Publications

As part of our mission to help donors execute thoughtful and effective philanthropy, Rockefeller Philanthropy Advisors creates publications on key trends and new ideas in philanthropy. Below, you’ll find links to several recent publications produced by Rockefeller Philanthropy Advisors. If you are interested in receiving hard copies of any of the titles below, please email us at info@rockpa.org.

 

The Philanthropy Roadmap Series


Your Philanthropy Roadmap

Rockefeller Philanthropy Advisors' Your Philanthropy Roadmap is the first in a series of guides to engage and educate donors - notably new and emerging donors - in planning, implementing  and sustaining effective philanthropy programs. Part of our Philanthropy Roadmap resources to support effective giving by donors worldwide, this guide sets up the framework for the topics in the series, as well as introduces the approach RPA has been using successfully for some time to guide donors along their philanthropic journey. [Read More]

Latest Guides in the Series

The Rockefellers: A Legacy of Giving

This guide reflects on the ideas, values, rituals and legacy of the Rockefeller family's seven generations of giving. [Read More]

Diversity, Inclusion and Effective Philanthropy

This guide provides a fresh perspective on how social diversity and inclusiveness can be used as practical considerations to achieve more impactful results in philanthropic giving. [Read More]

Women and Giving

Women and Giving addresses specific considerations for women donors as they approach their philanthropy. [Read More]

Investing in Leadership

Investing in Leadership focuses on the importance of looking at an organization's leadership as part of the grantmaking process, and offers questions to pose to organizations before giving. [Read More]

Making Change Happen

Making Change Happen offers guidance on creating an outcome-based giving strategy and monitoring its progress along the way. [Read More]

Giving in Challenging Times

Times of economic hardship can provide unique challenges and opportunities for philanthropy. This guide looks at important considerations donors should face when giving during challenging times. [Read More]

Setting a Time Horizon

Setting a Time Horizon discusses some of the main ways to evaluate and decide on the lifespan of a giving program, from spending down a foundation to endowing in perpetuity.  [Read More]

Finding Your Focus in Philanthropy

Finding Your Focus in Philanthropy offers guidance in framing and narrowing issue areas, allowing givers to explore and express motivations and issue areas.  [Read More]

Talking to Your Family About Philanthropy

Talking to Your Family About Philanthropy reviews why you might consider talking with family members about philanthropy and when it might be appropriate. It also looks at how to prepare for such a dialogue and what topics might be covered. [Read More]

Giving as a Couple

This guide sets out key considerations for donors who give as a couple, and poses questions to help donors examine how they might approach this particular form of partnership. [Read More]

Assessing Impact

Assessing Impact offers an overview of the very complicated topic of evaluation in philanthropy. It looks at why assessment is important and offers guidance on the development of an appropriate and effective assessment strategy. [Read More]

The Giving Commitment: Knowing Your Motivation

Knowing Your Motivation explores the ways through which donors can identify what motivates their philanthropy, and offers suggestions on creating or refining a meaningful giving strategy. [Read More]

   

Guides to Giving Well

First Steps in the Philanthropic Journey: A Design for Giving

What Is My Giving Style? Two Considerations: Visibility & Impact

Annual Reports
Creating Impact in a Changing World
RPA Giving Report


Aligning Aspirations with Results
2005-2006 Giving Report


Orders of Magnitude
2002-2004 Giving Report


Monographs


Solutions for Impact Investors: From Strategy to Implementation

Supplementary Material

 


Philanthropy's New Passing Gear: Mission-Related Investing. A Policy and Implementation Guide for Foundation Trustees


The Fine Art of Tangible Assets: Transforming Collections into Philanthropic Opportunities


An Entrepreneurial Spirit: Three Centuries of Rockefeller Family Philanthropy


Finding Philanthropy's New Sweet Spot: Powerful and Innovative Ideas for Grantmakers, Investors, and Nonprofits

Reports

Strategic Philanthropy: Guide to Evaluation
Supporting Vulnerable Children and Families: Innovative Approaches for Individual Philanthropists and Small Family Foundations

Unlocking the Power of the Proxy: How Active Foundation Proxy Voting Can Protect Endowments and Boost Philanthropic Mission

Diversity in Action: Strategies with Impact
2009 Proxy Season Preview
MRI in an Age of Scarcity
Diversity & Inclusion: Lessons from the Field
Philanthropy in a Changing Society - Full Report
Philanthropy in a Changing Society - Report Summary

The Abby Rockefeller Mauzé Charitable Trust: 30 Years of Steadfast Commitment to Philanthropy

 

 

Linkages Archives

View past issues of the Linkages newsletter here.

Philanthropists Set Spending Deadlines

The Wall Street Journal
May 21, 2009
By Shelly Banjo

A growing number of philanthropists are adopting spending deadlines and sunset provisions to ensure urgent global needs are addressed in a timely way.

By granting the entirety of funds within a certain period of time, these charitable efforts are looking to have a bigger immediate impact than traditional foundations, which are typically set up to last forever and pay out roughly 5% of assets a year.

Read the full article