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Africa's Turn: A New Green Revolution for the 21st Century
Rockefeller
This report describes the challenges of extending the first Green Revolution, a carefully crafted philanthropic effort from 1960 to 1985 that dramatically improved crop harvests in Latin America and Asia, to small farms in Africa.
DOWNLOAD: here
KEYWORD(s): Private/Independent Foundations, Strategic Philanthropy,Economic and Community Development,Africa (Sub-Saharan)

Alliance Magazine
Allavida
Published by Allavida, a UK-based international NGO, Alliance is a quarterly magazine on philanthropy and social investment across the world. It tracks the latest trends and developments providing expert analysis from northern and southern perspectives.
BUY: here
KEYWORD(s): Philanthropy in Other Countries, General International, Research/Trends, Strategic Philanthropy, Globalization, Grassroots,Global

American Philanthropic Foundations: Emerging Actors of Globalization and Pillars of the Transatlantic Dialogue
Benoit Chervalier
German Marshall Fund for the United States
This paper illustrates the increase in power of American philanthropic foundations in discussions dealing with globalization and international development. This research was presented at the Annual Bank Conference on Development Economics co-hosted by the World Bank and the Ministry of Finance of Japan in Tokyo.
DOWNLOAD: here
KEYWORD(s): Globalization, Research/Trends,Economic and Community Development,North America

Bar Association Task Force Revisits Private Foundation Rules: Implications for Foreign Grantmaking
By Richard S. Gallagher, Foley & Lardner
Council on Foundations, Legal Dimensions of International Grantmaking
A task force of the Exempt Organizations Committee of the Section of Taxation of the American Bar Association is working on suggestions for revising the rules governing U.S. private foundations, including rules on international grantmaking. This article focuses on issues that hold particular interest for private foundations involved in international grantmaking and activities.
DOWNLOAD: here
KEYWORD(s): Grantmaking Basics, Legal

Beyond Our Borders: A Guide to Making Grants Outside the U.S., Third Edition
By John A. Edie and Jane C. Nober
Council on Foundations
This specialized guide is essential if you are considering making grants outside the United States. Learn the legal and technical requirements necessary to comply with U.S. laws and regulations that permit grants to non-U.S. organizations. This book also includes information on grants for IRS-recognized charities with non-U.S. activities, direct corporate giving programs, public charities and private foundations.
BUY: here
KEYWORD(s): Anti-terrorism, Corporate Grantmakers, Community Foundations, General International, Grantmaking Basics, Legal

Building the Global Infrastructure for Philanthropy
A speech presented by Barry Gaberman, Senior Vice President, The Ford Foundation at the Center for Public and Nonprofit Lea
Presented at the Nielson Seminar series, this paper provides a sense of what the institutions of civil society are and why we should care about them. The paper goes on to identify the components of an enabling environment for the development and sustainability of a vibrant civil society.
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KEYWORD(s): Philanthropy in Other Countries, Strategic Philanthropy, Globalization,Global

Charity Governance After Sarbanes-Oxley
By Joshua Mintz, John D. and Catherine T. MacAurthur Foundation and John P. Vail, Quarles and Brady LLP
Council on Foundations, Legal Dimensions of International Grantmaking
This article provides a quick guide to the major changes that the Sarbanes-Oxley Act of 2002 required of public companies and how grantmakers might evaluate whether to adopt similar reforms. It is designed to help grantmakers analyze their current practices and think about additional safeguards. Also included are principles of good governance.
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KEYWORD(s): Corporate Grantmakers, Legal

Community foundations: Symposium on a global movement
By Eleanor Sacks
Worldwide Initiatives for Grantmaker Support (WINGS)
This report is an analysis of major discussion areas from the first global meeting of community foundations organised in 2004 by Worldwide Initiatives for Grantmaker Support (WINGS). The report demonstrates through examples of shared learning that community foundations can learn from each others’ experience, however different places seem.
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KEYWORD(s): Philanthropy in Other Countries, Community Foundations, Diaspora Giving,Global

Conducting Overseas Site Visits
By Victoria B. Bjorklund and Jennifer I. Goldberg, Simpson, Thatcher & Bartlett
Legal Dimensions of International Grantmaking, Council on Foundations
This article discusses how U.S. charities may use site visits to ensure, for themselves, their donors, and in some cases, the Internal Revenue Service, that foreign activities are being conducted in conformity with the missions and standards of the U.S. charity and that funds are used for the purposes for which grants were made.
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KEYWORD(s): Accountability, Grantmaking Basics, Legal

