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.

Hope is a discipline: highlights from the Global Philanthropy Forum 2022

With a view to the Golden Gate, San Francisco’s postcard, the Global Philanthropy Forum (GPF) took place in November. In celebration mood, after two years without face-to-face meetings, the event brought together 160 participants over two days of programming. The Brazilian delegation, led by IDIS, was once again present, with 11 members from different organizations.

Racial and Gender equity, local and trust-based giving, and philanthropy’s contribution to the fight against climate change were some of the GPF themes present throughout many of the event’s debates.

The opening plenary had as its theme ‘Democracy under Threat’. Authoritarianism, disinformation, hate speech and attacks on human rights are evident in many parts of the world. The challenges are not few, but as speaker David Litt said, “people still want to live in a democracy” and that’s why there are so many initiatives that pave the way for a more promising future. Examples include actions to reduce polarization based on building relationships, crowdfunding and strengthening of institutions. In this session, as in others throughout the day, the importance of a helathy information spece, with independent vehicles and the safety of journalists, was highlighted.

Racial justice was the focus of the second session of the event, but it permeated a number of other conversations. Angela Glover Blackwell, activist at PolicyLink, was interviewed by Philip Yun, CEO of the GPF, and drew attention to the fact that the fight for equity is known to blacks, but whites are still not comfortable talking about racism and we must find ways for them to develop that muscle. Angela spoke the phrase that became the mantra of the event – ​​“hope is a discipline”. She reinforced that talking about racism requires discipline and that better narratives are needed, as there are many stories that can be told. She highlighted that it is necessary to change the system based on oppression to one where generosity is the engine and that it is with equity that we will all progress.

In a session that focused on impact businesses led by blacks and browns, it was stressed the importance of unrestrited giving, so that organization may invest in their priorities and eventually make mistakes. On the other had, philanthropists shoulnd´t face out. They can be close, contribute to reflections and offer training and capacity building. For the next year, the GPF announced that it is interested in bringing a session based on a study on donors of colour, carried out by the Lilly Family School of Philanthropy.

Several debates focused on philanthropy. One session addressed the role of donations in building a more equitable economy, the other a reflection on how to invest in local knowledge. There was a workshop on how to structure giving circles and encourage giving from a community perspective. And of course, a plenary session showcased innovative models. The importance of trust-based giving, and long-term support was mentioned at every table. According to Glen Galaich, CEO of the Stupski Foundation, “we waste time over complicate things, while our concern should be just donating resources”.

There were many speeches about the importance of social agents being able to invest their energy in action and not in such detailed rendering of accounts. The idea was also defended that donors should be analyzed by their grantees and receive grades for that. The issue of greater willingness to risk was sometimes related to a way of solving complex issues: it is necessary to act and failure can bring great learning and even lead us faster to lasting solutions. Degan Ati, executive director of Adeso, an organization in Somalia, brought some figures for reflection: only 12% of foundation resources are destined for the global south, and 0.076% is earmarked for youth initiatives. “Transformative philanthropy must change these numbers, while giving visibility to the generosity and small donations that happen daily among the most vulnerable,” said Degan.

Another very important aspect was the look at the donation from the local perspective. Canadian activist Yonis Hassan called attention to the change in narrative – “it’s not a charity. Donors are not helping organizations. It is the organizations that are helping donors achieve the change they want to see.” He was very emphatic about the importance of funding organizations that operate in a specific territory and strengthening leadership. The indigenous Nemonte Nenquimo, in turn, told her story of fighting for the right to land and protecting forests in Ecuador. In its movement, it brings together indigenous people affected by state action and those who still live in more isolated lands, as well as international agents that contribute to articulation.

It is estimated that the equity of American foundations invested in funds is 160 billion dollars. These resources are ‘stopped’ and that’s why the debate on management is big in the country. The #HalfMyDAF movement advocates that half of these amounts be transferred to CSOs and proposes to match everything that is donated. Along the same lines, Glen Galeich points out that “foundations today are just part of the financial system and that money is just circulating to generate more money”. Increased speed of resource transfer, transparency, accountability, blended finance and venture philanthropy mechanisms were explored. The duration of funding was also highlighted. For Carlos Saavedra, executive director of the Ayni Institute, “transformation takes time. Donations for just 1 year is nothing. Financing must be between 3 and 10 years.”

The issue of global health, based on the experiences of the pandemic, gained a specific session. “Covid was a magnifying glass, revealing the inequalities in detail,” said Chet Hewitt, CEO of the Sierra Health Foundation. The importance of social organizations at this time was highlighted, the legitimacy that local leaders had to guide the population and how they were crucial partners for the public power.

Empathy and collaboration as basic elements for the advances we want to see were present throughout the event, which included in the agenda several moments for interaction between participants. “I had the opportunity to meet people with very interesting experiences and exchange points of view. By participating in the event, I broadened my horizons and I believe that interesting partnerships may emerge.” comments Luisa Lima, communication and knowledge manager at IDIS, and also responsible for producing the Brazilian Forum of Philanthropists and Social Investors, the local version of the GPF.

Brazil at the Global Philanthropy Forum

Led by Paula Fabiani, CEO of IDIS, and Luisa Lima, the GPF delegation had the participation of Antony Assumpção and Rodrigo Lowen (Hospital Pequeno Príncipe), Carolina Barrios (Fundação Maria Cecília Souto Vidigal), Daniela Grelin (Instituto Avon), Fernanda Quintas and Rosalu Ferraz Fladt Queiroz (Solidarity League), Guilherme Barros (Lemman Foundation), Juliana Depaula (BTG) and Nicole Rodrigues Carnizelo (Santa Plural Association). As partners of the event, IDIS annually organizes the trip, strengthening the relationship between the participants and with the global philanthropic community. Interested in participating? Contact us. The GPF does not yet have a set date, and will be released to our community as soon as it is announced.