Solea Institute

The Entrepreneur Reinaldo Rique and his family were supported by IDIS in the creation of a family philanthropic vehicle. The process consisted of three stages:

  • Construction of strategic and action planning;
  • Technical staff recruitment and training;
  • Preparation of Bylaws.

In the strategic planning, the focus of action of the future Institute was defined – cause, public and geography – and the pre-strategy of grantmaking (donation) was elaborated, with criteria for the selection and validation of projects. With the aim of bringing references, IDIS accompanied the philanthropist and two advisors from the Institute on technical visits to social organizations in São Paulo.

The project gave rise to the Solea Institute, a non-governmental organization that was formalized in early 2022 and focuses on strengthening education and reducing social inequalities nationwide.

“We had the valuable support of IDIS in our first steps. The zeal and expertise of the institution’s technical team during the creation process of the Solea Institute gave us the necessary security to get the project off the ground”, says Luiz André Soares, executive director of the organization.

HSi Investments

Between August 2020 and March 2021, IDIS carried out a consulting project to guide and build a Family Philanthropy Strategic Plan for the entrepreneur and philanthropist Helio Seibel, linked to companies such as Duratex, Leo Madeiras and Leroy Merlin. The project’s main objective was to understand its history of social investment, as well as its values, personal beliefs, preference of causes, among other aspects for the design of a strategy for its philanthropic action through HSi Investimentos.

With a long and expressive trajectory in Private Social Investment (ISP), Helio sought to structure his contributions to different organizations and projects in the light of a new strategic guideline, aligned with his vision of the world and social impact for Brazil.

The process was divided into stages, the first being a diagnosis and the second conducting workshops for strategic reflection on Family Philanthropy.

As a result, there was the construction of an ISP Strategic Map that identified:

  • Priority causes and sub-causes;
  • Acting region;
  • Target audience and;
  • Risk profile.

In addition, performance models were presented and criteria were defined for the selection and monitoring of donations and annual budget, as well as a suggestion for its allocation.

According to Alex Seibel, “the work of IDIS was very important to help structure HS philanthropy, and bring more professionalism, more organization, and greater clarity about the causes we will support”.

Mosaic Institute

The Public Notice for Water is an initiative of Mosaic Institute and, since its inception, has sought to value and promote water resource management practices in the communities where the company operates. This is based on support for actions that ensure the availability of quality water for present and future generations.

With this objective in mind, the Public Notice’s premise is to support and strengthen small, medium and large civil society organizations (CSOs) and higher education institutions to develop projects in this focus. The possibilities of projects for the theme, including, are many: preservation of springs, recovery and protection of water-related ecosystems, implementation of water and sewage treatment system, reuse of water, research and new conservation technologies and so on. .

A signatory to the Global Compact Brazil, Mosaic Fertilizantes has an agenda of sustainability initiatives aligned with the UN’s Sustainable Development Goals (SDGs). The project is related to SDG 6 of the 2030 Agenda: ‘Ensure the availability and sustainable management of water and sanitation for all’. For this reason, it was recognized in the “Successful Cases in #ODS6 – Water and Sanitation” award in 2 categories, alongside 10 other Brazilian initiatives. The result was announced at the annual event of the platform ‘The CEO Water Mandate’, promoted by Rede Brasil do Pacto Global, in December 2019.

IDIS has been the technical partner of the Water Notice since its inception, responsible for managing the donation process as a whole, from planning to formalizing the donation, signing the partnership agreement, managing transfers and monitoring the winning projects. The main phases of a project like this include the creation of the regulation and registration forms, the receipt of proposals and evaluation of the candidates, the analysis of the projects and support to the examining board for the selection of the winners, according to the criteria established in the planning phase, and monitoring of financial transfers and project execution.

First edition – 2019

Its first edition, the Edital da Água, aimed to cover the regions of influence of Mosaic in the states of Bahia, Sergipe, Minas Gerais, Mato Grosso, Mato Grosso do Sul, São Paulo, Paraná and Goiás, Rio Grande do Sul, which followed in all other editions, in this first one comprising 24 municipalities.

