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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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Best & Next Practice
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Wealth-Building in the Nonprofit Workforce: Financial Hardship and Savings

Author: undefined

Year Authored: 2026

Publisher: United for ALICE, Independent Sector

Independent Sector and United for ALICE have previously shed light on the 22 percent of nonprofit workers who are ALICE (Asset Limited, Income Constrained, Employed) and the way that varies by race and ethnicity. This fact sheet shares data on savings and wealth for nonprofit workers across different racial and ethnic groups. These insights can be used by funders, policy makers, investors, and other community stakeholders to inform how their policies and practices impact the compensation of workers in the nonprofit sector, what nonprofit projects they fund, and where targeted wealth-building is needed.

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Report
Community Foundations for Civic Health: Learning & Action in 2025 and Directions for 2026

Author: Matt Leighninger

Year Authored: 2026

Publisher: CFLeads, National Civic League, Rhode Island Foundation

Community Foundations for Civic Health (CFCH)is an initiative grounded in a shared vision of enabling community foundations across the country to confidently advance civic health and achieve meaningful local impact at a national scale. In 2025, CFCH engaged leaders from 168 community foundations across 45 states through virtual sessions and a national summit in Chicago. This report captures key insights and emerging practices that arose in these convenings, including approaches to language, measurement, and investment - and reflects the voices of leaders across the country. It also points toward opportunities for continued progress and collaboration in 2026 and beyond.

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You Learn As You Go: Economic Risk & Reality for Women in Rural Arkansas

Author: Julie Trivitt

Year Authored: 2026

Publisher: Women's Foundation of Arkansas, Stone Bank

In partnership with Stone Bank, the Women's Foundation of Arkansas commissioned this study to explore how women in Arkansas make financial decisions and what additional support they need from their financial institutions, their communities, and each other. The study found that most Arkansas women learn to manage money through trial-and-error rather then through any formal financial education programs. Secondly, the pervasive aversion to debt and distrust of financial institutions reflect a need for psychological safety as much as financial preferences. Lastly, community banks can play an essential stabilizing role in rural economies.

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Report
From Transaction to Transformation: Three Ways Foundations Can Invest in Black-Led Nonprofits for Lasting Change

Author: undefined

Year Authored: 2026

Publisher: ABFE, Candid

This report examines the extent to which private foundations have - or have not - supported Black-led nonprofits over time and explores the nature of funder-grantee relationships through three lenses: financial support, social support, and human-centered support. The study provides new and nuanced evidence that affirms a well-established trend: Black-led nonprofits experience challenges establishing and sustaining relationships with foundations, which in turn perpetuates a racial funding gap. Analyzing grants awarded by private foundations, survey data, interviews with Black nonprofit leaders, and a focus group of foundation representatives, the research demonstrates that, although grant dollars are essential, they are insufficient for funders to build authentic partnerships built on trust with Black-led organizations.

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The Successful Family Foundation Board Chair: Leading with Passion and Purpose

Author: Virginia Esposito

Year Authored: 2026

Publisher: National Center for Family Philanthropy

This guide equips board chairs and those who work with and support them with information about the roles, responsibilities, and opportunities of the board chair position, including how it is a vital component of effective governance and, ultimately, foundations' impact. Drawing on interviews with more than 60 chairs and family foundation CEOs, the report examines the practices and culture that support effective board leadership as well as common pitfalls.

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Guide
Rebuilding Local Journalism at Scale: A Field-Level Analysis of Infrastructure Needs

Author: Elizabeth Hansen Shapiro

Year Authored: 2026

Publisher: Media Impact Funders

The report draws on nearly 560 applications submitted to Press Forward's nationwide infrastructure open call, offering one of the most comprehensive practitioner-defined datasets on the infrastructure needs of local journalism to date. Rather than focusing on individual organizations, the analysis examines patterns across the field to identify where infrastructure is underbuilt, fragmented, or failing to support scale, coordination and long-term sustainability. Taken together, these applications provide a rare aggregated signal from across the local news ecosystem, revealing shared challenges around operational capacity, revenue development, collaboration, and shared systems. The findings invite funders and field leaders to reconsider assumptions about sustainability and to explore what more coordinated, system-level investment may require.

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Report
Responding to a Surge in Federal Immigration Enforcement: A Funder Guide

Author: undefined

Year Authored: 2026

Publisher: Grantmakers Concerned with Immigrants and Refugees

Over the course of 2025, the Trump administration mobilized federal immigration agents to numerous cities across the country in a wave of enforcement actions. Drawing on takeaways and lessons learned from local funders who have operated in these contexts, including those shared in GCIR's December 2025 Network Huddle, this guide offers recommendations to guide funder organizing, coordination, and grantmaking strategies during periods of heightened enforcement in their communities. This guide is not meant to be applied exhaustively to all localities. Rather, it is intended as a starting point for supporting funders in preparing for and responding to future enforcement escalations with greater clarity, speed, and coordination.

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Guide
Trust-Based Philanthropy Self-Assessment Tool

Author: undefined

Year Authored: 2026

Publisher: Trust-Based Philanthropy Project

This tool is an organizational self-assessment for grantmaking institutions that are somewhere along the spectrum of exploring to actively practicing trust-based philanthropy. While trust-based philanthropy is most associated with six grantmaking principles, there are many more layers to the approach, with implications across four key organizational dimensions: 1) culture, 2) structures, 3) leadership, and 4) grantmaking practices.

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Website
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
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