Nov 01, 2017

Grupo de Institutos Fundações e Empresas (GIFE);

Está claro que os desafios socioambientais brasileiros são cada vez mais complexos e portanto, além da necessidade de um maior volume de recursos, a diversidade de olhares para estas questões é também mais do que bem vinda. Pensar investimento social privado no Brasil inclui para o GIFE, cada vez mais, um olhar para a diversidade do perfil de investidores e um estímulo para o aumento e complementaridade dessa diversidade. Nesse contexto, há alguns anos, o GIFE tem observado um aumento expressivo no número de organizações de origem familiar no  campo e na composição da nossa base de associados. Reconhecemos neste segmento do setor  um eixo essencial de atenção, pesquisa e ação. Nos últimos anos abraçamos assim o investimento social familiar entre as frentes contínuas de trabalho no GIFE. Esperamos que este material possa motivar e contribuir para que o investimento social brasileiro seja cada vez maior em recursos financeiros e em impacto, na direção de uma  sociedade mais justa, democrática e sustentável.

Jun 13, 2017

The Center for Effective Philanthropy (CEP);

Based on interviews with CEOs and family board chairs at seven large, multigenerational family foundations, this publication spotlights the governance practices and structures that these family foundations have created to maintain family involvement; select, orient, and engage family members across generations; and keep the board and foundation focused on impact.

Oct 31, 2015

Empowering Families for Innovative Philanthropy (ERFIP);

Report of the third Empower Families for Innovative Philanthropy (ERFIP) meeting. The meeting aims to bring together families involved in Frontier Philanthropies to exchange their experience and best practices thus building a cogent voice that needs to be better heard. The priority areas that ERFIP focuses on are:Promote peer to peer exchanges and show case successful modelsHighlight contributions achieved through private philanthropyCatalyze new opportunities for philanthropic collaborationReinforce the presence of Frontier Philanthropies on the global stageBoost linkages among business, philanthropy and economic development

Jun 24, 2015

Hauser Institute For Civil Society at Harvard Kennedy School;

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.

Jun 14, 2015

Hauser Institute For Civil Society at Harvard Kennedy School; UBS;

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.

Jun 12, 2015

Hauser Institute For Civil Society at Harvard Kennedy School;

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.

Jul 01, 2014

Association of Charitable Foundations (ACF); Cass Business School; Centre for Charitable Giving and Philanthropy (CGAP); Pears Foundation;

This is the sixth annual edition of Family Foundation Giving Trends. It provides an update on annual charitable spending by the top family foundations -- a key indicator of the contribution of UK philanthropists, past and present The report has been revised as part of a new series of foundation briefings published by ACF and CGAP with support from Pears Foundation Foundations may be funded through families, individuals, family businesses, companies government, or fundraising, and this report specifically focuses on family foundations.

Jan 01, 2014

Rockefeller Philanthropy Advisors;

This guide offers a series of questions that every next generation donor should carefully consider, as well as recommendations based on the past experiences of other next gen donors. It is not designed to tell you what to do or how to think. On the contrary, it starts from the assumption that you are the captain of your destiny when it comes to philanthropy. The goal is to inspire you to dream and consider new possibilities, to plan what joy in giving might look like. Written for emerging philanthropists and for those who are established but considering a slight-to-massive makeover, we want to reveal the potential -- as well as the challenges -- of giving. And we want to do it from the fresh perspective of what some people call the next generation: those who must decide how to honor the legacy of the past while creating a legacy of their own.

Jan 01, 2014

Rockefeller Philanthropy Advisors;

This guide briefly reviews why you might consider talking with family members about philanthropy and when it might be appropriate. It also looks at how to prepare for such a dialogue and what topics might be covered. As with all the guides in the Philanthropy Roadmap series, key questions provide an avenue for reflection and engagement.