IDIS is featured in articles from Alliance Magazine

Alliance Magazine, a media partner of IDIS and one of the world’s foremost philanthropic media outlets, showcased several recent initiatives and content from IDIS.

They spotlighted key moments from the Brazilian Philanthropy Forum 2023, a significant event for Brazilian social investors organized by IDIS in September. In an article titled ‘Territorial Community Alliances: From the Environment to Human Rights’, Kit Muirhead discussed one of the forum’s sessions: ‘Unlikely Alliances: Bold Advocacy for Causes and Territories’.

The magazine also featured two articles authored by IDIS team members, each focusing on different discussions from the event. ‘Family philanthropy: addressing invisible causes’ by Isadora Pagy and ‘More than ever, boldness is needed to fight poverty!’ by Joana Noffs, both Project Analysts at IDIS.

The Brazilian Philanthropy Forum, an annual event hosted by IDIS, brings together leaders from philanthropy, the private sector, and the government to address Brazil’s most pressing social challenges and explore innovative solutions. You can access the full event recording here:

In another article addressing the growth of individual donations in Brazil, IDIS and the recent Brazil Giving Research were referenced. The article, titled ‘New Report Details 2022 Giving Trends in Brazil,’ highlighted key findings, including the increase in the percentage of Brazilians donating (aged over 18 with family income above one minimum wage) from 66% in 2020 to 84% in 2022.

Review the main Brazil Giving Research 2022 results:

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Finally, Alliance also showcased the cover story of the WINGS Forum 2023, titled ‘The Transformation Driven by the Ubuntu Spirit’, authored by Luisa Lima, Communication and Knowledge Manager at IDIS, who was part of the Brazilian delegation at the event.

WINGS Forum 2023: The Transformation Driven by the Ubuntu Spirit

The triennial meeting of WINGS – Worldwide Initiatives for Grantmaker Support took place in Nairobi, Kenya, in October. Guided by the theme TRANSFORMATION, participants from 45 countries reflected on how to unlock the potential of philanthropy. Representing IDIS, Paula Fabiani, CEO of IDIS and member of the board of WINGS, and myself, Luisa Lima, responsible for the communication and knowledge area, and for the first time participating in the meeting. In all, the Brazilian delegation had 15 representatives.

The opening plenary set the tone for the event: ‘Existential Challenges and Shared Futures: Rediscovering the Role of Philanthropy’. The Brazilian indigenous activist Txai Suruí, shared the wisdom of her people – we are all nature and just protecting is not enough, we must give back everything we receive. He said that the future is ancestral – in our cultures there are many of the answers we seek that may have been lost or not valued – and the statement was quoted by many people throughout the event. The Englishman of Indian descent, Indy Joha, used numbers and data to show how we are not realizing the scale of our problems, or we don’t want to realize them, after all, each one of us is also responsible for them. Estonian philanthropist Jaan Tallinn highlighted the role of business in philanthropy and his personal journey – he is the founder of Skype, Kazaa and the Centre for Existential Risk Studies at the University of Cambridge. In his speech, a positive look at the use of artificial intelligence, which in his opinion can bring great benefits to society if there is investment. Rena Kawasaki, a young Japanese woman, said that at the age of sixteen she was invited to join the board of a biotechnology company. The experience changed his life and involving young people in decision-making about solving the challenges that will impact their future became his cause. The message was that it is possible and necessary to transform our development model and that the strength is when we do it together.

 

Over the course of three days, some topics stood out in the conversations and at times, the term of African origin, Ubuntu, which means ‘I am what I am, because we are all of us’, was mentioned. We are all connected, and in our philanthropic practices this understanding, this assumption, can guide everything we do. Also connected are the challenges we must face – poverty, inequalities in general, and gender and race inequalities with their specificities, education, health, climate emergencies, and many others, which together configure the polycrisis, another very present theme. Among other highlights, the importance of leadership development and youth involvement, community foundations as a model that privileges local solutions, the importance of decolonizing philanthropy, investing in the sector’s infrastructure and institutional development, and the potential of alternative financing models such as blended finance or venture philanthropy to leverage philanthropic capital.

