Orange County Grantmakers’ Post

While philanthropic pluralism sounds like a benign and worthy goal, an op-ed by several philanthropic leaders last year gave many of us cause for concern. Adding to a range of critics, PRE joined our partners at CHANGE Philanthropy cautioning that the call for pluralism in philanthropy as stated was a diversion and risked undermining or chilling rightful calls for greater racial and social justice and the investments needed to advance those goals. We’re increasingly hearing this call & related fears of polarization lifted up directly in contrast to approaches that support those most impacted to build power & frame their own solutions. We know some well-intended funders & allies are among those leading the charge, but hoping they can hear & not simply dismiss the informed critiques of many. (& yes, the irony of calling for pluralism & yet minimizing the voices of those who are expressing doubts/fears as overreacting or foolish is kind of classic arrogance of those less threatened by the status quo or rollback of justice.) Next week, I will join a panel with authors and other leaders in the sector as we seek to deepen the debate & discussion as part of the Urban Institute’s Center on Nonprofits and Philanthropy and the Chronicle of Philanthropy for the 2024 Giving Innovation Summit on April 29th at 2-3:30 EST. We recognize the relationship of this conversation to PRE’s recent op-ed, which addressed how the danger of both accommodationist practices and misuse of terms can fuel efforts to squelch dissent or challenges to the status quo – while under the guise of seeming to call for higher principles. See added details & registration below-

More than 20% of U.S. charitable giving comes from foundations. Because they play a significant role in funding nonprofits, they need to make the funding process fair and inclusive. Here are five tips to help funders do this. Kaerie Ray, MBA, PMP, curator and communications officer at the Arnold and Mabel Beckman Foundation, shares how funders can make their grant application and review practices more equitable and inclusive funding on Candid insights: https://lnkd.in/e3R4Zhwb

Professional Advisors: Every year, the Giving USA study reports the status of charitable giving in America. 💡 Adjusted for inflation, 2023 saw a decrease, making it harder for San Diego charities to meet community needs. This is relevant to your clients because, for many of them, philanthropy is an important part of their financial plans and family traditions. Jason Rogers, AIF®, CWS®, Director of Wealth Advisor Relations at SDF shares insights to help with your conversations about charitable giving. Read his latest insights: https://bit.ly/3WeMQRZ #CharitableGiving #AdvisorInsights #Philanthropy

#DidYouKnow: Planned giving is a strategic approach to philanthropy that allows individuals to make a lasting impact on their communities and causes? By incorporating charitable giving into your estate plans, you can ensure ongoing support for nonprofits, educational institutions and other charitable organizations for generations to come. Learn more about FFTC Planned Giving opportunities: https://ow.ly/ggkT50QyUHA

The Fidelity Charitable 2024 DAF Report is here - and we’ve combed through the data to bring you the top 15 takeaways. 📣 Fidelity Charitable is the largest DAF in the world and also provides the most in-depth disclosure on account activity and DAF donor behavior. While we won’t have statistics on 2023 for the full industry until the fall, this is a key indicator on the DAF market. The most notable year-over-year changes were in the types of contributions being made to DAFs, the size of accounts and the speed of distribution to nonprofits. 👀 Read all about it in our latest analysis: https://lnkd.in/ePDgiCJw #nonprofit #fundraising #donoradvisedfund #philanthropy

As you consider what organizations to include in your charitable giving, review this data from Candid and consider including small nonprofits in your giving. 90% of nonprofits have revenues under $499 thousand. That includes over 1.2 million organizations. Only around 39,000 organizations have revenues over $5 million. Explore the data via the link below: https://lnkd.in/gkkfqDuE

Have you read our latest annual report? Not only did our fundholders contribute to their Foundation accounts in record numbers, but they also significantly outperformed national averages in charitable giving, as highlighted in Giving USA 2023. This unprecedented year of giving reflects our community's deep commitment to making a difference. Read more by visiting: https://ow.ly/ebFE50QsiK5

Did you know? 70% of high-net-worth individuals report that charitable giving is a core value for their family. Families can turn their values into action through strategic charitable giving. Our latest blog explores strategies to maximize impact with donations, leave a lasting legacy of generosity, and engage the next generation in philanthropy. https://lnkd.in/ewRk3hWd #philanthropy #familygiving #financialplanning

As we head into a presidential election year, the competition for charitable donations is set to intensify. At Whitley Penn, we’re here to help you navigate this challenging landscape and make the most of your contributions. Checkout a few tips to consider and contact our team for personalized advice: https://hubs.li/Q02VJ2TP0

Did you know? 70% of high-net-worth individuals report that charitable giving is a core value for their family. Families can turn their values into action through strategic charitable giving. Our latest blog explores strategies to maximize impact with donations, leave a lasting legacy of generosity, and engage the next generation in philanthropy. https://lnkd.in/eD28GAUH #philanthropy #familygiving #financialplanning