1. DAFNE | Introduction| 27 November 2018 | Madrid

2. Foundations and donors
Empowering philanthropy in Europe
It is considered desirable to achieve more and more effective philanthropy in Europe
through empowering foundations and donors.
Foundations and donors
operate in a dynamic and challenging environment with
increasing public and political scrutiny
reducing public expenditure
the closing space for civil society
National associations and donors forums
play a critical role in bringing benefits to foundations and donors at national level
DAFNE
enhancing the individual and collective effectiveness of national associations
adding knowledge and voice to the field
taking care of European policy advocacy

3. What DAFNE is about
DAFNE is Europe’s network of donors and foundations associations and a leading voice of European philanthropy. With 26 member associations, it represents over foundations and grant-makers in Europe.
Key data
26 members
public-benefit foundations and grant-makers
€ 60 bn expenditure per year
€ 511 bn endowments & assets

4. DAFNE members
DAFNE unites donors and foundations across Europe with the aim of providing a platform to share knowledge and learn from best practices.
Austria Association Funding for Public Benefit Belgium Belgian Federation of Philanthropic Foundations Bulgaria Bulgarian Donors Forum Croatia Croatian Foundations Forum Czech Republic Czech Donors Forum Finland Council of Finnish Foundations France French Foundation Centre Germany Association of German Foundations Hungary Hungarian Donors Forum Ireland Philanthropy Ireland Italy ACRI [Association of Foundations and Savings Banks] Italy Assifero 
Liechtenstein Association of Liechtenstein Charitable Foundations  Netherlands Association of Foundations in the Netherlands Norway Association of Foundations Poland Polish Donors Forum Portugal Portuguese Foundation Centre Russia Russian Donors Forum Serbia Serbian Philanthropist Forum Slovakia Slovak Donors Forum Spain Spanish Association of Foundations Sweden Association of Swedish Foundations Switzerland SwissFoundations Turkey Third Sector Foundation of Turkey UK Association of Charitable Foundations Ukraine Ukrainian Philanthropists Forum

5. DAFNE board Magdalena Pekacka Polish Donors Forum Vice-Chair
Beatrice de Durfort Centre Français des Fonds et Fondations
Board Member
Felix Oldenburg Association of German Foundations
Chair
Beate Eckhardt SwissFoundations
Treasurer

6. DAFNE team Max von Abendroth Dr. James Magowan Dr. des. Hanna Staehle
Executive Director
Dr. James Magowan
Co-ordinating Director
Dr. des. Hanna Staehle
Project and Communications Manager
Eugenia Arcos
Legal Affairs Trainee

7. The difference DAFNE makes
DAFNE is strengthening the philanthropic sector in Europe, and is enhancing professionalism and effectiveness of national associations through advocacy, capability building, promotion of philanthropy and research.
DAFNE contributes to maintaining and improving the operating environment for philanthropy in Europe
DAFNE develops best practice in relation to associations and donors forums and how they support foundation operation
DAFNE fosters international connections between associations and their donor and foundation members
DAFNE enhances the level of knowledge and understanding of the value of philanthropy to a wider audience
DAFNE builds the field

8. Foundations of DAFNE’s Work
DAFNE’s aim is to empower the philanthropic sector in Europe, to enhance professionalism and effectiveness of national associations through advocacy, capability building, connecting and communicating as well as research.
Advocacy
Capability
building
Connecting and communicating
Empowering philanthropy
in Europe
Data and research

9. Advocacy work by “Philanthropy Advocacy”
The DAFNE and EFC joint advocacy project “Philanthropy Advocacy” acts as a monitoring, legal analysis and policy engagement hub for European philanthropy. Its main objective is to shape the national, European and international legislative environment by implementing the European advocacy roadmap for a Single Market for Philanthropy.
Philanthropy Advocacy
DAFNE and EFC pool their legal and advocacy resources to broaden and deepen the philanthropy ecosystem interest representation in Europe.
The long-term aim of advocacy work is to strengthen and protect the operating environment of Europe’s philanthropy sector and to establish favourable conditions for foundations at both national and EU levels
Philanthropy Advocacy provides analysis of new regulatory trends and developments at national and EU levels
Philanthropy Advocacy proactively represents the interests of the sector in all relevant policy debates and works on policy solutions, whenever necessary and appropriate

