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New Releases Roundup: August 2019

Monday, September 2, 2019

Latest Releases From the FieldCheck out the latest releases from around the nonprofit sector featuring items from Asset Funders Network, B Lab, Candid, CF Insights, Confluence Philanthropy, Fidelity CharitableGrantmakers Concerned with Immigrants and Refugees, Hispanics in Philanthropy, Lilly Family School of Philanthropy, PEAK Grantmaking, and Technology Affinity Group.

Our Members

2018 Columbus Survey
Candid & CF Insight
Based on a survey of more than 250 community foundations that collectively hold more than 90 percent of the field's assets, the 2018 Columbus Survey report found that total community foundation assets increased 0.12 percent on a year-over-year basis, to $86.8 billion. A significant number of U.S. community foundations saw their asset growth stall in fiscal year 2018, following a 19 percent jump in total community foundation assets in 2017. The survey also found that for community foundations in every asset-size cohort, except those with less than $25 million, the median budget-to-asset ratio was slightly higher than in FY17 — "an effect," according to CF Insights director David Rosado, "of slowed asset growth, coupled with increasing budgets that reflect many in the field increasing their focus on community foundation-led initiatives and leadership efforts."

Protecting Families and Advancing Belonging: How Philanthropy Can Answer Threats to the Well-Being of Immigrants
Grantmakers Concerned with Immigrants and Refugees
This brief and funding recommendations considers the implications of the 'public charge' rule and how philanthropy can mount an effective immediate and long-term response. "No one should have to choose between their family’s health and safety and their future. Yet the Trump administration is advancing a set of regulatory and other administrative changes that would force immigrant residents to choose between using public programs to meet fundamental needs, like food and health care, and their ability to continue their lives in the United States."

The First Stitch: Promoting Women’s Rights in Mexico’s Apparel Industry
Hispanics in Philanthropy & B Lab
This report highlights both the circumstances that women face in the apparel industry and the broader economic environment in which apparel companies operate, which significantly affects how these companies treat their employees. It aims to provide philanthropies that focus on women’s well-being – especially those interested in guaranteeing equitable access to safe and fair work for women – with an innovative example of how they can direct their efforts: supporting projects that directly engage the private sector in examining the causes of injustice and human rights abuses and ultimately ameliorating them.

Net Grant Calculator
PEAK Grantmaking
PEAK has developed this free, open-source tool in partnership with New America and the Mulligan Fund. It can be used to calculate the time and resources grantmakers invest in making grants, and to understand the time and resources that their applicants expend in seeking grants. The Calculator can help funders identify potential inefficiencies and focus on what matters most.

Cybersecurity Essentials for Philanthropy Series
Technology Affinity Group
Technology Affinity Group has released two new resources as a part of its Cybersecurity Essentials for Philanthropy series - Checklist: Conducting a Risk Assessment and White Paper: Building a 360° Security. These publications offer best practices and suggestions based on the collective on-the-ground knowledge and experience of philanthropic organizations across North America.

The Field

2019 Financial Coaching Census
Asset Funders Network
The 2019 Financial Coaching Census provides an opportunity to look back on the growth and evolution of the field of financial coaching as it moves from a field in its relative infancy to one that is increasingly recognized as a staple financial service alongside financial counseling and planning. Increased clarity into the size, scope, and character of the field of financial coaching has been gained over the three waves of the Coaching Census. Insights into the implementation and delivery models, as well as building consensus on how progress or success of coaching clients is measured, have been key insights gained through the Coaching Census.

Confluence's Racial Equity Initiative 
Confluence Philanthropy
The dynamic, rapidly-growing field of impact investing has a global market valued at $502 billion – but there is a glaring contradiction: only a small percentage of funds are managed by firms owned by women or people of color, and investment professionals in foundations and leading firms reflect little, if any, racial diversity. The report outlines the key takeaways, particularly for investors, and recommends ways investors can embrace racial equity in the investment process. In addition, it invites investors to join Confluence in its commitment to welcome, honor, and uphold the very premise of diversity – a core component of any well-balanced investment portfolio.

2019 Geography of Giving
Fidelity Charitable
Giving by donor-advised fund account holders in 2018 was shaped in part by their response to natural disasters, environmental concerns, and international crises, a report from Fidelity Charitable finds. Based on an analysis of giving by Fidelity Charitable account holders in thirty metropolitan areas, the report, 2019 Geography of Giving, ranked the top ten cities for giving in eight issue areas: arts and culture, education, environment and animal welfare, health, human services, international affairs, religion, and public society benefit. 

How Women And Men Approach Impact Investing
Lilly Family School of Philanthropy 
Charitable giving has remained constant at about 2 percent of GDP for more than 40 years. Yet, today’s problems are increasingly grave; to solve them, more philanthropy and philanthropists are needed. Research provides evidence-based data about donor behavior. A growing body of research points to women’s influence and power in philanthropy. The more we understand about what motivates donors to give and how they give, and the more we understand the factors that influence and affect giving, the better able the nonprofit sector will be to engage donors. As more research confirms that gender matters in philanthropy and donors and fundraisers turn that into action, perhaps that needle will move higher than 2 percent.