The third in a series, D5′s State of the Work 2013 features lessons learned from executives of the American Express Foundation, the Baltimore Community Foundation, Access Strategies Fund, the Silicon Valley Community Foundation, Lloyd A. Fry Foundation, Capek Consulting, Russell Family Foundation and FSG. The report draws on the successes and challenges of philanthropic leaders to create a more diverse sector in 2012—and offers actions to inspire leaders to advance diversity, equity, and inclusion in 2013.

This tool by Donors Forum of Chicago provides examples of diversity statements and policies from foundations and organizations.

This 2010 report by J. Bearman et al in the Journal of Philanthropy discusses the Diversity in Philanthropy Project (DPP), a three-year voluntary effort of foundation trustees, staff, and philanthropy support organization executives committed to increasing diversity and inclusive practice across philanthropy’s leadership, grantmaking, and investing. DPP yielded lessons applied to the development of a sustained diversity strategy for the field involving a broad coalition of leading philanthropy organizations and networks. This strategy became the five-year initiative, D5 Coalition.

This 2009 study commissioned by the Council of Michigan Foundations is the first demographic study of Michigan foundation staff and trustees. Survey questions were based on those developed by the Foundation Center that were used in other regional studies on diversity in philanthropy.

This 2011 report by Patricia Bradshaw and Christopher Fredett from the Nonprofit Quarterly distinguishes between functional and social inclusion of diverse board members and offers that both are needed for transformative change.