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Being Grounded in Philanthropy
Navigating Legal and Ethical Issues
Making Sound Funding Recommendations
Communicating Funding Recommendations and Decisions
Managing Your Grant Portfolio
Maximizing Grant Impact
Strategies for Professional Excellence and Personal Satisfaction
WELCOME TO
Being Grounded in Philanthropy
3
Faculty – Being Grounded in Philanthropy
SESSION 1:Being Grounded in Philanthropy
Meet the Faculty
Insert Picture Here
Maggie Gunther OsbornVice-President
Florida Philanthropic Network
4SESSION 1:Being Grounded in Philanthropy
Session Goals (P. 1)
This session will prepare you to…• Function with awareness of the macro context of field• Benefit from others’ experiences and knowledge of
philanthropy
…by helping you understand:• The role of philanthropy in society • Key events in the development of philanthropy• The infrastructure that supports philanthropy• Current issues and debates about philanthropy
5SESSION 1:Being Grounded in Philanthropy
Session Agenda
• Introduction and icebreaker
• Definition and types of grantmaking entities
• Size and scope of philanthropy
• Critical events in organized philanthropy
• The role of philanthropy in society
6SESSION 1:Being Grounded in Philanthropy
Exercise: Philanthropy Bingo (P. 2)
• Move around, talk to others, and fill in the cells. (You may use the same person’s name in multiple cells.)
• Try to be the first person to complete one full line (vertical, horizontal, or diagonal).
• Yell “BINGO” when you fill in one full line!
7SESSION 1:Being Grounded in Philanthropy
A Foundation Is… (P. 3)
• An entity established as a 501(c)(3) or charitable trust
• Principal purpose is to make grants to unrelated organizations, institutions, or individuals
• For scientific, educational, cultural, religious, or other charitable purposes
8SESSION 1:Being Grounded in Philanthropy
Types of Grantmaking Entities (P. 6)
• Foundations:Private. Funded mostly by one donor or family:
Corporate Family Independent (grantmaking or operating)
Public. Funded by many sources: Community foundations Funds serving certain population groups or issues, e.g.,
women’s or health funds
• Other: Corporate giving programs, trusts
9SESSION 1:Being Grounded in Philanthropy
Philanthropy Facts
(Source: The Foundation Center – 2011) (Page 8) • 76,545 foundations in the United States
• Over 72% are unstaffed
• 63.2 percent have under $1 million in assets
• $590.2 billion in assets, $45.7 billion in grants
• 89% are private, grantmaking
• Philanthropy: 13% of charitable giving
• Five states hold 49% of assets. Which ones?
10SESSION 1:Being Grounded in Philanthropy
Figure 1. Non-Operating Foundations Make Up the Majority of the 76,545 Foundations (Source: The Foundation Center – 2011)
1.0%
3.6%
5.9%
89.6%
Private “non-operating” (68,508) 89.6%
Operating (4,567) 5.9%
Corporate (2,733) 3.6%
Community (737) 1.0%
11SESSION 1:Being Grounded in Philanthropy
Number/Size of U.S. Foundations (P. 7) (Source: The Foundation Center – 2011)
ASSETS
$1b or larger
250m–1b
50m–250m
10m–50m
1m–10m
Under 1m
NUMBER
60
200
1,245
4,558
22,101
48,381
PERCENT
0.1
0.3
1.60
6.00
28.90
63.20
12SESSION 1:Being Grounded in Philanthropy
Figure 2. Private Non-Operating Foundations Do Most of the $45.7 Billion in Total Giving (Source: The Foundation Center – 2011)
9.0%
10.3%
7.4% 71.1%
Private “non-operating” ($32.8 billion) 72%
Operating ($4.2 billion) 9%
Corporate ($4.7 billion) 10%
Community (4.2 billion) 9%
13SESSION 1:Being Grounded in Philanthropy
Figure 3. Health and Education Receive the Most Grant Dollars (Source: The Foundation Center – 2011)
11.8%
5.5%
13.1%
23.3%
Arts/Culture 10.5%
Education 23.3%
Environment/Animals
7.4%
Health 22.4%
Human Service 13.1%
International Affairs 5.5%
Public Affairs 11.8%
Science/Technology 2.6%
Social Science 0.9%
Religion 2.0%
10.5
7.4%
22.4%
2.6%0.9%
2.0%
14SESSION 1:Being Grounded in Philanthropy
Exercise: History of Organized PhilanthropyWrite your name, position, foundation’s name, location, and year founded on the 8.5’ x 11’ paper with marker.
If you are not sure of the founding year, guess.
If you do not currently work for a foundation, use the organization you most recently worked or volunteered for.
15SESSION 1:Being Grounded in Philanthropy
Exercise: History of Organized Philanthropy• Create a “human timeline” by standing chronologically
by the founding date of your foundation.
• Bring your paper with you. Hold it up.
16SESSION 1:Being Grounded in Philanthropy
Number of Foundations Established by
Decade (P. 11)
(Source: The Foundation Center – 2011) YEAR ESTABLISHED
Pre-1900-19191920–19391940–19591960–1969 1970–19791980–19891990–19992000–2009
Data limited to 32,131 grantmaking foundations with at least $1 million in assets or making grants of $100,000 or more in 2008-2009. *Data incomplete for the period 2000–2009.
NUMBER
205356
2,5371,8571,2674,471
10,143*8,602
17SESSION 1:Being Grounded in Philanthropy
Key Events: Growth of Philanthropy (Pages 10-11)
1910–30: First private/community foundations
1930–50: Corporate giving tax incentives
1950–70: GE Fund matches employee contributions;United Negro Appeal founded
1970–90: Growth of philanthropic infrastructureorganizations, social venture philanthropy
1990–present: Corporate: Gates, Buffet, Google;identity-based philanthropic groups
18SESSION 1:Being Grounded in Philanthropy
Growth of Diversity in Philanthropy (P. 14)
1960 Combined Jewish Philanthropies 1971 21 Century Foundation; Association of Black
FoundationExecutives
1980 First Nations Development Institute1982 Funders for Lesbian and Gay issues1984 Hispanics in Philanthropy; Seventh Generation Fund
for Indian Development (1984)1985 Women’s Funding Network, Hopi Foundation1989 Latino Community Foundation1990 Asian Americans/Pacific Islanders in Philanthropy,
Native Americans in Philanthropy, Disability Funders Network, Asian Pacific Community Fund of Southern California
19SESSION 1:Being Grounded in Philanthropy
Summary: Themes in Evolution of Philanthropy• Expansion – of foundations
• Regulation – Tax Act of 1969
• Diversification – types of foundations, giving circles, identity-based giving
• Infrastructure – 50 affinity groups, national and regional associations, academic centers, consultants
20SESSION 1:Being Grounded in Philanthropy
Role of Philanthropy in Society (Pages 17-19)
• Are foundations unfairly privileged? Should they be more accountable? How and to whom?
• Is organized philanthropy making a difference?
• What is the impact of the Gates Foundation – a mega foundation – on the face of philanthropy?
• Are foundations at the pinnacle of their growth and contribution? Will they decline in prominence in the future?
21SESSION 1:Being Grounded in Philanthropy
Reflections
• Has anything surprised you about philanthropy’s past or present? What did you learn?
• Where do you think that philanthropy is headed?
• Welcome to the field. You are a part of its future.
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