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.

 

IDIS is one of the 100 best brazilians non profit organizations of 2022

Efficiency and excellence in management are key factors for social organizations to achieve greater impacts on the causes they defend. The Best Brazilian’a Non Profit Organizations Award assesses good practices in matters such as governance, transparency, communication and financing and, for the fourth time, IDIS was recognized.

“Receiving this award makes me very emotional and fulfilled! We made many investments in people, processes and tools to strengthen our projects, and ending the year with this news reinforces that we are on the right path”, says Paula Fabiani, CEO of IDIS. “This is the result of the dedication of our team and council, in addition to the trust placed by our partners”, she adds.

 

Among the highlights are the systematization of strategic planning monitoring, constant monitoring of indicators, investment in financial management and CRM platforms, the creation of a diversity and inclusion committee and the growing investment in team training and development. The result was the expansion of consulting projects with new clients and the strengthening of relationships with those who were already in the house; strengthening of own projects such as Advocacy for Heritage Funds and Transforming Territories, and important productions in the field of knowledge, such as the 2021 Volunteer Survey, the Heritage Fund Panorama, the ESG Seminar and Private Social Investment; and the Brazilian Forum of Philanthropists and Social Investors.

The selection of the prize is based on a rigorous evaluation carried out by the Instituto “O Mundo que Quero”, the “Instituto Doar” and the “Ambev VOA”, with the support of researchers from Fundação Getúlio Vargas (FGV), Instituto Humanize and of the Toyota do Brasil Foundation. On November 25th, in an event for those contemplated in this edition, the best organizations by state, cause, the ten best small organizations and the best among them will be revealed.

We congratulate all the organizations that work every day in favor of socioeconomic development in the most different causes and regions of Brazil and who also received recognition.

 

Collaboration, capacity, and change at the 2022 Brazil Philanthropy Forum

by Agustín Landa at Alliance Magazine

After three years since the last national reunion, the philanthropic sector of Brazil came together on 15 September in Sao Paulo at the Brazilian Philanthropy Forum organized by the Institute for Development of Social Investment (IDIS).

 

More than 200 guests attended in person, and many more joined the conference virtually. With 11 sessions and presenters from around the world, the Forum explored the topic of collaboration. It was very inspiring to see many young participants and future philanthropists in the venue among more seasoned people.

Opening with Paula Fabiani – Forum IDIS 2022

Collaboration in action

A fascinating first dialogue was with Celso Athayde, the Founder of Central Unica das Favelas, Neil Heslop, CEO of CAF, Monica Sodre, CEO of RAPS – and moderated by Atila Roque, Ford Foundation Brazil. All of them were from very different backgrounds and used the space to host a dialogue around the factors that need to be addressed for collaboration in the sector to reach far, as well as fast.

Forum IDIS 2022. São Paulo. Picture: Andre Porto

The panellists stressed that cooperation is not the same as collaboration. Trust, honest dialogue, an openness to diversity, and empathy were among the factors that need to be a part of working in collaboration. But it must also be accompanied by a systemic focus to obtain a shared goal.

Monica Sodre reflected especially on how democracy is being attacked and should take care of. Democracy she said is a value, cannot be underestimated, and is a very recent conquest of society.

To continue reading click here.

Live Stream: Brazilian Philanthropy Forum 2022

The 11th edition of the Brazilian Philanthropy Forum already has a date: September 15th. This year, in addition to the in-person event in São Paulo exclusively for guests, the program will also be broadcast live, both in Portuguese and in English.

 

 

Philanthropy is increasing its presence in the Brazilian news and society demands commitment and results. There´s been a move forward, solutions were accelerated through connections and challenged the saying ‘alone you go fast and together you go far’.

Brazil has never advanced so far, and in so little time. The mobilization caused by the pandemic showed the potency of collaboration. Public authorities, companies of all sizes and segments, civil society organizations and individuals joined forces. They intensified pre-existing partnerships and created new bridges.

Therefore, this year’s theme is COLLABORATION. At the Brazilian Forum of Philanthropists and Social Investors 2022 the audience will see how it is possible to go ‘fast and together’. Discover the complete agenda here.

Register here for English live broadcast

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Register here for Portuguese live broadcast

 

CONFIRMED SPEAKERS

Among the speakers already confirmed are Ana Buchain (Executive Director of People, Marketing, Communication and Sustainability at B3), Flavia Rosso (Social Impact Manager at Ifood), Atila Roque (Director at the Ford Foundation in Brasil), Celso Athayde (founder of CUFA), Marcilio Pousada (CEO of RaiaDrogasil) and Mafoane Odara (Human Resources leader for Latin America at Meta).

Among the international guests we´ll have Atti Worku (Co-CEO of the African Visionary Fund), Agustín Landa (Founding Director of Lanza and Representative of the Alliance Magazine in Latin America), Melissa Berman (Founder and CEO of Rockefeller Philanthropy Advisors), Neil Heslop (CEO of the Charities Aid Foundation), and Sonali Patel (partner at the Briedgespan Group).

