Arquivo da tag: giving culture

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.

Want to be a part of this history? Click here to donate

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

Get to know IDIS projects in 2025 and find out how to be part of them

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The generation and dissemination of knowledge is one of the pillars for achieving our mission. Through publications, technical notes, articles, courses, training and events, we inspire, support and promote private social investment and its impact.

And we can go even further, and generate even more positive impacts, if we go together. Check out the main knodwledge projects planned by IDIS to be carried out in 2025.

 

Giving Culture

 

Fourth edition of the largest and most in-depth quantitative study on the behavior of the Brazilian individual donor. The special chapter will focus on the influence of emergency donations in the giving culture.

Launch forecast: August 2025

 

 

Philanthropy and Private Social Investment

 

14th edition of the most important event aimed at the Brazilian philanthropic community. The program, which includes national and international speakers, will be held in a hybrid format. In 2025, the event is scheduled to take place on September.

Launch forecast: September 2025

 

Family Philanthropy

Brazil has a great potential for more strategic family philanthropy. In a workshop with active philanthropists, we will create a theory of change for engaging new people, identifying motivations, the necessary conditions for change and defining activities and interventions necessary for this to happen. The result will be systematized in a publication and widely disseminated.

Launch forecast: June 2025

 

 

Endowments

Advocacy action to positively influence the regulatory environment and increase the knowledge of society in general about the mechanism, through communication and knowledge actions. The initiative includes the Coalition for Endowment Funds, formed by organizations and people who support the creation of endowments in Brazil. The group, which today has more than a hundred signatories. The project runs throughout the entire year.

 

Philanthropy and Private Social Investment

 

Resumption of the regional agenda, taking concepts, trends and practical cases beyond the Rio-São Paulo axis. With the aim of inspiring philanthropists and strengthening regional philanthropic communities, we hope to bring together 50 guests in person in Manaus for a morning of debates.

 

 

Come with us! Contact us at comunicacao@idis.org.br to learn more and support the projects.

 

Emergency and Resilience: philanthropy strengthening communities

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By Beatriz Barros, project intern at IDIS

Social investment is about people. Prevention and care are also about people. At the 13th Brazilian Philanthropy Forum, with the theme ‘Interlaced Philanthropy’, the session ‘Emergency and Resilience: philanthropy strengthening communities’ discussed the imminent climate and sanitary crisis, talking about how emergency funds and donations can ease and prevent possible disasters. Present in the session were Giuliana Ortega (Sustainability Director at RD – Raia Drogasil), Karine Ruy (General Coordinator of the Gerações Foundation) and Marijana Sevic (Head of International Strategic Partnerships at Charities Aid Foundation), as well as Vinicius Barrozo (Social Value Analyst at Globo and responsible for the donation platform ParaQuemDoar) as the moderator. 

 

Watch the entire session

 

 

The discussion about the recent climate and sanitary actions, besides the increase in armed conflicts, highlighted the urgency of creating plans, strategies, and investments that can prevent possible crises. Karine Ruy talked about the work made by Gerações Foundation in the floods that hit Rio Grande do Sul – a Brazilian state – in May of 2024, leaving 497 municipalities impacted and 150,000 people displaced. The institution created ‘Fundo Comunitário Porto de Todos’ to aid those affected by the event. She emphasized the importance of listening to the demands of the community for the reconstruction and mitigation of risks, as she says in her speech:

“We understood that our role at that moment was to be a coordinating organization, building bridges between different actors in the ecosystem that had this operational capacity, but mainly identifying – through a very careful hearing process – what were the demands of the communities and territories”, she said.

Another relevant aspect commented was the role of Charities Aid Foundation (CAF) in countries such as Ukraine and Morroccos, that faced different types of emergencies: the first, an armed conflict, and the second, an earthquake. Marijana Sevic commented on the demand for donations in these cases, which are quick and must be met efficiently and safely, an activity CAF has expertise in operating in more than 170 countries.

Another highlight was the actions taken by RaiaDrogasil during the COVID-19 pandemic. Giuliana Ortega shared that, at the time, the company created an investment fund, together with the Institute for the Development of Social Investment (IDIS), to offer infrastructure to small and medium hospitals, ensuring that those structures would endure long after the crises. The company also supported  mass vaccination in different cities through the ‘United for Vaccination’ movement. These actions led RaiaDrogasil to reflect on the donation of their own resources which made them establish their own Theory of Change, highlighted by Giuliana:

“Since 2021, we have established a policy and started investing 1% of our net profit in health actions in communities and society in general. […] Therefore, we had these new resources to think about and so we decided to institute our Theory of Change because the resources were increasing. We were going to channel this effort, and our main goal was to promote health”.

Further on in the session, Vinicius Barrozo presented the platform Para Quem Doar (For Whom to Donate, in english), which had a key role in integrating and directing donations during the pandemic and the floods in Rio Grande do Sul. The app connects donors  and organizations simply and securely. In order to encourage giving culture, a partnership between Globo, IDIS, and Instituto MOL was announced through the ‘Find Your Cause’ campaign, which helps the donner identify the areas most aligned with their own values and convictions. 

However, there are still some loose ends to interlace, such as the lack of commitment to donations and the delay of the planning and creation of emergency lines for climate and sanitary crises. It is crucial to encourage a giving culture that goes beyond disasters; to have a strategic view for the middle to long-term  reconstruction period, when the initial commotion subsides and, therefore, so do the investments; and to highlight  the crucial role of communication in emergencies, announcing in a clear and captivating way the purpose of the donation. These paths can help to untangle some resistant knots and strengthen ambition and strategies. 