Corporate Giving: Options and Strategies
Council on Foundations
This updated resource combines a big picture overview of corporate philanthropy with the operational steps involved in formalizing a giving program. Learn when a corporate foundation or a corporate giving program makes more sense. Topics include start-up, legal, and regulatory issues; strategic planning; organizational structure; grantmaking basics; and communications. More than just a guide, this book connects grantmakers with the information to run programs that meet the highest standards of corporate philanthropy.
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KEYWORD(s): Corporate Grantmakers, Research/Trends,North America

Donor Advised Funds Provide the Majority of Grant Funds Awarded by Community Foundations
Council on Foundations
Just how vital are donor advised funds to the health and welfare of our communities—now and in the future? A Council report, “Donor Advised Funds Provide the Majority of Grant Funds Awarded by Community Foundations,” reveals a host of facts about these funds and their role in addressing societal needs. Results are based on a survey by the Council on Foundations.
DOWNLOAD: here
KEYWORD(s): Research/Trends, Community Foundations,North America

Donor-Advised Funds and International Grantmaking
Legal Dimensions of International Grantmaking, Council on Foundations
In June 2004, in preparation for an oversight hearing on tax laws for charitable organizations, the Senate Finance Committee's staff released a bipartisan discussion draft proposing a number of reforms in the law of tax-exempt organizations. This article discusses two proposals dealing with donor-advised funds that are particularly relevant to international grantmakers.
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KEYWORD(s): Anti-terrorism, Corporate Grantmakers, Community Foundations, Legal, Public Charities

Donors Ourselves: Rural Development Philanthropy from East Tennessee to East Africa and Beyond
Edited by: Katharine Pearson Criss
Center for Rural Strategies
Part of the Community Philanthropy Initiative of the Center for Rural Strategies, the book contains essays about the experiences of East Tennessee Foundation and Kenya Community Development Foundation leaders and the development of these two very different yet similar institutions; voices from the global perspective on the principles of effective community/rural development philanthropy and a partial list of resource institutions for those interested in information about this work.
BUY: here
KEYWORD(s): Community Foundations, Grassroots Organizations,Economic & Community Development,Africa, North America

Due Diligence: Comparing Current Best Practice at The Asia Foundation with the Treasury Guidelines
By Barnett Baron
Asia Foundation
This paper was presented at the "Seminar on Responsible International Grantmaking Post-September 11" co-sponsored by United Way International and the Council on Foundations and held in Alexandria, Virginia.
DOWNLOAD: here
KEYWORD(s): Legal, Anti-terrorism

Equivalency or Expenditure Responsibility? A Guide in Plain English
By Betsy Adler and Stephanie Petit, Silk, Adler and Colvin
Legal Dimensions of International Grantmaking, Council on Foundations
A private foundation that wants to make a cross-border grant must consider the tax technicalities of making a grant to a non-U.S. organization. This article is a systematic analysis of the choices available to the private foundation.
DOWNLOAD: here
KEYWORD(s): Corporate Grantmakers, Grantmaking Basics, Legal, Private/Independent Foundations

Expenditure Responsibility Step by Step, Third Edition
By John A. Edie
Council on Foundations
Expenditure responsibility gives a private foundation an additional way to make grants to an entity that is not a 501(c)(3) public charity. These steps are clearly and authoritatively laid out in this comprehensive guide, which includes extensive sample forms and documents. This book is a must-read for any foundation seeking to expand its overseas or nontraditional grantmaking.
BUY: here
KEYWORD(s): Anti-terrorism, Corporate Grantmakers, Community Foundations, General International, Grantmaking Basics, Legal

Factors Affecting Maquiladora Charitable Giving along the U.S. Mexican Border
International Community Foundation, the Synergos Institute, Crossborder Business Associates, the Fundación, Empresarial Son
This study of charitable corporate giving trends along the border provides an initial assessment of general levels of giving by Mexico's maquiladora industry to better understand their philanthropic policies; to identify and describe specific cases of outstanding community participation within the maquiladora sector; and to assess some of the outreach efforts of non-profit groups that are active in maquiladora communities.
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KEYWORD(s): Corporate Grantmakers, Research/Trends,Latin America and the Caribbean, North America

Federal Anti-Terrorism Measures: How Foundations and Corporate Grantmakers are Responding
By Rob Buchanan
Legal Dimensions of International Grantmaking, Council on Foundations
Following the terrorist attacks of September 11, 2001, many Council members reviewed their grant procedures in light of the Treasury Guidelines, the Executive Order and the Patriot Act. Based on an informal survey of the Council’s international grantmaking members, this article determines how international grantmakers are responding to federal anti-terrorism policies.
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KEYWORD(s): Anti-terrorism, Corporate Grantmakers, Community Foundations, Legal, Private/Independent Foundations

Foreign Corrupt Practices Act: Compliance Issues for Corporate Donors
By Stephen Curran, The Boeing Company
Legal Dimensions of International Grantmaking, Council on Foundations
The author discusses the legal elements of the Foreign Corrupt Practices Act (FCPA) and the steps corporations can take to help ensure FCPA compliance in this easy to understand article.
DOWNLOAD: here
KEYWORD(s): Legal, Corporate Grantmakers

