Regional Associations

Resource
Released: 02/2014

If you’re interested in moving your organization toward more sensible and streamlined application and reporting practices, you’ve come to the right place! The pages that follow contain practical tools and resources that you can use to understand your current practice, make the case for streamlining, benchmark against colleague organizations, and identify opportunities to make meaningful change.

Find More By
Resource Type: Best PracticeToolkit



Resource
Released: 11/2014

The 2014 U.S. Trust Study of High Net Worth Philanthropy examines the giving patterns, priorities and attitudes of America’s wealthiest households for the year 2013. This latest research study is the fifth in this series of studies, and was once again written and researched by the Indiana University Lilly Family School of Philanthropy in partnership with U.S. Trust.

Find More By
Resource Type: ReportResearch



Resource
Released: 12/2014

New Rules on Costs, Reimbursement of Nonprofits Finalized. Governments at all levels – local, state, and federal – that hire nonprofits to deliver services are now required to reimburse nonprofits for the reasonable indirect costs (sometimes called “overhead” or “administrative” costs) they incur on behalf of governments when federal dollars are part of the funding stream.

Find More By
Resource Type: Fact Sheet



Resource
Released: 01/2007

The issue of payout percentage has been subject to debate, with various studies taking different positions as to the long-term effect of different rates on the corpus, but the general assumption in foundation circles is still that the 5% payout rate is the number that will enable foundations to maintain their purchasing power into the future. This paper looks at 13 foundations, and examines the ways in which their non-standard structures — whether in the areas of lifespan, payout, or methods — arise from their missions.

Find More By
Resource Type: Report



Resource
Released: 08/2013

Giving days are increasing in popularity across the country, and community foundations, as facilitators of philanthropic activity in their communities, are leading the charge. They do so because running giving days inspires the local community to support philanthropic causes, engages new donors, and empowers local nonprofits to fundraise online and use social media more effectively, among other worthy reasons.

Find More By



Resource
Released: 01/2008

How do you figure out how much to give? Whether you wrestle with this question yourself or are helping other givers, the Bolder Giving Workbook offers unique perspectives and step-by-step guidance. Enjoy articles, exercises, and stories from amazing givers.

Find More By
Resource Type: Best PracticeTools



Resource
Released: 06/2015

An hour-long, live video discussion about this year’s report on American charitable giving with philanthropic experts from around the country. The report’s findings are discussed, along with bigger trends in fundraising.

Find More By
Resource Type: Video



Resource
Released: 01/2015

A 2015 survey explores how Fidelity Charitable® donors plan their philanthropy. This survey report examines donors’ time invested in philanthropy, yearly giving objectives, and long-term philanthropic planning. It also uncovers how age, life stage, gift size, and gender impact these approaches.

Find More By
Resource Type: Research



Resource
Released: 01/2015

The motivation behind the Money for Good ($FG) research series is to seek the "voice of the donor" in charitable giving. $FG reveals the motivations behind donors’ giving as they are, not as charitable organizations and funders wish they were.

Find More By
Resource Type: Report



Resource
Released: 05/2015

Foundation Source’s 2015 Annual Report on Private Foundations provides a first look into the 2014 investment and grantmaking performance of private foundations with less than $50 million in assets.

Find More By
Resource Type: Research



Pages