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National Study on Donor Advised Funds

February 28, 2024

The Donor Advised Fund Research Collaborative (DAFRC) is a consortium of academic and nonprofit researchers. Working across institutions, the collaborative is leading a 30-month, comprehensive research initiative to provide empirical data and insights on the characteristics and activities of donor advised funds (DAFs) in the United States. One of the initiative's main goals is to gather and analyze account-level DAF information that is not available from publicly accessible data sources, such as the IRS Form 990. The account-level data allows for a more nuanced and accurate understanding of DAFs, as well as comparisons across different types and sizes of DAFs and DAF sponsors.The present report is the first of three major nationwide projects: (1) compiling a large, anonymized dataset from DAF providers, (2) fielding a management survey to gather policies and procedures from DAF sponsors, and (3) fielding a donor survey to gain insights into how individuals and families think about and use DAFs as part of their household giving.The 2024 National Study on Donor Advised Funds includes information about DAFs from 2014 to 2022, covering aspects such as account size, age, type, succession plan, donor demographics, contributions, grants, payout rates, and grantmaking speed. The report represents the most extensive independent study on DAFs to date. Thanks to the collective efforts of 111 DAF programs that voluntarily provided anonymized data to the research team, the dataset covers nine years of activity from more than 50,000 accounts, with over 600,000 inbound contributions to DAFS and more than 2.25 million outbound grants from DAFs.

Transatlantic China Policy: In Search of an Endgame

February 22, 2024

While China policy has changed markedly on both sides of the Atlantic in the past decade, transatlantic cooperation on China remains limited in extent and impact, ad hoc and reactive. Yet enhanced pooling of efforts and more systematic cooperation promises increased policy effectiveness. This paper investigates the reasons for this limited cooperation on China in three separate but related domains: economics; security; and the multilateral system and global norms. It identifies where there is a need for better mutual understanding of divergent positions, and where and through what mechanisms cooperation might be strengthened.

Industrial Food Animal Production: How It Works And How We Resist

February 20, 2024

Industrial food animal production (IFAP) consists of a complex set of interconnected components and processes, which include the factory farm but also extend far beyond it. The scale of the system, and the number of animals it consumes, are vast. The problems caused by IFAP are varied and global, affecting people, animals, and ecosystems around the world. A system of this nature requires a comprehensive and coordinated response.Momentum towards such an informed, strategic, and coordinated effort has been growing in the farmed animal advocacy movement in recent years. Prompted by this momentum, and in support of further progress, this report makes several contributions. First, it provides a relatively concise but holistic explanation of how IFAP works, written with animal advocates in mind. Focusing on land animals in the US, the report outlines the mechanics of IFAP, from industrial feed crop production through the factory farm and onto the consumer. It explains how the system is shaped by a desire for profits, and how it is supported by the social and cultural environment in which it exists. The report then shows how different aspects of the system are responsible for the wide range of social, environmental, and animal welfare problems that IFAP causes. Building on this understanding of the problem, the report goes on to examine the wide variety of interventions used by the farmed animal advocacy movement, and the elements of the system they address. The report organizes these interventions in terms of several frameworks for approaching system change. These frameworks address what needs to change, how to achieve change, and how different roles within the movement contribute to change, and they act as tools for understanding how a broad movement can transform a system. The report groups the interventions used by the movement into 15 categories. It describes what each category is intended to achieve, and shows how they fit into the frameworks for system change.  This big-picture overview of IFAP as a system, pathways to system change, and the interventions available to advocates, is intended as a foundation for improving broad-scale, movement-wide coordination and strategy. For those who are newer to farmed animal advocacy, the report can be used as a primer on IFAP and methods for resistance, helping advocates see how their own work contributes to the movement as a whole. For leaders in the movement, we hope that this work provides some new tools and approaches for orchestrating the coordinated, multi-faceted response that IFAP deserves.

