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Private Charity and Public Inquiry A History of the Filer and Peterson Commissions Eleanor L. Brilliant The story of two commissions that had a major impact on philanthropic activity and public policy. In the midst of the tumultuous 1960s, the United States Congress turned its attention to issues of tax policy and philanthropy, with special focus on abuses and responsibilities of philanthropic foundations. During the period marked by passage of the Tax Reform Act of 1969, John D. Rockefeller 3rd was one of the staunchest defenders of philanthropy in public and in behind-the-scenes lobbying in Washington. This book is a history of two major commissions initiated by Rockefeller: The Commission on Foundations and Private Philanthropy (1969-1970), dubbed "The Peterson Commission" after its chairman, Peter G. Peterson; and The Commission on Private Philanthropy and Public Needs (1973-1977), headed by John H. Filer, and known as "The Filer Commission." Brilliant analyzes the significance of the two commissions with regard to philanthropy and public policy, and in light of the value that Americans place on voluntary associations. Using original documents of the two commissions, archival material, and extensive interviews with key informants, Brilliant shows how powerful individuals and groups influence tax policy in the United States. Her analysis provides new insights into the two sides of philanthropy doing good and getting rewarded for it through tax benefits. Eleanor L. Brilliant, Professor of Social Work at Rutgers University, teaches courses on social policy, management, organization theory, and women's issues. She is on the Graduate Faculty of Rutgers University and is a member of the Women's Studies Faculty. She is currently Vice President for Administration/Secretary of ARNOVA. Among her major publications are The United Way: Dilemmas of Organized Charity and The Urban Development Corporation: Private Interests and Public Authority. She is completing a national study of women's funds and the Women's Funding Network. Philanthropic Studies -- Dwight F. Burlingame and David C. Hammack, editors Contents Preface Note on Archival Sources Introduction Point and Counterpoint: Charities, New Committees, and Tax Policy Leading to Reform: Patman, Treasury, and Congress The Gathering Storm In Whose Interest? Law and Regulation The Peterson Commission: A Summation After the TRA: Emergence of a New Commission The Filer Commission in Action Filer Commission Follow Up: Missed Opportunities and Emergent New Groups Lessons from the Past and Issues for the Future
The troubling ethics and politics of philanthropy Is philanthropy, by its very nature, a threat to today’s democracy? Though we may laud wealthy individuals who give away their money for society’s benefit, Just Giving shows how such generosity not only isn’t the unassailable good we think it to be but might also undermine democratic values. Big philanthropy is often an exercise of power, the conversion of private assets into public influence. And it is a form of power that is largely unaccountable and lavishly tax-advantaged. Philanthropy currently fails democracy, but Rob Reich argues that it can be redeemed. Just Giving investigates the ethical and political dimensions of philanthropy and considers how giving might better support democratic values and promote justice.
In recent years, some public officials and advocacy groups have urged that private philanthropies be subject to more uniform standards and stricter government regulation ranging from board composition to grant distribution to philanthropies' charitable purposes. A major justification cited by advocates of these proposals is the claim that the charitable tax exemption and deduction are government subsidies, and thus philanthropic funds are "public money" and should be publicly controlled. Some advocates also claim that philanthropic assets are public money because philanthropies operate under state charters and are subject to state oversight. In the second edition of this monograph, legal scholars Evelyn Brody and John Tyler evaluate the legal basis of the "public money" claim. They conclude that it is not well founded in legal authority. State oversight of philanthropies is not based on an assertion that philanthropies are subject to state direction or that their assets belong to the public, they write. Similarly, the fact that philanthropies have state charters does not make them state agencies or subject them to the constraints that apply to public bodies. Finally, the philanthropies and their donors receive their federal tax benefits in return for the obligation to pursue public rather than private purposes and to comply with the laws designed to ensure the pursuit of such purposes. There is no evidence, Brody and Tyler find, that these benefits were meant to give government other types of control over philanthropies.
The age of international philanthropy is upon us. Today, many of America's most prominent foundations support institutions or programs abroad, but few have been active on the global stage for as long as Carnegie Corporation of New York. A World of Giving provides a thorough, objective examination of the international activities of Carnegie Corporation, one of America's oldest and most respected philanthropic institutions, which was created by steel baron Andrew Carnegie in 1911 to support the “advancement and diffusion of knowledge and understanding.” The book explains in detail the grantmaking process aimed at promoting understanding across cultures and research in many nations across the world. A World of Giving highlights the vital importance of Carnegie Corporation's mission in guiding its work, and the role of foundation presidents as thought and action leaders. The presidents, trustees, and later on, staff members, are the human element that drives philanthropy and they are the lens through which to view the inner workings of philanthropic institutions, with all of their accompanying strengths and limitations, especially when embarking on international activities. It also does not shy away from controversy, including early missteps in Canada, race and poverty issues in the 1930s and 1980s related to South Africa, promotion of area studies affected by the McCarthy Era, the critique of technical assistance in developing countries, the century-long failure to achieve international understanding on the part of Americans, and recent critiques by Australian historians of the Corporation's nation-transforming work there. This is a comprehensive review of one foundation's work on the international stage as well as a model for how philanthropy can be practiced in a deeply interconnected world where conflicts abound, but progress can be spurred by thoughtful, forward-looking institutions following humanistic principles.
