Roda Viva 1 Bob Carter - AFP Cultura da Doação

1. ABCR
Festival
Sao
Paulo,
Brazil
Panel
Discussion:
Creating
a
Culture
of
Philanthropy
Bob
Carter,
CFRE,
Chair,
AFP
• Consider
the
impact
of
the
charitable
sector
and
the
increasing
role
it
plays
in
our
societies.
o Millions
of
programs
and
services.
o Connecting
individuals
to
causes.
o Fostering
civic
participation.
o Improving
the
quality
of
life
for
all
people.
• Charities
don’t
just
help
people
and
improve
society
anymore.
More
and
more,
charities
are
leading
society.
Developing
new
ideas
and
ways
to
think
about
things.
Creating
change.
• Charities
are
a
critical
way
societies
and
communities
advance.
They
are
a
critical
force
in
uniting
and
rallying
people
around
causes
and
ideas.
• That’s
why
organized
philanthropy
is
critical.
It’s
about
engagement;
how
we
work
together
to
improve
our

2. communities.
Informal
giving
will
always
be
important,
but
it
needs
to
work
hand-­‐in-­‐hand
with
the
infrastructure
and
processes
of
more
organized
philanthropy.
• This
is
why
working
with
individuals
in
giving
and
philanthropy
is
so
critical.
Corporate
and
foundation
giving
is
important,
but
it
doesn’t
create
the
societal
bonds
that
individual
giving
and
volunteering
create.
Individual
engagement
creates
the
building
blocks
of
philanthropy.
• One
of
the
most
repeated
comments
I
hear
is
how
fundraising
practice
in
the
U.S.
and
Canada
is
far
more
advanced
than
anywhere
else
in
the
world.
Given
the
amount
of
giving
that
occurs
in
the
United
States
and
Canada
alone
annually—well
past
$300
million—one
can
understand
the
sentiment.
• But
from
my
experiences
in
the
U.S.,
Canada,
the
U.K.
and
in
other
countries
that
this
expectation
simply
isn’t
accurate.
The
philanthropic
culture
may
be
stronger
in
U.S.
But
as
to
the
actual
nuts
and
bolts
of
creative
fundraising,
I
would
argue
that
many
U.S.
charities
today
need
to
look
outward
beyond
their
borders
to
countries
precisely
such
as
Brazil.

3. • It’s
true
that
Brazilian
charities
and
fundraisers
can
learn
a
lot
from
their
North
American
counterparts.
But
the
reverse
is
also
true.
North
American
charities
have
been
slow
to
innovate
as
the
global
economy
has
faltered,
new
technologies
have
arisen
and
younger
donors
have
begun
to
make
an
impact.
• But
where
U.S.
and
Canadian
fundraising
does
have
an
advantage
is
in
the
culture
of
philanthropy
and
engagement
that
has
been
built
in
the
U.S.
over
centuries.
In
the
U.S.,
being
part
of
a
community
means
supporting
that
community.
There
is
an
implicit
understanding
that
the
community
cannot
move
ahead—if
everyone
is
not
pitching
in
and
showing
their
support.
• Part
of
that
understanding
is
that
fundraising
plays
an
important
role
in
moving
our
communities
forward.
Nearly
all
citizens
view
the
process
of
being
asked
to
engage
and
give
as
a
basic
part
of
their
lives,
integrated
seamlessly
into
community
life
and
action.
• Let
me
stress:
this
isn’t
about
Brazilian
generosity.
The
Baazilian
people
ARE
generous.
The
critical
difference
between
the
US
and
Brazil
is
a
philanthropic
culture
where
fundraising
is
viewed
as
an
integral
part
of
achieving

4. impact
in
the
community.
Fundraising
is
not
yet
seen
as
a
natural
part
of
the
community
throughout
most
of
Latin
America.
• Big
challenge
for
Mexican
philanthropy:
creating
that
sense
and
culture
of
community
where
fundraising
and
engagement
are
seen
as
normal,
important
parts
of
society.
Implicit
in
that
goal
is
the
need
to
articulate
these
principles
as
well—we
can’t
be
afraid
to
talk
publicly
about
the
importance
of
fundraising
and
philanthropy
and
of
the
need
for
public
support.
• Culture
building
must
begin
with
each
organization.
We
have
to
integrate
the
principles
of
philanthropy—
engagement,
community,
impact,
generosity
and
respect,
to
name
just
a
few—into
everything
we
do.
This
culture
of
philanthropy
has
to
extend
to
donors
through
inspiration
and
stewardship,
but
apply
equally
to
staff
and
volunteers
as
well.
• Culture
building
has
to
start
with
trust.
has
to
start
with
trust
too.
We
have
to
be
accountable
to
our
donors,
and
show
that
accountability
to
them
whenever
possible.
We
have
to
live
up
to
the
standards
of
our
Code
of
Ethics,
as
well
as
the
principles
outlined
in
The
Donor
Bill
of
Rights.