Investing in Our Future: A Look at How We Support Our Children

February 16, 2024

It is our collective belief that access to accurate and comprehensive budget information is crucial for informed decision-making and progress in early childhood education. The Early Childhood Education Budget book should serve as a valuable tool for policymakers, educators and stakeholders in our state. By disseminating this information, we aim to foster transparency, facilitate evidence-based planning and ultimately strengthen the foundations of early childhood education in Mississippi. While we have strived for perfection, we acknowledge that this inaugural edition might require refinement. However, I assure you that we remain fully committed to continually improving our data set and potential future editions. Your feedback and suggestions are invaluable, and we encourage you to share insights that can help enhance the accuracy and usefulness of this resource.As we delve into the wealth of financial and programmatic data presented in the Mississippi Early Childhood Education Budget book, it is essential to approach the information with a balanced mindset and a commitment to meaningful discussion. While financial data can be a powerful tool for understanding and evaluating the allocation of resources, it is crucial not to weaponize it for personal or political gain. Let us remember that the purpose of this book is to foster transparency and informed decision-making, not to fuel divisiveness. By engaging in constructive dialogue and seeking a comprehensive understanding of the data, we can collectively work toward building a stronger foundation for early childhood education in Mississippi.

The Unusable Zoning Override Threat: Analyzing the State Urban Development Corporation’s Westchester Plans

February 15, 2024

This research report aims to explicate the tactics underpinning the State Urban Development Corporation's ill-fated efforts, between February 18, 1970 and 1973, to construct affordable housing in generally affluent, suburban Westchester County.  Designed to cut through federal and local municipal red tape that disincentivized private industry from entering the affordable housing field, Governor Nelson Rockefeller hoped that the Urban Development Corporation (UDC) could play a pivotal role in solving the state's housing crisis.  The UDC bore the unique power to override local zoning codes. It thus became immediately controversial, inducing the corporation's first president, the (in)famous Bostonian urban planner Edward Logue, to emphasize the UDC's ability to work with local municipal officials to construct much-needed housing, often through a locally-managed subsidiary corporation.  When the UDC entered Westchester County on February 18, 1970, hoping to expand its operations to the state's suburbs, these tactics proved ineffective in the face of the county's traditionally decentralized politics, municipal and county officials' long history of support for restrictive zoning and single-family residential construction, and the weakening political position of the county's once-powerful Republican Party.  Additionally, widespread protests against state-led public works projects in the late 1960s sapped local support for Governor Rockefeller's administration just before the UDC entered the county.  Combined, these factors conspired to enable affluent, white Westchester residents and officials to stall out the UDC until they could form a coalition of state legislators to pass a bill eliminating the UDC's zoning override powers, effectively ending state-level efforts to construct affordable housing.

Data Science, AI and Data Philanthropy in Foundations : On the Path to Maturity

February 14, 2024

This research explores the data-related initiatives currently undertaken by a pool of foundations from across Europe. To the authors' knowledge, this is the first study that has investigated the level of data work within philanthropic foundations, even though the rise of data and its importance has increasingly been recognised in the non-profit sector. Given that this is an inaugural piece of research, the study takes an exploratory approach, prioritising a comprehensive survey of data practices foundations are currently implementing or exploring. The goal was to obtain a snapshot of the current level of maturity and commitment of foundations regarding data-related matters.

Defending Democracy: The Charles F. Kettering Foundation 2023 Annual Report

February 12, 2024

Throughout its history, the Charles F. Kettering Foundation's focus has always been on innovation. Our founder, Charles F. Kettering, believed that "our imagination is the only limit to what we can hope to have in the future."In summer 2023, Kettering announced its new strategic plan, In Defense of Democracy, the result of the foundation's staff flexing their imagination to better meet the needs of democracy. It introduced our new vision, mission, guiding beliefs and values, and outlined five new strategic focus areas that are designed to utilize our resources effectively in the defense and advancement of democracy.Defending Democracy: The Charles F. Kettering Foundation 2023 Annual Report chronicles this journey of transformation, highlighting a year of reflection, dialogue, and action. It is our answer to the question, "What can the Charles F. Kettering Foundation uniquely offer the democracy field at this moment of crisis?" In 2023, we took the first step in our commitment to strengthening existing partnerships, forging new collaborations, broadening our reach and influence through innovative communication strategies, and exploring new lines of research.

