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IDIS 2024 Retrospective: Social Investment is about people

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IDIS Team at the 2024 end-of-year reunion

Every day, we work to promote a better future for this generation and others to come. We dream, plan, act, monitor and evaluate impact, in the hope that we are contributing to a fairer and more supportive world. 

In 2024, this work continued at a steady pace, but it was a particularly special year. IDIS completed 25 years, an opportunity to celebrate our past, recognize achievements, lessons, and especially, people. Inspired by the theme ‘Social Investment is about people’, we guided our celebrations with a campaign that reflected what is crucial in our work.  

Social Investment is about people because it is made by the actions of people for people. Because it requires dialogue, involves disagreements and consensus, mistakes and success. Because it brings us closer and moves us. This message guided us through in-person and online actions, including an unforgettable event at MASP – Museu de Arte de São Paulo Assis Chateaubriand, a cultural landmark in São Paulo, with reunited those who have been and still are a part of the institute’s history. It was also on this occasion that we launched our institutional video. Watch it here!

A legacy for the future: Promoting Philanthropy Endowment

This historical year was the perfect moment to make an age-old dream come to reality: the creation of the Promoting Philanthropy Endowment. This is the first Brazilian fund dedicated to strengthening philanthropy and giving culture in the country. With a solid financial foundation, we can guarantee project sustainability, multiply initiatives and reach even more people, promoting long-lasting changes. This is a legacy that belongs to all of those who believe in the transformative power of philanthropy. 

The endowment closed of the year of 2024 with a patrimony of 9.3 million BRL (approximately 1.52 million USD), which was a result of contributions of varying amounts and a matching made with the donation received from american philanthropist, MacKenzie Scott.

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Concrete results in an intense year

Our actions are based on a tripod. Our action pillars, advisory, knowledge and social impact projects, have brought us to where we are today. In offering advisory, we followed our mission of supporting social investors to generate more impact through their philanthropic journey. Through the generation of knowledge we have elaborated for the sector materials with the best practices and data so that organizations can generate more positive impact. Moreover, when developing social impact projects with our partners, we were able to deliver actions that strengthen the philanthropic ecosystem as well as giving culture, benefiting organizations, communities and people. Each pillar fuels the others.

This year only, our advisory team carried out 47 projects in areas such as strategic planning, ESG agenda, endowments, grantmaking management and impact assessment. We were also able to maintain an average score of over 9 when it came to client reviews, with a high index of recommendations, reflecting our commitment to the quality of projects.

Get to know some success cases here!

Together with Instituto MOL, we launched Commitment 1%, inspired by the North American movement Pledge 1%. So far, 15 companies have already committed to the movement, including those who already donate at least 1% of their annual net profit and those who have committed to reaching this donation level within two years. The initiative is supported by partners such as Cyrela, Instituto Cyrela, PwC and RD Saúde, as well as other companies from the sector who are a part of the consulting committee.

Through the program Transforming Territories, which is dedicated to strengthening community institutes and foundations in Brazil, we brought together participants from all over the country in São Paulo for the Transforming Territories Seminar. (which compiles four years of experience from this project – ‘How to create a community foundation or institute’ – (available exclusively in Portuguese). This practical guide was developed based on the examples of those who have already transformed their communities.

Representatives of the participants of the Transforming Territories program. Credit: André Porto.

We expanded Together for Health, a partnership with BNDES which will allocate more than 100 million BRL (around 16.4 million USD) to strengthen public health in the North and Northeast regions of Brazil in a 4 year period. Through donations from BNDES and other supporters, the program will benefit 14 civil society organizations committed to the healthcare of users from the Brazilian Unified Health System (SUS). 

Great advances were also made through advocacy. While leading the Brazilian Endowment Coalition, we achieved an important victory: the approval of Law 2,440/23 at the Committee on Economic Affairs (CAE) of the Senate, and now it follows to the Chamber of Deputies. We also joined the Alliance for the Strengthening of Civil Society, led by Beja Institute, working for the inclusion of this agenda in the Brazilian Tax Reform.

