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- 2020
- Working Paper
Nonprofts in Good Times and Bad Times
By: Christine L. Exley, Nils H. Lehr and Stephen J. Terry
Need fluctuates over the business cycle, yet little is known about nonprofit behavior over the cycle. This paper exploits data from millions of tax returns and provides key descriptive facts about nonprofits in the face of economic fluctuations. Nonprofit revenue,...
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Exley, Christine L., Nils H. Lehr, and Stephen J. Terry. "Nonprofts in Good Times and Bad Times." Harvard Business School Working Paper, No. 21-076, December 2020.
- 2021
- Article
Helping and Happiness: A Review and Guide for Public Policy
By: Lara B. Aknin and Ashley V. Whillans
Perhaps one of the most reaffirming findings to emerge over the past several decades is that humans not only engage in generous behavior, they also appear to experience pleasure from doing so. Yet not all acts of helping lead to greater happiness. Here, we review the...
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Aknin, Lara B., and Ashley V. Whillans. "Helping and Happiness: A Review and Guide for Public Policy." Social Issues and Policy Review 15 (2021): 3–34.
- December 2020
- Teaching Plan
George Soros: The Stateless Statesman
By: Geoffrey Jones and Grace Ballor
- August 2020 (Revised November 2020)
- Case
George Soros: The Stateless Statesman
By: Geoffrey Jones and Wendy Ying
This case traces the business career and philanthropic activities of George Soros. The Hungarian-born Soros made a fortune as a hedge fund investor after establishing Quantum Fund on the tax haven island of Curaçao in the Netherlands Antilles in 1973 where he was...
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Keywords:
Hedge Fund;
Philanthropy;
Populism;
Finance;
Philanthropy And charitable giving;
Political Elections;
Financial Services Industry;
Europe;
Hungary;
United Kingdom;
North And Central America;
United States
Jones, Geoffrey, and Wendy Ying. "George Soros: The Stateless Statesman." Harvard Business School Case 321-012, August 2020. (Revised November 2020.)
- March 2020
- Case
GreenLight Fund
By: Brian Trelstad, Julia Kelley and Mel Martin
As Tara Noland, the Executive Director (ED) of GreenLight Cincinnati, reflected on her first few years on the job. Noland had delivered on what she had been hired to do in the city: work with leading philanthropists and nonprofit executives to use data and evidence to...
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Keywords:
Philanthropy;
Venture Philanthropy;
Replication;
Philanthropy And charitable giving;
Venture Capital;
Social Issues;
Decision Making;
Cincinnati
Trelstad, Brian, Julia Kelley, and Mel Martin. "GreenLight Fund." Harvard Business School Case 320-053, March 2020.
- February 2020
- Case
Mission Related Investments at the Ford Foundation (A)
By: Shawn Cole, Michael Norris and T. Robert Zochowski
In 2017, Darren Walker, president of the Ford Foundation, one of the largest philanthropic foundations in the world, was preparing to meet with his board of directors to discuss beginning a mission related investments (MRI) program. Walker hoped to devote $1 billion of...
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Keywords:
Mission-related Investing;
Philanthropy;
Foundation;
Endowments;
Socially Responsible Investing;
Investment;
Institutional Investing;
Investment Activism;
Governance;
Corporate Social Responsibility And Impact;
Mission And Purpose;
Social Enterprise;
Philanthropy And charitable giving;
United States;
New York (city, Ny)
Cole, Shawn, Michael Norris, and T. Robert Zochowski. "Mission Related Investments at the Ford Foundation (A)." Harvard Business School Case 220-026, February 2020.
- February 2020
- Supplement
Mission Related Investments at the Ford Foundation (B)
By: Shawn Cole, Michael Norris and T. Robert Zochowski
Supplements the (A) case.
