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This primer was developed to educate foundations, individual donors, and other funders about the ways in which guaranteed income and related cash-based policies not only strengthen low and moderate income communities and communities of color, but also build a healthy and more resilient economy for us all.

The COVID-19 global pandemic exacerbated longstanding disparities by race, gender, and socioeconomic status. Individuals, communities, and countries that were already vulnerable were even more at risk. The Choosing Change toolkit can help individual donors and institutional grantmakers at all levels identify proposals and teams whose work addresses the structural inequalities that prevent people from surviving, let alone thriving.
Much has changed since For Momentum’s first survey of corporate decision makers. They have found, across the board, that stakeholders have higher expectations of companies and their cause platforms. Consumers want companies to step up. Nonprofits need company support to build awareness and raise funds. And now, more than ever before, the C-suite sees CSR as a must-have strategy. But how are the corporate partnership decision makers reacting to these increased pressures? For Momentum polled seasoned corporate partner pros to learn more about their partnership perspectives. Their feedback, summarized in this report, provides timely, data-driven insights and comparative analysis to help cause practitioners navigate complexity in the social impact marketplace and set strategy to create next level partnerships.

The second year of the coronavirus pandemic began optimistically with the promise of multiple, effective vaccines. However, 2021 proved to be a challenging and complex year. The pandemic continued to put pressure on economies and societies, exacerbating inequities, and hitting poorer, historically marginalized communities the hardest. Through it all, nonprofits continued to play an essential role, providing critical services, trusted information and a variety of resources.
In the report titled “Philanthropy and COVID-19: Examining two years of giving,” Candid and the Center for Disaster Philanthropy examine $1 billion in philanthropic funding for COVID-19-related efforts during 2021 to see how donors responded in the second year of the pandemic.
This report will assist donors as they consider how to invigorate their COVID-19 giving strategy to support equitable, holistic community recovery from the pandemic.
The Council of New Jersey Grantmakers’ offers listserve services as a benefit of CNJG membership.
CNJG’s listserves facilitate ongoing group e-mail discussions among subscribed members. Members can share information and expertise, ask questions, and gather opinions of colleagues across the network. Listserves also enable members to get the most up-to-date information on related programs being offered throughout the field.
CNJG initially assigns new members to relevant listserves based on your submitted member profile. Contact Craig Weinrich to join any other listserve that interests you. You can unsubscribe from a listserve at any time by using the link found at the bottom of each email sent via the listserve.
In May 2024, our listserve provider updated its email engine, and now the automatic de-duping feature is no longer available, so sending an email to more than one listserve results in multiple emails to the recipient.
If you send an email to a listserve, and it bounces back to you, you are not on that listserve. Please contact Craig to add you to that listserve.
The listserves available are:
Camden Funders - [email protected]
Bergen Funders - [email protected]
Community Foundation CEO’s - [email protected]
CNJG Member CEO's - [email protected]
CNJG Member CFO’s and Finance Managers - [email protected]
CNJG Member Communications Staff - [email protected]
Corporate Funders - [email protected]
COVID-19 Funders - [email protected]
Culture Funders - [email protected]
Disaster Response Funders - [email protected]
Education Funders - [email protected]
Emerging Leaders in Philanthropy - [email protected]
Environmental Funders - [email protected]
Family Funders - [email protected]
Food Funders - [email protected]
Health Funders - [email protected]
Monmouth & Ocean Roundtable of Funders - [email protected]
Newark Funders - [email protected]
New Jersey Census Funders - [email protected]
Paterson Funders - [email protected]
Racial Equity Funders - [email protected]
STEAM Funders - [email protected]
South Jersey Funders - [email protected]
Strong & Thriving Communities - [email protected]
Trenton Area Funders - [email protected]
There are some restrictions for joining listserves:
· only CEOs (or equivalent) can join the CEO listserve;
· only CEOs (or equivalent) of a Community Foundation can join the Community Foundation CEO listserve;
· only CFOs (or equivalent) can join the Financial listserve
· only family foundation staff and trustees can join the Family Funders listserve;
· only corporate giving professionals can join the corporate listserve
Please refer to the Listserves’ Membership Policies below for information on using the listserves.
Philanthropy-serving organizations and their members are eligible for 25% off the subscription price for new subscriptions from Forum members and their member organizations. Inside Philanthropy works every day to explain who's funding what and why. It offers in-depth analyses of foundations and major individual donors found anywhere, along with updates on grants and funding trends.
To receive the discount, use FORUM25 during checkout. When offering this discount to your members, please have them use the same code.
Amalgamated Bank is America’s socially responsible bank that specializes in supporting social change organizations, companies, and people working to make the world more just and sustainable. Nearly 100 years ago, immigrant women union members founded Amalgamated to provide banking service to their own community and to send money back to their mother countries. Since our founding, Amalgamated has been explicitly committed to environmental justice, economic inclusion, and the rights of working people. Today, Amalgamated is a full service financial institution supporting clients in 50 states across their banking, investment, and donor advised fund needs. At Amalgamated, we believe that you do not need to sacrifice services and rates to have a partner aligned with your values.
Banking and Investing With Your Values
Amalgamated Bank and its clients believe that where you bank matters. When you deposit your money at Amalgamated Bank, you know that it is being used in ways that align with your values and not invested in strategies that would further degrade our planet. Amalgamated believe that banks can be a force for good to curb climate change, advocate for gun safety, fight hate, and stand up for racial justice.
Here are some of the ways you can use your organization’s assets to build a more just and sustainable planet.
Bank with Your Values: Everyone’s bank deposits are lent out and invested in strategies that fuel our future economy. Simply, where you bank matters, because banks use your deposits to invest in other people’s ideas. It’s time to make sure that those ideas align with your values. At Amalgamated, we only invest in mission aligned companies and strategies that further a more just and sustainable planet. We lend hundreds of millions of dollars a year to clean energy, affordable housing, , sustainable agriculture, businesses owned by women, immigrants, and people of color, and more.
Invest with Your Values: Amalgamated believes that endowment and reserve account dollars should be used to achieve both a social and financial return. Our investment team specializes in risk adjusted options that screen out extractive industries and channel those resources to mission aligned strategies.
Give with Your Values: Amalgamated’s donor advised fund and pooled fund strategies help you move money to the causes you care about. Donors are able to move grants with ease using our innovative technology and financial acumen. Institutional funders are able to rely on our expert back office to manage their pooled and collaborative funds.
How Amalgamated Helps PSOs and Foundations
Amalgamated Bank is collaborating with United Philanthropy Forum and its members (including CNJG and its members) to offer preferred banking services. Every banking relationship is different, but Amalgamated and the Forum are committed to reducing costs, increasing returns, and improving financial operations. Specifically, CNJG members can expect:
- Discounted banking, depending on the organization’s specific needs
- Preferred private banker who understands the specific needs of PSOs and foundations and mission aligned investing strategies
- Full fee and rate analysis before you move to understand the financial gains of switching to Amalgamated Bank
- Consultation on credit needs including working capital, corporate credit cards, and more
- Bespoke portfolio development for ESG investment products
Learn More
To learn more about partnering with Amalgamated Bank, please visit their website or contact Caitlin Duffy, First Vice President of Philanthropy Banking, at [email protected] or (202) 721-0775.