 

Photos by: André Porto and Caio Graça/IDIS.

Why is it important for the third sector to communicate with Generation Z?

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By Luisa Lima and Lavínia Xavier

The giving culture is characterized by people’s habit of sharing resources, time or talents with causes and organizations that benefit the community. Its strengthening is a gradual process, shaped over time by changes, new socio-environmental demands, and, above all, the active participation of society and its trust that such donations will indeed make a difference.

Youth plays an essential role in building this culture, with energy, creativity, and innovative perspectives on civic and philanthropic engagement. The ‘Future of Giving’ study conducted by sparks&honey indicates that young people seek more meaning in their donations and want to support organizations that generate sustainable long-term impact, indicating that purpose and the feeling of contributing positively are more valuable to the group than any other generation.

Access to instant information through the internet and social media brings young people closer to global events and challenges. Furthermore, education and awareness about these issues are increasingly present in everyday life. As new generations naturally develop a sharper awareness of socio-environmental issues affecting the world, they also tend to play a more active role in building and maintaining a long-term giving culture.

Brazil Giving Research 2022, promoted by IDIS and conducted by Ipsos, revealed that 84% of young people aged 18 to 27, known as ‘Generation Z,’ made some type of donation in 2022. This data shows a significant increase compared to the 2020 survey, in which 63% of respondents in the same age group claimed to have made donations. The most common forms of donation include the contribution of material goods (76%), followed by cash donations (43%) and donations of time/volunteer work (30%). Generation Z tends to donate proportionally more through volunteer work than the rest of the population and less in cash. This discrepancy can be attributed to the lower average income of this audience compared to older generations.

The research also reveals that young donors have a significant tendency to promote or contribute in some way to fundraising or mobilization campaigns. This data was confirmed by 7 out of 10 young donors in 2022, with 20% of them claiming to have done so on more than one occasion. The group also demonstrates greater optimism towards Non-Governmental Organizations (NGOs) compared to the general population. Among young people, 73% agree that NGOs play a fundamental role in addressing socio-environmental problems, and 83% agree with the statement that ‘NGOs depend on the collaboration of individuals and companies to obtain resources and function’.

Moreover, the Brazil Giving Research 2022 shows that 52% of Generation Z donors not only stated they plan to continue their donations but also believe they will donate more compared to the previous year. This openness indicates an opportunity for philanthropic organizations to engage with Generation Z.

Some initiatives have already understood the potential of youth engagement in socio-environmental causes. In the United States, DoSomething, self-described as an activism center inspiring young people to change the world, has motivated millions of them in all American states and in more than 189 countries to act on issues affecting their communities. According to the organization itself, these efforts resulted in achievements such as the registration of 415,000 new voters in the American elections.

Another example is the partnership between TikTok and the British initiative Blue Cross, dedicated to animal welfare. The organization received a $1 donation for each video shared with the hashtag #PetBFF. The campaign reached over 500 billion views only during its launch year in 2019. In Brazil, it is interesting to note that social media plays a relevant role in donation decisions, with 25% of young people admitting its influence in this process, compared to 17% of the general population. Among the most influential platforms for the public are Instagram (89%), Facebook (37%), and TikTok (13%).

The organization TETO, present in 18 countries, is dedicated to improving housing conditions and stands out for its robust volunteer program that attracts many young people and university students, including a specific pillar focused on school groups. The school and university environment plays a significant role in motivating young people to make donations and get involved in social causes, as also demonstrated by the Brazil Giving Research. 18% of Generation Z respondents claim to be influenced by campaigns held in their workplaces, schools, or colleges, compared to 14% of the general population.

These examples highlight how connecting with youth and identifying behavioral trends can generate results, create opportunities for active group involvement, strengthen the third sector and build a more robust giving culture.

It is true that, despite some promising examples, relatively few third-sector organizations and initiatives have actively engaged in direct communication and outreach to younger audiences. This can be attributed to various factors, including specific challenges in identifying the best communication strategies for Generation Z, as well as human resource limitations in organizations, which often operate with lean teams.

However, it is crucial to recognize the relevance of the opportunity that the third sector has to engage more people and raise more resources by directing its communication efforts towards Generation Z. It is necessary to closely observe the behavior, motivations, and trends of this group.

It is important for the Brazilian third sector to be attentive and open to adapting and connecting effectively with Generation Z, leveraging all its potential. The commitment of this generation to social causes, coupled with its technological proficiency, opens new doors for innovation and significant impact. Today’s youth represent the future of the third sector and should not have to wait for their potential to be recognized and demanded.

CAF launches Global Philanthropy Hub with free content from 10 countries

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The platform aims to promote the culture of giving around the world, through content on philanthropy produced by partners of CAF’s International Network

Charities Aid Foundation (CAF) is a British organization dedicated to philanthropy for over 90 years, facilitating donations and charitie programs around the world. In Brazil, CAF has been represented by IDIS since 2005.

Nowadays, CAF International is the largest support structure for philanthropy around the world. Beyond of the UK Office, the network also includes operations in South Africa, Australia (Good2Give), Brazil (IDIS), Bulgaria (BCause), Canada, United States, India, and Turkey (Tusev).

Thinking about facilitating and strengthening this cross-border giving, CAF launched in the first weeks of December 2022, during #philanthropyweek , a  Philanthropy Hub, which brings together contents, both from network members and other partners in 10 different countries.

The Hub includes content about the themes:

  • Country Philanthropy Profiles
  • Supporting Emergency Relief
  • Enabling Private Philanthropy
  • Inspiring Corporate Giving
  • Facilitating Workplace Giving

ACESS THE GLOBAL PHILANTHROPY HUB