Diversity, Equity & Inclusion

On February 8, 2024, grantmakers with an interest in equity and/or aging gathered to explore the intersection of those topics. This page conveys related program materials, including pre-reading, presentation recordings, and other resources. Resources are still being added. Click to Access: Agenda (also .pdf below) , Speaker Profiles , Program Recording , & Program Photos (pending) Pre-Reading Pre-Reading Report -- Aging Strong for All: Examining Aging Equity in the City of Boston (.pdf below) Pre-Reading Article -- "With Age, Blacks Fall Into Poverty as Their Health Worsens" (American...
Executive level funders gathered for this special PhilMO opportunity with ABFE leaders Susan Taylor Batten , President & CEO, and Edward M. Jones , VP of Programs and Philanthropic Advising Services.
October, 2022
The Building Movement Project's report identifies trends seen and experienced among nonprofit Executive Directors and Chief Executives of color, particularly when following an outgoing white leader. This report offers insight and advice to boards about how to help avoid these pitfalls, both leading up to a transition and after a new leader is hired.
This report assesses the philanthropic landscape, levels of giving over the past five years, and donor behavior to provide insights, context, and benchmarks. The report contains analytics and observations on the charitable gift annuity (CGA) and charitable remainder trust (CRT) activity during the calendar year 2021 for 101 nonprofit organizations and the BNY Mellon Charitable Gift Fund.
This report highlights the giving practices of high net worth (HNW) donors of color. Until recently, Black, Indigenous, and people of color (BIPOC) with HNW and ultra-high net worth (UHNW) have been an apparitional presence across philanthropic and nonprofit sectors. Yet, emerging research shows that there are at least 1.3 million HNW households of color in the United States with net liquid assets of one million dollars or more. The report research demonstrates that HNW donors of color have great potential to move millions of dollars and inspire other hidden figures in philanthropy.
Materials from the " Summer Book Club: Kick-off Meeting " held on June 9, 2022 and " Summer Book Club: Discussion " held on July 13, 2022.

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