5.
• There
are
important
questions
we
have
to
ask
of
our
organizations.
o Do
our
boards
and
our
leadership
understand
the
philanthropic
relationship?
o Do
they
see
its
impact
on
fulfilling
their
mission
and
providing
their
programs
and
services?
o Do
they
understand
what
philanthropy
is,
what
drives
it
and
how
it
relates
to
fundraising?
o And
the
biggest
question
of
all
–
do
our
boards
and
our
organizations
embrace
philanthropy
as
a
key
part
of
their
organizational
culture?
What
do
you
think?
• If
we
focus
just
on
the
getting
the
gift,
then
we
have
failed.
When
you
focus
on
‘fundraising’—when
it
is
not
in
the
bigger
context
of
philanthropy—the
tendency
is
to
focus
on
the
problem
rather
than
on
the
solution.
• Philanthropy,
however,
is
a
much
broader
concept,
the
goal
of
which
is
to
systematically
solve
problems.
It
is
based
on
carefully
thought
out
plans,
built
on
previous
successes,
focuses
on
the
community
and
benefits
many
people.

6. • So
how
do
we
get
there?
This
is
a
big
question.
But
I
do
have
some
ideas
about
starting
that
process
and
what
we
can
look
for
in
our
organizations
to
assess
where
we
are.
These
are
ways
you
can
tell
how
philanthropic
your
organizational
culture
is,
and
I
think
these
ideas
can
be
a
springboard
for
further
discussion.
Sign
#1:
Your
organizational
leadership
understands
and
acknowledges
the
difference
between
philanthropy,
development
and
fundraising.
• Philanthropy
is
the
giving
and
receiving,
the
exchange
based
on
shared
values.
• Development
is
the
management
of
all
the
processes
and
relationships.
It
is
the
enabling
factor
for
donors
to
fulfill
their
philanthropic
goals
and
dreams.
• And
fundraising
is
the
methodologies
and
functions
themselves.
It
is
really
the
carrying
out
of
specific
activities
to
raise
a
gift.
This
is
what
our
volunteer
leadership
so
ably
does
–
hopefully!
• And
there’s
a
hierarchy
here
too.
Fundraising
and
development
are
critical,
but
philanthropy
is
on
top,
it’s
the
most
important.

7. Sign
#2:
Your
organization
recognizes
that
its
primary
role
is
NOT
fundraising.
It
is
building
the
philanthropic
culture
in
your
organizations
so
that
philanthropic
relationships
can
survive
and
thrive.
• is
where
philanthropy
and
building
a
philanthropic
culture
begins.
By
putting
a
priority
on
building
relationships.
If
we
think
our
role
is
to
‘raise
money’
then
we
will
forever
be
locked
in
the
charity
approach.
• This
isn’t
a
challenge
unique
to
Brazil.
Charities
have
no
problems
“getting”
donors,
or
attracting
them.
Our
issue
is
keeping
them.
According
to
the
Fundraising
Effectiveness
Project,
of
which
AFP
is
a
sponsor
and
participant,
most
charities
churn
though
donors
very
quickly.
For
every
100
new
donors
we
get
a
year,
we
are
losing
107
previous
donors.
And
while
that
figure
is
for
the
U.S.,
we’re
seeing
this
trend
around
the
world.
• We’re
not
focusing
on
our
donors
enough.
We’re
not
treating
them
like
they
are
important
once
the
gift
is
made.
• It
can’t
be
just
the
job
of
the
fundraiser.
Regardless
of
position,
we
are
ALL
facilitators
of
the
philanthropic
process,
catalysts
for
social
change
and
the
conscience
of

8. our
charitable
mission.
Fundraising
is
important
but
it
can’t
be
seen
as
our
primary
role.
Or
we’ve
already
failed.
Sign
#
3:
You
have
a
statement
of
philanthropic
values.
I
almost
made
this
my
first
sign,
because
a
statement
of
philanthropic
values
is
a
great
way
to
start
thinking
about
a
culture
of
philanthropy.
• Many
of
you
probably
have
statements
about
your
mission
and
vision.
So
why
not
have
a
Statement
of
Philanthropic
Values
as
a
way
of
nurturing
a
common
understanding
among
volunteers
and
staff
of
how
and
why
development
efforts
should
be
designed
and
implemented?
o Get
some
discussion
and
consensus
going,
seek
and
acknowledge
input.
o How
do
you
want
to
treat
your
donors?
o How
important
are
they
to
your
organization?
o What
is
everyone’s
role
in
the
philanthropic
process?
• A
statement
like
this
can
be
a
powerful
tool.
Coming
together
and
examining
our
own
concepts
of
philanthropy
is
a
terrific
way
to
begin
the
conversation
of
building
a
culture
of
philanthropy.

9. Sign
#4:
Development
isn’t
seen
as
a
necessary
evil,
but
is
rather
a
core
function
that
is
long
term,
strategic
and
responsive
to
community
needs.
• So
many
organizations
fail
to
see
development
as
a
core
program.
I’ve
even
worked
with
Executive
Directors
who
see
it
as
a
necessary
evil.
• “Selling
the
Institutional
Soul:
The
Heart
of
Development”
Terrence
C.
Deal
and
Casey
Smith
Baluss:
“The
further
nonprofit
organizations
allow
the
cultural
values
to
shift
away
from
the
responsibility
to
contribute
ideas,
services
and
human
capital
to
improve
society,
the
more
difficult
fundraising
becomes.
Fundraising
professionals
should
help
nonprofit
institutions
renew
their
symbolic
cores
and
strengthen
their
links
to
donors
and
beneficiaries.”
• We
must
be
working
in
sync,
in
tandem
with
other
facets
of
your
organization
that
are
relying
on
philanthropic
support
to
deliver
their
programs.
o Philanthropy
and
development
must
be
‘at
the
table’
when
strategic
planning
is
being
conducted.
o Philanthropy
and
development
must
be
pursued
as
a
‘strategic’
direction
of
the
organization.

10. o And
philanthropy
and
development
must
interact
and
be
integrated
into
all
other
functions
of
the
organization.
Sign
#5:
Accountability
is
a
word
your
organization
lives
by.
• Ethics
and
public
trust
are
incredibly
important
to
philanthropy.
Because
while
the
for-­‐profit
sector
can
offer
profits
and
products,
what
we
offer
is
change.
But
donors
have
to
trust
us
to
make
that
change.
They
trust
us
to
act
ethically.
And
if
we
don’t,
that
trust
is
lost.
• The
way
we
show
our
ethics
is
through
accountability—
doing
what
we
said
we
would
do.
And
it’s
one
of
the
most
popular
reasons
why
donors
stop
giving.
• I
know
that
all
of
the
AFP
members
here
subscribe
to
our
Code
of
Ethics?
o What
about
your
organizations?
Your
boards?
o Do
you
subscribe
to
an
organizational
code
of
ethics
and
follow
it,
or
did
you
just
pass
it
as
a
motion
at
a
board
meeting
because
you
were
submitting
a
grant
request
to
a
Foundation?
o Have
you
ever
put
it
into
your
policies
and
operationalized
it?
Had
discussions
about
it?

11. o How
about
the
Donor
Bill
of
Rights?
Has
your
board
adopted
it?
Is
it
posted
somewhere
in
plain
view
–
and
I
don’t
mean
on
the
bulletin
board
in
your
office?
• I
think
charities
are,
to
an
extent,
afraid
to
talk
about
ethics
and
trust
and
accountability,
as
if
by
bringing
it
up,
we’ll
start
people
thinking
about
past
controversies.
But
the
truth
is,
people
want
to
hear
about
the
ethical
safeguards
we
have
in
place
so
they
know
their
contributions
will
be
used
well.
Sign
#6:
And
Last
but
certainly
not
least,
donors
are
viewed
as
stakeholders
in
your
organization
.
• They
are
not
a
necessary
evil,
a
burden,
all
rich,
your
best
friends,
your
board
members’
best
friends,
suckers,
targets,
or
a
nuisance.
They
are
stakeholders,
they
have
invested
because
they
care.
• There
is
communication
between
your
organization,
your
board,
your
leadership
and
your
donors
on
a
regular
basis.
They
are
celebrated
and
recognized
and
probably
most
importantly
–
appreciated
for
the
tremendous
gifts
they
make
to
the
community
through
your
organization.

12. • And
that
is
what
philanthropy
is
all
about:
focused
on
the
donor
and
making
them
an
equal
partner
in
the
philanthropic
process.
• Fundraising
can
certainly
occur
in
the
absence
of
a
philanthropic
culture,
it
just
won’t
go
as
far,
soar
as
high
and
achieve
as
incredible
impact
for
your
mission.
• So
those
are
my
ideas,
and
hopefully
you
have
your
own
and
have
some
comments
to
add
because
I’d
love
to
hear
them.
• People
want
philanthropy
as
a
key
part
of
their
life,
something
they
integrate
into
their
daily
routine,
just
like
their
new
smart
phone.
And
that’s
going
to
require
us
to
be
prepared
to
integrate
them
into
our
lives—that
is,
our
organization’s
culture
of
philanthropy.
• Fortunately,
there
is
a
growing
tradition
of
philanthropy
here
in
Brazil,
and
we
can
use
that
traditino
to
build
our
cultures
of
philanthropy
at
our
organizations.
And
we
can
use
the
tools
and
knowledge
we
have
to
engage
people
and
inspire
them.