March 28, 2014 Launch at the WINGS Forum Istanbul, March 27-29, 2014 UBS Philanthropy Compass Philanthropy Advisory & Values-Based Investing

1 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

2 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?

3 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 as e-book and a pdfwww.ubs.com/philanthropy  Soon to be available in French, German and Spanish

Professor Paul Palmer Philanthropy and the UBS Compass Cass Centre for Charity Effectiveness Intellectual 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