44 proposals were submitted, from 30 proposing organizations, and 10 were selected by a panel composed of representatives of Instituto Mosaic, Mosaic Fertilizantes and independent specialists in the water theme, by executives from the company’s main strategic areas and who are directors of Instituto Mosaic, in addition to market experts and universities in the field of water and sustainable development. The selected projects were classified between two categories and may receive R$52 thousand or R$32 thousand for the realization of proposals.

The projects approached the proposed theme in different ways. While the “Água é Vida” Project, in Goiás, proposed a project for the recovery and preservation of springs in the Macaúba Community, for example; another, in Rio Grande do Sul, created a mobile game to raise children’s awareness of water use.

Learn more about this edition’s winners here.

Second Edition – 2020

One of the goals of Instituto Mosaic is to strengthen the organizations supported by the public notice so that the projects are permanent and effective. In addition, the number of supporters and organizations thinking about the subject should grow. The second edition of the Edital da Água saw this happen.

There were 90 proposals received and 76% of them validated as possible competitors to receive the support of R$45 thousand. After evaluation by the specialized bank, 12 projects were chosen and awarded in 6 different states of the country.

Among the initiatives, the development of a micro-irrigation system to reduce water consumption in banana cultivation, without prejudice to production, the installation of septic tanks and biodigesters for greater access to sanitation and actions for the recovery and protection of springs and areas that greatly contribute to the preservation of ecosystems.

Third edition – 2021

In the third edition, the number of supported projects and the area covered by the Public Notice were expanded, in the search for greater environmental impact, social transformation and dissemination of new technologies.

There were 15 projects selected in 9 different Brazilian states and contributed with R$45 thousand to carry out the initiatives. The institutions will have the entire year of 2022 to carry out and deliver the proposed projects.

Instituto Mosaic: transforming the reality of the territories where they operate

Founded in 2008 and restructured in 2019, Instituto Mosaic aims to promote mutual and sustainable development in the communities around us. With this, we seek to combat social inequality and create a network that promotes well-being, quality education, training people and strengthening essential values, such as ethics, collaboration and responsibility. Thus, it is possible to nurture a more dignified and fair Brazilian society.

Rockefeller

IDIS established a partnership with the Rockefeller Foundation to generate inspiring knowledge for Brazilian private social investment. The partnership enabled the translation into Portuguese of texts by Bellagio Inatitive, which discussed the future of philanthropy, and other relevant content for Brazilian private social investment. The partnership with the Rockefeller Foundation also led to the emergence of redIS, the Social Investor Network, a platform for exchanging philanthropic knowledge.

Health Emergency Fund – Coronavirus Brasil

Created by IDIS, Movimento Bem Maior and BSocial, the Health Emergency Fund was one of the first initiatives that were launched motivated by the pandemic. It reached expressive numbers: it raised R$ 40,4 million in seven months of operation and has had 61 beneficiaries – 59 philanthropic hospitals, one research institute and one social organization –  contributing to the strengthening of the Brazilian public health system. Among the over 11 thousand donors, we see companies of different sizes and areas of expertise, in addition to families committed to philanthropy and civil society in general. The raised resources were converted to hospital equipment for ICU, and materials such as respirators, COVID-19 tests, masks, gloves, among others.

“This wave of solidarity definitively brought the strengthening of the collaboration culture in the country, and that of networking. The challenge of facing a global pandemic made the philanthropic national scene emerge with a never before seen or imagined velocity”, states the executive director for Movimento Bem Maior (Greater Good Movement), Carola Matarazzo.

This action is another example of how collaboration between civil society, companies and the government was important for facing the effects of the pandemic and the emergency challenges in such a scenario. The way the pandemic spread showed the importance of extending resources to states in a more vulnerable situation, such as Pernanbuco, Amazonas, Acre, Rio de Janeiro, Ceará, Minas Gerais, among others. In Manaus, where mortality was high, almost R$ 1 million were forwarded to two hospitals in the city. Various hospitals, known as Santa Casa da Misericórdia, all over the country also received resources to face the pandemic.

The creation of emergency funds was increased during the pandemic, and in 2021, a law was passed in the Senate and now transits the Chamber of Deputies. Considering that it will be more common from now on.

“Being a part of the Emergency Fund was an opportunity to act in a moment of need in our country, facing the pandemic, by offering a path for making donations reach philanthropic hospitals, taking resources to the frontlines of the battle against COVID. Transparency, union, strength and solidarity were the values that guided us,” says Maria Eugênia Duva Gullo, cofounder of BSocial.