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Keywords:
Mission-related Investing;
Philanthropy;
Foundation;
Endowments;
Socially Responsible Investing;
Investment;
Institutional Investing;
Investment Activism;
Governance;
Corporate Social Responsibility And Impact;
Mission And Purpose;
Social Enterprise;
Philanthropy And charitable giving;
United States
Cole, Shawn, Michael Norris, and T. Robert Zochowski. "Mission Related Investments at the Ford Foundation (B)." Harvard Business School Supplement 220-027, February 2020.
- February 2020
- Article
Using Charity Performance Metrics as an Excuse Not to Give
There is an increasing pressure to give more wisely and effectively. There is, relatedly, an increasing focus on charity performance metrics. Via a series of experiments, this paper provides a caution to such a focus. While information on charity performance metrics...
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Keywords:
Charitable Giving;
Prosocial Behavior;
Altruism;
Excuses;
Self-serving Biases;
Philanthropy And charitable giving;
Performance;
Measurement And Metrics;
Behavior
Exley, Christine L. "Using Charity Performance Metrics as an Excuse Not to Give." Management Science 66, no. 2 (February 2020): 553–563.
- January 2020
- Teaching Note
How to Encourage Others to Give and When to Pass the Torch? Insights from The Philanthropy Connection
By: Christine Exley and Kathleen McGinn
This case follows the co-founder and president, Marla Felcher, of The Philanthropy Connection (TPC). TPC is a nonprofit organization that centers around collective giving: members of TPC make an annual contribution that is then distributed to select nonprofit...
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- December 2019
- Exercise
Janet Ames (A)
By: Brian Trelstad and Brian Trelstad
Keywords:
Philanthropy;
Board;
Philanthropy And charitable giving;
Governing And Advisory Boards;
Social Enterprise;
Social Entrepreneurship;
United States
Trelstad, Brian. "Janet Ames (A)." Harvard Business School Exercise 320-076, December 2019.
- December 2019
- Exercise
Janet Ames (B)
By: Brian Trelstad and Brian Trelstad
Keywords:
Philanthropy;
Board;
Governing And Advisory Boards;
Philanthropy And charitable giving;
Social Enterprise;
United States
Trelstad, Brian. "Janet Ames (B)." Harvard Business School Exercise 320-077, December 2019.
- December 2019
- Exercise
Janet Ames (C)
By: Brian Trelstad and Brian Trelstad
Keywords:
Philanthropy;
Board;
Governing And Advisory Boards;
Philanthropy And charitable giving;
Social Enterprise;
Social Entrepreneurship;
United States
Trelstad, Brian. "Janet Ames (C)." Harvard Business School Exercise 320-078, December 2019.
- 2019
- Working Paper
Income Inequality Affects Donations Only for High-Income People Who Feel Financially Insecure and Distrust Others
By: Lucia Macchia and Ashley V. Whillans
There is a growing debate about whether high-income individuals are more or less generous when income inequality is high. We advance this ongoing conversation by analysing a large and comprehensive data set with approximately one million respondents from 140 countries....
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Keywords:
Income Inequality;
Prosocial Behavior;
Financial Insecurity;
Income;
Equality And Inequality;
Philanthropy And charitable giving;
Behavior;
Trust
Macchia, Lucia, and Ashley V. Whillans. "Income Inequality Affects Donations Only for High-Income People Who Feel Financially Insecure and Distrust Others." Harvard Business School Working Paper, No. 20-052, October 2019. (Shared Authorship.)
- October 2019
- Case
How to Encourage Others to Give and When to Pass the Torch? Insights from The Philanthropy Connection
By: Christine Exley and Kathleen McGinn
This case follows the co-founder and president, Marla Felcher, of The Philanthropy Connection (TPC). TPC is a nonprofit organization that centers around collective giving: members of TPC make an annual contribution that is then distributed to select nonprofit...
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Keywords:
Giving And Philanthropy;
Philanthropy And charitable giving;
Motivation And Incentives;
Nonprofit Organizations
Exley, Christine, and Kathleen McGinn. "How to Encourage Others to Give and When to Pass the Torch? Insights from The Philanthropy Connection." Harvard Business School Case 920-018, October 2019.