Giving in Numbers, 2008 Edition
Committee Encouraging Corporate Philanthropy
Corporate giving exceeded $11.6 billion in 2007, according to the latest data released by the Committee Encouraging Corporate Philanthropy (CECP). “Giving in Numbers, 2008 Edition,” presents findings from the CECP Corporate Giving Standard philanthropy measurement initiative, which surveyed 155 companies about their 2007 corporate giving initiatives. The data includes total cash and noncash giving, beneficiary categories, corporate contributions staffing, grant approval policies, and volunteer hours.
DOWNLOAD: here
KEYWORD(s): Corporate Grantmakers, Research/Trends,North America

Global Civil Society 2004/5
Edited by Helmut Anheier, Mary Kaldor, Marlies Glasius
Sage Publications in association with the Centre for the study of Global Governance and Civil Society at the London School
This book is intended to stimulate thinking around the forces that shape civil society and influence global processes. As with previous editions, the 2005 Yearbook, is organized into four parts that include a conceptual discussion on the meaning of global civil society, case studies that explore the role of global civil society in influencing specific global issues, the political and practical preconditions for global civil society to operate, and finally, a statistical analyses of the contours of global civil society.
BUY: here
KEYWORD(s): General International, Globalization, Grassroots Organizations,Economic and Community Development, Environment, Women & Children,Global

Global Giving Matters
Synergos, World Economic Forum and the Global Philanthropists Circle
Global Giving Matters is a newsletter on best practices and innovations in individual and family philanthropy and social investment. It is produced jointly by Synergos and the World Economic Forum (WEF) for members of WEF and the Global Philanthropists Circle (GPC).
DOWNLOAD: here
KEYWORD(s): Philanthropy in Other Countries, General International, Research/Trends, Strategic Philanthropy, Globalization, Grassroots,Global

Global Giving, Making a World of Difference
By Paula Johnson
The Philanthropy Institute
This is a primer for donors interested in entering the arena of global philanthropy. It describes, through donors' stories, motivating factors for entering the field, dicusses various giving options and provides a list of resources and networking opportunities.
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KEYWORD(s): General International, Globalization, Grantmaking Basics, Intermediaries/Funding Partners

Global Social Investing: A Preliminary Overview
The Philanthropic Initiative
Global philanthropy is poised for take off. Growing interdependence argues for global approaches to global issues, yet little information exists on the sources, levels, purposes, mechanisms or impact of global social investment worldwide. In this report, author Paula Johnson discusses the obstacles that have barred the widespread practice of global social investing as well as its tremendous potential to address critical global problems.
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KEYWORD(s): Building Global Philanthropy, Globalization, Grantmaking Basics, Strategic Philanthropy

Globalization and Grantmakers: Demystifying the Issues, Actors and Funding Opportunities
By Carolyn Deere
The Funders Network on Trade and Globalization
This report examines the intersection between globalization and grantmaking. It presents a landscape of the key issues and concepts within the globalization debate and an overview of funder activity and strategies.
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KEYWORD(s): Globalization, Strategic Philanthropy,Economic and Community Development

Going Global for the Greater Good: Succeeding as a Nonprofit in the International Community
By Bonnie Koenig
Jossey-Bass
This book outlines a number of approaches that a nonprofit can take to enhance their international engagement, while remaining true to the mission of their organization and without dramatically altering existing programs or operations.
BUY: here
KEYWORD(s): Strategic Philanthropy, General International, Globalization,Global

GrantCraft Guide to International Grantmaking
GrantCraft
This guide describes why grantmakers fund internationally, explains regulations governing cross-border grantmaking, discusses options for grantmakers including making grants to intermediary organizations, and provides a list of major organizations offering information and advice to international funders.
DOWNLOAD: here
KEYWORD(s): International Grantmaking Basics, General International,Global

Grantmaking and Embargoed Countries: an Overview Using Kosovo as a Case Study
By Timothy S. Burgett, World Vision International and Timothy R. Lyman, Day Berry and Howard Foundation
Legal Dimensions of International Grantmaking, Council on Foundations
The authors provide an overview of the limitations of funding in embargoed countries. They highlight the fact that exceptions or licenses are available that will authorize humanitarian (and other types of nonprofit) activities in sanctioned or embargoed regions.
DOWNLOAD: here
KEYWORD(s): Anti-terrorism, Disaster Relief, Legal,Europe

