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Research Highlights from the Philanthropy Southeast Resource Hub

Philanthropy Southeast’s Resource Hub, our searchable collection of resources related to best practices in grantmaking, foundation management, nonprofit governance, and equitable practices in philanthropy, is regularly updated with new items – including those highlighted below. 

You can recommend content for the Resource Hub using this online form. You may also provide suggestions or share any feedback by  contacting Stephen Sherman, Philanthropy Southeast’s Senior Director of Engagement and Learning, at [email protected] or (404) 524-0911. 

Advancing Black Workers in the South: An HBCU Research Initiative
Center for Economic and Policy Research (2026)
This report from the Advancing Black Workers in the South study, an initiative of Historically Black Colleges and Universities (HBCUs) and a Minority-Serving Institution (MSI), focuses on the challenges Black workers in the South face at work and Black workers’ experiences with and attitudes toward unions. Variable work hours, work load, and workplace safety were among the top concerns for Black workers interviewed as part of the study. The majority of the respondents report positive attitudes toward unions. The authors conclude with policy recommendations to address workplace concerns and promote employee organizing.

Investing for Impact: A Decision-Making Tool
The Annie E. Casey Foundation (2026)
This decision-making tool uses practices that the Annie E. Casey Foundation has honed over its years of impact investing to ensure each investment decision incorporates factors important to the foundation in a systematic way. The tool scores opportunities across 10 criteria, and this approach allows funders to systematically compare investments and prioritize options with the greatest potential for both financial and social returns. While Casey uses this tool to further its mission of advancing well-being for children, youth and families, other investors with different social missions also may find it useful to apply the process. Throughout this tool, short case studies illustrate how these factors led to successful foundation impact investments.

2024 Resource Tracking Report: LGBTQ Grantmaking by U.S. Foundations
Funders for LGBTQ Issues (2026)
This report offers an overview of foundation funding in support of LGTBQ communities and issues for calendar year 2024. The report documents 5,043 grants awarded by 445 funders for a total of $178.2 million in 2024, which represented a decline of 15 percent in terms of grant dollars. When adjusted for inflation, funding fell by 17 percent from 2023 to 2024. This means that for every $100 awarded by U.S. foundations in 2024, only 16 cents specifically supported LGBTQ communities, which was a decrease from 20 cents per $100 awarded in 2023.

Wealth-Building in the Nonprofit Workforce: Financial Hardship and Savings
United for ALICE, Independent Sector (2026)
Independent Sector and United for ALICE have previously shed light on the 22 percent of nonprofit workers who are ALICE (Asset Limited, Income Constrained, Employed) and the way that varies by race and ethnicity. This fact sheet shares data on savings and wealth for nonprofit workers across different racial and ethnic groups. These insights can be used by funders, policy makers, investors, and other community stakeholders to inform how their policies and practices impact the compensation of workers in the nonprofit sector, what nonprofit projects they fund, and where targeted wealth-building is needed.

The Successful Family Foundation Board Chair: Leading with Passion and Purpose
National Center for Family Philanthropy (2026)
This guide equips board chairs and those who work with and support them with information about the roles, responsibilities, and opportunities of the board chair position, including how it is a vital component of effective governance and, ultimately, foundations’ impact. Drawing on interviews with more than 60 chairs and family foundation CEOs, the report examines the practices and culture that support effective board leadership as well as common pitfalls.
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