Brazilian Philanthropy Forum reflects on the challenges and responses of philanthropy nowadays

Credit: André Porto and Caio Graça.

What loose ends can philanthropy help interlace? In what way can the use of data, technology and artificial intelligence promote social transformations? What influence does family philanthropy have? How can philanthropy help reduce inequalities? These and many other questions conducted the panels in the 13th Brazilian Philanthropy Forum, that happened on September 4th, organized by IDIS – Institute for the Development of Social Investment, with the presence of influential people from brazilian and world philanthropy and organized civil society.

With the theme ‘Interlaced Philanthropy’, the Forum is organized in partnership with Global Philanthropy Forum and Charities Aid Foundation. “This is a space for learning, reflecting and exchanging experiences. Each year we seek to bring major issues to the debate, bringing together perspectives from different regions of Brazil and the world, and bearing in mind that it is these networks and knots that spread in our society the hope for a more equitable country”, emphasized Paula Fabiani, CEO of IDIS, in the event opening. 

IDIS also celebrated its 25th anniversary with the participation of the Institute’s founder, Marcos Kisil. “I realized the lack of technical support for active philanthropists as well as for those that might come. This was the motivation that originated IDIS”, he explained.

“Philanthropy has to engage with the multiple Brazilian realities”. With this warning, Cida Bento, the author of ‘O pacto da branquitude’, started her speech in the panel that discussed the impacts of philanthropy in reducing social inequalities, next to Renata Piazzon from Arapyaú Institute, Sergio Fausto from Fundação Fernando Henrique Cardoso, and moderation from Philip Yun from CCWA and Global Philanthropy Forum. 

“Brazil needs an environment in which people from different sectors talk more among one another. We need to get together and understand that ‘whiteness’ it’s not transparency, it’s a worldview. It’s a way to seek for a solution. We need black people to be a part, not only of the group who receives the projects’ support, but also of the group who thinks in which direction we must go”, continued Cida. According to Yun, “We need to be aware of the fact that the world has changed forever. What used to work in the past, won’t work in the future”.  

When it comes to the influence of family philanthropy, José Luiz Egydio Setúbal highlighted the importance of the dialogue between wealthy families for the resolution of social issues. “Philanthropy will not be the one to save Brazil or end inequality, but the ability of interacting and exchanging with multiple sectors will. In the case of family philanthropy, there is a big capacity to influence in the three different sectors: governments, companies and society”, he defends. 

The relevance of philanthropy for the provision of public health services was highlighted by Carla Reis, Chief of the Industrial and Services Complex Department within the Productive Development, Innovation, and Foreign Trade Area of BNDES. Today, in Brazil, philanthropic hospitals are responsible for around 60% of the high and medium complexity care services provided by SUS. 

Philanthropy and technology

“Do today’s technologies reach vulnerable territories?”, with this question Daniel Paixão, Founder of the NGO Fruto de Favela and of Hub-Periférico, discussed technology as a drive to social change. “We realized we were established in a city with one of the biggest technological complexes in the country, ‘Porto Digital’, but the most vulnerable communities were not being included in it”, he explained about his motivation to create the Hub. 

Credit: André Porto and Caio Graça.

Luana Genót, founder and executive director of ‘Instituto Identidades Brasil (ID_BR)’, addressed the launch of Deb, an artificial intelligence program that answers your questions about inclusion related themes. “Deb helps us expand what we have been doing with impressive numbers, but we want everyone to be able to ask their own questions without fear of being canceled”. Beatriz Johannpeter, director of Instituto Helda Gerdau, was also present in the debate, and she presented investments made on social impact businesses, with the moderation of Alex Pinheiro, co-founder and CEO of ‘Ecossistema Square’.

 

Commitment 1%

The event also presented the official launch of Commitment 1%, a movement envisioned by IDIS and Instituto MOL, this initiative aims to engage companies to donate at least 1% of their annual net profit to civil society organizations and social causes. Twelve companies have already pledged to Commitment 1%: AB Mauri, brazilian affiliate to the international group Associated British Foods, Agência Métrica, Cyrella, fama re.capital, Grupo Gaia,  KPMG, Mattos Filho, MOL Impacto, Pantys, PWC, RD Saúde e Tozzini Freire Advogados.