 

In the plenary sessions, there was a debate on the role of councils, a topic on which there is relatively little reflection, even though governance is so often mentioned by organizations. The Brazilian Rodrigo Pipponzi, founder of the MOL Group, and chairman of the board of the ACP Institute, shared his vision and the importance of clarity about the role of each of the instances. In a debate with philanthropists, the Indian Vidya Shah highlighted the importance of business commitment to sustainable practices (looking inward) and the importance of investing not only in causes, but in the institutional development of organizations. The Austrian Marlene Engelhorn told of her campaign for the taxation of large fortunes, herself representing a very wealthy family. In his opinion, this is an important starting point for reducing inequalities.

Among the speakers and participants, there were many representatives from the African continent, who contributed to a better understanding of the specificities of the region. Quite dependent on international philanthropic capital, there have been debates about how they expect this support to happen, with greater independence for the creation of local solutions, and not purely the implementation of Western projects, which may be faster, but which sometimes do not involve communities, generate externalities and sometimes repeat a colonialist logic. The importance of broadening the debate and practice of trust-based philanthropy has appeared in many moments. As a Brazilian, it was particularly special, because I could see how some practices and customs are also foundational to who we are, brought hundreds of years ago by men and women who were enslaved. I was struck by how models cited by Africans resemble the models of the Black Brotherhoods, in colonial Brazil, for example.

The multicultural, diverse environment, with people from such different backgrounds, contributed to the richness of the conversations. The spaces in the program for networking and working groups allowed the exchange of experiences on specific topics. In a session on the production and use of data, for example, we shared experiences. A participant from a human rights organization drew attention to how their data that is collected to protect populations, if not stored carefully, can be demanded in times of crisis, and be used against the populations it was intended to protect. Representatives of African countries, in turn, drew attention to the difficulty of disseminating the findings, since many governments consider only the data produced by public bodies to be official. The best use and analysis of existing data was also mentioned, as well as the importance of training organizations to understand how to read data and use it to their advantage.

Transformation is the result of the action of each one of us and the feeling is that everyone came out energized and imbued with this duty. In line with the theme of the Brazilian Philanthropy Forum 2023, BOLDNESS was one of the watchwords. We must be more ambitious and take risks. It is urgent to act and for that, we will catalyze the power of this and so many other networks, which bring power in their constitution. Let’s create the future we want!

Operating Archetypes’ launch brings together philanthropists and social investors in Brazil

On a June morning, IDIS – Instituto para o Desenvolvimento do Investimento Social (Institute for the Development of Social Investment) and RPA – Rockefeller Philanthropy Advisors brought together philanthropists, members of business and family organizations, and civil society organizations for the launch of the brazilian version of ‘Operating Archetypes: Philanthropy’s New Analytical Tool for Strategic Clarity‘. The publication addresses and analyzes the main profiles of philanthropists and social investors, providing guidelines to maximize impact for each type of organization.

The study is an extension of the ‘The Philanthropic Framework’ project, promoted by Rockefeller Philanthropy Advisors in 2019 through interviews with 75 foundations, as well as dozens of working sessions with over 200 funders, experts, and research partners in the United States, Europe, Asia, Africa, and Latin America. The Brazilian version was published in partnership with IDIS, an RPA partner for over 10 years, in order to expand private social investment.

Learn more and download the publication:

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Aligning resources with objectives for more effective philanthropy

Melissa Berman, CEO of Rockefeller Philanthropy Advisors and one of the authors of the publication, opened the event by presenting the goals and findings of the study. Melissa explained that the idea arose from the recognition of the need to systematize and renew existing philanthropic models in the face of emerging and growing global challenges. It was necessary for private social investment worldwide to also update itself in order to address such significant issues.

