Listening and collaboration: creating systemic changes

By Joana Noffs, project analyst at IDIS

Life stories and experiences trace paths that can help us face complex collective challenges. When it comes to philanthropy, one of the knots faced is the concentration of the resources and the power of decision making in the hands of few. What can we do so that more voices are heard? Should the ones who donate talk about the practice of philanthropy?

These where some of the questions that interlaced the session ‘In conversation with…’ at the Brazilian Philanthropy Forum 2024. Paula Fabiani, CEO of IDIS, invited three women whose philanthropic practices have standout in terms of innovation and collaboration to share a little bit about their paths: Cristiane Sultani, founder of Beja Institute; Ticiana Rolim, founder of Somos Um; and Marlene Engelhorn cofounder of Taxmenow, a movement that advocates for the taxation of large fortunes, who participated through video.

The conversation began with Marlene’s deposition, which brought some provocations that helped shape the debate. A multimillion-dollar heiress, the young Austrian chose to donate the biggest part of the money she received in the “birth lottery”. The decision came after she questioned herself how she could redistribute her wealth, once her country does not tax inheritances – what, according to her, would be the democratic and transparent way of proceeding. The solution she found was to create a council with the participation of 50 people, chosen randomly at first, and then by representative criteria, who were responsible to collectively allocate 25 million euros to chosen causes.

 

See Marlene’s entire deposition

 

In her speech, Marlene highlighted the need for long-term changes so that the people being currently supported by the donations can stop depending on the power and wealth holders to establish a collective decision process to allocate the resources.

“Ask the people that are affected by the decision that I take, to be the ones to take the decision. (…) We don’t have to remain classical philanthropists. We can redistribute power, we can step back as wealth holders, learn to listen and become one of many, such as it should be in a democracy”, she states.

Reinforcing the importance of acting collectively and hearing different actors, Cristiane Sultani talked about how, in her philanthropic path, meeting, listening and collaborating with people were the key aspects that transformed her journey in the field. Since she founded Beja Institute, in 2021, she has tried ‘to philanthrope’, as she likes to say, in a strategic and collaborative way, although she recognizes that she is not always able to do so. The hearing of the sector’s demands, researching global philanthropic tendencies and inspirational success stories helped her along her own process. “I chose to to help the philanthropic sector through a mindset change”, she says.

Cristiane also uses her time, influence and abilities to support advocacy actions that favor the regulations for philanthropy in Brazil, as well as supporting causes such as racial and climatic justice. She states that the process of hearing throughout the articulation with different actors is a key element for the development of trust.

For Ticiana, the transition from a position at the family business to philanthropy was marked by a constant inconformity with social inequalities and the place she occupied. “I made myself this brave question: what is my role in the world? What can I do with these privileges? How will I be an instrument? How can I use this to serve society?”. Influenced by economist and Nobel Peace Prize winner, Muhammad Yunus, she chose social business as the way to fight against poverty, creating Somos Um, an impact business coordinator. This choice also considered the potential of countless existing projects, with a focus on collaboration.

“Nothing about us without us”. This is a motto used by the movements fighting for the rights of people with disabilities, which Ticiana uses to illustrate the importance of including those affected by decisions in the co-creation of solutions and joint action, also aiming to scale its impact. “From this place of privilege, we sometimes arrive in vulnerable territories or in some project full of certainties. And today I say that is arrogant and ignorant on our part.”

Another challenge that Ticiana, from Ceará – a northeast Brazilian state – set to herself was, on one hand, to bring the northeast of Brazil to the center of the philanthropic debate and, on the other hand, to bring the debate about systemic philanthropy to the northeast of Brazil.

 

“I understood that I can be a bridge, inspiring people in the northeast, where inequality levels are very high, and they many are not questioning it. They are doing charity work, which is important, is urgent, is necessary, but will not solve the social problem because it does not bring social justice, and then we preserve this place of power, which is not ideal, that we want to change and let people free, with the power of choosing for themselves”.

 

Ticiana cofounded Zunne, which drives social impact businesses in the North and Northeast, in partnership with TRÊ and Yunus Social Business Brazil.