‘Unraveling the S in the ESG Agenda’ follows the narrative that highlights the importance of corporations to drive social and environmental change. The session had the contribution of Luciana Morelli, executive director of the Office of Equality at Salesforce for Latin America, Liane Freire, founder and CEO of BlendGroup and Mônica Gregori, COO at Global Compact Network Brazil, with the moderation of Tarcila Ursini Corporate Advisor and Co-Chair of the System B Council. 

The Forum’s closing session proposed a debate that would intertwine life stories to weave the future, with the participation and deposition of Cláudia Soares Baré, executive director of Fundo Podáali, Grace Maingi, executive director of Kenya Community Development Foundation (KCDF) and Julia Brindisi, head of Philanthropic Investments for the Americas at the Tony Blair Institute for Global Change, with the moderation of Paula Fabiani. Other issues were also discussed throughout the day, such as emergency response, the use of data as raw material, the role of intermediary organizations and the role of philanthropy in strengthening communities. 

The event as a whole received 57 panelists and specialists in 11 different sessions, with an in-person audience of 294 people. Also, the live broadcast through YouTube received 1,398 viewers throughout the day. The event was made with Movimento Bem Maior as Master partner, RD Saúde as Silver partner, Charles Stewart Mott Foundation, Fundação Grupo Volkswagen, Fundação Itaú, Fundação José Luiz Egydio Setúbal, Instituto Aegea and Instituto Sicoob as Bronze partners, as well as UNICEF Brazil as institutional partner. 

Watch the full event here:

About IDIS 

We are IDIS – Institute for the Development of Social Investment, a civil society organization founded in 1999 and pioneer in technical support to social investors in Brazil. With the mission to inspire, support and promote strategic philanthropy and its impact, we serve individuals, families, companies, corporate and family run institutes and foundations, as well as with civil society organizations, in actions that transform realities and contribute for the reduction of social inequality in the country. Our actions are based on the tripod of generating knowledge, offering advisory and developing social impact projects that contribute to the strengthening of the ecosystem of strategic philanthropy and of giving culture.

Brazilian Philanthropy Forum 2024: how to participate

Brazilian Philanthropy Forum’s 13th edition has already set a date: September 4th. Once again, besides the in-person event in São Paulo that is exclusive for guests, the event will also take place online. 

 

In the Brazilian Philanthropy Forum 2024, when IDIS commemorates its 25th anniversary, we celebrate achievements and look forward to inspiring, supporting, and amplifying private social investment and its impact.

 

Inequalities, Hunger, Education, Health, Productive Inclusion, Climate, Environment. Complex, interconnected causes. Amid this tangle, philanthropy, presenting paths, testing solutions, and interlacing loose ends. In this space dedicated to the community of philanthropists and social investors, we bring together leaders, organizations, and experiences that offer concrete and effective answers.

 

As a result, INTERLACED PHILANTHROPY is the theme of this year’s Forum. We invite you to be inspired by the stories that will be presented.

 

REGISTER HERE FOR THE LIVE STREAMING

 

CONFIRMED SPEAKERS

 

Among the confirmed speakers are Aline Odara (Executive Director of the Agbara Fund), Beatriz Johannpeter (Director of the Helda Gerdau Institute), Cida Bento (Co-Founder and Board Member of the Center for Studies on Labor Relations and Inequalities), Cristiane Sultani (Founder of Beja Institute), Giuliana Ortega (Sustainability Director at RD – Raia Drogasil), José Luiz Egydio Setúbal (President and Founder of the José Luiz Egydio Setúbal Foundation), Luana Génot (Founder and Executive Director of the Instituto Identidades do Brasil), Mariana Moura (President of the Family Council of Baterias Moura), Patrícia Villela Marino (President of the Humanitas360 Institute), Renata Piazzon (Managing Director of the Arapyaú Institute), Sergio Fausto (General Director of Fundação Fernando Henrique Cardoso), Tarcila Ursini (Corporate Counselor and Co-Chair of the Board of Sistema B Brazil) e Ticiana Rolim Queiroz (Founder and President of Somos Um).

 

In addition to international guests such as Grace Maingi (Executive Director of the Kenya Community Development Foundation), Marijana Sevic (Head of International Strategic Partnerships at CAF), and Philip Yun (Co-President and Co-CEO of CCWA and of GPF). 

