Financial Challenges Facing NonProfits - and How Grantmakers Can Help
Report from Grantmakers for Effective Organizations, Fall, 2009.

The Nonprofit Starvation Cycle addresses systemic problems that handicap development of sustaining infrastructure in nonprofit organizations.
Stanford Social Innovations Review, Fall, 2009.

Kids Count Data Center
Compendium of data measuring child wellbeing, including data by state and topic. Data center by Annie E. Casey Foundation. 

Moving to Higher Ground, Potential Roles for Philanthropy in Helping Washington's Communities Cope with Disaster
Statewide Disaster Preparedness Assessment for the Philanthropic Sector in Washington
Bill and Melinda Gates Foundation, The Seattle Foundation, United Way of King County, June, 2009. 
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Video: "I am a Philanthropist": Diverse Voices in Giving
Many voices from many communities talk about their role in giving. Produced by Rockefeller Philanthropy Advisors and D5.

Foundation Funding for Hispanics/Latinos in the United States and for Latin America
Report from The Foundation Center and Hispanics in Philanthropy examines foundation giving domestically and internationally. December, 2011.

State of the Work, Mapping the Landscape and D5's Path Forward on Diversity, Equity and Inclusion in Philanthropy, D5 Coalition, April, 2011 (PDF, 795 KB).
Hard copy of report available from Philanthropy Northwest from  Lisa Galaitesc at lgalaites@philanthropynw.org.

American Philanthropic Diversity: What It Means, Why It Matters
Philanthropy Roundtable, April, 2009 (PDF, 329 KB).

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Website: www.D5coalition.org

New Partnering with Native Communities
The Paul G. Allen Foundation reports on fifteen years of investing in key nonprofit organizations that work in Tribal communities throughout the Pacific Northwest, November, 2012.

New From Transactional to Transformational
The Cherokee Preservation Foundation offers new interactive report about place-based grantmaking strategies that work. September, 2012.

Growing Economies in Indian Country: Taking Stock Of Progress and Partnerships
A summary of challenges, recommendations and promising efforts.  Published by the Board of Governors of the Federal Reserve System, April, 2012. (PDF, 1.3 MB).

Sustainable Rural Communities
Report examines barriers to rural community development and proposed solutions. Published by the Denali Commission in coordination with Federal Partners. August, 2010. (PDF, 3.9 MB)

 Why Rural Matters 2009: State and Regional Challenges and Opportunities
Report from The Rural School and Community Trust looks at the context and conditions of rural education in each of the fifty states., January, 2010.

2009 Philanthropy and Rural America Conference: Outcomes and Recommendations
Council on Foundations, August, 2009.

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Websites:
Rural Philanthropy Network
Big Sky Institute for the Advancement of Nonprofits
Potlatch Fund
Native Americans in Philanthropy
National Rural Funders Collaborative

Foundation Center web portal for Global Philanthropy Forum's annual conference provides statistical data and knowledge resources that correspond to conference themes: Food Security, Global Health, Access to Water, and Climate Change. 

Foundation Center Series on Global Issues
Climate Change
Post Conflict Countries
Poverty
Education
Haiti and Earthquake Relief and Recovery

International Grantmaking, Funding with a Global View
Grantcraft's guide to benefits and challenges of international giving.

Stanford Innovations Conversations
International Development Educational Podcasts

Websites
Global Washington
Global Philanthropy, Council on Foundations website
Grantmakers without Borders
WINGS, Worldwide Initiatives for Grantmaker Support
United States International Grantmaking
Global Philanthropy Forum

Report to Congress on Supporting Organizations and Donor Advised Funds, Department of Treasury, December, 2011

The State of Health and Human Services in King County, United Way of King County, December, 2011.

Transactions, Transformations, Translations, Metrics that Matter for Building, Scaling and Funding Social Movements, University of Southern California Program for Environmental and Regional Equity, October, 2011.

The Elusive Craft of Evaluating Advocacy, Steven Teles and Mark Schmitt at The Hewlett Foundation, May, 2011

Impact of the Obama Administration's Proposed Tax Policy Changes on Itemized Charitable Giving, from The Center on Philanthropy at Indiana University, October, 2011. (PDF, 2.3 MB)

Supreme Court Campaign-Finance Ruling Could Aid Nonprofit Advocacy, But Adds New Concerns The Chronicle of Philanthropy, January 22, 2010.

House Jobs Bill Provides $200 million to Americorp, House of Representatives passed a $154-billion jobs bill with $200-million in new money for AmeriCorps.  Senate is not expected to consider it until early 2010.  The Chronicle of Philanthropy, December 17, 2009.

Stoking the Nonprofit Advocacy Engine, survey of the current advocacy support network and ways to strengthen it. The Nonprofit Quarterly, December, 2008.

Struggling to Make Ends Meet, National poll about attitudes of households and communities experiencing poverty and expectations of elected officials. Includes state data for Idaho, Montana, Oregon, and Washington. Northwest Area Foundation, September, 2009. 

Foundations for Education Excellence, an online resource to help foundations leverage federal education funds. Foundation Center, 2009.

 Strategies to End Poverty
A project of The Seattle Foundation, made possible by a five-year, $2.5 million commitment from the Northwest Area Foundation, will work to advance public policies to increase economic security and decrease poverty levels in Washington, Oregon, Idaho, Montana, North Dakota, South Dakota, Minnesota and Iowa.

[More resources...]

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Statewide Nonprofit Resource Directory, a searchable online directory of resources, tools, best practices and specialists for nonprofits and foundations. From 501 Commons.  

A Consumer's Guide to Grants Management Software, an updated report that compares twenty grant management systems. From Grant Managers Network, Technology Afffinity Group, written by Idealware, October, 2011 (PDF, 1 MB).

Streamlining Online Grant Applications: A Review of Vendors
Commissioned by Project Streamline and the Grants Managers Networks, from Idealware.

Civil Society, Philanthropy, and the Fate of the Commons: The Chronicle of Philanthropy.
Bruce R. Siever, discusses conundrum of achieving market-like results in philanthropy.
University Press of New England, 2010.

The Principles Workbook, Steering Your Board Toward Good Governance and Ethical Practice
The Board Source, 2009.

Fundraising Management
Advanced Fundraising Management
Nonprofit Management
University of Washington professional certificate programs.

Project Streamline Website
Improving Grant Application and Reporting

Glossary of Philanthropic Terms
Council on Foundations

A Bibliography: About Giving
Council on Foundations

Conflicts of Interest, Safeguarding Your Foundation
Council of Foundations