Based on interviews with more than two hundred philanthropy executives, practitioners, donors, board members, experts, and grantees around the world, this report, What's Next for Philanthropy in the 2020s: Seeing Philanthropy in a New Light, explores what emerging social, economic, and political shifts may mean for the future of philanthropy, charitable giving, and social innovation, and identifies seven "big shifts" that could create fundamental change in the philanthropic landscape.

This work is a joint project of Bridgespan Social Impact, the Global Impact Investing Network (GIIN), PolicyLink, and CapEQ.
Since the social unrest over racial injustice in the summer of 2020, philanthropists, corporations, and impact investors across the United States pledged to invest billions of dollars to advance racial equity. However, recent scrutiny of those commitments reveals that the majority of those dollars remain on the sidelines.
A common hypothesis for the shortfall is the lack of investable “shovel-ready” opportunities. But Bridgespan Social Impact has formally and informally advised organizations seeking to invest for racial equity over the years, and found that hypothesis to be patently untrue. To make the case, Bridgespan is publishing this list of racial-equity funds that emerged from our experience, at the request of multiple funds and potential investors, and alongside the launch of a new racial-equity theme in the IRIS+ family of impact measurement and management guides. It comprises more than 160 funds that explicitly seek to improve the livelihoods of individuals who are Black, Indigenous, and people of color (BIPOC) and their communities. And we’re not done yet.
What is racial-equity investing?
In putting together this list, we chose to characterize “racial-equity investing” as directing capital toward creating equitable opportunities for BIPOC individuals and communities. That often requires shifting decision-making power and redefining risk so that capital flows more freely in service of those opportunities.
Sourcing these funds, we uncovered dozens of creative financing vehicles aimed at building power, creating economic opportunity, and improving livelihoods for communities of color.

In late 2020, the Council on Foundations (the Council) launched the Values-Aligned Philanthropy project to continue to build on their previous efforts within the philanthropic sector to respond to growing concern about the issue of funding hate and extremism. The Council took this step recognizing that while there is significant work being done by grantmakers and social sector leaders across the country to prevent hate funding, there has not been a comprehensive analysis of what has been done and who is doing what from the perspective of philanthropy. The Council believes that mapping the eco-system will provide a baseline for identifying gaps, best practices, and next steps to addressing this problem. Research and writing for the project have been provided by Roey Thorpe, an independent consultant, with guidance from Council staff.

