Resources

Reports

You might find some of these reports useful. Some reports are held as PDF documents within the site and others link to other sites.

The change we seek: Reflections on a recent trip to India.
Expert opinion
Change. Impact. Transformation. Progress. No matter what you call it, we philanthropists are obsessed with it. Some use harder metrics than others, but ‘change’, it seems, is the way we...
CAF Charity Resilience Index
Report
CAF
About the Index The Charity Resilience Index focuses on three key dimensions: charity income, demand for services, and operational costs. Charities were asked to rate their confidence on the following...
Advising Philanthropists: Principles and Practice
Book
By:
Beth Breeze and Emma Beeston
HOLDING FOUNDATIONS IN SWITZERLAND - The Foundation-owned company model from theory to practice
Book
By:
Delphine Bottge
This book presents the results of the author's analysis on more than one hundred Swiss foundations, which hold companies, and highlights the diversity of structures and incentives, presenting case studies of prominent foundations (Victorinox and Carl und Elise Elsener-Gut, Hans Wilsdorf (Rolex), 1890 (Servette), Baur, EspeRare, etc.).
Impact Investing for the Next Generation: Insights from Young Members of Investor and Business Families
Report
Initiative for Responsible Investment (IRI) at Harvard Kennedy School and the Center for Sustainable Finance and Private Wealth
Foreword Since 2015, the Initiative for Responsible Investment (IRI) at Harvard Kennedy School has collaborated with the World Economic Forum in the Family Business Community and impact-investing domains on a...
THE PHILANTHROPIC CAPITAL STUDY
Report
Advisory Hub - European Investment Bank
Philanthropic organisations are uniquely positioned to provide resources to address societal challenges. To this end, this report aims to improve the understanding of how philanthropic capital operates and how InvestEU...
Sustainable Investing in Practice: ESG Challenges and Opportunities
Book
By:
Simon Smiles and James Purcell
The compelling promise of progressing profits, purpose and the planet is what drives sustainable investing. Yet the field is also packed with challenges and pitfalls for the finance industry.
The Philanthropy Environment in Europe
Report
Indiana University Lilly Family School of Philanthropy and Philea
This joint Indiana University Lilly Family School of Philanthropy and Philea briefing provides information on the philanthropic landscape in Europe, putting the findings of the 2022 Global Philanthropy Environment Index...
Maintaining and Enhancing Social Purpose Through Philanthropic and ESG/Impact Investing During High Inflation and Stressful Economic Times
Expert opinion
At Maverick Collective by PSI, I have the privilege of working with a community of women philanthropists who are not only funding cutting-edge innovation but are engaging in a hands-on...
Ten Years of Investing for Impact - report
Report
Big Society Capital
Original article published on the Big Society Capital website on 05 July 2022 Ten years since Big Society Capital was established gives us a moment to reflect on our journey...

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