“It is not possible to solve 21st-century problems with a 19th-century philanthropy model”

The CEO of Rockefeller explained that the 8 archetypes were created with the aim of providing a strategic planning guide for organizations, bridging the gap between their ultimate goals, purposes, and available resources.

Melissa Berman, CEO of Rockefeller Philanthropy Advisors, presenting the publication

After the initial presentation, a panel discussion took place on the findings and their implications for the Brazilian philanthropic sector. Moderated by Paula Fabiani (CEO of IDIS), the panel included the participation of Cassio França (Secretary-General of GIFE), Thiago Piazzetta (Project Manager at Boticário Group Foundation), and Patricia Loyola (Director of Social Management and Investment at Comunitas).

Paula Fabiani (IDIS), Thiago Piazzetta (Fundação Grupo Boticário), Cassio França (GIFE), and Melissa Berman (RPA) discussing the publication in the context of Brazilian philanthropy

Piazzetta highlighted the work of Boticário Group Foundation, which supports organizations promoting biodiversity conservation in Brazil. The group was one of the featured cases in the publication and serves as an example of the so-called ‘Venture Catalyst’ archetype, a profile characterized by providing initial funding, often unrestricted, to new or less-established organizations. “We avoid funding large organizations and choose to support smaller and more innovative groups and companies”, says Thiago.

Boticário Group Foundation has already financed 1,600 non-established and innovative environmental conservation initiatives through donations and other financial instruments, including an environmental impact acceleration program to strengthen the investment capacity of the business community.

Cassio França added to the discussion the importance of organizations that apply the Venture Catalyst archetype in their actions to combat inequalities in the brazilian context. According to the Secretary-General of GIFE, this model ensures power to truly innovative and impactful organizations addressing brazilian challenges. “It is one of the most revolutionary aspects that can exist in Brazilian philanthropy”, he indicates.

França also emphasized the importance of understanding the archetypes in the process of decolonizing philanthropy. The concept is based on the understanding of the need to overcome power imbalances within the philanthropic field, so that the mechanism does not perpetuate inequalities but effectively contributes to their eradication.

In this context, Cassio pointed out the archetypes as an excellent tool for philanthropists and social investors to recognize their modes of operation, understand their potential, and contribute effectively to the mitigation of social inequality. “I see this material as a great benefit for the field because it helps organizations understand themselves”, he highlights.

Patricia Loyola enriched the discussion by highlighting the importance of collaboration with the government in enhancing philanthropic actions. She exemplified the strength of the collaboration model through the Together for Health program, an initiative by BNDES managed by IDIS, which combines private sector donations with contributions from BNDES itself for public health projects in the North and Northeast regions of Brazil.

She related this movement to the Campaign Manager archetype, a profile that seeks to bring together experts from different fields, including the public sector, in order to produce more innovative philanthropic initiatives. “The government is familiar with the field and the needs that need to be addressed. It is not possible to partner with the government without recognizing its legitimacy”, she states.

At the end of the panel, Melissa pointed out the need for a review of philanthropic practices and indicated the content of the publication as a path to achieve this transformation. “I don’t think we have a choice but to react to the changes in the world, becoming more diverse, inclusive, and transparent organizations”, she believes.

To conclude the morning of reflections, the team from Rockefeller Philanthropy Advisors (RPA) conducted an interactive workshop on the 8 archetypes with the event participants. They had the opportunity to reflect on which profile best represented their institute’s investment model, with the assistance of the RPA team for identification, and shared their findings with everyone present.

Interactive workshop with Melissa Berman during the event

The moment sparked deep reflections among the participants and revealed members who identified their organizations within various archetypes, including the Talent Agency, which identifies and amplifies the voices of individuals and groups who experience the issues more directly and closely; the Field Builder, who strengthens institutions responsible for generating and disseminating scientific perspectives; and the Sower, a model that provides support through diverse sources for the same cause.