Private Funders and Private Wildlife Conservancies in Neoliberal Kenya (1980-2010)

February 7, 2024

This report examines the rise of nongovernmental organizations and private game reserves in Kenya's conservation and tourist sector in the last two decades of the twentieth century and the first decade of the twenty-first century. Because these institutions are private and not required to be transparent, it can be difficult to study their histories. The archival holdings of funders, such as the Ford Foundation, or individual philanthropists, such as Laurance S. Rockefeller, can thus provide insights into the histories of these organizations. These records provide particular information on two private conservancies started in the 1980s in Laikipia, Kenya: the Lewa Wildlife Conservancy and Ol Ari Nyiro (at times referred to as Laikipia Ranching). Attention to these conservancies demonstrates a shift in the practice of conservation during the late twentieth century, as the Kenyan state saw its role diminished, and private funders, NGOs, and private conservancies became more central to the project of protecting Kenya's wildlife, while also benefitting from the tourists which followed.

The Growing Momentum Behind Philanthropic Collaboratives in India : Collaborating to accelerate social impact

February 7, 2024

Philanthropic collaboratives gained significant momentum in India during the early months of the COVID-19 pandemic, when diverse NGOs and funders came together to reach vulnerable communities. These collaboratives pursue a shared vision and strategy for achieving social impact, using common resources and agreed-upon governance mechanisms.Building on research conducted in 2020, this new study finds that the number of collaboratives in the country has grown over threefold, with invested capital having grown at least sixfold. This research, which includes a Net Promoter Score survey, indicates that this asset class is likely to grow significantly, however, there are critical areas to keep in mind to succeed. To develop a deeper understanding of factors driving collaborative action, how collaboratives can create disproportionate impact, and the challenges they face, Bridgespan interviewed leadership teams, funders, and key operating partners of major collaboratives and CSR organisations that have invested in collaboratives. The result of this research is encouraging insight into the growing potential of co-operatives and domestic philanthropy as a whole, leading researchers to question how these areas can be better developed and supported.

Climate Change: A series of Case Studies on South African Funder's Climate Journeys

February 5, 2024

Climate change is an increasingly pressing global issue that requires an immediate and concerted response to limit its most catastrophic consequences. Funders can play a key role in responding to climate change, however, funder responses to climate change have historically been relatively limited.That said, more funders are beginning to acknowledge the urgency with which climate change needs to be addressed and are increasingly seeing the impacts that climate change has on the often vulnerable communities that they serve. These climate change impacts have further implications for funders' work on other socio-economic challenges, with the communities that they serve facing additional challenges relating to food security, water scarcity, environmental damage, and heat waves.

Making Sense of Learning Math: Insights from the Student Experience

January 30, 2024

Mathematics is an integral part of students' daily lives, from marking the first 100 days of elementary school to the pivotal moment of crossing the threshold into Algebra 1. Math not only serves as the key that unlocks the doors to the sciences and technology but also empowers individuals personally. At the same time, math literacy stands as an undisputed public good, providing society with the indispensable tools needed to propel innovation and grapple with intricate societal challenges.For all these reasons math is a subject that sparks seemingly endless and contentious debates in universities and think tanks, among leaders of industry, and in government that are popularly referred to as the "math wars." But how do students themselves experience mathematics in today's classrooms? In this report we explore students' perceptions of their everyday experience in math. How do high school students perceive the math learning experience? How do they see themselves as math learners? And what insights do they have for creating a more engaging math education for all students?

Lessons From the Field: Implementing Mental Health Employee Resource Groups (ERGs) & Recommendations for Future Success

January 26, 2024

NAMI-NYC partnered with fourteen organizations to learn about the impactful work they are doing through their disability/mental health ERGs to create a culture promoting good mental health and emotional wellness in the workplace. The goal was to bridge the gap between theory and practice to identify real-world applications of how ERGs are developed, what they focus on, and how they make an impact. To do so, we developed a survey based on a literature review of ERG best practices and workplace mental health programs. The survey was 45 qualitative and quantitative questions about governance, collaboration, and programming.This report presents the data learned from the survey and recommendations to support employees, leadership, Human Resources (HR), Diversity Equity, Inclusion, and Belonging (DEIB), and Wellness teams starting or enhancing disability/mental health ERGs. It provides strategies to set up a successful governance structure, leverage cross-department collaboration, and create meaningful programs to reduce stigma and promote good mental health among employees.