This survey shows a clear relationship between a focus on racial equity and good grantmaking and governance practices. Even though a growing number of funders are focusing on racial equity, foundation boards and staff lack racial diversity. To be powerful allies in the movement for racial equity, leanly staffed foundations must evaluate themselves first.
Mismatched: Philanthropy’s Response to the Call for Racial Justice is the most comprehensive assessment of racial equity and racial justice funding to date, providing a detailed analysis of funding from 2015–2018 and a preliminary analysis for 2020. Written by Malkia Devich Cyril, Lyle Matthew Kan, Ben Francisco Maulbeck, and Lori Villarosa, the report examines trends, contradictions, and divergences in funding for both racial equity and racial justice work.
Governing by-laws for the Council of New Jersey Grantmakers.

Strengthening nonprofit organizations is not just a nice-to-have but an essential part of our work as grantmakers to ensure that nonprofits have the resources they need to address today’s most pressing social concerns. Indeed, the vast majority of staffed foundations — 86 percent — do just that, invest in organizational strengthening in areas such as leadership, fundraising, evaluation, communications and technology.
While capacity building is a critical part of our work, traditional models of capacity building tend not to account for culture, systems and power in their design, too often “rendering them inadequate for communities of color.” The limitations of models that do not consider dynamics of power and issues of equity have never been more apparent than they are now. At the time of this writing, we are navigating a deadly global pandemic and bearing witness to massive protests for racial justice, both of which are bringing renewed attention to the deep and persistent racial inequities that exist in society writ large, including within philanthropic institutions.
In the midst of these seismic societal shifts, our field is taking stock of how we as individuals and institutions are participating in systems that perpetuate inequity, engaging in deep dialogue and reflection on how we can do better, and adopting more equitable and transformative philanthropic practices. And although we must make changes across the breadth of our institutions to become more equitable, capacity building is a particularly powerful case study of how racial inequities show up in our practices and how we can take intentional steps to mitigate those inequities.
Learn how you can register for events online, search the member directory for organizations and colleagues who have the same interests, and update your profile.

This second edition of the Diversity Among Philanthropic Professionals (DAPP) Report offers a snapshot of the philanthropic sector’s workforce in a very specific space and time — in the chaotic year that was 2020. The DAPP report aims to help the philanthropic community better understand its workforce and leadership. It is unique in soliciting anonymous self-reporting from individuals on the staff and board of participating foundations, helping grantmakers to accurately assess the culture and climate of their institutions.
A brief guide for funders on how to partner with faith-inspired grantees with clear boundaries and integrity. It is designed for both funders new to the space, and those who would like to improve their working relationships with current faith-inspired grantees. We hope that this guide might provide new tools to funders and encourage them to consider more faith-inspired organizations as potential partners.
The Foundation Legal Help Desk is designed to provide community, private and family foundations with access to answers to legal questions related to the operations of a foundation. The foundation world is a complex field that requires specialized legal knowledge and many foundations do not have easy access to an attorney with expertise in this field. The Help Desk is operated by our colleagues at the Indiana Philanthropy Alliance (IPA).
How Does it Work?
The service operates through a website. Participants log in with a username and password and type in their question. The software will send it to the attorney “on-call” for their topic area. The attorney will respond either with a written answer or will make arrangements for a phone conversation.
The attorneys providing this service have specialized knowledge in grantmaking, scholarships, fund management, planned giving, nonprofit law, the Pension Protection Act, UPMIFA and other laws that specifically affect the operations of a foundation.
The Details
- This service is designed to provide quick answers to questions and is limited to a maximum of one hour on any one question. The attorney will be able to advise the foundation if they need to engage counsel to assist them with a complex legal issue or gift.
- The attorney will engage directly with foundation staff or board members, and will not work directly with donors or professional advisors.
- The attorney can review documents but will not prepare any documents.
- This service is for legal questions that relate to the operation of a foundation, not legal issues facing a foundation’s grantees.
Foundations will contact IPA directly to subscribe to the service, and IPA will provide them with a subscription agreement. Once they send the agreement back to IPA with their payment, IPA will provide them with their login credentials. IPA will let you know when any of your members sign up for the service, and will provide each PSO with an annual report on usage by your members and the topic areas of questions handled.
Service Levels and Costs
|
Cost |
Service |
Entry |
$1000 |
5 inquiries/year |
Basic |
$1,700 |
10 inquiries/year |
Premium |
$2,500 |
Unlimited |
How to Subscribe
Email [email protected] to request a registration form and subscription agreement. Please indicate that you are a CNJG member.
Two different CNJG members queried the CEO listserve on how/when/how to return to the office following the COVID-19 pandemic. CNJG staff compiled the answers from the responding members removing identifying information of the respondents.
Independent Sector, in partnership with Edelman Data & Intelligence, is releasing this second annual report of survey findings that explore the nuances of trust in American nonprofit and philanthropic organizations.