RESULTS OF THE HEALTH EMERGENCY FUND

_R$ 40,4 million in mobilized resources (equivalent to about USD 8 million on that year)

_61 institutions from 25 states benefited

_3,7 million PPE distributed

_362 thousand COVID-19 tests

_3.621 hospital equipment acquired

Over 11 thousand donors, among companies of different sizes and areas of expertise, in addition to families committed to philanthropic actions and civil society in general.

 

Check out the Health Emergency Fund report and how to create an Emergency Fund (material in Portuguese):

ESG Index for Racial Equality

Social inequality and structural racism are historical problems in Brazil. In the last decades, and especially in the last few years, we have observed debates about how these topics influence the behavior of people and companies. The murder of George Floyd in the United States motivated demonstrations throughout the world, even during the coronavirus pandemic. The Black Lives Matter movement influenced companies, governments and civil society to position themselves against racism. In Brazil, where 56% of the population declares itself as being black, the topic gained the spotlight in the same period.

To address one of the main roots of social inequality in Brazil, Parceiros da Educação, represented by its president Jair Ribeiro, sought IDIS and the consultancy services for diversity and inclusion of Uzoma Diversidade, Educação e Cultura and Diversidade Corporativa (Uzoma Diversity, Education and Culture and Corporate Diversity) for the construction of the Pact for the Promotion of Racial Equity , a never before seen initiative to bring racial cause to the center of ESG discussions in Brazil. It gathered academics, civil society, consultancies and companies, and IDIS helped the Pact in the development of an algorithm for the diagnosis of racial equality in companies (IEER – ESG Index for Racial Equality). We also helped in strategic definitions and practices for the implementation of a new ESG Racial Protocol that will guide companies and investors who are interested and committed to the racial cause.

As a promotor of private social investment (ISP) in Brazil, IDIS also contributed with the mapping of guidelines so that companies can change the reality of the territories where they act through ISP in Racial Equity, promoting more social development and racial equality.

See the Pact’s flow:

Protocol and Governance

_The company makes demographic data available (calculation of IEER_N1)

_Voluntary adhesion to the Pact, with the adoption of the ESG Racial Protocol, which stablishes commitment to IERR_N1 goals of implementing affirmative actions and social investments.

_The company commits to adopting affirmative actions (calculation of IEER_N2)

_The company commits to invest in racial equity (calculation of IEER_N3)

_Certification and monitoring through independent and certifying organizations (assignment of Racial Equity Rating)

Among the people involved, there are black movement activists such as Hélio Santos, Cida Bento (CEERT), Selma Moreira (Baobá Fund), and Adriana Ferreira (Feira Preta), financial market representatives such as Gilberto Costa (JP Morgan) and Fabio Alperowitch (FAMA Investimentos), in addition to academics like Lucas Cavalcanti, Michael França, Sérgio Firpo and Thiago Amparo. The Pact was launched on July 8th, 2021 in an event with over 100 people attending and with the support of UN’s Global Compact.

In October 2021, the Pact for the Promotion of Racial Equity Association was formalized, responsible for the promotion of the Pact for the Promotion of Racial Equity and for managing and monitoring a new ESG Racial Protocol.

Day the Racial Equity Promotion Pact Association was formalized, in October 2021.

Check out the website for the Pact for the Promotion of Racial Equity and how to join.

Gerando Falcões

Founded in 2011 by Edu Lyra, Lemaestro, Mayara Lyra and Amanda Boliarini, “Gerando Falcões” is a social development ecosystem that acts in network to accelerate the impact power of leaders in favelas all over Brazil that have a common dream: to  turn poverty into a museum item. With focus on transforming initiatives, they are capable of generating long-term results, delivering education, economic development and citizenship in slum territories. They are capable, as well, of executing systemic transformation programs in slums, like Favela 3D.

Between 2020 and 2021, IDIS was responsible for the Impact Assesment of a program on Sport and Culture held with children and teenagers, and of the Professional Qualification Program with young adults, carried out in São Paulo. The chosen methodology was SROI (Social Return on Investment), which in addition to guiding decision-making management brings inputs for the communication with society and funders.

