What We're Reading

State of the Work 2011: Mapping the Landscape and D5's Path Forward on Diversity, Equity, and Inclusion in Philanthropy, the first report in an annual series, is designed to guide the D5 coalition's work and measure its progress over the next five years. It also begins to illuminate where U.S. philanthropy as a whole is on a number of fronts related to diversity, equity, and inclusion. It includes information about board and staff composition; diversity and inclusion policies and practices; educational programs and tools; grant sizes and recipients; research efforts; and success stories.

State of the Work 2011 confirms the hypothesis that philanthropy has a ways to go on diversity, equity, and inclusion.

Seven success stories, highlighted in the report, further illuminate how the work of growing philanthropy’s diversity, equity, and inclusion unfolds on the ground.


Click here to download State of the Work 2011.



A new report from Barclays Wealth, a leading global wealth manager, which surveyed 2,000 high net worth individuals around the world, has provided a snapshot of global philanthropy revealing key differences in the attitudes and behaviours that are driving high net worth individuals to support charitable causes.

- First ever snapshot of global giving, using both money and time as indicators

- Almost a quarter (23%) of high net worth individuals globally say charity is a "top spending priority"

- Ireland, South Africa and India lead the way as countries that donate significant amounts of money and time to charitable causes

Global Giving: The Culture of Philanthropy measures the resources being invested into charity and causes by wealthy people across the world, using both money and time as gauges for the first time. Furthermore, the report also looks at some of the drivers behind these giving behaviours, identifying unique cultural factors that shape a country’s philanthropic style and motivate individuals to give to charity.

 Click here to download Global Giving.


How do you figure out how much to give? Whether you wrestle with this question yourself or are helping other givers, the Bolder Giving Workbook offers unique perspectives and step-by-step guidance. Enjoy articles, exercises, and stories from amazing givers.

As a working mother, the Bolder Giving Workbook inspired me and my husband to look at how much we could give – even in this economic downturn – and to think about new ways to give more boldly.
–Serena Li, Director of Marketing, Silver Bridge Advisors

The Bolder Giving Workbook is an essential tool for anyone working in donor education.
–Sondra Shaw-Hardy, co-founder of the Women’s Philanthropy Institute


Click here to download the Bolder Giving Workbook.


In Turning Passion Into Action: Giving While Living, The Atlantic Philanthropies explores the practice of "Giving While Living," and makes the case for this unique and bold type of philanthropy. Atlantic, which by 2020 will become the largest foundation ever to spend down its endowment, defines giving while living as the decision by a donor to spend his or her philanthropic resources while alive, often as an active participant in the giving program. With the report, Atlantic aims to inspire people at varying levels of wealth to give generously during their lifetimes.

The report includes:

Profiles of eleven philanthropists who are giving while living. These philanthropists represent a diverse range of giving levels, causes, reasons for giving and ideologies.

Tips for donors considering giving while living, and a breakdown of the best proven methods for a giving while living practice.

A resource guide to philanthropy advisors, seminars and web resources.

Most of all, the report highlights the dramatic social impact of giving while living.

An accompanying slide show on Atlantic's website features philanthropists profiled in the report, and their views on giving while living.

Click here to download Turning Passion Into Action.


Sabbaticals for nonprofit leaders can be a relatively inexpensive but highly productive capacity-building tool that yields measurable results. Creative Disruption: Sabbaticals for Capacity Building and Leadership Development in the Nonprofit Sector provides emerging evidence of the benefits to nonprofit organizations, leaders, funders, and the sector.

This study, written by TSNE's Deborah Linnell and CompassPoint's Tim Wolfred, exposes the myth that an executive sabbatical will be a chaotic disruption, finding instead that the creative disruption of a well-planned sabbatical can be productive for the entire leadership of an organization.

Organizational capacity is increased as the second tier of leadership takes on new responsibilities. Governance is strengthened as a result of the planning and learning that goes with a sabbatical process. Executive directors come back rejuvenated, with a fresh vision and innovative ideas, and tend to extend their tenure with the organization. And funders gain a deeper perspective on community needs from the feedback, networking, and innovative ideas that sabbatical alumni bring.

This study recommends funding sabbaticals as a best practice in philanthropy for leadership development, succession planning, and organizational capacity building. Sabbaticals can be an investment in the long-term health of nonprofit organizations—and the sector.

Click here to download Creative Disruption.