 

ORGANIZERS AND PARTNERS

 

 

The event’s organization is a joint initiative by the Institute for the Development of Social Investment (IDIS, in Portuguese), alongside the Global Philanthropy Forum and the Charities Aid Foundation, as well as the master partner Movimento Bem Maior; silver partner RD Saúde; and bronze partners Aeage Institute, Volkswagen Group Foundation, Itaú Foundation, José Luiz Egydio Setúbal Foundation, Charles Stewart Mott Foundation, Aegea Institute and Sicoob Institute. Unicef Brasil is our institutional partner. Alliance Magazine is the media partner. 

 

This year, the forum will again have Alliance Magazine as its media partner. Based in England, the world’s biggest philanthropy magazine will cover the event live and broadcast it in English on their YouTube channel.

 

BRAZILIAN PHILANTHROPY FORUM

 

The Brazilian Philanthropy Forum offers a space for the philanthropic community to come together, exchange experiences, and learn from their peers, strengthening strategic philanthropy to promote the development of Brazilian society. The event has gathered more than 1500 participants among philanthropists, leaders, and national and international specialists. On IDIS’ YouTube channel, playlists are available with recordings from all previous editions. Check it out!

Evolving Mindsets: Highlights from the 2023 Global Philanthropy Forum

Following the tradition, San Francisco was the set for the Global Philanthropy Forum 2023, attracting approximately 250 participants from around the world. The event  featured 86 speakers over two and a half days of intensive programming. The Brazilian delegation, led by IDIS, brought together 13 members from different organizations.

The event’s discussions addressed topics such as the power dynamics between donors and beneficiaries, the decolonization of philanthropy, unrestricted donations, as well as issues related to diversity, humanitarian aid, and the correlation between socio-economic vulnerabilities and the impacts of climate change.

The welcome session included Philip Yun, President, and CEO of the World Affairs/Global Philanthropy Forum, and Gloria Duffy, President, and CEO of the Commonwealth Club of California, who announced the merger of the organizations. IDIS was mentioned during the speech, highlighting its long-lasting and relevant partnership in international philanthropy, with the Brazilian Philanthropy Forum being one of the largest representatives of the event outside the United States.

In the panel titled Big dollars, big impact: what makes big bets effective?, funders and CEOs discussed what was essential for their organizations to achieve the scale and impact expected from substantial and unrestricted philanthropic resources. The conversation emphasized the need to structure organizations to receive and manage these resources, addressing a theme that emerged prominently during the event: governance.

The panel Embracing accountability to amplify community voices focused on the accountability of philanthropists. It was highlighted that if the executives of organizations are more concerned with what the board thinks than with what the beneficiaries think of their decisions, there is no accountability.

The issue of the limited diversity in the profiles of board members of donor organizations was also raised. This is seen as one of the obstacles to building trust relationships with resource-receiving organizations and beneficiary communities. “For centuries, we have valued our volunteer board members without questioning whether they are truly serving our organizations and purposes. We love our volunteers, but maybe we need to reevaluate this model”, noted one of the participants.

In the session Capacity over cash (aces in their places): Using corporate strengths to rethink emergency response, it was mentioned that 60% of in-kind donations (goods, services, and non-cash transactions) in the first two weeks after a shock are inadequate and do not meet the needs of affected communities. Additionally, 70% of donated disaster resources are lost in the delivery chain, with only 30% reaching the final beneficiaries. The session that addressed these numbers was enlightening, emphasizing the importance of organizations having competent and coordinated local partners.

The theme of unrestricted resources was explored in various sessions, along with the challenge of being accountable for the unrestricted resources received, aligned with trust-based philanthropy. The use of technology for data generation, project monitoring, and scalability was also a recurring theme, with a dedicated session to explore the role of philanthropy in supporting the development of responsible, secure, and ethical Generative Artificial Intelligence tools.

Another session discussed the importance of government involvement in the effectiveness and scalability of projects. During the discussion on government partnerships, challenges were highlighted, such as the difference in pace compared to philanthropic organizations and the reputational risk associated with such collaborations.

“Participating in the Global Philanthropy Forum 2023 was an enriching experience that allowed us to connect with people from incredibly diverse backgrounds. We firmly believe that the conversations and connections established at the event have the potential to generate transformative partnerships,” commented Andrea Hanai and Guilherme Sylos, both from IDIS.