It was demonstrated that with every R$1,00 invested in the evaluated initiatives, R$3,50 are generated in benefits for society, a positive and relevant outcome which was confirmed by aditional tests and sensibility analysis. We also identified that Gerando Falcões’ investment “socially pays for itself” (payback) already in the second year after its done.

Throughout the study – which involved not only quantitative analysis, but also interviews and focal groups – we observed the importance of the “Gerando Falcões” way of acting. They focus on the development of a positive and empowering attitude with those they help.

Gerando Falcões characteristics, such as management, agility and commitment of the team are important for reaching the results in this evaluation, and for minimizing the effects of the COVID-19 pandemic. In other words, the results reflect not only the quantity of activities that are offered, but also the quality and compliance to their audiences and territories.

The assessment also offered guidance and suggestions of possible ways for the organization to increase its impact and explore its potentials, might it be it through activities that are performed by Gerando Falcões in its units, or through the possibility of exporting the methodology to organizations that are accelerated by Gerando Falcões throughout Brazil.

Anglo American

Germinar program is an Anglo American initiative. Its main goals includes qualifying and encouraging civil society organizations in the municipalities of Alvorada de Minas, Conceição do Mato Dentro, Dom Joaquim and Serro, all in the state of Minas Gerais. This region is directly and indirectly influenced by Anglo’s Minas-Rio System. The qualification has the goal of promoting the development of sustainable and transforming social initiatives in theses cities.

In 2015, IDIS supported Anglo in the initial local diagnosis phase. We used the Asset-Based Community Development – ABCD to carry out the survey with local social organizations. IDIS consultants mapped 84 organizations that acted in these areas, and such organizations participated in training that was done in three cycles: development of social projects, managing such projects and fundraising through tax incentive laws. The project was carried out by IDIS between January and November of 2015 and involved 104 social acting parties.

Brazilian Philanthropy Forum

Active since 2012, the Brazilian Philanthropy Forum offers an exclusive space for the philanthropic community to gather, exchange experiences and learn with their peers. These actions strengthen philanthropic strategy for promotion of the development of Brazilian society. Every year, the event gather philanthropists, leaders and specialists, both national and international.

To map out and discuss philanthropy’s role for the development of Brazil, we´ve had as speakers leaders such as Edvaldo Vieira, Guilherme Leal, Jorge Gerdau Johannpeter, Jane Wales, Lester M. Salamon, Maílson da Nobrega, Neil Heslop, Peter Eigen, Rob Garris, Swanee Hunt, Viviane Senna, among others.

The Brazilian Philanthropy Forum is a joint initiative by IDIS and the Global Philanthropy Forum (GPF).

Learn more at: idis.org.br/forum/en

World Giving Index

World Giving Index (WGI) is a global research about solidarity. It reaches 135 countries in all continents and asks if the citizen does volunteer work, helps people on the streets or donates to civil society organizations. WGI is produced by CAF UK and IDIS publicizes its contents in Brazil, providing reflection about the topic and increasing its impact, which in turn generates knowledge about solidary attitudes in Brazilians.

 

U.S Consulate-General

Civil Society organization actions are fundamental in Brazil. Despite the great ability and knowledge of causes and of places in which they act, the segment has challenges to overcome, related to structure and management, which interfere in their capacity of generating long-term impacts and also in their access to resources. Stemming from this need, Charities Aid Foundation (CAF), IDIS and the U.S Consulate-General in São Paulo gathered to create the Program for Strengthening Civil Society Organizations. Through on-site training, as well as a series of online training, the program, which was implemented in June 2018, had as goals the development of three abilities in small and medium-sized nonprofit organizations that act in the metropolitan region of São Paulo. These abilities were: (1) strategic planning; (2) fundraising (for mobilizing both local and American resources) and (3) forming and participating in intersectoral networks.

A year after the conclusion of the program, eighteen out of the twenty participants were willing to answer a survey to identify how the organizations evolved in regards to the items that were approached in the course. Among the interviewed, when questioned on strategic planning, 72% indicated that the topic became more relevant in their organizations. The same percentage indicated that in the last year, there was a revision of the portfolio of programs and projects, carried out through formal analysis methodologies. With regards to partnerships, only one organization said they hadn’t made contacts in the last year. The perception on fundraising was also positive – 13 organizations said the amount of resources from third parties increased in the last year, coming from local investors mainly. The access to foreign resources proved to be the greatest challenge, with 56% of interviewees indicating that they had not made contact with any investors outside of Brazil.

