Philanthropic Resources
As an entity that serves and expands the philanthropic sector on the island of Puerto Rico, we consolidate resources that support our membership and philanthropic entities to use their resources effectively and adopt practices that strengthen equity in Puerto Rico.
The following are some of the resources we find valuable:
Effective Support Fiscal Sponsorships
Learn how to integrate effective and equitable practices to support fiscally sponsored grantees. Fiscal sponsorships open up opportunities for more diverse grantmaking. Here you will find guidelines about supporting a fiscally sponsored grantee. This toolkit will help you improve your grantmaking efforts and make them more equitable.
Trust in Nonprofits and Philanthropy
Research examining public trust in nonprofit and philanthropic organizations, based on nationally representative surveys and focus groups. The study explores how trust shapes the sector’s legitimacy, effectiveness, and ability to operate, offering insights to inform policies and practices that strengthen this critical asset.
11 Trends in Philanthropy for 2026
This tenth-edition report reflects on a decade of philanthropic trends while confronting the urgent realities of 2026 — from government funding cuts and threats to public media, to AI’s rise, declining public trust, and donor safety concerns — exploring how nonprofits, funders, and communities can draw on hard-won lessons to navigate disruption and build a more resilient sector.
11 Trends in Philanthropy for 2025
This year’s 11 Trends report explores the growing demand for the essential services and resources nonprofits provide to help communities thrive — attempting to look beyond the pendulum swing and into a future where innovations in philanthropy and community-building may yet achieve the transformations we all hope to see.
11 Trends in Philanthropy for 2024
A tool to helping individuals and organizations understand, strengthen, and advance philanthropy, resulting in a smart, adaptive sector that helps create strong, inclusive communities.
Advocacy Field Guide for Lean Funders
Some of the most effective foundations engaged in policy and advocacy in the United States are small, place-based foundations. By focusing deeply, developing insight into their issue, leveraging reputation and relationships, and working with persistence, these funders are achieving extraordinary impact and a high return on their investment.
The Future of Philanthropy Is Trust-Based
The trust-based philanthropy movement has grown in rapid time, but there are still basic misunderstandings about this approach and its bold vision for a more just and democratic society. This supplement illustrates what a trust-based approach really means, why it is essential to effective philanthropy, and what will be possible if more funders embrace it. Sponsored by the Trust-Based Philanthropy Project
Event Recap: Rural Impact Investing - Part 1
The Who, What, How and Why Foundations are Advancing Rural Justice with Impact Investing
Event Recap: Rural Impact Investing - Part 2
Centering Accountability: Applying Community-centered and Participatory Practices in Rural Impact Investing
Funder Listening Action Menu
See what funders around the country are doing to listen well in order to shift and share power with the people and communities at the heart of their work. Dozens of real-life examples highlight practices and policies that value lived expertise, improve grantmaking, and advance equity. Get inspired by this collection of insights and ideas to spark the changes you want to see.
Participatory Philanthropy Toolkit Overview
When high-quality listening opens up opportunities for more participatory practices, you can be ready. Find here discussion guides about launching a participatory grantmaking process, concrete tools to help you design and implement your grantmaking program, and reflections on how power shifts can happen in your philanthropy and more broadly.
Funder Collaborative Toolkit
Specially designed for funders working collaboratively with other donors, this toolkit will help you advance listening, inclusivity, and equity. Worksheets walk you through identifying groups that are underrepresented in your collaborative’s decision making and help you create a plan to start making change.
Catalytic Leadership Academy
On-Ramp to Catalytic Philanthropy, provides training, community, and support to venture out into your community, listen deeply, and nurture relationships. This program will build your confidence and openness to pursuing new pathways in your philanthropy. It is designed to be a meaningful, transformative experience – one that could significantly shift your view of your role and work.
A Guide for Philanthropy on Partnership to Equitable Shape Public Funding
The CMF Statewide Equity Fund (SEF) was established as a tool for Michigan foundations to pool resources to practice cutting-edge, equity-centered philanthropy. The support and leadership of CMF members helped our community of philanthropy explore ways to equitably shape federal and state investments in communities.
Responsible AI Adoption in Philanthropy
As society grapples with the increasing prevalence of AI tools, the “Responsible AI Adoption in Philanthropy” guide provides pragmatic guidance and a holistic evaluation framework for grantmakers to adopt AI in alignment with their core values. The framework emphasizes the responsibility of philanthropic organizations to ensure that the usage of AI enables human flourishing, minimizes risk, and maximizes benefit.
Climate Risk Index 2025
The Climate Risk Index (CRI) 2025 ranks countries based on the human and economic impacts of extreme weather events, offering a stark reminder of the growing risks posed by climate change. By analyzing the effects of heatwaves, floods, storms, and other climate-related events, the index highlights which countries are most affected and calls attention to the urgent need for stronger resilience and climate action. It is a vital tool for understanding global climate vulnerability and informing policy and advocacy efforts.
State of Nonprofits 2025 What Funders Need to Know
In CEP’s third annual State of Nonprofits report, nonprofits report difficulty pursuing their missions in a complex environment shaped by the current political climate and future economic uncertainty.
Bridging the Gap: Grantee Perspectives on Intermediary Funders | The Center for Effective Philanthropy
Intermediaries – a term which refers to many kinds of entities that are regrantors of philanthropic dollars – have been the subject of increased support and attention in recent years. While there has been much discussion about why funders may choose to use intermediaries, relatively little is known about the experience of those funded by intermediary organizations. The largest study of grantee experiences with intermediary funders to date raises important considerations for all funders.
Principles for Good Governance and Ethical Practice Resource Center - Independent Sector
The Principles for Good Governance and Ethical Practice outlines 33 principles of sound practice for charitable organizations and foundations related to legal compliance and public disclosure, effective governance, financial oversight, and responsible fundraising.
Capacity Building Partners
The Capacity Building Partners offers a collection of training sessions and expert-led presentations designed to strengthen the nonprofit and philanthropic sector. Organized by thematic categories such as Artificial Intelligence, Communications, Data Evaluation, Facilitation, Operations, and Organizational Culture.
Principles for Good Governance and Ethical Practice Resource Center - Independent Sector
CompassPoint provides a list of helpful templates, articles, checklists and more that are sure to be a great addition to your toolbox.
Coaching and Philanthropy Project
The Coaching and Philanthropy Project was created to assess and advance coaching as a strategy for building effective nonprofit organizations.
Building Evidence
The resources from the Annie E. Casey Foundation lay the blueprints for healthy youth development, Using rigorously-evaluated evidence-based programs to promote child well-being.
Authorized Voice & Power in the Boardroom
A guide for foundation boards seeking to center community voice in their leadership and governance. Grounded in the Purpose-Driven Board Leadership (PDBL) framework, the resource invites boards to rethink their role and share power with the communities they serve. It provides both a conceptual framework and practical steps to transform board structure, culture, and composition in ways that advance equity, trust, and long-term impact.
Toward Meaningful, Valuable, Equitable Governance
This guide explores how philanthropic governance can evolve to help grantmakers become more agile, responsive, and effective partners to nonprofits and communities. Designed for board members and staff leaders, the resource highlights emerging practices and practical approaches to strengthen governance—supporting organizations in rethinking purpose, roles, relationships, and decision-making processes to move from intention to action.