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Understanding the Drivers of ‘De-risking’ and the Impact on Civil Society Organizations

March 30, 2018

Non-profit organizations (NPOs) around the world are impacted by issues of financial access – inordinate delays in cash transfers, onerous due-diligence requirements, inability to open bank accounts and arbitrary closure of bank accounts – collectively classed as 'de-risking' activities by financial institutions. This study examines the drivers of this de-risking, situating it at the intersection of frameworks for security and regulation. It looks at how global regulations on money laundering and terrorism financing, for instance, permeate policymaking, influencing institutions (perversely, at times) and negatively impacting humanitarian and development work. By delving into the practices and perspectives of relevant stakeholders –  NPOs, financial institutions, governments, regulators and international organizations – the study unpicks the mechanisms of governance and accountability involved in and through the chain of decision-making, underscoring the policy incoherence that is manifest along the way. The three country contexts chosen for the research – Brazil, Mexico and Ireland – help amplify the complexity of the issue and the potential search for solutions. Ongoing remedial measures addressing the financial exclusion of NPOs are highlighted and potential remedies that could challenge the current practice of de-risking are explored in detail.

Critical philanthropy and power; Philanthropy ecosystems and infrastructure

Bringing Foundations and Governments Closer - Evidence from Mexico

January 1, 2017

The recommendations formulated in the study provide the basis for close and effective cooperation between Mexican foundations and government agencies, including the Mexican Agency for International Development Co-operation, Agencia Mexicana de Cooperación Internacional para el Desarrollo (AMEXCID). The study expands the spectrum of key development partners for a co-operation agency of the South. Similarly, it has been recognised that not only governments, but all actors, including foundations, must co-operate and assume their respective responsibilities in order to achieve the SDGs.

Latin America and the Caribbean; Multi-stakeholder collaboration and SDGs

Recursos privados para la transformación social - filantropía e inversión social privada en América Latina hoy

October 1, 2015

El concepto de inversión social privada (ISP) ha tomado fuerza en los últimos años, sobre todo en Argentina, Brasil y Colombia, y se ha instalado como guía en el mundo fundacional y empresarial. El predominio conceptual de la ISP se logró,en general, contraponiéndolo a la filantropía, otorgándole grandes virtudes a la primera y muchas limitaciones a esta última. Solo recientemente la filantropía está empezando a recuperar un valor positivo, e incluso en algunos casos, a ser entendida con el significado que suele darle una gran parte de la comunidad internacional.

Family, HNWI, and independent philanthropy; Impact investment, corporate, blended-finance; Latin America and the Caribbean

From Prosperity to Purpose: Perspectives on Philanthropy and Social Investment among Wealthy Individuals in Latin America

June 24, 2015

Centuries of religious traditions, cultural norms, political histories, and economic conditions have shaped today's environment for private giving and social investment in Latin America. While the region's wealthy individuals have a long history of charitable giving, the relatively recent emergence of stable democracies, steady economic growth, and accumulation of personal wealth have provided a foundation for accelerated philanthropic activity. At the same time, cutbacks in government services, acute inequalities, and persistent poverty in some countries have underscored the need for private social investment to help address social and economic development.This study describes the philanthropic environment and illuminates the important and inspirational social investments of wealthy individuals in six Latin American countries: Argentina, Brazil, Chile, Colombia, Mexico and Peru. It provides new insight into both the soul and practice of philanthropy in the region, and, optimistically, will help to encourage others to invest private philanthropic capital for the common public good.

Family, HNWI, and independent philanthropy

De la prosperidad al propósito: Perspectivas sobre la filantropía y la inversión social entre las personas de alto nivel patrimonial en América Latina

June 14, 2015

Siglos de tradiciones religiosas, normas culturales, historias políticas y condiciones económicas han moldeado el entorno actual de la filantropía privada y la inversión social en América Latina. Si bien las personas de alto nivel patrimonial de la región tienen una larga trayectoria de donaciones benéficas, el surgimiento relativamente reciente de democracias estables, crecimiento económico y acumulación de riqueza personal han sentado las bases para la aceleración de las actividades filantrópicas. Al mismo tiempo, en algunos países, las reducciones en los servicios gubernamentales, la desigualdad severa y la pobreza persistente han recalcado la necesidad de inversión social privada para la promoción del desarrollo social y económico.Este estudio describe el entorno filantrópico y las importantes e inspiradoras inversiones sociales de las personas de alto nivel patrimonial en seis países latinoamericanos: Argentina, Brasil, Chile, Colombia, México y Perú. También ofrece una mirada nueva al alma y al ejercicio de la filantropía en la región, con la esperanza de que sirva para alentar a otros a invertir capital filantrópico privado en el bien común.

Family, HNWI, and independent philanthropy

Da Prosperidade ao Propósito: Perspectivas sobre a Filantropia e Investimento Social Privado na América Latina

June 12, 2015

Séculos de tradições religiosas, normas culturais, histórias políticas e condições econômicas moldaram o ambiente atual para doações e investimentos sociais privados na América Latina. Embora as pessoas com patrimônio elevado da região tenham uma longa história de fazer doações à caridade, o surgimento relativamente recente de democracias estáveis, o crescimento econômico firme e a acumulação de patrimônio pessoal criaram as bases para uma maior atividade filantrópica. Ao mesmo tempo, cortes nos serviços públicos, as desigualdades e a pobreza persistente em alguns países ressaltaram a necessidade de investimentos sociais privados, para alavancar o desenvolvimento social e econômico.Este estudo descreve o ambiente filantrópico e ilustra os importantes e inspiradores investimentos sociais de pessoas com patrimônio elevado em seis países da América Latina; Argentina, Brasil, Chile, Colômbia, México e Peru. Ele dá novas percepções sobre a alma e a prática de filantropia na região e, em termos otimistas, ajudará a encorajar outras pessoas a investirem capital filantrópico privado para o bem público.