Get to know the 8 archetypes and also take the opportunity to understand which model best characterizes your philanthropy. Download the publication here.

 

About Rockefeller Philanthropy Advisors

Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that advises and manages over $400 million in annual donations from individuals, families, corporations, and foundations. Founded in 2002, with the aim of continuing the Rockefeller family’s philanthropic legacy, RPA has become one of the largest philanthropic service organizations in the world and has facilitated the distribution of over $3 billion to more than 70 countries. RPA also acts as a fiscal sponsor for over 100 projects.

For more information, please visit www.rockpa.org.

Brazilian Philanthropy Forum 2023: sign up to the live stream event

The 12th edition of the Brazilian Philanthropy Forum is happening on September 14th. Once again, in addition to the in-person event in São Paulo for guests only, the program will be live-streamed.

 

 

At the 2023 Brazilian Philanthropy Forum, we will highlight initiatives and people who paved the way for more transformative, diverse, and inclusive philanthropy and social investment. We invite you to be inspired by these stories. Create financing methodologies and models. Establish unlikely partnerships. Promote significant changes. Assume mistakes and move forward. Do differently what was already working. Innovate. Dare. BOLDNESS is inherent to humans but must be developed, experienced, and improved. It requires courage, creativity, planning, and perseverance to meet challenges and take calculated risks.

 

SING UP

Register here for the English live stream!

 

CONFIRMED speakers

Among the confirmed speakers are Armínio Fraga (Philanthropist and former President of Central Bank of Brazil), Carlos Humberto (CEO of Diáspora.Black), Eliane Trindade (Editor of The Social Entrepreneur Award of Folha de S. Paulo), Gelson Henrique (Executive Coordinator of the Pipa Initiative), Geyze Diniz (Cofounder of Pact Against Hunger), Gilson Rodrigues (CEO of G10 Favelas), Jean Jereissati (CEO of AMBEV) Luana Génot (Founder of ID_BR), Luciana Temer (President Director of The Liberta Institute), Malu Nunes (Executive Director of the Boticário Group Foundation for Nature Protection), Marcel Fukuyama (Head of Global Policy at B Lab Global), Mariano Colini Cenamo (founder and director of New Ventures at IDESAM), Priscila Cruz (Executive President of Todos pela Educação), Roberto Sallouti (CEO of BTG Pactual), Rodrigo Mendes (Founder of the Rodrigo Mendes Institute), Saulo Barretto (Founder of IPTI) and Tom Mendes (Financial Director of ID_BR).

The event will have international guests such as Nivedita Narain (CEO of CAF India) and Philip Yun (CEO of World Affairs and Head of the Global Philanthropy Forum).

 

ORGANIZATION AND SUPPORT

The event is organized by IDIS – Institute for Social Development, in partnership with the Global Philanthropy Forum and the Charities Aid Foundation, with silver support from the Charles Stewart Mott Foundation, and bronze support from Ambev, B3 Social, BNP Paribas Asset Management, BTG Pactual, Itaú Foundation, José Luiz Egydio Setúbal Foundation, Sicoob Institute, Movimento Bem Maior, RaiaDrogasil S.A and Vale.

This year, the forum will again have Alliance Magazine as a media partner. Based in England, the world’s largest philanthropy magazine will cover the event and live stream it in English on its YouTube channel.

BRAZILIAN philanthropy FORUM

The Brazilian Philanthropy Forum provides a space for the philanthropic community to gather, exchange experiences, and learn from their peers, strengthening strategic philanthropy for the development of Brazilian society. The event has already brought together over 1,500 participants, including philanthropists, leaders, and national and international experts. Recordings of all editions are available on our YouTube channel. 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.

Together for Health: a Matchfunding initiative to strengthen the Brazilian Public Health System (SUS)

The Brazilian Unified Health System, known as SUS, is universal, free, and a worldwide reference. Nevertheless, it could benefit even more people and perform better if allocating public and private resources.