Brazil at GPF

Led by Andrea Hanai, Project Manager at IDIS, and Guilherme Sylos, Director of Prospecting and Partnerships, the GPF delegation included Carla Duprat (ICE), Caroline Almeida and Giovanni Harvey (Baobá Fund for Racial Equity), Cristiane Sultani (Beja Institute), Fernanda Quintas and Livia Magro (Liga Solidária), Marco Camargo (Vetor Brasil), Maria Amália Souza (Casa Fund), Marisa Ohashi (Alana Institute),  and Raphael Mayer (Simbi).

As event partners, IDIS annually organizes the delegation, strengthening the relationship among participants and with the global philanthropic community. Interested in participating? Contact us. The next GPF has not yet been scheduled but will be announced to our community as soon as it is.

IDIS is featured in articles from Alliance Magazine

Alliance Magazine, a media partner of IDIS and one of the world’s foremost philanthropic media outlets, showcased several recent initiatives and content from IDIS.

They spotlighted key moments from the Brazilian Philanthropy Forum 2023, a significant event for Brazilian social investors organized by IDIS in September. In an article titled ‘Territorial Community Alliances: From the Environment to Human Rights’, Kit Muirhead discussed one of the forum’s sessions: ‘Unlikely Alliances: Bold Advocacy for Causes and Territories’.

The magazine also featured two articles authored by IDIS team members, each focusing on different discussions from the event. ‘Family philanthropy: addressing invisible causes’ by Isadora Pagy and ‘More than ever, boldness is needed to fight poverty!’ by Joana Noffs, both Project Analysts at IDIS.

The Brazilian Philanthropy Forum, an annual event hosted by IDIS, brings together leaders from philanthropy, the private sector, and the government to address Brazil’s most pressing social challenges and explore innovative solutions. You can access the full event recording here:

In another article addressing the growth of individual donations in Brazil, IDIS and the recent Brazil Giving Research were referenced. The article, titled ‘New Report Details 2022 Giving Trends in Brazil,’ highlighted key findings, including the increase in the percentage of Brazilians donating (aged over 18 with family income above one minimum wage) from 66% in 2020 to 84% in 2022.

Review the main Brazil Giving Research 2022 results:

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Finally, Alliance also showcased the cover story of the WINGS Forum 2023, titled ‘The Transformation Driven by the Ubuntu Spirit’, authored by Luisa Lima, Communication and Knowledge Manager at IDIS, who was part of the Brazilian delegation at the event.

‘Change requires courage’: More than ever, boldness is needed to fight poverty!

By Joana Noffs | Project Analyst at IDIS

In 2021, Brazil surpassed the mark of 63 million people living in poverty, while 33 million people faced hunger, according to data from IBGE and a survey conducted by the Vox Populi Institute. At the same time, a portion corresponding to 50% of the Brazilian population held only 0.4% of the country’s wealth in financial and non-financial assets, according to data from the World Inequality Lab, also from 2021.

Inequality was exacerbated by the global pandemic as well. As evidenced in a report by Oxfam, between 2020 and 2022, the wealthiest 1% of the world concentrated nearly two-thirds of all wealth generated during that period, totaling approximately $42 trillion. Extreme economic inequality is also related to environmental, racial, and gender issues, highlighting the urgency of bold and creative actions to address the social and institutional vulnerabilities that afflict not only Brazil but also unfold into a concerning global reality.

The panel that concluded the Brazilian Philanthropy Forum 2023, titled “More than ever, boldness is needed to fight poverty!”, precisely addressed and discussed this challenging scenario. The lecture was moderated by IDIS CEO Paula Fabiani and featured guests Gilson Rodrigues, president of the G10 Favelas, Jean Jereissati, CEO of Ambev, and Nivedita Narain, CEO of the Charities Aid Foundation (CAF) India. The speakers presented possible paths and experiences that, driven by audacity, have proven to be significant in shaping a less unequal future.

Gilson Rodrigues began his participation in the panel by emphasizing the theme of audacity that guided the 2023 Forum. He highlighted that despite the recent increase in income inequality and deepening social disparities in the country, Brazilian favelas and peripheral areas should not be defined through a lens of scarcity, as this only exacerbates their marginalization.

