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.

 

National Bank for Economic and Social Development selects IDIS as ‘manager partner’ to improve Brazilian public health system

The matchfunding initiative will finance new technologies to expand health service in the North and Northeast of Brazil. By encouraging the participation of private donors, BNDES – National Bank for Economic and Social Development will double any contribution made to the program. Over 4 years, the equivalent to USD 40 million will be donated.

 

The National Bank for Economic and Social Development (BNDES) selected the consortium formed by IDIS and Impulso Gov as the managers for the “Juntos pela Saúde – Together for Health” initiative

Launched in June 2022, the initiative aims to increase investment in technology and equipment for the Brazilian population’s access to health, in addition to improve the Brazilian free and public health system (SUS). The focus will be the North and Northeast regions of the country.

BNDES will use the matchfunding strategy, in which it doubles the amount invested by private donors. The initiative aims to gather R$ 200 million in non-reimbursable resources, equivalent to about USD 40 million, health of it invested by the bank, which will be transferred to public and philanthropic health units that serve the SUS by the means of acquisition of equipment, IT, management improvements and health campaigns.

So far, there is already a declared intention of a contribution from the multinational miner company Vale, in the amount of R$34 million, that, as the strategy suggests, will be also matched by  BNDES. These resources will strengthen primary care in the municipalities surrounding Vale’s operations in the State of Maranhão, with the expansion of the successful experience of the “Ciclo Saúde” (health cicle), project by Vale Foundation. 

The Bank’s resources come from the BNDES’ socio environmental fund.

The contracted manager will be responsible for supporting fundraising and carrying out public selection of projects and/or structuring projects eligible for support, in the minimum amount of R$2 million. All proposals will be submitted to a validation committee, with equal participation of BNDES and donors.

The project manager will also have the attribution of receiving funds from BNDES and other supporting institutions and passing them on to the contemplated projects, following up on the application and monitoring the results. The management of “Juntos pela Saúde” will follow all the corporate governance and compliance requirements, with the establishment of measurable goals, contracting of external audits, dissemination of results and public selections. In addition to improving access to healthcare, the initiative has as goals the efficiency and transparency of the investments.

“IDIS is very proud of this achievement. Our experience in managing donations and creating robust governance structures, such as the Emergency Health Fund – Coronavirus Brazil and the Private Social Investment Fund for the End of Violence against Women and Girls, was certainly decisive in demonstrating our ability to deliver such an important and complex project”, comments Paula Fabiani, CEO of IDIS.

Founded in 1999, IDIS is considered one of the pioneering organizations in advisory for social investors in Brazil. ImpulsoGov, on the other hand, has the mission of improving health policies through the intelligent use of data and technology.

The expectation is that the selected consortium will be hired in December, after technical and legal analysis by the BNDES, and that, in 2023, it will start working on the selection and structuring of projects.

Perspectives for Brazilian philanthropy in 2022

Societies are more complex. Problems to be faced too.

In the 19th century, one of the great names of philanthropy, the entrepreneur Andrew Carnegie, said it was easier to make a fortune than to give money away wisely. More than a century separates us from that statement, and since then societies have become more complex, as have their problems. And the challenge faced by philanthropists, who want to generate the greatest possible impact with their donations, has grown considerably, after two years of the pandemic and its consequent economic and social crisis.

Thinking about the decisions which Brazilian philanthropists will face in 2022 that IDIS prepared this article, bringing some perspectives we see in our daily work, both in Brazil and abroad. Perspectives work like windows opening onto different landscapes, and in each one something different is happening that can influence the way the private social investor understands the context in which he/she is inserted, the various possibilities within his/her reach, and the effects of his/her resolutions.

It should be clear that IDIS have never intended to draw a complete picture of reality and of what should be considered by a philanthropist when reflecting on how he or she intends to make donations. But we do have the intention of enriching this moment and, somehow, contributing so that the social investor has more elements to collaborate with in order for his/her decision to be the best for him/her, the best for the beneficiaries, and the best for Brazil.

Check out: Perspectives for Brazilian philanthropy 2022