Family, HNWI, and independent philanthropy

Promoting Accountability and Transparency - CEMEFI

January 1, 2015

This papers illustrates Mexicano para la Filantropía (Mexican Center for Philanthropy -- Cemefi) as a case study on how WINGS members promote accountability and transparency in the sector. This case study is part of WINGS Accountability and Transparency in Philanthropy and Private Social Investment Toolkit.

Latin America and the Caribbean; Transparency and accountability

Fundaciones Empresariales en México: Un Estudio Exploratorio

October 1, 2014

Esta publicación explorara las dimensiones y dinámicas más relevantes para expandir la comprensión de estas entidades. Para este efecto, se diseñaron y se aplicaron la Encuesta Nacional a Fundaciones Empresariales, se coordinaron tres grupos focales y se genero un directorio actualizado de fundaciones.

Family, HNWI, and independent philanthropy; Impact investment, corporate, blended-finance

El Desarrollo de Base en Comunalia: Construyendo Colectivamente a Partir de las Prácticas.

June 1, 2014

Este es un documento sobre las prácticas de desarrollo de base de los miembros de la Red de Fundaciones Comunitarias de México, Comunalia. Un documento producto del diálogo entre el autor y los equipos de las fundaciones y de la construcción colectiva con los miembros de Comunalia, sobre los criterios y elementos centrales que constituyen para la Red el núcleo del desarrollo de base. Para la elaboración de este documento, el autor, junto con la Directora de Comunalia, Laura Trejo, tuvieron conversaciones telefónicas con todos los miembros de la Red para entender el significado que le daban al concepto de desarrollo de base y al de organizaciones de base, y para identificar prácticas orientadas paor este enfoque al interior de cada fundación. Posteriormente, se realizaron visitas a la mayor parte de las fundaciones para conocer en campo, las prácticas identificadas y descritas en las conversaciones telefónicas, así como para dialogar sobre estas prácticas con los directores de las fundaciones, sus consejos y los equipos técnicos. Laura visitó catorce fundaciones y el autor, quien conocía previamente varias de las fundaciones de la Red, visitó tres para este trabajo y compartió los reportes elaborados por la Directora de Comunalia. Paralelamente a las conversaciones y visitas, se hizo una revisión documental tanto de páginas web, como de documentos relevantes de las fundaciones, para entender sus prácticas de desarrollo de base. Con esta información se realizó un taller en la Ciudad de México, el 23 y 24 de octubre del 2013. Este taller tuvo dos momentos: el primero, dedicado al concepto y definiciones del desarrollo de base y el segundo, al análisis de las buenas prácticas de desarrollo de base de los miembros de Comunalia.

Grassroots and community philanthropy

What Does Community Philanthropy Look Like? Case Studies on Community Philanthropy, Vol. 1

February 13, 2014

What makes the global spread of community philanthropy organizations so exciting is the variety of forms they take, adaptations to different local contexts, challenges, resources, and leaders. The core similarities matter -- all in some way help geographic communities mobilize financial and other kinds of capital for improvement of the lives of residents. But so do the differences. Some have endowments, some don't. Some are large, more are small. Some call themselves community foundations, others do not. This diversity is one sign of community philanthropy's flexibility, potential, and rising popularity.But it also presents a challenge to those who want to better understand and support community philanthropy, especially on a global level. A practice so varied, so organic and tied to local conditions, complicates classification, resists general conclusions, and calls for lots of learning through example. A movement relatively young and quickly evolving, with a limited body of applied research, requires ongoing documentation and study.The case studies presented here provide intriguing snapshots of locally driven development in communities across the globe.

Grassroots and community philanthropy

Philanthropy and the Third Sector in Mexico: The Enabling Environment and Its Limitations

January 1, 2009

Why is Mexico's third sector underdeveloped? Despite the importance of this question, there is no persuasive answer. The usual mono-causal explanations –such as historical trajectory or lack of civic culture– are inadequate. A better way to address this question is applying the concept of an enabling environment for civil society. This encompasses empowering legal and fiscal frameworks, an effective accountability system, adequate institutional capacity of organizations, and availability of resources. The article offers an assessment of where Mexico stands in relation to these five components and argues that on each count they are unfavorable and/or underdeveloped. In addition, the author argues for including a sixth element: the cultural context for philanthropy and civil society. Based on original survey results, he demonstrates that key values and habits inhibit efforts to strengthen civil society and must be taken into account in any effort to understand or change the status quo. The article concludes with a reflection on how Mexican civil society can begin to change its unfavorable context, beginning with the need for stronger mechanisms for greater accountability on the part of organizations.

Enabling environment and civic space; Latin America and the Caribbean

Community Foundations: Learning from a Collective Experience: Process of Systematization

July 1, 2004

The report of a community foundation strengthening program involving eight Mexican community foundations: Tecate CF, Frontera Norte CF, Matamoros CF, Oaxaca CF, Puebla CF, Fundación Comunidad, Fundación del Empresariado Chihuahuense (FECHAC), and Fundación Internacional de la Comunidad (FIC). The report is also available in Spanish.

Grassroots and community philanthropy

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