Grantmaking by Private Foundations in the International Arena
By Thomas Chomicz, Wilson and McIlvaine
Legal Dimensions of International Grantmaking, Council on Foundations
If a private foundation elects to make a grant to a charity that is not a "public charity" or a grant to a non-charitable organization for a charitable purpose, the foundation must exercise "expenditure responsibility" to avoid being subject to penalty. This article clearly describes the steps involved in carrying out expenditure responsibility.
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KEYWORD(s): Grantmaking Basics, Legal, Private/Independent Foundations

Grantmaking by U.S. Foundations in Canada
By Blake Bromley
Legal Dimensions of International Grantmaking, Council on Foundations
A Canadian lawyer provides a plain language primer on the legal issues faced by U.S. foundations making grant in Canada. The author also identifies successful strategies to fund Canadian organizations.
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KEYWORD(s): Legal, Strategic Philanthropy,North America

Grantmaking in an Age of Terrorism: Some Thoughts About Compliance Strategies
By Janne G. Gallagher
Legal Dimensions of International Grantmaking, Council on Foundations
The author recommends four steps for complying with the Executive Order 13224, the USA Patriot Act, and other laws and regulations that prohibit financial transactions with terrorists and their supporters. This article also discusses considerations for a compliance program and how complex and expensive that compliance program needs to be.
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KEYWORD(s): Anti-terrorism, Corporate Grantmakers, Community Foundations, Legal

Grantmaking in Mexico
By Vivian L. Cavalieri, Caplin and Drysdale
Legal Dimensions of International Grantmaking, Council on Foundations
This article concisely describes the ease of grantmaking to Mexican charities with the adoption of the U.S.-Mexico income tax treaty.
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KEYWORD(s): Grantmaking Basics, Legal,Latin America and Caribbean, North America

Handbook on Counter-Terrorism Measures: What U.S. Nonprofits and Grantmakers Need to Know
Council on Foundations, Independent Sector, InterAction Day and the Berry & Howard Foundation.
This publication is a plain language guide to Executive Order 13224, the Patriot Act, embargoes and sanctions, IRS rules, Treasury Department voluntary guidelines, and USAID requirements.
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KEYWORD(s): Anti-terrorism, Grantmaking Basics, Legal

How a Private Foundation Can Use Friends of Organizations
By Victoria B. Bjorklund and Jennifer I. Reynoso, Simpson Thacher and Bartlett LLP
Legal Dimensions of International Grantmaking, Council on Foundations
This article discusses how U.S. private foundations can give overseas indirectly through a "Friends of" organization. In doing so, the article answers the following question: How can a private foundation fund an overseas project without having to conduct expenditure responsibility and without directly undertaking an extensive and expensive due diligence investigation of the foreign recipient?
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KEYWORD(s): Corporate Grantmakers, Grantmaking Basics, Grassroots Organizations, Intermediaries/Funding Partners, Legal, Private/Indepe

How to Change the World: Social Entrepreneurs and the Power of New Ideas
by David Bornstein
Oxford University Press
This book profiles individuals, from the United States and other countries like Brazil, India and Hungary, who question the status quo and exploit new opportunities to "solve social problems on a large scale."
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KEYWORD(s): General International, Globalization, Grassroots Organizations,Economic and Community Development

Index of Global Philanthropy
Hudson Institute
The inaugural issue of this new annual Index measures the sources and magnitude of U.S. private giving -- more than three and a half times U.S. official aid -- showing that Americans are far from "stingy."
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KEYWORD(s): Community Foundations, Corporate Grantmakers, General International, Globalization, Research/Trends,Global

International Connections: Resources That Support the Growth and Development of Community Foundations Globally
By Eleanor W. Sacks
WINGS-CF and the Charles Stewart Mott Foundation
This report provides an overview of resources available worldwide to advance community foundation development. In particular it looks at how international and transnational resources assist the formation and strengthening of these essentially local organizations.
DOWNLOAD: here
KEYWORD(s): Community Foundations, Globalization, Philanthropy in Other Countries

International Donor-Advised Funds
By Betsy Buchalter Adler, Silk, Adler and Colvin
Legal Dimensions of International Grantmaking, Council on Foundations
Questions of donor control over an advised-fund is of particular importance when the ultimate recipient is a foreign charity. This article discusses a Financial Accounting Standards Board (FASB) accounting standard that provides strict rules under which auditors may treat advised funds as the property of the public charity to which they are given.
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KEYWORD(s): Community Foundations, Corporate Grantmakers, Intermediaries/Funding Partners, Legal, Public Charities

International Grant Making: Funding With a Global View
GrantCraft, Ford Foundation
In this guide from GrantCraft, a project of the Ford Foundation, grantmakers describe the benefits and challenges of bringing a global perspective to their work. The guide explains the regulations that govern cross-border grant making and weighs the merits of working through intermediaries and funding directly outside the United States.
DOWNLOAD: here
KEYWORD(s): Grantmaking Basics, Intermediaries/Funding Partners