Did you know that for 18% of the Brazilian population, especially in the North and Northeast regions, the number of doctors available in public health is less than 1 for every thousand inhabitants? The Brazilian average is 2.15 per thousand.

In addition, the average life expectancy in these regions is 3 years lower than in the rest of the country. At the same time, the infant mortality rate is 3% higher compared to the Central and South regions.

Let’s change this reality together!

 

What is Together for Health?

Together for Health Program is a donation initiative of the BNDES (National Bank of Social and Economic Development) in the matchfunding style. In other words, it will be co-financed by the private enterprise and social organisations to allocate R$ 200 million* to projects in the health area of the North and Northeast regions over four years.

R$ 1 in donations + R$ 1 BNDES = donation to strengthen public health

With these guidelines, the initiative confirms its alignment with UN Sustainable Development Goals (SDGs) 3 – Health and Wellness, and 10 – Inequality Reduction.

 

What is the Program’s goal? 

Supporting and strengthening the Brazilian Health System (SUS) in the North and Northeast regions, focusing on improving the efficiency of health service provision, quality, and integration of the system as a whole.


Who will benefit from the Program?

The entities that can receive resources from the program are: non-profit private organizations (Philanthropic Health Units, for example) or public bodies that do not depend on transfers of resources from the Union for their maintenance. The health projects presented must be in line with the premises of Together for Health and will be submitted to the approval of the Validation Committee, formed by members of the BNDES and other supporters of Together for Health.

How will the resources be invested? 


Depending on the supported health unit’s needs, there will be three possibilities for investment:

– Fixed assets: equipment acquisition or execution of recovery, modernization, expansion, and construction works;

– Management: telehealth system, digital systems, regulation systems, and implementation of applied management methodologies;

– Campaigns: cost of temporary health service provision campaigns associated with the start of health infrastructure operation.

Who participates:

 

– BNDESBanco Nacional de Desenvolvimento Econômico e Social (National Bank of Economic and Social Development): promoter and financer of the initiative.

– IDIS – Instituto para o Desenvolvimento do Investimento Social (Institute for the Development of Social Investment): responsible for resource management, fundraising, and project selection that will benefit from the Program.

– Impulso Gov: author of “Impulso Previne”, a project that brings together solutions and free services for municipalities to expand the reach and quality of SUS primary care and is already eligible to receive investments.

Together for Health supporters

– Vale Foundation

– Banco do Brasil Foundation

 

Join us!
To learn more about how to get involved, visit our website or contact juntospelasaude@idis.org.br 

* On December 2022, USD 1 is equivalent to R$ 5,20

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 named the best Brazilian philanthropy organization

Efficiency and excellence in management are key factors for social organizations to achieve greater impacts on the causes they defend. The “Best NGO Award” recognizes good practices in governance, transparency, communication and financing and, for the fourth time, IDIS was among the top 100 in Brazil. And this year, a surprise: IDIS was also named the best organization on the brand new category Promotion of Philanthropy, Volunteering, and CSO support, taking two trophies home.

“Receiving these awards 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 recognition 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 IDIS´s highlights are the monitoring strategic planning and 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 advisory projects with new clients and the strengthening of relationships with those who were already in the house; strengthening of own projects such as endowment´s advocacy and Transforming Territories, a program to develop community philanthropy at Brazil. Equaly important was the productions in the field of knowledge, such as the 2021 Volunteer Survey, the Brazilian Endowments Outlook, the Seminar on ESG and Strategic Philanthropy; and the Brazilian Philanthropy Forum.

The selection of the prize is based on a rigorous evaluation carried out by O Mundo que Queremos Institute, the Doar Institute and “Ambev VOA”, with the support of researchers from Getúlio Vargas Foundation (FGV), Humanize Institute and of the Toyota Foundation.

We congratulate all the organizations that work every day for socioeconomic development in the most different causes and regions of Brazil and who were also recognized on this year´s edition.

 

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

Carregando…

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!

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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