To combat the stigma and foster a positive view of Brazilian favelas, Gilson is one of the voices that bring inspiring stories from contexts of adversity, demonstrating that favelas are also places of great knowledge. The G10 das favelas has underscored the importance of innovation and entrepreneurship to achieve necessary changes. He argues that for social investment to be effective in combating poverty, it must ensure the generation of opportunities while addressing issues such as hunger and lack of access to basic services.

“We genuinely believe that we need to create solutions based on this reality so that the favela can thrive and not solely depend on these [donations]. (…) We have been striving to create solutions that positively impact society and enable people to have work and income for their development, but also the choice of what they want to eat,” pointed out Gilson.

To achieve this, according to his leadership, social investment in favelas should always start with an approach that strengthens the autonomy of residents and their territories, thereby ensuring the financial sustainability of projects with the potential to transform structural inequalities.

Drawing from his experience in the private sector, Jean Jereissati, CEO of Ambev, highlighted in his speech the successful initiatives that the company has also been developing with the aim of contributing to these same challenges. Faced with the increasingly severe challenges posed by climate change, which also accelerate key factors in maintaining inequality, such as food scarcity, population displacement, and pollution, Ambev aims to make its production chain ‘carbon-neutral’ in the coming years and emphasizes the importance of consistency in mitigating negative environmental impacts. As Jereissati reminds us about the prospects for private social investment in the country, taking risks and daring is necessary for us to achieve urgently needed results.

“If you want to maintain the status quo, you can take fewer risks, but if you want to bring about change, you need to dare. In Brazil, we need to dare to achieve sustainable philanthropy,” emphasized the CEO of the company.

Beyond its commitment to sustainability, which, in the speaker’s view, should now be seen as an obligation, the beverage industry giant has sought to utilize a key characteristic of its activities to generate social transformation: its reach. Being present from ‘corn harvesting to the bartender at the bar,’ this characteristic allows Ambev to operate consistently in various fronts. With Bora, for example, the company has aimed to train entrepreneurs and connect them through its network, fostering productive inclusion. On the other hand, VOA is a volunteer program by the company that seeks to disseminate the knowledge and management expertise its employees possess for third-sector initiatives, promoting a more mature ecosystem of social impact. Finally, among the initiatives mentioned during the event, we also highlight AMA water, a social product of Ambev whose profits are reinvested to ensure access to clean drinking water for Brazilians in water-scarce regions.

Lastly, Nivedita Narain, CEO of CAF India, reminded us of the courage required to take strategic and planned actions in the pursuit of a more equitable society.

“When you talk about audacity, I think of courage,” shared Nivedita Narain.

She has been at the forefront of initiatives in her country that have placed organized civil society as a key player in addressing poverty and gender violence. Reflecting recent trends in philanthropy around the world, Narain explains that in the 21st century, there has been a shift in the course of private donations, which have become more directed towards governments, resulting in a decrease in the involvement of civil society organizations in this process. Echoing what Gilson mentioned, she emphasizes the importance of community organizations being heard and playing active roles in building coordinated policies between government, the third sector, and private investment.

During her presentation, the Indian leader provided a solid example of how such coordinated action can have its initial spark from local movements and scale up to successful public policy, based on an initiative in India that began by providing banking credit to economically vulnerable women in the 1990s, which led to the increased political representation of female leaders and a decrease in domestic violence. Importantly, Nivedita pointed out that when discussing the role of philanthropy in combating poverty in a broader framework, especially when addressing the Global South, we cannot forget to look at the issue through the lens of gender.

“We need a lot of courage for women; change requires courage, it doesn’t happen easily. The way change happens is when, in the community, women seek out and conquer that space, as it’s not given to us.”

Thus, Narain leaves us with the lesson of the need to consider factors like community participation and gender when reflecting on local development and in order to achieve the goals of the 2030 agenda.

Closing the panel, Paula Fabiani, CEO of IDIS, thanked the attendees and supporters of the event, reminding us of the importance of coordinated actions among government, the third sector, and businesses to combat inequalities. Celebrating the audacity of the initiatives presented during the discussion,

“First, we need to convince others that it’s possible,” Fabiani stated.

She emphasized that dreaming is a necessary act for us to be capable of achieving social change.

— The IDIS team thanks everyone for their participation!

Want to learn more? Watch the full session: