Consider funding advocacy to amplify social investment impact.
SECTION27's Mark Heywood speaks at the Tshikululu Social Investments Serious Social Investing 2013 workshop.
Designing CSI exit strategies - Serious Social Investing 2011
Be your own devil's advocate - Serious Social Investing 2013
1. CSI and Social Justice advocacy:
What are you afraid of?
Indicators of serious social investment
Presentation by Mark Heywood, Director, SECTION27
Tshikululu, Serious Social Investing workshop, 14 March 2013
2. Overview
+ The state of the nation
+ The constitutional imperative for advocacy and the NDP
+ How serious is serious social investing?
+ CSI practice in 2012
+ A case study of the outcomes of advocacy in education:
+ The Limpopo text books „saga‟ and its aftermath
+ Civil society, advocacy and social justice: what and who
are we talking about?
+ Building social fabric and accountability
+ Achievements/impact of civil society
+ What is serious social investing?
4. The Constitution
+ Preamble:
+ Heal the divisions of the past and establish a society based on
democratic values, social justice and fundamental human rights;
+ Founding Provisions:
+ Human dignity, the achievement of equality and the advancement of
human rights and freedoms.
+ Bill of Rights:
+ Applies to all, including “juristic persons”
+ Freedom of expression
+ Assembly, demonstration and petition
+ Freedom of association
+ Political rights – Right to campaign for a political party or cause
5. The National Development Plan,
2012
+ Citizens active in
their own
development:
+ “active citizenry and
social activism is
necessary for
democracy and
development to
flourish.”
NDP, Executive Summary p 27
6. How does social investment relate
to the Constitutional vision?
+ According to the CSI handbook, 15th edition,
2012:
+ Total CSI in 2012 = R6.9 bn, 5.4% increase after inflation adjustment (broad
definition; narrow definition limited to expenditure =5.1bn)
+ R2.9bn or 40% of the overall spend is on education; education is supported by
93% of companies
+ Health has dropped from 68% to 40% of companies
+ “the shift towards education comes largely at the expense of
health expenditure, which at 12% of CSI expenditure in 2012
has shown a significant decline over the past three years
(spending on health and HIV/Aids accounted for 19% of CSI
expenditure in 2009).” (p 36)
7. Safe social investment?
+ Corporates contribute almost ¼ of NPO funding,
while govt approx 20%
+ Trialogue‟s CSI research in 2012 showed that
whilst 9% of NPOs engage in advocacy, just
over 40% of corporate will not fund it
+ Foreign donors contribute 1/5 of funding of
NGOs surveyed (but 90% when it comes to
advocacy)
+ TAC
+ SECTION27
9. Progressive deterioration in
numeracy
Grade 2012 2011
Grade % above 50 % 1 68 63
1 77% 2 57 55
2 68% 3 41 28
3 36% 4 37 28
4 26% 5 30 28
5 16% 6 27 30
6 11% 9 13 *
9 2%
Source: ANA, 2012 report
Learners start off in the system fairly well. But as they progress in the
education system their performance declines drastically.
Source: Equal Education
10. Learner retention : Percentage of young people who enter the
school system and leave it with an employable qualification
Source: Equal Education
11. Sensory deprivation:
Learners shut out of the modern
world
+ Census @ Schools, 2009:
+ 69% of schools had a maths teacher
+ Less than 25% had a library
+ Only 53% had a computer
+ 15% had access to email or the internet
+ In the community: 35% had access to a
library, 31% access to a computer and 20%
access to the internet
13. Effects of civil society advocacy
+ In 2012 SECTION27 invested:
+ One attorney
+ One research fellow
+ One advocate
+ A lot of energy and ingenuity
+ Less than R2m
14. What were the results?
+ 1,2 million text books delivered to grades
1,2,3,10
+ Recommendations of a Presidential enquiry
+ Books delivered largely on time in 2013
nationally
+ Agreement with S27 on a furniture provision
plan and toilet and sanitation renovation plan
+ National political focus on education & growing
social pressure
16. Who is civil society & what is its
interest in social justice?
Opponents …. Friends …
“Counter-revolutionaries; neo-
liberals; anti-majoritarians”
17. Impact: If it was not for activism...
+ Two million people would not
be on ARVs
+ The Umtata medicines depot
would have collapsed in 2012
+ 1,2 million text books would
not have been delivered in
2013 in Limpopo
+ An R60m plan for school
toilets would not be being
implemented in Limpopo
+ Corruption Watch would not
exist
18. What is serious social investing?
+ Investment in social goods and
accountability
+ Building social fabric not just
providing social goods
+ Bravery in investment decisions
+ Innovation
+ Risk taking
“Funding of advocacy to amplify social investment impact..” funding of activism “against” government, and how corporates can and whether they should fund this?“The Limpopo text books issue is a good one to look at, because many companies fund school improvement programmes in Limpopo. Should they also fund the kind of work Section 27 and others do to improve the system. How do they do this and still stay on the right side of government – is there a trade off?”
Why is support for social justice a business imperative?
Refer to Trevor Manuel interview with the maverick
Refer comments by Mamphele in introduction to 2011 CSI Handbook: “We are under-performing when it comes to the impact of CSI on our society… fragmented once off projects.. Driven by a compliance culture, not by a vision of sustainable investment in the country we all passionately want to live in.”
But civil society is struggling to fund its activities. See p 38 of the CSI handbook. NPOs with income of R500,000 to R20m all experienced either a decrease or a stagnation in funding. However, there is a need for much better monitoring of NGO funding trends, who & what sectors are being affected.