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Latest Releases from the Field- May 2017

Wednesday, May 24, 2017

Check out the latest releases from around the nonprofit sector featuring items from Fidelity Charitable, Foundation Center, Johnson Center at Grand Valley State University and Knight Foundation.

2015 Tracking Report: Lesbian, Gay, Bisexual, Transgender And Queer Grantmaking By U.S. Foundations
Funders for LGBTQ Issues

The 2015 Tracking Report (2017) explores the scope and character of foundation funding for LGBTQ issues in the calendar year 2015 and is the most comprehensive assessment of LGBTQ funding available. In 2015, funding for LGBTQ issues reached a record high of $160.7 million. The report notes significant increases in funding for trans communities, grantmaking to address criminalization and criminal justice reform, and support for LGBTQ communities in the U.S. South. The report finds the overall field of LGBTQ philanthropy widening slightly to include a larger number of funders. However, growth slowed to less than 5 percent — as opposed to nearly 20 percent growth noted in the 2014 Tracking Report — on account of several core funders decreasing the depth of their support for LGBTQ issues.

The Foundation Review: New Issue on Exit Strategies
Johnson Center at Grand Valley State University

Since 2010, there has been a significant shift toward creating foundations that have a defined endpoint. Ending a foundation creates a specific set of challenges. For perpetual foundations, there are some similar challenges in ending a time-limited strategic initiative. In the latest issue of, authors explore what they have learned about exiting with grace and expand what we know about how to achieve lasting impact.
Foundation Center

An online knowledge hub designed to track, inform and inspire ocean conservation philanthropy. This resource aims to centralize and provide access to critical information needed by ocean funders and conservationists grappling with an increasingly complex landscape while working to improve the condition of the ocean, its inhabitants and the livelihoods that depend on it.

Diversifying Investments: A Study of Ownership Diversity in the Asset Management Industry
Knight Foundation

Research across a multitude of fields and industries has identified the potential economic and social benefits of diversity. This report captures insights from a new study about the state of diversity in the U.S. asset management industry led by Professor Josh Lerner (Harvard Business School) and Bella Research Group. Whereas numerous studies have documented the lack of diversity among asset managers and asset management firm employees, this study contributes a new perspective by analyzing the diversity of ownership of asset management firms.

Tax Policy and Charitable Giving
Independent Sector

The White House recently unveiled a preliminary outline of their tax reform plan, which closely mirrors the 2014 Tax Reform Act by then-House Ways and Means Committee Chairman Dave Camp (R-MI). This new study from Independent Sector uses the Camp proposal in addition to data from the University of Michigan’s Panel Study of Income Dynamics, the Philanthropy Panel Study created by the Lilly Family School of Philanthropy and the 2009 IRS Statistics of Income Public Use File to answer key questions on the potential effects on charitable giving and on tax revenue collected by the U.S. Treasury. 

Women and Giving: The Impact of Generation and Gender on Philanthropy
Fidelity Charitable

This new study details the results of a survey of 3,200 donors who answered substantive questions regarding their outlook on and engagement with giving. The results compare giving between generations of women — specifically, between Millennials and Baby Boomers — and how women overall compare with men. This report also takes a more detailed look at the various ways women approach giving, from the advice they seek to the confidence they feel about the decisions involved—including researching charities and determining how much to give. 

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