Philanthropist Resource Guide

About the Philanthropist Resource Guide

The Stanford Center on Philanthropy and Civil Society (Stanford PACS) has designed the Philanthropist Resource Guide, an inventory of 250+ organizations across the United States that work to support the philanthropic activities of high net worth (HNW) donors.

Stanford PACS develops and shares knowledge to improve philanthropy, strengthen civil society and effect social change. Stanford PACS connects students, scholars and practitioners and publishes the preeminent journal, the Stanford Social Innovation Review (SSIR).

The Philanthropist Resource Guide was conceived of by Nadia Roumani, Director of the Effective Philanthropy Learning Initiative (EPLI) and developed by Dr. Jason Franklin, Visiting Fellow at EPLI and WK Kellogg Community Philanthropy Chair at the Johnson Center for Philanthropy. The Guide was implemented by Bethanie Maples, Fellow at the EPLI and Palak Joshi, Program Manager with Stanford PACS. The visuals were created by Anna Maria Irion, Associate with EPLI.

Goal and Target audience: We hope that this inventory will enable HNW donors to discover new sources of support for their philanthropic journey, help philanthropy intermediaries and advisors find new resources and collaborators, and allow funders of this field to gain a better understanding of the landscape of the donor support ecosystem. We welcome input and feedback that can help us improve this resource.

Organization descriptions: Organization descriptions in the Philanthropist Resource Guide represent the information available on each organization’s website. If you are a representative of an organization included in this tool and would like to suggest changes to the information presented, please use our Listing Request form. We reserve the right to edit descriptions at our discretion.  

Primary and secondary categorization: We understand that organizations may focus on multiple areas and therefore may fall in multiple categories. Based on their activities, we assigned primary and secondary categories to each organization. For example, Stanford PACS’ primary category is Research and Data Provider while its secondary category is Education Provider. This is a distinctive feature of this tool in that it allows you  to search for organizations based on multiple attributes, including primary and secondary focus. The primary category for an organization is denoted by the largest icon and the secondary category is denoted by a medium sized icon.

Categorization: The following are the different categories with their respective descriptions and their visual icons:

 

Advisor

Advisors: Organizations that have philanthropy advisors on staff to serve HNW donors.

We have included financial advisory firms and private banks with formal philanthropic advising services, as well as designated philanthropy advisory firms with three or more staff. The Guide currently does not include independent philanthropy advisors.

 

Ecosystem Funders

Ecosystem Funders: Organizations that have a formal grantmaking program to fund the HNW donor support ecosystem.

 

Ecosystem Supporters

Ecosystem Supporters: Organizations that provide capacity building support to the HNW donor support ecosystem.

 

Education Providers
Education Providers: Organizations that provide educational programs for HNW donors.

 

Funding Intermediaries
Funding Intermediaries: Organizations that direct contributions from HNW donors to nonprofit organizations. Of the 2000+ funding intermediaries in the country, only those organizations that have specific programs to engage HNW donors are included. This includes community foundations, public foundations, funder collaboratives, donor advised fund management organizations, and other similar models.

 

Peer Networks
Peer Networks: Organizations that manage networks of HNW donors.

 

Research and Data Providers

Research and Data Providers: Organizations that conduct research and provide data to support HNW donors in their philanthropic efforts.

 

General disclaimer: All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by Stanford University.

 

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