Riverside Early Childhood Program

(Programa Primeira Infância Ribeirinha)

From an innovative pilot experience carried out in the State of Amazonas, in partnership with Fundação Amazonas Sustentável (FAS- Sustainable Amazonas Foundation), and having children of up to three years of age that reside on the margins of rivers in the tropical forest as our focus, IDIS developed a public policy that was to be implemented by the State Government. The project, called Programa Primeira Infancia Ribeirinha (Riverside Early Childhood Program), counted with the support of the Bernard van Leer Foundation and included dialogue with the states leaders and policy makers of the city of Manaus and of the state of Amazonas.

Endowment Advocacy

IDIS led an education and advocacy strategy to build support for an Endowment Law that was approved in January 2019.

Overview

Until recently, there was no supporting legislation for endowments in Brazil. As a consequence, few incentives existed and there were only a limited number of endowments to support CSOs in Brazil.

IDIS worked with others to build support for an Endowment Law over an eight-year period, including a strong education element about why it was needed, alongside an advocacy strategy to see a law ultimately enacted. Given the importance of endowed giving in the growth of philanthropy in many countries, bolstering it should provide a major boost to Brazil’s culture of giving.

Context

In spite of the fact that endowment funds are a well-known and commonly used mechanism in the developed world, they are only just beginning to be used elsewhere.

Some of the largest endowments in the world can be found in the United States of America and the United Kingdom. Some examples of the largest and most relevant endowments are the Bill & Melinda Gates Foundation, with an endowment valued at over $50 billion USD, Harvard University’s endowment, valued at over $37 billion USD, and the Wellcome Trust endowment, valued at over $30 billion USD.  In emerging economies, this is also a trend with such examples as the Mohammed Bin Rashid Al Maktoum Foundation in the United Arab Emirates and its $10 billion endowment, and in India, with the Azim Premji Foundation and its $21 billion endowment.

However, in Brazil there was no legislation regulating endowments, meaning while there were a few endowments, such as the Bradesco Foundation and Maria Cecilia Souto Vidigal Foundation, both linked to a financial institution when founded, they were rare. Until now there has been no legal environment to support endowments, creating a level of uncertainty for endowment donors.

accomplishments

IDIS, the Brazilian partner of the Charities Aid Foundation (CAF Global Alliance), sought to generate support for an enabling endowment law in Brazil effectively from scratch.

The pillars of innovation included a dual strategy of education and advocacy. IDIS took key actions including:

1. Launched a book

in 2012, entitled “Endowment Funds, Creation and Management in Brazil” with support from Vale Foundation and Ford Foundation. It was the first book to address this topic in Brazil and continues to be a reference for organisations, philanthropists, academia, fund managers and regulators.

2. Led several meetings resulting in the drafting of a bill proposal for endowments, based on international best practice

In 2012 and 2013, IDIS convened the Endowment Study Group with GIFE and JP Morgan. The group had 90 members, including lawyers, executives of the non-profit sector, public prosecutors, academics and others

3. Developed 3 guidance documents and other useful materials on
Endowment Funds

In 2016, IDIS developed guidance in partnership with Levisky Negócios & Cultura, PLKC Advogados, with sponsorship by the Brazilian National Development Bank (BNDES), Petrobras and Caixa Econômica Federal. They also translated an important book on philanthropy and endowments, ‘Philanthropication through Privatization’ (PtP) by Professor Lester M. Salamon from John Hopkins University

4. Created an advocacy strategy with several partners from civil society philanthropy and the private sector.

IDIS and others agreed fundamental principles for good legislation that would benefit CSOs, philanthropy and social investors. These included:

• Breadth of the social causes and non-profit organizations that may constitute endowment funds
• Existence of fiscal incentives
• Governance and transparency rules based on international best practices

5. Met with congressional representatives and government officials across multiple departments

Over a 6 year period, including the General Secretary of the Presidency, representatives of the Chamber of Deputies, Federal Senate, IDB and the Ministry of Education, Culture and Economy. IDIS hosted events and discussions that led to 11 Bills in the National Congress that sought to regulate endowments in Brazil.

