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.

Report
CFA Institute
"Too few financial advisers take the initiative when it comes to engaging clients on the question of philanthropy. Yet, having a meaningful conversation about charitable giving is an effective way...
Report
Rockefeller Philanthropy Advisors
This brief guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors —individuals, couples, families or groups. It offers an overview of...
Report
National Committee for Responsive Philanthropy
In this report, NCRP contends that strategic philanthropy is limited by its top-down, technocratic approach and recommends the use of approaches familiar to social justice philanthropy to address these limitations...
Report
Monitor Group LLP
The combination of the new ecology and the responses to it suggests that philanthropy has entered a fascinating and perplexing moment of transition. The old norms and practices don't fee...
Report
Monitor Group LLP
This report shows how long-term trends are combining to create a new reality for every gift and giver. One result is that anyone who wants to give has more choices...
Report
Bellagio Initiative
This report makes a number of key recommendations to philanthropic and development organisations. They are: Build new development theories, through work with people on the ground, that have global-ownership and...
Report
Scorpio Partnership
The conclusion of research by Scorpio Partnership, the wealth management consultancy, into the views of Europe's wealthiest donors is that wealthy individuals and families may have a plethora of advisors...
Report
EVPA
This paper investigates the venture philanthropy strategies of foundations. We identified six strategies of foundations engaging in venture philanthropy and explain them through case studies of four foundations based in...
Report
New Philanthropy Capital
NPC's report explores how to stimulate the provision and take up of philanthropy advice. Firstly, the report provides an analysis of the state of philanthropy advice in the UK. Secondly,...
Report
New Philanthropy Capital
In this paper, written specifically for funders, New Philanthropy Capital seeks to offer a starting point for discussion about how and when SROI is best used. It complements an earlier...

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