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Private Foundation Excise Tax Overpayment Data

Publication date: 
12/2019

This document, created by The Ross Foundation and Philanthropy West Virginia, is a data tool to assess the historic level of overpayment of the excise tax at 2%. The data goes back to the early 2010s. The document shares the high points of the dollar levels nationally and then for a few sample states. Please note this does NOT include the projected legal, accounting, and investment fees lost by foundations in trying to calculate the spend to make the 1% fee tier. 

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Hurricane Dorian Relief Resources

Publication date: 
09/2019

The Forum has compiled a list of resources for relief efforts for Hurricane Dorian to support those who have been impacted. Please be sure to share the resources with your members to support the communities during these trying times.

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2018 Columbus Survey

Publication date: 
08/2019

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.

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Census Federal Policy Update: July 2019

Publication date: 
07/2019

FCI Consultant and census expert Terri Ann Lowenthal has prepared a memo, Census Federal Policy Update: July 2019, which covers the latest on federal appropriations for the Census Bureau and open Federal Register Notices on the Post Enumeration Survey and the Final LUCA Appeals Process

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Women Give 2019: Gender and Giving Across Communities of Color

Publication date: 
03/2019

Women Give 2019 is the first study to explore the intersection of race, giving and gender. The report finds that generosity is a value shared by all communities, and that women across race and ethnicity are leading through philanthropy. As communities of color grow in wealth and influence, the study demonstrates the unique perspectives women of color bring to philanthropy and underscores the importance of understanding and engaging donors from diverse backgrounds.

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