- 2019
- Working Paper
Why Does Business Invest in Education in Emerging Markets? Why Does It Matter?
By: Valeria Giacomin, G. Jones and Erica Salvaj
This working paper examines why a significant number of businesses have made non-profit investments in education in emerging markets between the 1960s and the present day. Using a sample of 110 interviews with business leaders from an oral history database at the...
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Keywords:
Philanthropy;
Csr;
Oral History;
Emerging Markets;
Education;
Reputation;
Philanthropy And charitable giving;
Corporate Social Responsibility And Impact;
Business History
Giacomin, Valeria, G. Jones, and Erica Salvaj. "Why Does Business Invest in Education in Emerging Markets? Why Does It Matter?" Harvard Business School Working Paper, No. 20-039, October 2019.
- July 2019
- Case
Piramal Foundation: The Business of Philanthropy
By: Vikram Gandhi and Mahima Rao-Kachroo
The Piramal Foundation was launched by diversfied Indian conglomerate, the Piramal Group, to improve the healthcare services and quality of education of India’s economically and socially disadvantaged. The foundation operates under three verticals—‘Piramal Foundation...
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- May 2019 (Revised February 2020)
- Case
Bill Cummings: The Cummings Way
By: Christina R. Wing, Robert F. White and Michael Norris
In 2019, Bill Cummings, founder of Cummings Properties and Cummings Foundation and billionaire signer of the Giving Pledge, is winding down his roles at his company and foundation. How should the management move the company forward?
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Keywords:
Real Estate Development;
Philanthropy;
Family Business;
Nonprofit Organizations;
Philanthropy And charitable giving;
Management Succession;
Real Estate Industry;
United States;
Boston
Wing, Christina R., Robert F. White, and Michael Norris. "Bill Cummings: The Cummings Way." Harvard Business School Case 619-038, May 2019. (Revised February 2020.)
- December 2018
- Article
Agentic Appeals Increase Charitable Giving in an Affluent Sample of Donors
By: A.V. Whillans and Elizabeth W. Dunn
Recent research suggests that affluent individuals adopt agentic self-concepts, striving to stand out from others and to master the environment on their own. The present study provides a road test of this idea, showing that this theorizing can be utilized to increase...
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Whillans, A.V., and Elizabeth W. Dunn. "Agentic Appeals Increase Charitable Giving in an Affluent Sample of Donors." PLoS ONE 13, no. 12 (December 2018).
- November 2018
- Case
Goldman Sachs: The 10,000 Small Businesses Program
By: Leonard A. Schlesinger and Aldo Sesia
In 2008, Goldman Sachs started the 10,000 Small Businesses program to help small businesses in the United States by providing education and a network of support—at no cost —and access to capital. It required the firm to create a new business ecosystem with a wide...
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Keywords:
Ecosystem;
Public/private Partnership;
Small Business;
Programs;
Education;
Partners And Partnerships;
Philanthropy And charitable giving;
United States
Schlesinger, Leonard A., and Aldo Sesia. "Goldman Sachs: The 10,000 Small Businesses Program." Harvard Business School Case 319-005, November 2018.
- September 2018 (Revised March 2019)
- Case
Philanthropy and Brand Building: Jeff Vinik and the Tampa Bay Lightning
By: Stephen A. Greyser and Michael Mondello
Owner Jeff Vinik and top management of the NHL Tampa Bay Lightning are reviewing their strategy and progress in achieving their goals of brand-building and community commitment. Strategic philanthropy is unusual in sport. Tampa Bay is historically a non-traditional...
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Keywords:
Brands And Branding;
Philanthropy And charitable giving;
Business And Community Relations;
Sports Industry;
Tampa
Greyser, Stephen A., and Michael Mondello. "Philanthropy and Brand Building: Jeff Vinik and the Tampa Bay Lightning." Harvard Business School Case 919-403, September 2018. (Revised March 2019.)