Throughout the year, we launched 39 diverse knowledge contents, including publications such as Perspectives for Brazilian Philanthropy; Private Social Investment: Strategies that leverage the ESG Agenda and the 3rd edition of the Endowment Performance Yearbook, reaching more than 80,000 people. A highlight of the year was also the realization of another edition of the Brazilian Philanthropy Forum, which, once again, reunited more than a thousand people in person and online. We also attended a number of local and global events such as Global Philanthropy Forum, African Philanthropy Forum, Impact Minds (Latimpacto) and Foundations for the Future (United Kingdom).

People and Diversity

With growing projects, also came a growing team. We closed the year with 53 people on our staff. Actions related to people keep this movement going – we had our second internship program, implemented a mentoring program and a development program aimed at leadership figures. An effort was also made to strengthen the IDIS Alumni network, composed of people who have previously worked with us, and who may continue to contribute to the achievement of our mission even from afar.

With three years of existence, our Diversity Committee promoted hearings, teachings and the third edition of the IDIS Census. Amongst its results, the survey identified an increase of 13 percentage points in the proportion of non-white people on the team, when compared to the previous year. Furthermore, among the actions carried out by the committee were a training session with Cida Bento for the board members, as well as a talk with Viviane Moreira with the IDIS leadership group.

Management and Sustainability

Keeping up with IDIS’ growth, we implemented new operational and financial processes. Internal policies have also been updated and a great deal of effort has gone into mapping risks and developing a framework with guidelines on how to deal with each risk identified.

We also completed our strategic planning process which will contemplate the next three years. 

Recognitions

For the fifth year, we were recognized as one of Brazil’s best NGOs and, for the second time, as the best NGO in Philanthropy, Volunteering and Support to Civil Society Organizations in Brazil.

On Giving Tuesday, the highlight was Find Your Cause, an IDIS project in partnership with Instituto MOL. Through a partnership with Globo and their platform ParaQuemDoar, we were featured in all of the group’s vehicles, with the right to a promotional video!

It is always very exciting to write this retrospective, looking back at some of the main events of the year. It wasn’t easy, but it was a team effort.

To our team, board members, partners, supporters, family and friends: thank you very much! Each and every one of you is essential to this journey. 

May 2025 bring hope, courage and achievement to us all.

Love, 

Paula Fabiani

The transformation that 1% may cause

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*By Paula Fabiani, CEO of IDIS – Institute for the Development of Social Investment

Private social investment – the voluntary and strategic allocation of resources for the public good – is essential for resolving deep gaps in the socio-environmental development in the country. Although the State plays a crucial role, there is no way around it. There are several challenges when it comes to providing what is necessary for everyone’s well-being, whether due to Brazil’s continental dimensions or the enormity of the country’s problems that need solving. And that is where private social investment may and must act: contributing to reducing inequalities and mitigating environmental damages. Only with the collaboration between government, companies and society will we be capable of addressing effective and everlasting solutions.

When we talk about private social investment, we’re talking about BRL 4.8 billion in corporate donations, that is, donations made by companies, according to the GIFE census 2023. A significant amount, but still below the figures recorded in 2020, during the peak of the pandemic, when the private sector’s donations exceeded BRL 5.3 billion. The historical figure reinforces that the private sector can invest more – and better.

Through this vision and inspired by the North American movement, Pledge 1%, IDIS – Institute for the Development of Social Investment and Instituto MOL launched Commitment 1% in Brazil.

Launching event of Commitment 1% which happened in São Paulo in PwC Brazil’s headquarters.

The movement has the purpose of gathering companies that already donate at least 1% of their annual net profit, as well as those that have committed to reaching this amount of donations in up to two years. Cyrela, fama re.capital, Gaia Impacto, MOL Impacto, Pantys, PwC, RD Saúde and TozziniFreire Advogados are the first signatories of the commitment, as well as other organizations who are already at an advanced stage in the process of their adhesion.