6. Brought together the Coalition for Endowments

(“Coalizão pelos Fundos Filantrópicos” ) in the final stages to strengthen the movement for the regulation of endowments. Led by IDIS and with legal advice from PLKC Advogados, relevant organizations supported the creation of the movement: Gife, APF, Cebraf, Humanitas 360 and Levisky. With over 60 organizations, the Coalition was launched in the National Congress in 2018.

Challenges

The path that has led to the approval of the legislation was long and unpredictable and IDIS needed to be prepared and flexible. For example, in 2018, due to an unfortunate catastrophe, a fire that destroyed over 90% of the Brazilian National Museum’s archives ended up being a catalyst for government action. Michel Temer, the President at that time, signed a Provisional Measure to ensure that museums, universities, other public institutions and nonprofits benefit from the endowment mechanism, improving their long-term sustainability. IDIS, in the name of the Coalition, released a Public Notice declaring support to the measure and highlighting the importance that it includes all social causes and organizations.

Advocacy depends on organizational agility. Identifying key government representatives that could push forward the initiative is very important, but more so is the ability to respond rapidly to all opportunities that emerge in the process, with concrete alternatives. The IDIS president was directly involved and there were dedicated funds provided in the final stages to help achieve success.

What was achieved? 

In early 2019, after eight years of work by IDIS, Brazil’s government approved the Provisional Measure, transforming it into the 13.800 Law, the “Endowments Law”.

• The law will provide better incentives for creating endowments, expected to benefit cultural CSOs, such as museums and orchestras in particular.

• IDIS also built a stronger network of civil society supporters. Over the long period of advocating for endowment regulation in Brazil, IDIS was able to attract multiple partners and supporters to the cause (over 60 organizations from all sectors). It became a core pledge across civil society that united different actors. • Laying the groundwork for longerterm impact. If Brazil’s largest  fortunes donate 1% of their assets to endowments, at least US$ 1.2 billion for philanthropy would be realized.

KEY LESSONS

> Organisations should be responsive to external events which can help to galvanise political support – in this case a tragedy of a museum fire

>Getting a new law passed takes time. Successful advocacy depends on agility and perseverance, as well as availability throughout the process to respond to events and opportunities as they arise

> Building a strong knowledge base on the aims, with international benchmarks, is important

> Creating a broad coalition was the critical innovative aspect that led to success

Avon Institute

In action since 2003 as a social extension to Avon, a company that for over 130 years has connected millions of women amongst themselves and to a life with more opportunities, the Avon Institute has the mission to “mobilize society to face breast cancer and violence against women and girls in Brazil”.

Partner of the Avon Institute since its creation, IDIS supports the management of donations that are carried out by the institute to projects and civil society organizations that act in breast cancer causes and in the fight against violence on women and girls.

In 2020, amid the Covid-19 pandemic, there was an increase of cases of violence against women and girls, which motivated the Avon Institute, along with Accor, to install the Private Social Investment Fund for the Extintion of Violence against Women and Girls.

Our team got involved in the definition of strategic guidelines, goals and governance of the fund. IDIS also defined the criteria for grantmaking and the selection process of the beneficiaries.

Up until the end of the year, with only a few months of existence, the fund had managed to support three organizations with projects focused on the increase in availability of housing for women in violent situations. Other companies that may have interest in this cause can join forces through financial support or support in services, as in Natura’s case, a company that joined the fund as an investor.

The fund is still active in 2021 and its goal is to benefit at least 10 thousand women through financial support and through the expansion of housing services, as well as of psychological treatment and legal guidance.

WWF – Brazil

WWF-Brazil is an organization that is committed to preserving biodiversity and to engaging Brazilian society in the preservation of the environment and in the rational use of natural resources. IDIS provided technical support to WWF-Brazil by carrying out a viability study with the goal of mapping partnership opportunities between the organization and the business sector. As a result, IDIS outlined converging aspects between the organization’s mission and interests that represent Brazilian companies in the preservation and use of the environment, and then defined strategies to approach companies for WWF-Brazil.