International Grantmaking after September 11: Dealing with Executive Order 13224 and the USA Patriot Act
By Timothy R. Lyman, Michael G. Considine and Jennifer L. Sachs, Day Berry and Howard Foundation
Legal Dimensions of International Grantmaking, Council on Foundations
This article summarizes provisions within Executive Order 13224 and the USA Patriot Act that may be of particular concern to U.S. grantmakers engaged in international grantmaking, and suggests steps that grantmakers can take to comply with these laws.
DOWNLOAD: here
KEYWORD(s): Anti-terrorism, Legal

International Grantmaking III: An Update on U.S. Foundation Trends, Third Edition
The Foundation Center with the Council on Foundations
This book is a joint effort of the Council on Foundations and the Foundation Center. Prepared as an update to the 2000 International Grantmaking II study, this report examines perspectives on the post-9/11 funding climate and the current outlook for the field based on a 2004 survey of 64 leading U.S. international grantmakers. International Grantmaking III also examines patterns in international giving based on the grants of more than 1,000 larger U.S. foundations. In particular, the study analyzes shifts in giving priorities, countries/regions targeted for support, and the impact of the new large funders.
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KEYWORD(s): Community Foundations, Corporate Grantmakers, General International, Globalization, Grantmaking Basics, Research/Trends,Economic and Community Development, Education, Environment, Health, Human Rights and Conflict Resolution, International Aff,Global, Africa (Sub-Saharan), Asia, Europe, Latin America and the Caribbean, Middle East and North Africa

Intersections: Confronting the Climate Challenge
Environmental Grantmakers Association
Environmental Grantmakers Association
Climate change is an all-encompassing issue whose impact reaches beyond the environment, extending into almost every facet of society and the economy. Although there is a growing desire to address this problem, it may not be apparent to foundations how they can engage, given their missions. "Intersections" shows linkages between climate and many other issues funders are already tackling and suggests grantmaking strategies that can produce positive outcomes for both the foundation's mission and the climate.
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KEYWORD(s): Strategic Philanthropy, Grantmaking Basics,Environment,Global

IRS Affirms Streamlined Approach to International Grantmaking by Foundations
Legal Dimensions of International Grantmaking, Council on Foundations
This article discusses the implications of a general information letter secured by the Council on Foundations from the Internal Revenue Service (IRS) affirming that private foundations may use expenditure responsibility procedures for most of their international grants.
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KEYWORD(s): Grantmaking Basics, Legal

Landscape of Philanthropy and Civil Society in Turkey
Filiz Bikmen
Third Sector Foundation of Turkey
The report extracts findings from two comprehensive studies and examines the themes of individual participation and civil society organizations from a multitude of perspectives in an attempt to identify key challenges and opportunities for promoting social change and development in Turkey.
DOWNLOAD: here
KEYWORD(s): Philanthropy in Other Countries, Research/Trends,Asia, Europe

Legal Dimensions of International Grantmaking
Council on Foundations
This series of articles is published quarterly by the Council on Foundations. These articles by legal experts cover a wide range of topics including anti-terrorism compliance, use of intermediary and "friends of" organizations, international grantmaking by private foundations, conducting overseas site visits, supporting microfinance abroad, and more.
DOWNLOAD: here
KEYWORD(s): Anti-terrorism, Corporate Grantmakers, General International, Grantmaking Basics, Legal

May a Private Foundation Make an International Grant That Includes Political Advocacy?
By Gregory E. Siegler and Gregory L. Colvin, Silk, Adler and Colvin
Legal Dimensions of International Grantmaking, Council on Foundations
Because there is no body of law created specifically for international grantmaking activities, answering this question requires applying the same laws that govern private foundations domestically to their international grantmaking activities. This article discusses the tax laws that affect advocacy activities at home and possible scenarios for funding similar activities abroad.
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KEYWORD(s): General International, Legal,Advocacy

Muslim Charities and the War on Terror
OMB Watch
This paper lists dicusses how the government’s anti-terrorism actions following 9/11 have impacted U.S. Muslim charities. Part 2 of this paper provides an update on charities that have been shut down by the Treasury Department or made the target of official investigations.
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KEYWORD(s): Anti-terrorism, Legal

New Horizons in Family Giving: The Impact and Experience of International Grantmaking from a U.S. Perspective
By Susan Cornell Wilkes
Council on Foundations
Gain insight into the role of family foundations as global grantmakers and read sample stories of families whose horizons have been expanded through their international philanthropy. This paper also lists resources to help family foundations find appropriate grantees or partner organizations in specific areas of international interest, both in the United States and overseas.
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KEYWORD(s): General International, Globalization, Private/Independent Foundations, Strategic Philanthropy

