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    • All HBS Web  (398)
      • Faculty Publications  (143)

      Charitable Giving Remove Charitable Giving →

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      Choosing a Charitable Giving Vehicle
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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,...  View Details
      Keywords: Nonprofit Organizations; Business Cycles; Philanthropy And charitable giving
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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...  View Details
      Keywords: Generosity; Helping; Behavior; Motivation And Incentives; Happiness; Policy
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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
      Keywords: Philanthropy; Democracy; Hedge Fund; Populism; Philanthropy And charitable giving; Finance; Financial Services Industry; Europe; Hungary; North And Central America; United Kingdom
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      Jones, Geoffrey, and Grace Ballor. "George Soros: The Stateless Statesman." Harvard Business School Teaching Plan 321-094, December 2020.
      • 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...  View Details
      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
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      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...  View Details
      Keywords: Philanthropy; Venture Philanthropy; Replication; Philanthropy And charitable giving; Venture Capital; Social Issues; Decision Making; Cincinnati
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      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...  View Details
      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)
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      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.  View Details
      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
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      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

      By: Christine L. Exley
      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...  View Details
      Keywords: Charitable Giving; Prosocial Behavior; Altruism; Excuses; Self-serving Biases; Philanthropy And charitable giving; Performance; Measurement And Metrics; Behavior
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      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...  View Details
      Keywords: Giving And Philanthropy; Philanthropy And charitable giving; Motivation And Incentives; Nonprofit Organizations
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      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 Teaching Note 920-046, January 2020.
      • 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
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      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
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      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
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      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....  View Details
      Keywords: Income Inequality; Prosocial Behavior; Financial Insecurity; Income; Equality And Inequality; Philanthropy And charitable giving; Behavior; Trust
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      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...  View Details
      Keywords: Giving And Philanthropy; Philanthropy And charitable giving; Motivation And Incentives; Nonprofit Organizations
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      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...  View Details
      Keywords: Philanthropy; Csr; Oral History; Emerging Markets; Education; Reputation; Philanthropy And charitable giving; Corporate Social Responsibility And Impact; Business History
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      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...  View Details
      Keywords: Social Enterprise; Philanthropy And charitable giving; Education; Health Care And Treatment; Performance Improvement; Growth And Development Strategy; Education Industry; Health Industry; India
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      Gandhi, Vikram, and Mahima Rao-Kachroo. "Piramal Foundation: The Business of Philanthropy." Harvard Business School Case 520-011, July 2019.
      • 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?  View Details
      Keywords: Real Estate Development; Philanthropy; Family Business; Nonprofit Organizations; Philanthropy And charitable giving; Management Succession; Real Estate Industry; United States; Boston
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      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...  View Details
      Keywords: Philanthropy And charitable giving; Wealth; Identity; Behavior; Communication Strategy
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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...  View Details
      Keywords: Ecosystem; Public/private Partnership; Small Business; Programs; Education; Partners And Partnerships; Philanthropy And charitable giving; United States
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      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...  View Details
      Keywords: Brands And Branding; Philanthropy And charitable giving; Business And Community Relations; Sports Industry; Tampa
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      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.)
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