march 28, 2014 launch at the wings forum istanbul, march 27-29, 2014 ubs philanthropy compass...
TRANSCRIPT
March 28, 2014
Launch at the WINGS Forum Istanbul, March 27-29, 2014
UBS Philanthropy Compass
Philanthropy Advisory & Values-Based Investing
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The UBS Philanthropy Compass
Section 1 – How to create change?
Chapter 1 Embracing philanthropy
Section 2 – How to plan your philanthropy?
Chapter 2 Forming your vision
Chapter 3 Deciding on your approach
Chapter 4 Developing a strategy
Section 3 – How to implement your philanthropy?
Chapter 5 Identifying and assessing opportunities
Chapter 6 Learning from evaluation
Chapter 7 Choosing a philanthropic vehicle
Chapter 8 Foundation governance and staffing
Chapter 9 Philanthropy and your assets
Section 4 – How to engage with others?
Chapter 10 Philanthropy and your family
Chapter 11 Networks and partnerships
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Using The Compass with Philanthropists
Motivations and experiences – What is the source of your passion?
· Have you encountered a pressing social or environmental issue?
· Has an event triggered your desire to help?
· Have you seen an underfunded opportunity?
Skills and resources – What can you best contribute?
· Do you have experience or knowledge which can be applied to a social or environmental cause?
· What resources can you contribute?
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Sharing the Compass
Rationale
· 2014 Celebrating ten years of Philanthropy Advisory
· Commitment to the sector
· Valuable resource – accessible to the public.
Audience
· Philanthropists and social entrepreneurs
· Philanthropy advisors
· Other individuals within the sector
Availability
· Online www.ubs.com/philanthropy as e-book and a pdf
· Soon to be available in French, German and Spanish
Professor Paul Palmer
Philanthropy and the UBS Compass
Cass Centre for Charity EffectivenessIntellectual leadership: developing talent, enhancing performance
Philanthropy has changed in 100 Years!
The UBS Philanthropy Compass
• From the “laboratory into the field” – Cass knowledge exchange with UBS and FSG.
• Grounded from Cass course – first MSc in Grant Making and ESRC CGAP Research
• Wider application as a grant making tool
The Lessons of History and the creation of Wealth
• Entrepreneurial Philanthropy –
• “ … the pursuit by entrepreneurs on a not-for-profit basis of big social objectives through active investment of their economic, cultural, social and symbolic resources” ( Harvey et all 2011)
• Carnegie to Gates – a rich tradition - Philanthropists as Powerful Social Actors – from world peace to malaria
Compass as a tool
• Develop a clear understanding of the principles and practices of grantmaking
• Explore the importance of key aspects of the management of grantmaking – governance and staffing
• Develop skills in problem solving, risk assessment and probity of applications – evaluation and impact