Online Philanthropy Markets: From 'Feel-Good' Giving to Effective Social Investing?
David Bonbright, Natalia Kiryttopoulou and Lindsay Iversen
Keystone
Keystone takes a critical look at the rapidly expanding phenomenon of online philanthropy markets. The study, funded by the Aspen Institute’s Nonprofit Sector Research Fund, finds that most internet-based markets do not yet promote social investments that transcend the traditional “feel good” approach. It examines the variety of online giving mechanisms and recommends ways to increase their individual and collective effectiveness.
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KEYWORD(s): research/trends, strategic philanthropy,North America

Philanthropy and Homeland Security
By Barnett Baron
Foundation News and Commentary
In response to the terrorist events of 9-11, the U.S. government took three measures that directly affected international grantmaking by American foundations. The author discusses the issues raised by these measures: the need to adopt a risk-based approach to regulating international grantmaking; the likelihood that there are other, uninvestigated sources of terrorist financing; and the likelihood that a significant source of funding for terrorist activities comes from an unregulated source--cash transfers from religious congregations.
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KEYWORD(s): Anti-Terrorism, Legal

Philanthropy and Post-911 Policy Five Years Out
By Nancy Billica, Ph.D.
Urgent Action Fund
This report assesses the international impacts of counter-terrorism measures that were put in place after the terrorist attacks of September 11, 2001. The author notes that international grantmakers face major restrictions despite the lack of hard evidence that nonprofits are the source of any systematic or widespread violations of law or connections with terrorism.
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KEYWORD(s): Anti-terrorism, Legal,Advocacy,Global

Philanthropy and Social Justice in Islam: Principles, Potentials, and Practices
Dr. Samiul Hasan
A.S. Noordeen, Kuala Lumpur
The book analyses the principles and practices of philanthropy and distributive justice in Islam. It argues that the accomplishment of philanthropy as commanded by the fundamental tenets of Islam has the potential of optimizing impacts of philanthropic activities and thereby augmenting distributive justice in Muslim societies.
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KEYWORD(s): Philanthropy in Other Countries, General International,Middle East & North Africa

Philanthropy and Social Justice in Islam: Principles, Potentials, and Practices
A.S. Noordeen, Kuala Lumpur
The book analyses the principles and practices of philanthropy and distributive justice in Islam. It argues that the accomplishment of philanthropy as commanded by the fundamental tenets of Islam has the potential of optimizing impacts of philanthropic activities and thereby augmenting distributive justice in Muslim societies.
BUY: here
KEYWORD(s): Philanthropy in Other Countries, General International,Middle East and North Africa

Philanthropy in Europe: A Rich Past, a Promising Future
Norine MacDonald and Luc Tayart de Borms, Eds
European Foundation Centre
As the title suggests, philanthropy in Europe is rooted in a rich past and is looking to a promising future. This book, comprising profiles and essays, showcases the diversity of philanthropic impulses, a leitmotif that has fuelled the dynamism of the sector throughout history. This dynamism continues today as it follows - and shapes - the contours of Europe’s evolving social, political and economic fabric. To get a copy, email efc@efc.be; or publishing@alliancemagazine.org
KEYWORD(s): Research/Trends, Philanthropy in Other Countries,Europe

Principles of International Charity
Treasury Guidelines Working Group of Charitable Sector Organizations and Advisors
The Principles were drawn up by representatives of more than 40 charitable sector organizations including the Council on Foundations (the working group coordinator), Independent Sector, InterAction and Grantmakers Without Borders, as an alternative to the U.S. Treasury Department's Voluntary Anti-Terrorist Guidelines.
DOWNLOAD: here
KEYWORD(s): Anti-terrorism, General International, Grantmaking Basics, Legal

Private Ruling Takes Pragmatic Approach to International Re-granting
By Milton Cerny and Beth Sellers, Caplin and Drysdale
Legal Dimensions of International Grantmaking, Council on Foundations
When a foundation exercises expenditure responsibility in connection with a foreign grant, regranting can raise a number of questions. This article discusses an IRS private letter ruling that takes a pragmatic approach to a few of the issues that can arise in this context.
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KEYWORD(s): Intermediaries/Funding Partners, Legal, Private/Independent Foundations

Program-Related Investments: Domestic and International
By David S. Chernoff, John D. and Catherine T. MacArthur Foundation
Legal Dimensions of International Grantmaking, Council on Foundations
This article reviews the general rules for Program-Related Investments (PRIs), provides examples of innovative investing and sets out the special issues that may arise when foundations make international PRIs.
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KEYWORD(s): Grantmaking Basics, Grassroots Organizations, Legal,Economic and Community Development

