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.
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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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Advancing Black Workers in the South: An HBCU Research Initiative
Author: Algernon Austin, Kate Bronfenbrenner
Year Authored: 2026
Publisher: Center for Economic and Policy Research
This report from the Advancing Black Workers in the South study, an initiative of Historically Black Colleges and Universities (HBCUs) and a Minority-Serving Institution (MSI), focuses on the challenges Black workers in the South face at work and Black workers' experiences with and attitudes toward unions. Variable work hours, work load, and workplace safety were among the top concerns for Black workers interviewed as part of the study. The majority of the respondents report positive attitudes toward unions. The authors conclude with policy recommendations to address workplace concerns and promote employee organizing.
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Report
Investing for Impact: A Decision-Making Tool
Author: undefined
Year Authored: 2026
Publisher: The Annie E. Casey Foundation
This decision-making tool uses practices that the Annie E. Casey Foundation has honed over its years of impact investing to ensure each investment decision incorporates factors important to the Foundation in a systematic way. The tool scores opportunities across 10 criteria, and this approach allows funders to systematically compare investments and prioritize options with the greatest potential for both financial and social returns. While Casey uses this tool to further its mission of advancing well-being for children, youth and families, other investors with different social missions also may find it useful to apply the process. Throughout this tool, short case studies illustrate how these factors led to successful Foundation impact investments.
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Guide
State of Nonprofits 2026: What Funders Need to Know
Author: Seara Grundhoefer, Elisha Smith Arrillaga, Ellie Buteau
Year Authored: 2026
Publisher: Center for Effective Philanthropy
The Center for Effective Philanthropy's (CEP) annual State of Nonprofits report aims to elevate the perspectives of nonprofit leaders and provide a clearer understanding of the pressures they are facing. This fourth edition of the report finds that burnout has increased dramatically among nonprofit CEOs, who say the current context has contributed to lower staff morale and heightened levels of stress and fear. Nonprofit CEOs also report more difficulty obtaining foundation funding than in previous years. Despite ongoing financial challenges, many nonprofits are making strategic adaptations to their work in order to survive.
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Report
Collaboratives as a Philanthropic Asset Class
Author: Neha Dalal, Kimberly Dasher Tripp, Alison Powell
Year Authored: 2026
Publisher: Jasper Ridge Partners, Strategy for Scale, Bridgespan Group
This article examines the evolution of philanthropic collaboratives and offers recommendations for increasing their use by donors. While collaborative funds are not new, their recent growth is notable. Of the more than 500 philanthropc collaboratives that the Bridgespan Group has identified, most were launched in the last 10 years. Still, collaborative funds remain an underutilized philanthropic "asset class" in most donors' portfolios. Only 16 percent of the funds in the database rely primarily on individual donors. Most are still largely supported by select large institutionalized foundations.
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Article
Financial Planning in the Age of Donor Advised Funds
Author: Dan Heist, Benjamin Cummings, Erinn Andrews, Russell James, Jon Bergdoll
Year Authored: 2026
Publisher: Donor Advised Fund Research Collaborative
This report draws on six focus groups and a national survey of 669 financial advisors across the country to examine how, when, and why financial advisors incorporate DAFs into charitable planning. The study found that DAFs are the second most commonly recommended giving approach after direct giving, with 21 percent of financial advisors recommending them about half of the time, and another 35 percent recommending them frequently. Tax benefits are the dominant motivation for recommending DAFs, with 83 percent of advisors rating them as very or extremely important. Flexible timing of giving and client convenience follow closely, along with charitable estate planning objectives, as primary reasons for recommending DAFs.
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Report
Nonprofit Leaders Reported Growing Uncertainty from 2024 to Early 2025: Findings from the Nonprofit Trends and Impacts Study
Author: Hannah Martin, Grace Koch, Katie Fallon, Laura Tomasko, Mirae Kim, Lewis Faulk, Elizabeth T. Boris
Year Authored: 2026
Publisher: Urban Institute
This report examines changes in nonprofit leaders' outlooks for their organizations' ability to successfully pursue their missions from 2024 to spring 2025. Forty-eight percent of nonprofit leaders reported worsened outlooks from 2024 to spring 2025, while only 19 percent reported improved outlooks. Leaders of larger organizations and arts, culture, and humanities organizations; education organizations; and public, societal benefit organizations were more likely to report worsened outlooks. Lastly, leaders whose organizations experienced government funding disruptions or reported financial challenges were more likely to report worsened outlooks.
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Critical Condition: Rural Healthcare in the Wake of H.R. 1
Author: Gina Azito Thompson
Year Authored: 2026
Publisher: Southern Poverty Law Center
In rural areas across the Deep South (Alabama, Florida, Georgia, Louisiana and Mississippi), hospitals are closing, leaving many people with nowhere to turn for critical care. New analysis from the Southern Poverty Law Center (SPLC) found that at least 99 rural hospitals are at risk of closing across those states, with more than half of Alabama's share of rural hospitals at risk. This report highlights the need to support rural health care facilities already dwindling across the South, and how these same facilities have been challenged by laws like HR 1.
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Report
Immigration + LGBTQ Communities in the United States
Author: Deekshita Ramanarayanan, Sammy Luffy
Year Authored: 2026
Publisher: Funders for LGBTQ Issues
This brief outlines the latest data at the intersection of immigration and LGBTQ issues in the United States. This resource covers demographic data related to LGBTQ immigrants, refugees, and asylum seekers, as well as the philanthropic landscape at this intersection. The issue brief also includes an analysis of LGBTQ asylum seekers globally, the U.S. asylum process, as well as LGBTQ immigrants' access to HIV/AIDS services and the conditions and treatment of LGBTQ immigrants in detention.
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