 

Watch the entire session 

 

 

In addition to being essential to listen to those affected by the decisions, discussing philanthropy in an open and accessible way was also considered a crucial aspect. Ticiana highlights her role in inspiring and mobilizing people by sharing her experiences and initiatives. Cristiane emphasized the importance of openly discussing issues such as racial equity, promoting transparent narratives to engage more people in the causes she embraces. Marlene, assertive in her positions, is one of the figures who brings to light in public debate criticisms of distributive models that exacerbate and sustain wealth inequalities, as well as environmental, gender and racial inequalities. The stories of the three philanthropists highlight the need for cocreation, participation, and collaboration to produce lasting changes.

 

Photos by: André Porto and Caio Graça/IDIS.

Lack of collectiveness: the major ‘knot’ to be untied in (and by) philanthropy

By Daniel Barretti, project manager at IDIS

 

“What is the difference between living in a world that is a mess and a world that is messy?”. This was how Philip Yun, Head of Global Philanthropy Forum, started the opening session called ‘Philanthropy: untangling the knots of the world’, during the Brazilian Philanthropy Forum 2024.

The idea is that society is not essentially a mess, but rather is living in a planetary mess created by itself. The positive part of this is that the mess, therefore, can be tidied up, and philanthropy can and should have an important contribution in this. For that reason, philanthropic actions should be efficient in comprehending the current challenges and proposing solutions as they arrise.

Amongst the many meanings of the Portuguese polysemic word ‘nós’, one of the most commonly used is to say ‘us’. But the panelist’s speeches pointed out a meaning of the word contrary to this word: the lack of collectivity – maybe the main challenge we must face in contemporary society. Sergio Fausto, General Director of Fundação Fernando Henrique Cardoso, says: “Spaces that should be plural and democratic are far from being spaces that privilege the debate and public interest”.

The ‘knot’ of the absence of collectivity is that which implies a lack of dialogue, a lack of plurality of people, ideals, skills and practices.

To Renata Piazzon, Managing Director of the Arapyaú Institute, one of the main ‘knots’ to be untangled nowadays is the climate agenda. However, it does not stand alone.

The environmental issue is interconnected with an extreme lack of collective sense, where the false dualism of man and nature prevails. According to the panelist, philanthropy must first understand climate issues from an integrated development perspective where, for example, heat waves, drought, and alarming fire outbreaks are not restricted to environmental concerns but also to agriculture, public health, and economy. After all, the interrelation between these phenomena is clear. The scenario of severe drought and fires directly impacts the population’s health, as well as the loss of agricultural crops. The unraveling of this chain reaction also leads to rising food prices, inflationary pressure and the consequent loss of purchasing power and deterioration of the population’s diet.

 

Watch the entire session 

 

 

Philanthropy should promote network action, articulating and mobilizing diverse social actors: the connectivity and collectivity as a solution to complex systemic problems.

If one of the main ‘knots’ to untangle is the absence of collectivity in society, this also seems like a challenge philanthropy itself must deal with.

Cida Bento, cofounder of the Center for Studies on Labor Relations and Inequalities, reinforces the importance of collectivity through the establishment of networks, and she goes even further defending a change in the power structure, bringing more diversity and, therefore, plurality of voices and interests to philanthropy. The search for solutions and the decision-making process lacks perspective from the part of the population that has been historically marginalized, the one’s who suffer with social, economic and environmental challenges in the current reality.

“[Collective and plural spaces] enable a more conscious decision-making and, therefore, generate a bigger impact”, completes Sergio Fausto.

A movement known as ‘trust-based philanthropy’ works in this path, advocating that funders should establish their relationships with benefiting partners through trust and collaboration, instead of conformity and control.

 

Rethinking the future of philanthropy

The educator and philosopher Paulo Freire once said that it was because of his love for the people and the world that he fought for social justice to establish itself before charity. It is not about demeaning charity itself, but rather knowing that by promoting charity as a consequence of a structure of privileges, there is a great risk that it serves as an instrument of maintenance, and even as an alibi for inequality.