The modern American foundation as an instrumentality for charitable and philanthropic giving is in many ways a unique and complex social/economic/political institution. This is particularly the case for foundations with large assets. As a social phenomenon, the foundation has deep roots in the past. At the beginnings of any degree of civilization charitable giving and rudimentary forms of foundations emerge. This is the case in many regions of the world. The pattern is consistent: once enough property or wealth beyond primitive human needs is accumulated, some of it begins to be set aside for what the donors of such wealth consider worthwhile purposes.The serious literature contributing greatly to public perception of philanthropy and foundations has been relatively sparse. Much of what is available is quantitative and statistical in nature. There has been limited objective attention to the motives or reasons spurring individual philanthropists to engage or not to engage in creating foundations; such motivation needs historical and comparative analysis. Major investigations and studies of foundations, together with ancillary national, regional, and international organizations to facilitate such study, have received spotty consideration.Philanthropists and Foundation Globalization addresses three interrelated aspects of foundation history. First, it reviews biographical-historical profiles of the founding philanthropists and their heirs engaged in international giving. Second, it discusses major governmental and non-governmental investigations and studies of foundations including domestic ones, and also foreign ones in which U.S. participants have played a prominent role, spanning the period 1912 to the present. Third, it chronicles foundation developments and activities in Europe at the close of the twentieth century. The volume provides a historical account of some U.S. foundations' international activity in a particular region in a specific time period and their a
Today, America's nonprofit organizations seem caught in a force field, buffeted by four impulses—voluntarism, professionalism, civic activism, and commercialism. Too little attention, however, has been paid to the significant tensions among these impulses. Understanding this force field and the factors shaping its dynamics thus becomes central to understanding the future of particular organizations and of the nonprofit sector as a whole. In this second edition of an immensely successful volume, Lester Salamon and his colleagues offer an overview of the current state of America's nonprofit sector, examining the forces that are shaping its future and identifying the changes that might be needed. The State of Nonprofit America has been completely revised and updated to reflect changing political realities and the punishing economic climate currently battering the nonprofit sector, which faces significant financial challenges during a time when its services are needed more than ever. The result is a comprehensive analysis of a set of institutions that Alexis de Tocqueville recognized to be "more deserving of our attention" than any other part of the American experiment.
How philanthropy has shaped America in the twentieth century American philanthropy today expands knowledge, champions social movements, defines active citizenship, influences policymaking, and addresses humanitarian crises. How did philanthropy become such a powerful and integral force in American society? Philanthropy in America is the first book to explore in depth the twentieth-century growth of this unique phenomenon. Ranging from the influential large-scale foundations established by tycoons such as John D. Rockefeller, Sr., and the mass mobilization of small donors by the Red Cross and March of Dimes, to the recent social advocacy of individuals like Bill Gates and George Soros, respected historian Olivier Zunz chronicles the tight connections between private giving and public affairs, and shows how this union has enlarged democracy and shaped history. Demonstrating that America has cultivated and relied on philanthropy more than any other country, Philanthropy in America examines how giving for the betterment of all became embedded in the fabric of the nation's civic democracy.
Donating money to modify public thinking and government policy has now taken its place next to service-centered giving as a constructive branch of philanthropy. Many donors now view public-policy reform as a necessary adjunct to their efforts to improve lives directly. This is perhaps inevitable given the mushrooming presence of government in our lives. In 1930, just 12 percent of U.S. GDP was consumed by government; by 2012 that had tripled to 36 percent. Unless and until that expansion of the state reverses, it is unrealistic to expect the philanthropic sector to stop trying to have a say in public policies. Sometimes it’s not enough to build a house of worship; one must create policies that make it possible for people to practice their faith freely within society. Sometimes it’s not enough to pay for a scholarship; one must change laws so that high-quality schools exist for scholarship recipients to take advantage of. Yet public-policy philanthropy has special ways of mystifying and frustrating practitioners. It requires understanding of governmental practice, interpretation of human nature, and some philosophical perspective. Public-policy philanthropists may encounter opponents operating from different principles who view them as outright enemies. Moreover, public-policy struggles never seem to end: victories one year become defeats the next, followed by comebacks, then setbacks, and on and on. This book was written to help donors navigate all of those obstacles. It draws on deep history, and rich interviews with the very best practitioners of ­­public-policy philanthropy in America today. Whatever your aspirations for U.S. society and governance, this guide will help you find the best ways to make a difference.
This book discusses a series of related but independent challenges faced by philanthropic foundations, drawing on international, contemporary and historical data. Throughout the world, private philanthropic foundations spend huge sums of money for public good while the media, policy-makers and the public have little understanding of what they do and why. Diana Leat considers the following questions: Are philanthropic foundations more than warehouses of wealth? Where does foundation money come from, and is there a tension between a foundation’s ongoing sources of income and its pursuit of public good? How are foundations regulated and held accountable in society? Is there any evidence that foundations are effective in what they do? Is it possible to have too much philanthropy? In posing these questions, the book explores some of the key tensions in how foundations work, and their place in democratic societies.
Policy Patrons offers a rare behind-the-scenes view of decision making inside four influential education philanthropies: the Ford Foundation, the W. K. Kellogg Foundation, the Bill & Melinda Gates Foundation, and the Eli and Edythe Broad Foundation. The outcome is an intriguing, thought-provoking look at the impact of current philanthropic efforts on education. Over a period of several years, Megan E. Tompkins-Stange gained the trust of key players and outside observers of these four organizations. Through a series of confidential interviews, she began to explore the values, ideas, and beliefs that inform these foundations’ strategies and practices. The picture that emerges reveals important differences in the strategies and values of the more established foundations vis-à-vis the newer, more activist foundations—differences that have a significant impact on education policy and practice, and have important implications for democratic decision making. In recent years, the philanthropic sector has played an increasing role in championing and financing education reform. Policy Patrons makes an original and invaluable contribution to contemporary discussions about the appropriate role of foundations in public policy and the future direction of education reform.