Effective Philanthropy Learning Initiative - Research

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<div class=" research-header-title "> <div class="row"> <div class="large-12 columns"> <div class="text-bg"> <p class="page-subhead"><a href="https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative/">Effective Philanthropy Learning Initiative</a></p> <h1 class="section-heading page-heading">Research</h1> </div> </div> </div> </div> </div> <div class="row"> <div class="columns small-12"> <div class='share-container'> <div class="addtoany_shortcode"><div class="a2a_kit a2a_kit_size_26 addtoany_list" data-a2a-url="https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative/research/" data-a2a-title="Research"><a class="a2a_button_facebook" href="https://www.addtoany.com/add_to/facebook?linkurl=https%3A%2F%2Fpacscenter.stanford.edu%2Fresearch%2Feffective-philanthropy-learning-initiative%2Fresearch%2F&linkname=Research" title="Facebook" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_twitter" href="https://www.addtoany.com/add_to/twitter?linkurl=https%3A%2F%2Fpacscenter.stanford.edu%2Fresearch%2Feffective-philanthropy-learning-initiative%2Fresearch%2F&linkname=Research" title="Twitter" rel="nofollow noopener" target="_blank"></a><a class="a2a_button_email" href="https://www.addtoany.com/add_to/email?linkurl=https%3A%2F%2Fpacscenter.stanford.edu%2Fresearch%2Feffective-philanthropy-learning-initiative%2Fresearch%2F&linkname=Research" title="Email" rel="nofollow noopener" target="_blank"></a></div></div></div> </div> </div> <a id="body-top"></a> <div class="page-hr"></div> <div id="main" class="page-body-section new-layout-section"> <div class="row"> <div class="columns small-12"> <h2 class="wp-block-heading has-text-align-center">EPLI Research</h2> <div style="height:50px" aria-hidden="true" class="wp-block-spacer"></div> <p>EPLI conducts applied research to understand the nuances of philanthropic practice and improve its outcomes. We believe that society is better when donors deploy their resources to serve their beneficiaries effectively. To that end, our lab promotes thoughtful giving by studying the realities of philanthropy for high-capacity donors and the professionals who support them. Our research findings improve EPLI’s educational programs and materials, and we widely share them for the public’s benefit as well.</p> <div style="height:100px" aria-hidden="true" class="wp-block-spacer"></div> <div class="wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:50%"> <h2 class="wp-block-heading has-text-align-left">Current Projects</h2> <div style="height:50px" aria-hidden="true" class="wp-block-spacer"></div> <p>EPLI is currently pursuing four lines of inquiry: how funders think about and distribute power in their philanthropy; how funders define participation and community engagement in their philanthropy; how philanthropic advisors inform the philanthropic practices of their clients; and how funders develop strategies for changing ideas, values, and beliefs at large scales.</p> </div> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:50%"> <h2 class="wp-block-heading has-text-align-left">Research Participation</h2> <div style="height:50px" aria-hidden="true" class="wp-block-spacer"></div> <p>If you are interested in participating in one of EPLI’s interview or survey studies, please fill out the form below and a member of the research team will contact you if you are a good fit for one of our studies. Thank you for your interest in participating!</p> <p><a href="https://form.jotform.com/211107723139044" target="_blank" rel="noreferrer noopener">Interest Form</a></p> </div> </div> <div style="height:100px" aria-hidden="true" class="wp-block-spacer"></div> <h2 class="wp-block-heading has-text-align-center">Articles & Papers</h2> <div style="height:50px" aria-hidden="true" class="wp-block-spacer"></div> <div id="publications-block-block_d6bbbadbf6126b2c6172ecb03b8bdf02" class="publications-block no-block-preview no-publications-grid-preview"> <div class='row'> <div class="publication-filter-item filter_epli" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/professions-and-wealth-the-philanthropy-of-high-earning-professionals/" aria-label="Learn more about: Professions and Wealth: The Philanthropy of High-Earning Professionals"> <div alt="Professions and Wealth: The Philanthropy of High-Earning Professionals" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2023/07/professions_cover-233x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter"></p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/professions-and-wealth-the-philanthropy-of-high-earning-professionals/">Professions and Wealth: The Philanthropy of High-Earning Professionals</a></h4> <div class="publication-date">Apr 2023</div> <div class="publication-excerpt"> Micah McElroy, Associate Director of Research, Effective Philanthropy Learning Initiative, with contributions from Rebecca Shamash, Megan Farwell, Taylor Stephens, and Vera Michalchik </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/guide-to-effective-philanthropy/" aria-label="Learn more about: Guide to Effective Philanthropy"> <div alt="Guide to Effective Philanthropy" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2020/09/Guide_FINAL_8-5x11_update9_20-pdf-image-232x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter"></p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/guide-to-effective-philanthropy/">Guide to Effective Philanthropy</a></h4> <div class="publication-date">Sep 2022</div> <div class="publication-excerpt"> By Paul Brest </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/the-guide-to-effective-philanthropy-for-latin-america/" aria-label="Learn more about: The Guide to Effective Philanthropy for Latin America "> <div alt="The Guide to Effective Philanthropy for Latin America " class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2022/03/Artboard-1_9@2x-241x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter"></p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/the-guide-to-effective-philanthropy-for-latin-america/">The Guide to Effective Philanthropy for Latin America </a></h4> <div class="publication-date">Apr 2022</div> <div class="publication-excerpt"> </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli filter_research-paper" data-aos="fade-up"> <div class="pub-placeholder"> <div class="pub-place-type">Research Paper</div> </div> <div class="pub-text"> <p class="pub-filter">Research Paper</p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/bay-area-millennial-giving-trends-challenges-opportunities-chinese-edition-december-2021/">Bay Area Millennial Giving: Trends, Challenges, & Opportunities (Chinese Edition, December 2021)</a></h4> <div class="publication-date">Jan 2022</div> <div class="publication-excerpt"> By Judy Park & Kavya Shankar </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli filter_book" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/announcing-australian-edition-of-the-toolkit/" aria-label="Learn more about: Announcing: Australian Edition of the Toolkit"> <div alt="Announcing: Australian Edition of the Toolkit" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2021/10/aus_toolkit-1-e1635202016110-300x189.png);"></div> </a> <div class="pub-text"> <p class="pub-filter">Book</p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/announcing-australian-edition-of-the-toolkit/">Announcing: Australian Edition of the Toolkit</a></h4> <div class="publication-date">Oct 2021</div> <div class="publication-excerpt"> The Australian Toolkit EPLI has partnered with Perpetual Asset Management Australia to create an Australian version of the Toolkit available for free online here.   </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli filter_research-paper" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/giving-vehicle-use-among-high-capacity-donors-in-the-bay-area-and-implications-for-nonprofits/" aria-label="Learn more about: Giving Vehicle Use Among High-Capacity Donors in the Bay Area and Implications for Nonprofits (February 2021)"> <div alt="Giving Vehicle Use Among High-Capacity Donors in the Bay Area and Implications for Nonprofits (February 2021)" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2021/02/Artboard-1@4x-232x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter">Research Paper</p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/giving-vehicle-use-among-high-capacity-donors-in-the-bay-area-and-implications-for-nonprofits/">Giving Vehicle Use Among High-Capacity Donors in the Bay Area and Implications for Nonprofits (February 2021)</a></h4> <div class="publication-date">Feb 2021</div> <div class="publication-excerpt"> </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli filter_research-paper" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/community-based-organizations-and-high-capacity-donors-relationships-perceptions-and-behaviors/" aria-label="Learn more about: COMMUNITY-BASED ORGANIZATIONS AND HIGH-CAPACITY DONORS: RELATIONSHIPS, PERCEPTIONS, AND BEHAVIORS (July 2020)"> <div alt="COMMUNITY-BASED ORGANIZATIONS AND HIGH-CAPACITY DONORS: RELATIONSHIPS, PERCEPTIONS, AND BEHAVIORS (July 2020)" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2020/07/CBOS_and_donors-pdf-image-232x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter">Research Paper</p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/community-based-organizations-and-high-capacity-donors-relationships-perceptions-and-behaviors/">COMMUNITY-BASED ORGANIZATIONS AND HIGH-CAPACITY DONORS: RELATIONSHIPS, PERCEPTIONS, AND BEHAVIORS (July 2020)</a></h4> <div class="publication-date">Jul 2020</div> <div class="publication-excerpt"> </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli filter_research-paper" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/bay-area-millennial-giving-current-trends-challenges-opportunities/" aria-label="Learn more about: Bay Area Millennial Giving: Current Trends, Challenges, & Opportunities (May 2020)"> <div alt="Bay Area Millennial Giving: Current Trends, Challenges, & Opportunities (May 2020)" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2020/07/bay_area_millennial_giving_report_final-pdf-image-232x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter">Research Paper</p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/bay-area-millennial-giving-current-trends-challenges-opportunities/">Bay Area Millennial Giving: Current Trends, Challenges, & Opportunities (May 2020)</a></h4> <div class="publication-date">Jul 2020</div> <div class="publication-excerpt"> By Judy Park & Kavya Shankar   </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli filter_research-paper" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/charting-impact-choice-experiment/" aria-label="Learn more about: Charting Impact Choice Experiment (December 2018)"> <div alt="Charting Impact Choice Experiment (December 2018)" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2019/03/Charting-Impact-Report-293x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter">Research Paper</p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/charting-impact-choice-experiment/">Charting Impact Choice Experiment (December 2018)</a></h4> <div