March 2009

http://www.idis.org.br/front_page/view?set_language=en

The Institute for the Development of Social Investment - IDIS

• Founded in 1999, IDIS is a civil society organization of public interest pioneer on supporting philanthropists – social investors – in Brazil and Latin America.

• IDIS engages wealthy families and individuals, companies and communities in strategic actions that promote social changes, contributing to reduces the social inequalities in the region.

• We develop and offer to social investors innovative and effective ways of giving.

“To promote private social investment as a tool for the development of a more just and sustainable

society”.

Board of Directors

President: Celso Varga

Consuelo YoshidaEneida BiniHenrique UbrigMaria Lucia de Almeida Prado e SilvaMichael Paul ZeitlinOlinta Cardoso

Fiscal CouncilHélio Nogueira da CruzMaria Elena JohannpeterWalter Piascek

Donors have no information on the destination of their donations

Families do no consider philanthropy as part of succession among generations

Companies lack information about the philanthropy they practice

Communities have little information on local philanthropy

Relation with the grantee ends with the check

Scattered efforts

Scattered donations

Lack of priority

Lack of control and evaluation

Lack of professionals

About Brazil: Social Investment Panorama

Private Social Investment

Private Social Investment takes place whenever individuals, families or business organizations voluntarily and strategically allocate financial, human or in kind resources for public benefit.

To generate impact and promote social transformation, social investment needs to be based on research, strategic

planning and monitoring and evaluation of results.

Institute for the Development of Social Investment.

COMMUNITIESCOMMUNITIES

INDIVIDUALSINDIVIDUALS

CORPORATIONSCORPORATIONS

FAMILIESFAMILIES

Consulting services

Seminars/Workshops

Dissemination activities

Broker/

Networking

IDIS: Strategies and target

StrategyINTERNATIONAL AND NATIONAL PARTNERSHIPS, ONGOING

INTERNAL CAPACITY BUILDING, LEADERSHIP AND INFLUENCE

IDIS: Programming, Methodology and Strategy

Cause Related Marketing

Community Social

Investment

Knowledge and dissemination

Corporate Social Responsibility

Corporate Social Investment

Training and education

Dissemination

Knowledge production

Family Social

Investment

Methodology PARTICIPATORY, ITERATIVE, INNOVATIVE, STRATEGIC

Community Philanthropy Organizations

Business in the community

Awareness Program

Advisory services

Grantmaking

Strategic Plans for Corporate Social Investment, Family Giving programs, Community Philanthropy Organizations (CPOs);

Corporate Social Responsibility Assessment; Structuring of Foundations and Institutes; Incubator for new social organizations; Programme development and implementation; Evaluation of social programs:

Strategic re-evaluation Impact evaluation

Identification and due diligence of civil society organization for grants;

Development of Cause Related Marketing programs; Technical support to implement Social Network for community

development; In company courses on PSI and CSR; Conferences, Research and Publications.

IDIS: Services and Activities

IDIS is member of CAF International Network

Offices: USA Australia Brazil (IDIS) Bulgaria India Russia South Africa UK

We provide local and global solutions to make giving as effective as possible.

Our vision is a society motivated to give ever more effectively: advisory and consultancy, grantmaking, donor advised and tax-efficient giving, payroll giving and research.

IDIS: Main Achievements

IDIS has supported over 71 clients in

Brazil and Latin America that

donated over US$ 260 million

in 2006.

Promoted private social investment, generating knowledge and new

methodologies, disseminated to over 16.000 people through

20 seminars and conferences, publication, workshops and courses.

www.idis.org.br

Since 2005 IDIS became partner of Charities Aid Foundation (CAF),

supporting work in Latin America, and has cooperation agreements with International Business Leader

Forum (IBLF) and Canadian Public Health Association.

ABADHS Family Foundation

Arruda Botelho Institute Alcoa José & Guita Mindlin

Foundation Fundación Minetti Fundación Arcor MCSV Foundation Orsa Foundation Pão de Açúcar Institute Romi Foundation Telefônica Foundation WCF-Brasil Institute Hedging-Griffo Institute C&A Institute

ABN Amro Bank Alpargatas SP Aracruz Celulose Aventis Pharma AVON BASF Gerdau Group Camargo Corrêa Group Szajman Group Votorantim Group Johnson & Johnson Klabin Novartis Sabesp Tozzini Lawyers Unibanco

IDIS: Main Clients