Public-Private Alliances for Transformational Development
U.S. Agency for International Development (USAID), Global Development Alliance
The Global Development Alliance (GDA) was created within USAID to help USAID establish development alliance partnerships with NGOs, foundations, companies and others. This report introduces the GDA business model and describes some of the public-private alliances formed within the GDA business model.
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KEYWORD(s): Corporate Grantmakers, General International, Strategic Philanthropy

Recommendations to Safeguard International Grantmaking and Ensure More Effective Compliance with the Voluntary Financing Gu
Legal Dimensions of International Grantmaking, Council on Foundations
Excerpts from comments filed June 20, 2003, by the Council on Foundations with David Aufhauser, general counsel of the Department of the Treasury in response to “U.S. Department of the Treasury Anti-Terrorist Financing Guidelines: Voluntary Best Practices for U.S. Based Charities.”
DOWNLOAD: here
KEYWORD(s): Anti-terrorism, Legal

Rules of the Road: a Guide to the Law of Charities in the United States
By Betsy Buchalter Adler
Council on Foundations
This master reference alerts you to the legal fundamentals governing U.S. grantmaking and eases your way through the maze of tax laws, U.S. treasury regulations and IRS rules. You will learn the requirements an organization must satisfy to qualify as a tax-exempt charity, how an organization and its donors both benefit from tax-exempt charitable status, the distinctions between public charities and private foundations, and what lobbying foundations can and cannot do. The publication also includes guidelines for governance and accountability and sample articles of incorporation, pertinent IRS forms and suggestions for further reading.
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KEYWORD(s): Corporate Grantmakers, Community Foundations, Grantmaking Basics, Legal

Seeking a Safe Harbor
By Martin B. Schneiderman, Information Age Associates
Foundation News and Commentary, Council on Foundations
This article discusses the uses of technology to facilitate compliance with the USA Patriot Act and Executive Order 13224.
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KEYWORD(s): Anti-terrorism, Grantmaking Basics, Legal

Simpler Approaches to Cross-Border Giving through Domestic Collaborations: A Post –September 11 Update
By Timothy R. Lyman and Edgardo Ramos, Day Berry & Howard Foundation
Legal Dimensions of International Grantmaking, Council on Foundations
This article discusses how a U.S. private foundation and corporation can accomplish their foreign funding objectives by collaborating with a U.S. public charity. The authors list the necessary components of a successful collaboration, relevant tax issues and the types of collaborations. Finally, this article examines the anti-terrorism compliance issues to bear in mind when working with a funding partner.
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KEYWORD(s): Anti-terrorism, Corporate Grantmakers, Community Foundations, Intermediaries/Funding Partners, Legal, Strategic Philanthrop

Supporting Microfinance Abroad: Introductory Legal Issues
By Timothy R. Lyman, Day Berry and Howard Foundation
Legal Dimensions of International Grantmaking, Council on Foundations
This article discusses the types of microfinance projects that funders may support, types of support for microfinance and related legal issues. The authors also outline a few simple approaches that would permit grantmakers to start funding microfinance abroad without designing a specialized program.
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KEYWORD(s): Grantmaking Basics, Grassroots Organizations, Legal

Supporting Organizations in International Grantmaking: A Recent Ruling Shows this is an Ideal Tool for Major Support to a F
By Timothy R. Lyman, Day Berry & Howard Foundation
Legal Dimensions of International Grantmaking, Council on Foundations
A supporting organization offers U.S. foundations and corporations a way to provide major support to a foreign charity with potentially all the convenience of domestic grantmaking. This article defines a supporting organization and discusses the advantages and challenges of using them as a vehicle for international grantmaking.
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KEYWORD(s): Grantmaking Basics, Intermediaries/Funding Partners, Legal, Public Charities

The 2006 Corporate Contributions Report
by Sophia A. Muirhead, Conference Board
The Conference Board’s fiscal 2005 survey of corporate contributions was conducted between March and July 2006. Apart from reporting on total international contributions, the paper benchmarks international contributions as a percent of pre-tax income, worlwide sales, worldwide employees, and cash versus non-cash international contributions.
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KEYWORD(s): Corporate Grantmakers, Research/Trends,Global

The Debate Over Anti-terrorism Certification
By Andrew Schulz
Legal Dimensions of International Grantmaking, Council on Foundations
In an effort to ensure that charitable resources are used exclusively for charitable purposes and not used to support terrorist activity, organizations may choose to require grantees to certify that they do not and will not knowingly provide material support to any individual or entity furthering terrorist activities. This article discusses why some charities believe that certification is a valuable tool, while others argue that it is worthless and potentially dangerous. Also included are examples of certification language.
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KEYWORD(s): Anti-terrorism, Legal

The International Charitable Nonprofit Subsector in the United States
By Elizabeth Reid, Janelle Kerlin
Urban Institute
This monograph addresses some of the shortcomings in current literature and data by providing the first systematic look at the international nonprofit subsector in the United States using descriptive statistics and data obtained from the National Center for Charitable Statistics (NCCS) at the Urban Institute.
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KEYWORD(s): General International, Grassroots Organizations

