Resources

Financial Planners as Catalysts for Social Investment (2012)
Report
Nesta
This report is focused on understanding how social investment opportunities may be considered by the segment of the UK wealth management sector that provides regulated investment advice to retail clients...
The UK Social Investment Market: The Current Landscape and a Framework for Investor Decision Making (2012)
Report
Cambridge Associates
While the UK market is often considered a leader in the social investment space, UK institutional investors often struggle to define the context in which to evaluate and move forward...
Next Gen Donors: Respecting Legacy, Revolutionizing Philanthropy (2013)
Report
21/64 and the Johnson Center for Philanthropy
A relatively small group of Generation Xers and Millennials will inherit over $40 trillion in wealth, much of that designated for philanthropy. In this first-of-its-kind research, the Johnson Center and...
UnderDeveloped: A National Study of Challenges Facing Nonprofit Fundraising (2013)
Report
CompassPoint Nonprofit Services and the Evelyn and Walter Haas, Jr. Fund,
This study reveals that many nonprofits are stuck in a vicious cycle that threatens their ability to raise the resources they need to succeed. A joint project of CompassPoint and...
Donor Relations and Stewardship Defined (2010)
Report
Association of Donor Relations Professionals
Donor stewardship is the comprehensive effort of any nonprofit that seeks philanthropic support to ensure that donors experience high-quality interactions with the organisation that foster long-term engagement and investment. This...
The European Foundation: A New Legal Approach (2006)
Book
By:
Hopt, Klaus, J; Rainer Walz, Thomas von Hippel and Volker Then. Editors
Excellent viewpoints.
The Business of Giving: The Theory and Practice of Philanthropy, Grant Making and Social Investment (2012)
Book
By:
Peter Grant
Essential reading for developing a deeper understanding of the theory and practice of Philanthropy and its evolution.
Doing Good Well: What Does (and Does Not) Make Sense in the Non-Profit World (2008)
Book
By:
Cheng, Willie and William D Green
Well worth reading.
The World That Changes the World: How Philanthropy, Innovation and Entrepreneurship are Transforming the Social Ecosystem (2010)
Book
By:
Cheng, Willie and Sharifah Mohamed
An Asian viewpoint on philanthropy and innovation.
Innovation in Strategic Philanthropy: Local and Global Perspectives. Nonprofit and Civil Society Studies.(2011)
Book
By:
Anheier, Helmut K and David Winder
Helpful, practical advice when developing philanthropic strategies

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