The editors of PANL Perspectives identified the following outstanding reports about philanthropy, charities and the nonprofit sector.

"Navigating uncertainty: Building resilience in Canada's social sector," a report from PricewaterhouseCoopers, in English and French (Nov. 2020), provides nsights for recovery and interviews with 548 sector leaders who stress the need to invest in upskilling and digital, collaborative strategies. The business case for such investment is clear, but the focus is still on short-term risk. This PwC report is a checklist that will help boards to shift, empower and future fit their organizations.Navigating uncertainty: Building resilience in Canada’s social sector, a report from PricewaterhouseCoopers (PwC), in English and French (Nov. 2020), provides insights for recovery and interviews with 548 sector leaders who stress the need to invest in upskilling and digital, collaborative strategies. The business case for such investment is clear, but the focus is still on short-term risk. This PwC report is a checklist that will help boards to shift, empower and future fit their organizations.

This report from the Organisation for Economic Co-operation and Development (Nov. 2020) is a valuable resource for understanding how different countries treat philanthropy in their tax systems. It provides an overview of how 40 OECD countries tax philanthropy and provide tax incentives for giving. The recommendations for public policy stress the need to reduce the current complexity of the tax measures for philanthropy in most countries while improving oversight.This report, Taxation and Philanthropy, from the Organisation for Economic Co-operation and Development (Nov. 2020) is a valuable resource for understanding how different countries treat philanthropy in their tax systems. It provides an overview of how 40 OECD countries tax philanthropy and provide tax incentives for giving. The recommendations for public policy stress the need to reduce the current complexity of the tax measures for philanthropy in most countries while improving oversight. Also, as part of an international conference to release the report, Calum Carmichael presented his paper, “Charitable ends by political means?”, comparing 16 countries’ approaches in regulating the kinds and levels of political activities that philanthropic entities could undertake without losing their fiscal privileges.

This report by CanadaHelps.org contains new data and analyses showing that, while fewer Canadians are donating, online giving grew rapidly in 2017-2019. The annual report provides knowledge and insights to help Canadians understand the charitable sector and its impact on Canada.This report by CanadaHelps.org contains new data and analyses showing that, while fewer Canadians are donating, online giving grew rapidly in 2017-2019. The annual report provides knowledge and insights to help Canadians understand the charitable sector and its impact on Canada.

Multicultural & Newcomer Charitable Giving Study, by Imagine Canada (2020), contains analyses from a survey of 3,130 newcomers and second-generation Canadians from South Asian, Chinese, Afro-Caribbean/African, Filipino, Arab, and Iranian backgrounds. Findings include trends about causes supported, giving methods, motivations for support and insights such as: a third of those from South Asian backgrounds indicated they intended to volunteer more, compared to just 20% of the general population.The study by Imagine Canada (2020) contains analyses from a survey of 3,130 newcomers and second-generation Canadians from South Asian, Chinese, Afro-Caribbean/African, Filipino, Arab, and Iranian backgrounds. Findings include trends about causes supported, giving methods, motivations for support, and insights.

Resetting Normal: Funding a Thriving Women’s Sector and Resetting Normal: Women, Decent Work and Canada’s Fractured Care Economy, two reports (2020), by the Canadian Women’s Foundation, Ontario Nonprofit Network, Canadian Centre for Policy Alternatives, and Kathleen Lahey and Fran Faraday, show how to redesign funding models, better use gender-based analysis and reinvent our care infrastructure.Resetting Normal: Funding a Thriving Women’s Sector and Resetting Normal: Women, Decent Work and Canada’s Fractured Care Economy, two reports (2020) by the Canadian Women’s Foundation, Ontario Nonprofit Network, Canadian Centre for Policy Alternatives, and Kathleen Lahey and Fran Faraday, show how to redesign funding models, better use gender-based analysis and reinvent our care infrastructure.

Are Charities Ready for Social Finance? is by Adam Jog, Imagine Canada (2020). This is the first survey (of more than 1,000 Canadian charities) about the barriers to engagement with social finance tools. It provides fresh insights for identifying those parts of the charitable sector likely to contain ready participants, those that will need assistance to engage, and those for which social finance is likely not a good fit.Are Charities Ready for Social Finance? is by Adam Jog, Imagine Canada (2020). This is the first survey (of more than 1,000 Canadian charities) about the barriers to engagement with social finance tools. It provides fresh insights for identifying those parts of the charitable sector likely to contain ready participants, those that will need assistance to engage, and those for which social finance is likely not a good fit.

This essential guide from Jenny Hodgson and Anna Pond advances models of community philanthropy that shift power. The report offers advice to foundations and other funders on how to be constructive players in this movement, and advice to community leaders as to what to ask of funders. This is a 2018 report, but still an MPNL favourite.This essential guide from Jenny Hodgson and Anna Pond advances models of community philanthropy that shift power. The report offers advice to foundations and other funders on how to be constructive players in this movement, and advice to community leaders as to what to ask of funders. This is a 2018 report, but still an MPNL favourite.

 

Artificial intelligence is widely predicted to transform the nonprofit sector, but how? What actually is AI — and what is its potential and its potential problems? This paper from Aleks Berditchevskaia and Peter Baeck, of NESTA, a UK-based foundation, offers a readable overview of AI and how it can be used for problem-solving and large-scale, participatory projects. Artificial intelligence is widely predicted to transform the nonprofit sector, but how? What actually is AI — and what is its potential and its potential problems? This paper from Aleks Berditchevskaia and Peter Baeck, of NESTA, a UK-based foundation, offers a readable overview of AI and how it can be used for problem-solving and large-scale, participatory projects.

Only 5% of Canadians leave a charitable gift in their wills, far fewer than in the US or Australia. From the Canadian Association of Gift Planners and Environics Analytics, this is the first report (2020) that analyzes the reasons, misperceptions and barriers related to bequests in Canada – and how fundraisers and philanthropic advisors can encourage Canadians to be more generous.Only 5% of Canadians leave a charitable gift in their wills, far fewer than in the US or Australia. From the Canadian Association of Gift Planners and Environics Analytics, this is the first report (2020) that analyzes the reasons, misperceptions and barriers related to bequests in Canada – and how fundraisers and philanthropic advisors can encourage Canadians to be more generous.

Millennials (born 1980-2000) are the largest, most diverse cohort in U.S. history, and their impact on philanthropy, activism and leadership in the nonprofit sector is already profound. In the absence of accessible, comprehensive Canadian data, we turn to this U.S. report from Achieve and the Case Foundation in 2020. It surveyed more than 150,000 Millennials over ten years, making it the largest body of data about this group.Millennials (born 1980-2000) are the largest, most diverse cohort in U.S. history, and their impact on philanthropy, activism and leadership in the nonprofit sector is already profound. In the absence of accessible, comprehensive Canadian data, we turn to this US report from Achieve and the Case Foundation in 2020. It surveyed more than 150,000 Millennials over ten years, making it the largest body of data about this group.