class="publication-date">Mar 2019</div> <div class="publication-excerpt"> </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/helping-wealth-advisors-increase-philanthropic-impact-for-high-net-worth-clients/" aria-label="Learn more about: Helping Wealth Advisors Increase Philanthropic Impact For High Net Worth Clients (Summer 2018)"> <div alt="Helping Wealth Advisors Increase Philanthropic Impact For High Net Worth Clients (Summer 2018)" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2018/11/Screen-Shot-2018-11-15-at-12.26.25-PM-300x193.png);"></div> </a> <div class="pub-text"> <p class="pub-filter"></p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/helping-wealth-advisors-increase-philanthropic-impact-for-high-net-worth-clients/">Helping Wealth Advisors Increase Philanthropic Impact For High Net Worth Clients (Summer 2018)</a></h4> <div class="publication-date">Nov 2018</div> <div class="publication-excerpt"> </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli filter_research-paper" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/data-for-donor-impact-research-paper/" aria-label="Learn more about: Data For Donor Impact Research Paper (August 2018)"> <div alt="Data For Donor Impact Research Paper (August 2018)" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2018/10/Screen-Shot-2018-10-17-at-11.27.23-AM-300x283.png);"></div> </a> <div class="pub-text"> <p class="pub-filter">Research Paper</p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/data-for-donor-impact-research-paper/">Data For Donor Impact Research Paper (August 2018)</a></h4> <div class="publication-date">Oct 2018</div> <div class="publication-excerpt"> </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/designing-for-philanthropy-impact-the-giving-compass/" aria-label="Learn more about: Designing For Philanthropy Impact: The Giving Compass (Summer 2018)"> <div alt="Designing For Philanthropy Impact: The Giving Compass (Summer 2018)" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2018/09/Screen-Shot-2018-09-28-at-4.31.06-PM-300x274.png);"></div> </a> <div class="pub-text"> <p class="pub-filter"></p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/designing-for-philanthropy-impact-the-giving-compass/">Designing For Philanthropy Impact: The Giving Compass (Summer 2018)</a></h4> <div class="publication-date">Sep 2018</div> <div class="publication-excerpt"> By Nadia Roumani and Julie Aleman </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/designing-for-strategic-philanthropy-chinese-version/" aria-label="Learn more about: Designing for Strategic Philanthropy – Chinese Version (2017)"> <div alt="Designing for Strategic Philanthropy – Chinese Version (2017)" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2018/05/Screen-Shot-2018-07-30-at-4.19.47-PM-232x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter"></p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/designing-for-strategic-philanthropy-chinese-version/">Designing for Strategic Philanthropy – Chinese Version (2017)</a></h4> <div class="publication-date">May 2018</div> <div class="publication-excerpt"> By Paul Brest and Nadia Roumani </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli filter_article" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/design-thinking-and-strategic-philanthropy-case-study/" aria-label="Learn more about: Design Thinking and Strategic Philanthropy Case Study (August 2015)"> <div alt="Design Thinking and Strategic Philanthropy Case Study (August 2015)" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2015/11/Screen-Shot-2018-07-30-at-4.49.37-PM-213x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter">Article</p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/design-thinking-and-strategic-philanthropy-case-study/">Design Thinking and Strategic Philanthropy Case Study (August 2015)</a></h4> <div class="publication-date">Nov 2015</div> <div class="publication-excerpt"> Nadia Roumani, Paul Brest, and Olivia Vagelos </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli filter_article" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/problem-solving-human-centered-design-and-strategic-processes/" aria-label="Learn more about: Problem Solving, Human-Centered Design, and Strategic Processes (October 2015)"> <div alt="Problem Solving, Human-Centered Design, and Strategic Processes (October 2015)" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2015/09/Screen-Shot-2018-07-30-at-4.50.37-PM-232x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter">Article</p> <h4 class="publication-heading"><a href="https://pacscenter.stanford.edu/publication/problem-solving-human-centered-design-and-strategic-processes/">Problem Solving, Human-Centered Design, and Strategic Processes (October 2015)</a></h4> <div class="publication-date">Sep 2015</div> <div class="publication-excerpt"> Paul Brest, Nadia Roumani, Jason Bade </div> <div class="tags"> <a href='https://pacscenter.stanford.edu/research/effective-philanthropy-learning-initiative//'><p class='program-tag'>epli</p></a> </div> </div> </div> <div class="publication-filter-item filter_epli filter_article" data-aos="fade-up"> <a href="https://pacscenter.stanford.edu/publication/logic-models-an-overview/" aria-label="Learn more about: Logic Models: An Overview"> <div alt="Logic Models: An Overview" class="publication-image" style="background-image: url(https://pacscenter.stanford.edu/wp-content/uploads/2015/03/Screen-Shot-2018-07-30-at-4.56.51-PM-195x300.png);"></div> </a> <div class="pub-text"> <p class="pub-filter">Article</p> <h4 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