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June 2011: Family Philanthropy Blog

Posted By Adam Donaldson, Tuesday, June 14, 2011
Updated: Thursday, July 7, 2011

ABAG’s monthly digest of news, information, and resources for family funders and the next generation. Contact Adam Donaldson,, for additional resources tailored to our families.

Local News and Resources


  • Video recording of the May 15 local edition of TED, which invited leading thinkers and doers in the Baltimore area to challenge and inspire us (includes some adult language and themes).

National News and Resources

Upcoming July Programs

Maryland's Foreign-Born Workers and their Families
July 6, learn more with ABAG about Maryland's rising immigrant population.

A Conversation with Vu Dang, Chief Service Officer
July 20, hear from Baltimore City’s leader of volunteer and service activities.

Summer Book Club: The Help
July 26, read a best-selling novel in the context of racial equity and philanthropy.

Tags:  Family Philanthropy Blog  grantmaking resources  June2011MembersMemo  publications  resources 

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June 2011: Recent Reports from the Field

Posted By Elisabeth Hyleck, Wednesday, June 8, 2011
Updated: Wednesday, July 6, 2011
Grant Makers Should Rethink Their Agenda to Meet Society's Needs - By Pablo Eisenberg for the Chronicle of Philanthropy (sign-in required)

How a Business Can Change the World A special report on the innovative business models social entrepreneurs are inventing. By Inc. staff, from Inc. magazine

Interview - Jodi Nelson, Director of the Impact Planning and Improvement, Bill & Melinda Gates Foundation from Alliance Magazine

Investing in Impact: Combining Social and Financial Returns from Philantopic

Measurement as Learning: What Nonprofit CEOs, Board Members, and Philanthropists Need to Know to Keep Improving by Jeri Eckhart-Queenan and Matt Forti for the Bridgepan Group

There's No Penalty for Having Reserves By Rick Moyers for the Chronicle of Philanthropy

An Interview with Tom Tierney, Chairman/Co-Founder, Bridgespan Group: Philanthropy That Gets Results from Philanthropy News Digest

What Foundation CEO's Think About Evaluation By Caroline Preston for the Chronicle of Philanthropy

15 Tips for Effective Communications Planning by Kris Putnam-Walkerly for Philanthropy411, Putnam Community Investment Consulting

A Place at the Table for Nonfamily Trustees? by Joseph Foot. Family Giving News, a publication of the National Center for Family Philanthropy

Board Insurance: Do You Really Need It? By Susan Bradshaw for Blue Avacado

Common Tax Reporting Errors Made by Private Foundations on their 990-PFs from Foundation Source

Endowments Poised to Build on Recovery, Chronicle Study Finds By Ben Gose and Marisa López-Rivera for the Chronicle of Philanthropy

How to Create a Nonprofit Style Guide: 7 Steps to Greater Consistency and Impact by Nancy E. Schwartz from Getting Attention

Leaving the Silos Behind: The Need for True Collaboration Among Funders By Carol Thompson Cole for Re: Philanthropy

MacArthur's President Discusses His First Two Years on the Job By Caroline Preston for the Chronicle of Philanthropy

An MBA Project Teaches Fund Raisers the Rigors of Awarding a Grant By Eric Frazier for the Chronicle of Philanthropy

Nonprofits and the Work Made For Hire Doctrine by Ellis Carter for CharityLawyer

Corporate Roundtable on Shared Value by Mark Kramer and John Kania for the Stanford Social Innovation Review

Three Attributes That Are Vital for Effective Philanthropy by Jim Canales for the Center for Effective Philanthropy

Does Global Corporate Philanthropy Reach the People Who Need Help? By Justin W. van Fleet of the Brookings Institution

Tags:  grantmaking resources  June2011MembersMemo  publications  recent reports from the field  research  resources 

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May 2011: Recent Reports from the Field

Posted By Elisabeth Hyleck, Wednesday, May 11, 2011
Updated: Wednesday, July 6, 2011

Beyond Grantmaking - Using Institutional Voice to Speak Out on Issues (Robert R. McCormick Foundation)

This three-page Policy Perspectives discusses whether it is a plus or a minus for a funder to speak out in his or her institutional voice.

Foundation Funding for Native American Issues and Peoples (Native Americans in Philanthropy & Foundation Center)

This report supports and expands on the research conducted in 2004, Large Foundations’ Grantmaking to Native America. While we acknowledge this is only a cursory look at investments by the philanthropic sector to Native America, the data highlights a lack of resources and investments into the Native community.

Key Facts on Community Foundations (Foundation Center)

Key Facts on Corporate Foundations (Foundation Center)

Key Facts on Social Justice Grantmaking (Foundation Center)

These three reports provide data on giving trends over time, giving patterns, forecasts for future giving, and top grantmakers.

Taxing the Tax-Exempt Sector - A Growing Danger for Nonprofit Organizations (The Johns Hopkins Nonprofit Listening Post Project)

This report sheds new light on an issue that is threatening the health of this critical set of organizations: that severe fiscal pressure and budget deficits facing numerous states and localities will lead to targeting

nonprofit organizations as potential sources of needed revenue.

The Voice of Nonprofit Talent: Perceptions of Diversity in the Workplace (Commongood Careers & Level Playing Field Institute)

The Voice of Nonprofit Talent: Perceptions of Diversity in the Workplace report focuses on one of the most significant challenges faced by the nonprofit sector— building and sustaining diverse organizations. The nonprofit sector’s collective ability to attract, retain, and advance people of color determines the quality of talent and directly impacts our ability to meet our respective missions.

2010 Grantee Perception Report Summary (The James Irvine Foundation)

The Grantee Perception Report is an important tool for the Irvine Foundation to assess their foundation-wide performance based on comparative, anonymous feedback from their grantees.

Amplifying Social Impact in a Connected Age: A Survey of Technology-Related Grantmaking (ZeroDivide)

ZeroDivide interviewed 41 funders and 13 nonprofit technology service providers to learn more about funders’ interests in technology-related grantmaking for social benefit, identify the key barriers to increased philanthropic investment, and surface suggestions that could help the sector in surmounting these barriers.

Foundation Growth and Giving Estimates (Foundation Center)
Foundation Growth and Giving Estimates is part of the annual Foundations Today Series of reports on foundation growth and trends in foundation giving. It provides a "first look” at 2010 giving and directions for 2011 and 2012 giving, together with aggregated actual 2009 giving and asset figures for more than 76,000 grantmaking U.S. foundations.

From Grantmaker to Federal Grantee: Risks and Rewards (GEO)

This guide draws on GEO’s interviews to offer guidance to other grantmakers that may be thinking about participating in future rounds of the Social Innovation Fund as well as any grantmaker that is currently working with the federal government or considering doing so in the future.

Give Smart (Bridgespan)

Give Smartby The Bridgespan Group is a website that houses the best resources available from across sectors—nonprofit, for-profit, government, and academic—to educate and inspire philanthropists through provocative questions, case studies, and tools to help philanthropists make tough decisions.

How Automatic Revocations Could Affect You (GuideStar)

As the IRS prepares to publish the first list of nonprofits whose tax-exempt status has been revoked for failure to file an annual return, this report answers the question: "How will the revocations affect me?" for nonprofits, funders, and donors.

Towards Transformative Change in Health Care: High Impact Strategies for Philanthropy (National Committee for Responsive Philanthropy)

Towards Transformative Change in Health Care offers two high impact strategies for grantmakers to more effectively achieve their missions and help address disparate health outcomes resulting from unequal opportunities.

Tags:  grantmaking resources  May2011MembersMemo  publications  recent reports from the field  research 

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