Designed for companies of all sizes and sectors, Commitment 1% has the goal to drive companies’ involvement with the present and future of society, so that they will invest in projects and organizations who need resources to continue their journey. These are donations for essential organizations that transform the realities of communities in which they are inserted through education, culture, sports, healthcare, environmental and income-generating actions.

With private social investment, companies only stand to gain. Beyond the financial advantages, since it becomes easier to raise funds on the market, companies also improve their reputation, with bigger engagement from collaborators and a more solid relationship with suppliers and clients. It’s an ecosystem that positively impacts all stakeholders.

Creating possibilities for the growth of private social investment and promoting the habit of giving in the country is, without a shadow of a doubt, a path to strengthening organized civil society as an agent of positive socio-environmental changes. This journey can only be traced to people and businesses who believe in the mobilizing and sustainable power of strategic philanthropy and commit to the generation of positive impact. Just start by committing to 1%.

After all, it is now up to us to repair the mistakes of the past and build a future for those who will come. 

Commitment 1% calls on companies to boost engagement in donations to social projects in Brazil

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This august, Brazilian companies announced their pledge to Commitment 1%. Envisioned by IDIS – Institute for the Development of Social Investment and Instituto MOL, this initiative seeks to promote donations made by companies to civil society organizations. Amongst the companies that confirmed their commitment to the movement are Cyrela, fama re.capital, Gaia Impacto, MOL Impacto, Pantys, PwC, RD Saúde and TozziniFreire Advogados as well as five other organizations are already at an advanced stage in the process of their adhesion.

 

Inspired by Pledge 1%, movement in the United States that gathers more than 15 thousand signatories, Commitment 1% aims to gather Brazilian companies that already donate at least 1% of their annual net profit and those that commit to reaching this donation level within two years. According to the publication Corporate Social Investment Benchmarking, in 2022, Brazilian companies donated R$4,026 billion. That value equals to about 1/3 of the total donated by individuals, according to IDIS Brazil Giving Research 2022. During the same period, donations made by individuals reached R$12,8 billion.

 

“The goal 

of this commitment is to contribute to the progress of private social investment in Brazil and encourage the longevity of donations as a strengthening strategy of organized civil society. The third sector plays a crucial role in reducing inequalities. Here, we have serious organizations that have been working for a long time in a meaningful way, and financing the work and strengthening of these initiatives is what will assure social transformation in the medium to long-term in the country. And this progress is the company’s responsibility as well”, emphasizes IDIS’ CEO, Paula Fabiani.

 

To the signing parties, the benefits of committing to the movement will be seen in several areas: access to a community of exchanges and knowledge, visibility to the actions taken and reputational gains with stakeholders and becoming an influential agent in your acting market.

 

“The companies that are committing with the 1% are providing and excellent example for others to follow the same path. As Ralph Waldo Emerson says: “Your actions speak so loudly that I cannot hear what you say.” – Aron Zylberman, Instituto Cyrela

At the same time as the recurring and strategic practice of philanthropy contributes to accelerating positive social change and strengthening civil society, companies can develop better relations with their contributors, suppliers and consumers. There is also potential impact on fundraising in the financial market (the strengthening of the S in the ESG helps drive valuation).

 

Launching event of Commitment 1% which happened in São Paulo in PwC Brazil’s headquarters.

The adhesion process includes the confirmation of the donations conducted and can be made online in the commitment’s website.

“Commitment 1%

 is an ambitious and impactful project, capable of driving and accelerating the way that companies commit to the present and future of society, investing to strengthen relevant projects that need resources to keep going”, emphasizes Rodrigo Pipponzi, cofounder of Instituto MOL.

 

Access the Commitment 1% website here, available in English.

1% changes the world!