ORGANIZATION AND SUPPORT

The Brazilian Philanthropy Forum is promoted by IDIS – Institute for the Development of Social Investment, in partnership with the Global Philanthropy Forum and the Charities Aid Foundation, and has the silver support from Ford Foundation; and bronze support from de Ambev, B3 Social, BNP Paribas Asset Management, Arymax Foundation, José Luiz Egydio Setubal Foundation, Sicoob Institute,  Movimento Bem Maior, RaiaDrogasil and Santander.

The event´s media partner is Alliance Magazine, the world’s largest philanthropy vehicle – who will cover the event and broadcast the event live in English on its YouTube channel. The sessions will happen from 1 p.m. at 10 p.m. (BST), with English translation.

 

 

ABOUT THE EVENT

The Brazilian Philanthropy Forum aims to provide an exclusive space for the philanthropic community to gather, exchange experiences and learn with peers, enriching the strategic philanthropy in order to promote the Brazilian society’s development. The event has already brought together over 1,500 participants, including philanthropists, leaders and national and international experts. Watch the 10 year aniversary video to see what is said about it!

See you soon!

What Brazilian philanthropy learned from pandemic giving

Paula Jancso Fabiani CEO of IDIS and Luisa Lima Communications Manager at IDIS. 

Collaboration and strengthening civil society organisations are key to tackling Brazil’s social inequality, a new report from the Institute for Development of Social Investment asserts.

It’s easier to make a fortune than to give money away wisely, Andrew Carnegie said in the 19th century. More than 100 years separate us from that statement, but it´s still an idea that philanthropy reckons with as year by year, it tries to evolve. While global trends are helpful to anyone working in the sector, a local understanding is crucial.

In this article, we share some perspectives on philanthropy in Brazil from our research, which we hope are useful to anyone interested in contributing to development in our country or their own.

The pandemic and philanthropy in Brazil

Brazilian philanthropy had been characterized by a project-making vocation for many years, but when the pandemic struck, the sector had to quickly work to respond to the moment’s urgency. Many philanthropists realised it would be more efficient to finance projects led by civil society organisations (CSOs) than to try to build solutions themselves – CSOs had more knowledge about the problems, were close to the beneficiaries, and had implemented solutions. Corporate giving in Brazil reached its peak in 2020, and most of the resources for dealing with the effects of Covid-19 were allocated to third parties.

In this context of increasing grantmaking, another trend was strengthened. Besides the success of the projects funded, philanthropists became also concerned with the survival of CSOs. The deficiency of project focused grantmaking was more visible during the pandemic, when hundreds of organizations, were prevented from continuing their activities, having, sometimes, no resources to maintain their own structures. Many received donations of food for distribution but could not find donors to support them pay the rent or the electricity bill. This logic is slowly changing in the country with the emergence of philanthropic entities focused on the institutional strengthening of CSOs, meaning good management, capable teams, and a financial structure with reserves to face adversities.

Philanthropy in Brazil was developing towards long-term investments. Strategic philanthropy, planning aimed at systemic changes and influence on public policies increased as a practice, as well as the importance of endowments and impact assessment. This transformative approach was leading the way towards the search for more definitive answers to problems.

Nonetheless, the health crisis and its consequences boosted emergency actions, such as direct distribution of food, basic supplies and even cash transfers. Urgency required immediate reaction. During this period, unemployment, hunger, and poverty grew in Brazil, deepening the inequality gap. The societal demands have expanded because the pandemic has shown, for instance, that those who do not have access to internet cannot study and miss opportunities for health care.

Expanding the learning from pandemic response to other causes

During this moment, some causes gained new attention. Racial equality, fighting climate change, and access to technology and connectivity have particularly stood out. And other urgent causes were reinforced such as the fight against poverty, the protection of democracy, and the struggle for human rights and equity for other minority groups.

When putting a light on corporate giving, some factors have contributed to a higher engagement. Many became involved for the first time in 2020 and some decided to continue the practice, even after the most dramatic moment of the pandemic. As reported in the 2020 GIFE Census, 60 per cent of the donating companies declared that they intend to maintain or increase the total amount of social investments in the years ahead. This positioning is consistent with the pressure from investors and consumers.

On the investors’ side, the ESG (Environment, Social and Governance) agenda gained relevance. Nevertheless, Brazilian companies still invest relatively little in following ESG guidelines. The room for development is immense, and there´s a growing understanding that philanthropy is a path to strengthen the ‘Social’ pillar of the acronym.

On the consumer side, there is increasing pressure for companies to take a stand and intercede when the government does not solve society’s problems. According to Edelman Trust Barometer 2021, more than two-thirds (68 per cent) of the population agrees with this statement, and 59 per cent of Brazilians expect CEOs to speak out publicly about social issues.

Above all, no single institution or sector, in isolation, has the solution to the complex problems that we face nowadays. The world in general, and Brazil particularly, are experiencing intense polarisation that fray the social fabric and makes dialogue difficult. Philanthropists, however, can build partnerships helping to connect CSOs, companies and government. If we had to choose only a word to summarize all that is needed, it would be collaboration. The pandemic has made it clear that we get further when we walk together and, contrary to the saying, we can get there faster too.

Article originally published at Alliance Maganize’s blog (click here) on June 4th

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