Research, Data, Reports

March, 2024
Welcome to the Members-only resource page for the SWMO Funder Network! We will continue to add resources to this page, so please check back often.
On February 8, 2024, grantmakers with an interest in equity and/or aging gathered to explore the intersection of those topics. This page conveys related program materials, including pre-reading, presentation recordings, and other resources. Resources are still being added. Click to Access: Agenda (also .pdf below) , Speaker Profiles , Program Recording , & Program Photos (pending) Pre-Reading Pre-Reading Report -- Aging Strong for All: Examining Aging Equity in the City of Boston (.pdf below) Pre-Reading Article -- "With Age, Blacks Fall Into Poverty as Their Health Worsens" (American...
Event materials from the Show-Me Philanthropy: Bridging Divdes Statewide Conference held on January 25-26, 2024. View the Conference Program and Conference Program Addendum (attached as .pdf below). Learn more about our Conference speakers here . View photos from the Conference, taken by Tyler Small Photography, here . Session Resources - Thursday Public Policy & Advocacy Funder Network - contact Michelle for materials Corporate Funder Network Slides (.pdf is also included below) Family Foundation & Donor-Advised Fund Network Slides (.pdf included below) Social Determinants of Health...
Vanderbilt University Cultural Context of Health & Wellbeing Initiative, supported by the Robert Wood Johnson Foundation, released a new report that focuses on three key areas in which insights and examples from abroad can improve USA health policy around childhood obesity. The report's goal is to create a mutual understanding that: food is more than nutrition, health is more than weight, and diet is more than individual choice. The report presents the most effective and sustainable efforts to improve child nutrition while taking into account cultural contexts and colonial legacies in...
October, 2022
The Building Movement Project's report identifies trends seen and experienced among nonprofit Executive Directors and Chief Executives of color, particularly when following an outgoing white leader. This report offers insight and advice to boards about how to help avoid these pitfalls, both leading up to a transition and after a new leader is hired.
This report assesses the philanthropic landscape, levels of giving over the past five years, and donor behavior to provide insights, context, and benchmarks. The report contains analytics and observations on the charitable gift annuity (CGA) and charitable remainder trust (CRT) activity during the calendar year 2021 for 101 nonprofit organizations and the BNY Mellon Charitable Gift Fund.
This report features essential philanthropic research from all major sources in the industry by assessing key areas that nonprofit leaders and fundraisers may want to monitor as part of planning and strategy. Insight is offered on gift planning, high net worth giving, and emerging digital fundraising trends that are becoming more prominent in the philanthropic ecosystem.
This report highlights the giving practices of high net worth (HNW) donors of color. Until recently, Black, Indigenous, and people of color (BIPOC) with HNW and ultra-high net worth (UHNW) have been an apparitional presence across philanthropic and nonprofit sectors. Yet, emerging research shows that there are at least 1.3 million HNW households of color in the United States with net liquid assets of one million dollars or more. The report research demonstrates that HNW donors of color have great potential to move millions of dollars and inspire other hidden figures in philanthropy.
August, 2022
This report assesses the philanthropic landscape, levels of giving over the past five years, and donor behavior to provide insights, context, and benchmarks. The report contains analytics and observations on the charitable gift annuity (CGA) and charitable remainder trust (CRT) activity during the calendar year 2021 for 101 nonprofit organizations and the BNY Mellon Charitable Gift Fund.
Rockefeller Philanthropy Advisors, with support from The University of Chicago, published its second biennial report, which is the only global survey of philanthropy that includes views not only on reasons for giving, but on causes, geographic flows of funding, giving timeframes, decision making, and next-generation involvement. The study included responses from 150 philanthropies from 30 countries. The report expands on RPA’s previous research in 2019 and 2020 to understand the factors that affect a philanthropy’s consideration in choosing the length of time for which it will remain active.

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