Welcome to the Philanthropy Southeast Resource Hub – a searchable database of resources related to best practices in grantmaking, foundation management, nonprofit governance, and equitable practices in philanthropy. Here you'll find articles, research reports, white papers, program recordings, recommended websites, and sample documents to help you in your work.
Some resources are available only to Philanthropy Southeast members – you will be prompted to login when you select one of these items.
You can submit items for the Resource Hub here. All submissions are reviewed by Philanthropy Southeast staff before they are posted.
If you have a question about the Resource Hub, please contact Stephen Sherman at stephen@philanthropysoutheast.org.
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Foundation Governance Today: How Boards and CEOs Are Navigating Risk, Accountability, and a Shifting Landscape
Author: undefined
Year Authored: 2026
Publisher: Center for Effective Philanthropy
This research brief is a follow-up to CEP's report, "A Sector in Crisis: How U.S. Nonprofits and Foundations Are Responding to Threats," chronicling the effects of the current context on nonprofits and how foundations have been responding. While nonprofits stated that they were facing existential threats, this snapshot report offers insight into the specific challenges reported by foundation leaders in the current context and what they need from their boards to respond effectively to the sector-wide crisis. It also examines what characterizes boards that foundation CEOs describe as most supportive.
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Report
Equitable AI Adoption Framework
Author: undefined
Year Authored: 2026
Publisher: Project Evident
Project Evident's Outcomes AI Equitable AI Adoption Framework is intended to help nonprofit organizations leverage AI while upholding their commitments to equity, safety, and responsibility. This Framework is designed as an intuitive tool to guide users toward AI best practices that align with specific use cases. To bring the framework to life, Project Evident conducted five case studies and interviewed subject matter experts to produce companion podcast episodes. These resources illustrate key concepts in action and are embedded within the tool, with additional links to explore.
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Website
Family Foundation Trends: Findings From the 2026 Foundation Operations & Management Report
Author: Hannah Smith
Year Authored: 2026
Publisher: Exponent Philanthropy
The 2026 Foundation Operations and Management Report (FOMR) offers new insight into how these foundations are structured and how they give. This year, 51 percent of survey respondents identified as family foundations, highlighting key trends in board and staff composition and compensation, next-generation engagement, grantmaking, investment approaches, and more.
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Blog
The Heart of the Sector: How Funders Can Support Nonprofit Worker Well-being
Author: Dana Archer-Rosenthal, Alex Chan, Annie Chang, Chris Lisee, Elise Miller, Jen Talansky
Year Authored: 2026
Publisher: Nonprofit Finance Fund
This guide presents the promising practices nonprofits are implementing to improve worker well-being, and actions funders can take to support nonprofits in these efforts. With examples from exhaustive research and the lived experience of nonprofit and philanthropy executives, this report prepares nonprofit and philanthropic leaders to understand well-being approaches, counter challenging dynamics, and take action to expand worker well-being.
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Report
Holding It All Together: Working Moms and Child Care in Arkansas
Author: Julie Trivitt
Year Authored: 2026
Publisher: Women's Foundation of Arkansas
Recent data has shown that mothers with young children have been leaving the workforce at growing rates. This report examines how these trends, combined with broader economic pressures, are affecting Arkansas moms' ability to remain in or return to the workforce. Key findings show that while Arkansas mothers are highly engaged in the workforce, child care costs are a critical barrier to employment, maternal leave is often inadequate, and stress can lead to significant mental health challenges. The authors affirm that child care access, workplace flexibility, and paid family leave are not "women's issues" - they are workforce, economic development, and competitiveness issues.
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How to Talk Bridgey 2.0: Lessons and Takeaways from PACE's 2025-2026 Civic Language Perceptions Project
Author: Amy McIsaac
Year Authored: 2026
Publisher: Philanthropy for Active Civic Engagement
In this successor guide, PACE revisita its How to Talk Bridgey report from 2024 with new data and updated language guidance for the civic field. With More in Common as its polling partner, PACE conducted a new round of civic language research in November 2025. This updated study found that "community" remains the most bridgey term in use. The term "freedom" rose in prominence on the list. Many terms, such as civility, social justice, and racial equity, became more bridgey over the last two years.
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Report
Long-Haul Grantmaking: How Many-Year Grants Can Transform Nonprofit Jobs and Amplify Impact
Author: Betsy Leondar-Wright
Year Authored: 2025
Publisher: Fund the People
In 2020, the staff and board of the Walter & Elise Fund held a series of discussions that resulted in a remarkable new grantmaking initiative. After 4-hour interviews of ten community groups in the Bay Area, they chose seven organizations and committed to give them $500,000 unrestricted yearly grants for seven years starting in 2023, a total of $3.5 million. They created a learning cohort that meets yearly. To concentrate the funding for these larger grants, they sunsetted many of their prior grantees, which had each received an average of about $37,000. This report, based on a series of interviews, describes what six of the seven grantees have been able to achieve thanks to the security and stability of seven-year guaranteed funding.
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Nonprofit Trends Tracker
Author: undefined
Year Authored: 2026
Publisher: Urban Institute
The Nonprofit Trends Tracker provides key statistical data on the U.S. nonprofit sector. Using representative data from the National Survey of Nonprofit Trends and Impacts, this tracker paints a holistic picture of U.S. nonprofits' experiences that can be generalized for similar nonprofits at the national and regional levels, in select states, across nonprofit subsectors and sizes, and in urban and rural areas. Data is available on demand for programs and services, demographics on communities served, sources of revenue for nonprofits, fiscal health of organizations, and the demographics of nonprofit staff and board members.
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Website
The Philanthropy Outlook: Estimating Effects on Charitable Giving from the One Big Beautiful Bill
Author: Jon Bergdoll, Patrick Rooney, Jacqueline Ackerman
Year Authored: 2026
Publisher: IUPUI Lilly Family School of Philanthropy
2025 H.R. 1, commonly known as the "One Big Beautiful Bill Act" (OBBB), was signed into law in July 2025. The OBBB is a large, comprehensive bill incorporating multiple policy priorities from the Trump presidential campaign agenda. While most analysis has focused on the broader impacts of the bill, this research seeks to understand how the OBBB might affect private philanthropy in the United States, either in the short or long term. The report estimates that the OBBB may reduce total annual charitable giving by around $5.69 billion, while increasing the number of donor households by more than 8 million. Of this total, approximately $4.14 billion reflects changes in household giving and approximately $1.55 billion reflects changes in corporate giving.
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Report
Research Brief Series: Twenty Years of Education Funding in the U.S.
Author: undefined
Year Authored: 2026
Publisher: Grantmakers for Education
Grantmakers for Education engaged in several projects in the past two years to understand philanthropic priorities, approaches and investments in education, historical and current. By collecting and analyzing new data as well as analyzing data available through a licensed database, GFE conducted a comprehensive scan. These research briefs, produced as part of this scan, comprise a series that shares information on giving patterns in education over the past twenty years among foundations and other grantmakers, from 2003 to 2023.
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