This article reports on data and analysis from a case study investigating policy enactments in a multi-academy trust (MAT) in England. The focus is the influence of a policy intermediary organisation (PIO), The Education Endowment Foundation (EEF), on policy making by school leaders. The case is located in the literacy policy of a MAT of 15…

The Gloucestershire Gateway Trust (GGT) is a social enterprise initiative in Southwest England focused on Asset-Based Community Development (ABCD). This article describes a six-year action research collaboration that has sought to support the GGT and its local non-profit organizational partners using a variety of action research methods, including…

A phenomenon with far-reaching effects on nonprofit investment management and governance has become a little-noticed yet powerful force in boardrooms over the past decade. Despite its wide-ranging implications, this development has largely gone undocumented. This paper seeks to draw attention to this change and its implications, and to trace a…

This article explores the law relating to the global custodianship of funds, notably as managed for endowed charities such as universities and independent schools. Is global custody based on the legal concept of bailment or of trusts? Just how secure are the legal underpinnings of this financial mechanism? The conclusions are that the legal…

Surveys the federal tax implications of "immediate" charitable gift annuities (annuity payments beginning within one year of transfer) and "deferred payment" charitable gift annuities (beginning at a specified date), both of which enable individuals to make a charitable gift, retain a form of life income, and achieve federal…

Reviews the Tax Reform Act of 1969 with regard to income, estate, or gift tax deductions available for the gift or bequest of a remainder interest. Compares the various types of deductible charitable remainder gifts. Legal forms are included for pooled income fund trusts and for charitable remainder annuity trust gifts and unitrust gifts. (JT)

This paper chronicles the life of George Peabody, intermingled with anecdotes on how the researchers gathered data in their studies. A brief overview of Peabody's life introduces the paper with a personal narrative of how the authors' search for details on his life began. Both researchers had affiliations with educational institutions resulting…

The background and development of the Securities and Exchange Commission's "ectoplastic" theory are discussed and as a case study provides a detailed analysis of its application to pooled income fund trusts maintained by charitable and educational institutions. Implications for the qualified pooled pension plan are also discussed. (Author/LBH)

This brief paper recounts the life of the extraordinary George Peabody, renowned for his educational philanthropy. Peabody is remembered for his wealth amassed as a merchant and banker, yet he also was the founder of modern educational philanthropy that lives on in seven Peabody libraries, the Peabody Conservatory of Music, three Peabody museums,…

Describes five model philanthropic programs that provide funding to Native American causes. Indicates that Native Americans are creating their own foundations and working as partners with non-Indian philanthropies. Discusses the Seventh Generation Fund, American Indian College Fund, Eagle Staff Fund Collaborative, Montana Community Foundation, and…

Reviews historical trends in U.S. philanthropy toward Native Americans, including the "missionary and chief making era" (1819-1940s), "political leadership era" (1940s-1960s), "issues and rights era" (1960s), "institutional era" (1970s), "self-sufficiency era" (1980s), and present day efforts. Highlights obstacles that prevented the success of…

This book was written for Catholic schools ready to launch an endowment or enhance an existing one. It is intended to be a resource for both Catholic elementary- and secondary-school administrators including principals and presidents, board members, development professionals, and alumni/ae. The volume outlines the three primary sources of funding…

Describes how an initial $1,500 grant helped build a desperately needed health clinic on the Pine Ridge Reservation. Provides the history of the clinic, from its beginning as a small grant to its ultimate development into a $400,000 solar-heated health clinic with a staff of 9 people, including a full-time physician. (MAB)

This article briefly describes CVS All Kids Can, a program launched by CVS/Pharmacy Charitable Trust and CVS/Pharmacy designed to make life easier for children with special needs. CVS is America's largest retail pharmacy, operating more than 5,400 retail and specialty pharmacy stores in 36 states and the District of Columbia. Through this…

It is argued in this book that while there can be a significant payoff for deferred giving programs, it is important to determine their cost effectiveness. Modern business methods of cost accounting, benefits analysis, and actuarial and econometric forecasting are applied to the Pomona College plan, whose study was supported by Lilly Endowment,…