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Publication year: 2021
Publisher: Center for Effective Philanthropy
Description:
In a series of three reports released in late 2020, CEP found that foundations had made many changes to their practices during the preceding months, such as providing more unrestricted support and streamlining grantmaking and reporting processes. This new publication, informed by survey responses and interviews during 2021, examines whether these practices have continued and if they will persist into the future. The report finds that almost all responding foundation leaders stated that their organizations are continuing to work differently, with most maintaining streamlined processes and giving more unrestricted support. Responding foundations also shared that racial equity is currently a more explicit consideration in their work and has guided changes to grantmaking and reporting processes.

Category: Report, 
Publication year: 2021
Publisher: Grantmakers in Health, National Committee for Quality Assurance
Description:
This project, conducted jointly by Grantmakers In Health (GIH) and the National Committee for Quality Assurance (NCQA), with support from the Commonwealth Fund, includes development of a data framework to capture how race and ethnicity is collected across federal health programs. The first of two reports, Federal Action Is Needed to Improve Race and Ethnicity Data in Health Programs, identifies tangible actions to help improve the completeness, accuracy, and usability of race and ethnicity data. Disaggregated data is critical to better understanding health disparities and their causes.

Category: White Paper, 
Publication year: 2021
Publisher: Grantmakers for Effective Organizations
Description:
In this guide, GEO explores how considerations related to racial equity can apply to the full range of grantmakers’ capacity-building efforts - everything from financial management to human resources to leadership development. Sections of the report cover the role of culture, systems, and power in capacity building; principles for supporting capacity building through a racial equity lens; specific practices to guide capacity building efforts; and considerations for funders when working with capacity building consultants.

Category: Report, 
Publication year: 2021
Publisher: Knight Foundation, Global Economics Group
Description:
This report is an update on a similar study conducted in 2020 by the Knight Foundation and Global Economics Group. The 2021 study assesses the representation of investment firms owned by women or members of racial or ethnic minority groups in the United States (diverse-owned firms) among investment firms used by the country’s top 55 charitable foundations in terms of total asset size. The study found that $11.07 billion (16.6 percent of assets among the top 55 foundations) is invested with diverse-owned firms. All but three of the 30 participating foundations in the study invested some portion of their assets with diverse-owned firms. Nineteen invested more than 10 percent of their assets with such firms. Four foundations invested more than 30 percent of their assets with diverse-owned firms.

Category: Report, 
Publication year: 2021
Publisher: University of New Orleans, Greater New Orleans Funders Network, Greater New Orleans Foundation
Description:
The Greater New Orleans Foundation partnered with the University of New Orleans to conduct a study of the regional nonprofit sector in Southeast Louisiana, exploring demographics of the sector’s leadership and its adaptability to the COVID-19 pandemic. This study was a follow-up to a survey conducted in spring 2020, focused on the pandemic’s immediate impact. Nonprofits overall appeared to be in a better short-term financial position compared to 2020, but more than half decreased their budget and less than half (43 percent) have a reserve fund. Arts and culture nonprofits were seen to be particularly hard hit by the pandemic in terms of staff and budget cuts. The study also examines racial equity with respect to nonprofit staffing, board representation, and organizations' finances.

Category: Article, 
Publication year: 2021
Publisher: Philanthropic Initiative for Racial Equity
Description:
Published by Philanthropic Initiative for Racial Equity, this study is the most comprehensive assessment of racial equity and racial justice funding to date. The report provides a detailed analysis of philanthropic funding for racial equity and racial justice from 2015–2018 and a preliminary analysis for 2020. While the analysis found steady growth in funding for these areas, it also showed a wide disparity between the amount of funding and the needs of organizations in the field. Among its specific findings, the report finds that grants for racial equity and racial justice remain a small portion of overall funding, what growth that has occurred has happened steadily over the past five years, and there are often discrepancies between the stated commitments of foundations or corporations and the actual distribution of funds. The authors provide a set of five concrete recommendations for funders, starting with increased and sustained support for racial equity and racial justice.

Category: Report, 
Publication year: 2021
Publisher: IUPUI Lilly Family School of Philanthropy
Description:
Given the changing demographics of the U.S. population, it is important for philanthropic professionals to better understand the motivations and giving habits of donors of color. This report examines the ways that diverse populations participate in philanthropy, including their giving preferences, methods of giving, and that state of giving for racial and social justice causes. The study found that key motivating factors in giving by donors of color include faith, a belief in philanthropy as a self-help tool, feelings of reciprocity, and an interest in 'leveling the playing field' for future generations. In terms of mechanisms for giving, donors of color showed a preference for religious organizations, universities and educational institutions, civil rights and arts nonprofits, and identity-based financial institutions. Donors of color also demonstrated a tendency to give through small groups such as giving circles and often relied on personal connections to vet organizations.

Category: Report, 
Publication year: 2021
Publisher: Change Philanthropy
Description:
The Diversity Among Philanthropy Professionals (DAPP) Survey aims to help the philanthropic community better understand its workforce and leadership. This second DAPP report builds on findings from 2018 and is based on responses from 124 foundations and over 2,300 individuals from the field. The 2020 DAPP Survey found that people of color accounted for 45.3 percent of the staff and board at participating foundations, up from 37.8 percent in 2018. At the regional level, the South demonstrated the least diversity with less than 35 percent of staff and board members identifying as people of color. The report includes profiles of various identity groups within philanthropy and offers recommendations and suggested resources for foundations and philanthropic support organizations.

Category: Report, 
Publication year: 2021
Publisher: PolicyLink, The Bridgespan Group
Description:
In the wake of unprecedented commitments in 2020, PolicyLink partnered with the Bridgespan Group to analyze the state of philanthropic funding for racial equity - with a focus on high-level donors (both institutional funders and individual donors). The report was informed by interviews with more than 34 racial equity movement leaders, funders, and others across the equity ecosystem; analyses of Candid data for 2020 and 2018 (the most complete year data is available) to identify funding trends; and a review of literature to understand what is needed to achieve equitable structural change. The authors discuss what was learned about funders’ intention to contribute toward racial equity, explore what it will take to achieve enduring impact, and offer specific ways that funders can work to close the gap between intention and impact.

Category: Report, 
Publication year: 2021
Publisher: Nathan Cummings Foundation
Description:
This report from the Nathan Cummings Foundation examines the organization's experience with aligning the full body of its $450 million endowment with its mission. Based on the Foundation's success, this publication explores the potential for mission-aligned investing to enhance mission impact while continuing to meet financial goals. The report discusses key findings from the Foundation's experience with mission investing, including engaging an OCIO, developing measurement strategies, and investing in racial equity. Appendices include NCF's statement of values, its equity lens framework for investment advisors, and sample language for requesting diversity, equity, and inclusion data as part of a request for information from investment firms.

Category: Report, 

Southeastern Council of Foundations
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