10. Advocacy work by “Philanthropy Advocacy”
The DAFNE and EFC joint advocacy project “Philanthropy Advocacy” is set-up as follows:
Cross-organisational team between DAFNE and EFC
Legal Affairs Committee with 22 DAFNE members – chaired by Isabel Penalosa (AEF)
DAFNE/EFC Steering Group inlcuding the DAFNE and EFC Chairs to help with priorities and budget
Advocacy meetings
National & EU monitoring
Philanthropy Advocacy offers a range of meeting formats to develop strategic relationships with policy makers, regulators, authorities, national level legal experts and representatives of the foundation sector
(PhilanthropyScrum 2018, Brussels Advocacy Days etc.)
Philanthropy Advocacy provides a regular and systematic monitoring of the legal situation for foundations at national and EU level
This helps informing the Philanthropy Advocacy team as well as policy makers

11. Recognise philanthropy Reduce barriers to cross-border philanthropy
Key recommendations
Philanthropy Advocacy seeks to facilitate cross-border philanthropy and free movement of philanthropic capital and expertise, by calling for a European Single Market for Philanthropy.
Recognise philanthropy
Reduce barriers to cross-border philanthropy
Enable and protect philanthropy
Co-grant and co-invest for public good

12. Recognise philanthropy
Key recommendations 1/4
Philanthropy Advocacy seeks to facilitate cross-border philanthropy and free movement of philanthropic capital and expertise, by calling for a European Single Market for Philanthropy.
Recognise philanthropy
Recognition of philanthropy in the EU treaties (Article 11) and in fundamental rights
Application of EU Fundamental Freedoms and Freedom of Association to philanthropic organisations
Engagement with philanthropy in policy making

13. cross-border philanthropy
Key recommendations 2/4
Philanthropy Advocacy seeks to facilitate cross-border philanthropy and free movement of philanthropic capital and expertise, by calling for a European Single Market for Philanthropy.
Reduce barriers to
cross-border philanthropy
Freedom of Capital: free philanthropic flows and investments
Prohibit Foreign Funding Restrictions
Easier comparability of foreign based charities for tax purposes
Eliminate barriers to philanthropic, social investment, citizen action
Enable cross-border move and mergers
Develop European supranational legal forms/other public benefit policy framework

14. Enable and protect philanthropy
Key recommendations 3/4
Philanthropy Advocacy seeks to facilitate cross-border philanthropy and free movement of philanthropic capital and expertise, by calling for a European Single Market for Philanthropy.
Enable and protect philanthropy
Call on Member States for an enabling environment for philanthropy
Ensure that EU measures intended to protect the sector from terrorism financing, money laundering and tax evasion are risk-based, proportionate and evidence-based
Work towards a fairer VAT regime for charities
Encourage philanthropic and citizen action

15. Co-grant and co-invest for
Key recommendations
Philanthropy Advocacy seeks to facilitate cross-border philanthropy and free movement of philanthropic capital and expertise, by calling for a European Single Market for Philanthropy.
Co-grant and co-invest for
public good
Creation of an EU Fund for democracy, human rights and values
Strategic partnership with institutional philanthropy in EU budget tools
Facilitate engagement into social innovation tools (consider creating guarantee funds to lower risks for social investments, such as “InvestEU”)

16. Timeline European Elections May 2019 #PhilScrum VAT AMLD Art. 11 MFF
EU / Brussels day with members
Finalizing
„Philan-thropy Manifesto“
EU / Brussels day with members
Multi-stakeholder event:
AMLD & SNRA & bank derisking
NEW
European Parliament
#PhilScrum
EU policy event in Brussels
Philan-thropy Advocacy
Steering Group Meeting
NEW
European Commission
Identifying champions
in EP and EC
Romanian Presidency: „philanthropy opinion“ / Sibiu
December
2018
December
2018
Spring
2019
May
2019
Automn 2019
Winter
2019/20
February
2020
May 2020
2024
VAT
AMLD
EU Company Law
Taxation
Foreign Funding Restrictions
Art. 11
MFF
EU Fund
Implementing Advocacy Roadmap
EU & National Monitoring & Legal Analysis & Engagement

17. Max von Abendroth How to contact DAFNE Executive Director|
DAFNE aisbl | Philanthropy House | Rue Royale 94 | 1000 Brussels
@dafneHQ