
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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2024 Health Equity Survey: Understanding the Chanding Landscape
Author: Arpita Jindani
Year Authored: 2025
Publisher: Grantmakers in Health
This survey explores how health funders have adapted their health equity efforts amidst legal, social, and political challenges, including the termination of DEI mandates by the federal government. Conducted by Grantmakers In Health (GIH), the survey analyzes strategies, successes, barriers, and solutions in advancing health equity. Findings show that an overwhelming majority of respondents oversee health equity initiatives, using varied terminology like health equity, racial justice, and social justice. Nearly 9 in 10 have made changes to grantmaking processes to make them more equitable - simplifying applications, focusing on marginalized communities, and adopting trust-based philanthropy principles.
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Report
Philanthropic Collaborations Database
Author: undefined
Year Authored: 2025
Publisher: The Bridgespan Group
Since 2021, the Bill and Melinda Gates Foundation and The Bridgespan Group have partnered on landscape research about collaborative vehicles for philanthropy. The goal of this work is to better understand a collaborative's value proposition, strategic focus, giving potential, and operations, as well as to provide insight into the opportunities and challenges they experience. This listing of over 300 philanthropic collaboratives consists of funds that participated in Bridgespan's annual survey along with others identified through additional research.
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Website
Corporate Social Impact Landscape in 2025
Author: undefined
Year Authored: 2025
Publisher: Association of Corporate Citizenship Professionals
To help members navigate the shifting political landscape and what it means for corporate social impact, ACCP has compiled this list of articles, resources, and information on what other companies are doing.
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Website
Tracking the Policy Landscape for the Charitable Sector
Author: undefined
Year Authored: 2025
Publisher: Independent Sector
Independent Sector provides a set of tracking dashboards to monitor policy actions that could impact the charitable sector. These include monitors for tax and federal legislation, federal and state-level litigation, and executive actions. Each tracker is updated biweekly.
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Website
The Independent Report on DAFs: A Transparent, Comprehensive Analysis of Donor-Advised Funds
Author: Chuck Collins, Bella DeVaan, Helen Flannery, Dan Petegorsky
Year Authored: 2025
Publisher: Charity Reform Initiative, Institute for Policy Studies
As a counter to industry-sponsored reports on donor-advised funds (DAFs), this study seeks to use publicly-available data to provide a more transparent analysis of the assets, payout, and spending pracitces from DAF accounts. The study finds that in spite of fluctuations in contributions, donor-advised fund assets continue to accumulate. National sponsor assets have grown at by far the fastest pace, increasing 92 percent from 2020 to 2023. While they represent only 3 percent of DAF sponsors, national sponsors held 70 percent of all DAF assets, took in 73 percent of all DAF contributions, and gave out 61 percent of all DAF grant dollars in 2023. The median DAF account size across all sponsors was $135,086, and the median DAF payout rate across all sponsors was 9.7 percent in 2023.
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Report
National Study of Donor Advised Fund Donors
Author: Daniel Heist, Danielle Vance-McMullen, Jeff Williams, Rachel Sumsion
Year Authored: 2025
Publisher: Donor-Advised Fund Research Collaborative
This report is the final of a three-part research series conducted by the Donor Advised Fund Research Collaborative (DAFRC). The report offers a comprehensive look into the characteristics and perspectives of individuals and families who utilize donor advised funds (DAFs) for their charitable giving in the United States. The study surveyed over 2,100 DAF donors, focusing on theirand the role of DAFs in their overall philanthropic strategy. The study found that DAF donors are diverse in their giving approaches but tend to be older and more affluent. Most DAF donors employ a multi-pocketed giving approach, but DAFs play an outsized role overall in their charitable giving. Donors' motivations for giving extended beyond tax benefits, encompassing a desire to give back to the community, support causes they care about, and see their wealth make a positive impact.
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Report
Most Americans Have Donated to Those in Need Within the Past Year
Author: undefined
Year Authored: 2025
Publisher: AP-NORC Center for Public Affairs Research
Based on a nationwide poll of U.S. households conducted in March 2025, the AP finds that most adults have donated food, clothing, or household items in the past year. Seventy-three percent of the public has donated money to at least one charitable, religious, educational, cultural, or political organization in the past year. Over the same period, nearly 8 in 10 have donated material goods or time or contributed to a crowdfunding campaign. People with household incomes of $50,000 or more, college graduates, and those age 60 and older are generally more likely to make charitable contributions. Among those who donated money, 50% have given at least $101.
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Report
State of the Latino Community in Georgia
Author: undefined
Year Authored: 2024
Publisher: Latino Community Fund Georgia, Georgia Latinx Alliance
This report illustrates the complexity of the Latino experience in Georgia in a concise and interconnected way. The State of the Latino Community in Georgia Report is organized into seven chapters, each focused on a specific theme: identity, economic development and employment, education, housing and safety nets, healthcare and wellbeing, arts and culture, and political power. The report also draws on insights from experts and community leaders, who were interviewed and participated in focus groups. Their contributions help to illuminate the complex challenges we face in Georgia, as well as the untapped potential of the Latino community in the state.
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Report
Strengthening Science and Community Impact Through Equitable Research Practices
Author: Heather Hyden, Soojin Conover
Year Authored: 2025
Publisher: Humana Foundation
The report examines innovative research methods adopted by the Humana Foundation's partners to promote health equity in public health research through community-engaged research practices. The report offers pivotal insights and recommendations to help funders develop a research strategy that invests in partners practicing community-engaged research methods to effectively develop long-term solutions addressing gaps in health equity. Themes include expanding access and opportunities for participation, promoting community leadership in research initiatives, and respecting human dignity by ensuring transparency and the fair and safe treatment of all involved.
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Report
Explore the LGBTQ Philanthropic Landscape in the U.S. South: Reflecting on Ten Years of the Out in the South Program
Author: undefined
Year Authored: 2025
Publisher: Funders for LGBTQ Issues
To celebrate the tenth anniversary of the Out in the South program, Funders for LGBTQ Issues partnered with the fund's grantees on an interactive anniversary project analyzing U.S.-based grantmakers that support LGBTQ communities and causes at the state and regional level. Over the past decade, the goal of OTS has been to develop strategies to bring more resources to the South and enact a paradigm shift to transform the philanthropic landscape of the region. This interactive map provides a detailed look at grantmaking for LGBTQ communities in the U.S. South.
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