Philanthropy differs itself from charity precisely through its strategic nature, capable of better allocating, qualitatively and quantitatively, private capital resources to public and collective causes. The question we must ask ourselves is: has it been effectively strategic? If the major ‘knot’ of the lack of collectivity, emphasized by the speakers, is present both in the current problems of society as well as in the way philanthropic actions have been carried out, this seems to indicate that the philanthropic sector also runs the risk of reproducing social power relations.

May harmony, reciprocity, collectivity and plurality be interlaced with a more powerful philanthropic thinking and acting process able to address current challenges, which are currently governed by almost exclusively private and economic interests.

Maybe it is time for society to rethink the subject of philanthropy (the white men, holder of financial resources and a certain professional prestige). After all, it seems urgent for us to look around and ask ourselves: who has the more to give and who has the more to receive and learn nowadays?

 

Photos by: André Porto and Caio Graça/IDIS.

Paula Fabiani, CEO of IDIS, is now PhD on strategic corporate philanthropy. Check out the full thesis!

Nowadays, it is increasingly relevant for companies to take measures that take into consideration social and environmental consequences of their actions. According to the ‘Corporate giving by the FTSE 100’ report made by CAF (Charities Aid Foundation), 69% of the public believe businesses have an obligation to support their local communities.

With that in mind, Paula Fabiani, CEO of IDIS, is now a PhD, having completed a thesis in which she researched about the Corporate Donation Chain approach and the potential it has to enhance strategic corporate philanthropy.  She completed her Ph.D. in Operations Management and Sustainability at Fundação Getúlio Vargas / São Paulo School of Business Administration.

 

“Academia has the power to transform. Through scientific rigor, which lends credibility to the academic world, research and publications have the potential to contribute to the creation of a better world. This is precisely one of my commitments: to always seek a deeper understanding of issues that can contribute to our society […] Through the lens of stakeholder’s engagement, I tried to help corporations to adopt a more strategic approach to their philanthropic activities”, says Fabiani.

The full thesis can be accessed in full here.

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!

Perspectives for Brazilian Philanthropy in 2023

‘Boldness’ emerges as a transversal element and opens the way for a more transformative, diverse, and inclusive philanthropy in the country

 

In its second edition, the publication Perspectives for Brazilian Philanthropy by IDIS – Institute for Development of Social Investment presents the current scenario, identifies inspiring actions, and points out ways for a more strategic and transformative private social investment, bringing together elements that contribute to decision making. At the background, resonances of the preview’s year, marked by polarized elections and the need for organizations and entities to come out publicly and demonstrate their commitment to democracy, in apparent check. Also, the worrying return of Brazil to the UN Hunger Map, the serious situation of indigenous peoples in the Brazilian Amazon, in addition to the record levels of deforestation.

The material, comments Paula Fabiani, CEO of IDIS, “presents examples of innovations, new methodologies and financing models, unexpected partnerships, significant changes, and new ways of doing differently (and better) what was already working”.

There are eight perspectives that has ‘boldness’ as a common element, reflecting and showing practical examples on how philanthropists and social investors can act in a strategic, effective, and agile way.

 

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Find out what these trends are:

1. The power (and necessity) of dialogue for building bridges
Solutions will be found in interaction, require collaboration, and contemplate multiple demands and points of view.

2. Far beyond responsibility: legacy
What companies are leaving for the next generations.

3. Diversification of financing models
More than ever, optimizing and contributing to the evolution of possible sources of financing is necessary to solve challenges.

4. The number is not the finishing line
Social Impact Assessment has been increasingly debated and sought after, but once the numbers are discovered, what is the next step?

5. Environmental and Social Agendas walking side by side
The interdependence between climate, forests and people.

6. Third Sector engaged in promoting public policies
Civil society organizations strengthens democracy and accelerate systemic change.

7. Strengthening civil society organizations: trust, governance and transparency
The relevance of CSOs grow as the population’s confidence in its achievements evolves.

8. Family Philanthropy shows its face
Individuals and families make public commitments about their donation practices.