The Poor Philanthropist: How and Why the Poor Help Each Other
By Susan Wilkinson-Maposa, Alan Fowler, Ceri Oliver-Evans and Chao F.N Mulenga
Cape Town, South Africa: Compress
Based on qualitative research findings and country reports, this book attempts to understand how and why people who are poor help each other.
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KEYWORD(s): General International, Grassroots Organizations, Grantmaking,Global, Africa (Sub-Saharan)

The Principles of International Charity: An Effective Alternative to the Voluntary Guidelines
By Sharon P. Light, Caplin & Drysdale
Legal Dimensions of International Grantmaking, Council on Foundations
In March 2005, the Principles of International Charity were submitted to the Treasury Department as an alternative to the Treasury Department's Anti-terrorism Voluntary Guidelines. Developed by a coalition of more than 40 U.S. charities, the Principles identifies eight principles to guide the anti-terrorism efforts of charities. This article discusses the changing legal environment and compares the Principles of International Charity with the Treasury Department's Voluntary Guidelines.
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KEYWORD(s): Accountability, Anti-terrorism, Legal

The World bank and Foundations: Good Practices for Partnerships
By Eleanor E. Fink and Katrinka Ebe
World Bank
This publication on good practices aims to provide a better understanding of the benefits of engaging in Bank/foundation partnerships and how best to build such partnerships. The report offers several case studies to help foundations better understand some of the different modalities for partnering with the World Bank. This is also intended as a guide for Bank staff in developing relations with foundations.
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KEYWORD(s): Philanthropy in Other Countries, General International, Strategic Philanthropy, Globalization, Intermediaries/Funding Partn,Global

Treasury Guidelines Working Group Comments on U.S. Department of Treasury Anti-Terrorist Financing Guidelines
Treasury Guidelines Working Group
These comments were submitted by the Treasury Guidelines Working Group, representing more than 40 U.S. charities, foundations, religious organizations, corporations, umbrella associations, watchdog groups and advisors, in response to the invitation for public comments on the revised "Anti-Terrorist Financing Guidelines: Voluntary Best Practices for U.S.-based Charities" issued on December 5, 2005 by the U.S. Treasury Department.
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KEYWORD(s): Legal, Anti-Terrorism

U.S. in the World: Talking Global Issues: A Practical Guide
Rockefeller Brothers Fund and The Aspen Institute
This publication is designed to help experts, professional communicators, elected officials, candidates, journalists, advocates, and any individual who wants to talk with other Americans about America's role in the world. The book features communications pointers, core arguments as well as facts intended to engage the public.
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KEYWORD(s): General International, Globalization,International Affairs,Global

What is Behind the Foreign Public Charity Equivalence Affidavit?
By Betsy Buchalter Adler and Ingrid P. Mittermaier, Silk, Adler and Colvin
Legal Dimensions of International Grantmaking, Council on Foundations
Several years ago, the Internal Revenue Service (IRS) issued a ruling known as Revenue Procedure 92-94 to allow private foundations to rely on an affidavit of the grantee. This article provides a handy reference to help private foundations making the foreign charity equivalence determination to explain the affidavit to potential grantees.
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KEYWORD(s): Grantmaking Basics, Legal, Private/Independent Foundations

Working with Intermediaries: Global Grant Making through Partner Organizations
GrantCraft
Making grants through an intermediary is often the simplest way to fund internationally, and sometimes the most effective. GrantCraft asked a handful of experienced grant makers and experts about the keys to finding, working with, and getting the most from international intermediaries. How does the relationship between donor and intermediary really work?
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KEYWORD(s): Strategic Philanthropy, Intermediaries/Funding Partners,North America

World Bank Community Foundation Initiative Evaluation Report
Yumi Sera and Dorothy Reynolds
International Programs, Council on Foundations
The Community Foundation Initiative (CFI), a collaboration between the World Bank and the Council on Foundations from 2002 to 2008, grew out of a dialogue between the World Bank and the Council’s International Committee. The CFI sought to build knowledge and interest about community foundations within the World Bank. The initiative was supported by the Ford Foundation, the Charles Stewart Mott Foundation and the World Bank with an advisory committee coordinated by the Council. A community foundation specialist was hired by the Bank and, for the past five years, has worked to raise awareness about the community foundation concept among senior Bank staff. Part of the Bank’s learning has come through the practical experience of funding a few pilot community foundation projects in selected developing countries. An evaluation of the CFI was conducted earlier this year for the Council, the World Bank, Ford and Mott
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KEYWORD(s): Community Foundations, Strategic Philanthropy, Grassroots Organizations,Economic and Community Development,Global

 

 


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